To The Moon

This Wednesday, $SIA(C6L.SI)$ surged to a seven-month intraday high of S$7.19. Despite intensifying industry competition and downward pressure on pricing, SIA's Passenger Yield unexpectedly staged a turnaround. Is this a short-term technical bounce, or the starting gun for a new bull cycle? 1. Record Revenue vs. "Halved" Profit? The Biggest Surprise is Yield Pivot According to the 3QFY2026 (third quarter) results, SIA delivered a set of paradoxical figures: Revenue: Reached S$5.51 billion, up 5.5% year-on-year, setting a new quarterly record. Net Profit: S$505 million, a year-on-year plunge of 68.9%. The profit crash was not due to poor operations, but rather a high base effect. Last year’s quarter included a S$1.1 billion one-off accounting gai

The latest earnings season has wrapped up, and from Singapore to Wall Street, bank stocks have seemingly failed to escape the "sell-on-news" correction. All three SG local banks slumped post-earnings, with UOB hit the hardest, diving 4% in a single day. Is this a necessary risk release, or a golden opportunity to lock in high dividend yields? 1. Interest Rate Anxiety: AI Transformation vs. Operating Costs US Giants ( $JPMorgan Chase(JPM)$ , $Wells Fargo(WFC)$ , $Bank of America(BAC)$ ): The market is being brutally unforgiving. Even Bank of America, which beat expectations, suffered its largest single-day drop since 2020 due to "accelerating costs." While CEOs are

Gallop into Spring with Tiger BOSS Debit Card [Wow]Hi Tigers! Lunar New Year is just around the corner - which means snacks on snacks, visits on visits and spending that somehow adds up. Since festive spending is already part of the plan, here's a little perk to go with it! Here's the deal: Spend S$88 with your Tiger BOSS Debit Card and receive a S$8 worth of US Stock Voucher* on us! Ready for the perk? Let your everyday (or festive) spending do the work! *While stocks lasts. T&Cs apply. Tiger Brokers (Singapore) Pte Ltd has partnered with Wise to provide card issuance and account issuing services. Wise is the trading name of Wise Asia-Pacific Pte Ltd, which is a company incorporated under the laws of Singapore with Unique Entity Number 201422384R. This advertisement has not been revie

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

The "Alpha" of Singapore banking, $DBS(D05.SI)$, is set to release its full-year 2025 and Q4 results on Monday, Feb 9. With the stock currently hovering near the $60 psychological barrier after a massive 2025 rally, all eyes are on whether this report will provide the momentum for a breakout. Market consensus: Annual Net Profit Projection: S$11.275 Billion (Expected slight dip of 1.2%). Q4 Net Profit Projection: S$2.52 Billion (Expected year-on-year decline of 3.8%). Total Annual Income: S$23.21 Billion (Expected 4.1% year-on-year growth). 🕒 2025 Performance Recap: The Banking Trio's Great Divide Before looking ahead, let’s review how the three local giants diverged in 2025—a key factor driving current market sentiment: DBS surged 28%. Fueled by

The 2026 US stock market is destined to be the year of the "Unicorn Terminators." With SpaceX completing its acquisition of xAI and OpenAI’s IPO rumors intensifying for year-end, we are likely witnessing the largest wealth creation event in history. These three giants are more than just companies; they are entities capable of shifting entire index weightings. Would you bet on Elon Musk’s "Multi-planetary" vision or the "New Microsoft" of the AI era? 1️⃣ SpaceX: The $1.5 Trillion Interstellar Hegemon SpaceX has recently integrated xAI (valued at $250B) into its ecosystem, a masterstroke that has paved the way for a staggering $1.5 trillion IPO valuation. The Edge: Dominating 50% of global rocket launches with monopoly-level reusable technology. The Bull Case: "Starlink" is no longer just a

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

This week’s SGX earnings season is incredibly busy, featuring: $Mapletree Log Tr(M44U.SI)$ , $OUEREIT(TS0U.SI)$ , $Mapletree Ind Tr(ME8U.SI)$ , $CapLand Ascott T(HMN.SI)$ , $Micro-Mechanics(5DD.SI)$ , $NetLink NBN Tr(CJLU.SI)$ , $StarhillGbl Reit(P40U.SI)$ , $CDL HTrust(J85.SI)$ , $Keppel DC Reit(AJBU.SI)$ , and $Mapletree PanAsia Com T

A new congressional disclosure has once again reignited debate around tracking lawmakers’ trades. Nancy Pelosi reported roughly $69 million in recent transactions, highlighted by the sale of about $50 million worth of $Apple(AAPL)$, along with reductions in $NVIDIA(NVDA)$ and $Walt Disney(DIS)$ At the same time, Pelosi added new LEAP call options on $Alphabet(GOOGL)$ , $Amazon.com(AMZN)$, $Apple(AAPL)$, and $NVIDIA(NVDA)$ , using far less capital to retain upside exposure. The message is subtl

Right now, the hottest trades in the market are clearly gold and the storage sector. But the biggest problem is: we can’t catch up — prices have moved way too fast! Just five months ago, $SanDisk Corp.(SNDK)$ was widely seen as a legacy flash maker held back by aging products. Today, after a nearly 1,000% rally, it has become one of the best-performing S&P 500 stocks and a core AI trade. But it’s not just retail investors who missed it, even smart money got it wrong. The key behind-the-scenes force pushing SanDisk’s spin-off was the famous activist hedge fund Elliott Management — yet it missed most of the upside. SanDisk was spun off from Western Digital last February, largely due to Elliott’s long-term pressure. Elliott believed the combined