SIA's post-COVID earnings strength is fading as capacity returns globally and yields normalize. The Air India merger (via Vistara stake) creates strategic optionality in fast-growing Indian aviation market. Premium positioning still defensible but valuation has already re-rated. Look for clearer yield bottom or India growth proof.
Thesis reviewed May 29, 2026
Singapore Airlines Ltd is headquartered in Singapore, which is currently showing elevated risk signals.
🇸🇬Singapore71NEUTRALView Singapore risk detail →🏭Industrials27WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| HON | Honeywell International Inc. | 32 | +8% | ↓6% | EARLY |
| UPS | United Parcel Service, Inc. | 32 | -10% | ↓6% | AVOID |
| CARR | Carrier Global Corporation | 32 | +10% | ↓6% | EARLY |
| EMR | Emerson Electric Co. | 32 | +6% | ↓6% | EARLY |
| PH | Parker Hannifin Corporation | 32 | +9% | ↓6% | EARLY |
| NSC | Norfolk Southern Corporation | 32 | +3% | ↓6% | NEUTRAL |
| ERJ | Embraer SA | 32 | +13% | ↓6% | EARLY |
Investors who hold SINGY may also have indirect exposure through these country funds.
SIA H1 yields decline 6% as Asia capacity normalizes
Air India turnaround under Tata showing operational improvement
Singapore-China traffic recovery slower than expected
Estimates · Yahoo Finance · Not audited figures