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? W

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 fro

Have Keppel and SGX in watchlist but no action taken so far as funds are deployed elsewhere. KIV

Take profit and monitor the whole market's direction.. Always have the opportunity to buy again..

🌟🌟🌟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. 

buy sgx

accumulate both stocks , Keppel and SGX long term upward trend

1. So earnings season is strong with earnings uplifts from major businesses on the sgx 2. Yes the piyush Gupta effect has been priced in with increases in prices broadly 3. SGX dip opportunity, yes there is an opportunity to purchase at lower prices due to the dip in pricing

BN4 Up

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 environment, a ~4.3% yield combined with growth potential looks compelling.

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%.

wait for sgx to reach support than buy is you want

I pick C) Both go up. STI momentum still looked poised to lift most if not all the blue chip in the short term.

In short term, rise to new highs is inevitable. In mid-to-long term, correction will occur and should the foreign wealth migration eases, there’s likelihood of broader revaluation and hence a decline to realistic values.

🌟🌟🌟My answer is B) Keppel $Keppel(BN4.SI)$ - Keppel has officially traded its hard hat for a silicon cape & the market is absolutely loving in!  By pivoting from traditional assets into a high octane AI infrastructure powerhouse, Keppel is rewriting its entire DNA.  With the Bifrost subsea cable narrative acting as a massive digital tailwind, Keppel is primed for a major re rating. Keppel isn't just a Buy.  It is a front row seat to the future of Singapore's digital economy & the bulls are already charging!😍😍😍🐂🐂🐂🌈🌈🌈💰💰💰 @Tiger_SG @Tiger_comments @TigerStars </

a - more room to spike

D both pull back due to the recent macro economic news with high volatility & valuation concerns for SGX & Keppel high technology stocks

Pick C) Both go up (STI momentum lifts all blue chips). Market sentiment seems cautiously bullish.