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.
DBS: Don't Let A Single Miss Mask A Great Business: Why Buffett's Wisdom Still Holds
🌟🌟🌟DBS $DBS(D05.SI)$ has just reported a 4th quarter 2025 net profit of SGD 2.36 billion, a 10% year on year decline that missed analyst estimates of SGD 2.57 billion. While the headline miss on 9 February 2026 initially cooled market sentiment, sending shares down almost 2% in early trading to SGD 58.41, the result masked a record full year 2025 income of SGD 22.9 billion and a powerful 14% surge in wealth management fees. The Warren Buffett Lens: Value Over Volatility In the face of today's market jitters, it is vital to remember Warren Buffett's timeless wisdom : "Do not take yearly results too seriously, instead focus on 4 or 5 year averages." Warren Buffett has long argued that a single earnin
$Alphabet(GOOG)$ Alphabet's recent trend is defined by a transition from a momentum-driven rally to a volatile consolidation. The catalyst is a classic "sell the news" reaction to its Q4 earnings, where stellar results were overshadowed by a massive increase in capital expenditure guidance. The market is grappling with the trade-off between Alphabet's undeniable AI strength and the significant near-term investments required to maintain it. The trend's near-term direction will likely depend on broader market sentiment towards tech valuations and further details on AI monetization.