/> ShareJunction - Member Posts
logo transparent gif
top_white_spacer
Home Latest Stock Forum Topics MyCorner - Personal Stocks Porfolio Stock Lists Investor Insights Investor Research & Links Dynamic Stock Charting FREE Registration About Us top spacer top spacer
 User Password Auto-Login
Enter Stock
 
righttip
branding

Back

Latest Posts By Sin_Cos_Tan - Veteran      About Sin_Cos_Tan
First   < Newer   301-320 of 688   Older>   Last  

11-Jan-2024 17:36 Keppel   /   Keppel Corp       Go to Message
x 0
x 0
11 January 2024 
Industry leaders collaborate to develop integrated carbon capture, utilisation and sequestration and lower carbon hydrogen value chains

Chevron Singapore Pte Ltd, Keppel, Pan-United Corporation, Surbana Jurong, Air Liquide Singapore, Osaka Gas Singapore, and Pavilion Energy (together Parties) have signed a Memorandum of Understanding (MOU) to collaborate on lower carbon opportunities to support Singapore&rsquo s aspiration of achieving net-zero emissions by 2050
https://www.keppel.com/en/media/media-releases-sgx-filings/industry-leaders-collaborate-to-develop-integrated-carbon-capture-utilisation-and-sequestration-and-lower-carbon-hydrogen-value-chains/

 
Good Post  Bad Post 
11-Jan-2024 17:20 Keppel   /   Keppel Corp       Go to Message
x 0
x 0
 

IR calendar

    • 1 Feb 2024


      2H & FY 2023 results announcement
       


Sin_Cos_Tan      ( Date: 02-Jan-2024 09:01) Posted:

Keppel delivers higher shareholder returns in 2023 amid transformation efforts

Keppel has delivered total shareholder returns of 61.1 per cent for 2023, on the back of the company' s overhaul to be a global asset manager
and operator that is more dynamic and asset-light in nature, said chief executive Loh Chin Hua in a New Year message to employees on Jan 1.

The latest annual returns figure was higher than the company' s full-year returns of 49.3 per cent in 2022.
Keppel exceeded the upper end of its asset monetisation goal range of $3 billion to $5 billion ahead of its end-2023 target.

It also announced a further target of $10 billion to $12 billion in cumulative asset monetisation by end-2026.

The group also continued to grow its funds under management, which amounted to more than $53 billion by the first half of 2023.

https://www.straitstimes.com/business/keppel-delivers-higher-shareholder-returns-in-2023-amid-transformation-efforts
 

Good Post  Bad Post 
10-Jan-2024 12:19 SIA   /   SIA revived       Go to Message
x 0
x 0
Now raise their TP to $ 6.91
https://forums.hardwarezone.com.sg/threads/prata-flipping-gif.6444341/#post-131860259


 

Huataarrhh      ( Date: 10-Jan-2024 09:08) Posted:

  Upgrade report by CIMB 

Upgrade SIA from Reduce to Add on likely strong 2HFY24F results, and our final DPS expectation of 40 Scts, implying a final dividend yield of 6.2%.
Pax demand remains strong, cargo yields rose sharply in Oct-Dec 2023, jet fuel prices have dropped, and a key competitor is struggling with capacity.
We raise our TP to S$6.91 on higher core EPS estimates, based on a higher CY24F P/BV of 1.2x (+2 s.d. above mean), from 1.15x previously.
Re-rating catalysts from strong pax and cargo demand in 2HFY24F
Singapore Airlines (SIA) is releasing its 3QFY3/24F (Oct-Dec 2023) business update on 20 Feb 2024. We expect SIA to deliver 3QFY24F PATAMI of c.S$800m, followed by PATAMI of c.S$700m in 4QFY24F. Consequently, we forecast 2HFY24F PATAMI of S$1.5bn, slightly better than 1HFY24F$Bc`QT(B PATAMI of S$1.44bn and higher than 2HFY23$Bc`QT(B S$1.2bn. The strong 3QFY24F performance would likely be driven by the continuing strong passenger airline PLF of 87-88% in Oct-Nov 2023 (we expect PLF to rise to c.90% in Dec 2023F from the year-end holiday travel peak), and which we think will likely keep yields elevated in 3QFY24F. What surprised us positively was SIA$Bc`QT(B strong cargo performance in the closing months of 2023, with average monthly FTK in Oct-Nov 2023 higher by 6% against the monthly average in Jul-Sep 2023 and the Oct-Nov 2023 CLF also 3.4% pts higher vs. Jul-Sep 2023. We expect CLF to rise to 59% in the Dec 2023 seasonal peak (+4.7% yoy), due to robust e-commerce trade between China and Europe/the US. The Baltic Exchange Air Freight Index, representing cargo yields, rose an average of 30% in Oct-Dec 2023 (vs. Jul-Sep 2023) due to the higher demand, albeit still lower on a yoy basis. Disruptions in container shipping on the Red Sea/Suez Canal routing since mid-Nov 2023 as a result of Houthi rebel attacks, and the resulting lengthening of shipping times between Asia and Europe, may also work to the benefit of air freight demand, in our view, even if international navies are now providing some cover for ships plying the route.
 
Lower jet fuel prices competitors$Bc`!& (Bcapacity struggles bumper DPS
Lower jet fuel prices could also help SIA$Bc`QT(B results, having declined from a recent peak of US$128/bbl in mid-Sep 23 to US$100/bbl currently. We estimate that SIA$Bc`QT(B all-in jet fuel price for 3QFY24F may still increase to US$114/bbl (from 2QFY24$Bc`QT(B US$98/bbl), assuming a one-month contractual price lag compared to spot prices, but may fall to c.US$100/bbl in 4QFY24F if current jet fuel spot prices remain at US$100/bbl for the rest of this quarter. Meanwhile, competitor Cathay Pacific (293 HK, Not Rated) is said to be struggling to restore its capacities, with the Straits Times and Reuters reporting that Cathay continues to face pilot shortages, forcing it to cancel flights in Dec 2023 and for the Feb 2024 Lunar New Year. We expect a bumper final DPS of 40 Scts in May 2024F, in addition to the 10 Scts interim DPS declared in Nov 2023, taking the FY24F dividend payout to 53% (similar to FY23$Bc`QT(B 58%). Our forecast of 40 Scts final DPS implies a 6.2% yield, which is very good for a six-month holding period, in our view. Downside risks include rising competition as other airlines restore their fleet, and an unexpected surge in jet fuel prices.

Good Post  Bad Post 
10-Jan-2024 10:34 SIA   /   SIA revived       Go to Message
x 0
x 0
See these analysts... like roti prata flipping master
" Reduce" and ' ' Sell' calls on SIA by CIMB on 13/11/23 , 
TP : $5.47
  Lol....
https://www.youtube.com/watch?v=-6apiOSs74E

 

Sin_Cos_Tan      ( Date: 15-Nov-2023 09:14) Posted:

See how BB trying to press down the SIA price despite record quarterly performance ...
1. Analysts keep their ' reduce' and ' sell' calls on SIA despite record quarterly performance
2. 过 去 七 天 卖 空 最 多 的 五 只 本 地 股 票 是 新 加 坡 航 空 ( SIA) , 共 卖 空 1亿 2545万 股 .....
3. 上 周 机 构 投 资 者 净 卖 出 SIA 40.57M

https://www.zaobao.com.sg/finance/singapore/story20231114-1450036
Agreed with bro Panda8....
why bother of price moving up or down, BB will push up the price after CD. 
Looking toward year end dividend + special dividend.
DYODD
 

Joelton      ( Date: 13-Nov-2023 07:53) Posted:

Analysts keep their ' reduce' and ' sell' calls on SIA despite record quarterly performance
 
Analysts are more negative on Singapore Airlines C6L 0.16% (SIA) following the group&rsquo s record-breaking 1HFY2024 ended Sept 30 results.
 
On Nov 7, SIA announced that its 1HFY2024 net profit came in at $1.44 billion, a 55.5% improvement y-o-y, spurred by robust demand for air travel through the Northern-summer travel season and a rebound in passenger traffic to North Asia.
 
Following the promising set of results, CGS-CIMB Research and PhilipCapital have kept their &ldquo reduce&rdquo calls while Citi Research has kept its &ldquo sell&rdquo call. CGS-CIMB has lowered its target price to $5.47 from $5.66 previously, PhilipCapital has lowered its target price to $5.45 from $6.80 and Citi has maintained its target price at $6.54.
 
In his Nov 8 report, CGS-CIMB&rsquo s Raymond Yap noted that the group&rsquo s 2QFY2024 core net profit of $684 million was in line with the analyst&rsquo s forecast of $600 million to $650 million. 
 
He writes: &ldquo The 2QFY2024 earnings before interest (ebit) of $799 million was 5.9% higher than 1QFY2024&rsquo s $755 million, but we believe that after stripping out foreign exchange (forex) gains, the 2QFY2024 ebit may actually be lower than the immediately-preceding 1QFY2024.&rdquo
 
The analyst adds that SIA group&rsquo s individual airlines&rsquo operating metrics appear to suggest as such.
 
He points to SIA&rsquo s core ebit excluding ancillary items and forex effects, which fell 18% q-o-q to $500 million in 2QFY2024, while Scoot&rsquo s core ebit fell 24% q-o-q to $9 million. The group&rsquo s cargo core ebit also fell 97% to $2 million. 
 
&ldquo All were affected by the rise in jet fuel prices compared with 1QFY2024, but the cargo business was also impacted by the 9% q-o-q drop in revenue per available seat kilometre capacity (RASK) due to excess global airfreight capacity, while Scoot saw its RASK fall 3% q-o-q as it expanded into less-lucrative routes. Only SIA managed to eke out a 0.5% q-o-q rise in its RASK during 2QFY2024, but this was a major deceleration compared with the 9% q-o-q jump during 2QFY2023,&rdquo notes Yap.
 
He adds that SIA group&rsquo s revenue passenger kilometre (RPK) demand growth also slowed, showing less than 5% q-o-q growth in 2QFY2024 as compared to its 16% q-o-q growth in 2QFY2023. 
 
Similarly, Scoot showed a lacklustre 8% q-o-q growth in 2QFY2024 as compared to 55% q-o-q growth in 2QFY2024.
 
Yap writes: &ldquo Passenger load factor (PLF) at SIA and Scoot remained very high y-o-y, but declined between 30 basis points (bps) to 70 bps q-o-q.&rdquo
 
The analyst anticipates potential PLF and &ldquo yield pressure&rdquo for the SIA group in calendar year (CY) 2024, as its competitors gradually catch up in terms of their capacity restoration.
 
&ldquo SIA had a first-mover advantage throughout CY2022 and into CY2023, which successfully captured the explosion of revenge travel, but the dividends to SIA group are dwindling as revenge travel abates and cost of living pressures impact discretionary travel demand at the margin,&rdquo notes Yap.
 
He adds that these &ldquo trends&rdquo could eventually curb SIA group&rsquo s yields and its ability to pass on higher fuel costs.
 
Spot jet fuel prices averaged US$92 ($125) a barrel (bbl) in April to June, US$110/ bbl in July to September, eventually reaching US$114/ bbl since Oct 1.
 
Yap notes that if oil prices stay high, it could put pressure on SIA&rsquo s cost per available seat capacity (ASK) in 2HFY2024 and FY2025.
He adds: &ldquo None of the above pressure points will derail SIA&rsquo s strong FY2024, in our view, as its 1HFY2024 core net profit already exceeded 1HFY2023 by 66%, sp we expect SIA to deliver core net profit of $1.9 billion in FY2024, which is virtually the same as FY2023.&rdquo
 
The analyst also expects an FY2024 dividend per share (DPS) of 35 cents, which is almost the same as FY2023&rsquo s 38 cents. 
 
&ldquo However, stock prices look ahead and we see somewhat overcast skies for SIA, beginning from 2HFY2024,&rdquo concludes Yap.
 
Potential de-rating catalysts by the analyst include cost inflation, slowing demand growth, and rising competition, while upside risks include the potential for SIA to outperform assumptions for yield, PLF and other revenue metrics as passenger demand likely remains strong until the Lunar New Year.
 
Meanwhile, PhilipCapital analyst Peggy Mak writes that SIA group&rsquo s cargo remains a &ldquo weak spot&rdquo , to which she attributes to weaker global trade flows and larger capacity added from the return of passenger flights.
 
She adds that cargo yield has fallen 46.2% to 41.8 cents per load. &ldquo This is, however, still higher than the pre-Covid amount of about 31 cents,&rdquo writes Mak.
 
On the group&rsquo s outlook, the analyst observes that heightened competition from restoring capacity mainly from north Asian airlines and a fading off of leisure travel will put pressure on the SIA group&rsquo s yields, while jet fuel prices trend higher along with higher crude oil prices. 
 
&ldquo We expect capital expenditure (capex) spending to rise in 2HFY2024 to meet its target of $2.3 billion for FY2024 (1HFY2024: $648 million). It would also incur a cash outlay of $5.1 billion in FY2024 for the redemption of mandatory convertible bonds (MCB)s and $600 million for convertible loans. This would lower interest income in 2HFY2024,&rdquo notes Mak.
 
Lastly, Citi analysts Kaseedit Choonawat, Amy Han and Eric Lau ​ ​ understand that key upside risks for the SIA group include a potential for ticket price reacceleration against the industry&rsquo s capacity recovery, although anecdotal evidence has been rare. 
 
Other upside risks include a price decline in fuel and improvements in the European geopolitical situation leading to lower inflation pressure and the further fall out of Asean competitors, Air India turning significantly profitable where SIA takes on greater stakes beyond 25% of merged entity and lastly, the market willing to reduce the risk-premium of SIA group as its stock incrementally becomes a more direct proxy of Singapore tourism.


Good Post  Bad Post 
07-Jan-2024 16:02 SIA   /   SIA revived       Go to Message
x 1
x 0

Singapore Airlines Passes United Airlines As Largest Boeing 787-10 Operator

SUMMARY

  •   Singapore Airlines has become the largest operator of the Boeing 787-10 Dreamliner.
  •   The new 787-10, registered as 9V-SCW, made a long delivery journey, stopping in Japan.
  •   The airline wasted no time deploying the new aircraft into revenue service, with multiple flights already performed since its delivery.
https://simpleflying.com/singapore-airlines-largest-operator-boeing-787-10/

 

RL16EGG      ( Date: 06-Jan-2024 12:50) Posted:

With the red sea incident, its airfreight business improve.
Together with the rising passenger traffic volume, the balance sheet should be better for 3rd and final quarter.
5-6% dividend yield should be able to maintain.  So far it has been trading between 1.39 to 0.75 basis nav 5.78.   
Current price 6.39, nav 5.78  =  1.1 p/b (not too ex)
Consider nav 4.03(incl mcb)  =  1.59 p/b (ex)
My view is it is unlikely to go below  $6 with ah gong support and barring a disaster..
$7-8 , cannot rule out. Good luck.

Good Post  Bad Post 
05-Jan-2024 11:37 DBS   /   DBS       Go to Message
x 0
x 0
Year Yield Total Amount Ex Date Pay Date Particulars
2023 6.97% SGD 2.3 SGD0.48 2023-11-14 2023-11-27 Rate: SGD 0.48 Per Security
SGD0.48 2023-08-11 2023-08-24 Rate: SGD 0.48 Per Security
SGD0.42 2023-05-09 2023-05-22 Rate: SGD 0.42 Per Security
SGD0.5 2023-04-10 2023-04-21 Rate: SGD 0.5 Per Security
SGD0.42 2023-04-10 2023-04-21 Rate: SGD 0.42 Per Security


Sin_Cos_Tan      ( Date: 05-Jan-2024 11:23) Posted:

Looking for Higher Dividends? 4 Singapore Stocks That Look Poised to Pay Out More in 2024

DBS Group (SGX: D05)

The blue-chip group reported a stellar set of earnings for the third quarter of 2023 (3Q 2023).

For the first nine months of 2023 (9M 2023), total income jumped 27% year on year to S$15.2 billion.

DBS paid out an interim dividend of S$0.48, 33% higher than the S$0.36 that was paid out a year ago.

There could be higher payouts from the bank this year as interest rates look set to stay higher for longer.

During its 2023 Investor Day, DBS communicated that it could increase its dividend by S$0.24 per year as a baseline, barring unforeseen circumstances.

DYODD
https://sg.finance.yahoo.com/news/looking-higher-dividends-4-singapore-100000383.html

 

Good Post  Bad Post 
05-Jan-2024 11:23 DBS   /   DBS       Go to Message
x 0
x 0
Looking for Higher Dividends? 4 Singapore Stocks That Look Poised to Pay Out More in 2024

DBS Group (SGX: D05)

The blue-chip group reported a stellar set of earnings for the third quarter of 2023 (3Q 2023).

For the first nine months of 2023 (9M 2023), total income jumped 27% year on year to S$15.2 billion.

DBS paid out an interim dividend of S$0.48, 33% higher than the S$0.36 that was paid out a year ago.

There could be higher payouts from the bank this year as interest rates look set to stay higher for longer.

During its 2023 Investor Day, DBS communicated that it could increase its dividend by S$0.24 per year as a baseline, barring unforeseen circumstances.

DYODD
https://sg.finance.yahoo.com/news/looking-higher-dividends-4-singapore-100000383.html

 
Good Post  Bad Post 
05-Jan-2024 09:49 DBS   /   DBS       Go to Message
x 0
x 0
Another one from  OCBC Investment Research -
银 行 股 方 面 , 华 侨 银 行 投 资 研 究 ( OCBC Investment Research)
推 荐 星 展 集 团 DBS和 大 华 银 行 UOB, 目 标 价 分 别 为 39元 和 32.50元

 

Sin_Cos_Tan      ( Date: 03-Jan-2024 16:51) Posted:

That said, Koh is also positive on DBS for its excellent execution and consistent good results.

" Management estimated surplus capital at $3 billion or $1.20 per share based on optimal operating range for CET-1 CAR of 12.5% - 13.5%, Koh notes.

He adds: " DBS could consider potential capital management exercise to return surplus capital to shareholders over three years
given that Final Basel III Reforms are already finalised and would be implemented starting July 1."

Koh has given DBS and OCBC " buy" calls with respective target prices of $41.65 and $16.85.
https://sg.finance.yahoo.com/news/uob-kay-hian-downgrades-singapore-002036858.html

 

Good Post  Bad Post 
03-Jan-2024 16:51 DBS   /   DBS       Go to Message
x 1
x 0
That said, Koh is also positive on DBS for its excellent execution and consistent good results.

" Management estimated surplus capital at $3 billion or $1.20 per share based on optimal operating range for CET-1 CAR of 12.5% - 13.5%, Koh notes.

He adds: " DBS could consider potential capital management exercise to return surplus capital to shareholders over three years
given that Final Basel III Reforms are already finalised and would be implemented starting July 1."

Koh has given DBS and OCBC " buy" calls with respective target prices of $41.65 and $16.85.
https://sg.finance.yahoo.com/news/uob-kay-hian-downgrades-singapore-002036858.html

 
Good Post  Bad Post 
02-Jan-2024 11:51 Keppel   /   Keppel Corp       Go to Message
x 1
x 0
KC FINANCIAL CALENDAR
Upcoming events
2H & FY 2023 results announcement : Jan / Feb 2024 *
2H & FY 2022 results announcement : 2 Feb 2023
*Note: Dates are indicative and subject to change.
 
Good Post  Bad Post 
02-Jan-2024 09:01 Keppel   /   Keppel Corp       Go to Message
x 0
x 0
Keppel delivers higher shareholder returns in 2023 amid transformation efforts

Keppel has delivered total shareholder returns of 61.1 per cent for 2023, on the back of the company' s overhaul to be a global asset manager
and operator that is more dynamic and asset-light in nature, said chief executive Loh Chin Hua in a New Year message to employees on Jan 1.

The latest annual returns figure was higher than the company' s full-year returns of 49.3 per cent in 2022.
Keppel exceeded the upper end of its asset monetisation goal range of $3 billion to $5 billion ahead of its end-2023 target.

It also announced a further target of $10 billion to $12 billion in cumulative asset monetisation by end-2026.

The group also continued to grow its funds under management, which amounted to more than $53 billion by the first half of 2023.

https://www.straitstimes.com/business/keppel-delivers-higher-shareholder-returns-in-2023-amid-transformation-efforts
 
Good Post  Bad Post 
29-Dec-2023 14:40 DBS   /   DBS       Go to Message
x 0
x 0
May see Chinese New Year angpows! Huat arh...
CNY-10/2/24 
DBS full year announcement - 7/2/24 (4th Qtr dividend +Special dividend)
Singapore' s 2024 Budget statement to be delivered in parliament on 16/2/24 (Lawrence Wong distributes Ang Pow)
DYODD
 

Sin_Cos_Tan      ( Date: 23-Nov-2023 11:28) Posted:


由 于 美 国 联 邦 储 备 局 基 本 确 定 不 再 加 息 , 使 得 本 地 银 行 股 连 续 几 天 遭 到 抛 售 。
不 过 , 因 利 率 将 长 期 保 持 高 位 , 这 让 银 行 股 的 股 息 收 益 率 仍 可 达 5.8%至 6%, 吸 引 投 资 者 逢 低 买 入 。

银 河 --联 昌 证 券 ( CGS-CIMB) 市 场 策 略 师 蔡 伟 仁 也 认 为 , 超 跌 反 弹 是 指 数 上 涨 的 主 要 原 因 ,
而 美 联 储 停 止 加 息 在 短 期 内 将 继 续 利 好 市 场 。
此 外 , 这 个 月 起 已 进 入 美 国 总 统 选 举 的 最 后 一 年 , 从 历 史 数 据 看 , 同 期 股 市 的 表 现 一 般 会 不 错 。
https://www.zaobao.com.sg/finance/singapore/story20231122-1451739

 

Good Post  Bad Post 
29-Dec-2023 14:31 DBS   /   DBS       Go to Message
x 0
x 0

Events and Presentations

 

Event Calendar

6 Nov 2023 Third-quarter 2023 results Add to calendar
7 Feb 2024 Fourth-quarter 2023 results

My bad... it should be 7/2/24 FY 2022 full yr results was announceed on 13/2/23

https://www.dbs.com/investors/events-and-presentations/default.page

 


pkli899      ( Date: 29-Dec-2023 13:54) Posted:

Can confirm 13 Feb24 is results day?
Tks.

Good Post  Bad Post 
29-Dec-2023 10:44 SIA   /   SIA revived       Go to Message
x 1
x 0
重 现 疫 前 水 平 12月 飞 出 国 旅 游 人 次 或 破 百 万
根 据 移 民 与 关 卡 局 数 据 , 从 海 空 两 路 出 国 旅 行 的 居 民 人 数 在 11月 份 已 突 破 百 万 大 关 ,
其 中 空 路 出 国 者 接 近 90万 人 , 已 高 于 2019年 和 2018年 同 月 的 人 数 。
https://www.zaobao.com.sg/finance/singapore/story20231228-1458753


 

Sin_Cos_Tan      ( Date: 18-Dec-2023 09:59) Posted:

NOVEMBER 2023 OPERATING RESULTS
In November 2023, strong passenger demand heading into the year-end peak travel  season saw the Singapore Airlines (SIA) Group post robust load factors across all route  regions.
The Group' s passenger traffic grew 17.6% compared to last year, outpacing capacity  expansion of 15.1%. Consequently, the Group' s passenger load factor (PLF) saw an uptick  of 1.9 percentage points year-on-year to reach 87.8%, with SIA and Scoot posting monthly  PLFs of 86.9% and 90.8% respectively.
The two airlines carried a combined total of 3.1  million passengers during the month, 28.6% higher than a year before.
Cargo operations posted a load factor of 57.9%, or 1.9 percentage points higher year-onyear. Major retail holidays such as Black Friday and Single&rsquo s Day led to increased
e-commerce flows, contributing to a rise in cargo loads by 5.8% year-on-year. This  outpaced the capacity expansion of 2.2% from a year ago.
During the month, SIA resumed services to Chongqing. At the end of November 2023, the  Group' s passenger network covered 119 destinations in 35 countries and territories.
SIA  served 74 destinations, while Scoot served 68 destinations. The cargo network comprised  124 destinations in 37 countries and territories.

https://www.singaporeair.com/saar5/pdf/Investor-Relations/Operating-Stats/opstats-nov23.pdf

 

Sin_Cos_Tan      ( Date: 12-Dec-2023 12:09) Posted:



Good Post  Bad Post 
28-Dec-2023 14:56 SIA   /   SIA revived       Go to Message
x 0
x 0
The answer is written on the wall.
Let see her FY 2023-2024 year end results.
Another  马 后 炮 ...LOL!

momomomo      ( Date: 26-Dec-2023 13:47) Posted:

sia good buy??

Good Post  Bad Post 
18-Dec-2023 09:59 SIA   /   SIA revived       Go to Message
x 1
x 0
NOVEMBER 2023 OPERATING RESULTS
In November 2023, strong passenger demand heading into the year-end peak travel  season saw the Singapore Airlines (SIA) Group post robust load factors across all route  regions.
The Group' s passenger traffic grew 17.6% compared to last year, outpacing capacity  expansion of 15.1%. Consequently, the Group' s passenger load factor (PLF) saw an uptick  of 1.9 percentage points year-on-year to reach 87.8%, with SIA and Scoot posting monthly  PLFs of 86.9% and 90.8% respectively.
The two airlines carried a combined total of 3.1  million passengers during the month, 28.6% higher than a year before.
Cargo operations posted a load factor of 57.9%, or 1.9 percentage points higher year-onyear. Major retail holidays such as Black Friday and Single&rsquo s Day led to increased
e-commerce flows, contributing to a rise in cargo loads by 5.8% year-on-year. This  outpaced the capacity expansion of 2.2% from a year ago.
During the month, SIA resumed services to Chongqing. At the end of November 2023, the  Group' s passenger network covered 119 destinations in 35 countries and territories.
SIA  served 74 destinations, while Scoot served 68 destinations. The cargo network comprised  124 destinations in 37 countries and territories.

https://www.singaporeair.com/saar5/pdf/Investor-Relations/Operating-Stats/opstats-nov23.pdf

 

Sin_Cos_Tan      ( Date: 12-Dec-2023 12:09) Posted:


Good Post  Bad Post 
12-Dec-2023 12:09 SIA   /   SIA revived       Go to Message
x 0
x 0
Record 4.7 billion passengers expected in 2024 as airline industry recovers
https://www.channelnewsasia.com/business/airline-industry-recovery-2024-record-passengers-post-pandemic-profits-3969631

Record 4.7 billion passengers expected in 2024 as airline industry recovers


Good Post  Bad Post 
12-Dec-2023 11:54 SIA   /   SIA revived       Go to Message
x 0
x 0
Airlines Set to Earn 2.7% Net Profit Margin on Record Revenues in 2024
https://www.iata.org/en/pressroom/2023-releases/2023-12-06-01/
IATA Forecasts Record Operating Profits in 2024
On a final, encouraging note, the International Air Transport Association (IATA) forecasts net profits of $25.7 billion
for the global airline industry in 2024, with operating profits reaching a record $49.3 billion. 
This projection, coupled with an expected surge in passenger traffic, paints a picture of an industry on the cusp of a historic rebound.
IATA 預 測 2024 年 營 運 利 潤 將 創 歷 史 新 高
最 後 令 人 鼓 舞 的 是 , 國 際 航 空 運 輸 協 會 (IATA) 預 測 2024 年 全 球 航 空 業 淨 利 將 達 到 257 億 美 元 , 營 業 利 潤 將 達 到 創 紀 錄 的 493 億 美 元 。
這 項 預 測 , 加 上 預 期 的 客 運 量 激 增 , 描 繪 了 一 個 產 業 正 處 於 歷 史 性 反 彈 的 風 口 浪 尖 的 景 象 。

Global Airlines Net Profitability



 
Good Post  Bad Post 
23-Nov-2023 11:28 DBS   /   DBS       Go to Message
x 0
x 0

由 于 美 国 联 邦 储 备 局 基 本 确 定 不 再 加 息 , 使 得 本 地 银 行 股 连 续 几 天 遭 到 抛 售 。
不 过 , 因 利 率 将 长 期 保 持 高 位 , 这 让 银 行 股 的 股 息 收 益 率 仍 可 达 5.8%至 6%, 吸 引 投 资 者 逢 低 买 入 。

银 河 --联 昌 证 券 ( CGS-CIMB) 市 场 策 略 师 蔡 伟 仁 也 认 为 , 超 跌 反 弹 是 指 数 上 涨 的 主 要 原 因 ,
而 美 联 储 停 止 加 息 在 短 期 内 将 继 续 利 好 市 场 。
此 外 , 这 个 月 起 已 进 入 美 国 总 统 选 举 的 最 后 一 年 , 从 历 史 数 据 看 , 同 期 股 市 的 表 现 一 般 会 不 错 。
https://www.zaobao.com.sg/finance/singapore/story20231122-1451739

 
Good Post  Bad Post 
16-Nov-2023 12:38 SIA   /   SIA revived       Go to Message
x 0
x 0
SIA paid an interim dividend of 10 cents and final dividend of 28 cents for the FY2022/2023 .
Total dividend 38 cents per share. Dividend yield 6.08% based on current price of $6.25
Please note that SIA financial year ended 31/3
DYODD
 

Zenith      ( Date: 15-Nov-2023 20:45) Posted:

Got special dividend meh?

Sin_Cos_Tan      ( Date: 15-Nov-2023 09:14) Posted:

See how BB trying to press down the SIA price despite record quarterly performance ...
1. Analysts keep their ' reduce' and ' sell' calls on SIA despite record quarterly performance
2. 过 去 七 天 卖 空 最 多 的 五 只 本 地 股 票 是 新 加 坡 航 空 ( SIA) , 共 卖 空 1亿 2545万 股 .....
3. 上 周 机 构 投 资 者 净 卖 出 SIA 40.57M

https://www.zaobao.com.sg/finance/singapore/story20231114-1450036
Agreed with bro Panda8....
why bother of price moving up or down, BB will push up the price after CD. 
Looking toward year end dividend + special dividend.
DYODD
 


Good Post  Bad Post 
First   < Newer   301-320 of 688   Older>   Last  



ShareJunction Version: 27 Nov 2020 ver - All Rights Reserved. Copyright ShareJunction Pte. Ltd. Disclaimer: All prices from are delayed. ShareJunction does not provide you with any financial advice. We are not into the business of providing any investment advice. See our Terms and Conditions and Privacy Policy of using this website. Data is delayed for varying periods of time depending on the exchange, but for at least 15 minutes. Copyright © SIX Financial Information Ltd. and its licensors. All Rights reserved. Further distribution and use by third parties prohibited. SIX Financial Information and its licensors make no warranty for information displayed and accept no liability for data and prices. SIX Financial Information reserves the right to adapt and/or alter this website at any time without prior notice.

Web design by FoundationFlux. Hosted with Signetique Cloud.