Singapore Airlines (SIA)

Aviation & Engineering

SIA to adjust conversion prices of 1.625% convertible bonds due 2025 after interim dividend

Shares in SIA closed 6 cents higher or 0.96% up at $6.29 on Nov 26.
SIA’s 1HFY2024 earnings down 48.5% y-o-y to $742 mil, maintains interim dividend of 10 cents per share - THE EDGE SINGAPORE

Results

SIA’s 1HFY2024/2025 earnings down 48.5% y-o-y to $742 mil, maintains interim dividend of 10 cents per share

Expenditure grew 14.4% y-o-y to $8.7 billion, driven by a 19.6% increase in net fuel cost and a 12.1% increase in non-fuel expenditure.

Tong's Portfolio

MAS versus SIA — the truth is painful, but you cannot have a successful solution without an honest assessment

The history of MAS has proven that private-sector ownership does not necessarily always do better than the government.

Aviation & Engineering

Air India and Singapore Airlines partnership strengthened through 51 new codeshare destinations

This marks the first extensive expansion of codeshare arrangements between the airlines since 2010, offering customers enhanced travel options between Singapore and India.

Aviation & Engineering

Embraer planes soar in Southeast Asia skies

Embraer's VP of marketing Adam Young says that the company is a market leader in commercial aircraft of up to 150 seats, with an around 30% market share.

Broker's Calls

OCBC downgrades SIA to ‘hold’ with unchanged FV of $6.84 on ‘less attractive’ risk-reward

sSnce Aug 5, SIA’s share price has retraced 10.8%, after correcting close to 15% ex-dividend in its post-1QFY2025 update.

Broker's Calls

Citi unchanged on SIA, keeps ‘neutral’ and TP of $6.76 following approved Air India merger

Upsides to SIA’s minority stake in Virgin Australia include dividend income and reduced traffic competition in Australia.

Broker's Calls

Maybank Securities sees need for SIA to invest further into Air India, keeps ‘hold’ at unchanged TP

Maybank's Ong notes that SIA is facing intense competition from other regional carriers, resulting in declining statistics.
SIA receives approval from Indian government for FDI into the enlarged Air India - THE EDGE SINGAPORE

Aviation & Engineering

SIA receives approval from Indian government for FDI into the enlarged Air India

The proposed merger is expected to take place by the end of 2024.

Aviation & Engineering

SIA Group’s passenger traffic up by 3.6% in July

Group passenger load factor (PLF) stood at 85.6% with SIA’s PLF of 84.7% in July and Scoot’s PLF of 88.9%.
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