Singapore releases Economic Strategy Review Final Report with more detailed proposals (The Business Times)

MTI Maintains 2026 GDP Growth Forecast at “2.0 to 4.0 Per Cent” (Singstat)

Fed holds rates steady, pares down statement to remove cutting bias (CNBC)

Fed leaves interest rates unchanged but signals higher rates are ahead (CNN)

Singapore Airlines (SIA) is one of the world's premier full-service carriers, operating an extensive network spanning 105 destinations across 37 countries

The Group operates across four key segments, Full-Service Carrier (Singapore Airlines), Low-Cost Carrier (Scoot), Engineering Services (SIA Engineering Company), and other related businesses including cargo, pilot training, and tour operations

As Singapore's flagship airline, SIA remains a bellwether for the broader travel and aviation recovery story in Asia

Singapore Airlines reported full-year FY2026 revenue of S$20.5B, up 5.0% from FY2025, with revenue exceeding analyst estimates by 2.2% and EPS surpassing estimates by 9.4%, even as net income declined 57% to S$1.18B due to higher expenses

Profit margin came in at 5.8%, down from 14% in FY2025, with the decline in margin driven largely by elevated costs, though revenue growth itself remained resilient

A final dividend of S$0.29 per share was declared, with the payout covered by both earnings at a 70% payout ratio and cash flows at a 36% cash payout ratio, translating to a dividend yield of approximately 5.8%, well above the industry average of 2.5%

May 2026 operating data showed continued improvement, with passenger and cargo volumes rising year-on-year alongside a passenger load factor of 86.0%

Uptrend looks to be firmly intact with all 3 MAs heading up, together with two 1GT Bullish signals still playing out

Strong breakout above the 7.20 resistance with relatively high volume in mid-June, with price currently still holding above this level firmly, suggest keen buying interest

Would be good to witness some short-term consolidation to spot for new higher supports as price continue to head higher

Potential upside target could be drawn towards 8.00 psychological resistance first. where some profit-taking could return

AEM Holdings is a Singapore-listed global leader in semiconductor and electronics test solutions, operating through its Test Cell Solutions, Instrumentation, and Contract Manufacturing segments

The company has a global presence across Asia, Europe, and the Americas, with R&D centres and manufacturing plants in Singapore, Malaysia and Finland

AEM has positioned itself at the centre of the AI and high-performance computing testing wave, supplying critical test solutions to leading fabless AI/HPC customers

AEM delivered a strong start to FY2026, with Q1 revenue of S$116.9M, up 35.8% year-on-year, and net profit surging 329% year-on-year, driven by continued ramp-up from its largest fabless AI/HPC customer and improved demand from PC and foundry customers

Management raised FY2026 revenue guidance by approximately 20% to S$550–600M, implying growth of 38–50%, on the back of continued strong orders from its key AI/HPC customer and improving momentum from the PC and foundry segment

The company has also expanded its customer base, entering a partnership with ASE Technology that grants access to ASE's global customer network, potentially widening AEM's reach across the semiconductor testing value chain

AEM's revival has been underpinned by genuine operational improvement rather than financial engineering, with record free cash flow, a cleaner balance sheet, and the reinstatement of a dividend after a three-year drought

AEM’s uptrend has started to propel since Mar 2026 where buying interest and trading volume has increased significantly, supporting the up move

Longer-term uptrend based on the 100d MA and 200d MA remains firmly intact, however short-term trend based on 20d MA seems to be flattening out, indicating short-term consolidation

Since May 2026, price action has started to consolidate sideways between the range of 8.50 - 11.00, potentially looking at range bound trades, with the support and resistance acting as potential zone of entry and immediate target respectively

DBS Group Holdings is Singapore's largest bank by assets, operating across 19 markets with a strategic focus on Greater China, Southeast Asia, and South Asia

The bank holds among the highest credit ratings globally and has been recognised as the "Safest Bank in Asia" by Global Finance for 17 consecutive years, alongside accolades such as "World's Best Bank" by Global Finance and Euromoney and "World's Best Digital Bank" by Euromoney

Operating across Consumer Banking and Wealth Management, Institutional Banking, and Markets Trading, DBS continues to leverage its digital leadership and diversified Asian franchise

DBS delivered record total income of S$5.95B in Q1 2026, up 1% year-on-year, despite headwinds from a stronger Singapore dollar and continued interest rate pressures, with net interest income easing 5% to S$3.49B as net interest margin narrowed to 1.89%

Net fee and commission income was the standout performer, rising 16.2% year-on-year on record wealth management fees, alongside gains in investment banking, transaction, and card fees, while other non-interest income grew on record treasury customer sales and a 7% increase in markets trading income

Return on equity came in at a strong 17.0%, with return on tangible equity at 18.7%, while asset quality remained resilient with a stable NPL ratio of 1.0% and allowance coverage at 131%.

The board declared a Q1 2026 dividend of S$0.81 per share, comprising an ordinary dividend of S$0.66 and a capital return dividend of S$0.15, up 8% from the S$0.75 paid in the same period last year

Uptrend remains firmly intact as all 3 MAs are still aligned and heading upwards

Price has found a new higher support around 65 over the past week, where buyers bargain hunted to buy on the dip

Immediate resistance appears to be around 67, where selling pressure is strong, indicated by the candlestick with long upper shadow on 23 Jun 26

As long as price continue to hold above 65, would not rule out more upside beyond 67 in the longer-term

Micron Technology is a leading global manufacturer of memory and storage solutions, including DRAM and NAND flash products that power data centers, AI infrastructure, personal computers, automotive systems, and mobile devices

Micron's technology is essential for chips made by Nvidia and Google, as well as the servers that house those companies' processors, positioning it at the heart of the AI infrastructure buildout

Micron's fiscal Q3 2026 results set records, with revenue surging 346% year-on-year to US$41.5B and gross margins reaching 84.9%, driven by AI-fuelled memory demand and 16 "take-or-pay" Strategic Customer Agreements that are transitioning the company from a cyclical commodity manufacturer into a core AI infrastructure provider

Data centre revenue exceeded US$25B in fiscal Q3, with data centre SSD revenue more than doubling sequentially, while DRAM and NAND industry demand continues to significantly exceed supply, with tight conditions expected to persist beyond 2027

The 16 Strategic Customer Agreements signed cover approximately 20% of DRAM and up to a third of NAND volume, structured as multi-year, take-or-pay agreements with price bands that provide supply assurance, financial visibility, and margin durability

Management issued an unusually strong forecast for the coming quarter, guiding Q4 revenue to US$50B plus or minus US$1B, well above the US$42.9B analysts had expected

Micron has been in a strong and firm uptrend since Aug 2025

Price has took a breather at the start of the 2026 with a sideway price consolidation between 300 - 500 for a few months, before breaking out upwards heading higher

Price is currently testing the psychological 1000 level

Immediate upside target could be drawn towards 1300

As Micron is very volatile, for those who are in the green, it would be prudent to have stop limit order in place to protect profits, should there be a sudden reverse

Micron stock jumps 15% as soaring prices from memory crunch lead to quadrupling of revenue (CNBC)

Micron and Anthropic Announce Strategic Agreement to Scale Next-Generation AI Infrastructure (Micron)

Micron Tumbles 13% As South Korean ETF Warning Fuels Chip Sell-Off (Forbes)

GE Aerospace is the global leader in designing, manufacturing, and servicing commercial aircraft turbine engines, operating alongside partner Safran through their CFM joint venture. The company also maintains a Defense & Propulsion Technologies segment, supplying engines and related products for military and defense applications

GE Aerospace's business is anchored by a massive and growing services backlog, providing multi-year visibility into both commercial and defence demand

GE Aerospace reported strong Q1 2026 results, with total orders reaching US$23.0B, up 87% from a year earlier, while GAAP revenue rose 25% to US$12.4B and adjusted revenue increased 29% to US$11.6B

Operating profit grew 18% and adjusted EPS rose 25% to $1.86, with free cash flow up 14%, while commercial services revenue rose 39% and total engine deliveries increased 43%

GE delivered 520 LEAP engines in the quarter, up sharply from 319 a year earlier, while the company's Remaining Performance Obligation, its backlog of unfilled orders and future service contracts, now stands at an eye-watering US$211.3B

GE Aerospace is investing US$1B in US manufacturing sites to accelerate engine deliveries and strengthen the defense industrial base, reinforcing its long-term capacity expansion plans

GE has recently broke above the previous all-time-high (ATH) near 350, turning it to become the new higher support

Short-term trend (20d MA) has been pointing up steeply since early June 2026 when price rebounded from the lows of around 280, note that the longer-term trend (100d and 200d MA) are also starting to slope up, further supporting the uptrend

Two consecutive 1GT Bullish signals are still playing out, supporting the bullish upward move

As long as price continue to hold firmly above 350, potential upside target could towards the next psychological level around 400, where selling pressure could return

GE Eyes More China Aircraft Engine Orders After Trump-Xi Meeting (Bloomberg)

GE Aerospace Balances China Engine Reopening With New U.S. Navy Win (Simply Wall St)

GE AEROSPACE ANNOUNCES FIRST QUARTER 2026 RESULTS (sec.gov)

Johnson & Johnson (JNJ) is a global healthcare company focused on pharmaceuticals (Innovative Medicine) and medical technology (MedTech). It operates across a diversified portfolio of treatments, medical devices, and healthcare solutions with strong global reach

JNJ is known as a "Dividend King," with over 60 consecutive years of dividend increases, making it a defensive, income-generating stock

JNJ reported Q1 2026 sales growth of 9.9% to US$24.1B, with operational growth of 6.4% and adjusted operational growth of 5.3%, while EPS came in at US$2.14 and adjusted EPS at US$2.70

Strong demand for cancer drug Darzalex and psoriasis treatment Tremfya more than offset a steep falloff in sales of blockbuster autoimmune drug Stelara, with the company expressing confidence in its newly-approved oral psoriasis treatment Icotyde, which saw about 1,500 prescriptions written in just a few weeks

Innovative Medicine sales reached US$15.4B, up 7.4% operationally, while MedTech sales came in at US$8.6B, up 4.6% operationally, with management citing growth catalysts in cardiovascular, vision, and surgery for the remainder of 2026

The board approved a 3.1% dividend increase to an annual rate of US$5.36 per share, reinforcing JNJ's status as a Dividend King with a long track record of consistent payout growth

Price has recently broken out of the 250 resistance, turning it to become a new higher support, suggesting that buying pressure is strong

Since the start of 2026, JNJ has been consolidating sideways between 220 - 250, while the short-term trend (20d MA) is not ideal, the longer-term uptrend is still firm as 100d and 200d MA are still heading upwards

From the recent rebound from 220, two 1GT Bullish signals are still playing out

As long as price is able to continue holding above the 250, immediate potential upside target could be raised towards 270

Johnson & Johnson Reports Q1 2026 Results, Raises 2026 Outlook (Johnson & Johnson Investor Relations)

Johnson & Johnson (JNJ) Stock After 71% One-Year Rally And Pharma Pipeline Focus (Simply Wall St)

Johnson & Johnson beats lawsuit alleging that talc caused 3 women’s cancer (The Straits Times)