earnings season

Companies should — and, with all likelihood, will — manage expectations even more aggressively than usual.

A good number of the companies from the May 13 list are related to the healthcare and hygiene businesses — although many quite remotely so — thus playing to the Covid-19 pandemic theme.

This earnings season, the standard yardsticks of revenue growth, net income, gross margin, free cash flow, and debt are mostly meaningless – leaving the investment community lost in a fog.

SINGAPORE (Jan 23): The worst may be over for Singapore’s property slump.

(Jan 8): Asian equities may be at record highs but analysts see earnings season, which gets under way this week, providing a further boost.

SINGAPORE (Aug 21): CIMB has highlighted  CapitaLand, Wilmar International and Sembcorp Industries (SCI) among its top “add” picks while noting that Singapore’s corporates are now increasingly being disrupted by asset-light, lower-cost new economy

SINGAPORE (July 8): All four analysts of Religare are maintaining their “hold” ratings on SPH Real Estate Investment Trust (SPH REIT) with an average target price of  $1.01 per unit, despite noting that the REIT delivered another steady quarter in 3Q