Isoteam - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
03/21/25	DMG & Partners	Isoteam	0.077	0.08	Buy
03/25/25	Kim Eng	Isoteam	0.078	0.104	Buy
04/16/25	CIMB	Isoteam	0.069	0.096	Add
05/08/25	Amfrasers	Isoteam	0.077	0.1	outperform	DCF
05/23/25	Kim Eng	Isoteam	0.075	0.104	Buy
07/03/25	CIMB	Isoteam	0.077	0.1	Add
07/03/25	SAC Capital	Isoteam	0.077	0.091	Buy
07/07/25	Kim Eng	Isoteam	0.074	0.104	Buy
08/29/25	CIMB	Isoteam	0.08	0.102	Add	PER
08/29/25	Kim Eng	Isoteam	0.08	0.1	Buy
09/04/25	SAC Capital	Isoteam	0.083	0.096	Buy
09/12/25	Lim & Tan	Isoteam	0.087	0.1	Accumulate
09/17/25	CIMB	Isoteam	0.088	0.11	Add
09/24/25	Lim & Tan	Isoteam	0.084	0.11	Accumulate
09/26/25	DMG & Partners	Isoteam	0.084	0.078	Neutral
10/17/25	Amfrasers	Isoteam	0.081	0.099	outperform	DCF
11/28/25	Lim & Tan	Isoteam	0.077	0.096	Accumulate
12/01/25	DMG & Partners	Isoteam	0.078	0.078	Neutral
01/28/26	Kim Eng	Isoteam	0.087	0.1	Buy	PER9x FY26/27
02/13/26	CIMB	Isoteam	0.087	0.122	Add	PER12x FY26
02/13/26	Kim Eng	Isoteam	0.087	0.12	Buy	PER11x FY26/27
02/13/26	DMG & Partners	Isoteam	0.087	0.087	Neutral
04/21/26	CIMB	Isoteam	0.081	0.11	Add	PER
04/22/26	Kim Eng	Isoteam	0.084	0.12	Buy	PER11x FY26/27

ISDN - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
03/11/25	CIMB	ISDN	0.35	0.4	Add	PER
04/22/25	CIMB	ISDN	0.315	0.28	Hold
07/31/25	CIMB	ISDN	0.365	0.44	Add
08/25/25	CIMB	ISDN	0.385	0.44	Add
04/28/26	CIMB	ISDN	0.48	0.96	Add	PER

Ireit - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
04/07/25	DMG & Partners	Ireit	0.245	0.34	Buy	DDM
08/11/25	DBS Vickers	Ireit	0.295	0.3	Hold	DCF
09/04/25	DMG & Partners	Ireit	0.285	0.35	Buy	DDM
11/25/25	DMG & Partners	Ireit	0.285	0.35	Buy	DDM
03/06/26	DMG & Partners	Ireit	0.265	0.27	Neutral	DDM
04/29/26	DBS Vickers	Ireit	0.235	0.3	Hold	DCF

Stock calls for 11 May 2026

Date	Analyst	Company	Last	Target	Call	Valuation
05/11/26	DBS Vickers	Avepoint	13.3	20	Buy	EV/Sales 7x
05/11/26	Lim & Tan	BRC Asia	4.7	5.2	Accumulate
05/11/26	CIMB	Frasers Property	1.11	1.41	Add	RNAV (45% discount)
05/11/26	Lim & Tan	Geo Energy	0.61	0.8	Buy
05/11/26	CIMB	Hong Leong Asia	3.29	5.5	Add	Sum of parts
05/11/26	DBS Vickers	Jardine C&C	32.88	39	Buy	Sum of parts (5% disc)
05/11/26	UOB Kay Hian	OCBC	21.92	26.8	Buy	GGM, PB1.9x FY26
05/11/26	phillip	OCBC	21.92	22	Neutral	GGM, PB1.6x FY26
05/11/26	Phillip	Starhub	1.01	0.95	Neutral

The Iran war situation report. - Part 59

We're proven right in Part 58 stating that there would not be any peace deal.  Both sides had rejected each other's peace propositions.

The Iran war must go on!

The Iran war situation report. - Part 58

Despite the current ceasefire status, the Iran war looks like it is resuming with small battles going on.

Iran had shot down another MQ-9A reaper.

There were also some military strikes conducted by both sides (Iran and US).

The US has been saying that a peace deal between the US and iran is nearing to a close.  What's the veracity?

Well, we can only believe in what the US is doing and not what the US is saying.

Judging from the above situations, we don't see any peace deal coming soon.

The US consumer inflation expectation is at a one year high.

The US consumer inflation expectation (1-year) had spiked to 3.6% which was a one year high and the culprit was the illegal Iran war started by the US.

Innotek - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
03/03/25	Lim & Tan	Innotek	0.43	0	Accumulate
04/15/25	Lim & Tan	Innotek	0.36	0	Accumulate
08/14/25	Lim & Tan	Innotek	0.395	0	Hold
10/13/25	Lim & Tan	Innotek	0.55	0	Accumulate on weakness
11/20/25	Lim & Tan	Innotek	0.72	0	Accumulate
12/09/25	Lim & Tan	Innotek	0.655	0	Accumulate
01/27/26	Lim & Tan	Innotek	0.92	1	Hold
03/09/26	DBS Vickers	Innotek	0.67	0.88	Unrated	PER21x FY27
03/17/26	Lim & Tan	Innotek	0.625	0	Technical Buy

Info-Tech System - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
08/12/25	CIMB	Info-Tech System	0.83	1.1	Add	PER
08/29/25	OCBC	Info-Tech System	0.86	1	Buy
08/29/25	Aletheia Capital	Info-Tech System	0.86	1.17	Buy	DCF
01/22/26	CIMB	Info-Tech System	0.86	1.1	Add	PER
02/13/26	DBS Vickers	Info-Tech System	0.955	1.2	Buy	PER20x FY26
02/26/26	CIMB	Info-Tech System	1.05	1.35	Add	PER
03/03/26	OCBC	Info-Tech System	1.08	1.3	Buy
04/09/26	Lim & Tan	Info-Tech System	1.04	1.35	Accumulate
04/17/26	Amfrasers	Info-Tech System	1	1.4	Buy	PER15.5x FY27
04/23/26	DMG & Partners	Info-Tech System	1.09	1.4	Buy

Infinity - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
04/06/26	Amfrasers	Infinity	0.4	0.62	outperform	DCF

Stock calls for 8 May 2026

Date	Analyst	Company	Last	Target	Call	Valuation
05/08/26	DBS Vickers	AIMS AMP Cap Ind Reit	1.58	1.66	Buy	DCF
05/08/26	Kim Eng	AIMS AMP Cap Ind Reit	1.58	1.68	Buy	DDM
05/08/26	UOB Kay Hian	Aoxin Q&M	0.26	0.36	Buy	PER
05/08/26	UOB Kay Hian	Beng Kuang Marine	0.57	0.75	Buy	PER14x FY27
05/08/26	Lim & Tan	Beng Kuang Marine	0.57	0.69	Buy	PER13x FY27
05/08/26	DBS Vickers	OCBC	21.88	25.5	Buy	GGM, PB1.7x FY27
05/08/26	Lim & Tan	OCBC	21.88	22.86	Accumulate on weakness
05/08/26	Kim Eng	Starhub	1.01	1	Hold
05/08/26	phillip	UOB	36.7	37	Neutral	GGM, PB1.26x FY26
05/08/26	OCBC	UOB	36.7	41	Buy
05/08/26	Phillip	Venture	18.65	22.1	Buy	PER25x FY26

IHH Healthcare - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
03/21/25	DBS Vickers	IHH Healthcare	2.04	2.48	Buy	Ringgit $8.20 target price, Sum of parts
06/02/25	DBS Vickers	IHH Healthcare	2.1	2.48	Buy	Ringgit $8.20 target price, Sum of parts
09/02/25	DBS Vickers	IHH Healthcare	2.08	2.61	Buy	Ringgit $8.60 target price, Sum of parts
11/27/25	DBS Vickers	IHH Healthcare	2.51	2.61	Buy	Ringgit $8.60 target price, Sum of parts
11/28/25	DBS Vickers	IHH Healthcare	2.6	2.88	Buy	Ringgit $9.20 target price, Sum of parts
03/03/26	DBS Vickers	IHH Healthcare	2.89	3.26	Buy	Ringgit $10.10 target price, Sum of parts

Ifast Corp - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
03/12/25	DBS Vickers	Ifast Corp	7.75	10.88	Buy	DCF
04/10/25	DBS Vickers	Ifast Corp	6.2	10.88	Buy	DCF
04/28/25	Lim & Tan	Ifast Corp	7.19	9.42	Hold
04/29/25	UOB Kay Hian	Ifast Corp	6.35	7.28	Buy	PER25x FY25
04/29/25	DBS Vickers	Ifast Corp	6.35	9.22	Buy	DCF
05/05/25	Lim & Tan	Ifast Corp	6.3	7	Hold
06/30/25	UOB Kay Hian	Ifast Corp	6.6	7.28	Buy	PER25x FY25
07/28/25	DBS Vickers	Ifast Corp	7.42	9.22	Buy	Sum of parts & DCF
07/29/25	UOB Kay Hian	Ifast Corp	8.17	9.92	Buy	PER29x FY26
07/29/25	DBS Vickers	Ifast Corp	8.17	10	Buy	Sum of parts & DCF
10/27/25	DBS Vickers	Ifast Corp	9.23	10	Buy	Sum of parts & DCF
10/27/25	Lim & Tan	Ifast Corp	9.23	10	Hold
10/28/25	UOB Kay Hian	Ifast Corp	9.81	11.12	Buy	PER32x FY26
10/28/25	DBS Vickers	Ifast Corp	9.81	12	Buy	Sum of parts & DCF
10/28/25	CIMB	Ifast Corp	9.81	11.7	Add	Sum of parts
10/28/25	Aletheia Capital	Ifast Corp	9.81	11.5	Buy	Up from $10.50
10/31/25	Kim Eng	Ifast Corp	9.72	11.95	Buy	PER29.5x FY26
01/06/26	DBS Vickers	Ifast Corp	9.57	12	Buy	Sum of parts & DCF
01/15/26	Aletheia Capital	Ifast Corp	9.72	13.5	Buy
02/13/26	DBS Vickers	Ifast Corp	9.78	12	Buy	Sum of parts & DCF
02/16/26	UOB Kay Hian	Ifast Corp	9.39	11.77	Buy	PER32x FY26
02/16/26	DBS Vickers	Ifast Corp	9.39	12.15	Buy	Sum of parts
03/10/26	UOB Kay Hian	Ifast Corp	8.67	11.77	Buy	PER32x FY26
03/20/26	DBS Vickers	Ifast Corp	8.78	12.15	Buy	Sum of parts
03/30/26	DMG & Partners	Ifast Corp	9.22	12.2	Buy
04/23/26	DMG & Partners	Ifast Corp	9.6	12.2	Buy
04/24/26	DBS Vickers	Ifast Corp	9.49	12.15	Buy	Sum of parts
04/24/26	Lim & Tan	Ifast Corp	9.49	12.21	Accumulate
04/27/26	UOB Kay Hian	Ifast Corp	9	11.77	Buy	PER32x FY26