AEM - Chart wise bullish mode. She is gaining strength likely to rise up to test 8.00 and above.
Beyond 8.00, she may rise further higher towards 8.36 the recent high!
A nice breakout smoothly at 8.36, she may continue to trend higher towards 9.00 and above. Pls dyodd.
NTT DC Reit - The FY results is out! DPU 5.56 cents is slightly higher than the projected y Dpu of 5.42. Occupancy rate of 95.1%. Gearing 29.2%. ICR 4.2x. positive rental reversion of 8.5%.
Strong leasing momentum driven by steady demand
▪ Delivered robust rental reversion of +8.5% in FY25/26 and +13.7%(1) including NTT Singapore’s lease renewal
▪ Achieved a favourable outcome on the SG1 Master Services Agreement (MSA) renewal, securing a 23% rental uplift, 5% annual escalations
and a 3-year lease term.
Ums- Net ROFIT LEAPS 43% TO S$14 MILLION ON A 20% RISE IN REVENUE OF S$69.4 MILLION. Interim dividend of 1 cents. I think good sets of financial numbers! Will the price react positively tomorrow! Pls dyodd.
The Group’s bottom line surged in the first quarter of 2026 despite a dip in its
gross material margin from 56% in 1QFY2025 to 53% in 1QFY2026, caused
mainly by the lower USD/SGD exchange rate during the period under review.
The Group's net attributable profit leapt 43% to S$14.0 million from S$9.8
million in 1QFY2025. Net profit also climbed 40% to S$14.2 million from S$10.1
million while pre-tax profit advanced 38% to S$15.7 million from S$11.4 million
during the same period.
Higher sales and a foreign exchange gain of S$1.5 million (vs a loss of over
S$1.05 million in 1QFY2025) helped lift the Group’s profitability in the first
quarter of the year. The foreign exchange gain was partially offset by lower
gains on disposal of fixed assets of S$0.6 million. The Group reversed a charge
of S$0.4 million to a gain of S$1.7 million in the current quarter.
The Group took steps to control overall expenses. While personnel costs and
depreciation increased, the Group’s other expenses edged up just 3% in the
first quarter of the year. Except for professional fees, freight charges and
insurance, all other costs stayed flat or declined.
Compared to 1QFY2025, personnel costs rose 6% mainly due to higher bonus
provisions. Depreciation expenses rose 17% as the Group added more
production equipment.
Healthy Cashflow
The Group's financial position remains healthy with net cash of S$26.0 million
as at the end of March 2026.
Sembcorp Ind - After XD, price continues to trend lower, likely to go down to test 6.00 and below.
Next, she may go down to test 5.87 than 5.80.Pls dyodd.
Sembcorp Ind - Chart wise, looks like the simple moving average indicator has started to turning down, doesnt look good!
She may go down to test 6.32. If unable to hold , she may go further downward to test 6.00 and below.
XD 6th May 16 cents dividend. Do take note! Pls dyodd.
SingTel - FY results will be out on 21 May. Not sure will there be any increase in Final dividend. If dont have, then I think price may go lower.
Chart wise, she had managed to bounce-off from 4.46 and closed higher at 4.69, looks like The Bull is in control! Will she be able to rise higher to reclaim 4.73 which is 20 days SMA and continue to rise further towards 4.89/4.90. Pls dyodd.
She is heading down to test 4.40 level.
Friday again, she closed lower at 4.81. Will she be able to bounce-off from the current price! If cannot, then we may see her falling down further towards 4.65, 4.5 than 4.40. Pls dyodd.
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.
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.
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.
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.
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.
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%.
