Red alert: Iran war is resuming! - Part 9

Is the Iran war ending soon?
It looks like Trump is preparing for his final Iran battle now.  He will launch a short but intense attack against Iran after the mid-term election, declare victorious and retreat from the Iran war thereafter.

Trump doesn't care about Iran's retaliation anymore because he just wants to withdraw from the Iran war after suffering heavy military losses (military assets and lives) for the past few months.

If our projection manifests in the near future, it means oil prices will fall heavily after the US withdrawal.  Cheers!

Dairy Farm - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
08/07/25	DMG & Partners	Dairy Farm	3.49	4.05	Buy	Sum of parts
08/22/25	DBS Vickers	Dairy Farm	3.16	3.9	Buy	PER18x FY26
08/25/25	UOB Kay Hian	Dairy Farm	3.12	4.3	Buy	PER22.7x
09/23/25	DBS Vickers	Dairy Farm	3.22	3.9	Buy	PER18x FY26
10/30/25	DMG & Partners	Dairy Farm	3.41	4.05	Buy	Sum of parts
10/31/25	DBS Vickers	Dairy Farm	3.39	3.9	Buy	PER18x FY26
10/31/25	CIMB	Dairy Farm	3.39	4	Add	PER
11/26/25	DMG & Partners	Dairy Farm	3.41	4.05	Buy	Sum of parts
12/04/25	DBS Vickers	Dairy Farm	3.67	4.5	Buy	PER21x FY26
01/05/26	UOB Kay Hian	Dairy Farm	3.93	4.3	Buy	PER22.7x
01/19/26	UOB Kay Hian	Dairy Farm	3.94	5.3	Buy	PER25.1x
02/02/26	UOB Kay Hian	Dairy Farm	4.12	5.3	Buy	PER25.1x
03/04/26	DBS Vickers	Dairy Farm	4.14	4.5	Buy	PER21x FY26
03/05/26	UOB Kay Hian	Dairy Farm	4.3	5.6	Buy	PER25.2x
03/05/26	DBS Vickers	Dairy Farm	4.3	5	Buy	PER23x FY26
03/05/26	CIMB	Dairy Farm	4.3	4.9	Add	PER
03/12/26	CIMB	Dairy Farm	4.75	5.5	Add	PER
04/20/26	DBS Vickers	Dairy Farm	4.07	5	Buy	PER23x FY26
04/22/26	CIMB	Dairy Farm	4.16	5.5	Add	PER
04/23/26	DMG & Partners	Dairy Farm	4.35	4.74	Buy
06/12/26	DBS Vickers	Dairy Farm	3.8	5	Buy	PER23x FY27
07/02/26	DBS Vickers	Dairy Farm	3.6	5	Buy	PER19.7x FY27
07/29/26	CIMB	Dairy Farm	3.52	5.5	Add	PER
07/30/26	UOB Kay Hian	Dairy Farm	3.58	5.2	Buy	PER24x FY27
07/30/26	DMG & Partners	Dairy Farm	3.58	5.03	Buy
09/09/26	DBS Vickers	Dairy Farm	3.62	5	Buy	PER19.7x FY27
10/01/26	CIMB	Dairy Farm	3.19	5.5	Add	PER
10/01/26	DBS Vickers	Dairy Farm	3.19	5	Buy	PER19.7x FY27
10/02/26	DBS Vickers	Dairy Farm	3.4	4.5	Buy	PER19.4x FY27
10/16/26	DMG & Partners	Dairy Farm	3.32	4.93	Buy

CSOP iEdge SREIT ETF - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
11/21/25	phillip	CSOP iEdge SREIT ETF	0.785	0.815	Accumulate
04/08/26	phillip	CSOP iEdge SREIT ETF	0.727	0.755	Accumulate	Sum of parts
10/19/26	phillip	CSOP iEdge SREIT ETF	0.67	0.715	Accumulate	Sum of parts

CSE Global - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
08/08/25	UOB Kay Hian	CSE Global	0.695	0.85	Buy	PER15.6x FY25
08/18/25	CIMB	CSE Global	0.645	0.86	Add	PER
09/05/25	DMG & Partners	CSE Global	0.69	0.86	Buy
09/22/25	CIMB	CSE Global	0.725	0.86	Add	PER
10/14/25	UOB Kay Hian	CSE Global	0.73	0.85	Buy	PER15.6x FY25
10/21/25	Kim Eng	CSE Global	0.665	0.84	Buy	PER
11/06/25	Amfrasers	CSE Global	0.85	0.73	Underperform	DCF
11/12/25	UOB Kay Hian	CSE Global	0.88	1.22	Buy	PER21x FY26
11/12/25	CIMB	CSE Global	0.88	1.15	Add	PER
11/12/25	Kim Eng	CSE Global	0.88	1.2	Buy
11/20/25	Lim & Tan	CSE Global	0.97	1.2	Accumulate
11/28/25	DMG & Partners	CSE Global	0.95	1.22	Buy	PER21x FY26
12/10/25	Amfrasers	CSE Global	0.91	1.08	Outperform	DCF
12/16/25	Lim & Tan	CSE Global	0.91	1.2	Accumulate
01/05/26	UOB Kay Hian	CSE Global	1.03	1.22	Buy	PER21x FY26
01/14/26	DMG & Partners	CSE Global	1.07	1.22	Buy	PER21x FY26
01/30/26	Beansprout	CSE Global	1.15	1.4	Buy
02/02/26	UOB Kay Hian	CSE Global	1.12	1.22	Buy	PER21x FY26
02/11/26	CIMB	CSE Global	1.24	1.5	Add	PER
02/19/26	Lim & Tan	CSE Global	1.27	1.3	Hold
03/02/26	CIMB	CSE Global	1.32	1.5	Add	PER
03/03/26	UOB Kay Hian	CSE Global	1.29	1.43	Buy	PER25x FY26
03/10/26	Amfrasers	CSE Global	1.24	1.79	Outperform	DCF
04/10/26	Lim & Tan	CSE Global	1.24	1.54	Accumulate
04/23/26	DMG & Partners	CSE Global	1.36	1.48	Buy
05/06/26	Lim & Tan	CSE Global	1.36	1.6	Accumulate
05/15/26	CIMB	CSE Global	1.77	2.1	Add	PER
05/15/26	Lim & Tan	CSE Global	1.77	2	Accumulate
05/22/26	DMG & Partners	CSE Global	1.55	1.94	Buy
06/04/26	CIMB	CSE Global	1.65	2	Add	PER
06/09/26	UOB Kay Hian	CSE Global	1.33	1.79	Buy	PER29x FY27
06/19/26	Kim Eng	CSE Global	1.43	2.25	Buy
07/24/26	DMG & Partners	CSE Global	1.24	1.94	Buy
07/27/26	DBS Vickers	CSE Global	1.02	1.4	Buy	EV/Ebitda
07/27/26	CIMB	CSE Global	1.02	2	Add	PER
07/28/26	UOB Kay Hian	CSE Global	1.22	1.79	Buy	PER29x FY27
07/28/26	Kim Eng	CSE Global	1.22	2	Buy
08/17/26	UOB Kay Hian	CSE Global	1.24	1.79	Buy	PER29x FY27
08/17/26	CIMB	CSE Global	1.24	1.95	Add	PER
08/17/26	Kim Eng	CSE Global	1.24	2.25	Buy
08/21/26	Lim & Tan	CSE Global	1.24	1.88	Accumulate
08/31/26	Amfrasers	CSE Global	1.18	1.7	Outperform	DCF
09/09/26	Citi Research	CSE Global	1.18	1.7	Buy/High risk	PEG1x
09/25/26	CIMB	CSE Global	1.26	1.95	Add	PER
09/25/26	Lim & Tan	CSE Global	1.26	1.8	Accumulate
10/16/26	Citi Research	CSE Global	0.92	1.7	Buy	PEG1x
10/19/26	UOB Kay Hian	CSE Global	0.96	1.79	Buy	PER29x FY27
10/23/26	CIMB	CSE Global	0.92	1.95	Add	PER

Stock calls for 28 October 2026

Date	Analyst	Company	Last	Target	Call	Valuation
10/28/26	Phillip	ART	0.825	1.04	Buy	DDM
10/28/26	OCBC	Ascendas India Trust	0.875	1.19	Buy	DDM
10/28/26	DBS Vickers	Aztech	0.41	0.33	Fully Valued	PER11x FY27
10/28/26	DBS Vickers	Digicore Reit	0.44	0.62	Buy	DCF
10/28/26	Kim Eng	ESR-Reit	1.9	2.78	Buy	DDM
10/28/26	UOB Kay Hian	Ifast Corp	8	10.16	Buy	PER23x FY27
10/28/26	CIMB	Info-Tech System	0.8	1.35	Add	PER16x FY27
10/28/26	DBS Vickers	Keppel Pacific	0.147	0.15	Hold	DCF
10/28/26	OCBC	Keppel Reit	0.805	0.93	Buy
10/28/26	Lim & Tan	Mapletree Industrial	1.79	1.89	Hold
10/28/26	Lim & Tan	UI Boustead	0.78	1.02	Accumulate

Apple Iphone Duo has a flawed hinge design that causes its screen to crack!

Some mobile phone repair shop had disassembled the cracked screen Duo and discovered that the hinge had broken off and caused the Samsung foldable screen to crack.  Therefore, Duo doesn't have a foldable screen problem but a flawed hinge design problem.

Why did Apple introduce its foldable phone so late?

This is because Apple has encountered problems bypassing many folding mechanism patents filed by Huawei, Xiaomi, Oppo, Vivo, Honour, Oppos, Samsung and etc.  In the end, Apple has produced a flawed hinge for its Iphone Duo.  Even though Apple is willing to replace the faulty hinge and cracked screen for free during the warranty period, this Duo foldable phone will continue to have the same existing problem due to its flawed hinge design.  It is a matter of time that the newly replaced hinge will break off again unless Apple changes the hinge design.

Do you still want to buy a problematic Iphone Duo and keep replacing the components?