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Friday, May 8, 2026

ComfortDelGro - 1st quarter results likely out next week as both Vicom and SbS Transit already released their results on Friday and the net income seem improving. ComfortDelGro likely report better sets of financial numbers

 ComfortDelGro  - 1st quarter results likely out next week as both Vicom and SbS Transit already released their results on Friday and the net income seem improving.  ComfortDelGro likely report better sets of financial numbers .

At 1.43, yield is a whopping 6.29% estimating yearly dividend of 9 cents. I think gd entry pivot point! Pls dyodd. 





 ComfortDelGro AGM - AGM is being held at Sands Expo and Convention Centre today 24 April 10 AM level 3. On the way now. 

The lunch will be served at 11.50Aam.

Cash flow is healthy.  868.4m cash on hands. EPS is up 9.4% to 10.63 cents.  Yearly dividend is up 9.4% to 8.5 cents. 

Payout Ratio of 80%.

Here is a snapshot of the income statement. 

Total Revenue growed more than 5b.Global presents 13 countries. 


 AGM just started! The Chairman Mr. Mark Christopher  and CEO Mr. Cheng Siak Kian is introducing the mgmt  team.

 The bento set meal is delicious! 



 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.

Vicom - 1st quarter results update is out.Operating Profit ↑ $3.0m – Higher revenue offset by higher operating costs. • PATMI ↑ $2.5m – Higher operating profit offset by higher tax and lower interest income

 Operational Update for 1Q 2026

The Group delivered a strong performance in the first quarter of the year, underpinned

by sustained demand across its core services in the first two months of the year. In

March, however, demand for testing services in the Oil & Gas sector was impacted by

the Middle East conflict.

Installation activities under the ERP 2.0 OBU project also proceeded at a slower pace as

most of the installation had already been completed.

Overall, the Group’s performance remained resilient despite external headwinds,

supported by its diversified service offerings.

• Revenue ↑ $3.8m – Contributed by sustained demand across its core services as well as from the OBU installation under the 

ERP 2.0 OBU project. 

• Operating Costs ↑ $0.8m – Contributed by higher staff costs mainly from annual salary increments. 

• Operating Profit ↑ $3.0m – Higher revenue offset by higher operating costs.

• PATMI ↑ $2.5m – Higher operating profit offset by higher tax and lower interest income.

• Balance sheet remains strong with cash & cash equivalents of $59.9m.
• Total assets increased by $8.5m contributed by net cash generated, higher non-current assets from net additions to
vehicle, premises and equipment offset by lower trade receivables. The increase in vehicle, premises and equipment
mainly relates to progress billings for the Jalan Papan project.
• Total liabilities decreased by $1.4m due to lower trade and other payables offset by increase in income tax payable


Thursday, May 7, 2026

Ocbcbank - 1st quarter results is out. NPAT up QoQ and YoY as total income hit a new high ▪ NII down 3% QoQ and 5% YoY amid lower interest rates, partly compensated by average asset growth ▪ Non-II rose 22% QoQ and 23% YoY to an all-time high

 ▪ NPAT up QoQ and YoY as total income hit a new high

▪ NII down 3% QoQ and 5% YoY amid lower interest rates,

partly compensated by average asset growth

▪ Non-II rose 22% QoQ and 23% YoY to an all-time high


➢ Robust fee income growth led by wealth management

➢ Record customer flow treasury income

➢ Strong increase in insurance income

▪ Maintained cost discipline, CIR at 39.3%

▪ Loans and deposits grew QoQ and YoY

▪ Asset quality benign; credit costs at 23bps with additional

allowances for macro risks, coverage ratio rose to 163%

▪ Strong capital position, fully phased-in CET1 CAR at 15



Wednesday, May 6, 2026

Venture- Yesterday Gapped up! Closed well at 18.28, up 1.80 within a day, seem overstretched! Is good to take a pause and let the market digest this gains! Pls dyodd

 Yesterday Gapped up! Closed well at 18.28, up 1.80 within a day, seem overstretched! Is good to take a pause and let the market digest this gains! Pls dyodd. 


Venture  - 1st quarter results update is out. Gross revenue is up 1.9 percent to 628.5m,Net profit of 56.3m. EPS 19.5 cents increased 0.9 percent.  I think results is improving. 


Outlook

In spite of US tariffs, distractions of geopolitical conflicts, USD weakness, sanctions and other impediments, the

Venture Group achieved a turnaround in our 1Q 2026 financial performance, albeit with only a small year-on-year

revenue increase, but one that is of significant importance. This is like new shoots sprouting in early spring.

We expect these new shoots to grow in 2026. With existing customers and partners in our selected tech domains

we are growing market share in the hardware space. Our strong R&D Labs are gaining traction in Hyperscale Data

Centres and Life Science domains with new programs, products and systems. Venture’s R&D work in the

Consumer Lifestyle sector has advanced to collaborative technology development. This advancement will place

Venture’s R&D Labs in a good position for future opportunities beyond product/system design and development.

Venture continues to invest in Operational Excellence and forge new levels of more comprehensive strategic

collaborative partnerships in an emerging multipolar world.

In keeping with Venture’s core values, our employees collectively aspire to serve and delight our customers with

our Operational Excellence, from Business Development to Technology and Products/Systems Development, as

well as excellence in Design Services, Manufacturing and Supply Chain Management, together with our

supporting functional teams.

We continue to develop broader, deeper and more strategic partnerships and business collaborations with all our

key customers and business partners.

Link reit - Yearly dividend is about $2.55, yield is about 6.31% at 40.35. I think nice dividend yield. They payout half yearly basis on June and December. Chart wise, bullish mode! She may rise up to test 43.50

 HK00823 : Yearly dividend is about $2.55, yield is about 6.31% at 40.35. I think nice dividend yield.  They payout half yearly basis on June and December.  Chart wise,  bullish mode! She may rise up to test 43.50.

Beyond 43.50, she may rise further higher towards 50.00 and above. 

We upgrade and transform our properties into higher quality assets that respond proactively to higher sustainability standards, changed patterns of social expectations, behaviours, and lifestyle aspirations.

Through more than 100 asset enhancement initiatives in Hong Kong and Chinese Mainland since 2005, we have substantially enhanced the productivity, efficiency, and comfort of our properties. We work alongside with stakeholders to create a more prosperous and healthy community around our portfolio.



We manage a diversified real estate portfolio across complementary asset classes and geographies through strategic investment and an active portfolio management approach.

Our assets including retail facilities, car parks, offices and logistics assets spanning China’s Beijing, Greater Bay Area (Hong Kong, Guangzhou, and Shenzhen), and Yangtze River Delta centred around Shanghai, Australia’s Sydney and Melbourne, Singapore and the UK’s London. Our industry intelligence and operational experience across the APAC markets, combined with an agile management and investment model, contribute to the build-up of a resilient portfolio in the face of changing market dynamics.

130 properties in Hong Kong:

Our portfolio focuses on retail, including community to mid- range shopping centres, as well as modernised fresh markets, car parks, office and godown buildings.

Tuesday, May 5, 2026

Venture - 1st quarter results update is out. Gross revenue is up 1.9 percent to 628.5m,Net profit of 56.3m. EPS 19.5 cents increased 0.9 percent. I think results is improving.

Venture  - 1st quarter results update is out. Gross revenue is up 1.9 percent to 628.5m,Net profit of 56.3m. EPS 19.5 cents increased 0.9 percent.  I think results is improving. 


Outlook

In spite of US tariffs, distractions of geopolitical conflicts, USD weakness, sanctions and other impediments, the

Venture Group achieved a turnaround in our 1Q 2026 financial performance, albeit with only a small year-on-year

revenue increase, but one that is of significant importance. This is like new shoots sprouting in early spring.

We expect these new shoots to grow in 2026. With existing customers and partners in our selected tech domains

we are growing market share in the hardware space. Our strong R&D Labs are gaining traction in Hyperscale Data

Centres and Life Science domains with new programs, products and systems. Venture’s R&D work in the

Consumer Lifestyle sector has advanced to collaborative technology development. This advancement will place

Venture’s R&D Labs in a good position for future opportunities beyond product/system design and development.

Venture continues to invest in Operational Excellence and forge new levels of more comprehensive strategic

collaborative partnerships in an emerging multipolar world.

In keeping with Venture’s core values, our employees collectively aspire to serve and delight our customers with

our Operational Excellence, from Business Development to Technology and Products/Systems Development, as

well as excellence in Design Services, Manufacturing and Supply Chain Management, together with our

supporting functional teams.

We continue to develop broader, deeper and more strategic partnerships and business collaborations with all our

key customers and business partners.