Red alert: The AI bloodbath is not over yet! - Part 10

The devious US is losing the AI race and is trying to crush China AI stocks and developments by conning China to slow down its AI progress in the name of security and safety.  As a result, many China/HK AI stock prices fell heavily today.

Why is the US targeting China/HK AI stocks?

This is because many foreign investors are seeking safe havens in China AI stocks now.  Moreover, the US AI titans have not listed their companies and won't suffer any repercussion from implementing this antic.

However, China has rejected the US suggestion openly because it has seen through the US ruse.  China has stated very clearly that its AI developments will progress at its own pace and won't work with the US to regulate or slowdown its AI developments.  Therefore, we believe the China proclamation will stabilize its China/HK AI stocks soon.  Cheers!

Reclaims Global - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
11/28/25	SAC Capital	Reclaims Global	0.39	0.497	Buy
01/12/26	UOB Kay Hian	Reclaims Global	0.405	0.56	Buy	PER12x FY27
02/02/26	UOB Kay Hian	Reclaims Global	0.48	0.56	Buy	PER12x FY27
02/12/26	Lim & Tan	Reclaims Global	0.47	0.6	Buy	PER
03/11/26	Lim & Tan	Reclaims Global	0.47	0.6	Accumulate
04/01/26	Lim & Tan	Reclaims Global	0.215	0.29	Accumulate	Ex-bonus
04/20/26	UOB Kay Hian	Reclaims Global	0.22	0.27	Buy	PER12x FY27
09/07/26	Lim & Tan	Reclaims Global	0.205	0.29	Buy	PER12.2x FY27

Raffles Medical - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
08/06/25	DMG & Partners	Raffles Medical	1.01	1.1	Neutral	Sum of parts
10/01/25	DBS Vickers	Raffles Medical	0.98	1.32	Buy	PER30x FY26
11/26/25	DMG & Partners	Raffles Medical	0.975	1.15	Buy	Sum of parts
12/22/25	DMG & Partners	Raffles Medical	1.02	1.15	Buy	Sum of parts
01/06/26	CIMB	Raffles Medical	1.01	1.23	Add	Up from $1.20
01/23/26	DMG & Partners	Raffles Medical	1.01	1.15	Buy	Sum of parts
02/13/26	DMG & Partners	Raffles Medical	1.02	1.15	Buy	Sum of parts
02/23/26	DBS Vickers	Raffles Medical	1.02	1.32	Buy	PER30x FY26
02/23/26	Lim & Tan	Raffles Medical	1.02	1.2	Accumulate on weakness
02/24/26	UOB Kay Hian	Raffles Medical	1.07	1.25	Buy	PER29.8x FY27
02/24/26	DBS Vickers	Raffles Medical	1.07	1.25	Buy	PER30x FY26
02/25/26	phillip	Raffles Medical	1.07	1.02	Neutral	DCF
04/23/26	DMG & Partners	Raffles Medical	1.02	1.3	Buy
07/07/26	DMG & Partners	Raffles Medical	0.92	1.3	Buy
07/27/26	DBS Vickers	Raffles Medical	0.95	1.25	Buy	PER30x FY26
07/28/26	UOB Kay Hian	Raffles Medical	0.91	0.94	Hold	PER27.2x FY27
07/28/26	DBS Vickers	Raffles Medical	0.91	1.2	Buy	PER30x FY26/27
07/28/26	CIMB	Raffles Medical	0.91	0.95	Hold	EV/Ebitda
07/30/26	phillip	Raffles Medical	0.89	0.92	Neutral	DCF
07/31/26	Kim Eng	Raffles Medical	0.885	1.09	Buy
07/31/26	DMG & Partners	Raffles Medical	0.885	1.15	Buy
09/10/26	DMG & Partners	Raffles Medical	0.835	1.15	Buy

Raffles Education - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
12/15/25	Amfrasers	Raffles Education	0.107	0.34	outperform	DCF
05/19/26	Amfrasers	Raffles Education	0.13	0.32	outperform	DCF

Stock calls for 14 September 2026

Date	Analyst	Company	Last	Target	Call	Valuation
09/14/26	Lim & Tan	All-Link Air & Sea	0.52	0.82	Watchlist
09/14/26	DMG & Partners	APAC Realty	0.58	0.74	Buy
09/14/26	SAC Capital	Isoteam	0.063	0.071	Buy
09/14/26	UOB Kay Hian	PanUnited	1.69	1.88	Buy	PER17x FY27
09/14/26	CIMB	PanUnited	1.69	2	Add	EV/Ebitda
09/14/26	Macquarie	SGX	23.3	20.3	Underperform
09/14/26	DBS Vickers	Venture	16.67	22.9	Buy	PER24x FY27

What will the US Fed do for its September FOMC meeting? - Part 2

The die is cast in stone now!  We've also projected a Fed's hike in our prevous post.

The core CPI (m-o-m) at 0.3% was the last straw that broke the camel's back because it showed that the US inflation was starting to rear its head again.

The Fedwatch tool reacted negatively to the core CPI report.

The fedwatch tool's probability (hike) had spiked to 87% due to the CPI news.

The Iran war situation report. - Part 109

The US couldn't deny its recent military asset losses because satellite images had been released.

The US couldn't continue attacking Iran illegally because Iran would retaliate by attacking the US military bases in the Gulf and the US fighter jets would either be destroyed or damaged.

The US can't pull its fighter jets out of the Gulf states as the pullout will incapacitate the US strikes against Iran.  Therefore, the US can only do limited airstrikes so that it won't provoke a harsher retaliation from Iran.  What does this show? It means that the US military operation has failed to deliver the desired outcome and it is losing the Iran war.

Q&M - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
08/18/25	CIMB	Q&M	0.43	0.49	Add	PER
08/18/25	Kim Eng	Q&M	0.43	0.31	Hold
08/20/25	phillip	Q&M	0.465	0.545	Buy	PER25x FY26
10/17/25	Lim & Tan	Q&M	0.47	0.49	Buy
03/13/26	CIMB	Q&M	0.555	0.68	Add	PER
03/20/26	Amfrasers	Q&M	0.56	0.65	outperform	DCF
03/25/26	phillip	Q&M	0.53	0.71	Buy	PER25x FY26
04/14/26	Kim Eng	Q&M	0.6	0.64	Hold	PER
06/12/26	OCBC	Q&M	0.595	0.76	Buy
07/13/26	Lim & Tan	Q&M	0.555	0.7	Accumulate
07/16/26	phillip	Q&M	0.54	0.71	Buy	PER18x
09/04/26	CIMB	Q&M	0.505	0.76	Add	PER
09/07/26	phillip	Q&M	0.53	0.71	Buy	PER18x

Propnex - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
08/13/25	phillip	Propnex	1.64	2.02	Buy	DCF
08/13/25	UOB Kay Hian	Propnex	1.64	2	Buy	PER19.5x FY25/26
08/13/25	CIMB	Propnex	1.64	1.77	Add	PER
08/18/25	DBS Vickers	Propnex	2.03	2.15	Buy	PER18x FY26/27
01/08/26	UOB Kay Hian	Propnex	1.96	2.52	Buy	PER22.9x FY26
02/02/26	UOB Kay Hian	Propnex	2.19	2.51	Buy	PER22.9x FY26
03/02/26	UOB Kay Hian	Propnex	2.04	2.55	Buy	PER23.8x FY26
03/02/26	DBS Vickers	Propnex	2.04	1.95	Hold	Sum of parts, PER18x
03/03/26	phillip	Propnex	1.94	2.08	Accumulate	DCF
03/17/26	Lim & Tan	Propnex	1.67	2.31	Accumulate
08/14/26	Kim Eng	Propnex	1.82	1.95	Hold	PER
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

Prime US Reit - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
08/15/25	phillip	Prime US Reit	0.174	0.21	Buy	DDM
09/09/25	UOB Kay Hian	Prime US Reit	0.199	0.31	Buy	DDM
09/29/25	phillip	Prime US Reit	0.2	0.3	Buy	DDM
11/03/25	DBS Vickers	Prime US Reit	0.196	0.35	Buy	PB0.65x & DCF
11/13/25	phillip	Prime US Reit	0.2	0.3	Buy	DDM
01/26/26	phillip	Prime US Reit	0.205	0.3	Buy	DDM
02/12/26	DBS Vickers	Prime US Reit	0.23	0.35	Buy	PB0.65x & DCF
02/16/26	phillip	Prime US Reit	0.215	0.32	Buy	DDM
02/16/26	DBS Vickers	Prime US Reit	0.215	0.33	Buy	PB0.65x & DCF
03/23/26	UOB Kay Hian	Prime US Reit	0.168	0.21	Buy	DDM
03/23/26	phillip	Prime US Reit	0.168	0.32	Buy	DDM
04/07/26	DBS Vickers	Prime US Reit	0.173	0.33	Buy	PB0.65x & DCF
04/23/26	DMG & Partners	Prime US Reit	0.18	0.28	Buy	DDM
05/14/26	phillip	Prime US Reit	0.174	0.32	Buy	DDM
05/18/26	DBS Vickers	Prime US Reit	0.167	0.33	Buy	PB0.65x & DCF
05/25/26	phillip	Prime US Reit	0.161	0.32	Buy	DDM
06/22/26	phillip	Prime US Reit	0.164	0.32	Buy	DDM
07/27/26	phillip	Prime US Reit	0.155	0.32	Buy	DDM
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