Singtel (ST SP) Q1FY27: Thesis Confirmed — Associates Beat, Buyback Biting, Nxera Ramping
Q1FY27 beat on all fronts. Associates, EBITDA & buyback delivering. BUY S$4.91. ~22% total return. Bears still watching the wrong 10%.
121 Views
Singapore Market Roundup (01-Oct-2026): Privium fund sees Multi-Chem's growth via digital changes.
Privium sees growth in Multi-Chem from digital transformation. RHB stays 'neutral' on telcos; M1 deal may curb price drops. JP Morgan notes MAS...
85 Views
Singapore Market Roundup (30-Sep-2026): JP Morgan: MAS's EQDP fund may enhance SMIDs' performance.
JP Morgan notes MAS's EQDP fund may enhance SMIDs' performance. Lim & Tan rates Aedge Group a 'buy' at 29.5 cents. UMS shows more dividend...
96 Views
ASEAN Rotation: Indonesia Weakens, Singapore Gains, Thailand Stabilises
ASEAN positioning shifts as Indonesia loses ground and Malaysia stays weak. Singapore and Thailand attract inflows, while new leaders like ICTSI...
421 Views
GXS Bank: Playing Catch up to Scale (Initiation)
Strategic Leadership Transition: GXS Bank (“GXS”) is undergoing a pivotal leadership shift in mid-2025, with Group CEO Muthukrishnan Ramaswami...
531 Views