Suntec Reit - recorded strong distributable income of $116.5 million for the half year ended 30 June 2026 (“1H 26”), 25.5% higher than the corresponding period in 2025 (“1H 25”). Distribution per unit (“DPU”) to unitholders was 3.936 cents or 24.8% higher year on year. 2nd quarter dpu of 2 cents, seem not bad . XD 30 July

  – Suntec REIT recorded strong distributable income of $116.5 million for 

the half year ended 30 June 2026 (“1H 26”), 25.5% higher than the corresponding period in 

2025 (“1H 25”). Distribution per unit (“DPU”) to unitholders was 3.936 cents or 24.8% higher year-on-year.

The robust year-on-year improvement was driven by the stronger operational performance of

the Singapore Office and Retail portfolio, lower financing costs as well as lower Australia 

withholding tax provision as the REIT retained the Australia Managed Investment Trust status1.

This more than offset the absence of a one-off compensation recorded in 1H 25 from the 

surrender of 3 floors at 177 Pacific Highway in Sydney which have since been backfilled and 

the weaker performance of The Minster Building in London due to the lease expiry of a tenant 

in mid-June 2025. 

Mr. Chong Kee Hiong, Chief Executive Officer of the Manager, said, “The results reflect Suntec 

REIT’s sound fundamentals, underpinned by our diversified portfolio of high-quality assets and 

resilient income streams. The strong performance of Suntec City Mall, enhanced by

incremental revenue and income from completed asset enhancement initiatives, 

demonstrates our proactive approach to portfolio management. We remain focused on 

creating long-term value and delivering sustainable growth for our unitholders.”w

SingPost AGM - 23rd July 2026, 2.30PM Suntec city convention level 3. Coffee and Tea provided plus 15 dollars vouchers

 34th AGM. SingPost AGM - 23rd July 2026, 2.30PM Suntec city convention level 3. Coffee and Tea provided plus 15 dollars vouchers.

Chairman- Ms Teo Swee Lian is giving the speech. 

14 May 2026: 

S&P ratings seem not bad! 

 SingPost reports FY25/26 earnings and outlines strategy

● FY25/26 Net Profit of S$60.9 million and Underlying Net Profit of S$10.7 million

excluding exceptionals and derecognition of aged trade payables

● The Board recommends a final dividend of 0.06 cents per share and supplemental

dividend of 0.41 cents per share

● The Group outlines strategy for sustainable growth.

Group Performance and Financial Review

For the financial year ended 31 March 2026, the Group recorded revenue of S$376.1

million, a decline of 23.1% YoY from S$489.1 million. Revenue was impacted by a 55.2%

contraction in International revenue amidst a volatile global macroeconomic environment,

as well as the continued decline in letter mail volumes.

Reflecting the softer international volumes, full-year operating profit fell 68.9% YoY to

S$11.8 million, down from S$37.9 million.

Net profit was S$60.9 million for the full year, boosted by exceptional items and the

derecognition of aged trade payables. Underlying Net Profit (“UNP”) which excludes

exceptional items and derecognition of aged trade payables, stood at S$10.7 million for

the year. Exceptional items of S$19.2 million comprised largely of a fair value gain on

investment properties and a gain on the disposal of subsidiaries. The Group reviewed its

process concerning the recognition and derecognition of liabilities (trade payables) with

overseas postal administrators for international deliveries. Accordingly, S$38.1 million was

derecognised during the financial year.

SingPost has unveiled its strategy for sustainable growth.

SingPost Centre remains a cornerstone of the Group’s Property Assets business. The

Group will retain SingPost Centre and leverage the government’s longer-term blueprint for

the Paya Lebar region to reap potential value-enhancing opportunities for the benefit of

shareholders. In the near term, the Group is evaluating plans to enhance SingPost Centre

to improve efficiency and yield.

In the Logistics & Letters business, SingPost is transitioning to an improved operating

model over the next few years to navigate shifts in demand. By integrating AI and

automation, the Group aims to reduce the cost to serve by more than 10%.

Simultaneously, the Group is leveraging its core competencies and last mile advantage to

broaden opportunities in logistics such as warehousing and value-added solutions.

The Board has recommended a final dividend of 0.06 cents per share for FY25/26.

Additionally, a supplemental dividend of 0.41 cents per share has been proposed, derived

from the net-of-tax derecognition of aged trade payables. This brings the total proposed

dividends to 0.47 cents per share.

The proposed dividends are subject to the approval of shareholders at the 34th

Annual General Meeting to be duly convened. The date payable and record date for

the dividends will be announced at a later date.

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  - 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 - 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

 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.

ParkwayLife Reit - First Half results will be out on 4th August before trading commence, nice. Dividend is coming

 ParkwayLife Reit  - First Half results will be out on 4th August before trading commence,  nice. Dividend is coming.

Yesterday closed at 4.20, let's see if she can stay above 4.21 in order to continue to trend higher. 

19 July 2026:

 ParkwayLife Reit  - Hosey. Closed well at 4.16, likely to rise up to test 4.21 and above. Pls dyodd. 

11 July 2026:

 She is climbing up nicely and closed well at 4.15, looks rather bullish! She may rise up to test 4.21. A nice breakout smoothly plus good volume we may see her rising up further towards 4.40 and above. 

ParkwayLife Reit  - She will be releasing her 1st Half results in early August,  estimating dividend of 8 cents and above as 1st quarter dpu of 4.44 cents plus recent divestment gains likely lift the dividend payout higher.

Hopefully, she will rise up to test 4.20 than 4.40. Pls dyodd.

Ocbc has a TP of 4.80. Quote: 

Ada Lim of OCBC Group Research has maintained her "buy" call on Parkway Life REIT but with a slightly trimmed fair value of $4.80 from $4.82.

 Gross Revenue for 1Q 2026 decline by 2.1% to 38.2m mainly due to JPY FX depreciation and lower rental income from the Japan portfolio 

due to tenant exit affecting five Japan nursing home properties, partially offset by contributions from 

the Singapore properties.  

 Higher distributable income largely attributed to Singapore hospitals following the cessation of the 

three-year rent rebates and the rent review formula kicked in1. DPU is up 5% to 4.44 cents. 

 As the REIT has hedged the net income from Japan, the drop in revenue will be compensated by the 

FX gains from the settlement of the forward contracts

DPU Growth Y-o-Y

S$38.2 million

Higher distributable income largely attributed to Singapore hospitals following the cessation of the 

three-year rent rebates and the rent review formula kicked in1 

 As the REIT has hedged the net income from Japan, the drop in revenue will be compensated by the 

FX gains from the settlement of the forward contracts.

Project Renaissance – a S$350 million renewal capital expenditure for MEH jointly funded with IHH

Healthcare Singapore was successfully completed in February 2026

➢ Delivered M&E upgrades, space reconfiguration and sustainability enhancements to support

resilience and growth

➢ Awarded provisional Green Mark Platinum certification by the Building and Construction Authority

in recognition of the sustainability enhancements

CapitaLand Investment - She has retreated from 2.70 to 2.49, looks like boat is back. At 2.49, yield is about 4.82 percent of which I think is quite a gd yield level

 CapitaLand Investment  - She has retreated from 2.70 to 2.49, looks like boat is back. At 2.49, yield is about 4.82 percent of which I think is quite a gd yield level.

She will be releasing her 1st Half results on 13 Aug, do take note. 

16 June 2026:

CapLand Investment  - She is gaining strength likely to rise up to test 2.62 than 2.69. A nice breakout of 2.70 smoothly plus high volume we may see her rising up further towards 2.80 and above.  Pls dyodd. 

10 June 2026:

  Today,  reit sector seem rising up a bit. May be interest rate may not increase.CLI is up 4 cents to 2.57. Likely to retest 2.62. Pls dyodd . 

 CapLand Investment (9CI.SI) - I think boat is back. At 2.54, yield is quite decent at 4.724 percent which is much higher than CPF OA and MA. Today, month end window dressing effect likely see a rebound soon. Nibbled small units at 2.58. Pls dyodd. 

CapLand Investment (9CI.SI) - I think gd price is back. At 2.78, yield is about 4.3 percent.  Assets light and earnings is based on management fees, interest loan fees seem sustainable.  With the recent Income 8 assets to let CapitaLand manage their properties,  management fees likely get boosted for Y2026.Yiled is pretty decent 4.3 percent. Pls dyodd. 

 Phillip Securities has a TP of 3.69.

1Q26 revenue of S$487mn (-2% YoY) was slightly below our estimates, forming 21% of our FY26e forecast. Fee-related revenue was the standout performer, rising 10% YoY, driven by strong growth in listed (+14%) and private funds (+58%) management, while REIB revenue declined 14% following the divestment of the Synergy platform

CapitaLand Investment's (SGX:9CI) fee-related revenue rose 10% year over year to SG$310 million during the first quarter of the year, according to a Wednesday filing with the Singapore Exchange.

The increase in fee-related revenue was driven by strong growth in listed funds, including the company's share of SC Capital Partners' fee revenue.

Meanwhile, the private funds segment surged 58% year over year to SG$41 million.

CapLand Investment  - Final dividend of 12 cents,  XD 4th May. Paydate 14 May, awesome! AGM is on 28 April 10AM. Do take note!

  Nibbled small units at 2.77. Looks like a strong support level!Yield is about 4.3%. Pls dyodd 

CapLand Investment  - I think price is back to interesting price level! At 2.84, yield is about 4.22 percent seem not bad!She may rise up to test 2.96 than 3.p2 and above. XD in May 2026 for 12 cents dividend. Pls dyodd 

 The price being corrected sharply to 2.78, looks like boat is back! Yield is about  4.31%, seem not bad! Pls dyodd. 

CapLand Investment  - A bullish green candlesticks appearing on the chart after the recent profit taking situation. The price may rise upbto test 3.09-3.12!

Beyond 3.12, shw may rise up to retest 3.17 and above. Pls dyodd. 

Is a great relief! Price rebounded from 2.90 to close at 3.09! Hopefully,  it can stay at this level before XD! Is never wrong to lock in some profit! Pls dyodd. 

Today, went for lunch at this place call Embun seafood restaurant! Somewhere near the Seletar Airport.  The food is quite nice! Is a quiet place tugging away surrounded by many trees and greenery! 

Had giant crab, satays, Fish, prawns, sotong,  veggies and dessert. 

(CLI) recorded stronger Operating PATMI of S$539 million for the Financial Year (FY) 2025, 

up 6% year-on-year (YoY) from S$510 million in FY 2024. At the same time, CLI continued to 

scale its platform, with FUM growing 7% to S$125 billion1 as at end-2025, supported by 

positive fundraising momentum as total equity raised almost doubled to S$6.5 billion.

The improved Operating PATMI of S$539 million in FY 2025 was driven by higher contributions

from the listed funds business, lower interest costs and reduced operating expenses. These 

were partially offset by growth-related expenses to scale the private funds and lodging 

management business, as well as lower contributions following asset divestments. 

Total PATMI for FY 2025 was S$145 million compared to S$479 million in FY 2024, mainly 

due to lower portfolio gains and higher revaluation losses on the Group’s China portfolio.

CLI declared a final dividend of 12 cents, unchanged y-o-y, reflecting a payout ratio of more than 100%.

reflecting continued market softness. Meanwhile, total revenue was stable3 at S$2,133 million

for FY 2025, with higher fee-related revenue earnings, offset by lower contributions from the 

real estate investment business (REIB) post-divestments.

Through disciplined and focused execution, CLI grew FUM to S$125 billion1 as at end-2025, 

up from S$117 billion a year earlier. FUM growth was driven by strong capital raising momentum,

supported by larger follow-on funds launched during the year, as well as positive organic and 

inorganic growth, including CLI’s strategic investments in Wingate and SC Capital Partners. 

Miguel Ko, Chairman of CLI, said: “Amid a challenging and uncertain macroeconomic 

backdrop in 2025, we made steady progress, reinforcing and scaling our platform for long-

term growth. Our strategic investments in Wingate and SC Capital Partners have deepened 

capabilities and broadened institutional reach for CLI. We will continue to build on this 

momentum and focus on long-term value creation, anchored by strategic partnerships and 

disciplined capital allocation.”