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Sats
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beng1102
Elite |
11-Jun-2026 10:45
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Reloaded $3.89. So nice to contra yesterday and reload today.
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seanpent
Supreme |
11-Jun-2026 09:08
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reloaded
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ruanlai
Elite |
10-Jun-2026 20:49
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Assessing SATS (SGX:S58) Valuation After New AI Collaboration With FPT In Aviation Logistics
https://simplywall.st/stocks/sg/transportation/sgx-s58/sats-shares/news/assessing-sats-sgxs58-valuation-after-new-ai-collaboration-w |
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Delvyss
Elite |
10-Jun-2026 11:59
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Clever to buy at support level
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beng1102
Elite |
10-Jun-2026 11:00
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Most importantly selling seems drying out. On yesterday trading the traded volume is 8.3% below the average of last 439 days and short selling volume is 42.24% below the short selling average volume of the last 439 days. Daily short selling also below the daily average for the last 10 days.
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beng1102
Elite |
10-Jun-2026 10:53
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It should be retesting $4.04 very soon. Open short position as of 29 May 2026 is at least 32,086,376 shares. I think short covering is likey to continue and that could give a strong push.
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Delvyss
Elite |
10-Jun-2026 10:22
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Your next target price?
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beng1102
Elite |
10-Jun-2026 10:20
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Reloaded @3.89. STRONG BUY as price should go up after some correction.
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Delvyss
Elite |
10-Jun-2026 09:17
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Holding up well | ||||
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seanpent
Supreme |
09-Jun-2026 09:51
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Next leg of climb | ||||
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JurongW
Elite |
06-Jun-2026 17:13
Yells: "Earnings give weight, Chart give wings" |
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Still have at least 10% upside to the average target price of $4.42
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Joelton
Supreme |
06-Jun-2026 16:47
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Resilient platform at Sats inspires higher target price elevated input costs could cause margin compression The global aviation industry is bracing for some turbulence with fuel costs testing the hedging skills of airline executives. However, for ground handler Sats (SGX:S58) , having integrated the acquisition of WFS, is revving its growth engine just fine, even if not firing on all cylinders. &ldquo The combined group now has a resilient business model, and even when there are ups and downs, because of the network and model, we were able to ride through a lot of these different challenges that came our way,&rdquo says CEO Kerry Mok at the recent results briefing on May 26. While Mok was positive on the latest set of numbers, he was also mindful of the potential impact of the rising input costs due to the ongoing Middle East conflict, as some contracts are set to expire soon. &ldquo Hence, we got to try and manage that with our customers as well,&rdquo Mok says. Nonetheless, the positivity has been reflected in its share price. Following the results, Sats&rsquo share price rose by almost 20% to close at $4.04 on June 3, as various analysts maintained their positive stance on the stock. For Ada Lim of OCBC Group Research, the company&rsquo s FY2026 earnings of 19.2 cents per share were 102.8% of her forecast. &ldquo For now, global travel demand appears to remain healthy, in our view, which should support ground handling and aviation meal volumes,&rdquo she says. However, if the conflict persists and oil prices remain elevated, consumer sentiment will be affected further. For now, she is projecting a slight margin compression in FY2027 to account for higher input and energy costs. While Lim has kept her &ldquo buy&rdquo call, she has lowered her fair value from $4.32 to $4.20, pegged to 20 times FY2027 earnings. For Tay Wee Kuang of CGS International, the company&rsquo s earnings of $50.7 million for the final quarter were slightly ahead of his $45 million forecast. In his May 27 report, Tay reiterates his &ldquo add&rdquo call and raises his earnings forecasts for FY2027 by 7.3% and for FY2028 by 2% to reflect stronger revenue growth in gateway services, resulting in a higher target price of $4.68 based on discounted cash flow, up from $4.53. &ldquo We believe that the reopening of Middle East airspace and the gradual resumption of capacity by Middle East airlines despite the ongoing crisis will augur well for Sats as it continues to gain market share within the global air cargo industry,&rdquo Tay says. He is optimistic that the company can achieve its 5% profit margin target for FY2029 earlier, in FY2028. However, the $8 billion revenue target will be contingent on a larger step-up in contributions from its food solutions business. Despite the near-term cost pressures, UOB KayHian&rsquo s Roy Chen says the company&rsquo s fundamentals remain strong. &ldquo With the diversified global network, Sats is likely to continue gaining market share in global cargo handling. While elevated energy prices may increase operating costs in the near term, cost pressures should be passed through to customers over time,&rdquo he reasons. Sats remains a &ldquo buy&rdquo for Chen, along with the same target price of $4.75, which is based on 19.7 times FY2028 earnings, which is in line with the company&rsquo s historical mean. Meanwhile, Liu Miaomiao and Eric Ong of Maybank Securities are keeping their &ldquo buy&rdquo call and DCF-based target price of $4.52. They expect Sats, with its diversified global network and resilient cargo franchise, to have the necessary buffers against ongoing macro and geopolitical headwinds. &ldquo We also anticipate more meaningful earnings contribution from the Thailand central kitchen in FY2028, as operations are expected to commence in Nov 2026,&rdquo state Liu and Ong, who have raised their FY2027 earnings forecast by 7.1% and FY2028&rsquo s by 4.9%. Jason Sum of DBS Group Research believes that with Sats&rsquo Net debt/Ebitda now broadly within management&rsquo s target range of 2.5 to 3 times, the company should be less pressured to trim its debt load, largely incurred when it acquired WFS. Instead, there&rsquo s now more scope for excess cash to be returned as dividends or buybacks. Sum has raised FY2027 core net income estimates by 2.3% and FY2028&rsquo s by 0.7% on stronger volume assumptions, driven by resilient air cargo demand, Americas ground-handling expansion and higher catering intensity from more direct long-haul flights. Based on an earlier target price of $4.20, Sum figures Sats is worth $4.40. At 17.9 times forward earnings, Sam sees this as a favourable risk-reward ratio. Finally, Hashim Osman of PhillipCapital has raised his FY2027 earnings forecast by 8% due to higher gateway services revenue from new contract wins. He expects the food solutions margins to recover gradually too, as new facilities in Bangalore, Tianjin and Thailand scale toward full utilisation, leading to improved margins. As such, in addition to maintaining his &ldquo buy&rdquo call, he has raised his target price from $4.44 to $4.52. |
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JurongW
Elite |
03-Jun-2026 16:05
Yells: "Earnings give weight, Chart give wings" |
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LIM & TAN
SATS ($3.95, up 10 cents) recently released their results and stated that it achieved 4Q FY26 revenue of S$1.62 billion, an increase of 9.8% compared to the same period last year with growth across all business segments. The Middle East conflict, which escalated in the final month of the quarter, weighed on revenue, costs, operating profit and associates and joint ventures&rsquo earnings. SATS market cap stands at $5.8bln and currently trades at 18.2x forward PE and 2.2x PB, with a dividend yield of 1.8%. Consensus target price stands at $4.42, representing 11.9% upside from current share price. Given the current Middle East conflict that would likely weigh on earnings moving forward and that share price has increased c.24% since our last recommendation, we post an Accumulate on Weakness rating on SATS. |
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Luzern
Supreme |
03-Jun-2026 10:11
Yells: "9" |
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Nice. Finally $4 + | ||||
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seanpent
Supreme |
03-Jun-2026 10:03
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Steady pom-pi-pi ! |
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beng1102
Elite |
03-Jun-2026 09:48
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Above $4 now.
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beng1102
Elite |
03-Jun-2026 09:39
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Hit $4.
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beng1102
Elite |
02-Jun-2026 10:37
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Easily go back up to above $4. Last closed still above 100% traded volume compares to the average of the last 432 days and closed positive.
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seanpent
Supreme |
02-Jun-2026 10:31
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We need more hindsight info like this, not after it has happened 
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JurongW
Elite |
01-Jun-2026 15:55
Yells: "Earnings give weight, Chart give wings" |
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SATS has erased 11 weeks of decline in just 2 weeks. With momentum this strong, a triple top breakout in June could open the runway toward 4.22, 4.34, and even 4.51. 
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