• LanceljxLanceljx
      ·02-16 17:04
      SG earnings season: broadly resilient but lacking strong growth surprises. Results confirm stability rather than acceleration, with markets shifting from valuation rerating to earnings validation. Yield and cash flow remain the main drivers. Keppel: After a 12-year high, much of the transformation and leadership confidence appears priced in. The re-rating reflects its asset-light pivot and recurring income visibility. Upside now likely depends on execution and earnings delivery rather than further multiple expansion. Chasing momentum at current levels carries higher risk unless new catalysts emerge. SGX: Record revenue but share pullback looks macro-driven, mainly from falling rate expectations reducing interest income tailwinds. Core business remains strong with predictable cash flow and
      129Comment
      Report
    • MrzorroMrzorro
      ·02-16 06:47
      I chose C. Both going up 🚀🚀🚀🚀🚀🚀
      14Comment
      Report
    • koolgalkoolgal
      ·02-11

      SGX Is Playing Catch Up. Why It Just Hit An All Time High at SGD 19.09

      🌟🌟🌟SGX $SGX(S68.SI)$  is the kind of stock the market loves to underestimate... right until it doesn't.  When the latest results dropped, the share price pulled back.  It is the classic "sell first, think later" behaviour.  Nothing was wrong with the business.  Nothing broke.  But in a market obsessed with shiny narratives, SGX's steady cash flow model doesn't always get instant applause. And then something shifted.  While the market  was busy chasing momentum trades, investors suddenly remembered what SGX actually is:  a monopoly like exchange, record revenues, disciplined cost control and a dividend stream that doesn't flinch even when global markets wobble.
      1.76K3
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      SGX Is Playing Catch Up. Why It Just Hit An All Time High at SGD 19.09
    • jw10010101jw10010101
      ·02-10
      yes, sgx bullish on technicals daily timeframe
      190Comment
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    • SrikasSrikas
      ·02-10
      Earnings Season Watch: SGX & Keppel – More Upside Ahead? With earnings season heating up, SGX and Keppel are back in focus. SGX continues to benefit from strong derivatives trading volume and growing investor participation in Asian markets. Meanwhile, Keppel’s transformation into an asset-light model and focus on infrastructure, energy transition, and connectivity solutions looks promising for long-term growth. Key things I’m watching: • SGX trading volume and derivatives growth trends • Keppel’s asset monetisation progress and recurring income expansion • Guidance and outlook amid global rate and economic uncertainty Both companies have shown strong strategic shifts, but sustainability of earnings momentum will be crucial. Are these still long-term compounders or nearing fair value? W
      471Comment
      Report
    • ShyonShyon
      ·02-09
      This week really highlights how market reactions can differ even when earnings are strong. $Keppel(BN4.SI)$ jumped 6%, driven by impressive H2 profit growth, solid full-year results, attractive dividends, and the high-profile appointment of Piyush Gupta as chairman-designate. All of this has investors speculating about Keppel’s potential to grow into a major asset-management player. On the other hand, $SGX(S68.SI)$ delivered record revenue and solid adjusted profit, yet the stock dipped slightly. This seems to reflect elevated expectations, moderate headline profit growth, and ongoing rotation of capital fro
      1.22K2
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    • ECLCECLC
      ·02-09
      Have Keppel and SGX in watchlist but no action taken so far as funds are deployed elsewhere. KIV
      602Comment
      Report
    • Star in the SkyStar in the Sky
      ·02-09
      Take profit and monitor the whole market's direction.. Always have the opportunity to buy again..
      384Comment
      Report
    • koolgalkoolgal
      ·02-09

      SGX & Keppel: 2 Different Worlds. Do They Still Have Room to Run?

      🌟🌟🌟SGX and Keppel don't operate in the same universe.   $SGX(S68.SI)$  is the quiet heartbeat of our markets. $Keppel(BN4.SI)$  is reinventing itself for the AI infrastructure age.  But this earnings season, both reminded me why they are pillars of Singapore Inc.  As a Singaporean, I can't help feeling proud of how far our homegrown giants have come. SGX:  Record Results, A Pullback and Quiet Potential SGX delivered record revenue, stronger derivatives volumes and steady profit growth.  It is the kind of earnings that reflect resilience, discipline and a business model built on real recurring demand. 
      1.10K12
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      SGX & Keppel: 2 Different Worlds. Do They Still Have Room to Run?
    • AN88AN88
      ·02-09
      buy sgx
      291Comment
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    • elderteldert
      ·02-09
      accumulate both stocks , Keppel and SGX long term upward trend
      406Comment
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    • ChrishustChrishust
      ·02-09
      1. So earnings season is strong with earnings uplifts from major businesses on the sgx 2. Yes the piyush Gupta effect has been priced in with increases in prices broadly 3. SGX dip opportunity, yes there is an opportunity to purchase at lower prices due to the dip in pricing
      428Comment
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    • YTiggerYTigger
      ·02-08
      BN4 Up
      178Comment
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    • Cadi PoonCadi Poon
      ·02-08
      1. Strong fundamentals Net profit in the second half rose 27.2%, bringing full-year earnings to S$1.1 billion. Its infrastructure and connectivity segments performed exceptionally well, aligning perfectly with the current AI data-center boom. 2. Attractive dividends Total dividend for the year reached S$0.47, including a special payout. In today’s environment, a ~4.3% yield combined with growth potential looks compelling.
      321Comment
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    • TimothyXTimothyX
      ·02-08
      This week, two earnings were out with mixed results. $Keppel(BN4.SI)$ surged 6%, reaching a 12-year high, while $SGX(S68.SI)$ despite posting its strongest half-year results ever — saw its share price dip 0.6%.
      1.61KComment
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    • highhandhighhand
      ·02-08
      wait for sgx to reach support than buy is you want
      477Comment
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    • Tiger_SGTiger_SG
      ·02-08

      Earnings Review: Keppel Hit a 12-Year High While SGX Slipped, How to Trade?

      This week, two earnings were out with mixed results. $Keppel(BN4.SI)$ surged 6%, reaching a 12-year high, while $SGX(S68.SI)$ despite posting its strongest half-year results ever — saw its share price dip 0.6%. Both delivered solid performance, so why did the market react so differently? Keppel: surprising numbers, dividends and super CEO announcement 1. Strong fundamentals Net profit in the second half rose 27.2%, bringing full-year earnings to S$1.1 billion. Its infrastructure and connectivity segments performed exceptionally well, aligning perfectly with the current AI data-center boom. 2. Attractive dividends Total dividend for the year reached S$0.47, including a special payout. In today’s enviro
      10.77K22
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      Earnings Review: Keppel Hit a 12-Year High While SGX Slipped, How to Trade?
    • AlubinAlubin
      ·02-05
      I pick C) Both go up. STI momentum still looked poised to lift most if not all the blue chip in the short term.
      312Comment
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    • chaickachaicka
      ·02-05
      In short term, rise to new highs is inevitable. In mid-to-long term, correction will occur and should the foreign wealth migration eases, there’s likelihood of broader revaluation and hence a decline to realistic values.
      234Comment
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    • koolgalkoolgal
      ·02-05
      🌟🌟🌟My answer is B) Keppel $Keppel(BN4.SI)$ - Keppel has officially traded its hard hat for a silicon cape & the market is absolutely loving in!  By pivoting from traditional assets into a high octane AI infrastructure powerhouse, Keppel is rewriting its entire DNA.  With the Bifrost subsea cable narrative acting as a massive digital tailwind, Keppel is primed for a major re rating. Keppel isn't just a Buy.  It is a front row seat to the future of Singapore's digital economy & the bulls are already charging!😍😍😍🐂🐂🐂🌈🌈🌈💰💰💰 @Tiger_SG @Tiger_comments @TigerStars </
      1.10KComment
      Report
    • LanceljxLanceljx
      ·02-16 17:04
      SG earnings season: broadly resilient but lacking strong growth surprises. Results confirm stability rather than acceleration, with markets shifting from valuation rerating to earnings validation. Yield and cash flow remain the main drivers. Keppel: After a 12-year high, much of the transformation and leadership confidence appears priced in. The re-rating reflects its asset-light pivot and recurring income visibility. Upside now likely depends on execution and earnings delivery rather than further multiple expansion. Chasing momentum at current levels carries higher risk unless new catalysts emerge. SGX: Record revenue but share pullback looks macro-driven, mainly from falling rate expectations reducing interest income tailwinds. Core business remains strong with predictable cash flow and
      129Comment
      Report
    • MrzorroMrzorro
      ·02-16 06:47
      I chose C. Both going up 🚀🚀🚀🚀🚀🚀
      14Comment
      Report
    • koolgalkoolgal
      ·02-11

      SGX Is Playing Catch Up. Why It Just Hit An All Time High at SGD 19.09

      🌟🌟🌟SGX $SGX(S68.SI)$  is the kind of stock the market loves to underestimate... right until it doesn't.  When the latest results dropped, the share price pulled back.  It is the classic "sell first, think later" behaviour.  Nothing was wrong with the business.  Nothing broke.  But in a market obsessed with shiny narratives, SGX's steady cash flow model doesn't always get instant applause. And then something shifted.  While the market  was busy chasing momentum trades, investors suddenly remembered what SGX actually is:  a monopoly like exchange, record revenues, disciplined cost control and a dividend stream that doesn't flinch even when global markets wobble.
      1.76K3
      Report
      SGX Is Playing Catch Up. Why It Just Hit An All Time High at SGD 19.09
    • jw10010101jw10010101
      ·02-10
      yes, sgx bullish on technicals daily timeframe
      190Comment
      Report
    • Tiger_SGTiger_SG
      ·02-04

      Earnings Season: Do SGX and Keppel Still Have Room to Run?

      As the Straits Times Index (STI) recently hit a new intraday high, market attention is now locked on two major Singapore blue chips reporting earnings on 5 Feb 2026: SGX Group and Keppel Ltd. 1) $SGX(S68.SI)$: High Valuation, Even Higher Expectations SGX is set to report earnings on 5 Feb. As of 3 Feb 2026 (intraday), the stock traded at S$18.13, up +2.84%, with volume surging to 3.37M shares — significantly above its usual average. The market is clearly positioning for a strong print. EPS (previous period): S$0.60 Strong profitability: Gross margin at 74.31%, net margin at 47.28% Solid cash flow: Operating cash flow per share at S$0.81, comfortably supporting its S$0.39 dividend per share Valuation & Risk SGX is currently trading at a meani
      4.87K30
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      Earnings Season: Do SGX and Keppel Still Have Room to Run?
    • Tiger_SGTiger_SG
      ·02-08

      Earnings Review: Keppel Hit a 12-Year High While SGX Slipped, How to Trade?

      This week, two earnings were out with mixed results. $Keppel(BN4.SI)$ surged 6%, reaching a 12-year high, while $SGX(S68.SI)$ despite posting its strongest half-year results ever — saw its share price dip 0.6%. Both delivered solid performance, so why did the market react so differently? Keppel: surprising numbers, dividends and super CEO announcement 1. Strong fundamentals Net profit in the second half rose 27.2%, bringing full-year earnings to S$1.1 billion. Its infrastructure and connectivity segments performed exceptionally well, aligning perfectly with the current AI data-center boom. 2. Attractive dividends Total dividend for the year reached S$0.47, including a special payout. In today’s enviro
      10.77K22
      Report
      Earnings Review: Keppel Hit a 12-Year High While SGX Slipped, How to Trade?
    • koolgalkoolgal
      ·02-09

      SGX & Keppel: 2 Different Worlds. Do They Still Have Room to Run?

      🌟🌟🌟SGX and Keppel don't operate in the same universe.   $SGX(S68.SI)$  is the quiet heartbeat of our markets. $Keppel(BN4.SI)$  is reinventing itself for the AI infrastructure age.  But this earnings season, both reminded me why they are pillars of Singapore Inc.  As a Singaporean, I can't help feeling proud of how far our homegrown giants have come. SGX:  Record Results, A Pullback and Quiet Potential SGX delivered record revenue, stronger derivatives volumes and steady profit growth.  It is the kind of earnings that reflect resilience, discipline and a business model built on real recurring demand. 
      1.10K12
      Report
      SGX & Keppel: 2 Different Worlds. Do They Still Have Room to Run?
    • 這是甚麼東西這是甚麼東西
      ·02-04
      With earnings season in full swing, Singapore Exchange (SGX) and Keppel Corporation are two stocks that have garnered significant attention from investors. Both companies have reported strong results, driven by improving market conditions and strategic initiatives. SGX: The exchange operator has benefited from increased trading activity, particularly in the derivatives segment. Its efforts to expand its product offerings and enhance its trading platform have yielded positive results. SGX's dividend yield remains attractive, making it a favorite among income-seeking investors. Keppel: The conglomerate has seen a significant turnaround in its offshore and marine business, driven by improving oil prices and a rebound in demand for rig-building services. Keppel's property and infrastructure se
      394Comment
      Report
    • ShyonShyon
      ·02-09
      This week really highlights how market reactions can differ even when earnings are strong. $Keppel(BN4.SI)$ jumped 6%, driven by impressive H2 profit growth, solid full-year results, attractive dividends, and the high-profile appointment of Piyush Gupta as chairman-designate. All of this has investors speculating about Keppel’s potential to grow into a major asset-management player. On the other hand, $SGX(S68.SI)$ delivered record revenue and solid adjusted profit, yet the stock dipped slightly. This seems to reflect elevated expectations, moderate headline profit growth, and ongoing rotation of capital fro
      1.22K2
      Report
    • SrikasSrikas
      ·02-10
      Earnings Season Watch: SGX & Keppel – More Upside Ahead? With earnings season heating up, SGX and Keppel are back in focus. SGX continues to benefit from strong derivatives trading volume and growing investor participation in Asian markets. Meanwhile, Keppel’s transformation into an asset-light model and focus on infrastructure, energy transition, and connectivity solutions looks promising for long-term growth. Key things I’m watching: • SGX trading volume and derivatives growth trends • Keppel’s asset monetisation progress and recurring income expansion • Guidance and outlook amid global rate and economic uncertainty Both companies have shown strong strategic shifts, but sustainability of earnings momentum will be crucial. Are these still long-term compounders or nearing fair value? W
      471Comment
      Report
    • ShyonShyon
      ·02-05
      I’m going with C — both go up 📈. The STI just printed a fresh intraday high, and when index momentum is strong, large-cap names reporting earnings tend to benefit from passive and rotational flows, regardless of individual narratives. For $SGX(S68.SI)$ , expectations are undeniably high, but volume expansion ahead of earnings suggests positioning rather than distribution. As long as derivatives activity and data services show steady growth, the market may be willing to defend the premium valuation, at least in the near term. For $Keppel(BN4.SI)$ , the AI infrastructure angle is gaining credibility. While Bifros
      9664
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    • Cadi PoonCadi Poon
      ·02-08
      1. Strong fundamentals Net profit in the second half rose 27.2%, bringing full-year earnings to S$1.1 billion. Its infrastructure and connectivity segments performed exceptionally well, aligning perfectly with the current AI data-center boom. 2. Attractive dividends Total dividend for the year reached S$0.47, including a special payout. In today’s environment, a ~4.3% yield combined with growth potential looks compelling.
      321Comment
      Report
    • koolgalkoolgal
      ·02-05
      🌟🌟🌟My answer is B) Keppel $Keppel(BN4.SI)$ - Keppel has officially traded its hard hat for a silicon cape & the market is absolutely loving in!  By pivoting from traditional assets into a high octane AI infrastructure powerhouse, Keppel is rewriting its entire DNA.  With the Bifrost subsea cable narrative acting as a massive digital tailwind, Keppel is primed for a major re rating. Keppel isn't just a Buy.  It is a front row seat to the future of Singapore's digital economy & the bulls are already charging!😍😍😍🐂🐂🐂🌈🌈🌈💰💰💰 @Tiger_SG @Tiger_comments @TigerStars </
      1.10KComment
      Report
    • ShyonShyon
      ·01-29
      This week’s SGX earnings felt like a real stress test for S-REIT investors. $OUEREIT(TS0U.SI)$ stood out as the dark horse—FY DPU up 8.3% with a strong 2H rebound shows the deleveraging strategy is working. An 18% cut in interest expenses and asset pruning is exactly what I want to see in this rate environment. On the other hand, the Mapletree duo $Mapletree Ind Tr(ME8U.SI)$ $Mapletree Log Tr(M44U.SI)$ tested my patience. DPU declines at MLT and MIT weren’t operational—occupancy is still solid—but driven by forex pressure and high rates. I’m not shaken on fund
      1.63K4
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    • ChrishustChrishust
      ·02-09
      1. So earnings season is strong with earnings uplifts from major businesses on the sgx 2. Yes the piyush Gupta effect has been priced in with increases in prices broadly 3. SGX dip opportunity, yes there is an opportunity to purchase at lower prices due to the dip in pricing
      428Comment
      Report
    • TimothyXTimothyX
      ·02-08
      This week, two earnings were out with mixed results. $Keppel(BN4.SI)$ surged 6%, reaching a 12-year high, while $SGX(S68.SI)$ despite posting its strongest half-year results ever — saw its share price dip 0.6%.
      1.61KComment
      Report
    • ECLCECLC
      ·02-09
      Have Keppel and SGX in watchlist but no action taken so far as funds are deployed elsewhere. KIV
      602Comment
      Report
    • Star in the SkyStar in the Sky
      ·02-09
      Take profit and monitor the whole market's direction.. Always have the opportunity to buy again..
      384Comment
      Report
    • koolgalkoolgal
      ·01-30
      🌟🌟🌟 $CapLand Ascott T(HMN.SI)$ , the largest lodging & accommodation SReit in Asia Pacific, delivered a steady, quiet confident set of results this week - the kind that feels less than fireworks and more like a warm reminder that resilience, global recovery and patient compounding are still very much alive. @Tiger_SG @TigerStars @Tiger_comments @TigerClub @
      1.15K10
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