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Friday, March 13, 2026

The Iran war situation report. - Part 13

In our previous post Part 11, we had stated that 3 commercial ships were hit by Iran in the strait of hormuz.  Why were they targeted?

Iran didn't target these ships indiscriminately but they were targeted specificially.  Why?

Iran had already announced previously that any ship that was associated or affiliated with the US would not be allowed to pass through the strait of hormuz and Iran had delivered its threat.

Thailand (US airbase), Marshall Islands (US army base) and Japan (Naval and air bases) all have US military bases.  By attacking these ships, Iran had proven to the world that having a US military base was a liability and not a shield.  As stated previously in our post, Iran was trying to reset the western world order and it seemed to be working because many US allies were against the US.

Conversely, some Jews have started to protest against the Iran war now because they have realized that the anglo-saxons in the US are trying to destroy them through this war.  Furthermore, they know that Israel will be losing the war and it will be destroyed in the end.

Thursday, March 12, 2026

Skylink - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

12/18/25

DMG & Partners

Skylink

0.295

0.44

Buy


02/26/26

Amfrasers

Skylink

0.295

0.44

Outperform

DCF



Singtel - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

03/28/25

UOB Kay Hian

Singtel

3.4

3.6

Buy

DCF

04/21/25

Kim Eng

Singtel

3.75

3.96

Buy

Sum of parts

04/24/25

DMG & Partners

Singtel

3.76

3.8

Buy

Sum of parts

05/05/25

DBS Vickers

Singtel

3.8

3.93

Buy

Sum of parts (20% disc)

05/14/25

CIMB

Singtel

3.71

4

Hold


05/20/25

DBS Vickers

Singtel

3.79

4.27

Buy

Sum of parts (15% disc)

05/22/25

Lim & Tan

Singtel

3.85

4

Accumulate on weakness


05/23/25

UOB Kay Hian

Singtel

3.95

4.58

Buy

Sum of parts

05/23/25

DBS Vickers

Singtel

3.95

4.4

Buy

Sum of parts

05/23/25

Citi Research

Singtel

3.95

4.3

Buy


05/26/25

Phillip

Singtel

3.88

4.4

Accumulate

EV/Ebitda7x

05/26/25

DMG & Partners

Singtel

3.88

4.5

Buy


05/26/25

OCBC

Singtel

3.88

4.51

Buy

Up from $4

06/17/25

CIMB

Singtel

3.95

4.1

Hold


06/19/25

DBS Vickers

Singtel

3.97

4.3

Buy

Sum of parts

06/19/25

Kim Eng

Singtel

3.97

4.3

Buy


06/20/25

DBS Vickers

Singtel

3.91

4.58

Buy

EV/Ebitda18.5x

06/20/25

HSBC

Singtel

3.91

4.45

Buy


07/01/25

Lim & Tan

Singtel

3.82

4.4

Accumulate


07/11/25

UOB Kay Hian

Singtel

4.01

4.58

Buy

Sum of parts

07/11/25

Citi Research

Singtel

4.01

4.46

Buy


07/22/25

DMG & Partners

Singtel

4.15

4.7

Buy


08/06/25

DMG & Partners

Singtel

4

4.7

Buy


08/07/25

Kim Eng

Singtel

4.01

4.3

Buy


08/14/25

UOB Kay Hian

Singtel

4.06

4.56

Buy

Sum of parts

08/14/25

Phillip

Singtel

4.06

4.4

Accumulate

Ev/Ebitda7x

08/14/25

DBS Vickers

Singtel

4.06

4.58

Buy

Sum of parts (15% disc)

08/15/25

Lim & Tan

Singtel

4.07

4.4

Accumulate


08/15/25

DMG & Partners

Singtel

4.07

4.7

Buy


08/22/25

DBS Vickers

Singtel

4.11

5.04

Buy

Sum of parts (10% disc)

09/01/25

Phillip

Singtel

4.31

4.86

Accumulate

Ev/Ebitda8x

09/02/25

CIMB

Singtel

4.33

4.8

Add


09/02/25

HSBC

Singtel

4.33

4.75

Buy


09/08/25

DMG & Partners

Singtel

4.39

4.9

Buy


09/10/25

Kim Eng

Singtel

4.31

4.75

Buy


09/19/25

OCBC

Singtel

4.35

5.1

Buy


09/30/25

Kim Eng

Singtel

4.12

4.62

Buy

Sum of parts

09/30/25

Citi Research

Singtel

4.12

4.92

Buy


10/30/25

DMG & Partners

Singtel

4.31

4.9

Buy


11/07/25

DBS Vickers

Singtel

4.5

5.04

Buy

Sum of parts (10% disc)

11/07/25

Kim Eng

Singtel

4.5

4.62

Buy

Sum of parts

11/10/25

Lim & Tan

Singtel

4.63

4.73

Accumulate on weakness


11/12/25

Lim & Tan

Singtel

4.62

5

Accumulate on weakness


11/13/25

UOB Kay Hian

Singtel

4.72

5.2

Buy

Sum of parts

11/13/25

CIMB

Singtel

4.72

5.2

Add

PER

11/17/25

Phillip

Singtel

4.86

5.35

Accumulate


12/09/25

Citi Research

Singtel

4.56

5.08

Buy

Sum of parts

12/12/25

DBS Vickers

Singtel

4.56

5.71

Buy

Sum of parts

12/19/25

Lim & Tan

Singtel

4.53

5.18

Accumulate on weakness


12/22/25

DMG & Partners

Singtel

4.54

5.2

Buy


01/14/26

DBS Vickers

Singtel

4.5

5.71

Buy

Sum of parts (10% disc)

01/14/26

JPM

Singtel

4.5

5.2

Overweight


02/02/26

DMG & Partners

Singtel

4.59

5.2

Buy


02/04/26

DBS Vickers

Singtel

4.86

5.71

Buy

Sum of parts (10% disc)

02/05/26

UOB Kay Hian

Singtel

4.91

5.2

Buy

Sum of parts

02/05/26

Phillip

Singtel

4.91

5.35

Accumulate


02/05/26

CIMB

Singtel

4.91

5.34

Add

RNAV

02/13/26

UOB Kay Hian

Singtel

5

5.5

Buy

Sum of parts

02/13/26

DMG & Partners

Singtel

5

5.5

Buy


02/13/26

HSBC

Singtel

5

5.2

Buy

Up from $5.15

02/16/26

Phillip

Singtel

4.91

5.35

Accumulate


03/09/26

JPM

Singtel

5

5.8

Overweight


03/10/26

UOB Kay Hian

Singtel

4.95

5.5

Buy

Sum of parts



Singapore Post - Stock calls

Date

Analyst

Company

Last

Target

Call

Valuation

03/10/25

UOB Kay Hian

Singapore Post

0.56

0.72

Buy

Sum of parts, PB1x FY26

03/10/25

OCBC

Singapore Post

0.56

0.62

Hold

DCF

03/14/25

Lim & Tan

Singapore Post

0.56

0.75

Buy


04/02/25

Lim & Tan

Singapore Post

0.615

0.75

Buy


05/07/25

Kim Eng

Singapore Post

0.6

0.77

Buy


05/15/25

Lim & Tan

Singapore Post

0.635

0.75

Neutral


05/15/25

OCBC

Singapore Post

0.635

0.605

Hold

Sum of parts

05/16/25

UOB Kay Hian

Singapore Post

0.56

0.66

Buy

Sum of parts

06/20/25

Lim & Tan

Singapore Post

0.57

0.7

Hold


06/30/25

UOB Kay Hian

Singapore Post

0.62

0.66

Buy

Sum of parts

07/23/25

Lim & Tan

Singapore Post

0.64

0.7

Hold


07/24/25

Kim Eng

Singapore Post

0.655

0.74

Buy


08/11/25

OCBC

Singapore Post

0.505

0.59

Buy


08/11/25

Kim Eng

Singapore Post

0.505

0.63

Buy


08/22/25

Lim & Tan

Singapore Post

0.5

0.725

Accumulate


08/22/25

OCBC

Singapore Post

0.5

0.495

Hold


08/25/25

Kim Eng

Singapore Post

0.5

0.51

Hold


09/15/25

OCBC

Singapore Post

0.435

0.44

Hold


09/17/25

Lim & Tan

Singapore Post

0.43

0.725

Accumulate


11/10/25

Lim & Tan

Singapore Post

0.42

1

Accumulate on weakness


11/11/25

Kim Eng

Singapore Post

0.42

0.43

Hold


11/12/25

Lim & Tan

Singapore Post

0.42

0.51

Accumulate on weakness


12/10/25

Lim & Tan

Singapore Post

0.42

0.43

Hold


02/26/26

OCBC

Singapore Post

0.385

0.4

Hold




Stock calls for 12 March 2026

Date

Analyst

Company

Last

Target

Call

Valuation

03/12/26

Lim & Tan

APAC Realty

0.58

0.66

Accumulate

PER15.5x FY26

03/12/26

DBS Vickers

Aztech

0.81

0.67

Hold

PER12x FY27

03/12/26

Phillip

Centurion

1.44

1.81

Buy

Sum of parts

03/12/26

Phillip

China Aviation Oil

1.95

2.53

Buy

PER11.2x FY26

03/12/26

Lim & Tan

Comfortdelgro

1.45

1.68

Accumulate on weakness


03/12/26

CIMB

Dairy Farm

4.75

5.5

Add

PER

03/12/26

DBS Vickers

Soilbuild Construction

0.985

1.25

Unrated

PER10.1x FY27

03/12/26

UOB Kay Hian

Soon Hock

0.61

0.71

Buy

PB1.2x FY26

03/12/26

Phillip

Telechoice

0.185

0.275

Buy

PER15x FY26

03/12/26

DBS Vickers

Venture

15.66

17.9

Buy

PER21x FY26