Red alert: Iran war is resuming! - Part 8

The US has upped its bellicose rhetoric (threat) against Iran after TACOing on the weekend strikes.

The US is focusing on the post-midterm airstrikes now but this will be another futile attempt because all the key facilities are a few hundreds metres deep underground that the US can't reach.  This "upcoming" strike attempt is just another political theatric show on the international stage for Trump to showcase his strongman image for a disgrace retreat from the Iran war.

Red alert: Iran war is resuming! - Part 7

Just as we've projected in our last post (Part 6), Trump didn't attack Iran this weekend (TACO) because of his mid-term election.  Yeah!

After Trump did his TACO move again, he had issued another useless threat to Iran.

There is NO way for the US to win the Iran way because the best US bunker buster bomb can only reach 100m deep underground whilst the Iran nuclear facility and weapons production facility are hidden a few hundreds metres deep.

As long as Iran is still able to manufacture its weapons (missiles and drones) in its underground compound, it is capable to retaliate against any US attack.  In the end, the US can only end this illegal war in disgrace.

Is Waze nagivation app a security risk? Of course!

Although Waze has rejected Malaysian government's allegation, anecdotal evidence shows that Waze has security lapses that allow leaked personal data (identifications and travel movements) to be sold on the dark web.

Someone had put 7.7m Waze users' data on the dark web for sale and Waze didn't address this security risk and the stolen data.

Can you imagine that anybody who has these data will know the users' residential locations, travel patterns, work places, and even some sensitive or classified government locations?

Red alert: Iran war is resuming! - Part 6

Trump is bluffing again! Why?

If Trump really strikes Iran this weekend, oil and diesel prices will spike tremendously because Iran will retaliate with full force.  Historical facts have proven that elections are emotional events and Americans will vote against him on 3 November 2026 to vent their frustrations.

Good luck to Trump if he really does it but we bet he won't.

Red alert: Iran war is resuming! - Part 5

Iran is doing exactly as we've projected below (Part 2 & 4).

https://sg-stock.blogspot.com/2026/10/red-alert-iran-war-is-resuming-part-2.html

https://sg-stock.blogspot.com/2026/10/red-alert-iran-war-is-resuming-part-4.html

If these pro-US gulf states let US and Israel use their airspaces to attack Iran, Iran will retaliate by targeting their key installations and infrastructure.  Therefore, these gulf states better think twice about this because this may be their armageddon.

China Aviation Oil - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
08/18/25	Phillip	China Aviation Oil	1.23	1.5	Buy	DCF
08/19/25	CIMB	China Aviation Oil	1.22	1.45	Add
09/17/25	Phillip	China Aviation Oil	1.39	1.5	Buy
10/10/25	CIMB	China Aviation Oil	1.33	1.52	Add	PER
10/17/25	Phillip	China Aviation Oil	1.28	1.5	Buy
10/29/25	DBS Vickers	China Aviation Oil	1.32	1.75	Buy	PER10.8x FY26
01/09/26	Lim & Tan	China Aviation Oil	1.65	1.8	Accumulate
01/14/26	UOB Kay Hian	China Aviation Oil	1.74	2.09	Buy	PER14.5x FY26
02/02/26	UOB Kay Hian	China Aviation Oil	1.75	2.09	Buy	PER14.5x FY26
03/09/26	UOB Kay Hian	China Aviation Oil	1.83	2.63	Buy	PER15x FY26
03/12/26	Phillip	China Aviation Oil	1.95	2.53	Buy	PER11.2x FY26
03/18/26	DBS Vickers	China Aviation Oil	2.03	2.5	Buy	PER14x FY26
05/04/26	UOB Kay Hian	China Aviation Oil	2.12	2.63	Buy	PER15x FY26
06/03/26	UOB Kay Hian	China Aviation Oil	1.85	2.63	Buy	PER15x FY26
06/03/26	OCBC	China Aviation Oil	1.85	2.48	Buy
07/10/26	CIMB	China Aviation Oil	1.77	2.68	Add	Sum of parts
07/13/26	Phillip	China Aviation Oil	1.72	2.53	Buy	PER11.2x FY26
08/14/26	DBS Vickers	China Aviation Oil	1.58	2.5	Buy	PER14x FY26
08/18/26	Lim & Tan	China Aviation Oil	1.56	2.56	Accumulate
08/19/26	OCBC	China Aviation Oil	1.62	1.95	Buy
08/20/26	UOB Kay Hian	China Aviation Oil	1.63	1.88	Buy	PER14.5x FY27
08/20/26	Phillip	China Aviation Oil	1.63	2.15	Buy
08/20/26	DBS Vickers	China Aviation Oil	1.63	2.2	Buy	PER13x FY27
10/06/26	DBS Vickers	China Aviation Oil	1.32	2.2	Buy	PER13x FY27

Centurion Accommodation - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
09/19/25	Lim & Tan	Centurion Accommodation	0.88	0	Subscribe
10/28/25	UOB Kay Hian	Centurion Accommodation	1.08	1.23	Buy	DDM
11/06/25	DBS Vickers	Centurion Accommodation	1.04	1.3	Buy	DCF
11/27/25	Kim Eng	Centurion Accommodation	1.19	1.27	Buy	DDM
12/08/25	DBS Vickers	Centurion Accommodation	1.1	1.3	Buy	DCF
01/05/26	UOB Kay Hian	Centurion Accommodation	1.12	1.23	Buy	DDM
01/14/26	Lim & Tan	Centurion Accommodation	1.14	1.25	Accumulate
01/19/26	DBS Vickers	Centurion Accommodation	1.12	1.3	Buy	DCF
01/22/26	CIMB	Centurion Accommodation	1.1	1.38	Add	DDM
02/11/26	DBS Vickers	Centurion Accommodation	1.12	1.3	Buy	DCF
02/25/26	UOB Kay Hian	Centurion Accommodation	1.13	1.55	Buy	DDM
02/25/26	CIMB	Centurion Accommodation	1.13	1.39	Add	DDM
03/10/26	UOB Kay Hian	Centurion Accommodation	1.06	1.55	Buy	DDM
05/06/26	DBS Vickers	Centurion Accommodation	1.1	1.3	Buy	DCF
05/06/26	Lim & Tan	Centurion Accommodation	1.1	1.31	Accumulate
05/07/26	CIMB	Centurion Accommodation	1.12	1.39	Add	DDM
08/06/26	DBS Vickers	Centurion Accommodation	1.16	1.3	Buy	DCF
08/06/26	Lim & Tan	Centurion Accommodation	1.16	1.35	Accumulate
08/07/26	CIMB	Centurion Accommodation	1.16	1.39	Add	DDM
09/10/26	UOB Kay Hian	Centurion Accommodation	1.13	1.39	Buy	DDM
10/01/26	UOB Kay Hian	Centurion Accommodation	1.04	1.39	Buy	DDM

Centurion - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
08/06/25	DMG & Partners	Centurion	1.79	2.01	Buy	Sum of parts
08/08/25	Lim & Tan	Centurion	1.81	1.2	Accumulate on weakness
08/11/25	CIMB	Centurion	1.69	2.04	Add	RNAV
08/13/25	Phillip	Centurion	1.78	2.01	Accumulate	Sum of parts
08/19/25	Lim & Tan	Centurion	1.71	2	Accumulate on weakness	Sum of parts
09/03/25	Lim & Tan	Centurion	1.73	2	Accumulate on weakness	Sum of parts
09/15/25	Phillip	Centurion	1.74	2.01	Accumulate	Sum of parts
10/15/25	Lim & Tan	Centurion	1.42	2.02	Accumulate on weakness	Sum of parts
10/24/25	DMG & Partners	Centurion	1.46	1.85	Buy	Sum of parts
11/06/25	uSMART	Centurion	1.38	1.8	Buy
11/17/25	Phillip	Centurion	1.38	1.81	Buy	Sum of parts
11/17/25	Lim & Tan	Centurion	1.38	1.82	Accumulate
11/20/25	UOB Kay Hian	Centurion	1.36	1.9	Buy	PER
11/24/25	Kim Eng	Centurion	1.37	1.52	Buy
12/03/25	Lim & Tan	Centurion	1.34	1.78	Accumulate
12/09/25	DMG & Partners	Centurion	1.3	1.86	Buy	Sum of parts
12/29/25	Amfrasers	Centurion	1.34	1.8	Outperform	DCF
01/16/26	Lim & Tan	Centurion	1.43	1.78	Accumulate
01/20/26	UOB Kay Hian	Centurion	1.42	1.9	Buy
01/22/26	DMG & Partners	Centurion	1.49	1.88	Buy	Sum of parts
03/03/26	UOB Kay Hian	Centurion	1.51	1.9	Buy	PER12.5x
03/12/26	Phillip	Centurion	1.44	1.81	Buy	Sum of parts
03/18/26	Lim & Tan	Centurion	1.46	1.8	Accumulate
03/27/26	Amfrasers	Centurion	1.47	1.85	Outperform	DCF
04/06/26	Lim & Tan	Centurion	1.46	1.8	Accumulate
04/20/26	Lim & Tan	Centurion	1.68	1.83	Accumulate
04/21/26	UOB Kay Hian	Centurion	1.66	1.9	Buy	PER12.4x FY26
04/23/26	DMG & Partners	Centurion	1.68	1.87	Buy	Sum of parts
04/27/26	Lim & Tan	Centurion	1.65	1.9	Accumulate
04/30/26	CIMB	Centurion	1.63	1.89	Add	RNAV
05/12/26	UOB Kay Hian	Centurion	1.61	2.1	Buy	PER12.5x FY26
05/14/26	Lim & Tan	Centurion	1.67	1.87	Accumulate
05/18/26	Phillip	Centurion	1.52	1.85	Buy	Sum of parts
06/11/26	DBS Vickers	Centurion	1.41	1.86	Buy	Sum of parts
06/18/26	Lim & Tan	Centurion	1.51	1.81	Accumulate
07/07/26	Lim & Tan	Centurion	1.48	1.84	Accumulate
07/10/26	Kim Eng	Centurion	1.48	1.69	Buy
07/13/26	DBS Vickers	Centurion	1.56	1.86	Buy	Sum of parts
08/11/26	Kim Eng	Centurion	1.63	1.69	Buy
08/13/26	DBS Vickers	Centurion	1.7	1.86	Buy	Sum of parts
08/13/26	Lim & Tan	Centurion	1.7	1.82	Accumulate
08/14/26	Kim Eng	Centurion	1.6	1.78	Buy
08/17/26	Phillip	Centurion	1.62	1.94	Buy	Sum of parts
08/17/26	CIMB	Centurion	1.62	2.05	Add	RNAV
08/25/26	Lim & Tan	Centurion	1.59	1.94	Accumulate
08/31/26	Lim & Tan	Centurion	1.56	2	Accumulate
09/04/26	DMG & Partners	Centurion	1.29	2.01	Buy
09/09/26	Kim Eng	Centurion	1.54	1.78	Buy
09/09/26	Lim & Tan	Centurion	1.54	2	Accumulate
09/10/26	DBS Vickers	Centurion	1.58	1.86	Buy	Sum of parts
09/15/26	Lim & Tan	Centurion	1.51	1.93	Accumulate	Sum of parts
09/17/26	UOB Kay Hian	Centurion	1.5	2.1	Buy
09/29/26	Lim & Tan	Centurion	1.45	1.92	Accumulate
10/02/26	Kim Eng	Centurion	1.4	1.78	Buy
10/12/26	Amfrasers	Centurion	1.37	1.9	Outperform	DCF
10/16/26	UOB Kay Hian	Centurion	1.26	2.1	Buy
10/22/26	UOB Kay Hian	Centurion	1.28	2.05	Buy	Sum of parts & PER12.5x FY27