The fabricated Nvidia saga! - Part 5

In this post, we will reveal the real invisible force behind the Nvidia saga.  No, this has nothing to do with China or Alice Huang.  Why?

Singapore and Malaysia had already cleared Megaspeed of any wrongdoing.

Who or what is the invisible force?

The invisible force is called The Establishment Entity.  What is this esttablishment?

What is the establisment structure like?

Let's analyse the Nvidia saga using the aforesaid 4 key pillars.

1. 2-party political apparatus: The establishment entity has some people in both the republican and democrat parties and these people don't like Trump.  As Nvidia Jensen is closely associated with Trump, he becomes a natural target after the democrats gain control of both congress houses.  Please note that Jensen's affairs only started to be publicized after the mid-term election.

2. Corporate elites: Blackrock (8.06%), Vanguard group (6.39%) and Fidelity Investments (about 4%) are the top 3 Nvidia's shareholdersa and they can easily oust Jenseon (3.58%).  The latest news is Jesen has resigned from his CEO post and also stepped down from his board seat.

3. Permanent bureaucracy: US intelligience officials dislose Jensen's trysts and escapades to the public media to discredit Jensen first before ousting him.

4. Media: The New York Times is the media henchman that starts the salvo by publicizing Jensen's affairs (Alice and Powell) and fabricating the china spy story.

In conclusion, this Nvidia saga is an orchestrated and well planned gambit (ploy) by The Establishment.

Hafary - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
04/07/26	Tickrs Financial	Hafary	0.465	0.58	Buy

GuocoLand - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
08/18/25	DBS Vickers	GuocoLand	1.76	2	Buy	RNAV (50% disc)
09/01/25	DBS Vickers	GuocoLand	1.86	2.5	Buy	RNAV (45% disc)
10/08/25	DBS Vickers	GuocoLand	2.06	2.5	Buy	RNAV (45% disc)
01/30/26	DBS Vickers	GuocoLand	2.68	3.3	Buy	RNAV (35% disc)
04/06/26	uSMART	GuocoLand	2.37	3.17	Buy
07/03/26	Lim & Tan	GuocoLand	2.14	3.3	Accumulate
09/02/26	DBS Vickers	GuocoLand	2.22	3.4	Buy	RNAV (35% disc)

Grand Banks Yacht - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
10/27/25	Lim & Tan	Grand Banks Yacht	0.745	1.12	Buy	PER10.6x FY26
11/21/25	Lim & Tan	Grand Banks Yacht	0.785	0	Buy
01/28/26	Lim & Tan	Grand Banks Yacht	0.82	1.33	Buy
06/05/26	Lim & Tan	Grand Banks Yacht	0.72	1.49	Buy	PER14.8x
08/31/26	Lim & Tan	Grand Banks Yacht	0.73	1.49	Buy	PER14.8x
10/21/26	Lim & Tan	Grand Banks Yacht	0.74	1.49	Buy	PER14.8x

Stock calls for 12 November 2026

Date	Analyst	Company	Last	Target	Call	Valuation
11/12/26	Lim & Tan	Centurion	1.21	1.9	Accumulate
11/12/26	phillip	City Developments	7.12	11.85	Buy	RNAV (30% disc)
11/12/26	Lim & Tan	City Developments	7.12	10.32	Accumulate on weakness
11/12/26	DBS Vickers	NTT DC Reit	0.9	1.3	Buy	DCF, PB1.2x
11/12/26	CIMB	OCBC	28.82	28.2	Hold
11/12/26	CLSA	OCBC	28.82	30	Hold
11/12/26	DMG & Partners	OCBC	28.82	32.85	Buy
11/12/26	BOA	OCBC	28.82	28.4	Neutral
11/12/26	phillip	Raffles Education	0.084	0.2	Buy	DCF
11/12/26	DBS Vickers	SIA	7.17	7	Hold	EV/Ebitda5x FY27
11/12/26	DBS Vickers	SIA Engineering	2.84	3.8	Buy	PER21x FY27 & DCF
11/12/26	OCBC	Starhill	0.485	0.485	Hold
11/12/26	UOB Kay Hian	UMS	1.89	2.4	Buy	PER24.3x FY27
11/12/26	DBS Vickers	UMS	1.89	2.68	Buy	PER30x FY27
11/12/26	phillip	Valuetronics	0.93	1.02	Accumulate	PER15x FY27
11/12/26	UOB Kay Hian	Valuetronics	0.93	1.4	Buy	PER16x FY28, Ex-cash
11/12/26	UOB Kay Hian	Yangzijiang Shipping	4.61	5.3	Buy	PER9x fY28
11/12/26	Kim Eng	Yangzijiang Shipping	4.61	5.2	Buy

The fabricated Nvidia saga! - Part 4

We've been proven right in our judgement on this Nvidia saga.  The woven china spying story was just a farce because Singapore and Malaysia couldn't find any concrete evidence for the illicit chip transfer by Megaspeed.

The proximate truth is Jensen has offended somebody and that somebody is trying to oust him.  The New York Times has just published Jensen's 2nd affair after weaving the 1st story of China spying.

It looks like Jensen will be ousted successfully because he has only 3.58% stakes in Nvidia.

Golden Agri - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
09/18/25	OCBC	Golden Agri	0.3	0.3	Hold
04/23/26	DMG & Partners	Golden Agri	0.305	0.3	Neutral
08/18/26	OCBC	Golden Agri	0.29	0.31	Hold
10/14/26	DMG & Partners	Golden Agri	0.305	0.36	Buy
10/30/26	OCBC	Golden Agri	0.28	0.31	Hold

Geo Energy - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
09/04/25	Phillip	Geo Energy	0.39	0.47	Buy	DCF
09/09/25	Lim & Tan	Geo Energy	0.425	0.58	Buy
09/26/25	Phillip	Geo Energy	0.45	0.59	Buy	DCF
09/30/25	Lim & Tan	Geo Energy	0.475	0.59	Buy
11/26/25	Phillip	Geo Energy	0.43	0.59	Buy	DCF
12/23/25	Amfrasers	Geo Energy	0.43	0.76	outperform	DCF
03/02/26	Lim & Tan	Geo Energy	0.415	0.425	Hold
03/16/26	Phillip	Geo Energy	0.54	0.75	Buy	DCF
03/19/26	Amfrasers	Geo Energy	0.525	1.02	outperform	DCF
05/11/26	Lim & Tan	Geo Energy	0.61	0.8	Buy
05/18/26	Amfrasers	Geo Energy	0.58	1.27	outperform	DCF
05/25/26	Lim & Tan	Geo Energy	0.5	0.93	Buy
06/02/26	Phillip	Geo Energy	0.47	0.75	Buy	DCF
06/23/26	Lim & Tan	Geo Energy	0.435	1	Accumulate
07/20/26	Lim & Tan	Geo Energy	0.54	0.8	Accumulate
08/31/26	Phillip	Geo Energy	0.53	0.75	Buy	DCF
09/02/26	Amfrasers	Geo Energy	0.55	1.15	outperform	DCF
09/11/26	Lim & Tan	Geo Energy	0.55	0.82	Accumulate
10/06/26	Lim & Tan	Geo Energy	0.6	0.79	Buy

Genting - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
08/04/25	DBS Vickers	Genting	0.735	0.8	Hold	DCF & EV/Ebitda5.3x FY26
08/08/25	UOB Kay Hian	Genting	0.755	0.89	Hold	EV/Ebitda8x FY26
10/14/25	DBS Vickers	Genting	0.715	0.8	Hold	DCF & EV/Ebitda5.3x FY26
11/07/25	UOB Kay Hian	Genting	0.73	0.89	Buy	EV/Ebitda8x FY26
11/07/25	DBS Vickers	Genting	0.73	0.8	Hold	DCF & EV/Ebitda5.3x FY26
11/07/25	CIMB	Genting	0.73	0.785	Add
11/11/25	Kim Eng	Genting	0.77	1	Buy
01/05/26	UOB Kay Hian	Genting	0.725	0.89	Buy	EV/Ebitda8x FY26
01/29/26	DBS Vickers	Genting	0.73	0.8	Hold	DCF & EV/Ebitda5.3x FY26
01/29/26	CIMB	Genting	0.73	0.785	Add	EV/Ebitda
02/19/26	DBS Vickers	Genting	0.77	0.9	Buy	EV/Ebitda7.3x FY26
02/25/26	UOB Kay Hian	Genting	0.79	0.84	Hold	EV/Ebitda8x FY26
02/25/26	DBS Vickers	Genting	0.79	0.85	Buy	EV/Ebitda7.3x FY26
02/25/26	CIMB	Genting	0.79	0.76	Hold	EV/Ebitda
03/24/26	Lim & Tan	Genting	0.67	0.85	Accumulate
04/23/26	DBS Vickers	Genting	0.7	0.85	Buy	EV/Ebitda7.3x FY26
05/13/26	UOB Kay Hian	Genting	0.69	0.75	Hold	EV/Ebitda7.7x FY26
05/13/26	DBS Vickers	Genting	0.69	0.67	Hold	EV/Ebitda7.3x FY26
05/13/26	CIMB	Genting	0.69	0.67	Hold	EV/Ebitda
06/03/26	OCBC	Genting	0.6	0.77	Buy
07/23/26	DBS Vickers	Genting	0.63	0.67	Hold	EV/Ebitda7.3x FY26
08/14/26	UOB Kay Hian	Genting	0.625	0.7	Hold	EV/Ebitda7x FY26
08/14/26	DBS Vickers	Genting	0.625	0.67	Hold	EV/Ebitda6.9x FY26
10/22/26	DBS Vickers	Genting	0.605	0.67	Hold	EV/Ebitda6.9x FY26

Stock calls for 11 November 2026

Date	Analyst	Company	Last	Target	Call	Valuation
11/11/26	OCBC	Boustead	1.62	2.33	Buy	PER
11/11/26	Lim & Tan	Delfi	0.69	0.92	Accumulate on weakness
11/11/26	Kim Eng	Frasers Logistics	0.895	1	Buy	DDM
11/11/26	OCBC	Riverstone	0.72	0.9	Buy	PER
11/11/26	DBS Vickers	UMS	1.75	3.62	Buy	PER38x FY27
11/11/26	Lim & Tan	UMS	1.75	3.42	Accumulate on weakness
11/11/26	OCBC	Yangzijiang Shipping	4.59	6.1	Buy	PER