To The Moon

🌟🌟🌟My answer is B) Keppel $Keppel(BN4.SI)$ - Keppel has officially traded its hard hat for a silicon cape & the market is absolutely loving in!  By pivoting from traditional assets into a high octane AI infrastructure powerhouse, Keppel is rewriting its entire DNA.  With the Bifrost subsea cable narrative acting as a massive digital tailwind, Keppel is primed for a major re rating. Keppel isn't just a Buy.  It is a front row seat to the future of Singapore's digital economy & the bulls are already charging!😍😍😍🐂🐂🐂🌈🌈🌈💰💰💰 @Tiger_SG @Tiger_comments @TigerStars </

a - more room to spike

D both pull back due to the recent macro economic news with high volatility & valuation concerns for SGX & Keppel high technology stocks

Pick C) Both go up (STI momentum lifts all blue chips). Market sentiment seems cautiously bullish.

sgx too high valuation. I suspect fall.

I’m going with C — both go up 📈. The STI just printed a fresh intraday high, and when index momentum is strong, large-cap names reporting earnings tend to benefit from passive and rotational flows, regardless of individual narratives. 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 Bifros

Is good for both to have some pullback... no stock will rise forever

The regrouping of Temasek Group in April will probably heighten Keppel to further sharpen her focus on investments and divestments.

As the Straits Times Index (STI) recently hit a new intraday high, market attention is now locked on two major Singapore blue chips reporting earnings on 5 Feb 2026: SGX Group and Keppel Ltd. 1) $SGX(S68.SI)$: High Valuation, Even Higher Expectations SGX is set to report earnings on 5 Feb. As of 3 Feb 2026 (intraday), the stock traded at S$18.13, up +2.84%, with volume surging to 3.37M shares — significantly above its usual average. The market is clearly positioning for a strong print. EPS (previous period): S$0.60 Strong profitability: Gross margin at 74.31%, net margin at 47.28% Solid cash flow: Operating cash flow per share at S$0.81, comfortably supporting its S$0.39 dividend per share Valuation & Risk SGX is currently trading at a meani

With earnings season in full swing, Singapore Exchange (SGX) and Keppel Corporation are two stocks that have garnered significant attention from investors. Both companies have reported strong results, driven by improving market conditions and strategic initiatives. SGX: The exchange operator has benefited from increased trading activity, particularly in the derivatives segment. Its efforts to expand its product offerings and enhance its trading platform have yielded positive results. SGX's dividend yield remains attractive, making it a favorite among income-seeking investors. Keppel: The conglomerate has seen a significant turnaround in its offshore and marine business, driven by improving oil prices and a rebound in demand for rig-building services. Keppel's property and infrastructure se

This week's SGX earnings season only reminded the let go of Netlink due to cash flow and missed rounds of dividends with capital appreciation.

One-Sentence Review: Mapletree Logistics Trust's (M44U.SG) latest quarterly results showed a moderation in China's drag on rental growth, though the outlook in Eastern China remains challenging due to elevated vacancy and soft consumer spending, supporting analyst views of potential distribution growth ahead.

🌟🌟🌟 $CapLand Ascott T(HMN.SI)$ , the largest lodging & accommodation SReit in Asia Pacific, delivered a steady, quiet confident set of results this week - the kind that feels less than fireworks and more like a warm reminder that resilience, global recovery and patient compounding are still very much alive. @Tiger_SG @TigerStars @Tiger_comments @TigerClub @

Seems like both MT were trying to pivot too, and I was surprised it looked so bad, their fundamentals look right though. There is still time to adjust to the lower interest rates, so that would be the easy lever to pull. It would also be wise to look to get ahead of their remaining tenancies and lock up the leases to calm the nerves of investors (I recall that one of the two had an average of less than 3 years which sounds shaky). It is also worrying that their DPUs are dropping, while in contrast OUE is going up. Undoubtedly, OUE emerged as the dark horse, +8.3% is impressive, totally unexpected.

$Frasers L&C Tr(BUOU.SI)$ has been going up for a few weeks but is retracing now and primed for a buy!

This week’s SGX earnings felt like a real stress test for S-REIT investors. $OUEREIT(TS0U.SI)$ stood out as the dark horse—FY DPU up 8.3% with a strong 2H rebound shows the deleveraging strategy is working. An 18% cut in interest expenses and asset pruning is exactly what I want to see in this rate environment. On the other hand, the Mapletree duo $Mapletree Ind Tr(ME8U.SI)$ $Mapletree Log Tr(M44U.SI)$ tested my patience. DPU declines at MLT and MIT weren’t operational—occupancy is still solid—but driven by forex pressure and high rates. I’m not shaken on fund

This week’s SGX earnings season is incredibly busy, featuring: $Mapletree Log Tr(M44U.SI)$ , $OUEREIT(TS0U.SI)$ , $Mapletree Ind Tr(ME8U.SI)$ , $CapLand Ascott T(HMN.SI)$ , $Micro-Mechanics(5DD.SI)$ , $NetLink NBN Tr(CJLU.SI)$ , $StarhillGbl Reit(P40U.SI)$ , $CDL HTrust(J85.SI)$ , $Keppel DC Reit(AJBU.SI)$ , and $Mapletree PanAsia Com T

As the Straits Times Index (STI) recently hit a new intraday high, market attention is now locked on two major Singapore blue chips reporting earnings on 5 Feb 2026: SGX Group and Keppel Ltd. 1) $SGX(S68.SI)$: High Valuation, Even Higher Expectations SGX is set to report earnings on 5 Feb. As of 3 Feb 2026 (intraday), the stock traded at S$18.13, up +2.84%, with volume surging to 3.37M shares — significantly above its usual average. The market is clearly positioning for a strong print. EPS (previous period): S$0.60 Strong profitability: Gross margin at 74.31%, net margin at 47.28% Solid cash flow: Operating cash flow per share at S$0.81, comfortably supporting its S$0.39 dividend per share Valuation & Risk SGX is currently trading at a meani

🌟🌟🌟My answer is B) Keppel $Keppel(BN4.SI)$ - Keppel has officially traded its hard hat for a silicon cape & the market is absolutely loving in!  By pivoting from traditional assets into a high octane AI infrastructure powerhouse, Keppel is rewriting its entire DNA.  With the Bifrost subsea cable narrative acting as a massive digital tailwind, Keppel is primed for a major re rating. Keppel isn't just a Buy.  It is a front row seat to the future of Singapore's digital economy & the bulls are already charging!😍😍😍🐂🐂🐂🌈🌈🌈💰💰💰 @Tiger_SG @Tiger_comments @TigerStars </

D both pull back due to the recent macro economic news with high volatility & valuation concerns for SGX & Keppel high technology stocks

With earnings season in full swing, Singapore Exchange (SGX) and Keppel Corporation are two stocks that have garnered significant attention from investors. Both companies have reported strong results, driven by improving market conditions and strategic initiatives. SGX: The exchange operator has benefited from increased trading activity, particularly in the derivatives segment. Its efforts to expand its product offerings and enhance its trading platform have yielded positive results. SGX's dividend yield remains attractive, making it a favorite among income-seeking investors. Keppel: The conglomerate has seen a significant turnaround in its offshore and marine business, driven by improving oil prices and a rebound in demand for rig-building services. Keppel's property and infrastructure se

a - more room to spike

I’m going with C — both go up 📈. The STI just printed a fresh intraday high, and when index momentum is strong, large-cap names reporting earnings tend to benefit from passive and rotational flows, regardless of individual narratives. 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 Bifros

Pick C) Both go up (STI momentum lifts all blue chips). Market sentiment seems cautiously bullish.

Is good for both to have some pullback... no stock will rise forever

sgx too high valuation. I suspect fall.

The regrouping of Temasek Group in April will probably heighten Keppel to further sharpen her focus on investments and divestments.

This week’s SGX earnings season is incredibly busy, featuring: $Mapletree Log Tr(M44U.SI)$ , $OUEREIT(TS0U.SI)$ , $Mapletree Ind Tr(ME8U.SI)$ , $CapLand Ascott T(HMN.SI)$ , $Micro-Mechanics(5DD.SI)$ , $NetLink NBN Tr(CJLU.SI)$ , $StarhillGbl Reit(P40U.SI)$ , $CDL HTrust(J85.SI)$ , $Keppel DC Reit(AJBU.SI)$ , and $Mapletree PanAsia Com T

🌟🌟🌟 $CapLand Ascott T(HMN.SI)$ , the largest lodging & accommodation SReit in Asia Pacific, delivered a steady, quiet confident set of results this week - the kind that feels less than fireworks and more like a warm reminder that resilience, global recovery and patient compounding are still very much alive. @Tiger_SG @TigerStars @Tiger_comments @TigerClub @

This week’s SGX earnings felt like a real stress test for S-REIT investors. $OUEREIT(TS0U.SI)$ stood out as the dark horse—FY DPU up 8.3% with a strong 2H rebound shows the deleveraging strategy is working. An 18% cut in interest expenses and asset pruning is exactly what I want to see in this rate environment. On the other hand, the Mapletree duo $Mapletree Ind Tr(ME8U.SI)$ $Mapletree Log Tr(M44U.SI)$ tested my patience. DPU declines at MLT and MIT weren’t operational—occupancy is still solid—but driven by forex pressure and high rates. I’m not shaken on fund

This week's SGX earnings season only reminded the let go of Netlink due to cash flow and missed rounds of dividends with capital appreciation.

One-Sentence Review: Mapletree Logistics Trust's (M44U.SG) latest quarterly results showed a moderation in China's drag on rental growth, though the outlook in Eastern China remains challenging due to elevated vacancy and soft consumer spending, supporting analyst views of potential distribution growth ahead.

Seems like both MT were trying to pivot too, and I was surprised it looked so bad, their fundamentals look right though. There is still time to adjust to the lower interest rates, so that would be the easy lever to pull. It would also be wise to look to get ahead of their remaining tenancies and lock up the leases to calm the nerves of investors (I recall that one of the two had an average of less than 3 years which sounds shaky). It is also worrying that their DPUs are dropping, while in contrast OUE is going up. Undoubtedly, OUE emerged as the dark horse, +8.3% is impressive, totally unexpected.

$Frasers L&C Tr(BUOU.SI)$ has been going up for a few weeks but is retracing now and primed for a buy!