Earnings Season Watch: SGX & K

Earnings Season Watch: SGX & Keppel – More Upside Ahead?

With earnings season heating up, SGX and Keppel are back in focus. SGX continues to benefit from strong derivatives trading volume and growing investor participation in Asian markets. Meanwhile, Keppel’s transformation into an asset-light model and focus on infrastructure, energy transition, and connectivity solutions looks promising for long-term growth.

Key things I’m watching:

• SGX trading volume and derivatives growth trends

• Keppel’s asset monetisation progress and recurring income expansion

• Guidance and outlook amid global rate and economic uncertainty

Both companies have shown strong strategic shifts, but sustainability of earnings momentum will be crucial. Are these still long-term compounders or nearing fair value?

What’s your take – bullish continuation or wait for pullback?

AEM Upgraded to “Buy” — Is S$4 Within Reach?

AEM has emerged as a dark horse in the Singapore market, soaring more than 50% over the past two weeks. As its key customer (Intel/AI chipmakers) ramps up mass production of next-generation AI accelerators in early 2026, AEM’s Test Cell 2.0 solution has entered a high-growth phase. Its latest earnings report shows dividend payments have resumed, and analysts believe 2026 will mark AEM’s “transformation year.” Amid surging demand for AI chip testing, can AEM reclaim its former leadership in the semiconductor space? Will AEM break above S$4 next?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":531102790288784,"tweetId":"531102790288784","gmtCreate":1770683151929,"gmtModify":1770687449315,"author":{"id":4227665459016892,"idStr":"4227665459016892","authorId":4227665459016892,"authorIdStr":"4227665459016892","name":"Srikas","avatar":"https://community-static.tradeup.com/news/6dbf43c67699617bc7dfd39d9d3cdce8","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.12.03","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[{"themeId":"c4d0e7a7d5d14fb0b99bbdcd627790ba","categoryId":"7cf744760f454845a1870a05ea4e151d","name":"AEM Upgraded to “Buy” — Is S$4 Within Reach?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":c4d0e7a7d5d14fb0b99bbdcd627790ba}&rnconfig={\"headerBarHidden\": true}","description":"AEM has emerged as a dark horse in the Singapore market, soaring more than 50% over the past two weeks. As its key customer (Intel/AI chipmakers) ramps up mass production of next-generation AI accelerators in early 2026, AEM’s Test Cell 2.0 solution has entered a high-growth phase. Its latest earnings report shows dividend payments have resumed, and analysts believe 2026 will mark AEM’s “transformation year.”\n\nAmid surging demand for AI chip testing, can AEM reclaim its former leadership in the semiconductor space?\nWill AEM break above S$4 next?","image":"https://community-static.tradeup.com/news/c559a785cc61494cd44f414b436a656e"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>Earnings Season Watch: SGX &amp; Keppel – More Upside Ahead?\nWith earnings season heating up, SGX and Keppel are back in focus. SGX continues to benefit from strong derivatives trading volume and growing investor participation in Asian markets. Meanwhile, Keppel’s transformation into an asset-light model and focus on infrastructure, energy transition, and connectivity solutions looks promising for long-term growth.\nKey things I’m watching:\n• SGX trading volume and derivatives growth trends\n• Keppel’s asset monetisation progress and recurring income expansion\n• Guidance and outlook amid global rate and economic uncertainty\nBoth companies have shown strong strategic shifts, but sustainability of earnings momentum will be crucial. Are these still long-term compounders or nearing fair value?\nWhat’s your take – bullish continuation or wait for pullback?</body></html>","htmlText":"<html><head></head><body>Earnings Season Watch: SGX &amp; Keppel – More Upside Ahead?\nWith earnings season heating up, SGX and Keppel are back in focus. SGX continues to benefit from strong derivatives trading volume and growing investor participation in Asian markets. Meanwhile, Keppel’s transformation into an asset-light model and focus on infrastructure, energy transition, and connectivity solutions looks promising for long-term growth.\nKey things I’m watching:\n• SGX trading volume and derivatives growth trends\n• Keppel’s asset monetisation progress and recurring income expansion\n• Guidance and outlook amid global rate and economic uncertainty\nBoth companies have shown strong strategic shifts, but sustainability of earnings momentum will be crucial. Are these still long-term compounders or nearing fair value?\nWhat’s your take – bullish continuation or wait for pullback?</body></html>","text":"Earnings Season Watch: SGX & Keppel – More Upside Ahead? With earnings season heating up, SGX and Keppel are back in focus. SGX continues to benefit from strong derivatives trading volume and growing investor participation in Asian markets. Meanwhile, Keppel’s transformation into an asset-light model and focus on infrastructure, energy transition, and connectivity solutions looks promising for long-term growth. Key things I’m watching: • SGX trading volume and derivatives growth trends • Keppel’s asset monetisation progress and recurring income expansion • Guidance and outlook amid global rate and economic uncertainty Both companies have shown strong strategic shifts, but sustainability of earnings momentum will be crucial. Are these still long-term compounders or nearing fair value? What’s your take – bullish continuation or wait for pullback?","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/531102790288784","repostId":0,"isVote":1,"tweetType":1,"viewCount":853,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["BN4.SI"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":733,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/531102790288784"}