Latest news with #bullishsentiment
ABC News
a day ago
- Business
- ABC News
Half disclosure
And now we turn to the pages of the financial press where, in a bid to fatten our wallets, Australia's business barons have been doling out market intelligence: There are clear reasons for a more bullish sentiment to take hold in private capital investment in 2025. - The Australian Financial Review, 20 March 2025 Rightio then … … prudent investors recognise that today's investments form the bedrock for tomorrow's portfolio health. - The Australian Financial Review, 20 March 2025 And in a stroke of great fortune, the AFR's correspondent happens to be one such prudent professional investor who's just a click away via this helpful link. In fact, The Australian Financial Review's 'Industry Insight' column is a veritable well of wisdom drawing as it does right from the source. Last month it warned not to be left behind by the AI revolution: … for those prepared to adapt, complexity is not a threat; it's a chance to thrive. … this is the moment to shift gears. - The Australian Financial Review, 25 June 2025 And as luck would have it, our scribe just so happened to work for an IT consultancy—no doubt happy to muck in and help. Two weeks earlier, the AFR sounded the alarm on underinsurance: In a worst-case scenario, investors may have to sell their property … - The Australian Financial Review, 12 June 2025 And a handy thing it was, that the author happened to work for a company that flogs insurance. And on it goes. The booming Asia Pacific market, by fundies who specialise in the Asia Pacific market. Electric vehicle subsidies by the CEO of an electric vehicle manufacturer. And the very many advantages of real-time banking rendered into poetry by a real-time banker. So why on earth is Australia's premier financial rag printing columns which read like advertising dross? I'll give you one guess. Because that's what they are. 'Industry Insight' might have done little to help readers make coin, but they have certainly been a nice little earner for the AFR. And how do we know? Because open 'Industry Insight' on the AFR's website and the sponsorship is plain as day. A mere oversight, I hear you say? The Fin's poor harried subs too busy to scratch themselves let alone lay-out a proper disclosure in print. Just one problem with that theory, because for all of 2021 and 2022 The Australian Financial Review clearly marked its 'Industry Insight' feature as sponsored content, allowing readers to choose whether to read the balderdash or turn the page and find some real news instead. But from about August 2023, the disclosure mostly disappeared. Now, could it be that ads disguised as genuine articles might be better read? 'Not at all', we were assured by Nine. A spokesperson for the paper said it was a mere: … unintentional discrepancy in content published in some print editions of the AFR. We have reviewed our operational processes with the commercial team to help ensure it doesn't happen again. - Email, Nine Spokesperson, 25 July 2025 Just some print editions? Try almost two years' worth. But with its half-pregnant disclosures, perhaps we shouldn't be too harsh. After all, the AFR is all about squeezing the lemon consciously or otherwise and what better than passive income!
Yahoo
08-07-2025
- Business
- Yahoo
Share Prices of These 5 Singapore Stocks Surged by Double-Digits Year-to-Date: Are They a Buy?
The bullish sentiment caused the Straits Times Index (SGX: ^STI) to achieve its all-time high above 4,000 recently. Along the way, the rising tide has also lifted many other boats. Investors can find many small and mid-sized companies, along with blue-chip ones, that saw their share prices soar higher this year. Here are five that have posted double-digit share price increases this year. We dig further to determine if they should be on your buy watchlist. Kingsmen Creatives serves the exhibitions and attractions industry with end-to-end service offerings, including design and fabrication. The group also helps in corporate and retail interior fit-outs and provides experiential marketing services. Kingsmen's share price has surged 63% year-to-date (YTD) to hit S$0.44, close to its 52-week high of S$0.46. For 2024, the group reported a 7.5% year-on-year revenue increase to S$388.4 million. Gross profit improved by 15.6% year on year to S$90.4 million while net profit leapt more than fourfold year on year to S$13.1 million. Kingsmen also generated a positive free cash flow of S$5.5 million for 2024, reversing the previous year's negative free cash flow. The group doubled its final dividend from S$0.01 to S$0.02, citing a favourable growth outlook. CEO Anthony Chong is confident that this momentum can carry on as the group enhances its capabilities in providing creative and innovative solutions for its clients. As of 31 January 2025, Kingsmen secured contracts of S$192 million, of which S$136 million is expected to be recognised this year. UOL is a property and hospitality company with total assets of around S$23 billion. The blue-chip group owns a diverse portfolio of development and investment properties, hotels, and serviced suites in Asia, Europe, the US, and Africa. UOL's share price has climbed 25% YTD to S$6.45, slightly off its 52-week high of S$6.83. Revenue rose 4% year on year to S$2.8 billion for 2024, while gross profit inched up 6% year on year to S$1.1 billion. Net profit, however, plunged 49% year on year to S$358.2 million because of lower fair value gains and a one-off gain from the sale of PARKROYAL on Kitchener Road. The group reported stronger operational net profit, and the board proposed a first and final dividend of S$0.18. This was higher than the previous year's final dividend of S$0.15, but 2023 also included a special dividend of S$0.05. Singapore Land Tower is still undergoing asset enhancement works, which are expected to be completed by the first half of 2025. Meanwhile, UOL is redeveloping Clifford Centre into a Grade A office building, which should be completed by 2028. Elsewhere, the property group also acquired a 10% stake in the Hong Kou district of Shanghai. The site is approximately 19,319 square metres and has a 70-year residential leasehold tenure. Pan-United Corporation, or PUC, is one of the world's biggest producers of carbon mineralised concrete (CMC). Shares of the group have surged 55% YTD to close at S$0.87, just shy of its 52-week high of S$0.90. PUC reported a commendable set of earnings for 2024. Revenue rose 5% year on year to S$812.3 million while net profit climbed 15% year on year to S$40.9 million. The concrete producer churned out a positive free cash flow of S$69.4 million, 40.5% higher than a year ago. A final dividend of S$0.023 was proposed, higher than the S$0.018 final dividend paid out in the prior year. This final dividend takes the total dividend for 2024 to S$0.03. Strong construction demand is expected this year, with the Building and Construction Authority estimating that total construction demand will range between S$47 billion and 53 billion. This demand stems from the award of large-scale projects such as the expansion of Marina Bay Sands integrated resort and the development of Changi Airport's Terminal 5. Centurion is a provider of purpose-built worker accommodation (PBWA) assets and student accommodation assets (PBSA) in countries such as Singapore, Malaysia, China, the UK, and the US. The group owns and manages a portfolio of 37 operational assets totalling 69,929 beds as of 31 March 2025. Centurion's shares have soared 80% YTD to S$1.73, just shy of their 52-week high of S$1.77. The group reported an encouraging business update for the first quarter of 2025 (1Q 2025). Revenue rose 13% year on year to S$69 million, with the rise mainly contributed by a 15% year-on-year increase in revenue from its PBWA assets. Centurion continues to deliver high occupancy with positive rental reversions, and the group is actively pursuing opportunities to redevelop and enhance its existing portfolio. Centurion will look for opportunities in China and the Middle East to further grow its portfolio, while its focus is on capital recycling to explore an asset-light model. Management is exploring the establishment of a REIT, which will consist of some of the group's PBWA and PBSA assets, and may declare a dividend-in-specie of units in this proposed REIT to shareholders. UMS Integration provides equipment manufacturing and engineering services to original equipment manufacturers (OEMs) of semiconductors and related products. The group's share price leapt 25.7% YTD to S$1.32, just off its 52-week high of S$1.39. For 1Q 2025, UMS Integration's revenue increases 7% year on year to S$57.7 million. Net profit stayed constant year on year at S$9.8 million. The group generated a positive free cash flow of S$435,000 for the quarter. An interim dividend of S$0.01 was declared, a slight fall from the previous year's S$0.012. Chairman and CEO Andy Luong remains upbeat about UMS Integration's prospects. Strong order flow is expected from the group's new key customer as it seeks to divert its supply source from the US to Asia. Ready to discover the next $100 billion stock? Our newest FREE report dives deep into five popular SGX companies that many say are the next big thing. Read our team's findings to guide your investment strategy. Click the link here to download us on Facebook, Instagram and Telegram for the latest investing news and analyses Disclosure: Royston Yang does not own shares in any of the companies mentioned. The post Share Prices of These 5 Singapore Stocks Surged by Double-Digits Year-to-Date: Are They a Buy? appeared first on The Smart Investor. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
03-07-2025
- Business
- Yahoo
Investor Sentiment Flips Green on Trade Wins
Bullish sentiment among individual investors jumped to 45% in the AAII survey for the week ending July 2, up from 35.1%, as tariff truce news and fresh trade deals eased fears and reignited confidence. The latest AAII weekly poll showed bulls rising for the second straight week, while bears fell to 33.1% from 40.3% the prior week. Neutral sentiment also dipped to 21.9% from 24.7%. Participants cited improved trade dynamics: the UK-US agreement on automotive and aerospace tariffs kicked in on July 1, the Trump administration sealed a deal with Vietnam on July 2, and the US-China truce on rare-earth exports has soothed lingering tariff worries. A recent Seeking Alpha note observed that tariff-related jitters temporarily pressured the stock but that resolved negotiations restored confidence in the growth story. Shifts in AAII sentiment often presage market turns. This upbeat swing coincides with a broader rally: the S&P 500, Nasdaq and Dow all climbed after trade news, potentially fueling further inflows into equities. With retail investors more bullish, contrarian signals may warn of short-term overextension, but also underscore renewed faith in the US consumer's resilience. As trade headlines calm, individual investors are leaning bullish againan important pulse check for market strategists weighing whether this optimism will translate into sustained buying or signal a near-term peak. This article first appeared on GuruFocus.
