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Swaen Capital

Swaen Capital
Independent Fund Manager
Swaen Capital

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Singapore • Equity Bottom-Up • Thematic (Sector/Industry)
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bullish•Delfi
•06 Oct 2026 14:17

Delfi Limited Midyear Update: 1HFY26 Results

Own Brands carried the top line: Revenue rose 2.7% YoY to USD266.6mn (+2.9% at constant currency). Own Brands grew 13.3% to USD172.9mn (64.9% of...

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•01 Oct 2026 17:58

Sorting the Software Sector AI Exposure, Defensibility, and Where Singapore Sits

The rapid development of AI technology over the past few years has posed a direct threat to the software sector, leading to a broad derating of...

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bullish•Zixin Group
•11 Sep 2026 17:36

Zixin Group Holdings Limited Profits Tied up in the Next Harvest

Zixin Group Holdings Limited is an integrated sweet potato value chain operator based in Liancheng County, Fujian. The company buys raw sweet...

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bullish•MetaOptics
•20 Aug 2026 17:52

MetaOptics Ltd Midyear Update (21 August 2026)

Equipment sales tide through: MetaOptics continues to sell metalens testersto Taiwan. Contract liabilities provide revenue visibility into 2HFY26.

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