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CGSI Research - Growth mindset intact for FY26F
4Q25 PATMI of S$32.9m (+70.4% yoy, +26.4% qoq) was 24.8%/16.7% above our/Bloomberg consensus&rsquo implied 4Q25F estimates.
Higher PBT contribution from Singapore, alongside lower tax expense from deferred tax assets recognised in UK for iGB, drove 4Q25 outperformance.
We expect strong earnings growth yoy in FY26F due to a low base effect 2H26F&rsquo s yoy growth will be contingent on execution of HK pension projects.
Reiterate Add, with a higher SOP-based TP of S$13.30.
ifast team is slippery. they are full of it.
They are promising ORSO contributions since 2024, and it keeps getting delayed.
their HK brokerage business AUA is stagnant too, with so many different brokers in HK and a very tough fees competition.
no one in HK wants clunky ifast fsmone broker app.
DYDD
They are promising ORSO contributions since 2024, and it keeps getting delayed.
their HK brokerage business AUA is stagnant too, with so many different brokers in HK and a very tough fees competition.
no one in HK wants clunky ifast fsmone broker app.
DYDD
Wishing everyone a Healthy and Prosperous Lunar New Year
发 发 发
发 发 发
With regard to overall Hong Kong business (including wealth management and ePension), the Group is targeting double-digit growth in both revenue and profitability in 2026. The ORSO Pension administration business is expected to start contributing in 2H2026 while the Macau ePension business is expected to show substantial growth. Barring unforeseen circumstances, the Group expects 2026 to deliver healthy growth in revenue and profitability.
For FY2026, the Board of Directors expects to propose a total dividend of 10.50 cents per share or higher (at least 25.0% increase compared to FY2025).
Now cheap cheap don buy, once it reverse upwards and move twds $10, pple
wl start chasing.....
Letz C
For FY2026, the Board of Directors expects to propose a total dividend of 10.50 cents per share or higher (at least 25.0% increase compared to FY2025).
Now cheap cheap don buy, once it reverse upwards and move twds $10, pple
wl start chasing.....
Letz C
I started seeing ifast fsmone global ads on Youtube.
Just like longbridge, tiger brokers and countless others, ifast is in high competitive industry with the ever-lower fees.
ifast HK empf project is almost finished, and the UK bank customer deposit growth is sluggish?
how to grow fast to justify a high P/E valuation? hmm
dydd
Just like longbridge, tiger brokers and countless others, ifast is in high competitive industry with the ever-lower fees.
ifast HK empf project is almost finished, and the UK bank customer deposit growth is sluggish?
how to grow fast to justify a high P/E valuation? hmm
dydd
alexvar ( Date: 13-Feb-2026 16:31) Posted:
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Gong Xi Fatt Cai!
Hope your investments bring you great returns. May this Year of the Fire Horse bring huge fortune for the investors!
Huat ah !
Hope your investments bring you great returns. May this Year of the Fire Horse bring huge fortune for the investors!
Huat ah !
msksmsks ( Date: 16-Feb-2026 08:39) Posted:
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Bro, u are right. I also overlooked it.
Hope you are also doing great.
Happy Lunar NewYear
Hope you are also doing great.
Happy Lunar NewYear
lifeisgood ( Date: 15-Feb-2026 22:12) Posted:
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This AI answer seemed to have made a significant mistake by confusing AUM with AUA. They are two very different things. IFast AUM is just a tiny subset of the AUA.
msksmsks ( Date: 15-Feb-2026 15:41) Posted:
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I started trading since SAR - 2003 ....thanks God im still kicking in Horse Year 2026 
..if you old enough in this forum you should know my old nick...
.I created scary nick so that admin not dare anyhow ban me..haha
Happy Horse Year to all Newbies here ...Huaaaaat aghhh !!!!
..if you old enough in this forum you should know my old nick....I created scary nick so that admin not dare anyhow ban me..haha
Happy Horse Year to all Newbies here ...Huaaaaat aghhh !!!!
msksmsks ( Date: 15-Feb-2026 19:25) Posted:
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Let's see if she goes down to 8.80 or 8.30 to nibble a bit! Pls dyodd
Their hkg E-Pensions biz juz the beginning and wl stay here for long term profitability
In addition, Macao pension fund wl be coming on board too.
Let their Q1 result do the talking whether the
mgmt honour their words with higher dividend
payout (10.5 ct ) FY26 vs FY25 (8.4) and healthy
growth
No need to run even yr nick sounds scary.
Numbers won't lie, but.
Lets C
In addition, Macao pension fund wl be coming on board too.
Let their Q1 result do the talking whether the
mgmt honour their words with higher dividend
payout (10.5 ct ) FY26 vs FY25 (8.4) and healthy
growth
No need to run even yr nick sounds scary.
Numbers won't lie, but.
Lets C
The stocks' s performance depends more on the ability to spin a story :(
With no new growth points in the business model + there are no new stories to tell + the markets is only so big + extremely high stocks price has already priced in previous expectations = Runnnnnnnnnnnnnn !!!
With no new growth points in the business model + there are no new stories to tell + the markets is only so big + extremely high stocks price has already priced in previous expectations = Runnnnnnnnnnnnnn !!!
Do a AI search for IFast. Question asked whether IFast is a good buy now and whether earnings sustainable?
Meta AI: iFast Corporation Ltd (SGX: AIY) seems like a solid buy, with analysts giving it a "Buy" rating. The current price is around S$9.39, and analysts predict it'll hit S$13.50 in the next 12 months, representing a 14.45% upside potential. Here are some key points to consider:
- *Revenue Growth*: iFast is expected to grow its revenue by 16.6% per annum, outpacing the Singapore market's 4% growth.
- *Earnings Growth*: Earnings are forecasted to grow by 22.2% per annum, with a Return on Equity (ROE) of 23.1% in 3 years.
- *Digital Banking*: iFast's digital banking initiatives and strategic partnerships are driving growth and profitability.
Some analysts have raised their target prices, citing strong growth prospects and capacity expansion. Aletheia Capital analyst Nirgunan Tiruchelvam maintains a "buy" recommendation with a target price of S$13.50, highlighting iFast's attractive risk-reward profile and balance-sheet optionality ¹ ².
Ifast's earnings seem sustainable, driven by its strong growth in revenue and net profit. In FY2025, the company reported a 50.1% increase in net profit to $100.1 million, with revenue growing 34.4% to $514.72 million. The company's asset under management (AUM) also hit a record $31.98 billion, up 27.9% year-over-year ¹ ².
*Key Drivers:*
- *Digital Banking*: iFast Global Bank achieved its first full year of profitability, with a profit before tax of $3.1 million.
- *ePension Business*: The Hong Kong ePension division is expected to drive revenue growth, with long-term operational contracts providing a steady revenue stream.
- *Wealth Management Platform*: iFast's core wealth management platform business continues to grow, with a 34% increase in net revenue ² ³.
Analysts predict healthy growth in revenue and profitability for FY2026, with iFast targeting $100 billion in AUM by 2028-2030.
Juz sharing along.
Meta AI: iFast Corporation Ltd (SGX: AIY) seems like a solid buy, with analysts giving it a "Buy" rating. The current price is around S$9.39, and analysts predict it'll hit S$13.50 in the next 12 months, representing a 14.45% upside potential. Here are some key points to consider:
- *Revenue Growth*: iFast is expected to grow its revenue by 16.6% per annum, outpacing the Singapore market's 4% growth.
- *Earnings Growth*: Earnings are forecasted to grow by 22.2% per annum, with a Return on Equity (ROE) of 23.1% in 3 years.
- *Digital Banking*: iFast's digital banking initiatives and strategic partnerships are driving growth and profitability.
Some analysts have raised their target prices, citing strong growth prospects and capacity expansion. Aletheia Capital analyst Nirgunan Tiruchelvam maintains a "buy" recommendation with a target price of S$13.50, highlighting iFast's attractive risk-reward profile and balance-sheet optionality ¹ ².
Ifast's earnings seem sustainable, driven by its strong growth in revenue and net profit. In FY2025, the company reported a 50.1% increase in net profit to $100.1 million, with revenue growing 34.4% to $514.72 million. The company's asset under management (AUM) also hit a record $31.98 billion, up 27.9% year-over-year ¹ ².
*Key Drivers:*
- *Digital Banking*: iFast Global Bank achieved its first full year of profitability, with a profit before tax of $3.1 million.
- *ePension Business*: The Hong Kong ePension division is expected to drive revenue growth, with long-term operational contracts providing a steady revenue stream.
- *Wealth Management Platform*: iFast's core wealth management platform business continues to grow, with a 34% increase in net revenue ² ³.
Analysts predict healthy growth in revenue and profitability for FY2026, with iFast targeting $100 billion in AUM by 2028-2030.
Juz sharing along.
I hv vested interest fm now onwards
and been buying ..
Letz C
and been buying ..
Letz C
msksmsks ( Date: 12-Feb-2026 16:28) Posted:
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IFast had various segments of biz...
One sector is weaker doesn't mean the overall
profitability had been compromised or dragged
down drastically
Afterall , aren't we need to see the whole picture
which is the overall revenue/profitability instead
isolate one segment of its biz..
Essentially, IFAST biz had improved alot comparing
FY24, and now even guiding healthy revenue and higher
dividend payout for FY26.
Mind you, how many Co can guide higher dividend
payout in such early stage ? Rarely...
This already implying biz wl be better than FY25.
Read btwn the lines.
One sector is weaker doesn't mean the overall
profitability had been compromised or dragged
down drastically
Afterall , aren't we need to see the whole picture
which is the overall revenue/profitability instead
isolate one segment of its biz..
Essentially, IFAST biz had improved alot comparing
FY24, and now even guiding healthy revenue and higher
dividend payout for FY26.
Mind you, how many Co can guide higher dividend
payout in such early stage ? Rarely...
This already implying biz wl be better than FY25.
Read btwn the lines.
tangsookiam1947 ( Date: 14-Feb-2026 13:30) Posted:
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Just wonder if IFAST would ever have a bite of the cherry to be involved in the EQDP fund managers? say their broker of sort or collaboration?
IFAST afterall is a local company.
Just nibbled some using CPF to prevent myself from affected by short term prices.
IFAST afterall is a local company.
Just nibbled some using CPF to prevent myself from affected by short term prices.
Ifast did well and surpassed analyst expectations.
Mgmt guided a rosy FY26 with healthy growth and higher dividend payout (10.5ct vs 8 4)
Q1 result is not too far away and with mgmt positive guidance , let their result speaks for itself and prove the skeptics wrong .
With our gov pouring another 1.5bil Anchor fund , wl further boost liquidity benefiting not only SGX but also IFast as well with improved funds flow and higher trading activities.
The ORSO Pension administration business is expected to start contributing in 2H2026 while the Macau ePension business is expected to show substantial growth.
With such growth story , IFast wl resume its uptrend to next higher level exceeding its recent high
Mgmt guided a rosy FY26 with healthy growth and higher dividend payout (10.5ct vs 8 4)
Q1 result is not too far away and with mgmt positive guidance , let their result speaks for itself and prove the skeptics wrong .
With our gov pouring another 1.5bil Anchor fund , wl further boost liquidity benefiting not only SGX but also IFast as well with improved funds flow and higher trading activities.
The ORSO Pension administration business is expected to start contributing in 2H2026 while the Macau ePension business is expected to show substantial growth.
With such growth story , IFast wl resume its uptrend to next higher level exceeding its recent high
High volume and breaking the support
without BBs this stocks worth $1.60 nia.... now not RuNNNN waiting to hold hot potato ?!!!
tangsookiam1947 ( Date: 14-Feb-2026 13:30) Posted:
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