The Iran war situation report. - Part 89

Just as we've projected in Part 87, Iran had retaliated by attacking the US ally's water plant and energy infrastructure.  Kuwait had also started to ration its electricity due to some infrastructure damages.

What's gonna happen next?

We've stated that the Gulf states would collapse faster than Iran when there's no water and energy available.  Therefore, the gulf states will compel the US to stop its reckless attacks or else they will kick the US out of the gulf states.

We're confident that Iran will outlast the US and the US won't be able to defeat Iran in this illegal war.

Beng Kuang Marine - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
08/11/25	Kim Eng	Beng Kuang Marine	0.24	0.22	Hold	Up from $0.19
11/10/25	Kim Eng	Beng Kuang Marine	0.31	0.3	Hold
03/30/26	Lim & Tan	Beng Kuang Marine	0.385	0.535	Buy	PER12x FY26/27
04/16/26	Lim & Tan	Beng Kuang Marine	0.45	0.535	Buy	PER12x FY26/27
04/20/26	UOB Kay Hian	Beng Kuang Marine	0.48	0.64	Buy	PER12.1x FY27
04/22/26	Lim & Tan	Beng Kuang Marine	0.49	0.59	Buy
05/04/26	UOB Kay Hian	Beng Kuang Marine	0.485	0.64	Buy	PER12.1x FY27
05/08/26	UOB Kay Hian	Beng Kuang Marine	0.57	0.75	Buy	PER14x FY27
05/08/26	Lim & Tan	Beng Kuang Marine	0.57	0.69	Buy	PER13x FY27
06/03/26	UOB Kay Hian	Beng Kuang Marine	0.505	0.75	Buy	PER14x FY27
07/08/26	Lim & Tan	Beng Kuang Marine	0.46	0.72	Buy

Aztech - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
08/05/25	UOB Kay Hian	Aztech	0.645	0.58	Hold	PER12x FY26
08/06/25	DBS Vickers	Aztech	0.65	0.66	Hold	PER14x FY25
10/16/25	UOB Kay Hian	Aztech	0.675	0.58	Hold	PER12x FY26
10/16/25	DBS Vickers	Aztech	0.675	0.66	Hold	PER14x FY25
10/16/25	Lim & Tan	Aztech	0.675	0	Hold
10/16/25	CIMB	Aztech	0.675	0.66	Hold
10/21/25	Kim Eng	Aztech	0.635	0.61	Hold	PER
01/23/26	Lim & Tan	Aztech	0.655	0	Hold
02/27/26	DBS Vickers	Aztech	0.67	0.67	Hold	PER12x FY27
03/04/26	CIMB	Aztech	0.745	0.78	Hold	PER
03/12/26	DBS Vickers	Aztech	0.81	0.67	Hold	PER12x FY27
04/29/26	UOB Kay Hian	Aztech	0.875	1.32	Buy	PER20x FY27
04/29/26	DBS Vickers	Aztech	0.875	0.93	Hold	PER15x FY27
04/29/26	CIMB	Aztech	0.875	1.14	Add	PER

Avepoint - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
10/06/25	DBS Vickers	Avepoint	19.11	28	Buy	EV/Sales 11x
11/10/25	DBS Vickers	Avepoint	17.6	28	Buy	EV/Sales 11x
03/02/26	DBS Vickers	Avepoint	13.8	20	Buy	EV/Sales 7x
05/11/26	DBS Vickers	Avepoint	13.3	20	Buy	EV/Sales 7x

Stock calls for 17 July 2026

Date	Analyst	Company	Last	Target	Call	Valuation
07/17/26	UOB Kay Hian	Keppel Corp	11.46	13.23	Buy	PER18x
07/17/26	DMG & Partners	Marco Polo	0.129	0.21	Buy
07/17/26	UOB Kay Hian	Riverstone	0.865	1.1	Buy	PER25x FY27
07/17/26	UOB Kay Hian	Singtel	4.39	5.5	Buy	Sum of parts
07/17/26	UOB Kay Hian	Valuetronics	1.08	1.88	Buy	PER19x FY28, Ex-cash
07/17/26	UOB Kay Hian	Venture	16.38	20.65	Buy	PER23.7x FY27
07/17/26	Lim & Tan	Zixin	0.032	0.065	Buy

The Iran war situation report. - Part 88

Why did the US-Iran peace deal break down and the US intensified its attacks against Iran?

This is because Iran has made public its allegation against the US.  Please see below.

The US intensified its attack against Iran because it refused to share the ill-gotten profit from stock manipulation.

This revelation and Iran attack caused all the stocks, gold and crypto markets to fall heavily today.

Attika - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
06/30/26	Amfrasers	Attika	0.165	0.312	Outperform	DCF

Aspial - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
07/08/26	SAC Capital	Aspial	0.355	0.5	Buy	PER

ASL Marine - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
09/01/25	Lim & Tan	ASL Marine	0.083	0	Accumulate
10/14/25	Lim & Tan	ASL Marine	0.215	0.3	Buy	PER9.5x FY27
11/03/25	UOB Kay Hian	ASL Marine	0.23	0.33	Buy	PER11.6x FY26
11/10/25	Lim & Tan	ASL Marine	0.255	0.3	Buy	PER9.5x FY27
12/02/25	UOB Kay Hian	ASL Marine	0.25	0.35	Buy	PER11.6x FY26
12/02/25	Lim & Tan	ASL Marine	0.25	0.33	Buy	PER9.5x FY27
01/05/26	UOB Kay Hian	ASL Marine	0.29	0.35	Buy	PER11.6x FY26
02/02/26	UOB Kay Hian	ASL Marine	0.31	0.35	Buy	PER11.6x FY26
02/16/26	UOB Kay Hian	ASL Marine	0.32	0.43	Buy	PER12x FY27
03/04/26	Lim & Tan	ASL Marine	0.335	0.45	Buy
03/10/26	UOB Kay Hian	ASL Marine	0.285	0.43	Buy	PER12x FY27
05/07/26	UOB Kay Hian	ASL Marine	0.375	0.43	Buy	PER12x FY27
05/21/26	Lim & Tan	ASL Marine	0.365	0.45	Buy	PER12x FY27
06/19/26	Lim & Tan	ASL Marine	0.315	0.47	Buy	PER12x FY27

Stock calls for 16 July 2026

Date	Analyst	Company	Last	Target	Call	Valuation
07/16/26	Lim & Tan	A-Reit	2.49	3.11	Accumulate
07/16/26	JPM	DBS	72.98	63	Underweight
07/16/26	Amfrasers	Hour Glass	2.61	3.94	outperform	DCF
07/16/26	Kim Eng	Justco	0.705	1.02	buy
07/16/26	CIMB	Lum Chang Creations	0.385	0.64	Add	PER
07/16/26	Lim & Tan	Lum Chang Creations	0.385	0.52	Buy
07/16/26	JPM	OCBC	28.36	20.5	Underweight
07/16/26	phillip	Q&M	0.54	0.71	Buy	PER18x
07/16/26	JPM	UOB	42.05	34	Underweight
07/16/26	CIMB	Wee Hur	0.66	0.95	Add	Sum of parts

The Iran war situation report. - Part 87

Trump has done his TACO again by retracting his 20% Hormuz toll. Hahaha!

Since he has retracted his 20% Hormuz toll, he has to harden his stance by threatening to bomb energy and water infrastructure so that he won't lose his face.  However, he will also TACO on this threat because Iran will destroy the energy and water infracture in the gulf states including Israel for retaliatory attacks.

Trust me, the gulf states and Israel will collapse faster than Iran when they don't have energy to use and water to consume.

Thus, we are very confident that Trump will TACO again.

Ascendas India Trust - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
09/30/25	DBS Vickers	Ascendas India Trust	1.17	1.5	Buy	DDM
11/03/25	OCBC	Ascendas India Trust	1.21	1.42	Buy	DDM
01/02/26	DBS Vickers	Ascendas India Trust	1.22	1.5	Buy	DDM
02/02/26	Lim & Tan	Ascendas India Trust	1.24	1.43	Accumulate
02/03/26	DBS Vickers	Ascendas India Trust	1.27	1.5	Buy	DDM
02/03/26	OCBC	Ascendas India Trust	1.27	1.38	Buy	DDM
02/26/26	OCBC	Ascendas India Trust	1.21	1.37	Buy	DDM
04/24/26	OCBC	Ascendas India Trust	1.05	1.3	Buy	DDM

Ascott Residence Trust (ART) - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
08/01/25	UOB Kay Hian	ART	0.895	1.56	Buy	DDM
08/04/25	Kim Eng	ART	0.89	1.05	Buy	DDM
08/05/25	DBS Vickers	ART	0.905	1.15	Buy	DCF
08/28/25	Lim & Tan	ART	0.875	1.08	Accumulate
09/01/25	UOB Kay Hian	ART	0.885	1.56	Buy	DDM
10/29/25	DBS Vickers	ART	0.955	1.15	Buy	DCF
10/29/25	Lim & Tan	ART	0.955	1.06	Accumulate
10/30/25	UOB Kay Hian	ART	0.96	1.56	Buy	DDM
10/30/25	Phillip	ART	0.96	1.05	Buy	DDM
12/01/25	UOB Kay Hian	ART	0.945	1.56	Buy	DDM
12/08/25	DBS Vickers	ART	0.935	1.15	Buy	DCF
01/30/26	DBS Vickers	ART	0.965	1.15	Buy	DCF
01/30/26	Lim & Tan	ART	0.965	1.11	Accumulate
01/30/26	CIMB	ART	0.965	1.18	Add
02/02/26	Phillip	ART	0.98	1.08	Accumulate	DDM
02/03/26	UOB Kay Hian	ART	0.98	1.42	Buy	DDM
02/09/26	Kim Eng	ART	0.97	1.05	Buy	DDM
02/09/26	OCBC	ART	0.97	1.01	Buy
02/09/26	CIMB	ART	0.97	1.18	Add
02/09/26	DBS Vickers	ART	0.97	1.15	Buy
04/01/26	UOB Kay Hian	ART	0.88	1.42	Buy	DDM
04/27/26	OCBC	ART	0.905	0.95	Buy
04/28/26	Phillip	ART	0.9	1.08	Buy	DDM
04/28/26	Lim & Tan	ART	0.9	1.08	Accumulate
04/28/26	CIMB	ART	0.9	1.13	Add	DDM
05/29/26	OCBC	ART	0.895	0.95	Buy
05/29/26	Lim & Tan	ART	0.895	1.08	Accumulate
07/06/26	UOB Kay Hian	ART	0.895	1.42	Buy	DDM