What will the US Fed do for its upcoming October FOMC? - Part 2

 The die is cast in stone already!  The latest Fedwatch tool is indicating more than 85% of a Fed hold.

We can confidently say that the US Fed will hold its rates in its October FOMC meeting.  Therefore, this upcoming FOMC is a non-market event and the focus will be on 3 November US mid-term election.  Insofar, the Republicans are projected to lose both congress houses (senate & representatives).

What's the danger of Trump losing both congress houses?  Well, the risk of him getting impeached is very high after he has lost control of both congress houses.  Let's watch how this will unfold.

BRC Asia - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
08/21/25	CIMB	BRC Asia	3.64	4	Add	PER
08/22/25	Phillip	BRC Asia	3.76	4.1	Accumulate	DCF
08/22/25	CIMB	BRC Asia	3.76	4.3	Add
08/25/25	Lim & Tan	BRC Asia	3.92	3.92	Hold
09/05/25	UOB Kay Hian	BRC Asia	4.05	4.69	Buy	PER14x FY26
10/10/25	CIMB	BRC Asia	4.33	5.3	Add	PER
10/31/25	Phillip	BRC Asia	4.22	4.1	Neutral	DCF
11/24/25	Lim & Tan	BRC Asia	4.02	4.7	Accumulate on weakness
12/01/25	Phillip	BRC Asia	3.93	5.1	Buy	DCF
12/01/25	CIMB	BRC Asia	3.93	4.9	Add	PER
12/05/25	UOB Kay Hian	BRC Asia	4.01	4.9	Buy	PER14x FY26
02/12/26	Phillip	BRC Asia	4.23	5.1	Buy
02/16/26	UOB Kay Hian	BRC Asia	4.32	5.1	Buy	PER14x FY26
02/16/26	Phillip	BRC Asia	4.32	5.3	Buy	DCF
04/01/26	CIMB	BRC Asia	4.67	5.4	Add
05/11/26	Lim & Tan	BRC Asia	4.7	5.2	Accumulate
05/13/26	UOB Kay Hian	BRC Asia	4.49	5.3	Buy	PER14x FY26
05/13/26	CIMB	BRC Asia	4.49	5.5	Add	EV/Ebitda
05/14/26	Phillip	BRC Asia	4.58	5.3	Buy	DCF
08/19/26	UOB Kay Hian	BRC Asia	4.32	5.3	Buy	PER13x FY27
08/24/26	Phillip	BRC Asia	4.26	5.3	Buy	DCF
08/25/26	CIMB	BRC Asia	4.23	5.5	Add	EV/Ebitda
09/01/26	UOB Kay Hian	BRC Asia	4.24	5.3	Buy	PER13x FY27

Boustead - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
09/19/25	OCBC	Boustead	1.76	2	Buy	Sum of parts
02/10/26	OCBC	Boustead	2.18	2.45	Buy	Sum of parts
05/28/26	OCBC	Boustead	2.23	2.67	Buy	Sum of parts
06/17/26	Lim & Tan	Boustead	2.05	2.7	Accumulate
07/06/26	Lim & Tan	Boustead	2.09	2.7	Accumulate
07/08/26	Lim & Tan	Boustead	2.07	2.67	Accumulate
08/11/26	DBS Vickers	Boustead	1.91	2.56	Buy	Sum of parts

Beng Kuang Marine - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
08/11/25	Kim Eng	Beng Kuang Marine	0.24	0.22	Hold	Up from $0.19
11/10/25	Kim Eng	Beng Kuang Marine	0.31	0.3	Hold
03/30/26	Lim & Tan	Beng Kuang Marine	0.385	0.535	Buy	PER12x FY26/27
04/16/26	Lim & Tan	Beng Kuang Marine	0.45	0.535	Buy	PER12x FY26/27
04/20/26	UOB Kay Hian	Beng Kuang Marine	0.48	0.64	Buy	PER12.1x FY27
04/22/26	Lim & Tan	Beng Kuang Marine	0.49	0.59	Buy
05/04/26	UOB Kay Hian	Beng Kuang Marine	0.485	0.64	Buy	PER12.1x FY27
05/08/26	UOB Kay Hian	Beng Kuang Marine	0.57	0.75	Buy	PER14x FY27
05/08/26	Lim & Tan	Beng Kuang Marine	0.57	0.69	Buy	PER13x FY27
06/03/26	UOB Kay Hian	Beng Kuang Marine	0.505	0.75	Buy	PER14x FY27
07/08/26	Lim & Tan	Beng Kuang Marine	0.46	0.72	Buy
07/20/26	UOB Kay Hian	Beng Kuang Marine	0.485	0.75	Buy	PER14x FY27
08/04/26	UOB Kay Hian	Beng Kuang Marine	0.485	0.75	Buy	PER14x FY27
09/01/26	UOB Kay Hian	Beng Kuang Marine	0.415	0.75	Buy	PER14x FY27
10/02/26	UOB Kay Hian	Beng Kuang Marine	0.365	0.75	Buy	PER14x FY27

Stock calls for 20 October 2026

Date	Analyst	Company	Last	Target	Call	Valuation
10/20/26	UOB Kay Hian	AEM	8.9	12.99	Buy	PER35.5x FY27
10/20/26	UOB Kay Hian	Aztech	0.45	0.73	Hold	PER19x FY27
10/20/26	DBS Vickers	Hongkong Land	8.08	9.89	Buy	RNAV (25% disc)
10/20/26	DBS Vickers	Jardine C&C	23.59	25	Hold
10/20/26	DBS Vickers	Jardine Matheson	55.74	85	Buy	Sum of parts (25% disc)
10/20/26	Lim & Tan	Keppel Corp	10.07	13.1	Buy
10/20/26	UOB Kay Hian	Nanofilm	0.85	1.68	Buy	PER37x FY27
10/20/26	DMG & Partners	SGX	20.78	20.3	Neutral
10/20/26	Lim & Tan	Skylink	0.178	0.58	Buy
10/20/26	UOB Kay Hian	UMS	2.35	3.27	Buy	PER30x FY28

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Aztech - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
08/05/25	UOB Kay Hian	Aztech	0.645	0.58	Hold	PER12x FY26
08/06/25	DBS Vickers	Aztech	0.65	0.66	Hold	PER14x FY25
10/16/25	UOB Kay Hian	Aztech	0.675	0.58	Hold	PER12x FY26
10/16/25	DBS Vickers	Aztech	0.675	0.66	Hold	PER14x FY25
10/16/25	Lim & Tan	Aztech	0.675	0	Hold
10/16/25	CIMB	Aztech	0.675	0.66	Hold
10/21/25	Kim Eng	Aztech	0.635	0.61	Hold	PER
01/23/26	Lim & Tan	Aztech	0.655	0	Hold
02/27/26	DBS Vickers	Aztech	0.67	0.67	Hold	PER12x FY27
03/04/26	CIMB	Aztech	0.745	0.78	Hold	PER
03/12/26	DBS Vickers	Aztech	0.81	0.67	Hold	PER12x FY27
04/29/26	UOB Kay Hian	Aztech	0.875	1.32	Buy	PER20x FY27
04/29/26	DBS Vickers	Aztech	0.875	0.93	Hold	PER15x FY27
04/29/26	CIMB	Aztech	0.875	1.14	Add	PER
07/29/26	UOB Kay Hian	Aztech	0.83	0.73	Hold	PER19x FY27
07/29/26	DBS Vickers	Aztech	0.83	0.66	Hold	PER18x FY27

Azeus - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
09/22/26	uSMART	Azeus	9.81	9.45	Hold

Avepoint - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
10/06/25	DBS Vickers	Avepoint	19.11	28	Buy	EV/Sales 11x
11/10/25	DBS Vickers	Avepoint	17.6	28	Buy	EV/Sales 11x
03/02/26	DBS Vickers	Avepoint	13.8	20	Buy	EV/Sales 7x
05/11/26	DBS Vickers	Avepoint	13.3	20	Buy	EV/Sales 7x
10/06/26	Phillip	Avepoint	17.98	20	Accumulate	DCF

Stock calls for 19 October 2026

Date	Analyst	Company	Last	Target	Call	Valuation
10/19/26	Kim Eng	AIMS AMP Cap Ind Reit	1.39	1.62	Buy	DDM
10/19/26	DMG & Partners	AIMS AMP Cap Ind Reit	1.39	1.66	Buy	DDM
10/19/26	Phillip	Amova-STC Asia Reit	0.732	0.765	Accumulate	Cut from $0.795
10/19/26	UOB Kay Hian	CSE Global	0.96	1.79	Buy	PER29x FY27
10/19/26	phillip	CSOP iEdge SREIT ETF	0.67	0.715	Accumulate	Sum of parts
10/19/26	Amfrasers	Fortress Minerals	0.21	0.2	Neutral	DCF
10/19/26	Lim & Tan	FoundationHealth	0.54	0	Hold
10/19/26	DBS Vickers	OCBC	29	32.5	Buy	GGM, PB2.1x FY27
10/19/26	Kim Eng	Raffles Medical	0.82	1.09	Buy	DCF
10/19/26	DBS Vickers	UOB	41.61	42.5	Buy	GGM, PB1.3x FY27
10/19/26	DBS Vickers	Wee Hur	0.585	0.9	Buy	Sum of parts (15% disc)
10/19/26	Lim & Tan	Wee Hur	0.585	0.98	Accumulate