To The Moon

This earnings season feels quite sentiment-driven, especially around AI infra and tech-linked names. I’m still bullish on companies benefiting from structural demand growth in semicon and data centre expansion, but I think the market is starting to price in near-perfect execution for some counters. AWX and some of the AI infra-related names definitely caught my attention this season. Momentum is strong, but after such a sharp move I’d probably stay cautiously bullish instead of chasing blindly here. Going forward, I’ll probably focus more on order visibility, margins and management guidance rather than just revenue growth alone. Wouldn’t be surprised if we see stronger differentiation between fundamentally strong names and those simply riding sector momentum.

Not just $NTT DC REIT USD(NTDU.SI)$, $Keppel DC Reit(AJBU.SI)$ wasn’t moving much too. It seems like the the data center isn’t part of the ai infrastructure movement and did not gain from the forward movement. There are limited stocks in Singapore, so just have to wait for the right time and price to enter in for a position. Other them $AEM SGD(AWX.SI)$ are you considering?

fuel cost impact, likely result affected

reit

🌟🌟🌟 $SIA(C6L.SI)$ has just announced its highly anticipated full year results on 14 May 2026.  While the passenger volumes has hit a historic peak, SIA's net profit dropped by 57% to SGD 1.18 billion.  The market has instantly punished the stock, dragging it down its 52 week low to close at SGD 6.27. What happened?  SIA copped a massive SGD 945.2 milion share of losses from its 25.1% stake in Air India and the absence of last year's one off SGD 1.1 billion accounting gain. On top of that SIA suffered from the brutal impact of high jet fuel price hike due to the Iran War. On the bright side, SIA declared a total full year dividend of SGD 0.37 per share including a surprise special final dividend.  This represents a nice juicy

🌟🌟🌟What an amazing turnaround for $AEM SGD(AWX.SI)$ !    When I bought AEM at SGD 4.144, I saw it cratered into SGD 1.19 abyss but I held on.  That was when I was caught in the painful tail end of inventory correction that plagued AEM's key customer Intel. Fast forward to today and AEM has skyrocketed to SGD 9.91, a stunning 18.68% in just 1 day! This sudden vertical explosion in the chart was triggered by their recent Q1 26 update.  AEM's net profits quadrupled - up 329%, proving that it is now capturing massive wallet share from global fabless AI giants like NVIDIA and AMD. When I bought AEM, I believe in its sound business fundamentals and now it has proven that it can survive a brutal cyclical downturn and emerged

what happened to kepprl DC REIT??

I’m watching both $AEM SGD(AWX.SI)$ $NTT DC REIT USD(NTDU.SI)$ because they represent two very different AI infrastructure plays. Personally, I think AEM’s +18% surge shows the market is finally pricing in a real semiconductor equipment recovery after a difficult 2024. If AI accelerator & HBM demand keeps rising, AEM may still have more upside. For NTT DC REIT, the muted reaction also makes sense. REIT investors still focus heavily on DPU growth and interest rates, and elevated bond yields are limiting upside for the sector. The market likely wants clearer proof that AI demand can support stronger distributions before rewarding the stock with a higher valuation. Between them, I currently prefer

$AEM SGD(AWX.SI)$ surged +17.84% to S$9.84 today after reporting Q1 FY2026 net profit of S$14.347M, confirming a semiconductor equipment cycle recovery. Meanwhile $NTT DC REIT USD(NTDU.SI)$ — SGX's first pure-play data centre REIT — sits at S$1.02, barely off its July 2025 IPO price after releasing full-year results this week. Both companies are direct plays on AI infrastructure buildout. One ran 18%. The other didn't move. That gap is worth unpacking. AEM: From Intel Dependency to AI Chip Testing AEM builds semiconductor test handlers — precision equipment that validates chips before they ship. The company was badly hit in 2024 when Intel slashed capex, cratering AEM's order book. Q1 FY2026 net prof

✈️✈️ $SIA(C6L.SI)$ has been dipping lower and lower into the pit. Its Net Profit for FY2026 declines by around 60%. It is likely to fall to $6.23. Anything below that would be disastrous. Analysts have downgraded it to ‘Sell’. Thanks for sharing @icycrystal @Tiger_SG

I’m cautiously positive on $SIA(C6L.SI)$ despite Brent crossing US$120. Fuel costs are clearly a major headwind, but SIA’s premium passenger base and Singapore’s safe-haven status could help offset some pressure through stronger business and premium cabin demand. Load factors staying resilient will also be an important sign of pricing power. For FY net profit, I expect a YoY decline mainly due to higher fuel costs and possible Air India-related impact. Still, SIA’s balance sheet and pricing power remain stronger than most airlines, so I don’t see this as a long-term problem. As for Air India, I see it as a long-term strategic bet on India’s aviation growth rather than a short-term earnings driver. The key thing I’ll watch this quarter is the

1. Fuel: 29% of costs, and oil just gained another 20% Fuel represents approximately 29% of SIA's total expenditure — the largest single cost line. The conversation in early April was about US$100 oil threatening aviation recovery. By late April, $Brent Last Day Financial - main 2607(BZmain)$ hit US$120+, the highest level since 2022. Even with hedging, rolling exposure will show up in the numbers. The full-year picture absorbs a cost base that shifted materially in the back half.

Can air line ask extra due fuel price increase?

1. No 2. Up 3. Long-term asset

Replying to @AN88:Why?? Wat crap u talking//@AN88:yes. net profit down.bad

1. Middle East demand helps yields, especially premium and cargo, but cannot fully offset oil at US$120. Fuel remains the dominant cost driver, so margins likely compress despite stronger traffic. 2. FY net profit likely down YoY. Demand is resilient, but higher fuel costs plus Air India losses and softer interest income are key drags. 3. Air India is a long-term strategic asset, not a near-term earnings driver. It gives exposure to India’s structural growth, but is currently dilutive with execution risk. I would price it as a long-duration option, valuable if turnaround succeeds, but a balance sheet drag for now.

If the intent is to hold long for $SIA(C6L.SI)$, then this is a good opportunity to gain some position. Event like such should have already been factor in their strategy plan since oil takes up at list 30% of their expenses. And, oil crisis is not new kid in the block. Once the crisis is over, I have confidence that it will spring and all pressure will disappear.

Singapore airlines good. it will slowly go up. don't scared l. buy and hold

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.

yes. net profit down.bad

$AEM SGD(AWX.SI)$ surged +17.84% to S$9.84 today after reporting Q1 FY2026 net profit of S$14.347M, confirming a semiconductor equipment cycle recovery. Meanwhile $NTT DC REIT USD(NTDU.SI)$ — SGX's first pure-play data centre REIT — sits at S$1.02, barely off its July 2025 IPO price after releasing full-year results this week. Both companies are direct plays on AI infrastructure buildout. One ran 18%. The other didn't move. That gap is worth unpacking. AEM: From Intel Dependency to AI Chip Testing AEM builds semiconductor test handlers — precision equipment that validates chips before they ship. The company was badly hit in 2024 when Intel slashed capex, cratering AEM's order book. Q1 FY2026 net prof

This earnings season feels quite sentiment-driven, especially around AI infra and tech-linked names. I’m still bullish on companies benefiting from structural demand growth in semicon and data centre expansion, but I think the market is starting to price in near-perfect execution for some counters. AWX and some of the AI infra-related names definitely caught my attention this season. Momentum is strong, but after such a sharp move I’d probably stay cautiously bullish instead of chasing blindly here. Going forward, I’ll probably focus more on order visibility, margins and management guidance rather than just revenue growth alone. Wouldn’t be surprised if we see stronger differentiation between fundamentally strong names and those simply riding sector momentum.

🌟🌟🌟 $SIA(C6L.SI)$ has just announced its highly anticipated full year results on 14 May 2026.  While the passenger volumes has hit a historic peak, SIA's net profit dropped by 57% to SGD 1.18 billion.  The market has instantly punished the stock, dragging it down its 52 week low to close at SGD 6.27. What happened?  SIA copped a massive SGD 945.2 milion share of losses from its 25.1% stake in Air India and the absence of last year's one off SGD 1.1 billion accounting gain. On top of that SIA suffered from the brutal impact of high jet fuel price hike due to the Iran War. On the bright side, SIA declared a total full year dividend of SGD 0.37 per share including a surprise special final dividend.  This represents a nice juicy

🌟🌟🌟What an amazing turnaround for $AEM SGD(AWX.SI)$ !    When I bought AEM at SGD 4.144, I saw it cratered into SGD 1.19 abyss but I held on.  That was when I was caught in the painful tail end of inventory correction that plagued AEM's key customer Intel. Fast forward to today and AEM has skyrocketed to SGD 9.91, a stunning 18.68% in just 1 day! This sudden vertical explosion in the chart was triggered by their recent Q1 26 update.  AEM's net profits quadrupled - up 329%, proving that it is now capturing massive wallet share from global fabless AI giants like NVIDIA and AMD. When I bought AEM, I believe in its sound business fundamentals and now it has proven that it can survive a brutal cyclical downturn and emerged

Not just $NTT DC REIT USD(NTDU.SI)$, $Keppel DC Reit(AJBU.SI)$ wasn’t moving much too. It seems like the the data center isn’t part of the ai infrastructure movement and did not gain from the forward movement. There are limited stocks in Singapore, so just have to wait for the right time and price to enter in for a position. Other them $AEM SGD(AWX.SI)$ are you considering?

I’m watching both $AEM SGD(AWX.SI)$ $NTT DC REIT USD(NTDU.SI)$ because they represent two very different AI infrastructure plays. Personally, I think AEM’s +18% surge shows the market is finally pricing in a real semiconductor equipment recovery after a difficult 2024. If AI accelerator & HBM demand keeps rising, AEM may still have more upside. For NTT DC REIT, the muted reaction also makes sense. REIT investors still focus heavily on DPU growth and interest rates, and elevated bond yields are limiting upside for the sector. The market likely wants clearer proof that AI demand can support stronger distributions before rewarding the stock with a higher valuation. Between them, I currently prefer

fuel cost impact, likely result affected

reit

$SIA(C6L.SI)$ at S$6.30 (+0.64%) today. Full-year results drop Thursday, May 14. The setup is unusually clean: the same Middle East conflict that's driving safe-haven wealth flows into Singapore is also pushing Brent crude above US$120/barrel — SIA's biggest cost and biggest tailwind are both being powered by the same geopolitical event, in opposite directions. Keypoints to watch for earnings 1. Fuel: 29% of costs, and oil just gained another 20% Fuel represents approximately 29% of SIA's total expenditure — the largest single cost line. The conversation in early April was about US$100 oil threatening aviation recovery. By late April, $Brent Last Day Financial - main 2607(BZmain)$ hit US$120+, the h

✈️✈️ $SIA(C6L.SI)$ has been dipping lower and lower into the pit. Its Net Profit for FY2026 declines by around 60%. It is likely to fall to $6.23. Anything below that would be disastrous. Analysts have downgraded it to ‘Sell’. Thanks for sharing @icycrystal @Tiger_SG

what happened to kepprl DC REIT??

I’m cautiously positive on $SIA(C6L.SI)$ despite Brent crossing US$120. Fuel costs are clearly a major headwind, but SIA’s premium passenger base and Singapore’s safe-haven status could help offset some pressure through stronger business and premium cabin demand. Load factors staying resilient will also be an important sign of pricing power. For FY net profit, I expect a YoY decline mainly due to higher fuel costs and possible Air India-related impact. Still, SIA’s balance sheet and pricing power remain stronger than most airlines, so I don’t see this as a long-term problem. As for Air India, I see it as a long-term strategic bet on India’s aviation growth rather than a short-term earnings driver. The key thing I’ll watch this quarter is the

1. Fuel: 29% of costs, and oil just gained another 20% Fuel represents approximately 29% of SIA's total expenditure — the largest single cost line. The conversation in early April was about US$100 oil threatening aviation recovery. By late April, $Brent Last Day Financial - main 2607(BZmain)$ hit US$120+, the highest level since 2022. Even with hedging, rolling exposure will show up in the numbers. The full-year picture absorbs a cost base that shifted materially in the back half.

1. Middle East demand helps yields, especially premium and cargo, but cannot fully offset oil at US$120. Fuel remains the dominant cost driver, so margins likely compress despite stronger traffic. 2. FY net profit likely down YoY. Demand is resilient, but higher fuel costs plus Air India losses and softer interest income are key drags. 3. Air India is a long-term strategic asset, not a near-term earnings driver. It gives exposure to India’s structural growth, but is currently dilutive with execution risk. I would price it as a long-duration option, valuable if turnaround succeeds, but a balance sheet drag for now.

Can air line ask extra due fuel price increase?

If the intent is to hold long for $SIA(C6L.SI)$, then this is a good opportunity to gain some position. Event like such should have already been factor in their strategy plan since oil takes up at list 30% of their expenses. And, oil crisis is not new kid in the block. Once the crisis is over, I have confidence that it will spring and all pressure will disappear.

Replying to @AN88:Why?? Wat crap u talking//@AN88:yes. net profit down.bad

1. No 2. Up 3. Long-term asset

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.

Singapore airlines good. it will slowly go up. don't scared l. buy and hold