Shyon
02-26 18:12

This week, my focus is on $SIA(C6L.SI)$ after it hit a seven-month high of S$7.19. While net profit plunged due to last year’s one-off gain, the core business actually improved. Record revenue and a 1.9% rise in passenger yield stand out to me — in a competitive environment, regaining pricing power signals real strength in SIA’s premium positioning. To me, that yield pivot is the most important indicator this quarter.

Of course, risks remain. Losses from Air India and weaker cargo demand are clear drags. I see Air India more as long-term strategic pain rather than structural damage, but the timeline for improvement will be key to sentiment.

At current levels, I think much of the good news is priced in. I’m cautiously constructive — not chasing highs, but open to accumulating on pullbacks if yield momentum sustains.

@TigerClub @TigerStars @Tiger_comments @Tiger_SG

# SIA Record Revenue! But Profit Declines, Does One-Off Effect Matter?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment（2）

  • Top
  • Latest
  • Jessie6867
    ·02-26 21:11
    TOP
    请问前辈新航现在可以买进吗
    Reply
    Report
    Fold Replies
    • Shyon: 
      现在风险偏高了，阻力1价位 7.20，还是等回调比较安全
      02-26 23:19
      Reply
      Report