Iran had humiliated the US by forcing 7000 US soldiers to flee the Kuwait military base overnight.

This news was widely reported by the western and the middle east media.

This was the 2nd time that the US had fled overnight in the Middle East.  The first time was in afghanistan and the 2nd time was in Kuwait.

What does this mean?

This means that the US is incapable to defend its military bases in the Gulf states anymore.  Do you still think that the US dares to launch a large scale attack against Iran now?

17Live Group - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
08/14/25	Phillip	17Live Group	1.05	1.28	Buy	DCF
10/13/25	Phillip	17Live Group	0.96	1.45	Buy	DCF
01/30/26	Phillip	17Live Group	0.94	1.45	Buy	DCF
03/09/26	Phillip	17Live Group	0.85	1.18	Buy	DCF
08/24/26	Phillip	17Live Group	0.8	0	Reduce

Zixin - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
09/22/25	phillip	Zixin	0.031	0.06	Buy	DCF
11/11/25	Lim & Tan	Zixin	0.036	0.066	Buy	PER10x FY26
11/28/25	phillip	Zixin	0.034	0.055	Buy	DCF
12/01/25	Amfrasers	Zixin	0.034	0.048	Outperform	DCF
12/02/25	Lim & Tan	Zixin	0.033	0.066	Buy	PER10x FY26
04/17/26	Lim & Tan	Zixin	0.032	0.066	Buy	PER10x FY26
04/27/26	phillip	Zixin	0.033	0.055	Buy	DCF
06/02/26	Lim & Tan	Zixin	0.033	0.066	Buy	PER10x FY26
06/16/26	phillip	Zixin	0.031	0.06	Buy	DCF
06/24/26	Amfrasers	Zixin	0.031	0.069	Outperform	DCF
07/17/26	Lim & Tan	Zixin	0.032	0.065	Buy

Yeo Hiap Seng - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
02/11/26	uSMART	Yeo Hiap Seng	0.615	0.643	Hold
10/02/26	uSMART	Yeo Hiap Seng	0.55	0.643	Buy

Stock calls for 9 October 2026

Date	Analyst	Company	Last	Target	Call	Valuation
10/09/26	DBS Vickers	Keppel DC Reit	2.15	2.5	Buy	PB1.5x
10/09/26	CIMB	Sembcorp Industries	5.82	7.15	Add
10/09/26	Kim Eng	Sheng Siong	3.09	3.12	Hold
10/09/26	DBS Vickers	Singtel	4.24	5.46	Buy	Sum of parts (10% disc)
10/09/26	Lim & Tan	Tiong Woon	0.895	1.22	Buy
10/09/26	DBS Vickers	UMS	2.77	3.62	Buy	PER38x FY27
10/09/26	UBS	UMS	2.77	3.3	Buy
10/09/26	DBS Vickers	Venture	16.3	22.9	Buy	PER24x FY27
10/09/26	DBS Vickers	Yangzijiang Maritime	0.58	0.88	Buy	PB1.4x
10/09/26	DBS Vickers	Yangzijiang Shipping	4.94	5.6	Buy	PB2.6x FY27, PER10x FY27
10/09/26	OCBC	Yangzijiang Shipping	4.94	6.1	Buy	PER

Red alert: Iran war is resuming! - Part 3

Trump has done his TACO move again!

Just as we've stated in Part 2, he was just manipulating the financial market and he's good in doing it.

Red alert: US inflation is indeed rising! - Part 2

The latest consumer inflation expectation had risen to 3.9% after both the ISM manufacturing and services prices had spiked.

The high oil and diesel prices will keep the US inflation elevated and the US has to raise its Fed rates one more time in December 2026 to slow the inflation down.

Yanlord - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
08/15/25	DBS Vickers	Yanlord	0.585	0.5	Hold	PB0.17x
08/19/25	DBS Vickers	Yanlord	0.62	0.58	Hold	PB0.2x

Yangzijiang Shipping - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
08/07/25	UOB Kay Hian	Yangzijiang Shipping	2.63	3.45	Buy	PER8.6x
08/07/25	DBS Vickers	Yangzijiang Shipping	2.63	3.8	Buy	PB2.5x FY25, PER11x FY25
08/07/25	CIMB	Yangzijiang Shipping	2.63	3.9	Add	PER
09/01/25	DBS Vickers	Yangzijiang Shipping	2.91	3.8	Buy	PB2.5x FY25, PER11x FY25
09/04/25	UOB Kay Hian	Yangzijiang Shipping	3.06	3.6	Buy	PER8.5x
09/29/25	Lim & Tan	Yangzijiang Shipping	3.28	3.73	Accumulate on weakness
10/10/25	DBS Vickers	Yangzijiang Shipping	3.44	3.8	Buy	PB2.5x FY25, PER11x FY25
10/27/25	UOB Kay Hian	Yangzijiang Shipping	3.47	3.9	Buy	PER9.3x FY26
11/18/25	DBS Vickers	Yangzijiang Shipping	3.42	3.8	Buy	PB2.5x FY25, PER11x FY25
11/19/25	UOB Kay Hian	Yangzijiang Shipping	3.26	4.1	Buy	PER9.3x FY26
11/20/25	CIMB	Yangzijiang Shipping	3.35	4.51	Add	PER
12/08/25	UOB Kay Hian	Yangzijiang Shipping	3.43	4.1	Buy	PER9.3x FY26
01/29/26	UOB Kay Hian	Yangzijiang Shipping	3.35	4.1	Buy	PER9.3x FY26
02/27/26	UOB Kay Hian	Yangzijiang Shipping	3.92	4.6	Buy
02/27/26	DBS Vickers	Yangzijiang Shipping	3.92	4.55	Buy	PB2.6x FY26, PER11x FY26
02/27/26	CIMB	Yangzijiang Shipping	3.92	4.95	Add	PER
03/10/26	UOB Kay Hian	Yangzijiang Shipping	4.1	4.6	Buy
03/11/26	DBS Vickers	Yangzijiang Shipping	4.05	4.55	Buy	PB2.6x FY26, PER11x FY26
03/11/26	CIMB	Yangzijiang Shipping	4.05	4.95	Add	PER
03/11/26	Lim & Tan	Yangzijiang Shipping	4.05	4.44	Accumulate on weakness
03/27/26	Kim Eng	Yangzijiang Shipping	3.85	4.15	Hold	DCF
04/26/26	UOB Kay Hian	Yangzijiang Shipping	3.83	4.75	Buy	PER10x FY26
05/07/26	UOB Kay Hian	Yangzijiang Shipping	4.14	4.75	Buy	PER10x FY26
05/20/26	DBS Vickers	Yangzijiang Shipping	3.94	4.55	Buy	PB2.6x FY26, PER11x FY26
05/21/26	CIMB	Yangzijiang Shipping	3.81	4.95	Add	PER
06/22/26	UOB Kay Hian	Yangzijiang Shipping	3.69	4.75	Buy	PER10x FY26
07/08/26	DBS Vickers	Yangzijiang Shipping	3.48	4.55	Buy	PB2.6x FY26, PER11x FY26
07/22/26	CIMB	Yangzijiang Shipping	3.73	5.1	Add	PER
08/07/26	DBS Vickers	Yangzijiang Shipping	3.94	4.55	Buy	PB2.6x FY26, PER11x FY26
08/07/26	CIMB	Yangzijiang Shipping	3.94	5.1	Add	PER
08/11/26	UOB Kay Hian	Yangzijiang Shipping	4.2	5.3	Buy	PER9.1x FY28
08/11/26	DBS Vickers	Yangzijiang Shipping	4.2	5.6	Buy
08/11/26	CIMB	Yangzijiang Shipping	4.2	5.75	Add	PER
09/01/26	UOB Kay Hian	Yangzijiang Shipping	4.84	5.3	Buy	PER9.1x FY28
09/24/26	UOB Kay Hian	Yangzijiang Shipping	5.18	5.9	Buy	PER10.1x FY28

Yangzijiang Maritime - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
11/21/25	DBS Vickers	Yangzijiang Maritime	0.695	0.85	Buy	PB1.4x
04/06/26	phillip	Yangzijiang Maritime	0.52	0.69	Buy	PB1x FY26
04/08/26	DBS Vickers	Yangzijiang Maritime	0.54	0.88	Buy	PB1.4x
04/15/26	Lim & Tan	Yangzijiang Maritime	0.66	0.78	Accumulate
07/14/26	DBS Vickers	Yangzijiang Maritime	0.555	0.88	Buy	PB1.4x
08/11/26	DBS Vickers	Yangzijiang Maritime	0.62	0.88	Buy	PB1.4x
08/20/26	phillip	Yangzijiang Maritime	0.58	0.68	Accumulate	PB1x FY26

Stock calls for 8 October 2026

Date	Analyst	Company	Last	Target	Call	Valuation
10/08/26	JPM	DBS	77.49	63	Underweight
10/08/26	JPM	OCBC	30.3	20.5	Underweight
10/08/26	DBS Vickers	Soilbuild Construction	0.49	0.93	Unrated	PER7.5x FY27
10/08/26	Lim & Tan	Top Glove	0.265	0.28	Accumulate on weakness
10/08/26	UOB Kay Hian	United Hampshire	0.45	0.63	Buy	DDM
10/08/26	JPM	UOB	42.44	38	Neutral

Red alert: Iran war is resuming! - Part 2

The Iran war is really resuming!

Trump is manipulating the financial market again without any consideration for his mid-term election.  He is just focusing on profiteering from the Iran war instead of retaining control of both the congress houses.

If Trump really resumes the Iran war just before the mid-term election, he is doomed to lose both the congress houses as many politicians and americans are against the Iran war.

Last but not least, the US will suffer heavy casualties if it embarks on a large scale attack against Iran because Iran will retaliate against the US with full force and those pro-US Gulf states will suffer tremendously too.

Yangzijiang Financial - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
09/09/25	CIMB	Yangzijiang Financial	1.09	1.25	Add	Sum of parts
10/02/25	Lim & Tan	Yangzijiang Financial	1.18	1.25	Hold
11/21/25	DBS Vickers	Yangzijiang Financial	0.5	0.48	Hold	PB0.9x (ex-maritime)