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SG earnings homework, the memory trade's second act, the NVDA countdown, and required reading on SGX's new gold & silver DLCs — the week's sharpest community takes.
SG earnings homework, the memory trade's second act, the NVDA countdown, and required reading on SGX's new gold & silver DLCs — the week's sharpest community takes.
Summary of $MarcoPolo Marine(5LY.SG) 3QFY2026/9MFY2026 Update
* Financial Performance:
9MFY2026 revenue jumped 30% YoY to S109.7M, while 3QFY2026 revenue rose 13% YoY to S35.7M. Gross profit grew 30% YoY in 9MFY2026 to S$46.4M with gross margin holding steady at 42%.
* Ship Chartering:
Revenue grew 26% YoY to S68.3M in 9MFY2026 and 8% YoY to S24.0M in 3QFY2026, driven by fleet expansion including its first CSOV (MP Wind Archer) and 3 CTVs. 3QFY2026 fleet utilization reached ~72%.
* Shipyard Operations:
Revenue rose 37% YoY to S41.4M in 9MFY2026 and 23% YoY to S11.7M in 3QFY2026 due to higher ship repair volume following the commissioning of Drydock 4 in August 2025.
* Key Growth Drivers:
Subsidiary PKR Offshore signed a framework agreement with Siemens Gamesa in July 2026 to charter 2 CSOVs starting 2029. Construction of CSOV Plus is ongoing for 2Q2028 delivery. Proposed RTO of shipyard assets to Fuji Offset Plates for up to S$139.0M is underway.
The market narrative is increasingly shifting toward a coordinated pro-growth, pro-AI policy backdrop, with US-China détente, clearer crypto regulation, and sustained hyperscaler spending reinforcing confidence across the AI supply chain. However, parabolic price action across semis and adjacent infrastructure also raises near-term positioning risk, especially after rapid multi-name re-ratings. A balanced approach may favour selective exposure to structural beneficiaries — AI infrastructure, data-centre enablers, and commodity-linked cashflow names — over indiscriminate momentum chasing. In Singapore, dispersion is widening sharply, suggesting active sector rotation and earnings selectivity may outperform broad indexing in this phase.
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The market has been going up and looks like it keeps doing so. But I am still cautious and prefer not to join the FOMO club. Stay defensive.
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Be careful my friends. The market looks like it is going up but only a few names are propping the market up. Looks like a concerted effort by smart money to keep distributing under the hood. Stay safe!
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With Trump holdings disclosure, there are really some very interesting names that are promising. I think it is a good idea to analyse those names specific!
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I think the momentum in the current market is still very strong, there has not been significant decline in weeks. It is dangerous to bet against momentum, hence no short position for me!
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The Singapore market seems to be weak lately probably due to funds rotating back to risk-off FOMO into the AI rally. Iran noises seems to be dialled back lately to focus on the Trump-Xi buddy buddy session.
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There are still opportunities in SG mid-caps, but don't forget SG blue chips who were beaten down recently due to lower profit in the latest results. Good luck, everyone!!!
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