Investor Exchange

Covering SGX-listed company announcements in easy-to-understand language.

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Episodes

DBS Delivers A Record Q3 2025

Thursday Nov 06, 2025

Thursday Nov 06, 2025

The presentation highlights a record quarter for the DBS Group, driven by strategic positioning and resilient operational performance. The bank achieved new highs in total income and pre-tax profit, successfully mitigating external interest rate pressures through proactive hedging and maintaining a strong deposit franchise. Momentum in wealth management remained strong, contributing significantly to non-interest income. The Group also strengthened its position as a disruptor, notably by advancing its digital asset capabilities and leveraging AI.
 
• How the bank’s resilient deposit franchise and proactive hedging efforts cushioned the impact of lower interest rates
 
• The strong structural growth captured in wealth management, leading to new highs in fees and assets under management
 
• Details on the bank's head start as an innovation leader, including its strengthened digital asset offering and adoption of advanced AI technologies

Thursday Nov 06, 2025

Witness the financial journey of SunMoon Food Company as it navigates challenging market currents. This period reveals a major turnaround, transforming significant prior-year setbacks into a profitable half-year. Discover how strategic cost controls, surging sales of key products, and crucial external financing secured this impressive performance, setting the stage for future growth despite continued weak consumer demand in its main market.
 
• The major turnaround: See how the company successfully shifts from a comprehensive loss position to achieving a net profit for the period
 
• Revenue drivers: Explore the robust increase in sales, particularly from fruits and non-hazardous chemical products, which drove a substantial improvement in gross margin
 
• Strategic focus: Learn how strict cost control measures and crucial interest-free financing from a related party supported operations as management focused on export growth to counter weak market conditions

Thursday Nov 06, 2025

OxPay Financial Limited unveils its condensed interim financial statements, detailing a period of continued operational evolution amidst structural challenges. The Group reported an uptick in overall revenue, significantly bolstered by strong performances from its Digital Commerce Enabling Solutions segment, particularly in Malaysia. Despite technology and expanding regional reach.
 
• The Group recorded growth in its total revenue, largely propelled by strong regional contributions from its digital commerce business segment
 
• Management confirms securing essential financial support from a controlling shareholder and exploring further fund-raising to maintain its operations
 
• Learn about the strategy for future growth, including a recently launched pilot of an upgraded product suite and plans to re-establish a presence in the dynamic Thailand market

Thursday Nov 06, 2025

Globe Life Inc. (formerly Torchmark Corporation) has released a comprehensive review of its operations, showing positive momentum in core business activities, including sales and premium growth. The primary life insurance segment demonstrated increased underwriting margin, supported by premium expansion and favorable changes in assumptions related to mortality and lapse experience. The company maintains its commitment to utilizing excess cash flow for an ongoing share repurchase program and actively manages its large portfolio of investments intended to support long-term policy obligations.
 
• The company's predominant life insurance segment remains the largest contributor to profitability, showing benefits from continued favorable policyholder experience
 
• Management executed a real estate acquisition in McKinney, Texas, aimed at supporting company growth and efficiency through centralized operations and enhanced technological infrastructure
 
• The company is rigorously defending against multiple legal challenges, including putative securities class action and shareholder derivative lawsuits related to prior corporate disclosures

Thursday Nov 06, 2025

Charisma Energy Services reviews its financial period, revealing a profound shift in its financial health. Following a comprehensive restructuring, including a debt compromise and scheme of arrangement, the Group successfully transitioned from a net liability position to a net asset position. Revenue from Sri Lankan hydro operations decreased due to lower rainfall, but the company has resumed trading and secured a long-term agreement for a new solar project.
 
• The completion of the debt restructuring led to the full satisfaction and complete discharge of substantial Group liabilities
 
• The core operations are highly sensitive to weather conditions, with forecasts warning of a higher probability of below-average rainfall
 
• The Group is strategically expanding into solar energy in Sri Lanka via a long-term power purchase agreement for a proposed new plant

Wednesday Nov 05, 2025

Captii Limited's latest condensed interim financial statements reveal a substantial improvement in overall net results and EBITDA for the quarter and nine months ended 30 September 2025, compared to the prior corresponding periods. This strong turnaround was achieved despite a decline in group revenue during the third quarter, which was attributed to lower performance in the GlobeOSS and Unifiedcomms business units. The improved financial outcome stemmed primarily from higher gross profit margins across both managed service and system sale contracts, alongside a significant decrease in net total expenses, largely due to the absence of a major fair value loss on the venture investment portfolio seen previously. While management remains cautiously optimistic, the outlook for core operations remains challenging due to market pressures.
 
• The group successfully achieved a higher gross profit margin, driven by the strong performance of both managed service and system sale contract revenues
 
• A substantial reduction in overall net total expenses contributed significantly to the improved results, notably due to the absence of certain valuation adjustments recorded in the prior year
 
• Management acknowledges that core business segments face a persistently challenging environment, citing continued pricing pressures and delays in securing new opportunities

Wednesday Nov 05, 2025

The Group's performance for the first half year was shaped by the progression of its property development segment, noting a decrease in overall revenue and net profit following the completion of major past projects like The Atelier and LIV@MB. The period saw substantial net cash used in operating activities, primarily due to payments such as Land Betterment Charges for upcoming developments like Nim and Luxus. To fund strategic growth, the Group secured new financing through the drawdown of a term loan for project-related purposes. Despite fluctuations in certain segments, the overall demand for private residential properties in Singapore remains resilient.
 
• Find out why revenue dipped sharply after two major residential projects reached completion status
 
• Uncover the strategic financing decisions, including the securing of a new term loan, to support project funding and development efforts
 
• Learn about the Group's plans to launch a new residential landed development, Pollen Collection II, amidst a resilient property market

Wednesday Nov 05, 2025

SIA Engineering Company showcases strong results driven by robust demand for MRO services. The Group focused on bolstering resilience and growth by expanding its Asia-Pacific presence and securing key long-term contracts. Strategic initiatives included advancing next-generation aircraft capabilities and integrating new digital tools. The overall performance improved substantially despite facing global geopolitical and supply chain headwinds.
 
• The Group secured significant new comprehensive services agreements with key customers that have taken effect
 
• Expansion of line maintenance operations includes new stations across the region, commencing work at a major new international airport
 
• Operational core enhanced through expanded capabilities for next-generation aircraft components and engines

Wednesday Nov 05, 2025

MARUWA CO., LTD. financial results cover a period characterized by persistent geopolitical risks and rapid investment in generative AI technology globally. Although the automobile- and semiconductor-related businesses experienced softer market conditions, the next-generation high-speed communications business remained robust. The company projects a significant recovery starting in the third quarter, with accelerated growth expected later in the year, particularly driven by a successor model for high-speed communication. This outlook positions the company to achieve expected record-high results for the full fiscal year.
 
• Explore how global uncertainties affected traditional markets while demand for next-generation high-speed communication remained elevated
 
• Discover the projected recovery timeline for both the automobile and semiconductor sectors, which are anticipated to rebound in the second half of the year
 
• Learn about the strategy to enhance long-term profitability through intensified factory automation and improved yields on new products

Wednesday Nov 05, 2025

AIMS APAC REIT reported solid operational and financial results, confirming a year-on-year rise in both distributions to Unitholders and net property income. This performance was driven by disciplined capital management and a strategic focus on portfolio rejuvenation. The Manager successfully completed significant asset enhancement work on a warehouse property to meet the needs of a global occupier and advance sustainability goals, while also announcing plans for an acquisition aimed at enhancing portfolio resilience. This period underscores the Manager’s commitment to delivering long-term sustainable growth for Unitholders.
 
• The Trust maintained strong fundamentals and successfully navigated market volatility, supported by high overall portfolio occupancy and robust rental growth achieved across new and renewed leases
 
• Key strategic growth pathways were advanced with the announcement of a proposed acquisition of a high-spec industrial building in a city-fringe location, offering strong rental visibility and future value-add prospects
 
• Sustainability milestones were achieved through the completion of asset enhancements targeting high green certification and the successful commissioning of additional rooftop solar systems across Singapore properties

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