Red alert - The Iran war has started!

The Iran war has started!

Just as we've stated  in Part 5, it was safer for the US to attack Iran sooner rather than later.

https://sg-stock.blogspot.com/2026/02/will-china-intervene-in-iran-us-war_27.html

Red alert for bitcoin (BTC)! - Part 8

As stated previously in our post (see Part 2), many more crypto miners are cashing out their BTC holdings and running for the exit.  The video below is corroborating our post.

https://sg-stock.blogspot.com/2026/02/red-alert-for-bitcoin-btc-part-2.html

Will China intervene in an Iran-US war? - Part 5

China is going to supply Iran with CM-302, aka YJ-12, to defend itself against the US aircraft carriers.  Like we've stated from the beginning, China would help Iran because China had more to lose for giving up on Iran.

The US has to strike Iran sooner or else its aircraft carriers will be in grave danger when CM-302 missiles arrive in Iran.  Currently, China is supplying intelligence to Iran for nearby US military deployments and this has made any surprise US strike impossible.

The US inflation is starting to rear its head again! - Part 2

The US core PPI had climbed to 3.6% (YOY).  Now that the core PPI and PCE have both moved in a synchronized upward trend, it is highly unlikely for the US Fed to reduce its rates in the 1st half of 2026.

Phil AP Div Reit - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
05/29/25	phillip	Phil AP Div Reit	1.1	1.095	Accumulate	Sum of parts
11/28/25	phillip	Phil AP Div Reit	1.191	1.29	Accumulate	Sum of parts

PC Partner - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
01/08/26	Amfrasers	PC Partner	1.02	1.73	outperform	DCF
02/09/26	Tickrs Financial	PC Partner	1.33	2.2	Buy	Sum of parts

Parkway Life - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
03/06/25	UOB Kay Hian	Parkway Life	3.85	4.85	Buy	DDM
04/01/25	UOB Kay Hian	Parkway Life	4.15	4.85	Buy	DDM
04/23/25	Kim Eng	Parkway Life	4.23	4.5	Buy	DDM
04/30/25	CIMB	Parkway Life	4.18	4.91	Add
04/30/25	OCBC	Parkway Life	4.18	4.65	Buy
05/21/25	UOB Kay Hian	Parkway Life	4.14	4.85	Buy	DDM
05/28/25	Kim Eng	Parkway Life	4.1	4.5	Buy	DDM
06/27/25	UOB Kay Hian	Parkway Life	4.1	5.33	Buy	DDM
08/01/25	UOB Kay Hian	Parkway Life	4.03	5.33	Buy	DDM
08/06/25	Lim & Tan	Parkway Life	4.06	4.85	Accumulate on weakness
08/07/25	Kim Eng	Parkway Life	4.11	4.5	Buy	DDM
08/07/25	CIMB	Parkway Life	4.11	4.93	Add	DDM
08/08/25	DBS Vickers	Parkway Life	4.1	4.75	Buy	DCF
08/18/25	UOB Kay Hian	Parkway Life	4.03	5.34	Buy	DDM
09/01/25	UOB Kay Hian	Parkway Life	4.22	5.34	Buy	DDM
11/06/25	CIMB	Parkway Life	4.05	4.97	Add	DDM
11/25/25	UOB Kay Hian	Parkway Life	4.02	5.42	Buy	DDM
02/03/26	DBS Vickers	Parkway Life	4.07	4.75	Buy	DCF
02/03/26	Lim & Tan	Parkway Life	4.07	4.8	Accumulate on weakness
02/04/26	UOB Kay Hian	Parkway Life	4.1	5.45	Buy	DDM
02/04/26	CIMB	Parkway Life	4.1	4.97	Add	DDM

Stock calls for 27 February 2026

Date	Analyst	Company	Last	Target	Call	Valuation
02/27/26	UOB Kay Hian	AEM	2.47	2.65	Buy	PER25x FY26
02/27/26	DBS Vickers	AEM	2.47	3.3	Buy	PER30x FY26
02/27/26	CIMB	AEM	2.47	3.14	Add	PER
02/27/26	Kim Eng	AEM	2.47	2.84	Buy
02/27/26	DBS Vickers	Aztech	0.67	0.67	Hold	PER12x FY27
02/27/26	OCBC	Bumitama	1.33	1.5	Buy
02/27/26	DBS Vickers	Frasers Property	1.06	1.5	Buy	RNAV (45% disc)
02/27/26	DBS Vickers	Hong Leong Asia	3.06	3.9	Buy	Sum of parts
02/27/26	OCBC	Hong Leong Asia	3.06	4.2	Buy	DCF
02/27/26	Phillip	HRnetGroup	0.74	0.82	Accumulate
02/27/26	CIMB	HRnetGroup	0.74	0.78	Add	PER
02/27/26	DBS Vickers	Nanofilm	0.62	0.68	Hold	PER29x FY26
02/27/26	phillip	OCBC	21.34	22.3	Accumulate
02/27/26	phillip	PanUnited	1.32	1.73	Buy	DCF
02/27/26	UOB Kay Hian	Seatrium	2.28	3.15	Buy
02/27/26	CIMB	Seatrium	2.28	2.84	Add	PB
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
02/27/26	DBS Vickers	ST Engineering	10.02	10.2	Buy	DCF
02/27/26	Phillip	Stoneweg Reit	1.67	1.89	Buy	DDM
02/27/26	DBS Vickers	UOL	10.68	17.5	Buy	RNAV (25% disc)
02/27/26	OCBC	UOL	10.68	12.87	Buy	RNAV
02/27/26	Lim & Tan	UOL	10.68	11.42	Hold
02/27/26	DBS Vickers	Venture	16.9	17.9	Buy	PER21x FY26
02/27/26	Kim Eng	Venture	16.9	18.1	Buy	PER
02/27/26	DBS Vickers	Wilmar	3.5	3	Hold	PER11.7x FY26
02/27/26	UOB Kay Hian	Yangzijiang Shipping	3.92	4.6	Buy
02/27/26	DBS Vickers	Yangzijiang Shipping	3.92	4.55	Buy	PB2.6x FY26, PER11x FY26
02/27/26	CIMB	Yangzijiang Shipping	3.92	4.95	Add	PER

Paragon Reit - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
02/12/25	Lim & Tan	Paragon Reit	0.99	1.02	Hold	Offer @ $0.98
02/12/25	CIMB	Paragon Reit	0.99	0.92	Hold
02/13/25	CIMB	Paragon Reit	0.99	0.98	Hold	Offer @ $0.98
03/27/25	Lim & Tan	Paragon Reit	0.97	0.98	Accept Offer	Offer @ $0.98

Pan-United - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
01/14/25	CIMB	PanUnited	0.56	0.75	Add
02/28/25	phillip	PanUnited	0.615	0.75	Buy	DCF
03/07/25	CIMB	PanUnited	0.625	0.75	Add
03/14/25	UOB Kay Hian	PanUnited	0.62	0.81	Buy
04/08/25	UOB Kay Hian	PanUnited	0.575	0.81	Buy
04/08/25	Lim & Tan	PanUnited	0.575	0.77	Accumulate
05/27/25	CIMB	PanUnited	0.705	0.823	Add
07/07/25	CIMB	PanUnited	0.87	0.958	Add
07/10/25	UOB Kay Hian	PanUnited	0.895	1.06	Buy	PER14x FY25
08/15/25	CIMB	PanUnited	1.07	1.2	Add	EV/Ebitda
08/18/25	phillip	PanUnited	1.13	1.34	Buy	DCF
09/11/25	UOB Kay Hian	PanUnited	1.18	1.33	Buy	PER17x FY26
02/26/26	UOB Kay Hian	PanUnited	1.27	1.42	Buy	PER17x FY26
02/26/26	CIMB	PanUnited	1.27	1.55	Add	EV/Ebitda

Pacific Radiance - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
12/12/24	CIMB	Pacific Radiance	0.047	0.07	Add	PB
03/05/25	CIMB	Pacific Radiance	0.044	0.07	Add
03/17/25	phillip	Pacific Radiance	0.045	0.06	Buy	PER8x FY25
08/20/25	CIMB	Pacific Radiance	0.05	0.09	Add	PER
08/27/25	phillip	Pacific Radiance	0.067	0.098	Buy	PER8x FY26
10/06/25	CIMB	Pacific Radiance	0.105	0.14	Add	PER

Stock calls for 26 February 2026

Date	Analyst	Company	Last	Target	Call	Valuation
02/26/26	OCBC	Ascendas India Trust	1.21	1.37	Buy	DDM
02/26/26	UOB Kay Hian	Delfi	0.945	1.12	Buy	PER14x FY26
02/26/26	DBS Vickers	Delfi	0.945	1	Hold	PER14x FY26
02/26/26	UOB Kay Hian	Food Empire	3.27	4.21	Buy	PER25x FY26
02/26/26	CIMB	Info-Tech System	1.05	1.35	Add	PER
02/26/26	DBS Vickers	Nanofilm	0.645	0.71	Hold	PER29x FY26
02/26/26	UOB Kay Hian	OCBC	21.4	24.85	Buy	GGM, PB1.76x FY26
02/26/26	CIMB	OCBC	21.4	23.4	Add	GGM
02/26/26	UOB Kay Hian	PanUnited	1.27	1.42	Buy	PER17x FY26
02/26/26	CIMB	PanUnited	1.27	1.55	Add	EV/Ebitda
02/26/26	Lim & Tan	Seatrium	2.21	2.65	Accumulate on weakness
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	UOB Kay Hian	SIA	7.17	7.18	Hold	PB1.36x FY27
02/26/26	DBS Vickers	SIA	7.17	7.5	Hold	EV/Ebitda4.7x FY26
02/26/26	CIMB	SIA	7.17	7.44	Add	PB
02/26/26	OCBC	SIA	7.17	6.88	Hold
02/26/26	Kim Eng	SIA	7.17	7.03	Hold
02/26/26	OCBC	Singapore Post	0.385	0.4	Hold
02/26/26	Amfrasers	Skylink	0.295	0.44	Outperform	DCF
02/26/26	DBS Vickers	Stoneweg Reit	1.66	1.9	Buy	DCF
02/26/26	phillip	UOB	36.98	37	Neutral	GGM, PB1.26x FY26