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INSIGHT PROVIDER
Swaen Capital
Independent Fund Manager
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Swaen Capital
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Location:
Singapore
Joined:
22 May 2026
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bullish
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Delfi
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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...
Swaen Capital
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bullish
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Thematic (Sector/Industry)
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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...
Swaen Capital
95 Views
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bullish
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Zixin Group
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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...
Swaen Capital
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bullish
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All-Link Air & Sea
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07 Sep 2026 10:00
All-Link Air & Sea Limited: Smaller Forwarder, Fast Lane
All-Link is an asset-light ASEAN freight forwarder: it coordinates cargo movement without owning aircraft, ships, warehouses or trucks. The listed...
Swaen Capital
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bullish
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MetaOptics
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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.
Swaen Capital
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