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falling knives and daggers and hammers
JurongW ( Date: 14-May-2026 18:45) Posted:
Net profit drop more than 57%.
Air india contributed loss of 828 million.
EPS drop from 89 cents to 38 cents.
NAV 5.48
ROE drop from 17.4 to 7.2%
Expect share price to drop tomorrow.
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Philip Morris rises as IQOS regulatory clarity and smoke-free growth narrative stay in focus
By: Quiver PriceTracker
Posted: 1 day, 14 hours ago / May 12, 2026 3:52 p.m. UTC
Philip Morris International Inc. (PM) is up 3.0% today. Here is some analysis on what might have caused this price movement.
Analysis: The move likely reflects renewed investor focus on U.S. regulatory clarity for IQOS and PMI&rsquo s broader smoke-free growth story, following recent FDA actions and company updates. With IQOS and other smoke-free products positioned as key earnings drivers, any sign of reduced regulatory uncertainty can support a higher valuation multiple.
Details:
- The FDA renewed authorization for five IQOS products to be marketed with exposure modification claims, a development that supports continued U.S. marketing of IQOS-related reduced-exposure messaging for adult consumers.
- PMI announced the U.S. FDA reauthorization of IQOS as a Modified Risk Tobacco Product (MRTP), highlighting that the renewal allows it to continue communicating reduced-exposure information to U.S. adults 21+ who use traditional tobacco products.
- In its April 22, 2026 first-quarter update, PMI emphasized continued momentum in IQOS volumes and market share in key regions and maintained/updated its 2026 adjusted EPS forecast for currency only, reinforcing the durability of its smoke-free-led growth profile.
- This could also be helped by &ldquo defensive&rdquo rotation into consumer staples on a risk-off tape, which often benefits large dividend-paying tobacco names even without a single breaking headline.
Sources:
U.S. Food and Drug Administration, Philip Morris International, U.S. Securities and Exchange Commission
Smoky skies ahead...can' t see clearly :)
tongphlp ( Date: 08-May-2026 16:14) Posted:
With both Venture' s customers - Philip Morris and Illumina sales soaring, it should be positive for Venture moving forward
Philip Morris International (PM) shares have shown strong performance, recently trading around \(\$171\) per share, driven by a solid Q1 2026 earnings beat ($1.96 EPS vs. $1.83 expected) and growing smoke-free portfolio revenue. While the stock recently pulled back nearly 2% from post-earnings highs, it has still outperformed the broader tobacco industry, benefiting from robust ZYN pouch sales and IQOS, which retained its FDA modified-risk authorization.
As of May 2026, Illumina (ILMN) shares are experiencing a strong rally, up over 5% following a Q1 2026 earnings beat, with revenue growth driven by NovaSeq demand, trading around $139&ndash $142. The company raised its 2026 guidance, and investors are responding positively to the continued divestiture of Grail.
DYODD
tongphlp ( Date: 08-May-2026 09:35) Posted:
Philip Morris' IQOS Retains FDA Modified-Risk Authorization
Zacks Equity Research
April 20, 2026 3 min read
Philip Morris International Inc. PMI has received renewed regulatory backing in the United States, as the Food and Drug Administration (&ldquo FDA&rdquo ) reauthorized its IQOS heated tobacco system as a modified risk tobacco product. The decision allows the company to continue communicating that switching completely from cigarettes to IQOS can reduce exposure to harmful chemicals, based on the agency&rsquo s scientific assessment.
The renewal covers multiple versions of the IQOS device along with associated tobacco sticks sold under the HEETS brand. The FDA concluded that extending this authorization is appropriate for public health, taking into account both current tobacco users and non-users.
This regulatory decision reinforces PM&rsquo s broader strategy to transition away from traditional cigarettes toward smoke-free alternatives. The company has been investing heavily in this shift for more than a decade, committing billions of dollars to research, product development and commercialization. The effort is increasingly reflected in its business mix, with smoke-free products contributing a substantial and growing share of overall revenues and profits.
Zacks Investment Research
Image Source: Zacks Investment Research
IQOS remains central to this transformation. The product is already available in dozens of markets worldwide and has shown strong adoption in countries such as Japan, where heated tobacco products have significantly reduced cigarette consumption. Philip Morris continues to position IQOS as a key tool for adult smokers seeking alternatives, alongside other smoke-free offerings like nicotine pouches and e-vapor products.
The FDA&rsquo s renewed authorization provides both validation and continuity for PM&rsquo s reduced-risk portfolio. As regulatory frameworks evolve and consumer preferences shift, the decision strengthens the Zacks Rank #3 (Hold) company&rsquo s ability to advance its long-term goal of replacing cigarettes with scientifically substantiated alternatives for adult smokers.
Shares of PM have risen 3.8% over the past six months, outperforming the industry&rsquo s growth of 1.5%.
- One of Venture' s customers is PMI
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new blood brings in new ideas...old ideas dont work anymore in this AI era
noslen ( Date: 14-May-2026 13:46) Posted:
Weak strategies and not sure why they need a new CEO and COO to come up with this
stockwatch8877 ( Date: 14-May-2026 11:50) Posted:
| Is this a good or bad news? Why are people selling the shares? The price dropped to 35.5 cents. Maybe another few days the price will go to 33 cents. Back to the old day, I will wait for that price to buy |
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and it' s surging like no tomorrow...
Joelton ( Date: 14-May-2026 11:06) Posted:
AEM' s 1QFY2026 earnings surge 329.4% y-o-y
Chip tester AEM Holdings has reported earnings of $14.35 million for its 1QFY2026, a 329.4% y-o-y jump, on the back of a 35% increase in revenue to $116.9 million, as it fulfilled more orders from its key customers.
In anticipation of a better year, AEM has raised its GY2026 revenue guidance by around a fifth to $550 million to $600 million.
The company is eyeing a US$3 billion serviceable available market across its various customer categories and this amount is seen to swell to US$4.5 billion in 2028.
AEM CEO Samer Kabbani calls 1Q2026 the start of a multi-year earnings upcycle for the company - one that is " grounded in structural industry change rather than cyclical recovery."
AEM shares closed at $8.35 on May 13, up 10.74%.
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doesnt looks good
ruanlai ( Date: 13-May-2026 15:27) Posted:
Accumulating at $6.29, jump anytime after 4pm.
Today can close at $6.40 and tml $6.60
Div at least 20cents
dyodd |
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TH' s investment finally is in the $$
more cdc vouchers coming
hokpin ( Date: 14-May-2026 08:56) Posted:
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no prob. u can buy a lorry of glasses...
Sgvale ( Date: 14-May-2026 13:34) Posted:
| If past $10. My glass will shattered. |
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un un un un un believable
hokpin ( Date: 14-May-2026 13:31) Posted:
| AEM 10 dollars stock! Unbelievable and Unimaginable! Seems almost come true! |
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very bad...
stockwatch8877 ( Date: 14-May-2026 11:50) Posted:
Is this a good or bad news? Why are people selling the shares? The price dropped to 35.5 cents. Maybe another few days the price will go to 33 cents. Back to the old day, I will wait for that price to buy.
Joelton ( Date: 14-May-2026 11:01) Posted:
SingPost to keep SingPost Centre as part of 3 new priorities for its reset strategy
The postal and logistics player is bullish about the property&rsquo s upside potential
[SINGAPORE] Singapore Post : S08 -1.32%(SingPost) has decided not to divest its flagship building, SingPost Centre (SPC).
Instead, the postal and logistics player &ndash being bullish about the property&rsquo s upside potential &ndash will carry out enhancements to further milk the cash cow.
&ldquo It is not for sale,&rdquo said SingPost CEO Mark Chong categorically. &ldquo SPC remains a crucial part of our portfolio we are retaining it.&rdquo
The new plan marks a U-turn from the 2023/2024 decision of SingPost&rsquo s previous board, to divest the building in Paya Lebar where it is headquartered.
It is also part of a set of initiatives to help the group achieve sustainable growth through three new strategic priorities.
Chong laid out these priorities &ndash strengthening fundamentals, building scalable capabilities and capturing growth opportunities &ndash to The Business Times in an exclusive interview on Wednesday (May 13).
SPC, which was previously valued at S$1.1 billion, had been deemed by SingPost&rsquo s previous board as a non-core asset and earmarked for divestment.
However, the property has been SingPost&rsquo s top earner since it sold its Australian logistics business in March 2025, as the group struggles with a declining mail delivery business and a highly competitive e-commerce logistics business.
SingPost is now eyeing a potential redevelopment of SPC, should height restrictions in the area be lifted when Paya Lebar Air Base is relocated from the 2030s.
&ldquo We believe the height restrictions, when lifted, will offer SPC an opportunity to redevelop and reap further value,&rdquo said Chong.
&ldquo The government blueprint for the development around Paya Lebar... could also provide a further boost to SPC&rsquo s asset value and redevelopment upside.&rdquo
SPC has 55 years left on its lease.
Even as SingPost awaits the unveiling of development details for Paya Lebar, it has already appointed an architect to carry out asset enhancement over the next 18 to 24 months, with the goal of improving the retail experience at SPC.
It will also make more commercial space available in the building to increase its rental income.
Three strategic priorities
On strengthening SingPost&rsquo s fundamentals, Chong said this entails optimising the group&rsquo s operations, technology and network through an improved operating model.
&ldquo We expect to reduce our cost-to-serve by more than 10 per cent,&rdquo he added.
One way the group will seek to rein in costs is by optimising its post office space while maintaining about 40 of them some will become unmanned like auto lobbies to maintain public accessibility.
Optimising its post office footprint will allow it to rent out the freed-up space and increase its rental income.
For its post office network, SingPost will expand its product and service offerings, such as allowing Singtel shareholders to convert their special discounted shares.
&ldquo With regards to the post office network, we believe we are on a firm path to achieve commercial sustainability,&rdquo said Chong, who took the helm in November 2025.
He stressed that the transformation to a sustainable model for postal services will not come at the expense of customer service or convenience, as auto lobbies offer 24/7 access.
As it seeks to build scalable capabilitiess, SingPost will invest in customer experience and automation. The use of autonomous vehicles and artificial intelligence, as well as modernising the post office network, are part of this initiative.
In capturing growth opportunities, the group is targeting sensitive, high-trust logistics, the domestic business-to-business and enterprise market, and sector partnerships.
Its recent partnership with international player Asendia is part of its efforts to increase cross-border logistics business.
SingPost intends to leverage its warehouse space &ndash it has one million square feet of industrial space across its properties &ndash and expand into new logistics services.
&ldquo This will enable us to serve our customers more comprehensively and unlock new revenue streams on customer expansion,&rdquo Chong explained.
Shifting to variable cost structure
Chong shared three ways that the group intends to cut the cost-to-serve for its logistics and letter business.
First is an earlier announced S$30 million investment in a parcel sortation system.
This will treble processing capacity of small to medium-sized parcels to 300,000 parcels a day when it goes live in July, bringing the group&rsquo s total daily capacity to 400,000 parcels.
Chong said this will position SingPost to handle spikes in parcel volumes from its customers, including e-commerce platform operators during sales campaigns.
Second, SingPost will be consolidating all its e-commerce parcel sortation at its e-commerce logistics hub by the end of 2026, improving efficiency and productivity.
Third, the national postal provider will tap AI for delivery route optimisation.
&ldquo As a result of these initiatives, we will shift from a largely fixed cost structure to one that is more variable and more efficient in cost base,&rdquo Chong added. &ldquo We will get the financial flexibility to adapt and scale with new opportunities.&rdquo
Pricing discipline
SingPost will continue to attract more business from e-commerce &ndash its core volume driver &ndash but Chong stressed that this will be done with pricing discipline despite the keen competition.
&ldquo We will not sacrifice margins for volumes,&rdquo he said, adding that he believes this discipline can be maintained as a result of the cost savings and greater efficiencies reaped from the use of automation and technology.
Chong is confident that this, along with SingPost&rsquo s competitive advantage from exclusive access to letterboxes &ndash the lowest cost delivery network available &ndash will position the group competitively against its peers.
For now, SingPost is not looking at overseas expansion, he added.
The group&rsquo s logistics investment in Australia had been its previous cash cow. Shareholders have been looking forward to the reset strategy that the national postal service provider has promised since the sale of the Australian business in 2025.
Shares of SingPost closed 1.3 per cent or S$0.005 lower at S$0.375 on Wednesday.
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today hit 10 and tomorrow contine its quest
muifan ( Date: 14-May-2026 12:51) Posted:
DBS raise tp to $11.80
muifan ( Date: 14-May-2026 09:21) Posted:
Congrats to those that sold, now for those that holding will wait for analyst to come out with latest NEW TP
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free limo service for high rollers
Sgvale ( Date: 14-May-2026 10:47) Posted:
| RWS is located off mainland & MBS get the revenue due to accessibility. |
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double or triple the price once it is confimed NASDAQ listing?
LexLut88 ( Date: 14-May-2026 11:23) Posted:
really solid share . question what next after $10. not sure to add more or sell now . Any master can enlighten me .
Thanks Aragosta for the impressive inside . Realy mind opening for the last 3 months . |
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short!
Alignment ( Date: 13-May-2026 19:59) Posted:
AI business already doing well. If life sciences also takes off then it will really be firing on all cylinders.
tongphlp ( Date: 12-May-2026 09:44) Posted:
More revenue streams coming?
Venture partners with Cellanome to develop new cell imaging instrument
Venture is honored to have partnered with Cellanome to develop and manufacture its groundbreaking new instrument, which empowers humankind to capture the intricacies of cells and their interactions, with unprecedented scale, resolution, and context necessary to unravel biological complexity. Cellanome&rsquo s innovations lie in its combination of fluorescent, live-cell imaging, and single-cell studies with proprietary CellCage&trade technology. Together these capabilities support high-resolution, large-scale studies, from single cells to complex ensembles. With our proven track record in the Life Science domain, Venture brings differentiated capabilities in design and manufacturing, including our expertise in precision optics, motion control, thermal management, fluidics, and system controls. Our collaboration with Cellanome accelerated time-to-market and ensures scalable, high-quality design for manufacturability and commercialisation. The successful deployment of this product is a testament to the strong synergies between the Cellanome and Venture teams in bringing transformative innovation to market.
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not looking good today...
Rightstock ( Date: 10-May-2026 14:29) Posted:
In my opinion $20 by the end of this week.
kye_lin ( Date: 10-May-2026 08:35) Posted:
| Probably can hit above 20. After that hard to say. |
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AEM will overtake this very soon and become the darling of SGX!
Alignment ( Date: 13-May-2026 19:59) Posted:
AI business already doing well. If life sciences also takes off then it will really be firing on all cylinders.
tongphlp ( Date: 12-May-2026 09:44) Posted:
More revenue streams coming?
Venture partners with Cellanome to develop new cell imaging instrument
Venture is honored to have partnered with Cellanome to develop and manufacture its groundbreaking new instrument, which empowers humankind to capture the intricacies of cells and their interactions, with unprecedented scale, resolution, and context necessary to unravel biological complexity. Cellanome&rsquo s innovations lie in its combination of fluorescent, live-cell imaging, and single-cell studies with proprietary CellCage&trade technology. Together these capabilities support high-resolution, large-scale studies, from single cells to complex ensembles. With our proven track record in the Life Science domain, Venture brings differentiated capabilities in design and manufacturing, including our expertise in precision optics, motion control, thermal management, fluidics, and system controls. Our collaboration with Cellanome accelerated time-to-market and ensures scalable, high-quality design for manufacturability and commercialisation. The successful deployment of this product is a testament to the strong synergies between the Cellanome and Venture teams in bringing transformative innovation to market.
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when is your Ferrari coming...
piscesmonkey ( Date: 14-May-2026 08:55) Posted:
Enough for me liao i bought at 4.50. Time for make big profits😁
slimerlth ( Date: 14-May-2026 08:53) Posted:
| Good bye weak holders. Sky is the limit. Run chicken liao lo .......FA TA SA |
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wah
hokpin ( Date: 14-May-2026 08:56) Posted:
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no where near bonuses paid by SS during covid..
Checkerman ( Date: 06-May-2026 10:20) Posted:
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sun is setting.....run
shk363 ( Date: 14-May-2026 06:33) Posted:
cut loss and move on
Winnertakeall ( Date: 13-May-2026 19:33) Posted:
The Edge Singapore
ComfortDelGro posts 16.1% drop in 1QFY2026
patmi to $40.5 mil amid challenging start
https://www.theedgesingapore.com/capital/results/comfortdelgro-posts-161-drop-1qfy2026-patmi-405-mil-amid-challenging-start |
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no wonder analysts are shouting for $21....
Alignment ( Date: 13-May-2026 19:59) Posted:
AI business already doing well. If life sciences also takes off then it will really be firing on all cylinders.
tongphlp ( Date: 12-May-2026 09:44) Posted:
More revenue streams coming?
Venture partners with Cellanome to develop new cell imaging instrument
Venture is honored to have partnered with Cellanome to develop and manufacture its groundbreaking new instrument, which empowers humankind to capture the intricacies of cells and their interactions, with unprecedented scale, resolution, and context necessary to unravel biological complexity. Cellanome&rsquo s innovations lie in its combination of fluorescent, live-cell imaging, and single-cell studies with proprietary CellCage&trade technology. Together these capabilities support high-resolution, large-scale studies, from single cells to complex ensembles. With our proven track record in the Life Science domain, Venture brings differentiated capabilities in design and manufacturing, including our expertise in precision optics, motion control, thermal management, fluidics, and system controls. Our collaboration with Cellanome accelerated time-to-market and ensures scalable, high-quality design for manufacturability and commercialisation. The successful deployment of this product is a testament to the strong synergies between the Cellanome and Venture teams in bringing transformative innovation to market.
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About tongphlp
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