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take it with a pinch of salt...
he' s either out of touch with reality or thinks Venture is another AEM in the making....up $1 a day.
SmallSmall ( Date: 04-May-2026 11:30) Posted:
CGSI&rsquo s William Tng boldly raises Venture Corporation target to $21.78
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yes, anything is possible but high chance it wouldnt happen...
eddyeddy ( Date: 03-May-2026 09:52) Posted:
This is the worst it may become true svenerio fir this counter Full of uncertainty !!!
tongphlp ( Date: 03-May-2026 09:28) Posted:
| or the loss of the licenc |
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or the loss of the licence
eddyeddy ( Date: 03-May-2026 09:27) Posted:
| Licence renewal is the biggest risk for this counter . |
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wat 2 do
Aceking ( Date: 30-Apr-2026 17:03) Posted:
| Hopeless Management...I can foresee another bad quarter coming...forever dropping |
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always in the news for the wrong reasons
Joelton ( Date: 02-May-2026 12:44) Posted:
Governance concerns, company review among issues raised at CDL AGM
SINGAPORE - Corporate governance concerns surfaced at the annual general meeting (AGM) of City Developments Limited (CDL) on April 29, as shareholders questioned the role of its directors and the progress of a strategic review.
This followed a high-profile dispute between executive chairman Kwek Leng Beng and group chief executive Sherman Kwek in 2025.
The elder Mr Kwek had accused his son of staging a coup to consolidate control of the board, but he dropped the lawsuit soon after.
The media was not permitted to attend the AGM, but National University of Singapore professor Mak Yuen Teen, who attended the meeting, told The Straits Times that shareholders seemed to be &ldquo pretty happy&rdquo thanks to the company&rsquo s performance.
CDL&rsquo s 2025 earnings soared 213 per cent to $629.7 million, up from $201.3 million in 2024.
But Prof Mak told ST he had some concerns. During the AGM, he asked whether there was a conflict of interest regarding Mrs Wong Ai Ai, who is an independent non-executive director and chair of the Nominating and Remuneration Committee at CDL.
She also sits on the board of SWI Capital Holding, a global investment company involved in sectors like real estate and digital infrastructure. The company also has interests in markets like Britain, where CDL has properties under its hotel unit.
SWI Capital, which listed in Amsterdam in February, also holds a majority stake in Stoneweg European Real Estate Investment Trust (REIT), which owns commercial properties across Europe.
Meanwhile, CDL has a stake in IREIT Global, which owns similar assets in Europe. The two REITs are listed on the Singapore Exchange and are seen as competitors.
According to Prof Mak, the board replied that it is not uncommon for directors to serve on multiple boards where conflicts may arise.
Questions were also raised about CDL&rsquo s strategic review, which the company said it began earlier in 2026. The review aims to boost shareholder value by selling existing non-core assets and reinvesting the capital to reshape CDL&rsquo s property portfolio.
Shareholders asked who would be appointed to carry out the review, Prof Mak said, noting that the board said it has selected Teneo, a global strategic advisory and communications firm, to lead the process.
Mr Sherman Kwek also replied that the review will be discussed at a board strategy meeting in May, with details expected to be unveiled by end-June, according to a report by The Business Times.
Mr Sherman Kwek called the review &ldquo timely&rdquo , after CDL faced difficulties in 2025, including its highly publicised internal dispute, BT reported.
CDL had divested about $2 billion worth of assets in 2025, including South Beach and Fortune Centre units in Singapore. The South Beach sale was one of its largest to date, based on a valuation of about $2.75 billion. Other divestments included Bespoke Hotel Shinsaibashi in Japan and Millennium Hotel St Louis in the US.
CDL also made $1.7 billion worth of investments, including its purchase of Holiday Inn London in Kensington High Street.
In responses to questions submitted by shareholders on April 24 before the AGM, CDL had said the Holiday Inn deal strengthens its presence in central London, with the hotel achieving occupancy rates of over 95 per cent.
Together with the adjoining Copthorne Tara Hotel, CDL now controls two large freehold sites in the area, offering long-term redevelopment potential.
The group said it will adopt a multi-year approach to divestments, with a pipeline of assets identified globally for potential sale, including its land bank in Britain.
Mr Sherman Kwek said CDL&rsquo s current strategy was launched in 2018, and the group needs external help to see if the strategy is still appropriate and relevant, and if it is communicated properly to shareholders, BT added.
All resolutions tabled at the AGM were passed with a comfortable majority. These resolutions included the re-election of independent directors and its share purchase mandate, among others.
CDL also held its extraordinary general meeting on the same day to vote on its new long-term share incentive plan.
Under the plan, selected management staff may be awarded CDL shares. It aims to tie the company&rsquo s long-term value creation to senior management remuneration. This resolution was passed with over 77 per cent approval.
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up fast, down fast, that' s ifast
tangsookiam1947 ( Date: 30-Apr-2026 18:51) Posted:
look like real selling has just started? STI and DBS went up 1% today, but iFast dropped more than 1%..!!
msksmsks ( Date: 29-Apr-2026 10:01) Posted:
Selling pressure easing ...
Abt time for it to reverse up
Letz C |
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bleed non stop...
honesty ( Date: 30-Apr-2026 10:19) Posted:
staff strength fm AI is 25,620, wonder how they will feel with air india needing so much money from the main shareholders, pte shareholders also get turned off, should have used the invested money for expansion, so sad no one can do anything
Alignment ( Date: 30-Apr-2026 10:14) Posted:
Does not seem like a good use of money.
Also too many PR distractions like this halal issue. |
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possible
geographic ( Date: 30-Apr-2026 12:40) Posted:
Shortist bullseye today. Likely will be in SGX Top Losers list today.
tongphlp ( Date: 30-Apr-2026 10:32) Posted:
| haha...should have spelt as fall...not four : |
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haha...should have spelt as fall...not four :)
geographic ( Date: 30-Apr-2026 10:30) Posted:
Good foresight! Close to your prediction of 4% drop.
tongphlp ( Date: 22-Apr-2026 14:16) Posted:
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put in all yes man
Joelton ( Date: 30-Apr-2026 09:50) Posted:
CDL strategic review &lsquo timely&rsquo after last year&rsquo s disputes, Sherman Kwek tells shareholders
[SINGAPORE] An ongoing strategic review being done by City Developments Ltd (CDL) was &ldquo timely&rdquo after the company went through &ldquo some difficulties&rdquo and internal disputes last year, group chief executive officer Sherman Kwek told a packed shareholders meeting on Wednesday (Apr 29).
The property giant is looking to &ldquo revamp&rdquo its strategy and better articulate its value to investors, and has appointed global advisory firm Teneo for the task.
At CDL&rsquo s annual general meeting (AGM) on Wednesday, group CEO Sherman Kwek said that the review will be discussed at a board strategy meeting in May, with details expected to be unveiled by end-June.
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At the rate of climb, not surprised if AEM price will surpass venture in no time. Everyday up a $..
Many shortists out there. Instututions are out so they do not think highly of their strategic plans. If the plans outlined are good, share price would have reflected
Alignment ( Date: 28-Apr-2026 17:29) Posted:
AEM was clearly the better horse in retrospect over the past few months. Luckily I was riding that one too it has gone up more than 3x compared to my average in price of $2.17.
Which is the better horse today, based on today' s share prices after AEM has already climbed 3x in the last few months? I wish I knew for certain. What I do know is Venture is probably the lower risk option at this point as it has over $1.25bn net cash on balance sheet and pays a 5% dividend each year.
tongphlp ( Date: 28-Apr-2026 14:49) Posted:
shd take a look at other more promising tech stocks - AEM is one.
venture tend to have more shortists and people selling dow |
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meaning give thanks to DT?
Sgvale ( Date: 29-Apr-2026 21:35) Posted:
| Since the war started in late Feb, it chiong all the way ! |
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cdl lost 2b in china and can survive...not many companies able to do that..
pasttime ( Date: 29-Apr-2026 22:13) Posted:
city dev is like a very big carrier. not so easy to go wrong. even with very large mistake they have capacity
to survive.
uol is already proven handle over to next generations successfully and doing well.
both when their 50 level high development and others complete will bring lots of income.
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really gangsters stock man..
aragosta ( Date: 27-Apr-2026 10:45) Posted:
WOW! WOW!!
This Monster no need 5 days, it takes ONE DAY to hit $6.84!
Next target $7.84, close to mafia' s short term target of eight?
The gangsters' belief that it is NOT a iFAST in the making, but a " Nvidia" type of bohbehchow run is no more a joke!
aragosta ( Date: 25-Apr-2026 00:53) Posted:
Wow.... this monster really hit $5.84, and more, in 10 days!
lets see it will hit 6.84 in five days.....
Right now, Nasdaq is on fire...... and may lend a helping hand.... or leg.....
Remember, theres also two brewings to come.....
Nasdaq Climbs Back Near Record as Chip Stocks Rally.....The Nasdaq was back near its highest levels on record as chip stocks kept their win streak alive following Intel&rsquo s earnings report.
https://uk.finance.yahoo.com/news/intel-set-spark-early-wall-131629602.html
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Reproduced from SGWealthbuilder
By sgwealthbuilder on April 26, 2026
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Time flies! It has been nearly three years since my last deep dive into SIA on 14 June 2023. Back then, the carrier was soaring on a post-pandemic tailwind, with SIA share price peaking at $7.80 just two days later. Fast forward to April 2026, the landscape has changed dramatically with the Iran war causing fuel price to spike. While SIA continues to fly record passenger numbers, SIA share price has suffered volatile swings and a failure to reclaim those 2023 highs. In this article, I will share why SIA share price could be in trouble.
It is well-known that SIA has spent decades trying to enter India market through its joint venture with Tata, Vistara, since 2015. Following Tata&rsquo s acquisition of the state-owned Air India in early 2022, SIA and Tata agreed to merge Vistara into Air India. In my view, the deal is a double-edged sword. While India provides massive hinterland for SIA to grow, it also exposes SIA to significant risk.
As of this month, Air India has reported record losses (roughly S$3 billion for the 2025/26 financial year). Given SIA&rsquo s 25.1% stake in Air India, this represented an estimated loss of S$750 million for SIA. The SIA-Air India saga in 2026 is almost a perfect rhyme of the Singtel-Bharti Airtel crisis of 2019/2020. Back then, Bharti Airtel was hit by a massive regulatory blow and a brutal price war with Reliance Jio. Singtel had to take a massive non-cash impairment of nearly S$2 billion, dragging their profits to a record low.
It took Bharti Airtel more than 5 years to survive the price war in India. Today, Airtel went from &ldquo surviving&rdquo to &ldquo thriving&rdquo , providing Singtel a massive &ldquo ATM&rdquo to fund growth. It remains to be seen if Air India would turn out to be an &ldquo ATM&rdquo for SIA but the Indian market is too big to ignore. Additionally, Air India is a strategic asset for SIA to prevent its Middle East rivals (Emirates, Qatar, Etihad) from dominating the Indian passenger flows.
As a matter of fact, SIA enjoyed robust passenger traffic in March 2026 due to the Middle East conflict. Combined passenger carriage increased 14.9% year-on-year to 3.8 million passengers, representing a new monthly record for the Group. On this note, Air India could be a vital key to unlock growth in the long-term.
While the Middle East conflict has been a tailwind for SIA, it also triggered largest energy supply shock in history as the Strait of Hormuz has turned the energy market upside down. Investors must be horrified to learn that fuel prices surged past US$100 per barrel in early March and peaked as high as US $126. As of April 25, 2026, it' s hovering around US$105&ndash US$106, roughly a 60% increase compared to this time last year.
But what really walloped SIA share price was the spike in jet fuel, which purportedly nearly doubled to US200 per barrel. The surge in jet fuel caused SIA share price to decline from $7.20 on 27 February 2026 (the start of the Iran war) to the current $6.40. In this article, I will share my insight on SIA share price in 2026.
Note that this is an opinion article and not meant to be a financial advice. Please do your due diligence or engage financial advisors before investing in the stock market. Furthermore, I am not vested and have never invested in SIA before. Whether SIA share price will surge or collapse has no impact on me. Thus, this article is not meant to induce readers to make any form of investment decisions.
SIA share price faces destiny
Investors must be feeling frustrated as the Iran war has virtually wiped out all the gains for SIA share price since the start of the year. To make matters worse, SIA share price should be in plenty of volatility due to the spill-overs from the Iran war &ndash global economic slowdown and high jet fuel price. In my opinion, 14 May 2026 might be destiny day for investors as SIA delivers its full year financial results for the year ended 31 March 2026.
Based on the 9MFY2025/26 financial result, the net profit amounted to $743.1 million. Whilst SIA incurred losses of $780 million from its 25.1% stake in India, it was non-cash that would be shown in the Income Statement. The problem is that SIA is facing massive pressure to pump capital injection to Air India to the tune of $380 million.
Assuming SIA decided to push ahead with the capital injection, and also accounting for the fuel price hike and increased passenger growth, I estimate that full-year net profit could be $950 million to $1 billion. This represented about 64% drop in net profit. Surely, the headline news would knock the wind out of SIA share price.
But the litmus test should arrive after the full-year reporting as the amount of fuel hedge dropped from 47% in the quarter to March, and then reducing to 24% in the second half of the full-year to 2027.
Record revenue for FY2025/26
When SIA delivers the full-year financial result, it will be a case of headline not telling the full story &ndash record revenue but massive drop in net profit. For the first nine months of FY2025/26, SIA has already achieved a record revenue of $15.1 billion, driven by higher passenger revenue. Capacity has grown 2.9% while passenger load factor increased 1.1% to 87.7%.
The closure of Jetstar Asia has benefitted Scoot due to the reduced competition in the low-cost carrier landscape. In fact, Scoot has taken over some of the routes that were previously the strongholds of Jetstar, namely Okinawa and Labuan Bajo. Previously, Jetstar held about 7-8% of the passenger traffic at Changi Airport. With its exit, Scoot has effectively survived the brutal price war.
In the first half of the year, Scoot was struggling with " yield compression" (falling ticket prices). However, by the end of the 9-month period (Q3 FY25/26), Scoot achieved a 6.5% year-on-year increase in RASK (Revenue per Available Seat Kilometer). This suggests that the " price war" stabilized, and Scoot regained its ability to charge higher fares on key routes.
Despite lesser competition, Scoot recorded operating profit of just $9 million for 9M FY2025/26, a whopping 64% year-on-year decrease. The drop should be attributed to the initial costs of fleet expansion using the new Embraer E190-E2 aircraft and the launching costs of the new routes. The full-service carrier remained the key profit contributor as operating profit amounted to a gigantic $1.58 billion, an increase of 13% year-on-year.
In terms of balance sheet, the Group remained disciplined as total debt balances was reduced to $2.5 billion, reducing the Group&rsquo s debt-equity ratio from 0.82 to 0.66 times. Cash and bank balances declined $2.2 billion to $6.1 billion, but these were partially offset by $2.8 billion of net cash generated from operations. Given the huge cash pile of over $6 billion, SIA has the strongest balance sheet in the region.
Conclusion
Its going to be another rough ride for SIA in the near future given the geopolitical conflicts and economic uncertainties. The " first mover advantage" that SIA enjoyed in 2022 and 2023&mdash when it was one of the few airlines with a fully restored fleet while competitors were still grounded&mdash has effectively ended.
Back in 2023, SIA could dictate prices because demand far exceeded supply. Now, most of its competitors have restored capacity to pre-pandemic levels. Nevertheless, SIA somehow managed to preserve its passenger yield as passenger yields rose 1.9% to 10.9 cents per revenue passenger-kilometre.
The real risks that could impact SIA&rsquo s net profit are actually inflation, fuel costs and Air India. Traditionally, staff and fuel costs made up the bulk of the airline&rsquo s expenditure. So, if wages and fuel costs continue to rise, the airline would be impact. Additionally, I foresee it may take at least 3 to 4 years to turnaround Air India, which is in a pretty big mess with the CEO Campbell Wilson throwing in the towel and the scrutiny from the authorities after the 787 crash in 2025.
To be honest, I have never like investing in airlines because the business is too prone to many external risks &ndash economic downturns, pandemic flu, oil price hikes and market competitions. As a small country with no domestic market to speak of, SIA&rsquo s growth also hinges on the overall government hub strategy. Notwithstanding these factors, it is possible to make money with this counter, provided you set the appropriate entry and exit levels. Till then, enjoy the ride.
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who else but the CEO has to take the blame, naturally..
honesty ( Date: 24-Apr-2026 06:53) Posted:
https://www.businesstimes.com.sg/opinion-features/singapore-airlines-faces-tough-test-over-air-indias-record-losses?ref=home-top-stories-1
timely to focus its own wings then trying to go extreme expansion, whoever responsible for dipping into this partnership should take full accountability |
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jialat
Joelton ( Date: 24-Apr-2026 11:54) Posted:
Singapore Airlines deepens role at Air India amid record losses
Geopolitical disruptions have further inflated costs by forcing longer, more expensive routes at a time of surging jet fuel prices
[DELHI] Singapore Airlines (SIA) is deepening its operational involvement in Air India, as the carrier battles record losses and recent safety lapses draw increasing concern, according to sources familiar with the matter.
SIA has moved some of its employees into Air India, placing its executives in key roles across flight operations, engineering and maintenance in recent months &ndash areas where the Singaporean carrier has long been considered a global benchmark, said the sources, who asked not to be identified as they are not allowed to speak to the media.
While relying on its minority shareholder for operational support, Tata Group, which owns 74.9 per cent of Air India, is focusing on commercial, human resources, finance and information technology functions, the sources said.
The shift, the sources said, marks a notable escalation in SIA&rsquo s engagement since the deadly Dreamliner crash, moving it from a strategic partner to a far more hands-on presence inside India&rsquo s flag carrier. Singapore Airlines stepped up its involvement last year with engineering and has since then expanded across other functions at Air India.
&ldquo We have been working closely with our partner Tata Sons to support Air India&rsquo s transformation programme&rdquo since the Singaporean carrier became a significant minority partner in the carrier, a spokesperson for Singapore Airlines said. The representative declined to comment on specific queries on Air India&rsquo s finances and operations.
Spokespersons for Tata Sons, the group&rsquo s holding firm, and Air India did not comment on e-mailed queries.
The deeper role comes at a time when Air India&rsquo s revival, one of the most ambitious turnaround efforts in global aviation, is proving far more complex and costly than the Tata Group expected when it won the bid to acquire the airline from the Indian government in 2021.
With losses swelling to roughly US$2.4 billion last year, repeated regulatory lapses, and a series of external shocks disrupting operations, Singapore Airlines now has both the incentive and the urgency to step in.
Its own earnings have been hit by Air India&rsquo s performance, and the South-east Asian carrier is keen to check further deterioration of its 25.1 per cent stake. The airline earlier said that losses from associated companies, mostly from Air India, were S$178 million in the December quarter but that it&rsquo s &ldquo firmly committed&rdquo to working with Tata to support Air India&rsquo s transformation.
The lack of visibility on when Air India can turn a profit is an issue of growing worry for Singapore Airlines, the sources said.
But poor financial performance is not the only challenge facing Air India. It&rsquo s contending with setbacks including aircraft flown without airworthiness certificates, European regulators flagging compliance issues, and the plane crash that forced the airline to cut services and triggered closer scrutiny of engineering practices.
Geopolitical disruptions, from the closure of Pakistani airspace to the conflict in the Middle East, have further inflated costs by forcing longer, more expensive routes at a time of surging jet fuel prices.
SIA CEO Goh Choon Phong and Tata Group chairman Natarajan Chandrasekaran met in Mumbai last week to discuss a funding road map and the search for a new CEO after Campbell Wilson announced his resignation, the Economic Times newspaper reported.
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don' t want to attract watchdog' s attention..
parcvista ( Date: 28-Apr-2026 16:42) Posted:
| Shooting sky high, but so quiet here in the forum, why no shouting ??? |
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AEM is like a rocket...up up and away....
aragosta ( Date: 27-Apr-2026 14:52) Posted:
Please lah, ah tong...... concentrate on money making, don' t insinuate or instigate.......But I hope you didn' t throw when this Monster hit six, as you have hoped for ......
Look, throughout all my threads, including this, i always insisted I never have " insiders information" , I always claim that the gangsters anyhow guess, and the coffee shop uncles anyhow talk.....but the problem is that, all these coffee shop stories somehow often come true.......so, what to do?
So, in case, I anyhow talk before the AGM and results, and the stories come true, how?
So,. better don' t talk much lah.....better be safe than sorry lah......
price is flying, talk is flooding.......people are exuberantly saying it will hit $10, $15, $20......
but the problem is -- this might be true, because if what I heard from the mafia chiefs is true , the next big technological business they are going in, will be bigger, more earnings, more revenues, more profits, higher dividends, higher price, than this AI/HPC thingy we been obsessed with.....if really really true, it may bring us to the next level of growth, and onto a " Nvidia" type of price surge......unbelievable, right?
you are here in this thread, and convert from a disbeliever to a unbeliever believer and buy into the stock, and now making tons..... so give some thought, and credit, to this lah.....
but please remember this is gangsters talking dangerously, to excite people.......
tongphlp ( Date: 27-Apr-2026 10:18) Posted:
haha...no such thing as " early know" one lah and congrats to all who didnt run road...yet..
SGX may query soon....cause at this rate, up $1 a day, even $20 is not far from the horizon..
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or lots of good news..
stockwatch8877 ( Date: 28-Apr-2026 12:22) Posted:
For SingPost shares price to go up, it need a good news. If not, shorties will throw down the price
I wait because there is no news and the price will drop to 33 cents. Be patient, the price will drop.
investshare ( Date: 28-Apr-2026 09:21) Posted:
| I waited for 33, but it never reached 33 |
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About tongphlp
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