ComfortDelGro - Finally, she is back above 1.50, looking gd! She is trading at 1.51, likely to rise up to test 1.56

 ComfortDelGro  - Finally,  she is back above 1.50, looking gd! She is trading at 1.51, likely to rise up to test 1.56 and above!

Beyond 1.56, she may rise further higher towards 1.60 than 1.64.

 ComfortDelGro AGM - AGM is on 24th April 10AM at Sanss Expo and Convention Centre, Cassia main ballroom level 3. Change venues from Suntec City Mall!

Do take note.Likely have nice bento set meal provided for the 23rd AGM. 

AGM to approve the declaration of Final dividend of 4.59 cents. Plus share buyback mandate and appointments of Directors etc.

ComfortDelGro  - taxi fare temporarily increased by 50 cents to shield against rising fuel costs. I think the company is making the right move to protect driver income. 

I think share price may likely trading in the range of 1.45-1.50.

Quote: Taxi fare will be increased temporarily to shield cabbies from surging fuel costs. Passengers will pay an additional S$0.50 ($0.39) to S$0.80 for trips starting from March 24, the company said in a social media post on Tuesday. Metered rides will also see a S$0.01 increase in the distance-time rate.

  She is trading at 1.45-1.46 likely to test 1.50 again! 

ComfortDelGro - Price seem overly reacted and sold down due to War at Iran. Yield is more than 5.8 percent is a no-brainer opportunity!

I think price may rise up to test 1.50! Plsdyodd. 

Yearly dividend has been consistently increasing for the past few years. 8.5 cents dividend for 2025. 2026 may be can see dividend increase to 9 cents and above.  

 ComfortDelGro- The ME tensions is creating stocks market volatility and share price being sold down due to Fear of oil price rising up,  seem overly done! Likely to see supporters coming to support! At 1.44, yield is a whopping 5.8+%. Stable revenue,  dividend plus cash rich.  Pls dyodd. 

 ComfortDelGro Achieves Record FY2025 Revenue Exceeding S$5 billion,

Delivers 9.4% PATMI Growth

• Revenue grew to S$5.06 billion, a 13.0% year-on-year increase; PATMI up 9.4% year-on-year to

S$230.3 million.

• International revenue contribution reached 55.3%, driven by contributions from acquisitions and new

overseas contracts.

• Proposed final dividend of 4.59 cents per share, bringing the total dividend for FY2025 to 8.50 cents

per share, representing a payout ratio of 80%.

ComfortDelGro Corporation Limited (SGX:C52) (“ComfortDelGro” or, “the

Group”) today announced its financial results for the full year ended 31 December 2025. The Group delivered

strong growth with a total revenue of S$5.06 billion in FY2025, reflecting 13.0% increase compared to

FY2024. Profit After Tax and Minority Interests (PATMI) rose 9.4% year-on-year (yoy) to S$230.3 million.

This performance reflects the Group’s focused execution of its international growth strategy, as total revenue

crossed S$5 billion for the first time while overseas revenue now accounts for 55.3% of total revenue, up

from 49.1% in the previous year. In tandem, overseas operating profit contribution rose to 44.7%, up from

34.9% in the previous year.

Operating profit for its Public Transport segment grew 15.1% yoy to S$149.5 million. This increase was

largely attributed to the renewal of London bus contracts at improved margins, the start of Metroline

Manchester’s operations in early 2025. Operating profit for the Taxi and Private Hire segment saw a 4.4%

yoy increase due to full-year contributions from the acquisition of Addison Lee in 2024. Operating profits from

its Inspection & Testing Services rose 56.1% yoy, mainly driven by the peak volume of On-Board Unit

installations for Singapore’s Electronic Road Pricing 2.0 project throughout 2025.

The Group achieved significant milestones in its Public Transport business in 2025. Beyond the four bus

franchises in Greater Manchester, it had also successfully mobilised three Zero Emission Bus franchises in

Victoria, Australia and commenced operations for the Stockholm Metro in November 2025. These

developments underscore the Group’s ability to deliver long-duration, government-backed contracts that

anchor the Group’s resilience and future cash flows.

Ocbc Bank - Chart wise, bullish mode! She may rise up to retest 23.10 again

 Ocbc Bank  - Chart wise,  bullish mode! She may rise up to retest 23.10 again! 

A nice breakout at 23.10 smoothly plus good volume we may likely seeing her rising up further towards 23.50 than 24.00.

Yearly dividend is about 83 cents. Yield is about 3.65% @ current price of 22.71. If including special dividend of 16 cents, yield is about 4.27%. XD 42 cents dividend plus special dividend of 16 cents on 23rd April. Do take note!

NAV 13.23. Price per book is about 1.71x. Pls dyodd. 

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.

 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).

CapitaLand Ascendas REIT - PO results is out! Fully accepted PO application was 74.45 percent. Excess of 32.9m share about 25.55 percent will be alloted to those applied for the Excess, awesome

 CapitaLand Ascendas REIT  - PO results is out! Fully accepted PO application was 74.45 percent.  Excess of 32.9m share about 25.55 percent will be alloted to those applied for the Excess, awesome !

I think Excess can roughly get about 32.9m divided by 219m = about 15% . Not bad! 

 Applied today ! Huat ah!

CapLand Ascendas Reit  - PO can apply online via CDP. Click on EC-A,follow by clicking on Rights SGD will bring you to the application page. Deadline to apply the PO is on 15 April 26. Do take note. 

XD/XR today - 31 March likely to see price being corrected for the dividend of 3.75 cents. PO date application from 7 to 15 April, do take note!

Today, the price being pushed up to 2.54, looks like fund is trying to make the prices staying above 2.50. XD tomorrow,  do take note!

 CapitaLand Ascendas  - PO ratio of 28 share for every 1000 share at 2.35 per share. Do take note!

The estimated dates:

PP price was offered at 2.406. 

 LAUNCH OF EQUITY FUND RAISING TO RAISE GROSS PROCEEDS OF 

NO LESS THAN APPROXIMATELY S$900 MILLION.

Between S$2.406 and S$2.450 for each Private Placement Unit

Between S$2.35 and S$2.40 for each Preferential Offering Unit.

To fund the acquisition of 10 properties. 

Advance DPU of 3.75 cents. XD 31 March 2026. 

ANNOUNCEMENT

THE ACQUISITIONS OF 

(A) A 100.0% INTEREST IN AND LEASEBACK OF A LOGISTICS ASSET LOCATED IN 

SINGAPORE, (B) A 50.0% INTEREST IN A BUSINESS SPACE ASSET LOCATED IN 

SINGAPORE AND (C) A 49.0% INTEREST IN A DATA CENTRE ASSET LOCATED IN JAPAN

DPU Accretion

The aggregate pro forma distribution per Unit (“DPU”) accretion of the Prior Acquisitions and 

the Acquisitions is approximately 4.1%, assuming the Prior Acquisitions and the Acquisitions 

were completed on 1 January 2025.

The Potential Acquisitions are expected to be DPU accretive on a pro forma basis.

For illustrative purposes only, the estimated aggregate pro forma DPU accretion of the Prior 

Acquisitions, the Acquisitions and the Potential Acquisitions is between 4.2% and 4.3%, 

assuming the Prior Acquisitions, the Acquisitions and the Potential Acquisitions were 

completed on 1 January 2025.

Gearing will increase slightly from 39% to 39.7% still OK below 40%. Quite a distance from 50%. 

Ifast - She is gaining momentum and likely rise up to test 10.00

 Ifast  - She is gaining momentum and likely rise up to test 10.00.

AGM is on 24th April 2026 at MBS Sands Expo and Convention Centre.  Do take note!

Beyond 10.00, she may likely test 10.25 and above. XD 8th May 2026. Pls dyodd. 

In FY2025, the Group achieved a number of major milestones as the Group total revenue crossed 

S$500 million (34.4% YoY increase to S$514.72 million) and Group net profit hit S$100.01 million (50.1% 

YoY increase). In 4Q2025, total revenue for the Group grew 45.7% YoY to S$151.74 million and net 

profit for the Group grew 70.4% YoY to S$32.86 million.

Dividend of 2.5 cents is 56% higher than last year 1.6 cents. 

• For the Group’s core wealth management platform business, Group AUA increased 27.9% YoY to 

new record high of S$31.98 billion. Growth was seen in all the various markets that the Group is in, 

with Singapore continuing to be the main contributor. Group net inflows was a record S$4.72 billion in FY2025.

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.