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Saturday, July 25, 2026

The Iran war situation report. - Part 93

Trump has carried out his threats (wider Iranian attacks) by bombing Iran from south to north.


Despite the incessant US bombings and missile strikes, Iran has rejected the US peace deal propositon because Iran knows that it can outlast the US and the US allies in the Gulf.  This proves that Iran is adamant and has a strong resolve to degrade the US military power in the Gulf.  Thereafter, the US will stop when it runs out of its missiles and bombs.
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Friday, July 24, 2026

CNMC - Stock calls


Date

Analyst

Company

Last

Target

Call

Valuation

08/15/25

phillip

CNMC

0.64

0.7

Buy

DCF, PER9.1x FY25

09/04/25

SAC Capital

CNMC

0.775

1.13

Buy

PER

10/03/25

phillip

CNMC

1.15

1.34

Buy

DCF, PER12.2x FY25

01/19/26

phillip

CNMC

1.16

1.47

Buy

PER11.2x

01/21/26

Lim & Tan

CNMC

1.24

1.53

Buy

PER12.2x FY26

03/03/26

phillip

CNMC

1.99

2.34

Buy


03/16/26

SAC Capital

CNMC

1.71

2.41

Buy


07/10/26

Lim & Tan

CNMC

1.17

1.9

Buy

PER



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Civmec - Stock calls


Date

Analyst

Company

Last

Target

Call

Valuation

08/29/25

Lim & Tan

Civmec

0.945

0

Accumulate on weakness


10/07/25

Lim & Tan

Civmec

1.14

0

Accumulate


01/05/26

Lim & Tan

Civmec

1.16

1.35

Accumulate


02/13/26

Lim & Tan

Civmec

1.36

0

Accumulate on weakness


05/18/26

Lim & Tan

Civmec

1.47

0

Accumulate on weakness


06/08/26

Lim & Tan

Civmec

1.56

1.61

Accumulate on weakness




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City Developments - Stock calls


Date

Analyst

Company

Last

Target

Call

Valuation

08/14/25

UOB Kay Hian

City Developments

6.8

8.5

Buy

PB0.8x

08/14/25

DBS Vickers

City Developments

6.8

9

Buy

RNAV (50% disc)

08/14/25

Lim & Tan

City Developments

6.8

6.8

Hold


08/18/25

phillip

City Developments

6.63

8.34

Buy

RNAV (35% disc)

10/08/25

DBS Vickers

City Developments

7.13

9

Buy

RNAV (50% disc)

10/08/25

JPM

City Developments

7.13

8.2

Overweight


11/18/25

CIMB

City Developments

7.31

8.97

Add

RNAV

11/18/25

Lim & Tan

City Developments

7.31

8.51

Hold


11/20/25

phillip

City Developments

7.22

8.34

Buy

RNAV (35% disc)

11/20/25

HSBC

City Developments

7.22

11

Overweight


11/20/25

Citi Research

City Developments

7.22

9.01

Buy

RNAV (40% disc)

11/26/25

DMG & Partners

City Developments

7.09

8.5

Buy


12/04/25

Lim & Tan

City Developments

7.31

8.12

Hold


12/22/25

DMG & Partners

City Developments

7.98

8.5

Buy


01/05/26

UOB Kay Hian

City Developments

8.02

8.5

Buy

PB0.8x

01/05/26

DMG & Partners

City Developments

8.02

9.5

Buy


01/07/26

JPM

City Developments

8.39

10.75

Overweight


01/16/26

DBS Vickers

City Developments

8.95

11.8

Buy

RNAV (35% disc)

01/21/26

UOB Kay Hian

City Developments

9.1

11.5

Buy

RNAV (15% disc)

01/21/26

Lim & Tan

City Developments

9.1

8.69

Hold


02/02/26

UOB Kay Hian

City Developments

9.28

11.5

Buy

RNAV (15% disc)

02/02/26

DBS Vickers

City Developments

9.28

11.8

Buy

RNAV (35% disc)

02/02/26

Citi Research

City Developments

9.28

12.63

Buy


03/02/26

UOB Kay Hian

City Developments

9.82

11.5

Buy

RNAV (15% disc)

03/02/26

DBS Vickers

City Developments

9.82

12

Buy

RNAV (35% disc)

03/02/26

Lim & Tan

City Developments

9.82

10.22

Accumulate on weakness


03/05/26

phillip

City Developments

9.16

11.32

Buy

RNAV (25% disc)

03/16/26

JPM

City Developments

9.03

8.7

Neutral


04/01/26

Lim & Tan

City Developments

8.21

10.28

Accumulate on weakness


04/23/26

DMG & Partners

City Developments

8.77

11.2

Buy


04/23/26

Citi Research

City Developments

8.77

11.53

Buy

RNAV (17% disc)

05/04/26

UOB Kay Hian

City Developments

8.16

11.5

Buy

RNAV (15% disc)

05/19/26

DBS Vickers

City Developments

7.84

12

Buy

RNAV (35% disc)

05/25/26

phillip

City Developments

8.17

11.32

Buy

RNAV (25% disc)

06/02/26

DMG & Partners

City Developments

8.58

11.2

Buy


06/03/26

UOB Kay Hian

City Developments

8.44

11.5

Buy

RNAV (15% disc)

06/16/26

JPM

City Developments

8.63

10.45

Overweight




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Stock calls for 24 July 2026


Date

Analyst

Company

Last

Target

Call

Valuation

07/24/26

DMG & Partners

CSE Global

1.24

1.94

Buy


07/24/26

UOB Kay Hian

Keppel DC Reit

2.3

2.95

Buy

DDM

07/24/26

DBS Vickers

Keppel DC Reit

2.3

2.8

Buy


07/24/26

DBS Vickers

Mapletree Industrial

1.93

2.05

Hold

DCF

07/24/26

Lim & Tan

Mapletree Industrial

1.93

2.02

Hold


07/24/26

phillip

OUE Commercial

0.38

0.45

Buy

DDM

07/24/26

DBS Vickers

SGX

23.7

26.4

Buy

PER34x FY27

07/24/26

UOB Kay Hian

SIA Engineering

3.27

3.75

Buy

PER21.2x FY28

07/24/26

DBS Vickers

SIA Engineering

3.27

3.8

Buy

PER21x FY27 & DCF

07/24/26

CIMB

SIA Engineering

3.27

3.8

Add


07/24/26

DBS Vickers

Suntec Reit

1.51

1.6

Buy


07/24/26

OCBC

Suntec Reit

1.51

1.46

Hold


07/24/26

Lim & Tan

Suntec Reit

1.51

1.7

Accumulate




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Thursday, July 23, 2026

The Iran war situation report. - Part 92

Initially, there was only a blockage of the red sea but this had escalated to real attacks because some shippers were ignoring the Houthis' threats.

Then, Trump vowed to punish Iran for the Houthi attacks but this would only cause a stronger Iran response.


Both the Houthi attacks and Trump's threat have pushed the crude oil above $100 (see below) now.

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China Sunsine - Stock calls


Date

Analyst

Company

Last

Target

Call

Valuation

09/03/25

UOB Kay Hian

China Sunsine

0.745

0.75

Buy

PER9.4x FY26

11/05/25

Lim & Tan

China Sunsine

0.7

0.75

Watchlist


11/21/25

UOB Kay Hian

China Sunsine

0.795

0.95

Buy

PER11x FY26

02/02/26

UOB Kay Hian

China Sunsine

0.73

0.95

Buy

PER11x FY26

03/03/26

UOB Kay Hian

China Sunsine

0.705

0.7

Hold

PER9x FY26

07/03/26

Amfrasers

China Sunsine

0.68

1.145

Outperform

DCF



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China Aviation Oil - Stock calls


Date

Analyst

Company

Last

Target

Call

Valuation

08/18/25

Phillip

China Aviation Oil

1.23

1.5

Buy

DCF

08/19/25

CIMB

China Aviation Oil

1.22

1.45

Add


09/17/25

Phillip

China Aviation Oil

1.39

1.5

Buy


10/10/25

CIMB

China Aviation Oil

1.33

1.52

Add

PER

10/17/25

Phillip

China Aviation Oil

1.28

1.5

Buy


10/29/25

DBS Vickers

China Aviation Oil

1.32

1.75

Buy

PER10.8x FY26

01/09/26

Lim & Tan

China Aviation Oil

1.65

1.8

Accumulate


01/14/26

UOB Kay Hian

China Aviation Oil

1.74

2.09

Buy

PER14.5x FY26

02/02/26

UOB Kay Hian

China Aviation Oil

1.75

2.09

Buy

PER14.5x FY26

03/09/26

UOB Kay Hian

China Aviation Oil

1.83

2.63

Buy

PER15x FY26

03/12/26

Phillip

China Aviation Oil

1.95

2.53

Buy

PER11.2x FY26

03/18/26

DBS Vickers

China Aviation Oil

2.03

2.5

Buy

PER14x FY26

05/04/26

UOB Kay Hian

China Aviation Oil

2.12

2.63

Buy

PER15x FY26

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


07/10/26

CIMB

China Aviation Oil

1.77

2.68

Add

Sum of parts

07/13/26

Phillip

China Aviation Oil

1.72

2.53

Buy

PER11.2x FY26



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