SIA Is Expanding While Jet Fuel Has Doubled. Should You Be Worried About the Dividend? | EP1646🦖

The Investing Iguana

SIA Is Expanding While Jet Fuel Has Doubled. Should You Be Worried About the Dividend? | EP1646🦖

Jet fuel has doubled, SIA is ordering more planes, and yet the dividend yield still shows around 5 to 6 percent on your screen. That combination is what bothered me. When I dug into the hedge levels and the profit squeeze per flight, it stopped looking like a simple “national champion” story and started looking like a stress test for anyone using SIA as a retirement pay cheque.

If you are parking S$50,000 in SIA for income, that 5.58 percent headline yield only makes sense if today’s dividend survives the fuel shock and the next few earnings cycles. In this episode, I walk through how much of the fuel bill is actually hedged, why the widebody expansion can flip from strength to weakness, and what a cut to around thirty cents per share would do to your annual payout versus just leaving the same money in CPF SA. It is not about predicting the share price, it is about deciding whether this dividend still clears your personal safety bar as a CPF-style income alternative.

📺 YouTube: https://youtu.be/F-oVbQtEKkM

📩 Substack:https://investingiguana.com/p/sia-is-expanding-while-jet-fuel-has

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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