To The Moon

$AEM SGD(AWX.SI)$ surged +17.84% to S$9.84 today after reporting Q1 FY2026 net profit of S$14.347M, confirming a semiconductor equipment cycle recovery. Meanwhile $NTT DC REIT USD(NTDU.SI)$ — SGX's first pure-play data centre REIT — sits at S$1.02, barely off its July 2025 IPO price after releasing full-year results this week. Both companies are direct plays on AI infrastructure buildout. One ran 18%. The other didn't move. That gap is worth unpacking. AEM: From Intel Dependency to AI Chip Testing AEM builds semiconductor test handlers — precision equipment that validates chips before they ship. The company was badly hit in 2024 when Intel slashed capex, cratering AEM's order book. Q1 FY2026 net prof

I’m watching both $AEM SGD(AWX.SI)$ $NTT DC REIT USD(NTDU.SI)$ because they represent two very different AI infrastructure plays. Personally, I think AEM’s +18% surge shows the market is finally pricing in a real semiconductor equipment recovery after a difficult 2024. If AI accelerator & HBM demand keeps rising, AEM may still have more upside. For NTT DC REIT, the muted reaction also makes sense. REIT investors still focus heavily on DPU growth and interest rates, and elevated bond yields are limiting upside for the sector. The market likely wants clearer proof that AI demand can support stronger distributions before rewarding the stock with a higher valuation. Between them, I currently prefer

✈️✈️ $SIA(C6L.SI)$ has been dipping lower and lower into the pit. Its Net Profit for FY2026 declines by around 60%. It is likely to fall to $6.23. Anything below that would be disastrous. Analysts have downgraded it to ‘Sell’. Thanks for sharing @icycrystal @Tiger_SG

I’m cautiously positive on $SIA(C6L.SI)$ despite Brent crossing US$120. Fuel costs are clearly a major headwind, but SIA’s premium passenger base and Singapore’s safe-haven status could help offset some pressure through stronger business and premium cabin demand. Load factors staying resilient will also be an important sign of pricing power. For FY net profit, I expect a YoY decline mainly due to higher fuel costs and possible Air India-related impact. Still, SIA’s balance sheet and pricing power remain stronger than most airlines, so I don’t see this as a long-term problem. As for Air India, I see it as a long-term strategic bet on India’s aviation growth rather than a short-term earnings driver. The key thing I’ll watch this quarter is the

1. Fuel: 29% of costs, and oil just gained another 20% Fuel represents approximately 29% of SIA's total expenditure — the largest single cost line. The conversation in early April was about US$100 oil threatening aviation recovery. By late April, $Brent Last Day Financial - main 2607(BZmain)$ hit US$120+, the highest level since 2022. Even with hedging, rolling exposure will show up in the numbers. The full-year picture absorbs a cost base that shifted materially in the back half.

Can air line ask extra due fuel price increase?

1. No 2. Up 3. Long-term asset

Replying to @AN88:Why?? Wat crap u talking//@AN88:yes. net profit down.bad

1. Middle East demand helps yields, especially premium and cargo, but cannot fully offset oil at US$120. Fuel remains the dominant cost driver, so margins likely compress despite stronger traffic. 2. FY net profit likely down YoY. Demand is resilient, but higher fuel costs plus Air India losses and softer interest income are key drags. 3. Air India is a long-term strategic asset, not a near-term earnings driver. It gives exposure to India’s structural growth, but is currently dilutive with execution risk. I would price it as a long-duration option, valuable if turnaround succeeds, but a balance sheet drag for now.

If the intent is to hold long for $SIA(C6L.SI)$, then this is a good opportunity to gain some position. Event like such should have already been factor in their strategy plan since oil takes up at list 30% of their expenses. And, oil crisis is not new kid in the block. Once the crisis is over, I have confidence that it will spring and all pressure will disappear.

Singapore airlines good. it will slowly go up. don't scared l. buy and hold

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.

yes. net profit down.bad

$SIA(C6L.SI)$ at S$6.30 (+0.64%) today. Full-year results drop Thursday, May 14. The setup is unusually clean: the same Middle East conflict that's driving safe-haven wealth flows into Singapore is also pushing Brent crude above US$120/barrel — SIA's biggest cost and biggest tailwind are both being powered by the same geopolitical event, in opposite directions. Keypoints to watch for earnings 1. Fuel: 29% of costs, and oil just gained another 20% Fuel represents approximately 29% of SIA's total expenditure — the largest single cost line. The conversation in early April was about US$100 oil threatening aviation recovery. By late April, $Brent Last Day Financial - main 2607(BZmain)$ hit US$120+, the h

$AEM SGD(AWX.SI)$ surged +17.84% to S$9.84 today after reporting Q1 FY2026 net profit of S$14.347M, confirming a semiconductor equipment cycle recovery. Meanwhile $NTT DC REIT USD(NTDU.SI)$ — SGX's first pure-play data centre REIT — sits at S$1.02, barely off its July 2025 IPO price after releasing full-year results this week. Both companies are direct plays on AI infrastructure buildout. One ran 18%. The other didn't move. That gap is worth unpacking. AEM: From Intel Dependency to AI Chip Testing AEM builds semiconductor test handlers — precision equipment that validates chips before they ship. The company was badly hit in 2024 when Intel slashed capex, cratering AEM's order book. Q1 FY2026 net prof

I’m watching both $AEM SGD(AWX.SI)$ $NTT DC REIT USD(NTDU.SI)$ because they represent two very different AI infrastructure plays. Personally, I think AEM’s +18% surge shows the market is finally pricing in a real semiconductor equipment recovery after a difficult 2024. If AI accelerator & HBM demand keeps rising, AEM may still have more upside. For NTT DC REIT, the muted reaction also makes sense. REIT investors still focus heavily on DPU growth and interest rates, and elevated bond yields are limiting upside for the sector. The market likely wants clearer proof that AI demand can support stronger distributions before rewarding the stock with a higher valuation. Between them, I currently prefer

✈️✈️ $SIA(C6L.SI)$ has been dipping lower and lower into the pit. Its Net Profit for FY2026 declines by around 60%. It is likely to fall to $6.23. Anything below that would be disastrous. Analysts have downgraded it to ‘Sell’. Thanks for sharing @icycrystal @Tiger_SG

I’m cautiously positive on $SIA(C6L.SI)$ despite Brent crossing US$120. Fuel costs are clearly a major headwind, but SIA’s premium passenger base and Singapore’s safe-haven status could help offset some pressure through stronger business and premium cabin demand. Load factors staying resilient will also be an important sign of pricing power. For FY net profit, I expect a YoY decline mainly due to higher fuel costs and possible Air India-related impact. Still, SIA’s balance sheet and pricing power remain stronger than most airlines, so I don’t see this as a long-term problem. As for Air India, I see it as a long-term strategic bet on India’s aviation growth rather than a short-term earnings driver. The key thing I’ll watch this quarter is the

$SIA(C6L.SI)$ at S$6.30 (+0.64%) today. Full-year results drop Thursday, May 14. The setup is unusually clean: the same Middle East conflict that's driving safe-haven wealth flows into Singapore is also pushing Brent crude above US$120/barrel — SIA's biggest cost and biggest tailwind are both being powered by the same geopolitical event, in opposite directions. Keypoints to watch for earnings 1. Fuel: 29% of costs, and oil just gained another 20% Fuel represents approximately 29% of SIA's total expenditure — the largest single cost line. The conversation in early April was about US$100 oil threatening aviation recovery. By late April, $Brent Last Day Financial - main 2607(BZmain)$ hit US$120+, the h

1. Fuel: 29% of costs, and oil just gained another 20% Fuel represents approximately 29% of SIA's total expenditure — the largest single cost line. The conversation in early April was about US$100 oil threatening aviation recovery. By late April, $Brent Last Day Financial - main 2607(BZmain)$ hit US$120+, the highest level since 2022. Even with hedging, rolling exposure will show up in the numbers. The full-year picture absorbs a cost base that shifted materially in the back half.

1. Middle East demand helps yields, especially premium and cargo, but cannot fully offset oil at US$120. Fuel remains the dominant cost driver, so margins likely compress despite stronger traffic. 2. FY net profit likely down YoY. Demand is resilient, but higher fuel costs plus Air India losses and softer interest income are key drags. 3. Air India is a long-term strategic asset, not a near-term earnings driver. It gives exposure to India’s structural growth, but is currently dilutive with execution risk. I would price it as a long-duration option, valuable if turnaround succeeds, but a balance sheet drag for now.

Can air line ask extra due fuel price increase?

If the intent is to hold long for $SIA(C6L.SI)$, then this is a good opportunity to gain some position. Event like such should have already been factor in their strategy plan since oil takes up at list 30% of their expenses. And, oil crisis is not new kid in the block. Once the crisis is over, I have confidence that it will spring and all pressure will disappear.

Replying to @AN88:Why?? Wat crap u talking//@AN88:yes. net profit down.bad

1. No 2. Up 3. Long-term asset

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.

Singapore airlines good. it will slowly go up. don't scared l. buy and hold

yes. net profit down.bad