What will the US Fed do for July FOMC meeting?

The Fedwatch tool (See below) shows that the US Fed is likely to stay put and not change its rates.

However, the important thing to note is not the outcome but rather the Fed's outlook on the rate trajectory.

The dovish or hawkish Fed's outlook will impact the mortgage rates, treasury bills and also the stock markets.  Let's watch how this will unfold.

The Iran war situation report. - Part 95

Although the US and Iran have stopped attacking each other for now, Iran is playing hardball because it knows it has the upperhand.

If there are no oil barrels coming out from Hormuz and the red sea, the world will be in serious troubles.

Therefore, the US is running out of time to salvage the peace deal because the US will destroy the world economy with this illegal war that is initiated by the US and Israel.

CSE Global - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
08/08/25	UOB Kay Hian	CSE Global	0.695	0.85	Buy	PER15.6x FY25
08/18/25	CIMB	CSE Global	0.645	0.86	Add	PER
09/05/25	DMG & Partners	CSE Global	0.69	0.86	Buy
09/22/25	CIMB	CSE Global	0.725	0.86	Add	PER
10/14/25	UOB Kay Hian	CSE Global	0.73	0.85	Buy	PER15.6x FY25
10/21/25	Kim Eng	CSE Global	0.665	0.84	Buy	PER
11/06/25	Amfrasers	CSE Global	0.85	0.73	Underperform	DCF
11/12/25	UOB Kay Hian	CSE Global	0.88	1.22	Buy	PER21x FY26
11/12/25	CIMB	CSE Global	0.88	1.15	Add	PER
11/12/25	Kim Eng	CSE Global	0.88	1.2	Buy
11/20/25	Lim & Tan	CSE Global	0.97	1.2	Accumulate
11/28/25	DMG & Partners	CSE Global	0.95	1.22	Buy	PER21x FY26
12/10/25	Amfrasers	CSE Global	0.91	1.08	Outperform	DCF
12/16/25	Lim & Tan	CSE Global	0.91	1.2	Accumulate
01/05/26	UOB Kay Hian	CSE Global	1.03	1.22	Buy	PER21x FY26
01/14/26	DMG & Partners	CSE Global	1.07	1.22	Buy	PER21x FY26
01/30/26	Beansprout	CSE Global	1.15	1.4	Buy
02/02/26	UOB Kay Hian	CSE Global	1.12	1.22	Buy	PER21x FY26
02/11/26	CIMB	CSE Global	1.24	1.5	Add	PER
02/19/26	Lim & Tan	CSE Global	1.27	1.3	Hold
03/02/26	CIMB	CSE Global	1.32	1.5	Add	PER
03/03/26	UOB Kay Hian	CSE Global	1.29	1.43	Buy	PER25x FY26
03/10/26	Amfrasers	CSE Global	1.24	1.79	Outperform	DCF
04/10/26	Lim & Tan	CSE Global	1.24	1.54	Accumulate
04/23/26	DMG & Partners	CSE Global	1.36	1.48	Buy
05/06/26	Lim & Tan	CSE Global	1.36	1.6	Accumulate
05/15/26	CIMB	CSE Global	1.77	2.1	Add	PER
05/15/26	Lim & Tan	CSE Global	1.77	2	Accumulate
05/22/26	DMG & Partners	CSE Global	1.55	1.94	Buy
06/04/26	CIMB	CSE Global	1.65	2	Add	PER
06/09/26	UOB Kay Hian	CSE Global	1.33	1.79	Buy	PER29x FY27
06/19/26	Kim Eng	CSE Global	1.43	2.25	Buy
07/24/26	DMG & Partners	CSE Global	1.24	1.94	Buy
07/27/26	DBS Vickers	CSE Global	1.02	1.4	Buy	EV/Ebitda
07/27/26	CIMB	CSE Global	1.02	2	Add	PER

Comfortdelgro - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
08/06/25	DMG & Partners	Comfortdelgro	1.55	1.75	Buy	DCF
08/14/25	Kim Eng	Comfortdelgro	1.58	1.7	Buy	DCF
08/15/25	UOB Kay Hian	Comfortdelgro	1.53	1.7	Buy	PER16x FY25
08/15/25	phillip	Comfortdelgro	1.53	1.68	Accumulate	DCF
09/02/25	DBS Vickers	Comfortdelgro	1.47	1.8	Buy	PB1.3x & EV/Ebitda5.4x
09/02/25	CIMB	Comfortdelgro	1.47	1.7	Add	PER
09/02/25	Lim & Tan	Comfortdelgro	1.47	1.73	Accumulate
09/17/25	Lim & Tan	Comfortdelgro	1.51	1.8	Accumulate
09/22/25	Kim Eng	Comfortdelgro	1.49	1.7	Buy	DCF
09/22/25	Lim & Tan	Comfortdelgro	1.49	1.73	Accumulate
10/10/25	DBS Vickers	Comfortdelgro	1.49	1.8	Buy	PB1.3x & EV/Ebitda5.4x
10/30/25	DMG & Partners	Comfortdelgro	1.45	1.75	Buy	DCF
11/13/25	UOB Kay Hian	Comfortdelgro	1.48	1.76	Buy	PER16x FY26
11/13/25	DBS Vickers	Comfortdelgro	1.48	1.8	Buy	PB1.3x & EV/Ebitda5.4x
11/13/25	CIMB	Comfortdelgro	1.48	1.7	Add	PER
11/17/25	phillip	Comfortdelgro	1.46	1.62	Accumulate	DCF
11/26/25	DMG & Partners	Comfortdelgro	1.44	1.75	Buy	DCF
12/22/25	DMG & Partners	Comfortdelgro	1.44	1.75	Buy	DCF
01/19/26	DBS Vickers	Comfortdelgro	1.47	1.8	Buy	PB1.3x & EV/Ebitda5.4x
02/13/26	DMG & Partners	Comfortdelgro	1.49	1.75	Buy	DCF
03/02/26	UOB Kay Hian	Comfortdelgro	1.55	1.82	Buy	PER16x FY26
03/02/26	DBS Vickers	Comfortdelgro	1.55	1.6	Hold	EV/Ebitda5.3x
03/03/26	Lim & Tan	Comfortdelgro	1.49	1.7	Accumulate on weakness
03/04/26	phillip	Comfortdelgro	1.49	1.5	Accumulate	DCF
03/12/26	Lim & Tan	Comfortdelgro	1.45	1.68	Accumulate on weakness
04/02/26	CIMB	Comfortdelgro	1.46	1.7	Add
04/10/26	DMG & Partners	Comfortdelgro	1.47	1.65	Buy	DCF
04/17/26	Lim & Tan	Comfortdelgro	1.48	1.68	Accumulate on weakness
05/14/26	phillip	Comfortdelgro	1.42	1.35	Neutral	DCF
05/14/26	UOB Kay Hian	Comfortdelgro	1.42	1.54	Hold	PER17x FY26
05/14/26	DBS Vickers	Comfortdelgro	1.42	1.11	Fully Valued	EV/Ebitda4.7x
05/14/26	CIMB	Comfortdelgro	1.42	1.7	Add	PER
05/14/26	Kim Eng	Comfortdelgro	1.42	1.5	Hold
06/22/26	DBS Vickers	Comfortdelgro	1.3	1.3	Hold	EV/Ebitda5.1x
07/14/26	DBS Vickers	Comfortdelgro	1.35	1.3	Hold	EV/Ebitda5.1x
07/15/26	DMG & Partners	Comfortdelgro	1.33	1.45	Buy	DCF

Coliwoo - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
11/03/25	Lim & Tan	Coliwoo	0.6	0.8	Subscribe	PER15.4x FY26 & DCF
11/27/25	Lim & Tan	Coliwoo	0.56	0.8	Accumulate on weakness
12/19/25	Lim & Tan	Coliwoo	0.55	0.8	Accumulate
01/08/26	Lim & Tan	Coliwoo	0.56	0.8	Accumulate
01/09/26	Kim Eng	Coliwoo	0.56	0.74	Buy	PER
01/09/26	Tickrs Financial	Coliwoo	0.56	0.7	Buy
01/15/26	CIMB	Coliwoo	0.58	0.74	Add	PER
01/23/26	DBS Vickers	Coliwoo	0.61	0.88	Buy	Sum of parts
01/23/26	DMG & Partners	Coliwoo	0.61	0.82	Buy
02/02/26	Kim Eng	Coliwoo	0.6	0.74	Buy	PER
04/23/26	DMG & Partners	Coliwoo	0.49	0.85	Buy
04/27/26	Kim Eng	Coliwoo	0.475	0.74	Buy	PER12x FY27
05/25/26	CIMB	Coliwoo	0.5	0.74	Add	DCF
07/07/26	Kim Eng	Coliwoo	0.48	0.74	Buy	PER12x FY27

Stock calls for 27 July 2026

Date	Analyst	Company	Last	Target	Call	Valuation
07/27/26	DBS Vickers	CSE Global	1.02	1.4	Buy	EV/Ebitda
07/27/26	CIMB	CSE Global	1.02	2	Add	PER
07/27/26	phillip	Elite ComReit	0.31	0.41	Buy	DDM
07/27/26	DBS Vickers	Ifast Corp	9.28	12.15	Buy	Sum of parts
07/27/26	Phillip	Keppel DC Reit	2.25	2.46	Accumulate	DDM
07/27/26	UOB Kay Hian	Mapletree Industrial	1.93	2.07	Hold	DDM
07/27/26	phillip	Prime US Reit	0.155	0.32	Buy	DDM
07/27/26	DBS Vickers	Raffles Medical	0.95	1.25	Buy	PER30x FY26
07/27/26	DBS Vickers	Seatrium	2.13	3	Buy	PB1.35x FY26
07/27/26	DBS Vickers	Singtel	4.39	5.46	Buy	Sum of parts (10% disc)
07/27/26	DBS Vickers	Starhub	1.02	1.4	Buy	Sum of parts
07/27/26	Phillip	Stoneweg Reit	1.57	1.89	Buy	DDM
07/27/26	UOB Kay Hian	Suntec Reit	1.52	1.75	Buy	DDM
07/27/26	Phillip	Suntec Reit	1.52	1.69	Accumulate	DDM
07/27/26	DBS Vickers	Suntec Reit	1.52	1.7	Buy
07/27/26	Phillip	United Hampshire	0.52	0.69	Buy	DDM