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Sats
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JurongW
Elite |
03-Jun-2026 16:05
Yells: "Earnings give weight, Chart give wings" |
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LIM & TAN
SATS ($3.95, up 10 cents) recently released their results and stated that it achieved 4Q FY26 revenue of S$1.62 billion, an increase of 9.8% compared to the same period last year with growth across all business segments. The Middle East conflict, which escalated in the final month of the quarter, weighed on revenue, costs, operating profit and associates and joint ventures&rsquo earnings. SATS market cap stands at $5.8bln and currently trades at 18.2x forward PE and 2.2x PB, with a dividend yield of 1.8%. Consensus target price stands at $4.42, representing 11.9% upside from current share price. Given the current Middle East conflict that would likely weigh on earnings moving forward and that share price has increased c.24% since our last recommendation, we post an Accumulate on Weakness rating on SATS. |
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Luzern
Supreme |
03-Jun-2026 10:11
Yells: "9" |
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Nice. Finally $4 + | ||||
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seanpent
Supreme |
03-Jun-2026 10:03
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Steady pom-pi-pi ! |
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beng1102
Elite |
03-Jun-2026 09:48
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Above $4 now.
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beng1102
Elite |
03-Jun-2026 09:39
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Hit $4.
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beng1102
Elite |
02-Jun-2026 10:37
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Easily go back up to above $4. Last closed still above 100% traded volume compares to the average of the last 432 days and closed positive.
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seanpent
Supreme |
02-Jun-2026 10:31
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We need more hindsight info like this, not after it has happened 
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JurongW
Elite |
01-Jun-2026 15:55
Yells: "Earnings give weight, Chart give wings" |
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SATS has erased 11 weeks of decline in just 2 weeks. With momentum this strong, a triple top breakout in June could open the runway toward 4.22, 4.34, and even 4.51. 
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Joelton
Supreme |
30-May-2026 13:36
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Can Sats sustain growth amid global supply chain disruption? Looking at Sats&rsquo s latest results, the company appears to tick all the boxes financially. For the year ended March 31, revenue was at a record high of $6.3 billion, which represents a growth of 9% y-o-y, while its ebitda margin improved 0.3 percentage points to 18.1%. Patmi rose 17% y-o-y to $285.2 million, while total dividend per share increased 40% to 7 cents. The company&rsquo s shares also climbed 19 cents, or 5.64%, to close at $3.56 on May 26. At the results briefing, Sats president and CEO Kerry Mok says the company was not directly affected in the early stages of the Middle East conflict, as it only has a presence in Saudi Arabia and Oman. &ldquo Due to the chaos, our Middle East operations were affected as the Gulf airline carriers cancelled their flights, which affected us because we are also their cargo handlers in Europe and the United States as well. Hence, if they are not flying, imports will be reduced, and therefore volumes are affected.&rdquo Despite the flight cancellations, Mok says Sats&rsquo s network was able to capture rerouting opportunities, owing to a major investment the company made even as the pandemic&rsquo s effects were still being felt. &ldquo We are proud to state that the platform we created, which was the combination of Sats and WFS, has proven its resiliency in how we navigate any tensions across the global network. From the Ukraine War to the recent Middle East conflict, we were able to withstand some of these shocks and find new paths to grow and find ways to work with our customers and manage the global supply chain.&rdquo Sats has witnessed growth in cargo volume due to the re-routing. For FY2026, total cargo processed grew 7% y-o-y to 9.65 million tonnes, with the majority of the growth coming from Europe, the Middle East, Africa and Asia (EMEAA), which saw 15.3% y-o-y growth to 4.07 million tonnes. Mok believes that Sats is in a privileged position where the company is now talking to customers on a global basis and sharing its network, expertise and ways it can work with them to help manage their businesses. Even so, as the conflict drags on, rising oil prices have pushed up Sats&rsquo s input costs, particularly in utilities and energy. Mok says that food costs remain a significant expense driver, especially for the company&rsquo s food solutions business. &ldquo Those costs will start to come in as our contracts with our partners are expiring, and once we negotiate the new contracts, you will start to see those costs coming through.&rdquo Sats CFO Timothy Tang adds that Sats will have to manage these rising cost inputs for as long as the Middle East conflict continues. &ldquo Longer term, this will normalise, and that is where the growth in our network will offset that cost increase. Right now, we need to ensure that we can manage this shock for the short and medium term and use our internal efficiencies to offset the rising cost.&rdquo Meanwhile, Mok believes that there will be a lagging impact from the higher price resulting from the new negotiated contracts, and the company will have to think about how to pass it on to customers. He adds: &ldquo While there is growth in our top line, we cannot allow costs to run ahead too much, and therefore improving productivity and efficiency within our operations will help to offset some of these cost increases.&rdquo Following a results briefing marked by both opportunities and challenges, the key question is whether Sats can sustain its growth trajectory in the coming years amid the ongoing conflict. But for now, Mok is confident that Sats is still on track in achieving its FY2029 targets of more than $8 billion in revenue, 20% or more ebitda margin and above 15% ROE. |
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Delvyss
Elite |
29-May-2026 10:23
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SATS: Steady As She Cargoes https://sginvestors.io/analysts/research/2026/05/sats-dbs-research-2026-05-28 |
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seanpent
Supreme |
29-May-2026 09:24
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Several bids bought up at one go? | ||||
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seanpent
Supreme |
29-May-2026 09:11
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$4 will be back soon
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JurongW
Elite |
28-May-2026 23:26
Yells: "Earnings give weight, Chart give wings" |
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The Return of the Prodigal Son - Exponential Recovery with a steep slope, snapping back into the ascending channel.
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beng1102
Elite |
28-May-2026 23:01
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The closing today is even stronger than the previous day. Traded volume surge by 375.61% compares to the average of the last 431 days and price closed even stronger. So still very strong and likely to continue going up.
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beng1102
Elite |
28-May-2026 14:38
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The trading volume surged 340.52% on closing of 26 May 2026 compares to the average of last 430 trading days. Price closed up strongly. This simply show how bullist the buying is.
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JurongW
Elite |
28-May-2026 12:38
Yells: "Earnings give weight, Chart give wings" |
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Add: OCBC - 4.20 Maybank - 4.52
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JurongW
Elite |
28-May-2026 12:15
Yells: "Earnings give weight, Chart give wings" |
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Price target post result annoucement: DBS - 4.40 CGSI - 4.68 UOBKH- 4.75 |
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beng1102
Elite |
28-May-2026 09:44
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Easily go back up to above $4.
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seanpent
Supreme |
28-May-2026 09:13
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Yes ! | ||||
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seanpent
Supreme |
28-May-2026 08:35
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Yeah !
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