Srikas
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?

What’s your take – bullish continuation or wait for pullback?

Earnings Season: AEM Jumps 20%! What SGX Companies to Focus?
AEM reports higher FY2025 earnings; FY2026 revenue growth to come from new customer. The stock jumps 20% in a single day! Seatrium H2 profit up 48.3%, full-year profit doubles on margin expansion.Company proposes final dividend of S$0.03 a share, double the previous year’s. This week, multiple SGX companies report earnings and rise after the beat. Which companies are you following? Is the good news priced in? Or can we follow the trend?
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