UIBREIT - 1st quarter results update is out. Committed portfolio occupancy of 98.1% as at 30 June 20261, up from 89.4% as at 30 September 20252. NPI was 4.3 percent lowered due to weaker Japanese yen and delay in lease commencement for a vacant unit at UIB Konan Phase 2

 Committed portfolio occupancy of 98.1% as at 30 June 20261, up from 89.4% as at 30 September 

20252

• Significant occupancy improvement from the Japan portfolio, which was 100.0% leased as at 30 

June 2026, compared to 76.7% as at 30 September 20252 

• Successful execution of investment strategy with two co-investments in development projects 

across Singapore and Japan within three months of listing; total investment cost of ~S$74.7 million

based on UI Boustead REIT’s respective interest in the development projects

• Commenced asset enhancement initiative works at 84 Boon Keng Road to reposition the property 

from single-tenant to multi-tenant at a cost of S$2.6 million.

The net property income (“NPI”) for the period from the

listing date of 12 March 2026 to 30 June 2026 (the “Period”) was S$29.2 million. This was

approximately 4.3% below the IPO forecast3 (“Forecast”) for the Period, mainly due to the weaker

Japanese yen against the Singapore dollar, as well as delay in lease commencement for a vacant unit

at UIB Konan Phase 2 (which has achieved 100% occupancy as at 30 June 2026). Share of results 

from joint ventures was S$3.3 million for the Period, 30.3% above the Forecast due to better 

performance at Razer SEA HQ and 6 Tampines Industrial Avenue 5.

Hopefully,  next quarter may see a better NPI and hopefully dpu payout is about the same as per the projected yield. 

The Gearing is very healthy at 36.4%. No refinancing required till FY 2029. Seem good. 

Keppel DC Reit - I think boat is back. At 2.23, yield is more than 5 percent for this AI DC Reit counter. Seem like a gd yield level

 Keppel DC Reit  - I think boat is back.  At 2.23, yield is more than 5 percent for this AI DC Reit counter.  Seem like a gd yield level. Pls dyodd.

 Keppel DC Reit  - First Half results is out.  DPU is up 11.3 percent to 5.714 cents vs 5.133 cents last year. I think results seem quite good.

Keppel DC REIT delivers 18.5% growth in 1H 2026 distributable income, 

driven by organic growth and acquisitions

Key Highlights 

▪ 1H 2026 DPU increased 11.3% year-on-year to 5.714 cents 

▪ Secured contract renewals in Singapore and Australia; 1H 2026 portfolio reversion of ~10%1

▪ Portfolio contracted power capacity 2 at ~95% with extended weighted average lease expiry 3

(WALE) of 6.7 years

▪ Strong balance sheet, with aggregate leverage of 34.0% and 1H 2026 cost of debt at 2.6%

▪ Well positioned to pursue disciplined growth in hyperscale assets across key data centre hubs, 

supported by structural demand from cloud and artificial intelligence (AI)

Food Empire - Lai ah, coffee everywhere can see people drinking. Be it at home or shopping malls or coffee shops. Coffee powders is in strong demand. The price may rise up to retest 2.60

 Food Empire  - Lai ah, coffee everywhere can see people drinking. Be it at home or shopping malls or coffee shops. Coffee powders is in strong demand. The price may rise up to retest 2.60. 

Lai ah, jiak cake. Their signature strawberries short cake  is nice and not so sweet. Fresh and fragrance fresh cream. Nom nom.

 Food Empire  - She is slowly recovering after the selling down due to analysts flipping Prata. First Half results should be out in August. Estimating higher interim dividend of 3.5 cents. She had managed to bounce-off from 2.28 to trade at 2.43, looks rather bullish! She may rise up to test 2.50 than 2.60 - 2.65. Pls dyodd. 

8th July 2026: 

  Yesterday, she had managed to crossed over 2.56 and stayed at 2.58, looks rather positive. She may rise up further towards 2.70 and above.

Beyond 2.70, she may rise up to test 2.80 than 2.98 to cover the ex.Bonus Gapped. Pls dyodd. Quote: CLSA's initiation of coverage on the stock with an outperform rating and a target price of S$3.60. The brokerage highlighted Food Empire as an emerging-market coffee platform with franchises like MacCoffee and Cafe Pho, and noted its control over key parts of the manufacturing chain and local distribution networks in markets where affordability and convenience are key.

3rd July 2026:

Food Empire  - She is slowly recovering after it went ex.Bonus recently,  looks rather interesting.

Yearly dividend is about 8 cents. If including special dividend would be about 12 cents. Yield is about 3.3%. I think coffee demand is still strong.  Their revenue likely increase! 

she may rise up to test 2.56. Pls dyodd. 

  Food Empire  - She is slowly climbing up from the low of 2.30 to close at 2.53, looks rather interesting. She may rise up to test 2.56. A nice breakout with ease we may see her rising up further towards 2.70, 2.80 than 3.00 to cover the Gapped.  Pls dyodd. 

 Food Empire- Tomorrow Bonus share crediting to your account,  do take note. Nice.

 After XB a few days ago, price has corrected from 3.03 to 2.39. TERP should be around 2.52. Price corrected more than that. Seem rather weak. Pls dyodd. 

Yesterday, saw some buying interest and pushed the price higher to close at 3.10, up 13 cents plus quite a high volume transacted,  looks rather bullish. 

Next Wednesday XB, will the price get push up to 3.20 and above. Do take note.

XB on 3rd June. Bonus Share crediting on 12 June 26. Do take note!

She is stuck in a trading price range of 2.88 to 3.32. Need a nice breakout of 3.32 with ease so as to drive the price higher. 

The bonus issue dare might be out any moment. Do take note.

Today, they bought back 150k share about 3.07+ per share,  nice. 

The company brought back 150k os share on 15 May at about 3.09+ per share. Looks like share price may see some support at the current price level! Pls dyodd.  

Food Empire starts FY2026 strongly with double-digit revenue 

growth in 1Q2026; enhances liquidity with 1-for-5 bonus issue

• Topline jumps 16.9% to US$159.7 million in 1Q2026 to register a record first quarter 

performance.

This follows five consecutive years of record revenue from FY2021 to FY2025.

• Central Asia and Russia segments deliver outstanding performance in 1Q2026.

• New coffee-mix manufacturing facility in Kazakhstan to contribute positively in FY2026.

The Group remains on a strong financial footing with a healthy balance sheet and net cash position as 

at 31 March 2026.

Ifast - In 2Q2026, the Group achieved a 34.8% YoY growth in total revenue to S$162.04 million, while net profit grew 35.0% YoY to S$29.85 million.

 In 2Q2026, the Group achieved a 34.8% YoY growth in total revenue to S$162.04 million, while net profit 

grew 35.0% YoY to S$29.85 million.

• The Group’s AUA increased 32.8% YoY to a new record high of S$36.13 billion as at 30 June 2026, driven 

by healthy net inflows of S$1.31 billion in 2Q2026 (1H2026: S$2.56 billion).

• For 2Q2026, the Group’s EBITDA1 grew to S$48.89 million, representing a 32.7% YoY growth.

• iFAST Global Bank (“the Bank”) continued to build on its first full year of profitability in 2025 by 

reporting record pretax profit of S$1.92 million in 2Q2026, a growth of 174.5% YoY.

• The Board of Directors declared a second interim dividend of 3.00 cents per ordinary share, representing 

a 50.0% YoY increase.

Olam Group - Wow. Nice breakout at 1.34. She is likely continue to trend higher

Olam Group  - Wow. Nice breakout at 1.34. She is likely continue to trend higher. She may rise up to test 1.40 than 1.45. Pls dyodd. 

 5th July 2026:

Olam Group  - She has retreated from 1.34 to trade at 1.22, looks rather interesting. She may rise up to test 1.27 and above.

Beyond 1.27, she may retest 1.34. First Half results should be out in August. I think dividend is coming,  nice. Pls dyodd. 

 21 June 2026:

 Nice breakout at 1.30 this morning with ease and she is now trading at 1.33. This is rather bullish.  Likely to rise further towards 1.45 and above. Pls dyodd. 

Next, she may rise higher towards 1.62.

Olam Group  - She is looking great to rise up to retest 1.28. A nice breakout with ease woukd likely see her rising up towards 1.31 and above!

Beyond 1.31, she may rise higher towards 1.40 than 1.50. Pls dyodd. 

 Today some buying activities spotted! The price is up 2 cents to 1.22. Shw may rise up to retest 1.27. A nice breakout smoothly would likely drive the price higher towards 1.37 than 1.42. Pls dyodd.

 

 Completion of Mindsprint Sale to Wipro for cash consideration of US386m.

Finally,  the price action is back. She is trading at 1.26, likely to rise up to tear 1.42 than 1.50 and 1.60.Pls dyodd. 

 Olam Group  - Nice breakout today plus managed to clear 1.11 level with ease and closed higher at 1.18, looks rather bullish.  She may continue to trend higher towards 1.29.Pls dyodd. 

Hosey! Nice Gapped Up this morning! She is rising up to test 1.11  A nice crossing over with ease plus good volume we may see her rising up further towards 1.20 and above. 

Olam Group  AGM , they are quite generous! Handling out $30 grocery voucher plus some of their products! This year also provide mee Siam,  quite nice plus tea, coffee and Milo.

Future dividend will be depending how OFi and other businesses perform plus the divestment proceeds to hand out as Special dividend.

Olam Group  - Gd news as it has manged to secure the regulatory approvals for its proposed US$1.8 billion sale of 44.58 per cent of its agribusiness unit Olam Agri to a Saudi fund. Going forward, they can focus in expanding Olam OFI and hopefully have the IPO listing news soon! Their plan is to pared down assets and repay all debts to gain debts free position.  Hopefully,  can see price rising above 1.00 and perhaps going up further towards 1.20-1.30 level. Pls dyodd. 

Quote: Olam Group has secured all required regulatory approvals from a total of 21 jurisdictions for its proposed US$1.8 billion sale of 44.58 per cent of its agribusiness unit Olam Agri to a Saudi fund.

“The regulatory approvals in respect of the remaining one jurisdiction has been obtained,” Olam said on Thursday (Apr 16).

The proposed sale is expected to be completed “in due course” and is the first of two tranches in Olam’s planned US$2.6 billion disposal of its remaining 64.57 per cent stake in Olam Agri to Saudi Agricultural and Livestock Investment Company (Salic).

MIT - Mapletree Ind Tr :On a quarter-on-quarter basis, DPU for 1QFY26/27 increased by 0.6% to 3.11 cents. This was primarily due to improved performance from the Singapore portfolio with the absence of cyclical works.

 On a quarter-on-quarter basis, DPU for 1QFY26/27 increased by 0.6% to 3.11 cents. This was

primarily due to improved performance from the Singapore portfolio with the absence of 

cyclical works.

Positive rental reversions achieved for renewal leases in Singapore and North America

with healthy occupancies in the Singapore Portfolio and Japan Portfolio

• Increased Overall Portfolio’s weighted average lease to expiry (“WALE”) with the 

successful backfilling of 2301 West 120th Street, Hawthorne and the lease extension at 

1400 Kifer Road, Sunnyvale

• Advancing portfolio rejuvenation strategy through targeted divestments and disciplined 

reinvestment into properties that enhance portfolio quality and long-term returns.

Gross revenue and net property income for 1QFY26/27 decreased by 7.7% and 8.5% year-

on-year to S$162.3 million and S$122.3 million respectively. This was mainly attributed to the 

absence of income from the portfolio divestment of three industrial properties in Singapore.

Borrowing costs decreased by 24.6% year-on-year to S$18.5 million in 1QFY26/27. This was

mainly due to the repayment of loans with proceeds from the Singapore Portfolio Divestment

and perpetual securities issuance as well as lower interest on unhedged floating rate loans, 

partially offset by the impact of higher interest cost from repricing of matured interest rate 

swaps.

Distribution to Unitholders for 1QFY26/27 was S$88.8 million, 4.8% lower than the

corresponding quarter last year. Accordingly, DPU decreased by 4.9% year-on-year to 3.11

cents in 1QFY26/27.