Keppel DC Reit - 3rd quarter results update is out.DI os up 16.7 percent to 227m. DPU increased 11.7 percent to 8.571 cents.Occupancy ratr 96 percent. Gearing 36.2 percent. Positive rental reversion of 14 percent. The results seem gd

Keppel DC Reit  - 3rd quarter results update is out.DI os up 16.7 percent to 227m. DPU increased 11.7 percent to 8.571 cents.Occupancy ratr 96 percent.  Gearing 36.2 percent.  Positive rental reversion of 14 percent.  The results seem gd.

9M 2026 vs 9M 2025

• Higher NPI mainly due to:

i. positive reversions and escalations; and

ii. acquisition of Tokyo Data Centre 3 

partially offset by:

i. divestment of Kelsterbach Data Centre; and

ii. absence of income from Cardiff Data Centre

• Higher DI & DPU driven by:

i. stronger operating performance;

ii. contributions from acquisitions; and

iii. increased effective interests in Keppel DC Singapore 3 & 4partially offset by:

i. finance costs from acquisition loans drawn in 4Q 2025 & Keppel DC Singapore 7 & 8 lease extension consideration; and

ii. enlarged Unit base following the Sep 2026 

Private Placement, ahead of income contributions from Tokyo Data Centre 4 & 5 from 1 Oct 2026.

Chart wise,  a nice wide and bullish candlesticks spotted on the chart, up 8 cents to close at 2.13.This is rather positive.  She may rise up to test 2.25 then 2.35 and above. Pls dyodd. 

DFI Retail Group - 3rd quarter results update. The Group is well-positioned to exceed its 2025-28 revenue CAGR guidance of 2-3% with the expected revenue consolidation in the amount of US$600-650 million from the Starbucks licensed business in 20271and approximately US$900 million in 2028

 The Group is well-positioned to exceed its 2025-28 revenue CAGR guidance of 2-3% with the expected revenue consolidation in the amount of US$600-650 million from the Starbucks licensed business in 20271and approximately US$900 million in 2028. The Group also remains on track to deliver an underlying profit of US$310-350 million in 2028, as outlined at the 2025 Investor Day. This outlook is supported by continued solid momentum across its business segments as well as expected synergy benefits from the integration of Starbucks into DFI’s operations. 

For the third quarter of 2026, the Group’s underlying subsidiary sales from continuing businesses to increased by 4% year-on-year and 2% on a like-for-like (LFL) basis. This was driven by strong performances in the Health & Beauty and Convenience segments.Underlying subsidiary profit from continuing businesses grew 17% year-on-year, representing a 40bps margin improvement. This was mainly due to higher profitability in Health & Beauty and Home Furnishings, as well as lower SG&A expenses from ongoing lean initiatives. Overall underlying profit growth from continuing businesses was supported by higher contribution from Maxim’s, primarily due to the earlier timing of the mid-autumn festival compared with last year.

The Group continued to maintain a strong balance sheet with US$128 million net cash as of 

30 September 2026, compared to US$22 million net debt as of 30 June 2026. The Group 

remains committed to enhancing total shareholder returns while maintaining financial flexibility to pursue inorganic opportunities that accelerate revenue growth and deliver long-term strategic value. 

The Group raises its full-year 2026 guidance for underlying profit attributable to shareholders to be between US$295 million and US$305 million (up from the previous range of US$285 million to US$305 million), supported by organic revenue growth of approximately 2-3%, and a dividend payout ratio of 70%. The Group also announced an increase in its dividend payout ratio to 80% for the financial year 2027.

Suntec Reit - Suntec REIT recorded strong distributable income of $59.9 million for the quarter ended 30 September 2026 (“3Q 26”), 14.3% higher than the corresponding period in 2025 (“3Q 25”). Distribution per unit (“DPU”) to unitholders was 2.017 cents or 13.4% higher year-on-year

 Suntec REIT recorded strong distributable income of $59.9 million for the quarter ended 30 September 2026 (“3Q 26”), 14.3% higher than the corresponding period in 2025 (“3Q 25”). Distribution per unit (“DPU”) to unitholders was 2.017 cents or 13.4% higher year-on-year. 

XD 29th October. 

On an operating basis, distributable income and DPU would have increased by 18.8% and 18.0% respectively1 as there was a reversal of Australia withholding tax provision recorded in 3Q 252. The robust year-on-year performance was led by stronger operational performance of the Singapore Office and Retail portfolios and lower financing cost.

The office market is expected to remain resilient underpinned by limited core CBD office supply and tight vacancies. The Singapore Office portfolio occupancy is expected to remain high with positive rent reversion for the full year expected to be between 5% to 10% for FY 2026. The performance is expected to improve, supported by healthy occupancies and past quarters of strong positive rent reversions.

Retail demand remains healthy with tenant sales growth continuing to outpace shopper traffic growth. Major events like the BTS concert, Meetings, Incentives, Conferences, and Exhibitions

(“MICE”) events as well as the festive seasons are expected to support retail spending in the fourth quarter of 2026. Occupancy for Suntec City Mall is expected to remain high with positive rent reversion for the full year expected to be around 10%. The retail portfolio performance is expected to improve, supported by higher occupancy, rent and marcoms revenue. 

Suntec Convention

While some international delegates and event organisers remain watchful over the haze situation, MICE pipeline for Suntec Convention remains healthy for the fourth quarter of 2026 and in 2027. Suntec Convention performance is expected to remain stable in 2026 with growth expected in 2027. 

Australia Portfolio

The Australian office leasing markets, particularly in Melbourne and Adelaide, remain tenant-led. Leasing demand remains selective, with slower absorption and elevated incentives. The REIT continues to be pro-active and flexible in its leasing approach, such as creating fitted suites and subdividing spaces to meet diverse tenants’ needs. The Australia portfolio performance is expected to be stable supported by the strong occupancies at 177 Pacific Highway and 477 Collins Street.United Kingdom Portfolio Vacancy levels in the City and West End of London remain high at approximately 7%3, particularly in the fringe locations and older buildings. High quality, newly built and refurbished spaces in prime locations continue to be well sought after. Improved leasing interest at The Minster Building had led to an improvement in occupancy and the property is expected to achieve full occupancy by end 2026. Operating performances are expected to be stable for Nova Properties and The Minster Building4.

Frasers Cpt Tr - 2nd half results is out. DPU increased 2.6 percent to 6.214. Gross revenue is up 8.7 percent to 223m. Results seem quite good

 FCT delivers record DPU of 12.35 cents since listing

 FY26 Distribution per Unit (“DPU”) of 12.35 cents is at a new high 

 Proactive capital recycling through the divestment of White Sands at an 8.4% premium to appraised 

value and investment into the Bayshore Drive GLS site – a new growth driver through development and future pipeline

 Robust operating performance with retail portfolio committed occupancy at 99.7% 1; FY26 rental reversion at +6.6%2 ; higher shopper traffic and tenants’ sales, up 1.8%2 and 1.3%2 y-o-y respectively

 Continued focus on enhancement growth through asset enhancement initiatives (“AEIs”) – Hougang Mall completed in September 2026; NEX Phase 1 to complete by end-2026, and Causeway Point AEI to commence in second quarter of 2027

 Portfolio valuation increased by 1.7%3 y-o-y, underpinned by broad-based improvements in assetperformance and AEI uplift. 

Sembcorp Ind - She is gaining momentum, likely to rise up to test 6.17 and above

 Sembcorp Ind  - She is gaining momentum,  likely to rise up to test 6.17 and above. Pls dyodd. 

Sembcorp Ind  - She may rise up to test 5.98 to 6. A nice breakout with ease, she may continue to trend higher towards 6.22 and above. Beyond 6.22, she may rise up to test 6.44 than 6.50. YIELD is about 4.57% which is quite decent. dyodd. 

 5th October 26:

 Sembcorp Ind  - Nice breakout at 5.88 this morning,  likely to rise up to test 6 and above. Beyond 6.00, she may rise up further towards 6.22 than 6.40. Pls dyodd. 

Nibbled small units at 5.83. Yield is approximately 4.63% of which I think is quite decent 👌.  Pls dyodd. 

30 August 2026:

 The power of IPO listing, she may rise higher. 

Sembcorp Ind  - She may rise up to retest 6.16. A nice breakout with ease she may continue to trend higher towards 6.50 and above. Pls dyodd.

  Sembcorp Ind  - She had managed to bounce-off from 5.93 and rises higher to cover the ex dividend Gapped,  looks rather bullish.  Likely to continue to trend higher. She may rise up to test 6.10 than 6.50. Beyond 6.50 , she may rise up further towards 6.70-6.98. Pls dyodd.  

Sembcorp Ind  - Today, XD. Lets see how she fares. Price likely get corrected to 5.90. Yesterday closed at 6.05.

support is at 5.50. Do take note. 

Sembcorp Ind  -  Gapped up! Nice closing at 5.97, likely to cross over 6 any moment. The power of dividend. 

  Sembcorp Ind  - The power of dividend.  XD 21 August for interim dividend of 11 cents. Paydate 4th Sept. Plenty of cash on hands. 

Chart wise,  bullish mode.

She had managed to clear 5.75 and closed higher at 5.83 coupled with high volume this is rather positive.  She may rise up to test 6-6.03. A nice breakout with ease, we may see her rising up further towards 6.20 than 6.58. Pls dyodd. 

Lai ah, jiak bak chor mee. Not bad from fairprice Kopitiam. 

ParkwayLife Reit - She is gaining strength likely to rise up to test 4.05 and above. Yield is about 4.35 percent, I think is a decent yield

 ParkwayLife Reit  - She is gaining strength likely to rise up to test 4.05 and above. Yield is about 4.35% which is quite a decent yield level.  Yearly dividend is about 17.54 cents.  Pls dyodd. 

Chart wise,  a nice breakout of 4.05 with ease we may see her rising up further towards 4.26 - 4.22. 

 PLife REIT Advances Growth in Francewith €38.8 Million Nursing Home Acquisition

• DPU-accretive acquisition of three nursing homes located in Marseille and Velaux, southern France 

• Transaction in a sale & leaseback arrangement, where DomusVi will continue to operate the nursing homes

• New 12-year leases providing long-term income stability and visibility

• Deepens PLife REIT’s presence in its third key market and strengthens its strategic relationship with DomusVi, a leading pan-European senior living operator.

The Acquisition is expected to complete by December 2026, subject to the fulfilment of the conditions precedent under the Acquisition Agreement. The Properties will continue to be leased to DomusVi upon completion of the Acquisition. Following the Acquisition, PLife REIT’s French portfolio will expand to 14 properties with an aggregate value of approximately S$234.3 million6, representing approximately 10% of PLife REIT’s asset under management.

The total acquisition outlay, including estimated capitalised and acquisition-related costs, is expected to be approximately €43.4 million (approximately S$63.3 million). The Acquisition will be fully debt-funded.

Based on the Manager’s current estimates, PLife REIT’s aggregate leverage is expected to increase from approximately 33.8% as at 30 June 2026 to approximately 35.3% following the Acquisition, remaining well within the applicable 50% aggregate leverage limit.