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?
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