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Markets Look to Break 3-Day Losing Run as Nvidia Earnings Loom. Stock Futures Rise.
tongphlp ( Date: 20-May-2026 08:49) Posted:
DT invested a lot in Nvidia. what do you think?
muifan ( Date: 20-May-2026 08:24) Posted:
Don?t think even Nvidia can save the market from the crisis?instead better pray Nvidia can meet the market expectations if not ?
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hantavirus..
Boatman ( Date: 20-May-2026 13:31) Posted:
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list in the states...anything is possible
tankoksee ( Date: 19-May-2026 17:35) Posted:
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up up all the way....
US-Iran War News Live Updates: Going To End War Very Quickly, Says Trump Iran Warns Of War Surprises Ahead
US President Trump expects the Iran conflict to end quickly, citing Iran' s eagerness for a deal and predicts oil prices will fall sharply.
- Soumil Kamat
- World
- May 20, 2026 10:42 am IST
-
Published OnMay 20, 2026 07:20 am IST
-
Last Updated OnMay 20, 2026 10:42 am IST
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US President Donald Trump said the war will end &ldquo very quickly&rdquo because Iran wants a deal badly. He predicted oil prices will plummet, saying " there' s so much oil out there, they are going to come plummeting down." Earlier Trump said he was an hour away from making a decision to restart attacks on Iran, but put it off after receiving a call from interlocutors, including Qatar and the UAE, on Tehran being " reasonable" in the peace talks.
The US President said the negotiators said they had made a lot of progress in talks with Iran over the last two days.
On X, Iran' s Foreign Minister Abbas Araghchi said that months after the war began, the US Congress has acknowledged losing dozens of aircraft worth billions. He claimed Iran' s Armed Forces were the first to shoot down an F-35, adding that a return to war would bring " many more surprises" based on lessons learned.
Meanwhile, Senate advances bill aimed at ending Iran war after GOP Senator Bill Cassidy, defeated in primary, switches to support it.
tongphlp ( Date: 20-May-2026 11:07) Posted:
don' t worry! earnings dive, shares up!
Joelton ( Date: 20-May-2026 11:04) Posted:
Frencken shares fall 15.5% after Q1 earnings dive
The technology solutions provider posts a 20.2% drop in net profit
[SINGAPORE] Shares of Frencken : E28 -7.57% fell by as much as 15.5 per cent or S$0.47 to S$2.57 shortly after market open on Tuesday (May 19), weighed down by a dive in its latest first-quarter earnings as well as a broader fall in the tech sector.
As at 9.30 am, nearly 3.4 million shares had changed hands.
Frencken&rsquo s shares were subject to a circuit breaker on Tuesday morning on the Singapore Exchange (SGX). A circuit breaker &ndash which is imposed when a stock&rsquo s price moves beyond a pre-specificed percentage threshold &ndash temporarily restricts trading to facilitate more measured market movement.
The share price drop is a speed bump for Frencken, which has been on a tear in recent months. Up to May 18, the stock had seen a 120.3 per cent increase year to date.
Frencken&rsquo s fall also tracks the broader drop in tech stocks overnight. The S& P 500 ended about 0.1 per cent lower at 7,403.05, weighed down by tech stocks, and the tech-heavy Nasdaq slid 0.5 per cent to close at 26,090.73.
Other tech stocks on SGX also experienced declines in early trading. As at 10.23 am, AEM was down by 4.6 per cent, and UMS Integration saw a 4.4 per cent loss.
The drop in Frencken&rsquo s shares also came after the release of its Q1 business update on Tuesday, where it posted a net profit of S$8 million for Q1 2026, down 20.2 per cent from S$10 million in the year-ago period.
This was mainly due to lower revenue contributions from the semiconductor and analytical life sciences segments of Mechatronics Europe, the technology solutions provider said. The quarterly net profit also included a foreign exchange loss of S$1.1 million.
For the quarter, revenue fell 6.4 per cent to S$202 million from S$215.8 million.
This was primarily driven by a 7.7 per cent year-on-year decrease in mechatronics division&rsquo s revenue to S$180.4 million, which was partially cushioned by robust front-end and back-end sales growth from key semiconductor equipment customers in Asia.
Its medical segment&rsquo s revenue improved 5 per cent year on year to S$34.7 million due mainly to increased customer orders in Europe.
Analytical life sciences segment&rsquo s revenue declined 21.2 per cent year on year to S$36.2 million as customer demand in Mechatronics Europe remained soft in Q1, Frencken said.
Industrial automation segment&rsquo s revenue was relatively stable at S$7.6 million, contributed mainly by a key data storage customer&rsquo s capital expenditure on upgrading and maintenance of assembly and test lines.
Meanwhile, the APS Division&rsquo s revenue grew 4.3 per cent to S$20.5 million, lifted by higher sales to automotive customers.
The group on Tuesday said that while the macroeconomic environment remains uncertain amid ongoing geopolitical conflicts and foreign exchange volatility, it anticipates improving momentum for the rest of the year.
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Two Chinese tankers laden with oil exited the Strait of Hormuz, shipping data showed, brightening hopes that the conflict with Iran may soon be resolved after positive comments from the U.S. president and his deputy.
TACOS as usual...his way of controlling the market
Alignment ( Date: 20-May-2026 12:18) Posted:
| This current share price correction is driven by US bond yields going higher due to rising inflation expections due to the US Iran war. This is problematic, but in itself not a direct impact on tech spending. If the tech rally fully derails I think it more likely at a later point due to something else. But with all things about this rally one cannot be sure of course! |
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May 19, 2026 - Trump says he is holding off on new Iran attack for &lsquo limited period of time&rsquo
worry share market may fall...?
Alignment ( Date: 20-May-2026 12:18) Posted:
| This current share price correction is driven by US bond yields going higher due to rising inflation expections due to the US Iran war. This is problematic, but in itself not a direct impact on tech spending. If the tech rally fully derails I think it more likely at a later point due to something else. But with all things about this rally one cannot be sure of course! |
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yes, primarily caused by the war...
Alignment ( Date: 20-May-2026 12:18) Posted:
| This current share price correction is driven by US bond yields going higher due to rising inflation expections due to the US Iran war. This is problematic, but in itself not a direct impact on tech spending. If the tech rally fully derails I think it more likely at a later point due to something else. But with all things about this rally one cannot be sure of course! |
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Google and Blackstone to Create New AI Cloud Company
Investment firm to put $5 billion toward venture using Google&rsquo s chips
Updated May 18, 2026 9:37 pm ET
A Google Cloud pavilion at a conference in Barcelona in March. Angel Garcia/Bloomberg News
tongphlp ( Date: 20-May-2026 10:36) Posted:
With Google being one of V' s customers, this news should carry some weight, at the very least.
Google & Blackstone' s Mega AI Cloud Venture
Alphabet' s Google and Blackstone announced a joint U.S.-based AI cloud computing venture that will heavily influence global tech. The project, which will utilize Google' s custom AI Tensor Processing Units (TPUs) and aims to compete with neocloud providers like CoreWeave
- Initial Investment: $5 billion in equity capital from Blackstone.
- Total Scale: The investment could reach $25 billion including leverage.
- Timeline: The project aims to bring 500 megawatts of computing capacity online by 2027.
- Local Relevance: The explosive growth of regional data centre hubs in and around Singapore is directly intertwined with investments like this, aiming to satisfy skyrocketing regional AI workloads.
Venture Corp has Google/Alphabet as a customer?
Yes, in the supply chain sense. Venture Corp is a global electronics manufacturer that builds, tests, and manages the value chain for high-end tech services across life sciences, 5G, and advanced industrial hardware. The company handles product design, engineering, and manufacturing under contract for various leading global technology firms.
DYODD
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drinking is bad for health...
Joelton ( Date: 20-May-2026 11:03) Posted:
Maybank Securities upgrades Thai Beverage on attractive valuations and cyclical recovery
Citing signs of a cyclical recovery, Hussaini Saifee of Maybank Securities has turned more bullish on Thai Beverage after the alcohol giant' s 2QFY2026 results, with call upgraded from " hold" to " buy" .
He observes that spirits revenue was up 1.3% y-o-y and net profit up 6.4% despite cautious consumer conditions. Beer rebounded strongly in 2Q after a weak 1Q, supported by festive activities and improving demand momentum.
" Management also highlighted healthier domestic demand, while costs remain well controlled through early raw material procurement and disciplined marketing spending," he adds.
From 43 cents, Hussaini now figures that this stock is worth 48 cents, as he raised his FY2026 to FY2028 earnings forecast.
At just 10x forward PE, Thai Beverage trades at around 50% discount to peers while offering an attractive dividend yield of around 6%, he reasons.
On the other hand, Chee Zheng Feng of DBS Group Research has turned more cautious. He has kept his " buy" call but has cut his target price, albeit from a level topping his peers.
From 62 cents, Chee now figures the stock is worth 53 cents, which is based on 12x earnings, a valuation multiple at the counter' s five-year average and broadly in line with other major regional spirits companies.
" We believe the company remains on track to deliver our FY2026 earnings growth forecast of 9.4%. While crop prices for next year have yet to be finalised and could trend higher, we believe resilient demand and disciplined cost management should help sustain stable earnings in FY2027," says Chee.
Chee, whose earlier bullish views that the re-rating of this stock is based on possible value-unlocking corporate actions, has maintained his view that this is so.
" The group owns high quality beer and F& B assets that, in our view, could command higher valuations under the right corporate structure or listing strategy.
However, the timing of such initiatives remains uncertain and will likely depend on market conditions and underlying business performance," he says.
Meanwhile, Chu Peng of OCBC Group Research has kept her " buy" call and 55 cents fair value.
She expects Thai Beverage to see continued recovery in sales volumes for both spirits and beer, following earlier disruptions from border conflicts between Thailand and Cambodia, as well as adverse weather conditions in Vietnam.
Lower raw material costs on molasses and malt in FY2026 should support the company&rsquo s recovery and help offset softer demand. She notes that Thai Beverage has secured supply of molasses, required for spirits production, at prices around 40% compared to the year earlier.
The company' s beer production has also secured malt at an attractive cost level through whole of the year.
Similarly, Meghana Kande and Lim Siew Khee of CGS International, citing Thai Beverage&rsquo s resilient margin position which anchors earnings growth, despite quarterly volatility in volumes, have maintained their " add" call.
They have also held their target price at 58 cents, which is based on 12x FY2027 earnings.
For them, re-rating catalysts include margin expansion from lower input costs and potential value-unlocking, such as the long-talked about IPO of its beer business.
On the other hand, downside risks include heightened competition eroding market share, macro weakness impacting volumes, and margin pressure from higher SG& A and input costs.
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dropping...
one day wonder....not one hit wonder..
JurongW ( Date: 19-May-2026 14:04) Posted:
CDL shares rose after the announcement that Kwek Leng Peck will rejoin the board as Vice Chairman from June 1, 2026.
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don' t worry! earnings dive, shares up!
Joelton ( Date: 20-May-2026 11:04) Posted:
Frencken shares fall 15.5% after Q1 earnings dive
The technology solutions provider posts a 20.2% drop in net profit
[SINGAPORE] Shares of Frencken : E28 -7.57% fell by as much as 15.5 per cent or S$0.47 to S$2.57 shortly after market open on Tuesday (May 19), weighed down by a dive in its latest first-quarter earnings as well as a broader fall in the tech sector.
As at 9.30 am, nearly 3.4 million shares had changed hands.
Frencken&rsquo s shares were subject to a circuit breaker on Tuesday morning on the Singapore Exchange (SGX). A circuit breaker &ndash which is imposed when a stock&rsquo s price moves beyond a pre-specificed percentage threshold &ndash temporarily restricts trading to facilitate more measured market movement.
The share price drop is a speed bump for Frencken, which has been on a tear in recent months. Up to May 18, the stock had seen a 120.3 per cent increase year to date.
Frencken&rsquo s fall also tracks the broader drop in tech stocks overnight. The S& P 500 ended about 0.1 per cent lower at 7,403.05, weighed down by tech stocks, and the tech-heavy Nasdaq slid 0.5 per cent to close at 26,090.73.
Other tech stocks on SGX also experienced declines in early trading. As at 10.23 am, AEM was down by 4.6 per cent, and UMS Integration saw a 4.4 per cent loss.
The drop in Frencken&rsquo s shares also came after the release of its Q1 business update on Tuesday, where it posted a net profit of S$8 million for Q1 2026, down 20.2 per cent from S$10 million in the year-ago period.
This was mainly due to lower revenue contributions from the semiconductor and analytical life sciences segments of Mechatronics Europe, the technology solutions provider said. The quarterly net profit also included a foreign exchange loss of S$1.1 million.
For the quarter, revenue fell 6.4 per cent to S$202 million from S$215.8 million.
This was primarily driven by a 7.7 per cent year-on-year decrease in mechatronics division&rsquo s revenue to S$180.4 million, which was partially cushioned by robust front-end and back-end sales growth from key semiconductor equipment customers in Asia.
Its medical segment&rsquo s revenue improved 5 per cent year on year to S$34.7 million due mainly to increased customer orders in Europe.
Analytical life sciences segment&rsquo s revenue declined 21.2 per cent year on year to S$36.2 million as customer demand in Mechatronics Europe remained soft in Q1, Frencken said.
Industrial automation segment&rsquo s revenue was relatively stable at S$7.6 million, contributed mainly by a key data storage customer&rsquo s capital expenditure on upgrading and maintenance of assembly and test lines.
Meanwhile, the APS Division&rsquo s revenue grew 4.3 per cent to S$20.5 million, lifted by higher sales to automotive customers.
The group on Tuesday said that while the macroeconomic environment remains uncertain amid ongoing geopolitical conflicts and foreign exchange volatility, it anticipates improving momentum for the rest of the year.
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stepping on the pedal of the ferrari...
TraderBen ( Date: 20-May-2026 10:45) Posted:
can run faster run..tech rebound is always the best chance to minmise losses
tongphlp ( Date: 20-May-2026 10:26) Posted:
nasdaq is green
awaiting to soar no |
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With Google being one of V' s customers, this news should carry some weight, at the very least.
Google & Blackstone' s Mega AI Cloud Venture
Alphabet' s Google and Blackstone announced a joint U.S.-based AI cloud computing venture that will heavily influence global tech. The project, which will utilize Google' s custom AI Tensor Processing Units (TPUs) and aims to compete with neocloud providers like CoreWeave
- Initial Investment: $5 billion in equity capital from Blackstone.
- Total Scale: The investment could reach $25 billion including leverage.
- Timeline: The project aims to bring 500 megawatts of computing capacity online by 2027.
- Local Relevance: The explosive growth of regional data centre hubs in and around Singapore is directly intertwined with investments like this, aiming to satisfy skyrocketing regional AI workloads.
Venture Corp has Google/Alphabet as a customer?
Yes, in the supply chain sense. Venture Corp is a global electronics manufacturer that builds, tests, and manages the value chain for high-end tech services across life sciences, 5G, and advanced industrial hardware. The company handles product design, engineering, and manufacturing under contract for various leading global technology firms.
DYODD
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nasdaq is green
awaiting to soar now
tongphlp ( Date: 19-May-2026 18:40) Posted:
anybody' s guess...
Stocky901 ( Date: 19-May-2026 17:43) Posted:
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down fast, up faster
tongphlp ( Date: 19-May-2026 11:23) Posted:
shd change name to ifast2
Winall88 ( Date: 19-May-2026 11:16) Posted:
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more ferraris to come..
chinhm88 ( Date: 19-May-2026 12:17) Posted:
| Dropped to $8, come back to $8.80.
Short term contra, make alot of $$$, with risk.
Fast in, fast out, not right, cut lost and run. |
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SIA - displaying some bullish technicals following latest earnings release
- Amid the ongoing US-Iranian crisis, SIA shares appear to have found a bottom following its 4.1% gain since its earnings release pre-market on 14 May
- On 14 May, the company reported full-year net income of $1.18 billion for FY2026, beating analyst estimates of $1.08 billion
- While net profit was down 57% over the previous year, SIA had enjoyed three consecutive years of record profits prior
- Its fourth quarter operating profit surged 72% on an 11% revenue increase, helped by spillover demand on Europe-Asia routes (Bloomberg)
- As investors digested the results and operational headwind considerations of rising fuel costs, as well as the drag of subsidiary Air India' s losses on the company, SIA shares climbed 3% last Friday - its largest intraday gain since 8 April.
- The share price gain over the past three days has lifted the shares above the $6.25-$6.40 range that it had been trading between since 23 April
- The technicals of its chart is looking more bullish than before according to Bloomberg AskB, the MACD line (-0.036) has crossed above the signal line (-0.066), with a positive histogram of +0.031. This is a near-term bullish crossover signal, suggesting improving momentum
- SIA is trading just above its 50-day MA ($6.50) &mdash a mild positive &mdash but remains fractionally below its 200-day MA ($6.55). A sustained close above the 200-day MA would be a stronger bullish confirmation and a key level to watch on the upside
- Macquarie has a trending SIA call warrant FNVW, which was the 10th best performing warrant yesterday with a 18.8% gain to $0.019 following SIA' s 2% gain to $6.54
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CGS
Frencken Group Ltd - Upgrade to Add driven by semicon recovery
ADD TP:S$3.25
■ Frencken&rsquo s 1Q26 results were below expectations, with revenue at 22% of our/Bloomberg consensus&rsquo FY26F forecasts, and net profit at 19%/18%.
■ However, as management expects stronger 2H26F revenue driven by higher-margin Asia operations, we retain our FY26F forecasts.
■ We upgrade from Hold to Add, with a higher TP of S$3.25, as Frencken guides for stronger FY27-28F outlook driven by the semiconductor segment
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DT invested a lot in Nvidia. what do you think?
muifan ( Date: 20-May-2026 08:24) Posted:
Don?t think even Nvidia can save the market from the crisis?instead better pray Nvidia can meet the market expectations if not ?
Tracer63 ( Date: 19-May-2026 09:59) Posted:
| Just pray that Nvidia will produce Stella result this w |
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AEM Share Price: Fulfilled Its Destiny?
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About tongphlp
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