Date |
Analyst |
Company |
Last |
Target |
Call |
Valuation |
04/10/26 |
Phillip |
IX Biopharm |
0.2 |
1 |
Buy |
Sum of parts |
Wednesday, August 19, 2026
IX Biopharm - Stock calls
Isoteam - Stock calls
Date |
Analyst |
Company |
Last |
Target |
Call |
Valuation |
08/29/25 |
CIMB |
Isoteam |
0.08 |
0.102 |
Add |
PER |
08/29/25 |
Kim Eng |
Isoteam |
0.08 |
0.1 |
Buy |
|
09/04/25 |
SAC Capital |
Isoteam |
0.083 |
0.096 |
Buy |
|
09/12/25 |
Lim & Tan |
Isoteam |
0.087 |
0.1 |
Accumulate |
|
09/17/25 |
CIMB |
Isoteam |
0.088 |
0.11 |
Add |
|
09/24/25 |
Lim & Tan |
Isoteam |
0.084 |
0.11 |
Accumulate |
|
09/26/25 |
DMG & Partners |
Isoteam |
0.084 |
0.078 |
Neutral |
|
10/17/25 |
Amfrasers |
Isoteam |
0.081 |
0.099 |
outperform |
DCF |
11/28/25 |
Lim & Tan |
Isoteam |
0.077 |
0.096 |
Accumulate |
|
12/01/25 |
DMG & Partners |
Isoteam |
0.078 |
0.078 |
Neutral |
|
01/28/26 |
Kim Eng |
Isoteam |
0.087 |
0.1 |
Buy |
PER9x FY26/27 |
02/13/26 |
CIMB |
Isoteam |
0.087 |
0.122 |
Add |
PER12x FY26 |
02/13/26 |
Kim Eng |
Isoteam |
0.087 |
0.12 |
Buy |
PER11x FY26/27 |
02/13/26 |
DMG & Partners |
Isoteam |
0.087 |
0.087 |
Neutral |
|
04/21/26 |
CIMB |
Isoteam |
0.081 |
0.11 |
Add |
PER |
04/22/26 |
Kim Eng |
Isoteam |
0.084 |
0.12 |
Buy |
PER11x FY26/27 |
ISDN - Stock calls
Date |
Analyst |
Company |
Last |
Target |
Call |
Valuation |
08/25/25 |
CIMB |
ISDN |
0.385 |
0.44 |
Add |
|
04/28/26 |
CIMB |
ISDN |
0.48 |
0.96 |
Add |
PER |
05/20/26 |
CIMB |
ISDN |
0.65 |
0.96 |
Add |
PER |
07/21/26 |
SAC Capital |
ISDN |
0.63 |
0.97 |
Buy |
PER |
08/18/26 |
CIMB |
ISDN |
0.715 |
1.05 |
Add |
PER |
Stock calls for 19 August 2026
Date |
Analyst |
Company |
Last |
Target |
Call |
Valuation |
08/19/26 |
UOB Kay Hian |
BRC Asia |
4.32 |
5.3 |
Buy |
PER13x FY27 |
08/19/26 |
OCBC |
China Aviation Oil |
1.62 |
1.95 |
Buy |
|
08/19/26 |
phillip |
CNMC |
1.38 |
2.01 |
Buy |
DCF |
08/19/26 |
Lim & Tan |
Comfortdelgro |
1.37 |
1.5 |
Accumulate on weakness |
|
08/19/26 |
Amfrasers |
Food Empire |
2.36 |
3.186 |
outperform |
DCF |
08/19/26 |
CIMB |
Marco Polo |
0.132 |
0.21 |
Add |
PER |
08/19/26 |
Lim & Tan |
OKP |
0.72 |
1.03 |
Buy |
|
08/19/26 |
Phillip |
United Hampshire |
0.52 |
0.69 |
Buy |
DDM |
08/19/26 |
CIMB |
Wee Hur |
0.675 |
0.95 |
Add |
Sum of parts |
Tuesday, August 18, 2026
Red alert: The AI bloodbath is not over yet! - Part 8
It is no coincidence that the ECB is issuing a warning on the impending US AI and technology (tech) stock corrections after GS recommended the investors to pivot towards China AI and tech stocks. 
Thus, there is no better time than now to invest in HK/China stocks to capitalize on the investment opportunities and favourable HK/China market conditions that China is creating. China is allowing China insurance funds to invest in HK ETFs through the southbound stock connect scheme soon. There are basically 3 types of HK ETFs that are included in the southbound stock connect scheme, namely, Hang Seng Index ETF, Hang Seng Technology ETF and Hang Seng China Enterprise ETF.
We've listed the 5 promising sectors in HK/China that have great investment potentials in our previous post and these 5 sectors are also included in the aforesaid types of HK ETFs. Cheers!
Ireit - Stock calls
Date |
Analyst |
Company |
Last |
Target |
Call |
Valuation |
08/11/25 |
DBS Vickers |
Ireit |
0.295 |
0.3 |
Hold |
DCF |
09/04/25 |
DMG & Partners |
Ireit |
0.285 |
0.35 |
Buy |
DDM |
11/25/25 |
DMG & Partners |
Ireit |
0.285 |
0.35 |
Buy |
DDM |
03/06/26 |
DMG & Partners |
Ireit |
0.265 |
0.27 |
Neutral |
DDM |
04/29/26 |
DBS Vickers |
Ireit |
0.235 |
0.3 |
Hold |
DCF |
Innotek - Stock calls
Date |
Analyst |
Company |
Last |
Target |
Call |
Valuation |
08/14/25 |
Lim & Tan |
Innotek |
0.395 |
0 |
Hold |
|
10/13/25 |
Lim & Tan |
Innotek |
0.55 |
0 |
Accumulate on weakness |
|
11/20/25 |
Lim & Tan |
Innotek |
0.72 |
0 |
Accumulate |
|
12/09/25 |
Lim & Tan |
Innotek |
0.655 |
0 |
Accumulate |
|
01/27/26 |
Lim & Tan |
Innotek |
0.92 |
1 |
Hold |
|
03/09/26 |
DBS Vickers |
Innotek |
0.67 |
0.88 |
Unrated |
PER21x FY27 |
03/17/26 |
Lim & Tan |
Innotek |
0.625 |
0 |
Technical Buy |
|
06/15/26 |
Lim & Tan |
Innotek |
0.64 |
0 |
Hold |
|
07/22/26 |
Lim & Tan |
Innotek |
0.555 |
0 |
Hold |
|
08/17/26 |
Lim & Tan |
Innotek |
0.47 |
0 |
Hold |
|
Info-Tech System - Stock calls
Date |
Analyst |
Company |
Last |
Target |
Call |
Valuation |
08/12/25 |
CIMB |
Info-Tech System |
0.83 |
1.1 |
Add |
PER |
08/29/25 |
OCBC |
Info-Tech System |
0.86 |
1 |
Buy |
|
08/29/25 |
Aletheia Capital |
Info-Tech System |
0.86 |
1.17 |
Buy |
DCF |
01/22/26 |
CIMB |
Info-Tech System |
0.86 |
1.1 |
Add |
PER |
02/13/26 |
DBS Vickers |
Info-Tech System |
0.955 |
1.2 |
Buy |
PER20x FY26 |
02/26/26 |
CIMB |
Info-Tech System |
1.05 |
1.35 |
Add |
PER |
03/03/26 |
OCBC |
Info-Tech System |
1.08 |
1.3 |
Buy |
|
04/09/26 |
Lim & Tan |
Info-Tech System |
1.04 |
1.35 |
Accumulate |
|
04/17/26 |
Amfrasers |
Info-Tech System |
1 |
1.4 |
Buy |
PER15.5x FY27 |
04/23/26 |
DMG & Partners |
Info-Tech System |
1.09 |
1.4 |
Buy |
|
06/23/26 |
DMG & Partners |
Info-Tech System |
0.915 |
1.4 |
Buy |
|
08/12/26 |
Kim Eng |
Info-Tech System |
0.97 |
1.46 |
Buy |
PER |
08/13/26 |
OCBC |
Info-Tech System |
0.965 |
1.35 |
Buy |
PER16x FY27 |
08/13/26 |
CIMB |
Info-Tech System |
0.965 |
1.35 |
Add |
PER16x FY27 |
Stock calls for 18 August 2026
Date |
Analyst |
Company |
Last |
Target |
Call |
Valuation |
08/18/26 |
Lim & Tan |
China Aviation Oil |
1.56 |
2.56 |
Accumulate |
|
08/18/26 |
UOB Kay Hian |
Comfortdelgro |
1.36 |
1.41 |
Hold |
PER17x FY26 |
08/18/26 |
DBS Vickers |
Comfortdelgro |
1.36 |
1.4 |
Hold |
EV/Ebitda5.3x |
08/18/26 |
DMG & Partners |
Comfortdelgro |
1.36 |
1.45 |
Buy |
|
08/18/26 |
Beansprout |
Daiwa House |
0.43 |
0.5 |
Neutral |
|
08/18/26 |
OCBC |
Golden Agri |
0.29 |
0.31 |
Hold |
|
08/18/26 |
CIMB |
ISDN |
0.715 |
1.05 |
Add |
PER |
08/18/26 |
Lim & Tan |
Marco Polo |
0.133 |
0.21 |
Buy |
|
08/18/26 |
CIMB |
Soilbuild Construction |
0.65 |
1 |
Add |
Sum of parts |
08/18/26 |
Amfrasers |
The Assembly Place |
0.23 |
0.348 |
Outperform |
DCF |
08/18/26 |
Kim Eng |
UMS |
2.87 |
3.43 |
Buy |
|
08/18/26 |
DMG & Partners |
UMS |
2.87 |
3.37 |
Buy |
|
08/18/26 |
Aletheia Capital |
Wilmar |
3.67 |
5 |
Buy |
|
Singapore NODX continued to grow at over 20% in July 2026 since April.
Year-on-year changes:
July 2026: 24.2%
June 2026: 20.7%
May 2026: 38.4%
April 2026: 24.4%
March 2026: 15.3%
February 2026: 4%
January 2026: 9.3%
December 2025: 6.1%
November 2025: 11.5%
October 2025: 22.2%
September 2025: 6.9%
August 2025: -11.3%
July 2025: -4.6%
June 2025: 13%
May 2025: -3.5%
April 2025:12.4%
March 2025: 5.4%
February 2025: 7.6%
January 2025: -2.1%
December 2024: 9%
November 2024: 3.4%
October 2024: -4.6%
September 2024: 2.7%
August 2024: 10.7%
July 2024: 15.7%
June 2024: -8.7%
May 2024: -0.1%
April 2024: -9.6%
March 2024: -20.7%
February 2024: -0.1%
January 2024: +16.8%
Monday, August 17, 2026
Red alert: The AI bloodbath is not over yet! - Part 7
Goldman Sachs (GS) has just picked China stocks for the next investment opportunity!
What are the promising sectors that GS is recommending?
We've also recommended 5 promising sectors that have coincided with GS's recommendations.
https://sg-stock.blogspot.com/2026/07/red-alert-ai-bloodbath-is-not-over-yet_01730508292.html
All the promising 5 sectors will boost China semiconductor market size to about US$750B by 2032.
The rallies in these promising 5 sectors have just started and we can all ride the waves now. Cheers!
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