$SingPost(S08.SI)$ SingPost has reported operating profit of $4.1 million for 1QFY2027 ended June 30, up 55.2%. Revenue was down by 0.9% y-o-y to $93.4 million. Operating expenses saw a drop of 2.4% y-o-y to $89.3 million. SingPost Centre achieved 100% committed occupancy for both its office and retail space. Cash and cash equivalents increased to $664.4 million as at June 30, from $603.8 million as at March 31
I will take profit and rotate to another sector, since high market concentration means three local banks (DBS, OCBC, UOB) and SGX account for 95.2% of the STI's rally. The other 26 blue chips have largely flatlined... Any corrections from the banks will cause the STI to drop sharply.
$Keppel Reit(K71U.SI)$ KR posted a DPU of S$0.0261 for its first half ended June, -4% from S$0.0272 a y-y. This was due to an enlarged unit base for the distribution period. Distributable income from operations for the period stood at S$119.6 million, +25.2 %. Income including anniversary distribution of $10m is recorded at S$129.6 million, rising 22.8 % on the year from S$105.5 million. Xd: 5 Aug Payment date : 15 Sep
$SIA(C6L.SI)$ SIA 1Q -$76m Operating profit fell S$299 million to S$106 Revenue for Q1 +19.3 % to a record S$5.7 billion. Cargo revenue, +33.5% SIA group 1Q carried 10.9 million passengers +6.3 %. SIA Group PLF -0.5% to 87.1 %.
$ThaiBev(Y92.SI)$ ThaiBev said to consider selling KFC franchise business. ThaiBev is working with Bank of America Corp to gauge interest. The QSR of Asia Co, which also uses the abbreviation QSA to refer to itself, is a subsidiary of ThaiBev. ThaiBev acquired 240 KFC restaurants in 2017 for about 11.4 billion baht (US$340 million). QSA operates more than 500 restaurants nationwide, making it the largest KFC franchisee in Thailand
$CapLand Ascendas REIT(A17U.SI)$ CapitaLand Ascendas Reit is divesting Kim Chuan Telecommunications Complex, a 10-storey data centre, for about S$200.4 million to an unrelated third party. The sale consideration is more than double the S$100 million that Clar paid for the property at 38 Kim Chuan Road when it acquired it in March 2005. It also represents a premium of around 32% to the property’s independent market valuation of S$151.8 million as at end-June,
$Seatrium Ltd(5E2.SI)$ Seatrium transfers its first bit of energy from its floating lab to Singapore’s electricity grid. The lab is the world’s first remote-controlled floating platform for distributing energy resources. It was built in 2025 and was developed through a partnership between Seatrium and the Energy Market Authority that was announced in 2020. The generated electricity from the floating lab helps to power Seatrium’s Pioneer yard and meet its operational requirements. Extra electricity is then exported to the Singapore power grid. Seatrium estimates that the excess electricity can meet the monthly energy needs of around 1,500 four-room HDB households.
My word for the first half of 2026 is Recovery because I have managed to recover from a negative acc to a +36% I. 2026 H1. If I can choose the 2nd word, I will add Enjoying, because I made money from the volatile markets.