The Iran war situation report. - Part 68

Just as we've stated previously, the Iran-US peace deal is highly unlikely to be achieved unless the US  gives in to Iran's demands.  The current status is a stalemate for the peace deal.

Consequently, Trump is facing some resistance in his country now.  Trump will find it more difficult to continue the Iran war without the congress approval and this hardship will compel Trump to abandon Israel.  Just like what we've projected previously, the anglo-saxons will prevail against the Jews via this war.

Last but not least, Hezbollah has just rejected the truce.  Therefore, a peace deal is impossible now without Hezbollah.

Phillip Sing Income ETF - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
10/23/25	phillip	Phillip Sing Income ETF	1.422	1.59	Accumulate	Sum of parts

Phil AP Div Reit - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
05/29/25	phillip	Phil AP Div Reit	1.1	1.095	Accumulate	Sum of parts
11/28/25	phillip	Phil AP Div Reit	1.191	1.29	Accumulate	Sum of parts
04/22/26	phillip	Phil AP Div Reit	0.878	1.14	Accumulate	Sum of parts

PC Partner - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
01/08/26	Amfrasers	PC Partner	1.02	1.73	outperform	DCF
02/09/26	Tickrs Financial	PC Partner	1.33	2.2	Buy	Sum of parts
03/18/26	Amfrasers	PC Partner	1.34	2.54	outperform	DCF

Stock calls for 4 June 2026

Date	Analyst	Company	Last	Target	Call	Valuation
06/04/26	DBS Vickers	A-Reit	2.5	3.2	Buy	DCF
06/04/26	Lim & Tan	A-Reit	2.5	3.12	Accumulate
06/04/26	CIMB	CSE Global	1.65	2	Add	PER
06/04/26	Lim & Tan	First Reit	0.235	0.245	Vote Yes
06/04/26	DBS Vickers	Food Empire	2.51	3.05	Buy	Sum of parts, Ex-bonus (1 for 5)
06/04/26	Amfrasers	OKP	0.8	1.31	outperform	DCF
06/04/26	DMG & Partners	Tai Sin Electric	0.54	0.75	Buy

Parkway Life - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
03/06/25	UOB Kay Hian	Parkway Life	3.85	4.85	Buy	DDM
04/01/25	UOB Kay Hian	Parkway Life	4.15	4.85	Buy	DDM
04/23/25	Kim Eng	Parkway Life	4.23	4.5	Buy	DDM
04/30/25	CIMB	Parkway Life	4.18	4.91	Add
04/30/25	OCBC	Parkway Life	4.18	4.65	Buy
05/21/25	UOB Kay Hian	Parkway Life	4.14	4.85	Buy	DDM
05/28/25	Kim Eng	Parkway Life	4.1	4.5	Buy	DDM
06/27/25	UOB Kay Hian	Parkway Life	4.1	5.33	Buy	DDM
08/01/25	UOB Kay Hian	Parkway Life	4.03	5.33	Buy	DDM
08/06/25	Lim & Tan	Parkway Life	4.06	4.85	Accumulate on weakness
08/07/25	Kim Eng	Parkway Life	4.11	4.5	Buy	DDM
08/07/25	CIMB	Parkway Life	4.11	4.93	Add	DDM
08/08/25	DBS Vickers	Parkway Life	4.1	4.75	Buy	DCF
08/18/25	UOB Kay Hian	Parkway Life	4.03	5.34	Buy	DDM
08/18/25	OCBC	Parkway Life	4.03	4.85	Buy
09/01/25	UOB Kay Hian	Parkway Life	4.22	5.34	Buy	DDM
11/06/25	CIMB	Parkway Life	4.05	4.97	Add	DDM
11/25/25	UOB Kay Hian	Parkway Life	4.02	5.42	Buy	DDM
02/03/26	DBS Vickers	Parkway Life	4.07	4.75	Buy	DCF
02/03/26	Lim & Tan	Parkway Life	4.07	4.8	Accumulate on weakness
02/04/26	UOB Kay Hian	Parkway Life	4.1	5.45	Buy	DDM
02/04/26	CIMB	Parkway Life	4.1	4.97	Add	DDM
04/01/26	UOB Kay Hian	Parkway Life	4	5.45	Buy	DDM
04/15/26	OCBC	Parkway Life	4	4.83	Buy
04/15/26	DBS Vickers	Parkway Life	4.02	4.75	Buy	DCF
05/04/26	DBS Vickers	Parkway Life	4.02	4.75	Buy	DCF
05/04/26	OCBC	Parkway Life	4.02	4.82	Buy
05/04/26	CIMB	Parkway Life	4.02	4.97	Add	DDM
05/04/26	Lim & Tan	Parkway Life	4.02	4.83	Accumulate on weakness
05/13/26	UOB Kay Hian	Parkway Life	3.99	5.45	Buy	DDM

Paragon Reit - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
03/27/25	Lim & Tan	Paragon Reit	0.97	0.98	Accept Offer	Offer @ $0.98

Pan-United - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
03/07/25	CIMB	PanUnited	0.625	0.75	Add
03/14/25	UOB Kay Hian	PanUnited	0.62	0.81	Buy
04/08/25	UOB Kay Hian	PanUnited	0.575	0.81	Buy
04/08/25	Lim & Tan	PanUnited	0.575	0.77	Accumulate
05/27/25	CIMB	PanUnited	0.705	0.823	Add
07/07/25	CIMB	PanUnited	0.87	0.958	Add
07/10/25	UOB Kay Hian	PanUnited	0.895	1.06	Buy	PER14x FY25
08/15/25	CIMB	PanUnited	1.07	1.2	Add	EV/Ebitda
08/18/25	phillip	PanUnited	1.13	1.34	Buy	DCF
09/11/25	UOB Kay Hian	PanUnited	1.18	1.33	Buy	PER17x FY26
02/26/26	UOB Kay Hian	PanUnited	1.27	1.42	Buy	PER17x FY26
02/26/26	CIMB	PanUnited	1.27	1.55	Add	EV/Ebitda
02/27/26	phillip	PanUnited	1.32	1.73	Buy	DCF
04/07/26	Lim & Tan	PanUnited	1.71	1.57	Hold

Stock calls for 3 June 2026

Date	Analyst	Company	Last	Target	Call	Valuation
06/03/26	UOB Kay Hian	Beng Kuang Marine	0.505	0.75	Buy	PER14x FY27
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
06/03/26	UOB Kay Hian	City Developments	8.44	11.5	Buy	RNAV (15% disc)
06/03/26	UOB Kay Hian	Food Empire	3.02	4.21	Buy	PER25x FY26
06/03/26	DMG & Partners	Food Empire	3.02	3.87	Buy	Ex-bonus target $3.36
06/03/26	OCBC	Genting	0.6	0.77	Buy
06/03/26	UOB Kay Hian	Hong Leong Asia	3.26	4.9	Buy	Sum of parts
06/03/26	UOB Kay Hian	Huationg Global	0.785	1.23	Buy	PER11x FY26
06/03/26	UOB Kay Hian	Keppel Corp	10.95	13.23	Buy	PER18x
06/03/26	UOB Kay Hian	OCBC	24.08	26.8	Buy	GGM, PB1.9x FY26
06/03/26	UOB Kay Hian	Oiltek	1.85	2.78	Buy	PER28x FY27
06/03/26	UOB Kay Hian	Riverstone	0.88	1.1	Buy	PER25x FY27
06/03/26	Lim & Tan	SATS	3.95	4.42	Accumulate on weakness
06/03/26	UOB Kay Hian	Ultragreen	1.36	1.95	Buy	PER26x FY26
06/03/26	UOB Kay Hian	Venture	18.36	20.65	Buy	PER23.7x FY27

The Iran war situation report. - Part 67

It looks like the US is getting desperate and delusional now after being unable to win the Iran war.

Tehran has declared the peace talks are over but the US is still in denial.

It is also becoming likely that a hormuz toll will be imposed for Iran's reparation because Qatar has relented.

Pacific Radiance - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
03/05/25	CIMB	Pacific Radiance	0.044	0.07	Add
03/17/25	phillip	Pacific Radiance	0.045	0.06	Buy	PER8x FY25
08/20/25	CIMB	Pacific Radiance	0.05	0.09	Add	PER
08/27/25	phillip	Pacific Radiance	0.067	0.098	Buy	PER8x FY26
10/06/25	CIMB	Pacific Radiance	0.105	0.14	Add	PER

Oxley - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
09/02/25	Lim & Tan	Oxley	0.106	0	Hold