The Iran war situation report. - Part 5

The insane Israel had just bombed the UN in Lebanon.  The time has come for us to support Iran and wipe out Israel.

The US will lose this Iran war because it is starting to lose the Gulf states support (see below).

Is Trump going to do the TACO again?

What can Iran do to force the Gulf states to pivot?

Well, water supply is the achilles' heel for the Gulf states and Iran can threaten to destroy their water desalination water plants if they allow the US to use their countries including their airspace to attack Iran or help the US to resupply its military.  Iran can offer the choices to the Gulf states to chose between drinking water supply or the US military presence by signing a "No Attack" pact with the Gulf states if they boot the US military out of the Gulf states.

From the information below, we can see that some Gulf states will collapse within 2 weeks if Iran destroys all their water desalination plants with the Iranian missiles and drones.

Just imagine this: How many people will leave and flee the Gulf states when there is no drinking water to consume anymore

Saudi Arabia water desalination: 60%

Qatar water desalination: 99%

Dubai water desalination: 98%

UAE water desalination: 42%

Kuwait water desalination: 90%

Seatrium - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
03/04/25	UOB Kay Hian	Seatrium	2.15	2.96	Buy	PB1.5x
03/04/25	Citi Research	Seatrium	2.15	2.65	Buy
04/10/25	DBS Vickers	Seatrium	1.68	3	Buy
05/07/25	UOB Kay Hian	Seatrium	1.92	2.96	Buy	PB1.5x
05/29/25	DBS Vickers	Seatrium	2.06	3	Buy
05/29/25	Lim & Tan	Seatrium	2.06	2.72	Accumulate on weakness
05/29/25	OCBC	Seatrium	2.06	2.76	Buy
05/30/25	CIMB	Seatrium	2.07	2.8	Add
06/02/25	UOB Kay Hian	Seatrium	2.05	2.96	Buy	PB1.5x
06/02/25	MorningStar	Seatrium	2.05	2.92	4-Star
07/01/25	CIMB	Seatrium	2.01	2.8	Add	PB
07/07/25	UOB Kay Hian	Seatrium	2.07	2.96	Buy	PB1.5x
08/01/25	UOB Kay Hian	Seatrium	2.27	2.96	Buy	PB1.5x
08/01/25	DBS Vickers	Seatrium	2.27	2.96	Buy	PB1.5x FY25
08/01/25	CIMB	Seatrium	2.27	2.8	Add	PB
08/28/25	Lim & Tan	Seatrium	2.29	2.75	Accumulate on weakness
08/28/25	Citi Research	Seatrium	2.29	2.65	Buy
09/23/25	JPM	Seatrium	2.34	3.05	Overweight
09/24/25	DBS Vickers	Seatrium	2.37	2.96	Buy	PB1.5x FY25
09/24/25	CIMB	Seatrium	2.37	2.8	Add	PB
09/26/25	UOB Kay Hian	Seatrium	2.44	2.96	Buy	PB1.5x
10/10/25	DBS Vickers	Seatrium	2.44	2.96	Buy	PB1.5x FY25
10/10/25	CIMB	Seatrium	2.44	2.8	Add	PB
10/16/25	Lim & Tan	Seatrium	2.12	2.84	Accumulate on weakness
11/03/25	DBS Vickers	Seatrium	2.17	2.96	Buy	PB1.5x
11/14/25	UOB Kay Hian	Seatrium	2.18	2.96	Buy	PB1.5x
11/14/25	CIMB	Seatrium	2.18	2.67	Add	PB
11/14/25	MorningStar	Seatrium	2.18	2.92	4-Star
11/14/25	OCBC	Seatrium	2.18	2.76	Buy
11/26/25	Lim & Tan	Seatrium	2.06	2.8	Accumulate on weakness
11/27/25	CIMB	Seatrium	2.12	2.67	Add	PB
12/08/25	UOB Kay Hian	Seatrium	2.12	2.96	Buy	PB1.5x
12/12/25	CIMB	Seatrium	2.08	2.67	Add	PB
12/12/25	Lim & Tan	Seatrium	2.08	2.81	Accumulate on weakness
12/22/25	Citi Research	Seatrium	2.07	2.65	Buy	PB1.2x FY26
01/22/26	DBS Vickers	Seatrium	2.13	2.96	Buy	PB1.5x
01/22/26	Lim & Tan	Seatrium	2.13	2.73	Accumulate on weakness
01/23/26	CIMB	Seatrium	2.12	2.67	Add	PB
01/23/26	Citi Research	Seatrium	2.12	2.65	Buy	PB1.2x FY26
01/29/26	UOB Kay Hian	Seatrium	2.12	2.96	Buy	PB1.5x
02/10/26	UOB Kay Hian	Seatrium	2.09	2.96	Buy	PB1.5x
02/10/26	DBS Vickers	Seatrium	2.09	2.96	Buy	PB1.5x
02/10/26	Lim & Tan	Seatrium	2.09	2.66	Accumulate on weakness
02/26/26	Lim & Tan	Seatrium	2.21	2.65	Accumulate on weakness
02/26/26	Citi Research	Seatrium	2.21	2.6	Buy
02/27/26	UOB Kay Hian	Seatrium	2.28	3.15	Buy
02/27/26	CIMB	Seatrium	2.28	2.84	Add	PB
03/02/26	DBS Vickers	Seatrium	2.4	3	Buy	PB1.35x FY26
03/06/26	Citi Research	Seatrium	2.32	2.7	Buy	PB1.2x FY27
03/06/26	OCBC	Seatrium	2.32	2.79	Buy

SATS - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
03/19/25	phillip	SATS	3.07	4.34	Buy	DCF
03/19/25	OCBC	SATS	3.07	3.93	Buy
03/21/25	DBS Vickers	SATS	3.04	4	Buy	EV/Ebitda8.3x FY25/26
04/09/25	UOB Kay Hian	SATS	2.65	2.89	Hold	PER16.8x FY27
04/10/25	DBS Vickers	SATS	2.46	4	Buy	EV/Ebitda8.3x FY25/26
04/10/25	CIMB	SATS	2.46	3.05	Add	DCF
04/16/25	phillip	SATS	2.67	4.34	Buy	DCF
04/16/25	Lim & Tan	SATS	2.67	3.85	Accumulate
05/19/25	phillip	SATS	2.99	4.34	Buy	DCF
05/26/25	UOB Kay Hian	SATS	2.98	3.22	Buy	PER16.8x FY27
05/26/25	phillip	SATS	2.98	3.58	Buy	DCF
05/26/25	DBS Vickers	SATS	2.98	3.5	Buy
07/16/25	phillip	SATS	3.24	3.58	Buy	DCF
07/17/25	CIMB	SATS	3.25	3.6	Add	DCF
08/18/25	phillip	SATS	3.27	3.58	Buy	DCF
08/21/25	DBS Vickers	SATS	3.18	3.5	Buy	DCF & PER19x FY26
08/21/25	Lim & Tan	SATS	3.18	3.74	Accumulate
08/22/25	UOB Kay Hian	SATS	3.26	3.52	Buy	PER18.4x FY27
08/22/25	phillip	SATS	3.26	3.66	Accumulate	DCF
08/25/25	DBS Vickers	SATS	3.26	3.8	Buy
08/25/25	CIMB	SATS	3.26	3.83	Add	DCF
09/17/25	phillip	SATS	3.29	3.58	Buy	DCF
09/25/25	CIMB	SATS	3.39	3.83	Add	DCF
11/14/25	DBS Vickers	SATS	3.55	3.8	Buy	PER18x & DCF
11/17/25	UOB Kay Hian	SATS	3.47	4.2	Buy	PER19.7x FY27
11/18/25	DBS Vickers	SATS	3.48	4	Buy	PER19x & DCF
12/19/25	phillip	SATS	3.75	3.84	Neutral	DCF
01/13/26	DBS Vickers	SATS	3.8	4.4	Buy	PER20x FY26 & DCF
02/02/26	UOB Kay Hian	SATS	3.79	4.2	Buy	PER19.7x FY27
03/02/26	UOB Kay Hian	SATS	3.92	4.75	Buy	PER19.7x FY28
03/02/26	DBS Vickers	SATS	3.92	4.5	Buy	DCF & PER20x
03/04/26	phillip	SATS	3.69	4.44	Buy	DCF

Sasseur - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
03/24/25	Amfrasers	Sasseur	0.665	0.9	Outperform	DDM
05/16/25	phillip	Sasseur	0.63	0.78	Buy	DDM
05/30/25	UOB Kay Hian	Sasseur	0.63	0.98	Buy
08/15/25	phillip	Sasseur	0.7	0.78	Buy	DDM
11/17/25	CIMB	Sasseur	0.675	0.9	Add	DDM
11/28/25	Amfrasers	Sasseur	0.68	0.87	Outperform	DDM
03/06/26	Amfrasers	Sasseur	0.68	0.87	Outperform	DDM

Stock calls for 6 March 2026

Date	Analyst	Company	Last	Target	Call	Valuation
03/06/26	DMG & Partners	Delfi	0.995	1.2	Buy
03/06/26	DBS Vickers	Ho Bee	2.18	2.82	Buy	RNAV (50% disc)
03/06/26	Lim & Tan	Hongkong Land	8.15	9.09	Accumulate on weakness
03/06/26	DMG & Partners	Ireit	0.265	0.27	Neutral	DDM
03/06/26	phillip	Nordic Group	0.46	0.63	Buy	DCF
03/06/26	Amfrasers	Sasseur	0.68	0.87	Outperform	DDM
03/06/26	Citi Research	Seatrium	2.32	2.7	Buy	PB1.2x FY27
03/06/26	OCBC	Seatrium	2.32	2.79	Buy
03/06/26	DBS Vickers	Sembcorp Industries	5.68	7.3	Buy	PER13x FY26
03/06/26	Phillip	Thakral	1.84	2.56	Buy	Sum of parts