$ThaiBev(Y92.SI)$ ThaiBev H1 profit falls 3.2% to S$559.5 million on impairment loss from the discontinued operations of a joint venture. 🙏 Excluding this one-off loss, the group’s attributable profit from normal business operations would have increased 8.5% year on year to 16 billion baht.💰💰 Revenue for the half-year fell 2.5% to 173.2 billion baht. Dividend : 0.15 baht💰 Payout: 12 Jun
$SIA(C6L.SI)$ let's read deep into the results.... 1) H2 profit ended March -56% 💭 2) At the operating level, the group’s profit also hit a high of S$1.6 billion, +72%.💰💰💰 For the full year, the airline group’s net profit S$1.2 billion.🎉🎉🎉 3) high fuel concerns.🫨 4 Air India ( big) headache..💩
$SIA(C6L.SI)$ SIA H2 profit ended March -56% year on year to S$945.5 million. This is due to absence of a one-off, non-cash accounting gain of S$1.1 billion. SIA posted a record revenue of S$10.8 billion for H2 FY2026, + 8% year on year. At the operating level, the group’s profit also hit a high of S$1.6 billion, +72%. For the full year, the airline group’s net profit S$1.2 billion.
$AEM SGD(AWX.SI)$ AEM Holdings has reported earnings of $14.35 million for its 1QFY2026, a 329.4% y-o-y jump, on the back of a 35% increase in revenue to $116.9 million, as it fulfilled more orders from its key customers. AEM has raised its GY2026 revenue guidance by around a fifth to $550 million to $600 million.
$Kep Infra Tr(A7RU.SI)$ Keppel Infrastructure Trust Q1 distributable income down 17.3% at S$53.7 million. Distributable income for the energy transition segment rose 19.7% y-y to S$46.5 million. Distributable income for the environmental services segment +8.9% y-y to S$7.1 million. The distribution and storage segment posted a -9.7% in distributable income to S$21.3 million. KIT’s industrial infrastructure business Ixom reported FFO of S$16.6 million for (-6% ) Q1. Net gearing 41.9 %.
$Kimly(1D0.SI)$ Coffeeshop chain Kimly's revenue for 1HFY2026 was up 1.3% y-o-y to $161.4 million with contributions from newly acquired coffeeshops and stalls. With better margins, the company was able to report earnings of $16.4 million, an increase of 10.6% for the same half year ended March. As at March 31, it held some $65.1 million in cash. Dividend :0.01
$Genting Sing(G13.SI)$ Genting Singapore's revenue for its 1QFY2026 ended March -3% y-o-y to $607.6 million. Earnings - 55% to $65.2 million, on higher costs. Gaming revenue was down 8% in the quarter to $403.4 million. Non-gaming revenue was up 8% to $204 million.
The high oil prices won't affect SIA for now.But if the situation drags on for another 3 to 6 months, it will affect SIA profit. For the FY results, I predict that revenue+5% y-y Profit+ $1012m.
$UMS(558.SI)$ UMS posted a 43% surge in earnings to S$14 million for its first quarter ended Mar 31> Revenue grew 20 % on the year to S$69.4 million from S$57.7 million. UMS Integration said that all key markets geographically reported higher revenue in Q1, with strong double digit growth, except for the US market, which recorded a 12% decline in sales amid lower semiconductor and aerospace component shipments> Dividend : S$0.01
$Singtel(Z74.SI)$ Capital Group raised its deemed stake in SingTel via a market purchase of 19,314,800 voting shares. Average consideration was SGD 4.67 per share. Total deemed interest increased to 837,947,249 shares, representing 5.1% of issued shares, from 818,632,449 shares, or 4.98%..