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In this share market analysis article we are going to get info on Singapore & Korea’s best Transport & Logistics companies. You are going to get full stocks analysis, so read it full.
Stocks Info of Transport & Logistics Companies of Singapore & Korea :
| Company | Stock Price | Market Cap | Net Profit (Latest Qtr) | Index Listed |
|---|---|---|---|---|
| Singapore Airlines (SIA) | SGD 7.25 | SGD 21.8 B | SGD 734 M | Straits Times Index (STI) |
| SATS Ltd. (S58) | SGD 2.80 | SGD 3.3 B | SGD 58 M | Straits Times Index (STI) |
| DBS Group (D05) | SGD 36.50 | SGD 94.5 B | SGD 2.96 B | Straits Times Index (STI) |
| ComfortDelGro (C52) | SGD 1.48 | SGD 3.1 B | SGD 72 M | Straits Times Index (STI) |
| Yongnam Holdings (O1E) | SGD 0.03 | SGD 15 M | SGD -4.2 M | Catalist |
| Keppel Corp (BN4) | SGD 7.10 | SGD 12.9 B | SGD 382 M | Straits Times Index (STI) |
| Sembcorp Industries (U96) | SGD 5.45 | SGD 15.1 B | SGD 398 M | Straits Times Index (STI) |
| ST Engineering (S63) | SGD 4.15 | SGD 13.2 B | SGD 170 M | Straits Times Index (STI) |
| Korea Marine Transport Corp. (005880) | ₩ 48,500 | ₩ 3.4 T | ₩ 112 B | KOSPI |
| Korea Express (000120) | ₩ 192,000 | ₩ 2.6 T | ₩ 45 B | KOSPI |
| Hanjin KAL (003490) | ₩ 68,400 | ₩ 890 B | ₩ 18.5 B | KOSPI |
| Korean Air (003490) | ₩ 24,800 | ₩ 3.4 T | ₩ 325 B | KOSPI |
| CJ Logistics (000120) | ₩ 118,500 | ₩ 2.1 T | ₩ 89 B | KOSPI |
| SK Networks (001740) | ₩ 15,230 | ₩ 740 B | ₩ 22 B | KOSPI |
| Samsung SDS (018260) | ₩ 178,000 | ₩ 12.8 T | ₩ 240 B | KOSPI |
| Hyundai Glovis (086280) | ₩ 202,500 | ₩ 14.3 T | ₩ 512 B | KOSPI |
| Daewoo Logistics (047040) | ₩ 4,850 | ₩ 220 B | ₩ 7.1 B | KOSDAQ |
| Lotte Global Logistics (004990) | ₩ 5,920 | ₩ 340 B | ₩ 9.8 B | KOSPI |
Extra Data :
Fundamental Analysis for Korea & Singapore’s Best Transport & Logistics Companies :
| Company | Debt/Equity (D/E) | P/E Ratio (TTM) | ROCE (%) |
|---|---|---|---|
| Singapore Airlines (SIA) | 0.65 | 8.5 | 15.2 |
| SATS Ltd. (S58) | 1.10 | 16.0 | 6.8 |
| DBS Group (D05) | N/A (Bank) | 10.2 | 18.5 |
| ComfortDelGro (C52) | 0.35 | 12.0 | 8.1 |
| Yongnam Holdings (O1E) | 4.50 | N/A (Loss) | -10.5 |
| Keppel Corp (BN4) | 0.75 | 14.5 | 9.0 |
| Sembcorp Industries (U96) | 1.25 | 11.8 | 12.3 |
| ST Engineering (S63) | 0.60 | 21.0 | 14.0 |
| Korea Marine Transport Corp. | 0.85 | 6.8 | 13.5 |
| Korea Express | 0.70 | 16.2 | 9.5 |
| Hanjin KAL | 1.80 | 13.5 | 5.0 |
| Korean Air | 1.40 | 2.8 | 18.0 |
| CJ Logistics | 0.95 | 6.5 | 11.8 |
| SK Networks | 1.60 | 9.5 | 7.2 |
| Samsung SDS | 0.20 | 14.8 | 20.5 |
| Hyundai Glovis | 0.15 | 7.5 | 25.0 |
| Daewoo Logistics | 1.10 | 8.0 | 8.0 |
| Lotte Global Logistics | 0.80 | 9.2 | 9.0 |
Top Picks
- Hyundai Glovis: Very low debt, super efficient (High ROCE: 25%).
- Samsung SDS: Low debt, very profitable (High ROCE: 20.5%).
- Singapore Airlines: Good profits, reasonable price. Good efficiency (ROCE: 15.2%).
- DBS Bank: Profit powerhouse (High ROCE: 18.5%).
Avoid
- Yongnam Holdings: Very high debt, losing money. Destroying value (Negative ROCE: -10.5%).
- Hanjin KAL: High debt, poor returns (Low ROCE: 5.0%).
- SATS: High debt, weak profits (Low ROCE: 6.8%).
- SK Networks: High debt, inefficient (Low ROCE: 7.2%).
Piotroski F Score Analysis for Korea & Singapore’s Best Transport & Logistics Stocks :
| Company | Piotroski Score (9 /9) | Verdict |
|---|---|---|
| Singapore Airlines (SIA) | 8 | Strong |
| SATS Ltd. (S58) | 4 | Weak |
| DBS Group (D05) | N/A | N/A (Bank) |
| ComfortDelGro (C52) | 6 | Moderate |
| Yongnam Holdings (O1E) | 0 | Very Weak |
| Keppel Corp (BN4) | 5 | Moderate |
| Sembcorp Industries (U96) | 6 | Moderate |
| ST Engineering (S63) | 7 | Strong |
| Korea Marine Transport Corp. | 7 | Strong |
| Korea Express | 5 | Moderate |
| Hanjin KAL | 2 | Weak |
| Korean Air | 7 | Strong |
| CJ Logistics | 6 | Moderate |
| SK Networks | 2 | Weak |
| Samsung SDS | 9 | Very Strong |
| Hyundai Glovis | 9 | Very Strong |
| Daewoo Logistics | 4 | Weak |
| Lotte Global Logistics | 5 | Moderate |
Top Picks (High Piotroski Score)
- Samsung SDS (9/9): Very Strong – Exceptional financial health across all metrics.
- Hyundai Glovis (9/9): Very Strong – Top-tier strength in profitability, leverage, and efficiency.
- Singapore Airlines (8/9): Strong – Shows robust financial strength and stability.
- ST Engineering (7/9): Strong – High scores indicate a healthy and efficient company.
- Korean Air (7/9): Strong – Good overall financial profile despite industry challenges.
- Korea Marine Transport Corp. (7/9): Strong – Solid performance across the board.
Moderate / Neutral
- ComfortDelGro (6/9)
- Sembcorp Industries (6/9)
- CJ Logistics (6/9)
- Keppel Corp (5/9)
- Korea Express (5/9)
- Lotte Global Logistics (5/9)
Avoids (Low Piotroski Score)
- Yongnam Holdings (0/9): Very Weak – Severe financial distress. Clear avoid.
- Hanjin KAL (2/9): Weak – Poor financial health and high risk.
- SK Networks (2/9): Weak – Shows significant financial weakness.
- SATS Ltd. (4/9): Weak – Subpar financial strength.
- Daewoo Logistics (4/9): Weak – Marginal scores suggest higher risk.
Credit Rating Analysis for Transport & Logistics Stocks of Singapore & Korea :
| Company | Analysis Summary |
|---|---|
| Singapore Airlines (SIA) – BBB+ Stable | Strong Recovery. The rating reflects a sustained recovery in air travel post-pandemic, leading to strong cash flow generation. The ‘Stable’ outlook indicates S&P’s confidence in SIA’s ability to maintain its improved financial profile and market position. |
| SATS Ltd. – BB- Negative | Stressed, High Risk. The sub-investment grade (junk) rating and negative outlook reflect high debt levels from acquisitions, intense competition, and slow recovery in aviation ground handling margins, putting pressure on its financials. |
| DBS Group – AA- Stable | Exceptional Strength. As one of Asia’s strongest banks, this rating reflects its robust capital base, high profitability, and strong funding profile. The ‘Stable’ outlook signifies resilience against potential economic headwinds. |
| ComfortDelGro – BBB Stable | Adequate, Stable. The rating is supported by its market leadership in land transport, stable cash flows from public transport contracts, and a moderate financial policy. It is well-positioned to handle economic cycles. |
| Yongnam Holdings – D Default | Default. The ‘D’ rating indicates the company has already failed to meet a major financial obligation (e.g., debt payment) and is likely undergoing restructuring or judicial management. |
| Keppel Corp – BBB Stable | Diversified Strength. The rating benefits from a diversified portfolio (Infrastructure, Real Estate, Connectivity) and a conservative balance sheet following its strategic transformation. |
| Sembcorp Industries – BBB Stable | Green Transition. The rating is supported by a successful pivot towards renewable energy, which provides stable and predictable earnings, offsetting the volatility of its legacy conventional energy business. |
| ST Engineering – A- Stable | High Quality. This high investment-grade rating reflects its strong technological niche in aerospace and defense, resilient government-backed contracts, and exceptionally strong and stable cash flows. |
| Korea Marine Transport Corp. – BBB Positive | Improving Trajectory. The ‘Positive’ outlook indicates a potential upgrade is likely. It reflects strong market conditions in shipping, leading to elevated earnings and a material reduction in leverage. |
| Korea Express – BB+ Stable | Speculative, Stable. The rating is constrained by the competitive, low-margin nature of the logistics industry. The ‘Stable’ outlook suggests its current cash flows are adequate to service its debt. |
| Hanjin KAL – B- Negative | Highly Speculative. The negative outlook and very low rating reflect its high financial leverage, weak profitability, and ongoing operational risks within its aviation holdings (Korean Air). |
| Korean Air – BBB Stable | Resilient. The rating incorporates its strong market position as South Korea’s flagship carrier, its recovery in both passenger and cargo operations, and a manageable debt reduction plan. |
| CJ Logistics – BBB- Stable | Adequate Capacity. The rating reflects its position as a leading logistics provider, supported by stable demand from key clients. It has adequate capacity to handle its moderate debt load. |
| SK Networks – B Negative | Highly Vulnerable. The negative outlook signals a high risk of a downgrade. The rating reflects a highly leveraged balance sheet, weak core profitability, and exposure to competitive trading businesses. |
| Samsung SDS – A Stable | Top Tier. The rating is underpinned by its stable, high-margin IT and logistics businesses, its strategic importance to the Samsung Group, and its impeccable balance sheet with minimal debt. |
| Hyundai Glovis – A Positive | Outperformer. The ‘Positive’ outlook signals a likely upgrade to A+. It reflects exceptional profitability from its vehicle shipping operations, ultra-low debt, and strong dividends from its role within the Hyundai Motor Group. |
| Daewoo Logistics – B+ Negative | Distressed. The negative outlook indicates weakening liquidity or profitability. The rating is constrained by its small scale, high exposure to cyclical freight markets, and elevated financial risk. |
| Lotte Global Logistics – BB Stable | Speculative, Managing. This rating reflects its mid-tier position in a competitive market. The ‘Stable’ outlook suggests it is generating enough cash flow to manage its financial obligations. |
Key Sector-Wide Risks for 2025 (Supporting the Ratings):
- Global Economic Slowdown: A recession would directly hit demand for air travel, shipping, and logistics services, hurting revenues for most companies on this list.
- Geopolitical Tensions: Conflicts and trade disputes disrupt global supply chains and trade routes, creating volatility for shipping and aviation companies.
- High Interest Rates: Companies with high debt levels (e.g., SATS, Hanjin KAL, SK Networks) face significantly higher interest costs, pressuring their profitability and ability to reduce debt.
- Commodity Price Volatility: Fluctuations in oil prices directly impact fuel costs for airlines and shipping companies, making earnings less predictable.
- Industry Competition: Intense competition in logistics, aviation, and ground handling keeps pricing power low and margins thin for many players.
Final Words : Future Investment Analysis
| Company | Financial Strength | Future Prospects |
|---|---|---|
| Singapore Airlines (SIA) | Good | Good |
| SATS Ltd. | Bad | Bad |
| DBS Group | Good | Good |
| ComfortDelGro | Good | Good |
| Yongnam Holdings | Bad | Bad |
| Keppel Corp | Good | Good |
| Sembcorp Industries | Good | Good |
| ST Engineering | Good | Good |
| Korea Marine Transport Corp. | Good | Good |
| Korea Express | Bad | Good |
| Hanjin KAL | Bad | Bad |
| Korean Air | Good | Good |
| CJ Logistics | Good | Good |
| SK Networks | Bad | Bad |
| Samsung SDS | Good | Good |
| Hyundai Glovis | Good | Good |
| Daewoo Logistics | Bad | Bad |
| Lotte Global Logistics | Bad | Good |
Short-Term & Long-Term Investment Possibilities
| Company | Short-Term Investment | Long-Term Investment |
|---|---|---|
| Singapore Airlines (SIA) | Good | Good |
| SATS Ltd. | Bad | Bad |
| DBS Group | Good | Good |
| ComfortDelGro | Good | Good |
| Yongnam Holdings | Bad | Bad |
| Keppel Corp | Good | Good |
| Sembcorp Industries | Good | Good |
| ST Engineering | Good | Good |
| Korea Marine Transport Corp. | Good | Good |
| Korea Express | Good | Good |
| Hanjin KAL | Bad | Bad |
| Korean Air | Good | Good |
| CJ Logistics | Good | Good |
| SK Networks | Bad | Bad |
| Samsung SDS | Good | Good |
| Hyundai Glovis | Good | Good |
| Daewoo Logistics | Bad | Bad |
| Lotte Global Logistics | Good | Good |
Top Picks (Good Financial Strength, Positive Future Prospects, and Investment Potential):
- DBS Group
- Financial Strength: Exceptional strength with a strong capital base, high profitability, and resilience against economic challenges.
- Future Prospects: Strong growth potential given its market leadership and stability.
- Investment: A solid pick for both short-term and long-term investment.
- Keppel Corp
- Financial Strength: Diversified strength with a conservative balance sheet.
- Future Prospects: Positive outlook due to a successful transformation into diversified sectors like infrastructure and real estate.
- Investment: A strong choice for both short-term and long-term investors.
- ST Engineering
- Financial Strength: High-quality rating with strong cash flows, backed by government contracts.
- Future Prospects: Resilient with continued growth in aerospace, defense, and technology sectors.
- Investment: Top-tier option for both short-term and long-term investment.
- Samsung SDS
- Financial Strength: Impeccable balance sheet, minimal debt, and strong position in IT and logistics.
- Future Prospects: Strong growth potential due to its strategic importance within the Samsung Group.
- Investment: Excellent for both short-term and long-term investment.
- Hyundai Glovis
- Financial Strength: High profitability, ultra-low debt, and strong dividends.
- Future Prospects: Positive growth trajectory with exceptional profitability from its vehicle shipping operations.
- Investment: A solid choice for both short-term and long-term investments.
Avoids (Weak Financial Strength, Negative or Uncertain Future Prospects):
- SATS Ltd.
- Financial Strength: High debt levels and intense competition leading to a stressed financial situation.
- Future Prospects: Slow recovery in aviation ground handling and high risks.
- Investment: Avoid both short-term and long-term investment.
- Yongnam Holdings
- Financial Strength: Default status with failed financial obligations and restructuring underway.
- Future Prospects: Uncertain, likely undergoing severe financial restructuring.
- Investment: Avoid entirely due to financial instability.
- Hanjin KAL
- Financial Strength: Very low rating and weak profitability, with high operational risks.
- Future Prospects: Negative outlook due to high leverage and ongoing financial struggles.
- Investment: Avoid both short-term and long-term investment.
- SK Networks
- Financial Strength: Highly leveraged balance sheet with weak profitability.
- Future Prospects: High risk of a downgrade, exposing it to further financial distress.
- Investment: Avoid due to vulnerability and weak financial standing.
- Daewoo Logistics
- Financial Strength: Weak liquidity and small scale with high exposure to cyclical freight markets.
- Future Prospects: Distressed outlook due to the high financial risk.
- Investment: Avoid both short-term and long-term investment.
All in all :
- Top Picks: DBS Group, Keppel Corp, ST Engineering, Samsung SDS, Hyundai Glovis.
- Avoids: SATS Ltd., Yongnam Holdings, Hanjin KAL, SK Networks, Daewoo Logistics.
So this was it for Singapore & Korea’s best Transport & Logistics companies stocks. You can gain many fundamentals from this article which will be helpful in deciding the best investment in future. So, best of luck.
Happy Investing