The Iran war situation report. - Part 9

The US denied that its US soldiers were captured in Iran.

However, Iran released a video about the US soldiers being captured in Iran. 

Does that mean that Iran can kill these US soldiers since the US has abandoned them?

The Iran war situation report. - Part 8

There won't be any peace deal between Iran and Israel (US) anymore.  Why?

The new Iran supreme leader is the son of the killed leader.  His wife and young kid were killed together with his father (previous leader).   He is a very angry man and he will unleash his rage on Israel after his succession.  Furthermore, he has unwavering support from Russia now.

The new leader was an experienced military commander because he had fought in wars before and the IRGC supported him to become the new leader.  This angry man has personal and national vendatta to settle with Israel and the US in this unprovoked Iran war.

Iran has issued a stern warning to Israel (see below).

The new leader is adamant to take revenge against Israel now.  He may destroy all the water desalination plants and energy infrastructure in Israel because Iran is capable to do that with its drones and missiles.

The reality is Iran is the only islamic country in the Middle East that can save the palestinians and help them to establish their own country (Palestine) by destroying Israel.  Therefore, he will be able to unite the coalition of resistance against Israel.

Sheng Siong - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
03/03/25	phillip	Sheng Siong	1.64	1.76	Accumulate	PER18x FY25
03/03/25	DBS Vickers	Sheng Siong	1.64	1.9	Buy	PER19x FY25
03/18/25	UOB Kay Hian	Sheng Siong	1.63	1.92	Buy	PER20x FY25
03/18/25	Citi Research	Sheng Siong	1.63	1.9	Buy
04/07/25	Lim & Tan	Sheng Siong	1.65	1.89	Hold
04/08/25	UOB Kay Hian	Sheng Siong	1.59	1.92	Buy	PER20x FY25
04/24/25	DMG & Partners	Sheng Siong	1.76	1.98	Buy
04/30/25	DBS Vickers	Sheng Siong	1.74	1.9	Buy	PER19x FY25
05/02/25	phillip	Sheng Siong	1.76	1.89	Accumulate	PER18x FY25
05/02/25	DBS Vickers	Sheng Siong	1.76	2	Buy	PER19x FY25/26
05/02/25	Citi Research	Sheng Siong	1.76	2.05	Buy	PER20x FY26
05/05/25	UOB Kay Hian	Sheng Siong	1.76	1.97	Buy	PER20x FY25
06/03/25	UOB Kay Hian	Sheng Siong	1.83	1.97	Buy	PER20x FY25
06/10/25	DBS Vickers	Sheng Siong	1.83	2.3	Buy	PER20.9x FY26
06/23/25	OCBC	Sheng Siong	1.89	1.99	Hold
07/03/25	DMG & Partners	Sheng Siong	1.93	2.12	Buy
07/07/25	CIMB	Sheng Siong	1.97	2.21	Add
07/21/25	Kim Eng	Sheng Siong	2.08	2.3	Buy
07/31/25	DBS Vickers	Sheng Siong	2.13	2.3	Buy	PER20.9x FY26
08/01/25	UOB Kay Hian	Sheng Siong	2.1	2.4	Buy	PER23x FY26
08/01/25	phillip	Sheng Siong	2.1	2.3	Accumulate	PER23x FY26
08/01/25	CIMB	Sheng Siong	2.1	2.21	Add
08/06/25	DMG & Partners	Sheng Siong	2.13	2.41	Buy
08/29/25	DBS Vickers	Sheng Siong	2.02	2.3	Buy	PER20.9x FY26
09/26/25	DBS Vickers	Sheng Siong	2.11	2.3	Buy	PER20.9x FY26
10/13/25	Kim Eng	Sheng Siong	2.14	2.3	Buy	PER
10/22/25	DBS Vickers	Sheng Siong	2.18	2.6	Buy	PER23.7x FY26
11/03/25	UOB Kay Hian	Sheng Siong	2.32	2.5	Buy	PER23x FY26
11/03/25	Kim Eng	Sheng Siong	2.32	2.55	Buy
11/03/25	phillip	Sheng Siong	2.32	2.55	Accumulate
12/05/25	DBS Vickers	Sheng Siong	2.62	2.6	Hold	PER23.7x FY26
01/06/26	DBS Vickers	Sheng Siong	2.67	2.6	Hold	PER23.7x FY26
02/10/26	OCBC	Sheng Siong	2.9	2.89	Hold
02/11/26	DBS Vickers	Sheng Siong	2.85	2.6	Hold	PER23.7x FY26
02/13/26	OCBC	Sheng Siong	2.71	2.89	Buy
03/02/26	DBS Vickers	Sheng Siong	2.63	2.6	Hold	PER24x FY26
03/03/26	phillip	Sheng Siong	2.63	2.82	Accumulate	PER25x
03/03/26	UOB Kay Hian	Sheng Siong	2.63	3	Buy	PER28.5x FY26
03/03/26	CIMB	Sheng Siong	2.63	2.97	Add	PER
03/03/26	Kim Eng	Sheng Siong	2.63	2.9	Buy

SGX - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
04/10/25	OCBC	SGX	12.12	14.09	Buy
04/30/25	OCBC	SGX	14.15	14.78	Hold
05/21/25	DMG & Partners	SGX	14.11	14.1	Neutral
06/13/25	UOB Kay Hian	SGX	13.86	14.08	Hold	PER23x FY26
06/13/25	Lim & Tan	SGX	13.86	13.48	Hold
06/20/25	Kim Eng	SGX	13.85	16.09	Buy	DCF
06/25/25	DBS Vickers	SGX	13.9	14	Buy
07/07/25	DMG & Partners	SGX	15.17	16	Neutral
07/08/25	CIMB	SGX	15.16	18.3	Add
07/10/25	Citi Research	SGX	15.41	13.1	Sell	DDM
07/31/25	DBS Vickers	SGX	15.71	18.2	Buy
08/08/25	DBS Vickers	SGX	16.34	18.2	Buy	PER28x FY27
08/08/25	Lim & Tan	SGX	16.34	15.21	Hold
08/11/25	UOB Kay Hian	SGX	16.02	16.66	Hold	PER24.9x FY27
08/11/25	phillip	SGX	16.02	16.9	Accumulate	PER26x FY26
08/20/25	DMG & Partners	SGX	16.25	15.9	Neutral
09/15/25	DMG & Partners	SGX	16.57	17.8	Neutral	PER25x FY26
09/16/25	Lim & Tan	SGX	17.05	16.06	Hold
10/14/25	Lim & Tan	SGX	17.43	0	Hold
10/14/25	Kim Eng	SGX	17.43	17.67	Buy
11/28/25	JPM	SGX	16.6	18.15	Overweight
12/12/25	UOB Kay Hian	SGX	16.7	17.3	Hold	PER25.5x FY27
12/12/25	Kim Eng	SGX	16.7	18.81	Buy
12/16/25	MorningStar	SGX	17	15	Overvalued
12/16/25	DMG & Partners	SGX	17	18.5	Neutral
01/12/26	Lim & Tan	SGX	17.51	17.51	Hold
02/05/26	DBS Vickers	SGX	17.75	19.2	Buy	PER28x FY27
02/06/26	UOB Kay Hian	SGX	17.64	19.16	Hold
02/06/26	DBS Vickers	SGX	17.64	18.3	Accumulate	PER28x FY26
02/06/26	CIMB	SGX	17.64	19.1	Add	PER
02/16/26	DMG & Partners	SGX	18.03	19	Neutral

Sembcorp Industries - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
03/03/25	DBS Vickers	Sembcorp Industries	6.09	8	Buy	PER13x FY25
03/04/25	Kim Eng	Sembcorp Industries	6.32	7.1	Buy	Sum of parts
03/06/25	phillip	Sembcorp Industries	6.35	7.1	Accumulate	EV/Ebitda8x FY25
03/13/25	Lim & Tan	Sembcorp Industries	6.05	7.25	Accumulate
03/17/25	UOB Kay Hian	Sembcorp Industries	5.96	8	Buy	PER12.6x FY25
03/17/25	CIMB	Sembcorp Industries	5.96	7.81	Add
03/19/25	Lim & Tan	Sembcorp Industries	6.2	7.3	Accumulate
04/02/25	DBS Vickers	Sembcorp Industries	6.42	8	Buy	PER13x FY25
04/02/25	Lim & Tan	Sembcorp Industries	6.42	7.3	Accumulate
04/03/25	CIMB	Sembcorp Industries	6.58	8.14	Add	PER
05/26/25	Lim & Tan	Sembcorp Industries	6.56	7.46	Accumulate on weakness
06/06/25	UOB Kay Hian	Sembcorp Industries	6.65	8	Buy	PER12.6x FY25
06/16/25	Lim & Tan	Sembcorp Industries	6.89	7.79	Accumulate on weakness
06/30/25	phillip	Sembcorp Industries	6.83	8.1	Buy	EV/Ebitda9x FY25
07/15/25	OCBC	Sembcorp Industries	7.51	8.45	Buy
07/17/25	CIMB	Sembcorp Industries	7.71	8.54	Add
08/08/25	DBS Vickers	Sembcorp Industries	7.8	8	Buy	PER13x FY25
08/11/25	UOB Kay Hian	Sembcorp Industries	6.72	7.9	Buy	PER12.8x
08/11/25	phillip	Sembcorp Industries	6.72	7.9	Buy	EV/Ebitda9x FY25
10/24/25	UOB Kay Hian	Sembcorp Industries	6.45	7.91	Buy	PER12.8x
10/24/25	CIMB	Sembcorp Industries	6.45	8.02	Add	PER
10/24/25	JPM	Sembcorp Industries	6.45	7.5	Overweight
10/24/25	Kim Eng	Sembcorp Industries	6.45	6.4	Hold
10/24/25	Macquarie	Sembcorp Industries	6.45	6.64	Neutral
11/24/25	UBS	Sembcorp Industries	6.08	7.65	Buy
12/09/25	Lim & Tan	Sembcorp Industries	5.9	7.47	Accumulate
12/12/25	CIMB	Sembcorp Industries	5.82	7.77	Add	PER13x
12/12/25	JPM	Sembcorp Industries	5.82	5.9	Neutral
12/15/25	phillip	Sembcorp Industries	5.92	7.1	Buy	EV/Ebitda8.3x FY26
12/17/25	Kim Eng	Sembcorp Industries	5.92	5.65	Hold
12/19/25	Macquarie	Sembcorp Industries	5.88	7.04	Outperform	Up from $6.64
02/26/26	UOB Kay Hian	Sembcorp Industries	6.2	7.1	Buy	PER12.3x
02/26/26	CIMB	Sembcorp Industries	6.2	7.68	Add	PER
02/26/26	Lim & Tan	Sembcorp Industries	6.2	7	Accumulate
02/26/26	Macquarie	Sembcorp Industries	6.2	6.59	Outperform
02/27/26	JPM	Sembcorp Industries	6.07	5.8	Neutral
02/27/26	Macquarie	Sembcorp Industries	6.07	6.43	Neutral	Sum of parts
03/02/26	phillip	Sembcorp Industries	6.12	7	Accumulate	EV/Ebitda10x FY26
03/06/26	DBS Vickers	Sembcorp Industries	5.68	7.3	Buy	PER13x FY26