Singaporean Logistics Stock News

SGX:JYEU
SGX:JYEURetail REITs

Assessing Lendlease Global Commercial REIT (SGX:JYEU) Valuation As Recent Returns Send Mixed Signals

What recent returns say about Lendlease Global Commercial REIT Lendlease Global Commercial REIT (SGX:JYEU) has seen mixed performance, with the unit price down about 1% over the past week and month, and about 9% over the past 3 months. Even with those recent declines, the REIT shows a total return of about 24% over the past year and low single digit annualised total returns over the past 3 and 5 years. See our latest analysis for Lendlease Global Commercial REIT. At a share price of SGD0.56,...
SGX:U11
SGX:U11Banks

A Look At United Overseas Bank (SGX:U11) Valuation After Softer Q1 Earnings Results

How Q1 earnings are shaping the discussion around United Overseas Bank United Overseas Bank (SGX:U11) recently reported first quarter results, with net interest income of S$2,324 million and net income of S$1,437 million, both lower than the prior year. This gives investors fresh data to assess the stock. See our latest analysis for United Overseas Bank. The recent Q1 results, combined with United Overseas Bank's upcoming appearance at Citi's 2026 Macro & Pan-Asia Investor Conference, come as...
SGX:O39
SGX:O39Banks

A Look At Oversea-Chinese Banking (SGX:O39) Valuation After Its First Quarter 2026 Results And Earnings Call

Oversea-Chinese Banking (SGX:O39) has drawn fresh attention after reporting first quarter 2026 results, with net income of SGD 1,974 million compared to SGD 1,883 million a year earlier. See our latest analysis for Oversea-Chinese Banking. The recent Q1 2026 results and earnings call appear to have kept investor interest high, with the share price at SGD 23.43 and a 1 year total shareholder return of 52.00%. The year to date share price return of 18.04% suggests building momentum. If the...
SGX:S63
SGX:S63Aerospace & Defense

Assessing Singapore Technologies Engineering (SGX:S63) Valuation After Q1 2026 Revenue Growth And New Contract Wins

Singapore Technologies Engineering (SGX:S63) drew investor attention after reporting Q1 2026 revenue of $3.3b, an 11% increase year over year, along with $4.8b of new contracts and an order book reaching $34.5b. See our latest analysis for Singapore Technologies Engineering. The Q1 results sit alongside a strong stretch of share price momentum, with the stock’s 31.03% year to date share price return and 49.91% 1 year total shareholder return pointing to rising optimism after recent contract...
SGX:P8Z
SGX:P8ZFood

Bumitama Agri (SGX:P8Z) Valuation Check As Q1 Profit Growth And Higher Dividends Shift Focus To Shareholders

First quarter earnings shift focus to shareholder returns Bumitama Agri (SGX:P8Z) reported stronger first quarter profits, supported by firm palm oil prices and resilient yields during a seasonal lull, while also raising its dividend payout range to 60% to 75% of net profit. See our latest analysis for Bumitama Agri. Against this backdrop, Bumitama Agri’s 1 day share price return of 1.05% and 7 day return of 4.35% feed into a strong 90 day share price return of 30.61%. The 1 year total...
SGX:C6L
SGX:C6LAirlines

A Look At Singapore Airlines (SGX:C6L) Valuation After Record Revenue But Sharply Lower Net Profit

Why Singapore Airlines’ latest earnings matter for shareholders Singapore Airlines (SGX:C6L) has drawn fresh attention after reporting full year results to 31 March 2026, combining record revenue and operating profit with a sharp fall in net income and cautious cost guidance. See our latest analysis for Singapore Airlines. The mixed earnings message appears to be feeding into the share price, with Singapore Airlines’ 90 day share price return down 8.29% and the 1 year total shareholder return...
SGX:E5H
SGX:E5HFood

Golden Agri-Resources (SGX:E5H) Margin Slippage Reinforces Bearish Narratives In Q1 2026 Results

Golden Agri-Resources (SGX:E5H) has posted its Q1 2026 results with revenue of US$3.2 billion and net income, excluding extra items, of US$44 million, while basic EPS came in at US$0.003469. The company has seen quarterly revenue move from US$3.0 billion in Q4 2024 to US$3.4 billion in Q4 2025 and then to US$3.2 billion in Q1 2026. Basic EPS shifted from US$0.011398 in Q4 2024 to US$0.009162 in Q4 2025 and US$0.003469 in Q1 2026, setting up a results season where investors are likely to focus...
SGX:1MZ
SGX:1MZMachinery

Nam Cheong (SGX:1MZ) Q1 Net Margin Near 54% Tests Earnings Quality Concerns

Nam Cheong (SGX:1MZ) opened 2026 with Q1 revenue of RM117.9 million and basic EPS of RM0.20, setting a clear marker for how the year is starting after a busy 2025. The company has seen quarterly revenue range between RM116.6 million and RM172.3 million over the past five reported periods, while basic EPS moved between RM0.08 and RM0.76. This gives a wide band of recent trading conditions to compare against Q1 2026. With trailing net profit margins at 54% and a history of strong reported...
SGX:Y92
SGX:Y92Beverage

Thai Beverage (SGX:Y92) Valuation Revisited After Mixed Q2 And Half Year 2026 Results

Q2 earnings spark fresh look at Thai Beverage Thai Beverage (SGX:Y92) just posted mixed results for the second quarter and first half to 31 March 2026, giving you fresh numbers to weigh against the stock's recent short term share price moves. See our latest analysis for Thai Beverage. The latest half year results and commentary on softer domestic alcohol consumption appear to be the main driver behind Thai Beverage’s recent share price moves. A 1 day share price return of 2.38% contrasts with...
SGX:DU4
SGX:DU4Energy Services

Mermaid Maritime (SGX:DU4) Quarterly Loss Revives Concerns Around Earnings Quality Narratives

Mermaid Maritime (SGX:DU4) opened Q1 2026 with revenue of THB2.6b and a loss of THB84.3m, translating to an EPS loss of THB0.04 in a quarter where the trailing 12 months showed earnings growth of 92.5% and a net margin of 2.6%. Over the last year, the company has seen revenue move from THB18.2b to THB14.8b on a trailing basis, while trailing EPS shifted from THB0.34 to THB0.22, a path shaped in part by a THB141.8m one off gain and recent shareholder dilution. For investors, the latest quarter...
SGX:5LY
SGX:5LYShipping

Marco Polo Marine (SGX:5LY) One Off Gain Lifts Margin And Tests Bullish Narratives

Marco Polo Marine H1 2026 earnings snapshot Marco Polo Marine (SGX:5LY) has reported a busy set of numbers for H1 2026, with second half 2025 revenue at S$70.1 million, net income of S$47.9 million and basic EPS of S$0.0129, alongside trailing 12 month revenue of S$144.1 million and EPS of S$0.0160. The company has seen revenue move from S$61.9 million in H2 2024 to S$52.7 million in H1 2025 and then S$70.1 million in H2 2025. EPS has shifted from S$0.0029 to S$0.0028 and then S$0.0129 over...
SGX:41O
SGX:41OReal Estate

LHN (SGX:41O) Margin Compression To 18.6% Tests Bullish Growth Narratives

LHN (SGX:41O) has put out its H1 2026 scorecard with trailing 12 month revenue of S$121.8 million and basic EPS of S$0.053. This sits against a recent half-yearly pattern where revenue moved from S$66.5 million in H2 2024 to S$70.6 million in H1 2025 and S$60.9 million in H2 2025, while basic EPS shifted from S$0.0826 to S$0.0338 and then S$0.0140. With forecasts in the provided data pointing to quicker earnings and revenue growth ahead, the key question for investors is how comfortable they...
SGX:G0I
SGX:G0IBuilding

Nam Lee Pressed Metal Industries (SGX:G0I) TTM Margin Surge Challenges Cautious Community Views

Nam Lee Pressed Metal Industries (SGX:G0I) has just updated the market for H1 2026, with recent half year numbers showing revenue of S$109.1 million in H2 2025 and basic EPS of S$0.054, alongside H1 2025 revenue of S$99.5 million and basic EPS of S$0.048. Over the past reported periods the company has seen revenue move from S$101.8 million in H2 2024 to S$99.5 million in H1 2025 and S$109.1 million in H2 2025. Basic EPS shifted from S$0.040 to S$0.048 and then S$0.054. This sets up a story...
SGX:S7OU
SGX:S7OUMedia

Asian Pay Television Trust Q1 2026 Margin Compression Challenges Bullish Valuation Narratives

Asian Pay Television Trust (SGX:S7OU) has opened 2026 with Q1 revenue of S$56.8 million and basic EPS of S$0.0046, with the units trading around S$0.086. Over recent quarters, the trust has seen revenue move between S$59.4 million in Q1 2025 and S$62.6 million in Q4 2025, while quarterly EPS has ranged from S$0.004 in Q1 2025 to S$0.0069 in Q3 2025. This sets a mixed backdrop for the latest print. With trailing net margins running at 6.4% compared with 19% a year earlier, this update puts the...
SGX:Y92
SGX:Y92Beverage

Thai Beverage (SGX:Y92) Margin Slippage Challenges Bullish Earnings Growth Narrative

Thai Beverage (SGX:Y92) has posted Q2 2026 revenue of about ฿87.3b and basic EPS of ฿0.29, setting a clear benchmark for how the rest of the year will be judged. The company has seen quarterly revenue move from roughly ฿85.8b in Q2 2025 to ฿87.3b in Q2 2026, with basic EPS shifting from ฿0.27 to ฿0.29 over the same period, while the latest trailing twelve month EPS sits just under ฿0.99, leaving investors focused on how consistently the business can convert sales into stable margins. See our...
SGX:C6L
SGX:C6LAirlines

Singapore Airlines (SGX:C6L) Margin Drop To 5.8% Tests Bullish Narratives

Singapore Airlines (SGX:C6L) has posted FY 2026 first half revenue of S$9.7b and basic EPS of S$0.079, with investors also watching the trailing twelve month figures that show revenue of S$20.5b and basic EPS of S$0.384 against a current share price of S$6.42. The company has seen revenue move from S$19.5b and basic EPS of S$0.893305 over the twelve months to the second half of FY 2025 to S$20.5b and basic EPS of S$0.384 over the most recent twelve month period. This sets the scene for a...
SGX:RE4
SGX:RE4Oil and Gas

Geo Energy Resources (SGX:RE4) Margin Compression Challenges High Growth Narratives

Geo Energy Resources (SGX:RE4) opened 2026 with Q1 revenue of US$95.8 million and basic EPS of US$0.0028, alongside trailing 12 month revenue of US$492.1 million and EPS of US$0.0120 that reflects a period of weaker profitability. The company has seen quarterly revenue move from US$166.4 million in Q1 2025 to US$95.8 million in Q1 2026, while quarterly EPS shifted from US$0.0098 to US$0.0028, so the latest print keeps the spotlight firmly on margins and the pace of any recovery from recent...
SGX:CJLU
SGX:CJLUTelecom

NetLink NBN Trust (SGX:CJLU) Margin Compression Challenges Bullish Growth Narratives

NetLink NBN Trust (SGX:CJLU) has wrapped up FY 2026 with Q4 revenue of S$107.6 million and net income of S$17.9 million, while trailing twelve month figures show revenue of S$420.6 million, net income of S$83.3 million and EPS of S$0.021377. Over the past year, the trust has seen quarterly revenue move from S$103.0 million in Q4 FY 2025 to S$107.6 million in Q4 FY 2026, with quarterly net income shifting from S$21.2 million to S$17.9 million and EPS for the trailing period easing from...