$UMS(558.SI)$ : Turning the Corner on the Semiconductor Down‑Cycle📉 Soft FY24 Print – Revenue slid 19 % YoY to S$242.1 million while net profit fell 32 % to S$41.6 million as integrated‑system sales normalized after the 2022–23 boom.That said, gross margins edged up to 51 %, reflecting disciplined cost management and a continued shift toward higher‑value modules.Management reiterated its view that FY24 marks the earnings trough, with order momentum improving into 1Q 2025.🏭 Penang Mega‑Plant Ramp‑Up – The new 300000 sq ft facility, built for roughly RM250 million, entered volume production in 4Q 2024 and already houses two anchor tool programmes.The site’s proximity to key North‑Asian customers shortens lead times and diversifies manufacturi

1.How do you measure whether a company is generating its revenue efficiently?One metric stand out - Revenue per employee.What is it?To put it broadly, it is the total revenue of a company divided by how many employees it has.For example, if company A has 100 employees and generated SG$10 million, then the revenue per employee is SG$100,000.How is it useful?It enables investors to determine whether a company is being productive and efficient at using its labour force to generate revenue.A low revenue per employee shows that the company might be hiring too many.A high revenue per employee shows that it is being efficient at doing so.However, this is just one way of looking at this.There are companies which have low revenue per employee but actually generate high profits. They could be food &

It’s good to be back.I had an awesome holiday in South Korea, getting my annual dose of Kpop and Korean food (I am all Kimchi-ed out now).This week, I am looking into the troubles in the Chinese electric vehicle (EV) industry as EV players have once again cut prices.Could $BYD Co., Ltd.(BYDDY)$ actually be building a nightmare?“Right this way, Mrs Chin. This is the newest EV model by Great Wall Motor. We have recently cut the price by 10%”Mrs Chin, like many Chinese consumers, just glances over. She then folds her arm and say, “Can you go cheaper? BYD’s one is 20% lower. If not, I will just go next door”The salesman holds his tongue, smiles and takes out a a list of prices, “Just for you, Madam, we are willing to cut by 25% for you.”China’s elect

Hello everyone! Today i want to share some techncial analysis with you!Food Empire Holdings: Riding Asia’s Coffee Boom📊 1Q25 Top-Line Surge Revenue climbed 16.3% year-on-year to US$136.6 million, a record first-quarter haul. Management pointed to stronger demand for instant coffee in Vietnam and Kazakhstan plus selective price hikes that offset higher green-bean costs.🌏 Southeast Asia Overtakes RussiaFor the first time, Southeast Asia became the group’s largest region, contributing US$40 million (+33.8 %) and edging past Russia’s US$39.4 million. The shift reduces rouble exposure and geopolitical risk while deepening ties to fast-growing ASEAN consumption trends.💰 Dividend Sweetener & FY24 EarningsFY2024 normalized net profit eased 11.4 % to roughly US$50 million after forex headwinds,

$CSE Global(544.SI)$ : Electrifying Growth Fueled by Acquisitions & Backlog Strength🚀 Record-High Revenue – FY 2024 turnover surged 18.8 % YoY to S$861.2 million, powered by robust Electrification and Automation demand across the Americas and Asia-Pacific. Gross margin held near 28 %, underscoring solid pricing discipline even amid cost inflation.💰 Profitability Jumps – Core net profit climbed 63.2 % to S$36.8 million, lifting net margin to 4.3%. EBITDA expanded 29 % to S$82.2 million, highlighting operating leverage as scale builds.📑 Backlog Visibility – The order book closed FY 2024 at S$672.6 million and, after securing S$155.3 million of new wins in 1Q 2025 (41 % communications, 23 % automation, 23 % electrification), still sit

📌 $Dezign Format(UZF.SI)$ : Riding the Wave of Experiential Growth Ahead of SGX IPO📈 Strong Revenue and Profit TrajectoryRevenue surged from S$18.3 million in FY2022 to S$33.4 million in FY2024, reflecting a 35.3% CAGR, while net profit more than tripled to S$5.0 million over the same period.Gross profit margins stayed resilient at 36–39%, with net margins climbing to 15%, showcasing strong cost discipline and operational efficiency.🌍 Diversification Through Immersive Experiences (LBE)The Group has moved beyond conventional design-and-build services, stepping into Location-Based Entertainment (LBE) with proprietary IP projects like DinoQuest and The Beethoven Experience.It is also targeting new revenue streams through ticket sales, licensing, an

📌 $Zixin(42W.SI)$ : Ramping Up Growth via Higher-Margin Processed Snacks🍠 Record FY2025 earnings beat expectationsZixin reported FY2025 PATMI of RMB42.7m, a 220% YoY surge beating analyst forecasts by 22%. Revenue grew 33% YoY to RMB278m, driven by stronger sales of fresh sweet potatoes (+72%) and improved margin contribution from processed food and seedlings.🏭 Major capacity ramp-up underwayThe group is spending ~RMB60m in CAPEX to more than double its annual production capacity of value-added sweet potato products from 13,700 to 35,000 tonnes. Cold storage expansion will increase shelf life, enabling price optimisation and access to e-commerce and supermarket channels beyond Liancheng.🥔 Processed snacks gain traction with higher marginsZixin r

$SATS LTD.(S58.SI)$ : Synergy-Driven Earnings Rebound Sets Stage for Dividend Comeback📈 Revenue MomentumFull-year revenue climbed 13% YoY to S$5.82 billion. Gateway Services grew 10.6% while Food Solutions surged 22%, supported by higher travel volumes, healthy inflight catering demand and resilient e-commerce cargo. Group turnover is now above pre-pandemic peaks, underscoring management’s scale advantage.💰 Profit ReboundPATMI leapt to S$243.8 million from S$56.4 million, driving net margin up to 4.2%. The bottom-line swing reflects synergy capture, disciplined price resets and a waning drag from one-off integration costs. Management guides for continued earnings traction as legacy amortisation tapers in FY26.🏋️ EBITDA & MarginsEBITDA advanc

📌 𝐔𝐧𝐢𝐭𝐞𝐝 𝐇𝐚𝐦𝐩𝐬𝐡𝐢𝐫𝐞 𝐔𝐒 𝐑𝐄𝐈𝐓: 𝐑𝐞𝐦𝐚𝐢𝐧𝐢𝐧𝐠 𝐑𝐞𝐬𝐢𝐥𝐢𝐞𝐧𝐭 𝐢𝐧 𝐚 𝐃𝐢𝐠𝐢𝐭𝐚𝐥 𝐅𝐢𝐫𝐬𝐭 𝐖𝐨𝐫𝐥𝐝📦 1Q 2025 SnapshotGross revenue was US$18.1M, and distributable income came in at US$6.3M, down just 1.4% YoY. This decline was largely due to divestments. On a like-for-like basis (excluding divested assets), gross revenue actually rose 3.2% YoY - driven by new leases with Trader Joe’s and Dick’s Sporting Goods, plus rental escalations. $UtdHampshReitUSD(ODBU.SI)$ 🏬 Divesting Non-Core AssetsThe REIT sold off its Lowe’s, Sam’s Club, and Albany Supermarket properties over the past year. These were lower-yielding assets. The proceeds helped reduce gearing and created room for future acquisitions aligned with the REIT’s focus on grocery-anchored, necessity-based retail.🛒 Portf

$Bumitama Agri(P8Z.SI)$ : Margin Momentum & Dividend Yield in Focus📊 Revenue Momentum1Q25 revenue climbed 19% YoY to IDR 4.59 trillion, driven by resilient benchmark CPO prices and a normalised production base after last year’s supply spike. Management notes the quarter represents the seasonal low-crop period, signalling room for stronger volumes into 2H25.💹 Profit & Margin LiftEBITDA surged 36% YoY to IDR 1.01 trillion with margin expanding to 22%, while net profit jumped 51% to IDR 495.9 billion. Improved cost discipline and higher extraction rates cushioned fertiliser-related cost pressures, placing the group ahead of street FY25 run-rate assumptions.💼 Balance-Sheet StrengthFull repayment of a term-loan facility in March 2024 slashed

$MarcoPolo Marine(5LY.SI)$ - Gearing Up for an Offshore-Wind Inflection📊 1QFY25 SnapshotRevenue slipped 11 % YoY to S$25.8 million, but tighter cost control lifted gross margin to 41 %, limiting the gross-profit decline to 9 % at S$10.6 million. Ship-chartering utilisation ticked up to 71 %, while the Batam ship-repair yard stayed busy at 83 % utilisation, demonstrating operational resilience even amid softer third-party charter demand.🚢 Offshore-Wind Assets Coming OnlineThe purpose-built MP Wind Archer Commissioning Service Operation Vessel (CSOV) is on track to begin a multi-year charter in Taiwan by 2H FY25, alongside three new Crew Transfer Vessels (CTVs). Management expects these additions to lift group EBITDA materially from FY26 as Asia’s

$UnitedHealth(UNH)$ I would never have expected this. Warren Buffett just added about 5 million shares to UnitedHealth Group to bring his stakes’ worth to US$1.6 billion.We all remember what happened to its ex-CEO, Brian Thompson, and the social media firestorm that came with it.But Warren Buffett might have seen something worth considering.Firstly, UnitedHealth’s valuation is very cheap now. It is trading at a price-to-earnings ratio of 12.9 times compared to its historical average of 26.2 times.Share price has also dropped to a low of US$234 in July 2025, before news of Buffett’s purchase of the company’s share sent the stock flying to US$304 recently.Secondly, despite the social media firestorm, UnitedHealth’s revenue did grow by 9.8% and 12.9%

The three Singapore banks [DBS, OCBC, and UOB] have all increased their dividends in line with their earnings boost… So, in this video, we gonna review the Singapore banks latest 3Q 2023 results; and I am going to share which bank is my favourite one out of the three. https://www.youtube.com/watch?v=PvnsvSaTJhc