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    • Tiger_SGTiger_SG
      ·05-12 21:14

      SIA Earnings Preview: Is Middle-East Demand Strong Enough to Offset $100 Oil?

      $SIA(C6L.SI)$ 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
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      SIA Earnings Preview: Is Middle-East Demand Strong Enough to Offset $100 Oil?
    • L1324L1324
      ·18:44
      Can air line ask extra due fuel price increase?
      7Comment
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    • LionelZycLionelZyc
      ·12:41
      1. No 2. Up 3. Long-term asset
      1Comment
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    • Coldastone17Coldastone17
      ·12:36
      Replying to @AN88:Why?? Wat crap u talking//@AN88:yes. net profit down.bad
      28Comment
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    • LanceljxLanceljx
      ·09:28
      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.
      9Comment
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    • money来5207418money来5207418
      ·07:33
      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.
      703Comment
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    • highhandhighhand
      ·06:46
      Singapore airlines good. it will slowly go up. don't scared l. buy and hold
      85Comment
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    • Star in the SkyStar in the Sky
      ·06:25
      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.
      314Comment
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    • AN88AN88
      ·05:00
      yes. net profit down.bad
      11Comment
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    • Tiger_SGTiger_SG
      ·05-12 21:14

      SIA Earnings Preview: Is Middle-East Demand Strong Enough to Offset $100 Oil?

      $SIA(C6L.SI)$ 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
      11.70K11
      Report
      SIA Earnings Preview: Is Middle-East Demand Strong Enough to Offset $100 Oil?
    • L1324L1324
      ·18:44
      Can air line ask extra due fuel price increase?
      7Comment
      Report
    • LanceljxLanceljx
      ·09:28
      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.
      9Comment
      Report
    • Coldastone17Coldastone17
      ·12:36
      Replying to @AN88:Why?? Wat crap u talking//@AN88:yes. net profit down.bad
      28Comment
      Report
    • LionelZycLionelZyc
      ·12:41
      1. No 2. Up 3. Long-term asset
      1Comment
      Report
    • money来5207418money来5207418
      ·07:33
      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.
      703Comment
      Report
    • Star in the SkyStar in the Sky
      ·06:25
      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.
      314Comment
      Report
    • highhandhighhand
      ·06:46
      Singapore airlines good. it will slowly go up. don't scared l. buy and hold
      85Comment
      Report
    • AN88AN88
      ·05:00
      yes. net profit down.bad
      11Comment
      Report