Investor Exchange

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

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Episodes

Tuesday Nov 04, 2025

MSM International Limited's financial results for the six months ended 30 September 2025 revealed substantial improvement in revenue across all operating segments, including OEM, Kitchen appliances, and Cleanroom & Laboratories. The Group saw a significant increase in net profit for the financial period. This growth was partially attributed to securing a new customer in the energy sector for the OEM segment and expansion efforts in the healthcare sector for cleanroom services. Despite these successes, the outlook remains challenging due to competitive pressures and economic uncertainty.
 
• Discover how securing a key new customer in the energy sector propelled the Original Equipment Manufacturer segment's revenue growth
 
• Learn why overall profitability improved significantly, despite a slight softening in the gross profit margin attributed to the mix of major projects secured
 
• Find out the strategic reason the Board decided against declaring a dividend, prioritizing the preservation of capital for future business expansion

Monday Nov 03, 2025

NetLink NBN Management presents its half-year results, reflecting the resilience of its core fibre business despite rising operational costs and a volatile global environment. While overall revenue remained robust, increased capital investments in network enhancements, including a fully operational Central Office, impacted reported earnings. The Group continues strategic efforts to ensure future network readiness and strengthen its financial position.
 
• Explore how recent massive network infrastructure projects are shaping the future profitability of the regulated asset base
 
• Get insights into how the Group is using strategic financing initiatives to enhance tax efficiency and solidify its debt profile
 
• Discover the impact of ongoing demand for connectivity, driving growth in specialised connections and upgrades supporting ultra-high-speed capabilities

Friday Oct 31, 2025

The second quarter of the fiscal year 2025 saw a strong sequential surge in both revenue and profit, driven by accelerated market activity. Profits were significantly bolstered by factors such as gains in capacity utilization associated with increased production output. Demand picked up ahead of schedule, notably within the smartphone market, particularly concerning the Chinese National Day holidays, and component orders for high-performance servers remained firm.
 
• Uncover how soaring component revenue for servers and data center investments drove substantial growth in the Computers application category
 
• Explore the key role of smartphones in boosting sales, as multilayer resin substrates, capacitors, and high-frequency modules all saw increased revenue for this application during the quarter
 
• Review the solid performance in the Mobility sector, where demand for inductors and sensors increased, supporting overall revenue growth in that key application category

Thursday Oct 30, 2025

Micro-Mechanics reports enhanced operational effectiveness and a resilient start to the financial year. The core consumable tools segment achieved a significant sales high, validating the strength of the business model. Focused on disciplined financial management, the Group secured a debt-free balance sheet, supported by consistent positive free cash generation. Future investments are prioritized to support manufacturing capabilities and industry trends toward supply chain localisation.
 
• The core consumable tools segment hit a major sales watermark, demonstrating the resilience of the business model amidst volatility
 
• Strict capital discipline ensured a strong net cash financial position and consistently robust free cash flow generation
 
• Strategic plans focus on supporting supply chain localisation and advancing the comprehensive Five-Star Factory initiative for long-term excellence

Thursday Oct 30, 2025

This financial report captures a pivotal moment for the Group, marked by major changes in business scope and strategic divestments. The performance reflects a significant non-operating boost from the sale of a key equity interest. While facing external pressures, particularly within the upstream supply chain of the Traditional Chinese Medicine (TCM) industry, the Group is moving forward by deepening its brand-led strategy and investing heavily in research and development.
 
• Discover the exceptional transaction that delivered a substantial non-operating gain to the Group’s bottom line during the period
 
• Learn how changes in the consolidation boundary, specifically the exclusion of data from a former subsidiary, redefine the reported figures for revenue and various costs
 
• Examine the strategic shift within the TCM industry toward "quality and value first" and how the Group is adapting to intense supply-chain pressures

Thursday Oct 30, 2025

Great Eastern Holdings delivered solid performance and growth despite facing a challenging business environment characterised by market volatility and shifting interest rate conditions. Although total weighted new sales declined, a successful shift in the product mix led to an improvement in overall margins and a subsequent increase in the long-term profitability measure for new business. This increase in overall profit was largely driven by robust investment results from the shareholders’ fund.
 
• Sales volumes softened, yet the Group achieved stronger long-term new business profitability by strategically adapting its product mix to align with customer needs
 
• Discover how effective portfolio management and favourable market conditions generated a significant boost in the profit derived from the shareholders’ fund
 
• Understand the impact of a challenging market sentiment in certain regions and the shift away from specific premium sales following a move towards longer-term financial planning priorities

Thursday Oct 30, 2025

Wilmar International Limited's third quarter of 2025 saw significant improvements in core profitability, reflecting stronger operational success across all key segments. The Food Products segment performed better, boosted by steady sales growth and strong results in China, while the Feed & Industrial Products segment recorded favourable outcomes. However, overall results were unfortunately impacted by a substantial compensation payment arising from an Indonesia Supreme Court decision concerning historical actions during a cooking oil shortage. Despite this setback, the Group achieved stable operating cash flows and reduced its net debt, maintaining a cautiously optimistic outlook.
 
• Stellar operational results across core segments fueled a significant jump in core profitability during the quarter
 
• Discover the surprising reason behind the Group reporting a net loss, linked to a compensation payment tied to prior actions concerning cooking oil scarcity in Indonesia
 
• Market factors, including the softening of commodity prices, led to lower working capital needs, improving the Group's overall financial obligations

Thursday Oct 30, 2025

Lion Asiapac Limited’s First Quarter saw significant upheaval following the completion of a major subsidiary disposal, Compact Energy Sdn Bhd (CESB). This transaction fundamentally impacted the financial results, leading the Group to incur an expected loss due primarily to required accounting adjustments related to foreign currency reserves. Despite this, the core continuing operations showed growth, and the Group plans to strengthen these activities amidst an uncertain economic climate.
 
• A major subsidiary disposal was finalized, leading to a financial loss due to the de-consolidation of foreign currency translation reserves
 
• The Group's remaining core businesses achieved higher top-line performance, driven by increased trading and roofing solution supply
 
• The future strategy involves focusing on core growth areas and exploring new opportunities, exercising prudence due to the uncertain economic outlook

Thursday Oct 30, 2025

This episode reveals a period of resilience and strategic growth. Sheng Siong Group delivered increased profitability, driven by expanding its physical presence and continually improving its sales mix, even as it contended with high operational costs and competitive pressures. Management is focused on enhancing efficiency and preparing for future expansion by committing to a major new infrastructure project. The outlook acknowledges persistent external risks, reinforcing the strategy of offering value to consumers who remain cautious amid global uncertainty.
 
• The company’s store network continued to expand aggressively, driving strong top-line performance across the period
 
• Management successfully improved profit margins through a better product assortment, mitigating the impact of rising expenses from staffing and new leases
 
• A significant investment has been announced for a new distribution hub and headquarters, designed to support the Group’s extensive long-term store opening strategy

Thursday Oct 30, 2025

Miyoshi Limited's full financial year results confirm significant challenges stemming from an uncertain global economic outlook. The Group recorded a net loss as revenue declined across all operating segments, exacerbated by weaker demand and discontinued customer orders in Asia. Management remains focused on core integrated engineering services and maintaining strict cost discipline amidst these persistent headwinds. The Board adopted a prudent approach regarding shareholder returns.
 
• Explore how market weakness in China and the Philippines drove down sales in key business segments, including Automotive and Consumer Electronics
 
• Uncover the significant workforce restructuring and headcount reductions implemented across certain subsidiaries to manage costs and improve operational efficiencies
 
• Learn why the Board chose to conserve cash reserves rather than recommending a dividend for the financial year amidst the challenging business environment

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