SINGF News and Press, Singapore Airlines Ltd

2024-05-28 08:18:02 ET Summary Singapore Airlines' financial results show a challenging revenue environment, with total revenues increasing 7% but cargo revenues tumbling 22.4%. Unit costs have declined, but operating profit margins have declined from 15% to 14.3%. The investm...

2024-02-01 00:22:32 ET Summary Singapore Airlines stock was initially rated as a hold but was later upgraded to a buy due to improved investment opportunities. We now alter our rating once again. Since the upgrade, the stock has appreciated by 17.5%, but stronger performance is de...

2023-07-13 13:06:54 ET Summary Boeing customers bought more than 300 airplanes in July. Deliveries are increasing, which is a positive for cash generation. Boeing's expanding backlog provides significant upside to production rates. I provide monthly overviews for orders,...

2023-06-01 17:41:28 ET Summary Embraer booked progress in expanding customer footprints in Asia and the Middle East. Berkshire Hathaway-owned NetJets ordered a large quantity of executive jets. Embraer is paving the way for better, streamlined performance in defense. ...

2023-05-19 04:29:02 ET Summary Singapore Airlines ended a strong year with doubling capacity and record profits. Long haul network recovery as well as recovery in the China network should be drivers going forward. I believe the stock has an upside despite a very tough year to ...

2023-04-12 13:06:57 ET Summary Boeing saw healthy and balanced order inflow in March. Boeing deliveries are at highest point since the traditional strong December month. We're looking for more signs of consistently getting 50 airplanes out the door each month. While many f...

2023-03-10 15:54:27 ET Summary Singapore Airlines Limited's results have continued to improve. There are significant pressures on cargo results, and capacity expansions from competitors could erode yields. While risks remain, I am upgrading Singapore Airlines stock from Hold t...

2023-03-08 17:55:06 ET Summary Airbus and Qatar Airways have settled their dispute regarding the paint issue on the  Airbus A350. Although suggested otherwise by a small group, no adverse impact is expected for Boeing. Qatar Airways remains a customer for the Boeing 737 M...

Summary 2023 will likely be a key year for airlines, testing which ones are most on track to return to the post-COVID "normal". A key variable I'm watching is when each different airline resumes dividend payments, which I'm watching across 10 airlines in America, Europe, and Asia. O...

Summary Singapore Airlines Limited is likely set to benefit from easing of COVID-19 restrictions in Asia. Risks on COVID-19 infection waves exist through March 2023. Even with COVID-19 risks lower, we see capacity additions by competition as a significant risk to Singapore Airlines ...