Sembcorp Ind - The price has fallen from 6.38 to 5.72 looks like biat is back

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.

Keppel DC Reit - She is gaining strength likely to rise up to test 2.35 and above

 Keppel DC Reit  - She is gaining strength likely to rise up to test 2.35 and above !She is trading above the recent PO price of 2.24, congrats for those who subscribed and holding the share now with profit, nice! 

Chart wise, she may rise up to test 2.35 than 2.40-2.43.Pls dyodd. 

It looks like some buying interest spotted today! She is up 2 cents to trade at 2.28, looks rather interesting! She may rise up to test 2.30, 2.35 to 2.44. Pls dyodd. 

 4th quarter results is out! 

Keppel DC REIT delivers record-high DPU of 10.381 cents for FY 2025, 

underpinned by strategic acquisitions and strong portfolio performance

Key Highlights 

▪ FY 2025 DI increased 55.2% year-on-year to $268.1 million, with DPU up 9.8% to 10.381 cents. 2nd Half Dpu is up 7.1% to 5.248 cents. XD 6 February. 

▪ Strong financial performance was driven by $1.1 billion of accretive acquisitions in Tokyo and 

Singapore and portfolio reversion of ~45% for FY 2025

▪ Well positioned to capture hyperscale and artificial intelligence (AI)-driven demand, supported by 

healthy balance sheet and aggregate leverage of 35.3%

Chart wise, A nice bullish bar appearing on the chart upon the releasing of the FY results, a spike up of 4-6 cents before closing at 2.28, looks rather bullish! It may rise up to test 2.30-2.32. A nice breakout smoothly plus high volume we may see her rising up further towards 2.43. Pls dyodd. 

ComfortDelGro- The ME tensions is creating stocks market volatility and share price being sold down due to Fear of oil peice rising up, seem overly done! Likely to see supporters coming to support

 ComfortDelGro- The ME tensions is creating stocks market volatility and share price being sold down due to Fear of oil peice 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.

CapLand Ascendas Reit - I think boat is back! Current price at 2.65 is about 5.6 percent for this blue chips index reit counter looks rather interesting

 CapLand Ascendas Reit  - I think boat is back! Current price at 2.65 is about 5.6 percent for this blue chips index reit counter looks rather interesting!

The price has corrected after Ex.dividend from 2.80+ and is now back to a gd support pivot point level.

Not a call to buy or sell!

Pls dyodd.

Venture - The selling seem to have more or less done, likely to see a rebound to rise up to test 15.60 than 16.00. Pls dyodd

 The selling seem to have more or less done, likely to see a rebound to rise up to test 15.60 than 16.00. Pls dyodd.

 Venture  - 2nd Half results is out. 4th quarter Net profit is higher than last year!The Group registered net profit of S$227.0 million for FY2025. This translated to a  healthy net margin of 9.0%.

VENTURE REPORTS SEQUENTIAL QUARTER GROWTH

AND PROPOSES FINAL DIVIDEND OF 50 CENTS PER SHARE, XD 5th May.Paydate 15 May.

BRINGING FY2025 TOTAL DIVIDEND TO 80 CENTS PER SHARE

• 4Q 2025 revenue and net profit rose quarter-on-quarter as 

strategic initiatives gained traction

• FY2025 dividend of 80 cents per share represents 6.7% increase against FY2024

• The higher dividend and share buyback plan executed over 2025

reflects Venture’s continued commitment to enhancing totalshareholder return.

A stronger quarter ended 31 December 2025 compared to the 

quarter ended 30 September 2025. Revenue rose 2.9% quarter-on-quarter to S$645.4

million, mainly due to growth from the Test & Measurement Instrumentation and 

Networking & Communications technology domains as our strategic initiatives gained traction.

Total revenue of S$2,534.5 million, a decline of 7.4% year-on-year. This was mainly 

attributable to the Lifestyle Consumer technology domain. We improved the reliability 

and longevity of a customer’s key product through our R&D and design contribution, 

which led to lower product replacements

.

Ocbc Bank - The results is good but also being sold down! With ME tensions, price likely turn weaker

Ocbc Bank  - The results is good but also being sold down! With ME tensions, price likely turn weaker! She may go down to test the recent low of 21.00.

If 21.00 cannot hold,  then she may go further downward to test 20.60 than 19.75. Pls dyodd. 

Ocbc Bank  - OCBC Group Full Year 2025 Net Profit at S$7.42 billion Full year profit before tax up 2% to a new high of S$9.12 billion Proposed ordinary dividend of 42 cents and special dividend of 16 cents  Total dividend payout at 60 percent.

Oversea-Chinese Banking Corporation Limited (“OCBC”) reported net 

profit of S$7.42 billion for the full year of 2025 (“FY25”), which was 2% below the record S$7.59 billion in 

the previous year (“FY24”). Profit before tax rose 2% to a new high of S$9.12 billion, supported by record 

total income amid a declining interest rate environment, reflecting the strength of the Group’s diversified 

income streams. Tax expense was 27% higher mainly due to increased profit contribution from higher tax 

jurisdictions, and implementation of the Base Erosion and Profit Shifting (“BEPS”) Pillar Two which requires 

a top-up to 15% minimum global tax for each jurisdiction.

OCBC delivered record income of S$14.6 billion, driven by 16% non-interest income growth, which more 

than offset the lower net interest income. Operating expenses were well managed with cost-to-income 

(“CIR”) ratio remaining at 40%, as the Group continued to invest for strategic growth while exercising 

discipline in discretionary spending. Asset quality continued to be stable with non-performing loan (“NPL”) 

ratio at 0.9% for the seventh quarter. Total credit costs were lower at 17 basis points, while allowance 

coverage for non-performing assets stood at 151%.