Question 1: Will SIA and Genti-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Question 1: Will SIA and Genting Singapore Benefit from the Tourism Industry?

Yes, but with risks.

-SIA (Singapore Airlines)

Tailwinds: Surging air travel demand (Asia-Pacific int'l traffic at ~90% of pre-pandemic levels), premium cabin demand, and elevated cargo rates. Strategic partnerships (e.g., Air India) expand reach.

Risks:High fuel costs, potential overcapacity in regional markets (e.g., Chinese airlines), and geopolitical tensions disrupting routes.

Genting Singapore (Resorts World Sentosa):

Tailwinds:Strong return of Chinese tourists (post visa relaxations), luxury-focused offerings, and non-gaming revenue (events, attractions). Singapore’s "tourism tax" reinvestment boosts infrastructure.

Risks: Regional competition (Macau, Thailand casinos), slower-than-expected Chinese spending recovery.

Question 2: Will Earnings This Week Continue the Upward Momentum?

It s possible.

Positive Catalysts

Consumer/Travel: Companies like SATS (aviation services) or Hotel Properties Ltd. may surprise on pent-up travel spending.

Commodities/Industrials:Wilmar International could benefit from stabilizing palm oil prices; Sembcorp Industries may see renewable energy project wins.

Headwinds:

Tech/Exporters: Venture Corp. or UMS Holdings face softer global semiconductor demand.

Banks: DBS/OUB/UOB margins may peak as rate hikes pause; watch for NPL risks from China exposure.

Wildcard:Fed policy hints (July 26) and China stimulus news could sway sentiment.

Question 3: Which SGX Company Do You Favor Most Based on Current Trends?

Sembcorp Industries (U96)

Why?

1. Green Energy Pivot: 60% of earnings from renewables (solar, wind, hydrogen); targets 10GW renewable capacity by 2025 (vs. 4.6GW in 2022).

2. ASEAN Growth: Key player in Vietnam/India energy transitions; $2.1B order book (2023) for infrastructure projects.

3. Catalysts: Stronger FY23 earnings (to be reported Aug 3), potential inclusion in ESG-focused funds.

Alternatives:

Keppel Corp (BN4):Asset monetization (e.g., China data centres) and offshore wind projects.

ST Engineering (S63):Defense spending tailwinds (cybersecurity, aerospace).

Monitor SIA’s passenger yield data (Aug2 earning) and Genting’s VIP gaming volume. For earnings momentum, focus on sectors with pricing power (utilities, healthcare) over cyclical tech. Sembcorp offers structural growth aligned with Asia’s decarbonization push.

SG Stocks Climb After Earnings: Who Can Keep It Up?

As Singapore's earnings season is wrapping up over the next two weeks, Which company stood out during this round of earnings? And which company flashed warning signs?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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windy00
02-20
windy00
Sembcorp Industries surged a lot in 2022 and 2023, but lagged behind in 2024. So is now the time to shine?

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Strategic partnerships (e.g., Air India) expand reach.</p>\n<p>Risks:High fuel costs, potential overcapacity in regional markets (e.g., Chinese airlines), and geopolitical tensions disrupting routes.</p>\n<p>Genting Singapore (Resorts World Sentosa):</p>\n<p>Tailwinds:Strong return of Chinese tourists (post visa relaxations), luxury-focused offerings, and non-gaming revenue (events, attractions). Singapore’s \"tourism tax\" reinvestment boosts infrastructure.</p>\n<p>Risks:&nbsp;Regional competition (Macau, Thailand casinos), slower-than-expected Chinese spending recovery.</p>\n<p>Question 2: Will Earnings This Week Continue the Upward Momentum?&nbsp;</p>\n<p>It s possible.&nbsp;</p>\n<p>Positive Catalysts</p>\n<p>Consumer/Travel:&nbsp;Companies like SATS (aviation services) or Hotel Properties Ltd. may surprise on pent-up travel spending.</p>\n<p>Commodities/Industrials:Wilmar International could benefit from stabilizing palm oil prices; Sembcorp Industries may see renewable energy project wins.</p>\n<p>Headwinds:</p>\n<p>Tech/Exporters:&nbsp;Venture Corp. or UMS Holdings face softer global semiconductor demand.</p>\n<p>Banks:&nbsp;DBS/OUB/UOB margins may peak as rate hikes pause; watch for NPL risks from China exposure.</p>\n<p>Wildcard:Fed policy hints (July 26) and China stimulus news could sway sentiment.</p>\n<p>Question 3: Which SGX Company Do You Favor Most Based on Current Trends?</p>\n<p>&nbsp;Sembcorp Industries (U96)</p>\n<p>Why?</p>\n<p>1. 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Sembcorp offers structural growth aligned with Asia’s decarbonization push.</p></body></html>","htmlText":"<html><head></head><body><p>Question 1: Will SIA and Genting Singapore Benefit from the Tourism Industry?</p>\n<p>Yes, but with risks.</p>\n<p>-SIA (Singapore Airlines)</p>\n<p>Tailwinds: Surging air travel demand (Asia-Pacific int'l traffic at ~90% of pre-pandemic levels), premium cabin demand, and elevated cargo rates. Strategic partnerships (e.g., Air India) expand reach.</p>\n<p>Risks:High fuel costs, potential overcapacity in regional markets (e.g., Chinese airlines), and geopolitical tensions disrupting routes.</p>\n<p>Genting Singapore (Resorts World Sentosa):</p>\n<p>Tailwinds:Strong return of Chinese tourists (post visa relaxations), luxury-focused offerings, and non-gaming revenue (events, attractions). Singapore’s \"tourism tax\" reinvestment boosts infrastructure.</p>\n<p>Risks:&nbsp;Regional competition (Macau, Thailand casinos), slower-than-expected Chinese spending recovery.</p>\n<p>Question 2: Will Earnings This Week Continue the Upward Momentum?&nbsp;</p>\n<p>It s possible.&nbsp;</p>\n<p>Positive Catalysts</p>\n<p>Consumer/Travel:&nbsp;Companies like SATS (aviation services) or Hotel Properties Ltd. may surprise on pent-up travel spending.</p>\n<p>Commodities/Industrials:Wilmar International could benefit from stabilizing palm oil prices; Sembcorp Industries may see renewable energy project wins.</p>\n<p>Headwinds:</p>\n<p>Tech/Exporters:&nbsp;Venture Corp. or UMS Holdings face softer global semiconductor demand.</p>\n<p>Banks:&nbsp;DBS/OUB/UOB margins may peak as rate hikes pause; watch for NPL risks from China exposure.</p>\n<p>Wildcard:Fed policy hints (July 26) and China stimulus news could sway sentiment.</p>\n<p>Question 3: Which SGX Company Do You Favor Most Based on Current Trends?</p>\n<p>&nbsp;Sembcorp Industries (U96)</p>\n<p>Why?</p>\n<p>1. 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Yes, but with risks. -SIA (Singapore Airlines) Tailwinds: Surging air travel demand (Asia-Pacific int'l traffic at ~90% of pre-pandemic levels), premium cabin demand, and elevated cargo rates. Strategic partnerships (e.g., Air India) expand reach. Risks:High fuel costs, potential overcapacity in regional markets (e.g., Chinese airlines), and geopolitical tensions disrupting routes. Genting Singapore (Resorts World Sentosa): Tailwinds:Strong return of Chinese tourists (post visa relaxations), luxury-focused offerings, and non-gaming revenue (events, attractions). Singapore’s \"tourism tax\" reinvestment boosts infrastructure. Risks: Regional competition (Macau, Thailand casinos), slower-than-expected Chinese spending recovery. Question 2: Will Earnings This Week Continue the Upward Momentum? It s possible. Positive Catalysts Consumer/Travel: Companies like SATS (aviation services) or Hotel Properties Ltd. may surprise on pent-up travel spending. Commodities/Industrials:Wilmar International could benefit from stabilizing palm oil prices; Sembcorp Industries may see renewable energy project wins. Headwinds: Tech/Exporters: Venture Corp. or UMS Holdings face softer global semiconductor demand. Banks: DBS/OUB/UOB margins may peak as rate hikes pause; watch for NPL risks from China exposure. Wildcard:Fed policy hints (July 26) and China stimulus news could sway sentiment. Question 3: Which SGX Company Do You Favor Most Based on Current Trends? Sembcorp Industries (U96) Why? 1. Green Energy Pivot: 60% of earnings from renewables (solar, wind, hydrogen); targets 10GW renewable capacity by 2025 (vs. 4.6GW in 2022). 2. ASEAN Growth: Key player in Vietnam/India energy transitions; $2.1B order book (2023) for infrastructure projects. 3. Catalysts: Stronger FY23 earnings (to be reported Aug 3), potential inclusion in ESG-focused funds. Alternatives: Keppel Corp (BN4):Asset monetization (e.g., China data centres) and offshore wind projects. ST Engineering (S63):Defense spending tailwinds (cybersecurity, aerospace). Monitor SIA’s passenger yield data (Aug2 earning) and Genting’s VIP gaming volume. For earnings momentum, focus on sectors with pricing power (utilities, healthcare) over cyclical tech. 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