$Frencken(E28.SI)$ For 1Q26, the Group reported revenue of S$202.0 million and gross profit margin of 14.4%. Net profit attributable to equity holders of the Company (“PATMI”) for 1Q26 totalled S$8.0 million which included a foreign exchange loss of S$1.1 million. REVENUE ANALYSIS The Mechatronics Division’s revenue decreased 7.7% yoy to S$180.4 million in 1Q26. This was due mainly to lower revenue contributions from the semiconductor and analytical life sciences segments of Mechatronics Europe. The revenue performance of this division’s main business segments in 1Q26 is provided below: − Semiconductor segment’s revenue eased 7.0% yoy to S$98.8 million. Mechatronics Asia registered robust sales growth from its key front-end and back
$Singtel(Z74.SI)$ Nice breakout this morning at 4.90, looks rather bullish likely to rise higher towards 5.06. Pls dyodd. SingTel - FY results will be out on 21 May. Not sure will there be any increase in Final dividend. If dont have, then I think price may go lower. Chart wise, she had managed to bounce-off from 4.46 and closed higher at 4.69, looks like The Bull is in control! Will she be able to rise higher to reclaim 4.73 which is 20 days SMA and continue to rise further towards 4.89/4.90. Pls dyodd. She is heading down to test 4.40 level. Friday again, she closed lower at 4.81. Will she be able to bounce-off from the current price! If cannot, then we may see her falling down further towards 4.65, 4.5 than 4.40. Pls dyodd. SingTel - L
$AEM SGD(AWX.SI)$ Indeed it has pullback after hitting above 10.20 and retreated to close at 9.25. Lowered than previous day closing price of 9.91. Likely to see further retracing as the share price is still extremely over stretched! Pls dyodd. AEM - The Gapped up this morning plus continue to push it higher and closed all time high at 9.91, looks rather extremely over stretched. Likely to pullback! Pls dyodd. How deep is the pullback, nobody knows! AEM Reports Strong 1Q FY2026 Results Driven by AI/ HPC Production Ramp, Revises Revenue Guidance Upwards • 1Q2026 revenue increased 35.8% year-on-year to S$116.9 million • Profit before tax rose to S$17.8 million, with PBT margin expanding to 15.2% • Test Cell Solutions revenue grew 72.
$SingPost(S08.SI)$ S&P ratings seem not bad! SingPost reports FY25/26 earnings and outlines strategy ● FY25/26 Net Profit of S$60.9 million and Underlying Net Profit of S$10.7 million excluding exceptionals and derecognition of aged trade payables ● The Board recommends a final dividend of 0.06 cents per share and supplemental dividend of 0.41 cents per share ● The Group outlines strategy for sustainable growth. Group Performance and Financial Review For the financial year ended 31 March 2026, the Group recorded revenue of S$376.1 million, a decline of 23.1% YoY from S$489.1 million. Revenue was impacted by a 55.2% contraction in International revenue amidst a volatile global macroeconomic environment, as well as the continued decline
$Food Empire(F03.SI)$ Food Empire starts FY2026 strongly with double-digit revenue growth in 1Q2026; enhances liquidity with 1-for-5 bonus issue • Topline jumps 16.9% to US$159.7 million in 1Q2026 to register a record first quarter performance. This follows five consecutive years of record revenue from FY2021 to FY2025. • Central Asia and Russia segments deliver outstanding performance in 1Q2026. • New coffee-mix manufacturing facility in Kazakhstan to contribute positively in FY2026. The Group remains on a strong financial footing with a healthy balance sheet and net cash position as at 31 March 2026.
$AEM SGD(AWX.SI)$ AEM Reports Strong 1Q FY2026 Results Driven by AI/ HPC Production Ramp, Revises Revenue Guidance Upwards • 1Q2026 revenue increased 35.8% year-on-year to S$116.9 million • Profit before tax rose to S$17.8 million, with PBT margin expanding to 15.2% • Test Cell Solutions revenue grew 72.0% year-on-year, driven by AI/HPC production deployments • FY2026 revenue guidance raised by approximately 20% to S$550 million to S$600 million • Continued momentum from fabless AI/HPC customer and improving demand from PC/Foundry customer. Looks like finally can see their businesses turning around. Net profit increased 329.4% to 14+m vs 3.3m last year. The Company is back to net cash position of 56.5m. Tomorrow will the price Gappe
$AEM SGD(AWX.SI)$ AEM - Chart wise bullish mode. She is gaining strength likely to rise up to test 8.00 and above. Beyond 8.00, she may rise further higher towards 8.36 the recent high! A nice breakout smoothly at 8.36, she may continue to trend higher towards 9.00 and above. Pls dyodd.
$NTT DC REIT USD(NTDU.SI)$ NTT DC Reit - The FY results is out! DPU 5.56 cents is slightly higher than the projected y Dpu of 5.42. Occupancy rate of 95.1%. Gearing 29.2%. ICR 4.2x. positive rental reversion of 8.5%. Strong leasing momentum driven by steady demand ▪ Delivered robust rental reversion of +8.5% in FY25/26 and +13.7%(1) including NTT Singapore’s lease renewal ▪ Achieved a favourable outcome on the SG1 Master Services Agreement (MSA) renewal, securing a 23% rental uplift, 5% annual escalations and a 3-year lease term.
$Sembcorp Ind(U96.SI)$ Sembcorp Ind - After XD, price continues to trend lower, likely to go down to test 6.00 and below. Next, she may go down to test 5.87 than 5.80.Pls dyodd. Sembcorp Ind - Chart wise, looks like the simple moving average indicator has started to turning down, doesnt look good! She may go down to test 6.32. If unable to hold , she may go further downward to test 6.00 and below. XD 6th May 16 cents dividend. Do take note! Pls dyodd.
$UMS(558.SI)$ Ums- Net ROFIT LEAPS 43% TO S$14 MILLION ON A 20% RISE IN REVENUE OF S$69.4 MILLION. Interim dividend of 1 cents. I think good sets of financial numbers! Will the price react positively tomorrow! Pls dyodd. The Group’s bottom line surged in the first quarter of 2026 despite a dip in its gross material margin from 56% in 1QFY2025 to 53% in 1QFY2026, caused mainly by the lower USD/SGD exchange rate during the period under review. The Group's net attributable profit leapt 43% to S$14.0 million from S$9.8 million in 1QFY2025. Net profit also climbed 40% to S$14.2 million from S$10.1 million while pre-tax profit advanced 38% to S$15.7 million from S$11.4 million during the same period. Higher sales and a foreign exchange ga
$Singtel(Z74.SI)$ SingTel - FY results will be out on 21 May. Not sure will there be any increase in Final dividend. If dont have, then I think price may go lower. Chart wise, she had managed to bounce-off from 4.46 and closed higher at 4.69, looks like The Bull is in control! Will she be able to rise higher to reclaim 4.73 which is 20 days SMA and continue to rise further towards 4.89/4.90. Pls dyodd. She is heading down to test 4.40 level. Friday again, she closed lower at 4.81. Will she be able to bounce-off from the current price! If cannot, then we may see her falling down further towards 4.65, 4.5 than 4.40. Pls dyodd. SingTel - Last Friday closed at 4.88, down 8 cents from 4.96. Looks rather weak and she may continue to go do
$VICOM Ltd(WJP.SI)$ Operational Update for 1Q 2026 The Group delivered a strong performance in the first quarter of the year, underpinned by sustained demand across its core services in the first two months of the year. In March, however, demand for testing services in the Oil & Gas sector was impacted by the Middle East conflict. Installation activities under the ERP 2.0 OBU project also proceeded at a slower pace as most of the installation had already been completed. Overall, the Group’s performance remained resilient despite external headwinds, supported by its diversified service offerings. • Revenue ↑ $3.8m – Contributed by sustained demand across its core services as well as from the OBU installation under the ERP 2.0 OBU
$Venture(V03.SI)$ I think market seem to like the latest financial numbers. The price is up 11.1% to 18.32. Awesome. Venture - 1st quarter results update is out. Gross revenue is up 1.9 percent to 628.5m,Net profit of 56.3m. EPS 19.5 cents increased 0.9 percent. I think results is improving. Outlook In spite of US tariffs, distractions of geopolitical conflicts, USD weakness, sanctions and other impediments, the Venture Group achieved a turnaround in our 1Q 2026 financial performance, albeit with only a small year-on-year revenue increase, but one that is of significant importance. This is like new shoots sprouting in early spring. We expect these new shoots to grow in 2026. With existing customers and partners in our selected
$Frasers L&C Tr(BUOU.SI)$ Frasers Logistics & Commercial Trust Reports 1HFY26 DPU of 2.95 Singapore Cents Key Highlights Average portfolio rental reversions of +8.8% (incoming rent vs. outgoing rent basis) and +22.0% (average rent vs. average rent basis) achieved for the period from January to March 2026 Overall portfolio occupancy of 96.1% with a WALE of 4.9 years Healthy aggregate leverage of 33.7% as at 31 March 2026, with interest coverage ratio of 4.4 times. I think results is showing some improvement, hopefully, it will get better! XD 14th May 2026. FLCT reported revenue of S$238.9 million and Adjusted Net Property Income of S$167.0 million for 1HFY26, representing increases of 2.8% and 3.6% respectively, from S
$Venture(V03.SI)$ Venture - Tomorrow XD, 50 cents dividend. Share price has been stucked in the range of 16-16.60. Still unable to cross 17.00. Most of the Tech counters already rallies when will be your turn to perform . The selling seem to have more or less done, likely to see a rebound to rise up to test 15.60 than 16.00. Pls dyodd. Venture - 2nd Half results is out. 4th quarter Net profit is higher than last year!The Group registered net profit of S$227.0 million for FY2025. This translated to a healthy net margin of 9.0%. VENTURE REPORTS SEQUENTIAL QUARTER GROWTH AND PROPOSES FINAL DIVIDEND OF 50 CENTS PER SHARE, XD 5th May.Paydate 15 May. BRINGING FY2025 TOTAL DIVIDEND TO 80 CENTS PER SHARE • 4Q 2025 revenue and net profit ros
$Olam Group(VC2.SI)$ Olam Group - Nice breakout today plus managed to clear 1.11 level with ease and closed higher at 1.18, looks rather bullish. She may continue to trend higher towards 1.29.Pls dyodd. Hosey! Nice Gapped Up this morning! She is rising up to test 1.11 A nice crossing over with ease plus good volume we may see her rising up further towards 1.20 and above. Olam Group AGM , they are quite generous! Handling out $30 grocery voucher plus some of their products! This year also provide mee Siam, quite nice plus tea, coffee and Milo. Future dividend will be depending how OFi and other businesses perform plus the divestment proceeds to hand out as Special dividend. Olam Group - Gd news as it has manged to secure the regulat
$UIBREIT(UIBU.SI)$ UIBREIT - She is slowly recovering since IPO. Now trading at 84.5 cents, UOB KH upgrade to Buy with TP 1.16. IPO was 88 cents. Still need a few more cents to breakeven. Jia You! Projecting yield is about 8.2%. Likely see some buying interest. I think the assets are mostly located in Singapore, quite resilient plus no currency exchange issue. The other assets are located in Japan, need to monitor. Don't know when can payout first dividend. Yearly dividend is about 6.5-6.8 cents. Pls dyodd.
$Sembcorp Ind(U96.SI)$ Sembcorp Ind - Chart wise, looks like the simple moving average indicator has started to turning down, doesnt look good! She may go down to test 6.32. If unable to hold , she may go further downward to test 6.00 and below. XD 6th May 16 cents dividend. Do take note! Pls dyodd.