Red alert: The AI bloodbath is not over yet! - Part 7

 Goldman Sachs (GS) has just picked China stocks for the next investment opportunity!

What are the promising sectors that GS is recommending?

We've also recommended 5 promising sectors that have coincided with GS's recommendations.

https://sg-stock.blogspot.com/2026/07/red-alert-ai-bloodbath-is-not-over-yet_01730508292.html

All the promising 5 sectors will boost China semiconductor market size to about US$750B by 2032.

The rallies in these promising 5 sectors have just started and we can all ride the waves now.  Cheers!

Infinity - Stock calls

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

IHH Healthcare - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
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
05/28/26	DBS Vickers	IHH Healthcare	2.91	3.39	Buy	Ringgit $10.50 target price, Sum of parts

Ifast Corp - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
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
04/27/26	CIMB	Ifast Corp	9	13.45	Add
05/25/26	DBS Vickers	Ifast Corp	8.77	12.15	Buy	Sum of parts
07/13/26	Kim Eng	Ifast Corp	9.07	11.76	Buy	DCF
07/27/26	DBS Vickers	Ifast Corp	9.28	12.15	Buy	Sum of parts
07/28/26	UOB Kay Hian	Ifast Corp	9.03	12.18	Buy	PER27x FY27
07/28/26	CIMB	Ifast Corp	9.03	13	Add

Stock calls for 17 August 2026

Date	Analyst	Company	Last	Target	Call	Valuation
08/17/26	UOB Kay Hian	Bumitama	1.86	2.15	Buy	PER14x FY27
08/17/26	DBS Vickers	Bumitama	1.86	2.3	Buy	PER20.4x FY26
08/17/26	Kim Eng	Bumitama	1.86	2.06	Buy	PER
08/17/26	Phillip	Capitaland Investment	2.74	3.69	Buy	Sum of parts
08/17/26	Phillip	Centurion	1.62	1.94	Buy	Sum of parts
08/17/26	CIMB	Centurion	1.62	2.05	Add	RNAV
08/17/26	phillip	City Developments	8.12	11.32	Buy	RNAV (25% disc)
08/17/26	DBS Vickers	Comfortdelgro	1.35	1.3	Hold	EV/Ebitda5.1x
08/17/26	Kim Eng	Comfortdelgro	1.35	1.45	Hold	DCF
08/17/26	UOB Kay Hian	CSE Global	1.24	1.79	Buy	PER29x FY27
08/17/26	CIMB	CSE Global	1.24	1.95	Add	PER
08/17/26	Kim Eng	CSE Global	1.24	2.25	Buy
08/17/26	UOB Kay Hian	First Resources	3.95	4.57	Buy	PER14x FY27
08/17/26	UOB Kay Hian	Frencken	2.72	3.27	Buy	PER29x FY27
08/17/26	Phillip	Frencken	2.72	3.3	Buy	PER29x FY27
08/17/26	Phillip	HRnetGroup	0.74	0.82	Accumulate	PER (ex-cash)
08/17/26	DMG & Partners	HRnetGroup	0.74	0.86	Buy
08/17/26	Lim & Tan	Innotek	0.47	0	Hold
08/17/26	UOB Kay Hian	Nanofilm	1.05	1.68	Buy	PER37x FY27
08/17/26	DBS Vickers	Nanofilm	1.05	1.42	Buy	PER45x FY27
08/17/26	CIMB	Nanofilm	1.05	1.4	Add	PER
08/17/26	phillip	PanUnited	1.6	1.96	Buy	DCF
08/17/26	phillip	Prime US Reit	0.163	0.25	Buy	DDM
08/17/26	DBS Vickers	Prime US Reit	0.163	0.33	Buy	PB0.65x & DCF
08/17/26	phillip	Propnex	1.84	2.08	Accumulate	DCF
08/17/26	DBS Vickers	Propnex	1.84	1.95	Hold	Sum of parts, PER18x
08/17/26	CIMB	Seatrium	2.14	2.52	Add	PB
08/17/26	Citi Research	Sembcorp Industries	5.83	6.92	Buy	Sum of parts
08/17/26	OCBC	Sembcorp Industries	5.83	7.2	Buy
08/17/26	DBS Vickers	Sembcorp Industries	5.83	7.3	Buy	PER13x FY26
08/17/26	phillip	SGX	25.24	25	Neutral	PER33x FY27
08/17/26	Phillip	Singtel	4.45	5.2	Buy	Sum of parts
08/17/26	Phillip	ST Engineering	10.96	13	Buy	DCF
08/17/26	DBS Vickers	ST Engineering	10.96	12.4	Buy	PER28x FY27 & DCF
08/17/26	Phillip	Stoneweg Reit	1.58	1.89	Buy	DDM
08/17/26	CIMB	Thai Beverage	0.47	0.58	Add	PER
08/17/26	Phillip	Ultragreen	1.26	1.91	Buy	DDM
08/17/26	UOB Kay Hian	UMS	2.72	3.27	Buy	PER30x FY28
08/17/26	DBS Vickers	UMS	2.72	3.62	Buy	PER38x FY27
08/17/26	Lim & Tan	United Hampshire	0.525	0.71	Accumulate
08/17/26	DBS Vickers	Wee Hur	0.66	0.9	Buy	Sum of parts (15% disc)

Red alert for bitcoin (BTC)! - Part 18

We've stated previously that cryptocurrencies including BTC have no meaninful purpose in any mainstream payment system because of its fundamentally flawed design.

The cold wallet hack has raised the crypto security issue again because this is not a direct online hack (not attacking the wallet holder directly).

Furthermore, there was a recent incident of a ridiculous processing fee of over US$160K for a ZERO BTC transfer transaction that won't happen in any existing mainstream payment system (non-crypto).  The worst part was this BTC transaction was irreversible because the processing fee had been awarded to the processing nodes in the the blockchain network already.

The above erroneous transaction of a ZERO amount transfer with ridiculous processing fee is not acceptable in any merchant or cross border transaction and the crypto payment system won't become a mainstream payment system due to its flawed design.  Therefore, only CDBC and Qucurrency are the future mainstream payment systems.

The Iran war situation report. - Part 101

The US has shifted its goalposts again and again.  Initially, the US attacked Iran illegally on the premise of nuclear weapons.  Then, it shifted to the reopening of the strait of hormuz.  Now, it is the lowering of the oil prices.

This illegal Iran war has changed the middle east politics and power already.  The middle east has formed a new military alliance that comprises Pakistan, Saudi Arabia and Turkey and this new Islamic alliance will replace the US to become the new deterrence force in the middle east.

This new islamic alliance will become a formidable force because Pakistan has china weapons and nuclear bombs,  Saudi has monies and Turkey has the advanced western weapons.  We foresee more islamic counties will join this new alliance in the future and the US will have no choice but to fade out from the middle east.

Who will feel threatened by this new Islamic alliance?

Israel and India will be directly threatened by this alliance because India will think twice before waging any war against Pakistan and Israel can't bully any islamic country anymore in the middle east.

We're happy to see the formation of this new Islamic alliance because it is time for the middle east to stand on its feet independently now.  Cheers!

The US consumption had crashed!

 US retail sales had crashed!

We had stated previously that the US consumption was unsustainable when we analyzed the US GDP and the latest US retail sales had corroborated our previous analysis.

https://sg-stock.blogspot.com/2026/07/the-us-q2-gdp-is-worse-than-q1-and-us.html

The US inflation expectation had risen in August because of the intensification  of the Iran war.

This doesn't bode well for the US economy because the US consumption won't rebound in an ever rising inflation phenomenon.

Baltic dry index - 2863

Related stock: Seatrium, Cosco & Pan Ocean.

US rig count (weekly) - 593

 
Related stock: Seatrium & Cosco.

Hyphens Pharma - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
08/21/25	CIMB	Hyphens Pharma	0.29	0.43	Add	DCF
08/25/25	Phillip	Hyphens Pharma	0.315	0.4	Buy	DCF
03/05/26	Phillip	Hyphens Pharma	0.315	0.4	Buy	DCF

Hutchison Port (HPH) - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
08/14/25	DBS Vickers	Hutchison Port	0.21	0.22	Buy	DCF
02/06/26	DBS Vickers	Hutchison Port	0.215	0.26	Buy	DCF
02/06/26	uSMART	Hutchison Port	0.215	0.25	Buy
06/29/26	uSMART	Hutchison Port	0.186	0.19	Hold
07/22/26	DBS Vickers	Hutchison Port	0.189	0.26	Buy	DCF
07/22/26	Lim & Tan	Hutchison Port	0.189	0.23	Accumulate