The Iran war situation report. - Part 4

The US has a low stockpile of interceptors now and it is asking Ukraine for help.  However, Ukraine won't help the US now because it needs the interceptors for the Russian missiles and drones.

Israel is in a dire strait now because Iran is unleashing cluster bombs on Israel as it has run low on interceptors.

Recently, the US general had announced that the US had wiped out hundreds of Iran's missile launchers.  However, this turned out to be false because the US won't know the exact number of the Iranian missile launchers and their exact locations  too.  The true fact is Iran has many underground missile launchers that are difficult to detect from the sky (watch the video below).

Furthermore, the US is wasting its expensive missiles on fake Iranian targets.

The US knew that it would lose this war if it is prolonged and Israel would be wiped out eventually because it had underestimated Iran's military capabilities.  Thus, the US was looking for an off-ramp by stating that Iran was looking for a ceasefire.  However, Iran had stated very clearly that it was NOT asking for a ceasefire.

The US had overestimated itself and the belligerent Trump was going to start another war with Cuba after Iran.

We need to support Iran now and make the US lose this Iran war so that it won't dare to start another war with Cuba.

This Iran war will cause severe economic losses for the world because oil and gas are not flowing out of the Middle East.  The EU will be running out of oil and gas in a prolonged Iran war and it is trying to restart the Russian oil and gas trades.  However, Putin is trying to capitalize on this by threatening to cut off its gas trades with the EU.

Therefore, it is very obvous that the west will lose in this Iran war.

Sanli Env - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
07/11/25	SAC Capital	Sanli Env	0.157	0.228	Buy
08/18/25	Kim Eng	Sanli Env	0.21	0.38	Buy	PER15x FY26/27
09/04/25	CIMB	Sanli Env	0.275	0.51	Add	PER
09/30/25	Kim Eng	Sanli Env	0.265	0.38	Buy	PER15x FY26/27
10/21/25	Kim Eng	Sanli Env	0.285	0.38	Buy	PER15x FY26/27
10/22/25	Lim & Tan	Sanli Env	0.31	0.44	Buy
10/23/25	Kim Eng	Sanli Env	0.311	0.5	Buy
11/11/25	Kim Eng	Sanli Env	0.34	0.53	Buy	PER
11/17/25	Kim Eng	Sanli Env	0.315	0.5	Buy	PER
11/25/25	CIMB	Sanli Env	0.29	0.47	Add	PER
01/23/26	Kim Eng	Sanli Env	0.32	0.45	Buy	PER

Samudera - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
03/03/26	Lim & Tan	Samudera	1.06	0	Hold

Sabana - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
03/13/25	Lim & Tan	Sabana	0.365	0	Hold

Stock calls for 5 March 2026

Date	Analyst	Company	Last	Target	Call	Valuation
03/05/26	DBS Vickers	AEM	3.05	3.3	Buy	PER30x FY26
03/05/26	Uob Kay Hian	Capitaland Integrated Commercial Trust	2.4	2.95	Buy	DDM
03/05/26	phillip	City Developments	9.16	11.32	Buy	RNAV (25% disc)
03/05/26	UOB Kay Hian	Dairy Farm	4.3	5.6	Buy	PER25.2x
03/05/26	DBS Vickers	Dairy Farm	4.3	5	Buy	PER23x FY26
03/05/26	CIMB	Dairy Farm	4.3	4.9	Add	PER
03/05/26	CIMB	Frencken	2.01	0	Hold
03/05/26	Phillip	Hyphens Pharma	0.315	0.4	Buy	DCF
03/05/26	Lim & Tan	Marco Polo	0.166	0.19	Accumulate on weakness
03/05/26	Lim & Tan	OKP	0.78	1.03	Buy
03/05/26	Kim Eng	Soon Hock	0.62	0.78	Buy	RNAV

The Iran war situation report. - Part 3

The US is suffering heavy losses from this Iran war and is losing its allies simultaneously.  The EU and NATO are not supporting the US in its military invasion against Iran.  The most ardent dissenter is Spain because it has booted out the US air force from its country.

Furthermore, anti-US-Israel sentiment is rising and protests are happening in Europe.

Despite all these anti-US-Israel sentiment, the US continues to conduct false flag operation to harm its allies.

We cannot allow the US to start a WW3 using false propaganda again.  No more washing powder in a small bottle in the UN!

Riverstone - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
05/08/25	DMG & Partners	Riverstone	0.935	1.08	Buy
05/09/25	UOB Kay Hian	Riverstone	0.855	0.82	Hold	PER18x FY25
05/13/25	DMG & Partners	Riverstone	0.765	0.95	Buy	DCF
06/19/25	UOB Kay Hian	Riverstone	0.675	0.71	Hold	PER16x FY25
07/01/25	DMG & Partners	Riverstone	0.67	0.95	Buy	DCF
10/08/25	UOB Kay Hian	Riverstone	0.755	0.98	Buy	PER20x FY26
10/14/25	CIMB	Riverstone	0.82	0.91	Add	PER
11/12/25	UOB Kay Hian	Riverstone	0.81	1.05	Buy	PER22x FY26
11/12/25	CIMB	Riverstone	0.81	0.91	Add	PER
01/16/26	UOB Kay Hian	Riverstone	0.9	1.05	Buy	PER22x FY26
03/03/26	CIMB	Riverstone	0.765	0.78	Add

RH Petrogas - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
03/05/25	UOB Kay Hian	RH Petrogas	0.156	0.254	Buy	Sum of parts
08/19/25	UOB Kay Hian	RH Petrogas	0.178	0.245	Buy	Sum of parts

Reclaims Group - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
11/28/25	SAC Capital	Reclaims Group	0.39	0.497	Buy
01/12/26	UOB Kay Hian	Reclaims Group	0.405	0.56	Buy	PER12x FY27
02/02/26	UOB Kay Hian	Reclaims Group	0.48	0.56	Buy	PER12x FY27
02/12/26	Lim & Tan	Reclaims Group	0.47	0.6	Buy	PER

Stock calls for 4 March 2026

Date	Analyst	Company	Last	Target	Call	Valuation
03/04/26	Lim & Tan	ASL Marine	0.335	0.45	Buy
03/04/26	CIMB	Aztech	0.745	0.78	Hold	PER
03/04/26	phillip	Comfortdelgro	1.49	1.5	Accumulate	DCF
03/04/26	DBS Vickers	Dairy Farm	4.14	4.5	Buy	PER21x FY26
03/04/26	DBS Vickers	Jardine C&C	34.56	39	Buy	Sum of parts
03/04/26	phillip	SATS	3.69	4.44	Buy	DCF
03/04/26	Phillip	Soilbuild Construction	0.96	1.4	Buy	PER10.5x FY26
03/04/26	UOB Kay Hian	Ultragreen	1.58	1.95	Buy	PER26x FY26
03/04/26	Lim & Tan	UMS	1.53	1.88	Accumulate
03/04/26	CIMB	Wee Hur	0.76	0.95	Add	Sum of parts

The Iran war situation report. - Part 2

It seems that the US is really running out of missile interceptors and it is no longer capable to defend its military bases, embassies and consulates in the Gulf states.  Now, think about this: What's going to happen when the Gulf states have no interceptors left but Iran still has many missiles to use?  Please bear in mind that these Gulf states can't relocate like what the US is doing.

The US is preparing for this dire situation by evacuating their US military personnel and embassy staff from some Gulf states and this "relocation" operation has left innocent Americans stranded in the Gulf states without any help.

It is time for the Gulf states to wake up and see who the real enemies (US & Israel) are.  Why? Iran is an Islamic country that is situated in the middle east and the Gulf states can't just remove or relocate their neighbour (Iran).  It is better to work out how to live peacefully with Iran than to be in cahoots with the US and Israel to try to destroy Iran.

Is Iran really an oppressive country that the west has stated? Let's look at what some "oppressed" Iranian women said.

These "oppressed" women had shown the world the true Iranian situation and won't follow the US call for a revolt because they knew who their real enemies (US & Israel) were.  Therefore, the US and Israel won't be fighting just the IRGC but the whole nation of 92 million Iranians because they are not hoodwinked by the US propaganda and smearing campaigns.

Yes, the Islamic Revolution Guard Corps (IRGC) did kill some protestors during the protests but these killed protestors were not innocent people at all.  They were paid to protest by the CIA for its colour revolution operation (see below).

https://sg-stock.blogspot.com/2026/01/cia-is-creating-chaos-in-iran.html

Last but not least, the IRGC has started the next stage of its revanchism by attacking and thwarting the US naval resupply mission (refuelling).  The IRGC has hit one US destroyer during its refuelling operation which is 650km away from Iran.

The Iran war situation report.

The US had abandoned the middle east countries and moved all its missile interceptors to Israel to defend Israel and this action left the middle east full exposed to Iranian missiles.  Why?  This is because Israel is running low on missile interceptors now.

Let's look at some videos that showed the Iranian missiles landed on Israel without much resistance.

The middle east countries must have left betrayed and abandoned by now because the US have fled the  US military bases in their  countries.

Furthermore, Iran had already destroyed many US military bases in the middle east and these bases were no longer in operational conditions.

Moreover, the middle east abandonment had created distrust in the US and these countries were unwilling to provide any resupply mission for the US navy for fear of being targeted by Iran.

Conversely, the US tried to sow discords in the middle east by conducting false flag operations so that they would fight among themselves.  This corroborated what Henry Kissinger had stated before: Being an enemy of the USA can be dangerous, but being a friend is fatal.

Although the Iranian religious leader and over 40 high officials have been killed by the US, Iran is not in disarray and it can still conduct its military strikes against Israel in a coordinated and successful way.

We can see that the US and Israel have grossly underestimated the Iranian military arsenals and things will end very badly for the US and Israel.  Will Israel become the next Gaza?  Let's see!

The ISM PMI has indicated a deeper problem in the US economy.

Missing parameter:

Estimated Local New Orders: New orders - New Export Orders = (-1.3) - 0.10 = -1.4

Estimated Local Material: Inventories - Imports = 1.2 - 4.9 = -3.7

The PMI has decreased to 52.4 (-0.2) because of declines in new orders (-1.3) and local new orders (est'd -1.4).  In short, this meant that the US consumption was weakening.

Due to the declines in orders, the production fell (-2.4), customers' inventories rose (+0.1) marginally, and inventories climbed (+1.2).

Aa the production and orders declined, backlog of orders increased.  The only shocking element was the huge spike in prices (+11.5) and this would mean that the US inflation was rearing its head again.

Although this PMI is still above 50, it denotes a deeper problem which is the price is rising in the face of weakening consumer spending.

Raffles Medical - Stock calls

Date	Analyst	Company	Last	Target	Call	Valuation
04/08/25	UOB Kay Hian	Raffles Medical	0.92	1.06	Buy	PER28x FY25
04/08/25	DMG & Partners	Raffles Medical	0.92	1.08	Buy	Sum of parts
04/24/25	Kim Eng	Raffles Medical	1.01	1.13	Buy	DCF
06/11/25	Lim & Tan	Raffles Medical	0.975	1.11	Accumulate on weakness
06/23/25	DMG & Partners	Raffles Medical	0.955	1.08	Buy	Sum of parts
06/30/25	UOB Kay Hian	Raffles Medical	0.965	1.06	Buy	PER28x FY25
07/08/25	UOB Kay Hian	Raffles Medical	1	1.18	Buy	PER31x FY25
07/28/25	DBS Vickers	Raffles Medical	1.05	1.12	Buy	Sum of parts, PER25x
07/28/25	Lim & Tan	Raffles Medical	1.05	1.13	Hold
07/29/25	UOB Kay Hian	Raffles Medical	1.07	1.25	Buy	PER31x FY25
07/29/25	DBS Vickers	Raffles Medical	1.07	1.32	Buy	PER30x FY26
07/31/25	phillip	Raffles Medical	1.02	1.02	Neutral	DCF
08/06/25	DMG & Partners	Raffles Medical	1.01	1.1	Neutral	Sum of parts
10/01/25	DBS Vickers	Raffles Medical	0.98	1.32	Buy	PER30x FY26
11/26/25	DMG & Partners	Raffles Medical	0.975	1.15	Buy	Sum of parts
12/22/25	DMG & Partners	Raffles Medical	1.02	1.15	Buy	Sum of parts
01/06/26	CIMB	Raffles Medical	1.01	1.23	Add	Up from $1.20
01/23/26	DMG & Partners	Raffles Medical	1.01	1.15	Buy	Sum of parts
02/13/26	DMG & Partners	Raffles Medical	1.02	1.15	Buy	Sum of parts
02/23/26	DBS Vickers	Raffles Medical	1.02	1.32	Buy	PER30x FY26
02/23/26	Lim & Tan	Raffles Medical	1.02	1.2	Accumulate on weakness
02/24/26	UOB Kay Hian	Raffles Medical	1.07	1.25	Buy	PER29.8x FY27
02/24/26	DBS Vickers	Raffles Medical	1.07	1.25	Buy	PER30x FY26
02/25/26	phillip	Raffles Medical	1.07	1.02	Neutral	DCF