For $SGX(S68.SI)$ , expectations are undeniably high, but volume expansion ahead of earnings suggests positioning rather than distribution. As long as derivatives activity and data services show steady growth, the market may be willing to defend the premium valuation, at least in the near term.
For $Keppel(BN4.SI)$ , the AI infrastructure angle is gaining credibility. While Bifrost may not move near-term earnings, it reinforces the asset-light, digital infra story, and markets often re-rate on narrative validation before numbers fully show up. In a strong tape, both can make post-earnings highs — even if fundamentals drive them on different timelines.
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