SG Earnings Season Wrap-Up: Who Stands Out, Who Falls Short?
Today, Singtel announced a final dividend of S$0.10 per share and launched its first-ever share buyback programme of up to S$2 billion, driving a 4% increase in its stock price.
Singtel reported a fourfold jump in full-year net profit to S$4.02 billion, primarily due to S$1.55 billion in net exceptional gains (mainly from the partial sale of its Comcentre headquarters). However, core net profit excluding one-off items rose only 9% to S$2.47 billion.
CEO Yuen Kuan Moon stated that through asset recycling and optimizing capital structure, the company is able to return more value to shareholders. The share buyback initiative, together with the enhanced dividend policy, underscores the company’s commitment to improving total shareholder returns.
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?
Click to learn more about previous SG earnings discussion!
SingPost’s Profit Turns Negative What's Your Bottom-Fishing Price?
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Keppel Earnings Tomorrow: Are REIT Signals Pointing to Growth?
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whoopppeee... $Singtel(Z74.SI)$ giving [USD] [USD] [USD] [Happy] [Happy] [Happy] [Miser] [Miser] [Miser] most REITS however is trending down [Angry] [Angry] [Angry] got to hang on and take it as an opportunity to buy more [Sly] [Sly] [Sly]
Singtel reported a fourfold jump in full-year net profit to S$4.02 billion, primarily due to S$1.55 billion in net exceptional gains (mainly from the partial sale of its Comcentre headquarters). However, core net profit excluding one-off items rose only 9% to S$2.47 billion.
Which company stood out during this round of earnings?
And which company flashed warning signs?
leave your comments on this post to win tiger coins~
On the other hand, SingPost $SingPost(S08.SI)$ raised concerns with its swing to a negative profit. Rising costs and ongoing restructuring efforts continue to weigh on results. Unless there’s a clear turnaround plan, I’d only consider bottom-fishing around S$0.35, depending on future guidance.
Overall, it’s been a mixed season—DBS $DBS Group Holdings(D05.SI)$ remains a standout, while Sea’s $Sea Ltd(SE)$ gaming unit shows promise. The gap between Singtel’s strength and SingPost’s challenges highlights the importance of focusing on fundamentals and capital efficiency.
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相较之下，Keppel Corporation 就显得有些疲软。虽然近年来集团积极向“资产轻”模式转型，并试图重塑为可持续基础设施及投资平台，但从最新财报来看，利润结构依旧波动较大，特别是地产与新能源板块的贡献远低于市场预期。同时，部分资产剥离后的协同效应尚未显现，使得市场对其长期盈利模型仍存疑虑。在我看来，这是一个值得投资者留意的“橙色信号”。
整体而言，ST Engineering脱颖而出，而Keppel则释放了谨慎的信号。在这个财报季中，真正具备长期增长确定性的企业，才值得我们坚定持有。