Tuesday, July 21, 2026
Red alert: The AI bloodbath is not over yet!
The US has just announced that it can sanction China AI companies for distillation theft. Why is the real reason for the US to do this?
The truth is not to punish China for the distillation theft but the US is losing the AI competition to China. The US AI industry will collapse when more americans are using China AI (see below) because many americans won't pay for the higher prices of US AI when the cheaper or free China AI is on par or better (look at the below chart).
Therefore, there will be heavy knee-jerk reactions to the AI stocks when the US and China start to sanction each other. Let's watch how this will unfold.
The Iran war situation report. - Part 90
The US is facing huge difficulties to sustain this illegal Iran war because it is running out of cash and missiles.
Trump will be compelled to reinstate the ceasefire deal to replenish its missiles in the middle east and also to buy more time to get more Iran war money from the congress.
Furthermore, Saudi is facing maritime blockage imposed by Houthis in the red sea. This will reduce crude oil exports via the red sea and also will push up the crude oil prices.
Capitaland Investment - Stock calls
Date |
Analyst |
Company |
Last |
Target |
Call |
Valuation |
08/13/25 |
Lim & Tan |
Capitaland Investment |
2.75 |
3.42 |
Buy |
|
08/13/25 |
Citi Research |
Capitaland Investment |
2.75 |
3.4 |
Buy |
|
08/15/25 |
Uob Kay Hian |
Capitaland Investment |
2.72 |
3.49 |
Buy |
Sum of parts |
08/15/25 |
DBS Vickers |
Capitaland Investment |
2.72 |
3.65 |
Buy |
Sum of parts |
08/15/25 |
CIMB |
Capitaland Investment |
2.72 |
4.3 |
Add |
RNAV |
08/15/25 |
Lim & Tan |
Capitaland Investment |
2.72 |
3.38 |
Buy |
|
08/18/25 |
Phillip |
Capitaland Investment |
2.7 |
3.65 |
Buy |
Sum of parts |
09/25/25 |
Lim & Tan |
Capitaland Investment |
2.68 |
3.4 |
Buy |
|
10/17/25 |
Lim & Tan |
Capitaland Investment |
2.65 |
3.39 |
Buy |
|
11/04/25 |
DBS Vickers |
Capitaland Investment |
2.66 |
3.65 |
Buy |
Sum of parts |
11/07/25 |
CIMB |
Capitaland Investment |
2.65 |
4.3 |
Add |
RNAV |
11/07/25 |
Lim & Tan |
Capitaland Investment |
2.65 |
3.41 |
Buy |
|
11/10/25 |
Phillip |
Capitaland Investment |
2.68 |
3.65 |
Buy |
Sum of parts |
11/14/25 |
Kim Eng |
Capitaland Investment |
2.69 |
3.3 |
Buy |
Sum of parts |
11/25/25 |
Lim & Tan |
Capitaland Investment |
2.63 |
3.39 |
Buy |
|
12/08/25 |
Lim & Tan |
Capitaland Investment |
2.61 |
3.39 |
Buy |
|
12/23/25 |
Lim & Tan |
Capitaland Investment |
2.67 |
3.5 |
Accumulate |
|
01/05/26 |
Uob Kay Hian |
Capitaland Investment |
2.74 |
3.49 |
Buy |
Sum of parts |
01/07/26 |
Lim & Tan |
Capitaland Investment |
2.76 |
3.39 |
Accumulate |
|
01/08/26 |
DBS Vickers |
Capitaland Investment |
2.78 |
3.65 |
Buy |
Sum of parts |
02/10/26 |
Lim & Tan |
Capitaland Investment |
3.16 |
3.3 |
Hold |
|
02/11/26 |
Uob Kay Hian |
Capitaland Investment |
3.17 |
3.49 |
Buy |
Sum of parts |
02/11/26 |
DBS Vickers |
Capitaland Investment |
3.17 |
3.65 |
Buy |
Sum of parts |
02/12/26 |
Uob Kay Hian |
Capitaland Investment |
3.06 |
4.05 |
Buy |
Sum of parts |
02/12/26 |
CIMB |
Capitaland Investment |
3.06 |
4.19 |
Add |
RNAV |
02/12/26 |
CIMB |
Capitaland Investment |
3.06 |
3.4 |
Buy |
RNAV (20% disc) |
02/16/26 |
Phillip |
Capitaland Investment |
3.12 |
3.69 |
Buy |
Sum of parts |
03/10/26 |
Uob Kay Hian |
Capitaland Investment |
2.82 |
4.05 |
Buy |
Sum of parts |
04/20/26 |
Lim & Tan |
Capitaland Investment |
2.85 |
3.5 |
Accumulate |
|
04/29/26 |
DBS Vickers |
Capitaland Investment |
2.81 |
3.4 |
Buy |
Sum of parts |
04/30/26 |
Phillip |
Capitaland Investment |
2.8 |
3.69 |
Buy |
Sum of parts |
04/30/26 |
Uob Kay Hian |
Capitaland Investment |
2.8 |
3.93 |
Buy |
Sum of parts |
06/25/26 |
DBS Vickers |
Capitaland Investment |
2.51 |
3.4 |
Buy |
Sum of parts |
06/25/26 |
JPM |
Capitaland Investment |
2.51 |
4 |
Overweight |
|
Capitaland Integrated Commercial Trust - Stock calls
Date |
Analyst |
Company |
Last |
Target |
Call |
Valuation |
08/01/25 |
Uob Kay Hian |
Capitaland Integrated Commercial Trust |
2.2 |
2.72 |
Buy |
DDM |
08/06/25 |
Uob Kay Hian |
Capitaland Integrated Commercial Trust |
2.24 |
2.79 |
Buy |
DDM |
08/06/25 |
CIMB |
Capitaland Integrated Commercial Trust |
2.24 |
2.45 |
Add |
DDM |
08/06/25 |
DMG & Partners |
Capitaland Integrated Commercial Trust |
2.24 |
2.44 |
Buy |
DDM |
08/26/25 |
DBS Vickers |
Capitaland Integrated Commercial Trust |
2.26 |
2.5 |
Buy |
|
09/01/25 |
Uob Kay Hian |
Capitaland Integrated Commercial Trust |
2.28 |
2.79 |
Buy |
DDM |
10/13/25 |
Uob Kay Hian |
Capitaland Integrated Commercial Trust |
2.34 |
2.79 |
Buy |
DDM |
10/28/25 |
DBS Vickers |
Capitaland Integrated Commercial Trust |
2.41 |
2.5 |
Buy |
|
10/29/25 |
CIMB |
Capitaland Integrated Commercial Trust |
2.4 |
2.71 |
Add |
DDM |
10/30/25 |
DMG & Partners |
Capitaland Integrated Commercial Trust |
2.41 |
2.44 |
Buy |
DDM |
11/25/25 |
DBS Vickers |
Capitaland Integrated Commercial Trust |
2.36 |
2.5 |
Buy |
|
11/26/25 |
DMG & Partners |
Capitaland Integrated Commercial Trust |
2.37 |
2.69 |
Buy |
DDM |
12/17/25 |
Lim & Tan |
Capitaland Integrated Commercial Trust |
2.33 |
0 |
Accumulate |
|
12/22/25 |
DMG & Partners |
Capitaland Integrated Commercial Trust |
2.34 |
2.69 |
Buy |
DDM |
01/07/26 |
Lim & Tan |
Capitaland Integrated Commercial Trust |
2.39 |
2.54 |
Accumulate |
|
01/15/26 |
DBS Vickers |
Capitaland Integrated Commercial Trust |
2.42 |
2.5 |
Buy |
|
01/19/26 |
Lim & Tan |
Capitaland Integrated Commercial Trust |
2.42 |
2.56 |
Accumulate |
|
02/06/26 |
DBS Vickers |
Capitaland Integrated Commercial Trust |
2.38 |
2.5 |
Buy |
|
02/06/26 |
Lim & Tan |
Capitaland Integrated Commercial Trust |
2.38 |
2.84 |
Accumulate |
|
02/09/26 |
Uob Kay Hian |
Capitaland Integrated Commercial Trust |
2.45 |
2.95 |
Buy |
DDM |
02/09/26 |
DBS Vickers |
Capitaland Integrated Commercial Trust |
2.45 |
2.8 |
Buy |
|
02/09/26 |
Kim Eng |
Capitaland Integrated Commercial Trust |
2.45 |
2.6 |
Buy |
|
02/09/26 |
DMG & Partners |
Capitaland Integrated Commercial Trust |
2.45 |
2.69 |
Buy |
DDM |
02/13/26 |
DMG & Partners |
Capitaland Integrated Commercial Trust |
2.47 |
2.73 |
Buy |
DDM |
02/23/26 |
JPM |
Capitaland Integrated Commercial Trust |
2.42 |
2.75 |
Buy |
Up from $2.60 |
03/05/26 |
Uob Kay Hian |
Capitaland Integrated Commercial Trust |
2.4 |
2.95 |
Buy |
DDM |
04/01/26 |
Uob Kay Hian |
Capitaland Integrated Commercial Trust |
2.35 |
2.95 |
Buy |
DDM |
04/10/26 |
DMG & Partners |
Capitaland Integrated Commercial Trust |
2.34 |
2.73 |
Buy |
DDM |
04/21/26 |
CIMB |
Capitaland Integrated Commercial Trust |
2.39 |
2.74 |
Add |
DDM |
04/21/26 |
Lim & Tan |
Capitaland Integrated Commercial Trust |
2.39 |
2.67 |
Accumulate |
|
04/21/26 |
Citi Research |
Capitaland Integrated Commercial Trust |
2.39 |
2.81 |
Buy |
Sum of parts |
05/04/26 |
Uob Kay Hian |
Capitaland Integrated Commercial Trust |
2.36 |
2.95 |
Buy |
DDM |
05/19/26 |
Uob Kay Hian |
Capitaland Integrated Commercial Trust |
2.25 |
3.06 |
Buy |
DDM |
06/02/26 |
Uob Kay Hian |
Capitaland Integrated Commercial Trust |
2.27 |
3.06 |
Buy |
DDM |
06/11/26 |
Lim & Tan |
Capitaland Integrated Commercial Trust |
2.33 |
2.7 |
Accumulate on weakness |
|
06/29/26 |
DMG & Partners |
Capitaland Integrated Commercial Trust |
2.4 |
2.75 |
Buy |
DDM |
07/01/26 |
Uob Kay Hian |
Capitaland Integrated Commercial Trust |
2.37 |
3.06 |
Buy |
DDM |
07/01/26 |
Lim & Tan |
Capitaland Integrated Commercial Trust |
2.37 |
0 |
Buy |
|
07/09/26 |
CIMB |
Capitaland Integrated Commercial Trust |
2.41 |
2.74 |
Add |
DDM |
07/15/26 |
DMG & Partners |
Capitaland Integrated Commercial Trust |
2.43 |
2.75 |
Buy |
DDM |
07/21/26 |
DBS Vickers |
Capitaland Integrated Commercial Trust |
2.45 |
2.8 |
Buy |
|
Bumitama - Stock calls
Date |
Analyst |
Company |
Last |
Target |
Call |
Valuation |
08/12/25 |
DBS Vickers |
Bumitama |
0.84 |
1.3 |
Buy |
DCF |
08/12/25 |
OCBC |
Bumitama |
0.84 |
1.05 |
Buy |
|
08/13/25 |
Kim Eng |
Bumitama |
0.92 |
0.94 |
Buy |
|
08/27/25 |
OCBC |
Bumitama |
1.12 |
1.2 |
Buy |
|
08/28/25 |
OCBC |
Bumitama |
1.09 |
1.2 |
Hold |
|
08/28/25 |
DMG & Partners |
Bumitama |
1.09 |
0.88 |
Neutral |
|
08/28/25 |
UOB Kay Hian |
Bumitama |
1.09 |
0.9 |
Hold |
|
09/22/25 |
DMG & Partners |
Bumitama |
1.13 |
1.1 |
Neutral |
|
10/17/25 |
UOB Kay Hian |
Bumitama |
1.28 |
1.2 |
Hold |
PER9.5x FY26 |
10/23/25 |
OCBC |
Bumitama |
1.33 |
1.3 |
Hold |
|
10/23/25 |
DBS Vickers |
Bumitama |
1.33 |
1.9 |
Buy |
DCF |
11/14/25 |
UOB Kay Hian |
Bumitama |
1.48 |
1.4 |
Hold |
PER11x FY26 |
11/14/25 |
DBS Vickers |
Bumitama |
1.48 |
1.9 |
Buy |
PER16.4x FY26 |
01/14/26 |
DBS Vickers |
Bumitama |
1.3 |
1.9 |
Buy |
PER16.4x FY26 |
02/27/26 |
OCBC |
Bumitama |
1.33 |
1.5 |
Buy |
|
03/02/26 |
UOB Kay Hian |
Bumitama |
1.32 |
1.45 |
Buy |
PER11x FY27 |
03/19/26 |
DBS Vickers |
Bumitama |
1.66 |
1.9 |
Buy |
PER16.4x FY26 |
04/07/26 |
DBS Vickers |
Bumitama |
1.9 |
2.3 |
Buy |
PER20.4x FY26 |
04/23/26 |
DMG & Partners |
Bumitama |
1.94 |
1.44 |
Sell |
|
05/13/26 |
UOB Kay Hian |
Bumitama |
1.82 |
2.01 |
Buy |
PER14x FY26 |
05/13/26 |
DBS Vickers |
Bumitama |
1.82 |
2.3 |
Buy |
PER20.4x FY26 |
05/13/26 |
OCBC |
Bumitama |
1.82 |
2.2 |
Buy |
PER |
05/14/26 |
DMG & Partners |
Bumitama |
1.87 |
1.7 |
Neutral |
|
06/15/26 |
UOB Kay Hian |
Bumitama |
1.67 |
2.01 |
Buy |
PER14x FY26 |
07/13/26 |
DBS Vickers |
Bumitama |
1.69 |
2.3 |
Buy |
PER20.4x FY26 |
Subscribe to:
Posts (Atom)
