Saturday, June 13, 2026
The Iran war situation report. - Part 74
We've stated previously that the US had to relent and give in to Iran's demands to achieve a peace deal. Trump did exactly what we've projected but he received some severe backlash from the republicans and democrats for caving in to the Iran's demands. Thereafter, he tried to backtrack and deny the peace deal.
Another thing to note was Trump had left Israel out of the peace deal negotiation. As stated previously, the anglo-saxons were trying to abandon and decimate Israel (Jews) to take back the control of the US from the Jews in the US and Trump abanonded Israel at the behest of the anglo-saxons.
Last but not least, the UAE had reached a deal with Iran for a non-retaliation deal. The deal involved the UAE to release the locked up Iran's fund in exchange for an exclusion of any military revanchism (Iran didn't attack UAE for its retaliation).
Friday, June 12, 2026
The Iran war situation report. - Part 73
The US is getting very delusional now by insisting that the Iran Deal is closed.
There is a rumour that the deal is just a MOU and the MOU is not a legal binding contract. A MOU only represents a common interest between the involved parties.
However, Iran has rejected Trump's proclamation.
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 |
01/06/26 |
DMG & Partners |
Sheng Siong |
2.67 |
3.02 |
Buy |
|
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 |
|
04/07/26 |
Lim & Tan |
Sheng Siong |
2.94 |
2.79 |
Hold |
|
04/08/26 |
CIMB |
Sheng Siong |
2.97 |
3.4 |
Add |
PER |
04/30/26 |
DBS Vickers |
Sheng Siong |
2.99 |
2.8 |
Hold |
PER26x FY26 |
04/30/26 |
Lim & Tan |
Sheng Siong |
2.99 |
3 |
Accumulate on weakness |
|
05/04/26 |
UOB Kay Hian |
Sheng Siong |
3.03 |
3.4 |
Buy |
PER31x FY27 |
05/04/26 |
phillip |
Sheng Siong |
3.03 |
3.16 |
Accumulate |
PER28x FY26 |
05/05/26 |
DMG & Partners |
Sheng Siong |
3.04 |
3.45 |
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 |
BOA |
SGX |
17 |
14.7 |
Underperform |
|
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 |
|
03/13/26 |
Lim & Tan |
SGX |
18.3 |
19 |
Hold |
|
04/02/26 |
BOA |
SGX |
19.96 |
20.5 |
Neutral |
|
04/06/26 |
JPM |
SGX |
20 |
22 |
Overweight |
|
04/10/26 |
DBS Vickers |
SGX |
20.31 |
22.5 |
Buy |
PER30x FY26/27 |
04/23/26 |
DMG & Partners |
SGX |
21.7 |
20.3 |
Neutral |
|
06/11/26 |
UOB Kay Hian |
SGX |
21.7 |
21.7 |
Hold |
PER27.1x FY28 |
06/11/26 |
Lim & Tan |
SGX |
21.7 |
21.7 |
Hold |
|
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 |
02/27/26 |
Kim Eng |
Sembcorp Industries |
6.07 |
5.6 |
Hold |
|
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 |
03/18/26 |
CIMB |
Sembcorp Industries |
5.85 |
7.68 |
Add |
PER |
04/15/26 |
UOB Kay Hian |
Sembcorp Industries |
6.89 |
8.06 |
Buy |
PER11.8x FY27 |
06/08/26 |
Kim Eng |
Sembcorp Industries |
6.13 |
6 |
Hold |
|
06/12/26 |
CIMB |
Sembcorp Industries |
6.13 |
7.68 |
Add |
PER |
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