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Tuesday, November 5, 2024

CapLand IntCom Tr - 3rd quarter results update is out ! Gross Revenue is up 1.7 percent to 1189.8m .Net property income (NPI) for the same period rose by 5.4% y-o-y to $872.1 million Occupancy rate 96.1 percent, Gearing 39.4 percent. The numbers seem not too bad!

 CapLand IntCom Tr  - 3rd quarter results update is out ! Gross Revenue is up 1.7 percent to  $1,189.8 million. 



Net property income (NPI) for the same period rose by 5.4% y-o-y to $872.1 million, driven by higher gross rental income from existing properties and lower operating expenses, despite the absence of income from Gallileo which has been undergoing an asset enhancement initiative (AEI) since February 2024.

Committed occupancy in 3Q2024 was 96.4% with weighted average lease expiry of 3.5 years. Total rental reversions for 9MFY2024 was a positive 9.2%. Tenans sales rose by 1.4% y-o-y while shopper traffic rose by 3.7% y-o-y for the same period. 

Occupancy rate 96.1%.
Gearing 39.4%.
ICR 3x.

But share price seem to be weak and close 2 cents lowered at 2.02. 

May be the market is expecting a better set of financial numbers! 

Pls dyodd. 

Monday, November 4, 2024

Olam Group - Chart wise, bullish mode! She may likely rise up to cover the Gapped at 1.25. A nice breakout smoothly plus good volume we may see her rising up further towards 1.30 than 1.45.

 Olam Group  - Chart wise, bullish mode! She may likely rise up to cover the Gapped at 1.25. 



A nice breakout smoothly plus good volume we may see her rising up further towards 1.30 than 1.45.

Pls dyodd. 

1st November 2024:

 Olam Group  - non-biding indicative offer fom Saudi Agricultural and Livestock Investment Company ! Looks like a great opportunity for Olam to unlock values!  

Hopefully,  this may revive the weak price patterns for this counter! 

She needs to overcome the resistance at 1.23.



NetLink NBN Tr - First Half results is out! Gross Revenue is down marginally 0.2 percent to 204.8m. Net profit is down 8.3 percent due to absent of once of gains last year and higher ops costs. Interim dividend is higher at 2.68 cents versus 2.65 cents last year!

 NetLink NBN Tr  - First Half results is out! Gross Revenue is down marginally 0.2 percent to 204.8m. Net profit is down 8.3 percent due to absent of once of gains last year and higher ops costs.




 Interim dividend is higher at 2.68 cents versus 2.65 cents last year! 

Net cash from operating activities was 145.3m. 

XD 15th November. 

PAY DATE 29th November. 

Pls dyodd. 


Sunday, November 3, 2024

Mapletree PanAsia Com Tr - She just went XD last Friday hopefully she can stay above tgw 200 days Moving Average at about 1.32!

Mapletree PanAsia Com Tr  - She just went XD last Friday hopefully she can stay above the 200 days Moving Average at about 1.32! 



Pls dyodd.

 29th October 2024:

 Mapletree PanAsia Com Tr  - 2nd quarter results shown Gross Revenue is down 6.1 percent to 225m. NPI is down 8.5 percent to 167m and DPU is down 11.6 percent to 1.98 cents. Are we seeing the lowest point or situation for MPACT and hopefully it will trunaound and improve on the future figures! 




Gearing has came down from 40.5 percent to 38.4 percent this may help to lower the financial cost. China market may eventually improve with the stimulus package being introduced by the gov. Japan we may see nee tenants taking over the space from Fujisu in 2026. I think we need to monitor and see how things turn out for next few quarters! 



NAV 1.71.

Yearly dpu of 8 cents. 

Yield is 6% at 1.33.

ICR 2.8x.

Wale 2.3 years.

XD 1st November.  Paydate 6th December. 

Pls dyodd. 


Saturday, November 2, 2024

SingTel - Last Friday saw the price being sold down to 2.90 but had managed to recover and close at 3.10 looks like a knee jerk reaction due to the court case for their subsidiary company - Optus involving 429 customers complaints!

 SingTel  - Last Friday saw the price being sold down to 2.90 but had managed to recover and close at 3.10 looks like a knee jerk reaction due to the court case for their subsidiary company  - Optus involving 429 customers complaints! 




Judging from the strong buying activities it looks like Bull is still in control! 

Yearly dividend is about 15 cents including of special dividend for unlocking shareholders value ( estimating 3-6 cents  annually). 

Yield is about 4.83% at 3.10.

Not a call to buy or sell!

Pls dyodd. 

Friday, November 1, 2024

Wilmar Intl - The price is back to buying zone! Price weaken after she released her 3rd quarter results yesterday with Net profit falling 35.7 percent to about 208m looks rather interesting! Waiting for 3.00 to come back again!

 Wilmar Intl - The price is back to buying zone! Price weaken after she released her 3rd quarter results yesterday with Net profit falling 35.7 percent to about 208m looks rather interesting!



 Waiting for 3.00 to come back again! 

At 3.00, yield is about 5.67% for this giant commodity counter seem like great price is back!

Pls dyodd.