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Friday, May 22, 2026

The Iran war situation report. - Part 60

How likely is the peace deal between Iran and the US?

Well, the US has to give a lot of concessions to Iran if it is really interested in a peace deal with Iran becauase the US is the illegal attacker while Iran is the victim.

It is crystal clear that Iran won't bulge on 2 points: Enriched uranium and Hormuz toll.

Iran has stated very clearly that it won't send its enriched uranium to the US.


Iran has also set up a Hormuz transit authority to oversee and manage the Hormuz passage in the future.  Subsequently, Iran is going to team up with Oman to implement a Hormuz toll system for its war reparation.

Consequently, there's no strenuous hormuz toll objections around the world because this will complicate and implicate the Ukraine reparation too.

If the US doesn't relent on these 2 issues, there won't be any peace deal and the illegal war will continue.  The US had created some chaos it couldn't resolve because the strait of hormuz was free and open before this illegal Iran war.

Metaoptics - Stock calls


Date

Analyst

Company

Last

Target

Call

Valuation

02/06/26

DBS Vickers

Metaoptics

1.03

1.8

Unrated

P/S 2x



Mermaid Maritime - Stock calls


Date

Analyst

Company

Last

Target

Call

Valuation

11/19/25

CIMB

Mermaid Maritime

0.126

0.14

Add




Megachem - Stock calls


Date

Analyst

Company

Last

Target

Call

Valuation

09/22/25

SAC Capital

Megachem

0.46

0.5

Hold




Stock calls for 22 May 2026


Date

Analyst

Company

Last

Target

Call

Valuation

05/22/26

DMG & Partners

CSE Global

1.55

1.94

Buy


05/22/26

Lim & Tan

Delfi

0.96

1.23

Accumulate on weakness


05/22/26

CIMB

Ever Glory Uinited Holdings

0.845

0.9

Add

PER, Ex-bonus

05/22/26

Phillip

Frencken

3.11

3.3

Accumulate

PER29x FY27

05/22/26

JPM

Keppel Corp

10.42

12.5

Overweight


05/22/26

Lim & Tan

Kingsmen Creative

0.565

0

Buy


05/22/26

JPM

Mapletree Logistics

1.18

1.4

Overweight


05/22/26

OCBC

SIA Engineering

3.16

4

Buy

PER24x FY27

05/22/26

UOB Kay Hian

Singtel

4.7

5.5

Buy

Sum of parts



Stock market alert: The stock market is getting very dicey! - Part 2


The US 20-year and 30-year bond yields have crossed the 5% rate now which are precursory signals that things don't bode well in the US treasury market.  In other words, this phenomenon denotes the low fixed-income investor confidence in the US debt market (bond price and yield are inversely related).  As the bond yield and the stock market are inversely related, the higher bond yield will cause the stock market to crash as the bond yield will compete with the stock market return (dividend yield).

Thursday, May 21, 2026

Marco Polo - Stock calls


Date

Analyst

Company

Last

Target

Call

Valuation

03/04/25

UOB Kay Hian

Marco Polo

0.05

0.072

Buy

PER9.5x FY25

03/11/25

Lim & Tan

Marco Polo

0.05

0.0755

Buy


04/30/25

UOB Kay Hian

Marco Polo

0.042

0.066

Buy

PER9.5x FY25

05/07/25

UOB Kay Hian

Marco Polo

0.041

0.072

Buy

PER9.5x FY25

05/15/25

CIMB

Marco Polo

0.044

0.072

Add


05/16/25

CIMB

Marco Polo

0.043

0.06

Add


06/09/25

DMG & Partners

Marco Polo

0.045

0.07

Buy


07/24/25

Kim Eng

Marco Polo

0.056

0.07

Buy


08/06/25

DMG & Partners

Marco Polo

0.058

0.07

Buy


08/19/25

Lim & Tan

Marco Polo

0.065

0.065

Hold


08/20/25

UOB Kay Hian

Marco Polo

0.063

0.076

Buy


08/22/25

Lim & Tan

Marco Polo

0.069

0.082

Buy

PER10x FY26

08/27/25

UOB Kay Hian

Marco Polo

0.067

0.088

Buy

PER11.3x FY26

08/27/25

Kim Eng

Marco Polo

0.067

0.09

Buy

PER11x FY26

09/08/25

Lim & Tan

Marco Polo

0.069

0.082

Buy

PER10x FY26

09/17/25

DMG & Partners

Marco Polo

0.074

0.085

Buy


09/25/25

Lim & Tan

Marco Polo

0.076

0.086

Buy


09/26/25

UOB Kay Hian

Marco Polo

0.077

0.088

Buy

PER11.3x FY26

10/06/25

CIMB

Marco Polo

0.079

0.1

Add

PER

10/23/25

DMG & Partners

Marco Polo

0.088

0.1

Buy


10/24/25

Kim Eng

Marco Polo

0.093

0.11

Buy

PER13.5x FY26

11/14/25

CIMB

Marco Polo

0.104

0.14

Add

PER

11/14/25

Lim & Tan

Marco Polo

0.104

0.11

Buy


11/17/25

UOB Kay Hian

Marco Polo

0.107

0.138

Buy

PER16x FY26

11/18/25

Kim Eng

Marco Polo

0.109

0.13

Buy

PER14x FY26

12/01/25

CIMB

Marco Polo

0.117

0.14

Add

PER

12/01/25

DMG & Partners

Marco Polo

0.117

0.14

Buy


12/01/25

Lim & Tan

Marco Polo

0.117

0.13

Buy


12/08/25

UOB Kay Hian

Marco Polo

0.14

0.188

Buy

PER20.5x FY26

12/09/25

CIMB

Marco Polo

0.148

0.2

Add


01/09/26

Lim & Tan

Marco Polo

0.15

0.18

Accumulate


01/16/26

UOB Kay Hian

Marco Polo

0.153

0.188

Buy

PER20.5x FY26

01/19/26

DMG & Partners

Marco Polo

0.152

0.177

Buy


01/26/26

Kim Eng

Marco Polo

0.157

0.2

Buy


02/19/26

Kim Eng

Marco Polo

0.151

0.2

Buy


02/19/26

Lim & Tan

Marco Polo

0.151

0.19

Accumulate on weakness


02/23/26

DMG & Partners

Marco Polo

0.159

0.18

Buy

DCF & PER15x FY26

02/24/26

UOB Kay Hian

Marco Polo

0.163

0.19

Buy

PER20.5x FY26

03/05/26

Lim & Tan

Marco Polo

0.166

0.19

Accumulate on weakness


03/18/26

CIMB

Marco Polo

0.153

0.2

Add

PER

04/10/26

Kim Eng

Marco Polo

0.158

0.2

Buy

PER

04/23/26

DMG & Partners

Marco Polo

0.161

0.18

Buy

DCF & PER15x FY26

05/07/26

UOB Kay Hian

Marco Polo

0.16

0.19

Buy

PER20.5x FY26

05/18/26

CIMB

Marco Polo

0.187

0.21

Add

PER

05/18/26

Lim & Tan

Marco Polo

0.187

0.2

Accumulate


05/19/26

Kim Eng

Marco Polo

0.184

0.24

Buy




Mapletree Logistics - Stock calls


Date

Analyst

Company

Last

Target

Call

Valuation

03/06/25

UOB Kay Hian

Mapletree Logistics

1.25

1.35

Hold

DDM

03/06/25

JPM

Mapletree Logistics

1.25

1.9

Underweight


04/01/25

UOB Kay Hian

Mapletree Logistics

1.31

1.35

Hold

DDM

04/24/25

DBS Vickers

Mapletree Logistics

1.21

1.55

Buy

DCF

04/25/25

UOB Kay Hian

Mapletree Logistics

1.16

1.31

Hold

DDM

04/25/25

CIMB

Mapletree Logistics

1.16

1.63

Add


05/13/25

DBS Vickers

Mapletree Logistics

1.08

1.55

Buy

DCF

05/21/25

UOB Kay Hian

Mapletree Logistics

1.09

1.31

Hold

DDM

06/27/25

UOB Kay Hian

Mapletree Logistics

1.16

1.43

Hold

DDM

07/24/25

DBS Vickers

Mapletree Logistics

1.21

1.55

Buy

DCF

07/24/25

OCBC

Mapletree Logistics

1.21

1.46

Buy


07/25/25

UOB Kay Hian

Mapletree Logistics

1.19

1.33

Hold

DDM

09/01/25

UOB Kay Hian

Mapletree Logistics

1.22

1.33

Hold

DDM

10/28/25

JPM

Mapletree Logistics

1.3

1.5

Overweight


10/29/25

DBS Vickers

Mapletree Logistics

1.33

1.55

Buy

DCF

10/30/25

CIMB

Mapletree Logistics

1.36

1.68

Add

DDM

10/31/25

UOB Kay Hian

Mapletree Logistics

1.35

1.38

Hold

DDM

11/18/25

DBS Vickers

Mapletree Logistics

1.29

1.55

Buy

DCF

01/19/26

DBS Vickers

Mapletree Logistics

1.36

1.55

Buy

DCF

01/19/26

OCBC

Mapletree Logistics

1.36

1.4

Hold


01/27/26

CIMB

Mapletree Logistics

1.353

1.68

Add

DDM

01/28/26

UOB Kay Hian

Mapletree Logistics

1.37

1.38

Hold

DDM

01/28/26

Lim & Tan

Mapletree Logistics

1.37

1.41

Hold


03/23/26

Lim & Tan

Mapletree Logistics

1.21

1.45

Accumulate on weakness


04/01/26

UOB Kay Hian

Mapletree Logistics

1.15

1.38

Hold

DDM

05/04/26

UOB Kay Hian

Mapletree Logistics

1.22

1.29

Hold

DDM

05/04/26

DBS Vickers

Mapletree Logistics

1.22

1.55

Buy

DCF

05/04/26

CIMB

Mapletree Logistics

1.22

1.48

Add

DDM



Mapletree Industrial - Stock calls


Date

Analyst

Company

Last

Target

Call

Valuation

03/06/25

UOB Kay Hian

Mapletree Industrial

2.01

1.65

Buy

DDM

03/17/25

DBS Vickers

Mapletree Industrial

2.08

2.6

Buy

DCF

04/01/25

UOB Kay Hian

Mapletree Industrial

2.1

2.7

Buy

DDM

04/24/25

Lim & Tan

Mapletree Industrial

2.05

2.45

Buy


05/02/25

DBS Vickers

Mapletree Industrial

2.02

2.6

Buy

DCF

05/02/25

Lim & Tan

Mapletree Industrial

2.02

2.42

Buy


05/05/25

UOB Kay Hian

Mapletree Industrial

2.02

2.73

Buy

DDM

05/05/25

CIMB

Mapletree Industrial

2.02

2.56

Add

DDM

05/07/25

Kim Eng

Mapletree Industrial

2.02

2.2

Buy


05/07/25

OCBC

Mapletree Industrial

2.02

2.46

Buy


06/13/25

DBS Vickers

Mapletree Industrial

1.95

2.6

Buy

DCF

06/20/25

UOB Kay Hian

Mapletree Industrial

1.97

2.73

Buy

DDM

06/25/25

Lim & Tan

Mapletree Industrial

1.97

2.28

Buy


06/27/25

UOB Kay Hian

Mapletree Industrial

2

3.04

Buy

DDM

07/29/25

DBS Vickers

Mapletree Industrial

2.07

2.6

Buy

DCF

08/01/25

UOB Kay Hian

Mapletree Industrial

2.03

3.04

Buy

DDM

08/11/25

DBS Vickers

Mapletree Industrial

1.99

2.6

Buy

DCF

08/29/25

UOB Kay Hian

Mapletree Industrial

2.05

2.3

Hold

DDM

10/30/25

DBS Vickers

Mapletree Industrial

2.22

2.6

Buy

DCF

10/31/25

DBS Vickers

Mapletree Industrial

2.16

2.45

Buy

DCF

10/31/25

Lim & Tan

Mapletree Industrial

2.16

2.29

Accumulate


11/03/25

UOB Kay Hian

Mapletree Industrial

2.13

2.22

Hold

DDM

11/18/25

DBS Vickers

Mapletree Industrial

2.03

2.45

Buy

DCF

01/29/26

DBS Vickers

Mapletree Industrial

2.11

2.45

Buy

DCF

01/29/26

OCBC

Mapletree Industrial

2.11

2.34

Buy


01/29/26

Lim & Tan

Mapletree Industrial

2.11

2.21

Accumulate on weakness


01/30/26

UOB Kay Hian

Mapletree Industrial

2.1

2.22

Hold

DDM

04/01/26

UOB Kay Hian

Mapletree Industrial

1.94

2.22

Hold

DDM

04/29/26

DBS Vickers

Mapletree Industrial

2.06

2.05

Hold

DCF

04/29/26

Lim & Tan

Mapletree Industrial

2.06

2.18

Hold


04/30/26

CIMB

Mapletree Industrial

1.97

2.22

Add

DDM

05/04/26

UOB Kay Hian

Mapletree Industrial

1.97

2.07

Hold

DDM

05/14/26

JPM

Mapletree Industrial

1.93

1.85

Underweight