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$Singtel 5xLongSG280307(XNEW.SG)Singtel giving back some of the recent gains, and my 5x position is back in the red again. Not exactly where I wanted to be, but for now I still see this more as a pullback than a reason to abandon the trade.

The main reason is that the fundamental picture underneath Singtel is actually quite healthy. FY26 underlying net profit grew 12% to S$2.77b, with contributions coming from several different engines — Airtel, AIS, NCS, Digital InfraCo and Optus. Net profit was S$5.61b, although part of that came from exceptional gains, so I prefer looking at the underlying number when judging the business.

What I like about Singtel now is that it is becoming more than just the traditional Singapore telco story. Regional associates are contributing strongly, NCS gives exposure to enterprise digitalisation, while Digital InfraCo gives them another angle through data centres and AI infrastructure. Even in H1, management was already seeing healthy data-centre demand and contributions from its AI cloud business.

Capital return is another part of the thesis. FY26 produced Singtel’s highest annual dividend at 18.5 cents per share, and the company is still executing its S$2b value-realisation share buyback programme. Recent SGX announcements show buybacks continuing through July.

Of course, it’s not completely clean. Optus remains the part I would watch carefully, especially with the regulatory and operational issues in Australia. And because I’m holding the 5x DLC rather than Singtel shares directly, even a relatively normal correction.

So I’m not blindly bullish here. I just don’t think a few weak sessions are enough to invalidate the bigger thesis yet. I’ll watch whether Singtel can stabilise after this fallback and whether buyers return. If the underlying trend recovers while earnings and capital returns remain supportive, I still think there is room for another leg higher.

For now, holding and giving it some time. @Captain's Treasure

$Singtel(Z74.SG)- Optus Secures Long-Term Funding at Attractive Rate

Singtel’s Australian unit Optus Finance has priced S$200 million of 10-year notes due 2036 at a 2.84% coupon, securing long-term funding while strengthening its financial position. The deal reflects continued access to favourable capital markets, with proceeds swapped into Australian dollars to support operations, enhance liquidity and flexibility, reduce refinancing pressure over time, and signal confidence from debt investors in Optus’ credit quality. While not a near-term earnings catalyst, the issuance reinforces the stability of Singtel’s Australian business and supports long-term growth, with investor focus likely shifting to contributions from Optus, Airtel, AIS, and regional associates as future drivers, even as the move strengthens the group’s financial foundation without immediate share price impact

$Singtel(Z74.SG)remains in a short-term corrective phase, but current levels are approaching an important support zone where stronger buyer demand could begin stabilizing the stock again

Singtel continues to be supported by resilient regional earnings from Airtel and AIS, stable cash flow generation, and long-term growth in digital infrastructure, enterprise services, and data centres. Dividend yield near ~4.0% is also strengthening the stock’s defensive appeal after the recent correction

$Singtel(Z74.SG)Singtel remains under pressure trading around the $4.59 region as the stock continues its pullback after failing to hold recent recovery momentum.

Correction phase is still ongoing, with sellers regaining control while the stock tests another key support zone near recent lows. Despite weaker short-term momentum, improving valuation after the recent selloff is starting to attract attention, especially with Singtel’s attractive ~4.0% dividend yield and long-term regional growth story still intact.

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• Hold above $4.55 → potential for stabilization near support

• Reclaim $4.70 → early recovery momentum may return

• Break below $4.55 → downside risk could extend towards $4.40

⚙️ Singtel remains supported by resilient regional earnings from Airtel and AIS, stable cash flow generation, and long-term growth in digital infrastructure, data centres, and enterprise services. Dividend yield around ~4.0% continues to provide defensive support amid recent volatility.

⚡ Weak near-term sentiment and continued profit-taking are weighing on price action, though attractive valuation and support-zone accumulation may gradually improve confidence ahead of the next earnings cycle.

📈 Singtel remains in a short-term corrective phase, but current levels are approaching a stronger support area where buyer demand could begin stabilizing the stock again

Starting to DCA into $AIS per my pre-arranged plan as a long-term hold. This is the highest performing actively managed AI thematic ETF and easier to hold than the insane volatility of some of the stocks. NFA.

$Singtel(Z74.SG)is extending its rebound after recent weakness, trading within the $4.80 – $4.87 range.Recent price action suggests short-term sentiment is gradually improving, with buyers stepping back in after the earlier correction phase. The stock is beginning to stabilize above the $4.80 support zone, while momentum improves as selling pressure eases.

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• Hold above $4.80 → recovery momentum may continue

• Break above $4.90 → strengthens bullish recovery outlook

• Fall below $4.80 → consolidation or pullback risk returns

⚙️ Singtel remains supported by resilient regional earnings from Airtel and AIS, stable cash flow generation, and long-term growth in digital infrastructure, data centres, and enterprise services. Dividend yield around ~3.7% continues to provide defensive support despite recent volatility.

⚡ Improving buying interest near support, recovering market sentiment, and attractive valuation after the recent correction are helping confidence stabilize ahead of upcoming earnings.

📈 Singtel is showing early signs of recovery after its recent pullback, with price action stabilizing near key support. A sustained move above $4.90 could further improve momentum and strengthen the recovery trend