Post Reply
121-140 of 306
绝 对 不 可 能 ！
Tob231 ( Date: 31-Jul-2025 09:28) Posted:
|
Despite Singapore shares down amid mixed regional showing .... SIA is holding up
My friend, to selldown to 6.30 is 55c.
need a massive selldown to do it .... just look at the volume .... 不 可 能
need a massive selldown to do it .... just look at the volume .... 不 可 能
shk363 ( Date: 30-Jul-2025 13:28) Posted:
|
Mai tiam tiam kia .... sell volume has came down drastically .... super pilot came to the rescue
the coast is more less clear .... any downgrade for SIA
pump some EQDP
imho
the coast is more less clear .... any downgrade for SIA
pump some EQDP
imho
The falling knife slowed down and may have been cushioned buy the generous dividend 30c, what Keppel is paying out 19c
XD 8 Aug and Payout on 27 Aug
Guess it is safe landing for now
XD 8 Aug and Payout on 27 Aug
Guess it is safe landing for now
camp at 6.30
SIA is finding its bottom, friendly reminder to not chiong in and thought buying cheap. Put a snooze at $6.70 (once broken) will see next support at $6.30..
Dyodd.
Dyodd.
SIA shares sink over 7% as analysts downgrade carrier on sharp Q1 profit drop
Maybank downgrades the airline from a &lsquo hold&rsquo to a &lsquo sell&rsquo , while CGSI updates its rating from &lsquo hold&rsquo to &lsquo reduce&rsquo
[SINGAPORE] Analysts downgraded their calls on Singapore Airlines (SIA) : C6L -7.37% and slashed price targets for the national carrier after its profit plunged 58.8 per cent for its first quarter ended June.
The counter dropped as much as 8.7 per cent to S$6.94 after market open - its lowest level in more than three weeks - with 2.6 million shares changing hands.
By the close, it was down 7.37 per cent to S$7.04. With some 38.5 million shares transacted, it was one of the most heavily traded counters by volume on the Singapore Exchange.
Maybank downgraded the airline to &ldquo sell&rdquo from &ldquo hold&rdquo , lowering its target price to S$6.75 from S$6.85, and CGS International (CGSI) downgraded SIA to &ldquo reduce&rdquo from &ldquo hold&rdquo , cutting its target price to S$6.80 from S$6.88. DBS Group Research maintained &ldquo hold&rdquo and raised its target price to S$6.40 from $6.30.
Citing weaker-than-expected earnings from SIA and its share of losses for Air India, which SIA owns a 25.1 per cent sake in, CGSI analyst Raymond Yap said on Monday: &ldquo We downgrade our recommendation on SIA to reduce, and advise investors to take profit.
&ldquo SIA&rsquo s share price is now trading at a historical price-to-book-value of 1.45 times, close to three standard deviations above the mean since 2011, which we view as very rich.&rdquo
Similarly, Maybank analyst Eric Ong on Monday noted that Air India losses dragged on SIA&rsquo s bottom line in spite of lower fuel prices supporting operating performance.
&ldquo We also cut our FY2026 to FY2028 (estimates for) core earnings per share by 25 to 29 per cent to factor in rising non-fuel costs and weaker cargo business. We think the share price has run ahead of its fundamentals and downgrade SIA,&rdquo Ong said.
Meanwhile, DBS Group Research analyst Jason Sum expects SIA&rsquo s core earnings to normalise in FY2026 and eventually improve in FY2027.
Stabilising passenger yields in the medium term and a more benign jet fuel environment could provide tailwinds for the group, Sum said.
Air India losses could widen
SIA&rsquo s share of losses from Air India could increase, CGSI&rsquo s Yap said.
He estimates that the losses could be S$250 million for FY2026 and S$200 million for FY2027 &ndash wider than S$75 million previously forecast.
While Air India&rsquo s weak results for Q1 FY2026 &ndash which dragged on SIA&rsquo s bottom line &ndash could have been due to one-off compensation provisions for the Jun 12 Ahmedabad plane crash, its subsequent financial performance could remain weak, Yap said.
This is in light of the 15 per cent cut in Air India&rsquo s wide-body international flights and 5 per cent reduction of its narrow-body flights in the immediate aftermath of the crash, Yap said, citing Reuters data.
DBS Group Research&rsquo s Sum said that Air India will likely remain a &ldquo near-term drag&rdquo for SIA.
&ldquo (Its) losses were significantly deeper than expected and are unlikely to ease in the near term as the airline navigates a complex restructuring alongside reputational damage,&rdquo he said.
However, Air India&rsquo s losses may eventually narrow amid ongoing transformation initiatives which could reduce its drag on SIA&rsquo s bottom line, he said.
Uncertain outlook for cargo business
Moving forward, SIA&rsquo s demand for air cargo could be affected by tariff uncertainty, Maybank&rsquo s Ong said.
He observed that the carrier&rsquo s air cargo demand had softened in June after previously being supported by front-loading activity as businesses pre-empted US tariffs.
&ldquo We believe the uncertainty over how the Trump Administration&rsquo s trade policies will evolve could hold back critical business decisions that drive economic activity, and with it the demand for air cargo.&rdquo
He noted that cargo flown revenue had slipped 1.9 per cent year on year as yields deteriorated 4.4 per cent, which was &ldquo worse than expected&rdquo .
Potential tailwinds
Jetstar Asia&rsquo s closure on Jul 31 could present an opportunity for SIA as the group will ramp up capacity across various Asian destinations to fill the service gap after the budget airline exits, Maybank&rsquo s Ong said.
SIA&rsquo s low-cost arm Scoot will commence operations to Labuan Bajo and Medan, as well as Okinawa, subject to regulatory and operational approvals, he said.
Additionally, air travel demand is likely to stay healthy for Q2 FY2026 across most regions in view of the summer peak season, Ong added.
DBS Group Research&rsquo s Sum expects SIA to be able to manage costs well, on the back of lower prices for jet fuel, which usually covers 20 to 30 per cent of operating costs.
This could be a tailwind for SIA and help offset margin pressures, Sum said.
Moreover, cost saving opportunities have emerged and the airline has enjoyed efficiency gains in customer service, he added.
Some correction is ok.
Expected to go up tomorrow.
Time to collect some to keep for dividend as well.
Expected to go up tomorrow.
Time to collect some to keep for dividend as well.
huattuatua ( Date: 29-Jul-2025 17:16) Posted:
|
Agreed w both Genevalee n Mav1ryan
I am also concern w the amount of cash burning up due to the large number of mths of bonus .....do they really all performed well?
Should not Mgt concerved more cash ...pay up the debt and look into the head wings coming up
SIA really profit from B and F class ....and most of this are from corporate world ....wait for the hard times coming up ...CUT budget on travel and SIA is the
most affected as it is the most expensive .
Scott is also against many cheaper budget carrier. I gues the last few years after C19, it has really not move forward much except for all natural returns
to travel . Emirates and many are catching up fast .
DYODD.
I am also concern w the amount of cash burning up due to the large number of mths of bonus .....do they really all performed well?
Should not Mgt concerved more cash ...pay up the debt and look into the head wings coming up
SIA really profit from B and F class ....and most of this are from corporate world ....wait for the hard times coming up ...CUT budget on travel and SIA is the
most affected as it is the most expensive .
Scott is also against many cheaper budget carrier. I gues the last few years after C19, it has really not move forward much except for all natural returns
to travel . Emirates and many are catching up fast .
DYODD.
mav1ryan ( Date: 30-Jul-2025 10:08) Posted:
|
I agree with genevalee on the analogy.
I had dealt with India business owners or " India investment embassador" , and they all want you to invest in India by sweet talking with a bed of roses. For example they want foreign investment to pump in money for Semiconductor, but they do not even have enough clean water for human consumption? They will promise anything that sounds very convincing, investment monies once sunk into India will see trouble getting out. This is exactly like the old China style.
In anyway, don' t touch India now will be a sound advice. Not a trustworthy place to invest your hard earned money.
Just my thoughts.
I had dealt with India business owners or " India investment embassador" , and they all want you to invest in India by sweet talking with a bed of roses. For example they want foreign investment to pump in money for Semiconductor, but they do not even have enough clean water for human consumption? They will promise anything that sounds very convincing, investment monies once sunk into India will see trouble getting out. This is exactly like the old China style.
In anyway, don' t touch India now will be a sound advice. Not a trustworthy place to invest your hard earned money.
Just my thoughts.
susanbloom ( Date: 29-Jul-2025 17:55) Posted:
|
I name 1, DBS?
genevalee ( Date: 29-Jul-2025 16:40) Posted:
|
I trust your senses. What's your view of SIA before the dividend?
susanbloom ( Date: 29-Jul-2025 17:55) Posted:
|
Ok but this smells of trying to talk the price down
genevalee ( Date: 29-Jul-2025 16:40) Posted:
|
38M shares transacted,
more downside to be expected for the next few sessions
more downside to be expected for the next few sessions
strong support at 7
u aint wrong. other investor think the same
BinderyT ( Date: 29-Jul-2025 12:35) Posted:
|
Ownself talking to ownself.... FUNNY !
susanbloom ( Date: 29-Jul-2025 12:44) Posted:
|
Flying into a rage and resorting to name-calling is your testament that my inference is correct !
BinderyT ( Date: 29-Jul-2025 12:37) Posted:
|
Analysts ( see below ) are like sheep / always following and reacting and always too late 😂
SINGAPORE] Analysts downgraded their calls on Singapore Airlines (SIA) and slashed price targets for the national carrier after its profits plunged 58.8 per cent for its first quarter ended June.On Tuesday (Jul 29) morning, SIA shares dived 8.7 per cent to S$6.94 in early trade.Maybank downgraded the airline from a &ldquo hold&rdquo to a &ldquo sell&rdquo call, lowering its price target to S$6.75 from S$6.85 previously while CGS International (CGSI) downgraded SIA from &ldquo hold&rdquo to &ldquo reduce&rdquo and cut its price target to S$6.80.
SINGAPORE] Analysts downgraded their calls on Singapore Airlines (SIA) and slashed price targets for the national carrier after its profits plunged 58.8 per cent for its first quarter ended June.On Tuesday (Jul 29) morning, SIA shares dived 8.7 per cent to S$6.94 in early trade.Maybank downgraded the airline from a &ldquo hold&rdquo to a &ldquo sell&rdquo call, lowering its price target to S$6.75 from S$6.85 previously while CGS International (CGSI) downgraded SIA from &ldquo hold&rdquo to &ldquo reduce&rdquo and cut its price target to S$6.80.