Will China intervene in an Iran-US war? - Part 4

China had sent its most advanced spy ship (liaowang), a type 055 and 052D destroyers to the Oman sea.  What does this China military deployment mean?

China spy ship (liaowang) can track all satellites, all missiles launches and stealth fighter jets and bombers in the region.  Thus, Liaowang can relay the sensitive US military movements to Iran in advance.

Type 055 and  052D specifications:

Does the US navy dare to take on China navy? No!  Why?
This is because YJ21 from type 055 can destroy a US aircraft carrier.

If China can deter the US from attacking Iran with such a small but advanced military deployment, it has shown itself to be a grand maestro in Sun Tze art of war because this is the highest form of victory (without fighting).

Lincotrade - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
12/08/25	SAC Capital	Lincotrade	0.2	0.301	Buy

LHN - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
12/03/24	Kim Eng	LHN	0.44	0.55	Buy
12/04/24	Phillip	LHN	0.44	0.56	Buy	PER6.5x FY25
12/31/24	Lim & Tan	LHN	0.51	0.56	Accumulate
03/06/25	Kim Eng	LHN	0.46	0.55	Buy
03/06/25	Lim & Tan	LHN	0.46	0.55	Accumulate
03/12/25	Phillip	LHN	0.46	0.56	Buy	PER6.5x FY25
04/16/25	Lim & Tan	LHN	0.42	0.56	Accumulate
05/16/25	Lim & Tan	LHN	0.495	0.56	Accumulate
05/19/25	Phillip	LHN	0.505	0.61	Buy	PER7x FY25
05/19/25	Kim Eng	LHN	0.505	0.55	Buy
05/26/25	Lim & Tan	LHN	0.505	0	Accumulate on weakness
06/03/25	Lim & Tan	LHN	0.515	0.6	Accumulate on weakness
06/26/25	DBS Vickers	LHN	0.64	0.81	Not Rated	Sum of parts
07/09/25	CIMB	LHN	0.76	1	Add
09/10/25	Lim & Tan	LHN	0.86	0	Accumulate
09/11/25	Phillip	LHN	0.93	1.13	Buy	PER13x FY25
09/25/25	UOB Kay Hian	LHN	0.985	1.12	Buy	PER12x FY26
10/01/25	Lim & Tan	LHN	0.93	1.15	Accumulate
10/01/25	CIMB	LHN	0.93	1.2	Add
12/01/25	Lim & Tan	LHN	0.67	1.15	Accumulate
12/08/25	Phillip	LHN	0.69	0.85	Buy	Sum of parts
12/09/25	UOB Kay Hian	LHN	0.675	0.84	Buy	PER12x FY26
12/09/25	CIMB	LHN	0.675	0.88	Add
02/11/26	UOB Kay Hian	LHN	0.69	0.84	Buy	PER12x FY26

Ley Choon - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
06/02/25	Lim & Tan	Ley Choon	0.067	0	Accumulate
01/06/26	Lim & Tan	Ley Choon	0.78	0	Buy

Stock calls for 12 February 2026

Date	Analyst	Company	Last	Target	Call	Valuation
02/12/26	Phillip	BRC Asia	4.23	5.1	Buy
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	Citi Research	Capitaland Investment	3.06	3.4	Buy	RNAV (20% disc)
02/12/26	phillip	Elite ComReit	0.36	0.41	Buy	DDM
02/12/26	DBS Vickers	Far East Hospitality	0.625	0.7	Buy	DCF
02/12/26	Lim & Tan	Far East Hospitality	0.625	0.71	Accumulate
02/12/26	Lim & Tan	Oiltek	0.62	0.94	Buy
02/12/26	DBS Vickers	Prime US Reit	0.23	0.35	Buy	PB0.65x & DCF
02/12/26	Lim & Tan	Reclaims Group	0.47	0.6	Buy	PER
02/12/26	Phillip	Soilbuild Construction	1	1.4	Buy	PER
02/12/26	DBS Vickers	Starhub	1.2	1.19	Hold	Sum of parts
02/12/26	Kim Eng	Thomson Medical	0.062	0.062	Hold	Sum of parts

US retail sales have stalled!

The US retail sales have stalled.  If this is the inception of weakening US consumption, the US economic growth will shrink.  We will need a quarter of US retail sales data to ascertain whether this is a trend or just an aberration.

Lendlease Reit - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
01/02/25	UOB Kay Hian	Lendlease Reit	0.55	0.77	Buy	DDM
02/05/25	Phillip	Lendlease Reit	0.54	0.74	Buy	DDM
02/05/25	CIMB	Lendlease Reit	0.54	0.69	Add	DDM
02/07/25	UOB Kay Hian	Lendlease Reit	0.53	0.72	Buy	DDM
02/07/25	DBS Vickers	Lendlease Reit	0.53	0.75	Buy
03/06/25	UOB Kay Hian	Lendlease Reit	0.49	0.72	Buy	DDM
04/01/25	UOB Kay Hian	Lendlease Reit	0.51	0.72	Buy	DDM
05/08/25	DBS Vickers	Lendlease Reit	0.515	0.75	Buy
05/09/25	Phillip	Lendlease Reit	0.505	0.69	Buy	DDM
05/21/25	UOB Kay Hian	Lendlease Reit	0.49	0.72	Buy	DDM
05/21/25	Citi Research	Lendlease Reit	0.49	0.49	Hold	DDM
06/20/25	DBS Vickers	Lendlease Reit	0.5	0.75	Buy	DCF
06/27/25	UOB Kay Hian	Lendlease Reit	0.515	0.8	Buy	DDM
07/03/25	UOB Kay Hian	Lendlease Reit	0.53	0.76	Buy	DDM
07/03/25	Kim Eng	Lendlease Reit	0.53	0.57	Hold
08/01/25	UOB Kay Hian	Lendlease Reit	0.55	0.76	Buy	DDM
08/05/25	DBS Vickers	Lendlease Reit	0.565	0.75	Buy	DCF
08/05/25	Lim & Tan	Lendlease Reit	0.565	0.63	Accumulate
08/06/25	Phillip	Lendlease Reit	0.575	0.7	Buy	DDM
08/08/25	CIMB	Lendlease Reit	0.575	0.67	Add	DDM
08/11/25	UOB Kay Hian	Lendlease Reit	0.575	0.79	Buy	DDM
08/26/25	Citi Research	Lendlease Reit	0.595	0.66	Buy	DDM
09/01/25	UOB Kay Hian	Lendlease Reit	0.6	0.79	Buy	DDM
09/23/25	DBS Vickers	Lendlease Reit	0.615	0.75	Buy	DCF
10/06/25	Kim Eng	Lendlease Reit	0.65	0.69	Buy	DDM
11/03/25	UOB Kay Hian	Lendlease Reit	0.64	0.79	Buy	DDM
11/06/25	UOB Kay Hian	Lendlease Reit	0.635	0.81	Buy	DDM
12/01/25	UOB Kay Hian	Lendlease Reit	0.62	0.81	Buy	DDM
01/02/26	UOB Kay Hian	Lendlease Reit	0.62	0.81	Buy	DDM
02/02/26	UOB Kay Hian	Lendlease Reit	0.64	0.81	Buy	DDM

KSH - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
05/30/25	Lim & Tan	KSH	0.235	0	Accumulate
07/17/25	Lim & Tan	KSH	0.28	0	Accumulate on weakness
10/27/25	Lim & Tan	KSH	0.41	0.51	Accumulate	Sum of parts
11/14/25	Lim & Tan	KSH	0.385	0.51	Accumulate	Sum of parts
12/29/25	Lim & Tan	KSH	0.36	0.51	Accumulate	Sum of parts

Kimly - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
12/09/24	UOB Kay Hian	Kimly	0.32	0.34	Hold	PER12x FY25
11/25/25	uSMART	Kimly	0.385	0.4	Hold
11/26/25	Lim & Tan	Kimly	0.385	0.4	Hold

Stock calls for 11 February 2026

Date	Analyst	Company	Last	Target	Call	Valuation
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
02/11/26	DBS Vickers	Cenurion Accommodation	1.12	1.3	Buy	DCF
02/11/26	CIMB	CSE Global	1.24	1.5	Add	PER
02/11/26	phillip	DBS	57.8	60	Accumulate	GGM, PB2.47x FY26
02/11/26	UOB Kay Hian	LHN	0.69	0.84	Buy	PER12x FY26
02/11/26	DBS Vickers	NTT DC Reit	1.01	1.2	Buy	DCF
02/11/26	Lim & Tan	NTT DC Reit	1.01	1.2	Accumulate on weakness
02/11/26	DBS Vickers	Sheng Siong	2.85	2.6	Hold	PER23.7x FY26
02/11/26	Citi Research	SIA	6.8	6.28	Sell	PB1.15x FY26/27
02/11/26	UOB Kay Hian	Soon Hock	0.645	0.71	Buy	PB1.2x FY26
02/11/26	uSMART	Yeo Hiap Seng	0.615	0.643	Hold