$ThaiBev(Y92.SI)$   ThaiBev H1 profit falls 3.2% to S$559.5 million on impairment loss from the discontinued operations of a joint venture. 🙏 Excluding this one-off loss, the group’s attributable profit from normal business operations would have increased 8.5% year on year to 16 billion baht.💰💰 Revenue for the half-year fell 2.5% to 173.2 billion baht. Dividend : 0.15 baht💰 Payout: 12 Jun

$SIA(C6L.SI)$   let's read deep into the results.... 1) H2 profit ended March -56% 💭 2) At the operating level, the group’s profit also hit a high of S$1.6 billion, +72%.💰💰💰 For the full year, the airline group’s net profit S$1.2 billion.🎉🎉🎉 3) high fuel concerns.🫨 4 Air India ( big) headache..💩

$SIA(C6L.SI)$   SIA H2 profit ended March -56% year on year to S$945.5 million. This is due to absence of a one-off, non-cash accounting gain of S$1.1 billion. SIA posted a record revenue of S$10.8 billion for H2 FY2026, + 8% year on year. At the operating level, the group’s profit also hit a high of S$1.6 billion, +72%. For the full year, the airline group’s net profit S$1.2 billion.

$AEM SGD(AWX.SI)$   AEM Holdings has reported earnings of $14.35 million for its 1QFY2026, a 329.4% y-o-y jump,  on the back of a 35% increase in revenue to $116.9 million, as it fulfilled more orders from its key customers. AEM has raised its GY2026 revenue guidance by around a fifth to $550 million to $600 million.

$Kep Infra Tr(A7RU.SI)$   Keppel Infrastructure Trust Q1 distributable income down 17.3% at S$53.7 million. Distributable income for the energy transition segment rose 19.7% y-y to S$46.5 million. Distributable income for the environmental services segment +8.9% y-y to S$7.1 million. The distribution and storage segment posted a -9.7% in distributable income to S$21.3 million. KIT’s industrial infrastructure business Ixom reported FFO of S$16.6 million for (-6% ) Q1. Net gearing 41.9 %.

$Kimly(1D0.SI)$   Coffeeshop chain Kimly's revenue for 1HFY2026 was up 1.3% y-o-y to $161.4 million with contributions from newly acquired coffeeshops and stalls. With better margins, the company was able to report earnings of $16.4 million, an increase of 10.6% for the same half year ended March. As at March 31, it held some $65.1 million in cash. Dividend :0.01

$Genting Sing(G13.SI)$   Genting Singapore's revenue for its 1QFY2026 ended March -3% y-o-y to $607.6 million.  Earnings - 55% to $65.2 million, on higher costs. Gaming revenue was down 8% in the quarter to $403.4 million. Non-gaming revenue was up 8% to $204 million.

The high oil prices won't affect SIA for now.But if the situation drags on for another 3 to 6 months, it will affect SIA profit. For the FY results, I predict that revenue+5% y-y Profit+ $1012m.

$UMS(558.SI)$   UMS posted a 43% surge in earnings to S$14 million for its first quarter ended Mar 31> Revenue grew 20 % on the year to S$69.4 million from S$57.7 million. UMS Integration said that all key markets geographically reported higher revenue in Q1, with strong double digit growth, except for the US market, which recorded a 12% decline in sales amid lower semiconductor and aerospace component shipments> Dividend : S$0.01

$Singtel(Z74.SI)$   Capital Group raised its deemed stake in SingTel via a market purchase of 19,314,800 voting shares. Average consideration was SGD 4.67 per share. Total deemed interest increased to 837,947,249 shares, representing 5.1% of issued shares, from 818,632,449 shares, or 4.98%..

OCBC will close at 21.66 UOB will close at 36.2 OCBC won't be able to match DBS wealth management fees.

No, I won't buy a car as for now. Not only because of the " super " high COE, but also the whole job market is very unstable.. Many companies are retrenching staff. Job security should be the number 1 thing we need to think about. Keep cash, at least 2 years of your current salary.

$StarHub(CC3.SI)$   StarHub Q1 net profit tumbles 81.3% to S$5.9 million as consumer business slides across the board Revenue down 6.1% to S$507.3 million; service margin also squeezed. The consumer business logged declines across the board, as revenue fell 10,% to S$228.6 million for the quarter, from S$254 million previously.  Revenue for the enterprise business similarly fell 4.8 per cent to S$139.4 million

$SATS(S58.SI)$   Sats acquires additional 40% stake in China aviation meal producer for 312.6 million yuan ($58m) The move will let the group capitalise on Chinese airlines’ increasing adoption of frozen food. This brings Sats’ total shareholding in Nanjing Weizhou Airline Food Corporation (NWA) to 90 per cent, following its initial investment for 50 per cent ownership in 2019, allowing the group to consolidate operational control over the business. Since that initial capital injection, Sats noted that NWA has more than doubled its revenue as Chinese carriers accelerated their adoption of frozen meals in domestic operations.

$Cent Accom REIT(8C8U.SI)$   8C8U posted net property income of S$37.5 million for the first quarter ended Mar 31.  This is up 2.4% from its prospectus forecast of S$36.6 million, according to the bourse filing.  Revenue stood at S$52.5 million for the period, 2.7 per cent higher than the projected S$51.1 million. 

$Kep Infra Tr(A7RU.SI)$   Keppel Infrastructure Trust to acquire another 39% stake in Jurong Island power plant for S$128.1 million. The transaction will increase KIT’s aggregate interest in the 1,300 megawatt (MW) facility to 90 % The proposed transaction is to be funded by a combination of internal sources of funds or external borrowing, or possibly both.☕☕

$OCBC Bank(O39.SI)$   OCBC has agreed to acquire the assets and liabilities of HSBC’s retail and wealth management operations in Indonesia through its subsidiary, Bank OCBC NISP Tbk,  The deal is expected to add S$6.6 billion in OCBC Indonesia’s assets under management (AUM), comprising S$4.3 billion of customers’ investments in mutual funds and bonds, as well as insurances and customer deposits of S$2.3 billion A customer retail loan book of S$0.3 billion will also be transferred to OCBC Indonesia

I don't SIA is in the recovery phase.. Air India and the wars are affecting SIA profit. OCBC is positioning itself as the next Asian power. Singtel outlook will be good if it successfully unloaded Optus.

$AEM SGD(AWX.SI)$   JP Morgan, which has rapidly built a substantial stake in AEM Holdings in a series of transactions since the middle of March, has partially taken profit, as the share price reaches new highs. JP Morgan sold nearly 1.58 million shares for around $8.6 million. Following which, the US bank is left with around 22.24 million shares, equivalent to 6.99%, down from 7.565%.

I prefer to wait for a major pullback. The commodity and travel sectors will catch up.But travel sector will move at a slower pace.