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!

https://sg-stock.blogspot.com/2026/07/red-alert-ai-bloodbath-is-not-over-yet_01730508292.html

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%

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!

Infinity - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
04/06/26	Amfrasers	Infinity	0.4	0.62	outperform	DCF

IHH Healthcare - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
09/02/25	DBS Vickers	IHH Healthcare	2.08	2.61	Buy	Ringgit $8.60 target price, Sum of parts
11/27/25	DBS Vickers	IHH Healthcare	2.51	2.61	Buy	Ringgit $8.60 target price, Sum of parts
11/28/25	DBS Vickers	IHH Healthcare	2.6	2.88	Buy	Ringgit $9.20 target price, Sum of parts
03/03/26	DBS Vickers	IHH Healthcare	2.89	3.26	Buy	Ringgit $10.10 target price, Sum of parts
05/28/26	DBS Vickers	IHH Healthcare	2.91	3.39	Buy	Ringgit $10.50 target price, Sum of parts

Ifast Corp - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
10/27/25	DBS Vickers	Ifast Corp	9.23	10	Buy	Sum of parts & DCF
10/27/25	Lim & Tan	Ifast Corp	9.23	10	Hold
10/28/25	UOB Kay Hian	Ifast Corp	9.81	11.12	Buy	PER32x FY26
10/28/25	DBS Vickers	Ifast Corp	9.81	12	Buy	Sum of parts & DCF
10/28/25	CIMB	Ifast Corp	9.81	11.7	Add	Sum of parts
10/28/25	Aletheia Capital	Ifast Corp	9.81	11.5	Buy	Up from $10.50
10/31/25	Kim Eng	Ifast Corp	9.72	11.95	Buy	PER29.5x FY26
01/06/26	DBS Vickers	Ifast Corp	9.57	12	Buy	Sum of parts & DCF
01/15/26	Aletheia Capital	Ifast Corp	9.72	13.5	Buy
02/13/26	DBS Vickers	Ifast Corp	9.78	12	Buy	Sum of parts & DCF
02/16/26	UOB Kay Hian	Ifast Corp	9.39	11.77	Buy	PER32x FY26
02/16/26	DBS Vickers	Ifast Corp	9.39	12.15	Buy	Sum of parts
03/10/26	UOB Kay Hian	Ifast Corp	8.67	11.77	Buy	PER32x FY26
03/20/26	DBS Vickers	Ifast Corp	8.78	12.15	Buy	Sum of parts
03/30/26	DMG & Partners	Ifast Corp	9.22	12.2	Buy
04/23/26	DMG & Partners	Ifast Corp	9.6	12.2	Buy
04/24/26	DBS Vickers	Ifast Corp	9.49	12.15	Buy	Sum of parts
04/24/26	Lim & Tan	Ifast Corp	9.49	12.21	Accumulate
04/27/26	UOB Kay Hian	Ifast Corp	9	11.77	Buy	PER32x FY26
04/27/26	CIMB	Ifast Corp	9	13.45	Add
05/25/26	DBS Vickers	Ifast Corp	8.77	12.15	Buy	Sum of parts
07/13/26	Kim Eng	Ifast Corp	9.07	11.76	Buy	DCF
07/27/26	DBS Vickers	Ifast Corp	9.28	12.15	Buy	Sum of parts
07/28/26	UOB Kay Hian	Ifast Corp	9.03	12.18	Buy	PER27x FY27
07/28/26	CIMB	Ifast Corp	9.03	13	Add