Suntec Reit AGM - Today , 16 April 2.30PM at SUNTEC SINGAPORE CONVENTION & EXHIBITION CENTRE

  On the way to attend Suntec AGM, stay tune.

Suntec Reit AGM held AT LEVEL 3 SUMMIT 1, SUNTEC SINGAPORE CONVENTION & EXHIBITION CENTRE, 1 RAFFLES BOULEVARD, SUNTEC CITY, 16 April 2026. 

As usual,  $20 voucher for the shareholders who sacrifice their time to attend.  Coffee and Tea provided.  

Not so crowded today!any empty seats! 

CEO Mr.Chong is giving the presentation.  

Suntec City Mall is almost 100% occupancy. 

Positive rental reversion of 10% for 2025. 2026 expects about Positive 5%. 

Gearing came down from 42.5% to 41.5%. 

Financial costs also decreased from 4.08% to 37.1%. Total Distribution income is up 14.6% to 207m. DPU is up 13.5% to 7.035 cents. 

Australia side received once-off compensation.  

Australia MIT remain.  

Overall occupancy remains healthy!

Suntec Reit loan currency is fixed at 80% in SGD, 10% each for UK and Australia dollars.

Financial costs remain stable or same as 2025. 

Suntec properties is about $2600 per square foot. 

Keppel DC Reit - 1st Quarter results is out! Gross Revenue is up 18.4 percent to 120m. NPI is up 19.4 percent to 105m. Distribution income is up 20.7% to 74.6m. DPU is up 13.2% to 2.833 cents vs 2.503 cents last year

 Gross Revenue is up 18.4 percent to 120m. NPI is up 19.4 percent to 105m. Distribution income is up 20.7% to 74.6m. DPU is up 13.2% to 2.833 cents vs 2.503 cents last year. I think the results updates seem gd! Pls dyodd. 

Price likely rise higher! 

1Q 2026 vs 1Q 2025

• Higher net property income mainly due to:

i. acquisition of Tokyo Data Centre 3;

ii. higher contributions from contract renewals 

and escalations; and

partially offset by:

i. divestment of Kelsterbach Data Centre

• Higher DI & DPU mainly due to contributions from:

i. strong portfolio performance; and 

ii. acquisitions of Tokyo Data Centre 3 

And remaining interests in Keppel DC 

Singapore 3 & 4

• Higher finance costs mainly due to new 

Acquistion loans drawn in 4Q 2025.

Genting Sing - Finally, she is back to 70 cents, likely to rise up to test 74.5. XD 30 April for 2 cents dividend

 Genting Sing  - Finally,  she is back to 70 cents,  likely to rise up to test 74.5. XD 30 April for 2 cents dividend! Paydate 26 May. Pls dyodd. 

Went to Nex for lunch! The price increases but the dim sum portion become smaller. Used to be 3 pcs per tray. Now 2 pcs. Total 11.10 including congee.  

AGM 15 April, Final dividend of 2 cents is coming! Yearly 4 cents dividend,  yield is 5.83% , nice! 

 Genting Sing  - She is trading at any interesting price level, looks like boat is back. Results will be out on 24 February,  nice!

Estimating Final dividend of 2 cents! Together with interim dividend of 2 cents, a total of 4 cents annual dividend seem quite a gd yield of 5.47%. Cash rich, net cash position! 

Nibbled small units at 72.5 cents. 

She may rise up to test 76.5 than 80 cents.  Pls dyodd. 

Sembcorp Ind - Yesterday closed well at 6.96, looks rather positive

 Sembcorp Ind  - Yesterday closed well at 6.96, looks rather positive! Will she be able to cross over 7.00 smoothly and rises higher towards 7.15. 

  Sembcorp Ind  - she may rise up to test 6.88 again! A nice breakout smoothly plus good volume we may see her rising up further towards 7.00. Pls dyodd. 

Sembcorp Ind  - Nice breakout of 6.80 this morning,  looks rather bullish likely to continue to trend higher Towards 7.00 than 7.15. 

 Yesterday closed well at 6.77, this is rather bullish! Likely to rise up to test 7.00 than 7.15 and above! Pls dyodd. 

Sembcorp Ind  - She is gaining strength,  trading at 6.47 to 6.48 likely to rise up to test 6.55 and above!

Next, she may rise up further towards 6.65 and above. FINAL dividend 16 cents.XD 6th May. PAYDATE  15 May.Pls dyodd. 

 23rd March 2026:

Sembcorp Ind  - One of the few counter that is in the green when the whole market is in the red! She may rise up to test 6.40 than 6.55 and above. Pls dyodd. 

She had managed to clear the 6.00 price level swiftly and is now trading at 6.16, looks rather bullish! She may continue to trend higher towards 6.40 and above! Pls dyodd. 

  Sembcorp Ind  - She has bounce-off from 5.67 and closed higher at 5.77, looks like shw may have hit the bottom and rebounded. Yield is about 4.33 percent seem quite decent. XD 6th May 16 cents Final dividend!

Renewal energy and Electricity sector likely remain in demand whether in good time or bad time. Pls dyodd. 

Sembcorp Ind  - The price has fallen from 6.38 to 5.72 looks like biat is back!Yield is about 4+% at 5.72. With oil price rising higher, hopefully this benefit the energy sector. Pls dyodd. 

  Sembcorp Ind  - 2nd Half results is out.  Total Revenue is down 11 percent to 2857m.Net profit is down 7 percent to 448m. Declared final dividend of 16 cents, together with interim dividend of 9 cents a total dividend of 25 cents versus 23 cents last year.

Sembcorp Industries (Sembcorp) delivered resilient performance for the full year of 2025 (FY2025), with underlying Group net profit of

S$1.0 billion, comparable to FY2024. Earnings growth from the Renewables aandOntegrated Urban Solutions segments mitigated lower earnings from the Gas and 

Related Services segment. Reported Group net profit from continuing operations was 

S$984 million, 4% lower year-on-year, as the gain from the divestment of SembEnviro

was offset by the foreign exchange loss on the deferred payment note.

Underlying net profit for the Gas and Related Services segment was S$701 million,

with lower contribution from the UK business and lower generation spreads in 

Singapore. This was offset by higher contribution from Senoko Energy. As of February 

2026, approximately 80% of our contracted portfolio in Singapore1

is locked in for five

years and above, providing earnings visibility. 

Net profit before exceptional items (EI) for the Renewables segment was 5% higher 

at S$192 million in FY2025 on stronger performance from the India renewables 

portfolio. Operational capacity as of end 2025 was 15.0GW, up from 13.1GW as of

end 2024. Since end 2024, Sembcorp has secured 3.6GW of renewables capacity 

across key markets. Including projects under construction, the Group’s gross

renewables capacity is now at 20.4GW.

The Integrated Urban Solutions segment posted net profit before EI of S$178 million, 

3% higher year-on-year. The Urban business continues to build up its portfolio of low-

carbon industrial parks and ready-built industrial space, while we continue to sharpen 

our portfolio focus in the Water business.

SingTel - Last Friday closed at 4.88, down 8 cents from 4.96. Looks rather weak and she may continue to go down to test 4.80 and below

 SingTel  - Last Friday closed at 4.88, down 8 cents from 4.96. Looks rather weak and she may continue to go down to test 4.80 and below! Pls dyodd. 

 Today fund are offloading,  likely to see further weakness!

She may go down to cover the Gapped at 4.80 and 4.77 (200 days MA). If unable to hold,  she may go further downward to test 4.45. Pls dyodd. 

25 March 2026:

Yesterday closed at 4.92, looks like buying opportunities is back! Pls dyodd. 

Last Friday closed at 5.21 but was short-lived! May be Big Boys pushing it higher to offload! Now trading at 4.97-4.98. She may go down to test 4.80 and below! 

 She had managed to bounce-off from 100 Days Moving Average at about 4.55 and is now trading at 4.53 ,looks rather interesting! The rebound might be attributed to SingTel being listed as top portfolio counter under the newly UOBAM Ping AN FTSE Asean Dividend index.  

I think price may rise up further towards 4.62. Pls dyodd.

7 Jan 2026:

SingTel  - She is falling down! What Goes Up High Will come Down at a faster speed!

Yearly dividend is about 17 cents.

At 4.43, yield is about 3.83%. The yield seem to be on a low side.

I think can wait for yield to go back to 5% at about 3.40 price level. 

Chart wise, bearish mode!

She may go down to test 4.20 than 4.00 and 3.80.

Pls dyodd. 

Riverstone - Chart wise, looksl like a nice reversal price patterns and may likely rise up to test 80 cents again. Final dividend of MYR 5 cents, XD 7 May, do take note

 Riverstone  - Chart wise, looksl like a nice reversal price patterns and may likely rise up to test 80 cents again. Final dividend of MYR 5 cents, XD 7 May, do take note!

A nice breakout of 80 cents with ease we may likely seeing her rising up further towards 84 than 90 cents and above. Pls dyodd. The company is cash rich with zero debts or net cash position. They have good track record of consistently paying out dividend every year. 

Riverstone Resources is established in year 1989. We specialize in the production of premium quality cleanroom gloves & premium quality healthcare gloves, fingercots, packaging bags and face masks. Over the years, with the full support of our valued customers and the commitment of our staff, we have grown to become the leading global supplier for Cleanroom gloves.

Our products are widely qualified and used in the Hard Disk Drive (HDD) and semiconductor industries. We export more than 85% of our products to key high technology customers in the Americas, Asia and Europe.In order to cope with the market demand, we have increased our capacity by setting up a new manufacturing plant in Thailand in year 2001. In year 2004, we also built a new plant in Wuxi, China. In 2010, a new state-of-the-art manufacturing plant was built in Taiping, Perak. With this, we now have a combined capacity of 10billion pieces of glove per year.