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 from STI blue chips into mid-caps.
For me, Keppel is worth watching but I’d wait for consolidation before chasing further upside. SGX’s slight dip could present a good entry point for dividend-focused investors, given its consistent performance and stable payout.
@Tiger_comments @TigerClub @TigerStars @Tiger_SG
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