JPMorgan raises Singapore Airlines stock to overweight

Published 24/02/2025, 07:18
JPMorgan raises Singapore Airlines stock to overweight

On Monday, JPMorgan analyst Karen Li has upgraded Singapore Airlines Ltd . (SIA:SP) (OTC: OTC:SINGY) stock rating from Neutral to Overweight, raising the price target to SGD8.00 from SGD7.00. The adjustment follows the airline’s impressive performance in the third quarter of the fiscal year 2024/2025, which surpassed market expectations. The company, currently valued at $14.8 billion, trades at a P/E ratio of 11.9x and offers a dividend yield of 2.45%. According to InvestingPro analysis, the stock appears slightly undervalued based on its Fair Value estimates.

Singapore Airlines reported robust earnings, buoyed by higher-than-anticipated yields that helped to balance ongoing cost pressures. In a briefing held on Tuesday, February 21, the company presented positive results, including record revenue of $15.05 billion and strong passenger and cargo yields, which have now exceeded pre-pandemic levels. The airline’s effective cost management strategies, particularly in reducing net fuel costs, contributed to its strong financial standing, earning a "GREAT" Financial Health Score of 3.25 on InvestingPro, which offers 8 additional exclusive insights about the company’s performance.

The positive outlook for demand in both passenger and cargo services is anticipated to support Singapore Airlines’ potential for continued growth and enhanced competitiveness in the market. In light of these developments, JPMorgan has revised its earnings estimates for the fiscal year 2024/2025 upwards by approximately 25%, expecting other analysts to do the same.

The new forecasts are roughly 20% higher than the current Bloomberg consensus for the same period. Despite Singapore Airlines trading at what is considered a fair valuation on a price-to-book (P/B) basis, currently at 1.2x for the fiscal year 2024/2025 estimates, its price-to-earnings (P/E) ratio and enterprise value to earnings before interest, taxes, depreciation, and amortization (EV/EBITDA) indicate that the stock is attractively priced. The P/E ratio stands at 7.3x, and the EV/EBITDA is at 5.5x, according to JPMorgan’s analysis.

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