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?

AEM, unbelievable run yesterday. I bought in during PM Wong's NDP rally last year when he mentioned AEM @1.68. Think going to realise the handsome profits later. It's been a while since I see it ran more than 20% in a day. I hope that with this set of results it's finally out of the woods. prior to this it was bad news non stop one after another. Couldn't believe that this actually fell to $1 just a couple months ago. I held on of course!
avatarECLC
02-27
Earnings season with a number of companies more than 5% price changes after reports. It can be challenging to digest and seize trade opportunities with the volatilities.
avatarMichT
02-27
Been invested in AEM and Seatrium, only small share holders but good to see them jumps so high
Okok aem has been there for the longest time it is good to see it come back
avatarcashin
02-27
Breaking through from the past year!
This is going to increase by 1% at least
$Seatrium Ltd(5E2.SI)$   Seatrium H2 profit : S$179.3 million +48.3% y-y. FY2025 earnings by 106% y-o-y to $324 million. Revenue was up 24% to $11.5 billion. As at Dec 31, its net order book was $17.8 billion, comprising 24 projects and providing revenue visibility through to 2033. As of end-2025, Seatrium’s net debt stood at S$680 million, slightly down from last year’s S$690 million Final dividend : S$0.03 
avatarRichDen
02-26
$Seatrium Ltd(5E2.SI)$ its looking good... more runway to go... get ready!
avatarngmkc
02-26
$Seatrium Ltd(5E2.SI)$ finally broke 2.3
avatarBK99
02-26
$Seatrium Ltd(5E2.SI)$  Awesome Mgmt Team ! Cheers !!
$Seatrium Ltd(5E2.SI)$  buy on rumours sell on news. Seatrium take profit time. 
YZJ 2025 FY STUNNING RESULT RELEASE TODAY AFTER MARKET $YZJ Shipbldg SGD (BS6.SG)$ One step earlier than Seatrium.

SG Morning Call | Singapore Stocks Open Higher; China Aviation up 3.2%; Raffled Medical up Nearly 3%; Seatrium up 2.8%; UOI Fell 0.6%

Market Snapshot Singapore stocks opened slightly higher on Monday. STI rose 0.09%; China Aviation up 3.2%; Raffled Medical up nearly 3%; Seatrium up 2.8%; UOI fell 0.6%. Stocks in Focus $United Overseas Insurance(U13.SI)$ (UOI): The insurance arm of UOB on Friday posted a net profit of S$23.7 million for the second half of its 2025 fiscal year ended Dec 31 – a 51.5 per cent increase from S$15.6 million in the year-ago period. Earnings per share for FY2025 stood at S$0.5281, up from S$0.4874 in FY2024. Additionally, the board recommended a final dividend of S$0.195 a share. The counter ended flat at S$7.93 on Friday, before the results. $Seatrium(5E2.SI)$: The marine engineering company expects to achi
SG Morning Call | Singapore Stocks Open Higher; China Aviation up 3.2%; Raffled Medical up Nearly 3%; Seatrium up 2.8%; UOI Fell 0.6%

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

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
Earnings Review: Keppel Hit a 12-Year High While SGX Slipped, How to Trade?
avatarkoolgal
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. 
SGX & Keppel: 2 Different Worlds. Do They Still Have Room to Run?
avatarkoolgal
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.
SGX Is Playing Catch Up. Why It Just Hit An All Time High at SGD 19.09
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
avatar010leo
02-19
$Seatrium Ltd(5E2.SI)$ seizing opportunities... to me any price below $2.15 start accumulation... I do small step ladder trades (unless someone want to sponsor me $). good book orders. news of court cases means opportunities. dividend is bonus.