To The Moon

The news about Singapore Airlines' $SIA(C6L.SI)$  profit tumbling in the first quarter came as a real negative surprise to me. With net income dropping 59% to S$186 million due to losses from Air India Ltd. and lower interest income, it paints a challenging picture. The slight revenue increase of 1.5% to S$4.79 billion, driven by record travel volumes and strong cargo demand, offers some relief, but the overall financial strain is concerning.

This week, with Keppel, Seatrium, First REIT, and OCBC set to release their earnings, I am particularly optimistic about Keppel $Keppel(BN4.SI)$  . I believe Keppel will continue to deliver great results, building on its strong track record. Its diversified portfolio and focus on infrastructure and energy sectors give me confidence that it can perform well, perhaps even surpassing expectations like Keppel DC has done.

When it comes to OCBC $ocbc bank(O39.SI)$  , I see similarities with Keppel in terms of stability and potential. As a major bank stock, OCBC often reflects the health of the financial sector in Singapore. I expect it to report solid earnings, supported by a robust economy and steady demand for banking services, which aligns with my positive outlook on financial stocks.

Seatrium's $Seatrium Ltd(5E2.SI)$  performance, with a year-to-date increase of 17.81%, is impressive and keeps me intrigued. I am still holding onto it, hoping the upward trend continues. However, I will be watching its earnings closely to see if this growth is sustainable, especially given the mixed signals from the broader market.

First REIT $First Reit(AW9U.SI)$   is another company I am curious about this week. I am unsure if it will follow the trend of other real estate investment trusts, which have faced challenges recently. Its earnings could provide insight into whether the REIT sector is stabilizing, but I am approaching it with cautious optimism given the current economic climate.

The SIA results have made me more cautious overall, as they highlight vulnerabilities in the travel and aviation sector. This contrast with my expectations for Keppel and OCBC underscores my preference for sectors with stronger fundamentals and less exposure to volatile external factors like airline partnerships or interest rate fluctuations.

I am particularly excited about Keppel's potential to beat expectations, much like Keppel DC has done with its data center focus. Its ability to adapt to market demands and maintain profitability could set a positive tone for the week's earnings reports, which I hope will offset the gloom from SIA.

In summary, while SIA's earnings were a disappointment, I am holding firm in my belief that Keppel and OCBC will shine. Seatrium's growth is a bonus to monitor, and First REIT remains a wildcard. This earnings season could still turn around with strong performances from these key players.

As a retail investor, I focus mainly on the US and Singapore markets, combining a mix of technical trading and long-term investing strategies. I enjoy analyzing charts, spotting patterns, and making calculated moves based on both market sentiment and fundamentals. While I'm not a professional, I treat my portfolio seriously and continue to learn and grow with each trade. If you're also navigating the markets and enjoy discussing stocks, options, or market trends, feel free to follow me. Let's learn and grow together as a community.

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