CapitaRetail Trust

4th quarter result is out and achieving an increased
7.7% higher year-on-year for distributable income of $23.7m.
Dpu of 2.42 cents , an increase of 2.1% from a year ago.

DPU of 4.83 cents(6 months) is going ex-dividend on 12 Feb, payment date is on 28 March.

Full year total dpu of 10.22 cents giving a Yield of 6.8% base on current price of 1.50.

Today we had witnessed the impressive running up movement with a beautiful white thrust bar coupled with high volume and closed well at 1.50, looks Bullish!

Tomorrow result will be announced before market commence, if dpu increase and NPI is higher, we may witness another impressive move to bring it higher towards 1.55 then 1.60 level.


Not a call to buy or sell.

Pls dyodd




CRCT is the first China shopping mall Real Estate Investment Trust (REIT) in Singapore, with a portfolio of 11 shopping malls. Listed on the Singapore Exchange Securities Trading Limited on 8 December 2006, it is established with the objective of investing on a long-term basis in a diversified portfolio of income-producing real estate used primarily for retail purposes and located primarily in China, Hong Kong and Macau. The geographically diversified portfolio of quality shopping malls is located in eight of China’s cities. The properties are CapitaMall Xizhimen, CapitaMall Wangjing, CapitaMall Grand Canyon, CapitaMall Shuangjing in Beijing; Rock Square in Guangzhou; CapitaMall Xinnan in Chengdu, Sichuan Province; CapitaMall Qibao in Shanghai; CapitaMall Minzhongleyuan in Wuhan, Hubei Province; CapitaMall Erqi in Zhengzhou, Henan Province; CapitaMall Saihan in Hohhot, Inner Mongolia; and CapitaMall Wuhu in Wuhu, Anhui Province. All the malls in the portfolio are positioned as one-stop family-oriented shopping, dining and entertainment destinations for the sizeable population catchment areas in which they are located, and are accessible via major transportation routes or access points. A significant portion of the properties’ tenancies consists of major international and domestic retailers such as the Beijing Hualian Group and Carrefour under master leases or long-term leases, which provide CRCT's unitholders with stable and sustainable returns. The anchor tenants are complemented by popular specialty brands such as Adidas, Nanjing Impressions, Nike, Pandora, Sephora, Starbucks, UNIQLO, Xiaomi and ZARA. CRCT is managed by an external manager, CapitaLand Retail China Trust Management Limited, which is an indirect wholly-owned subsidiary of CapitaLand Limited, one of Asia’s largest real estate companies headquartered and listed in Singapore

Frasers HTrust

First quarter  Resultis out !

DPU is down 4.3% to 1.2542 cents versus 1.3107 last year.

NPI is down marginally to $31.1m versus $31.4m.


Total dpu is about 5 cents , yield is about 6.6% still quite good .

Looks like market may reacts positively or negatively , we will know the answer tomorrow!

15th Jan 2019
Trading at 70.5 cents, having a Yield of 7.1% that says it can maintain it's DPU around 5 cents per year.


P/B of 0.915, Nav of 77 cents.
Gearing is 33.5%.

TA wise, I think it may likely re-attempt 72 cents. Breaking out of 72 with ease + good volume that may likely rise higher to 74 then 76 with extension to 79.5.




FHT is the first global hotel and serviced residence trust listed in Singapore on 14 July 2014, comprising FH-REIT and FH-BT. It is established with the principal strategy of investing globally, on a long-term basis, in income-producing real estate assets used primarily for hospitality purposes. FHT provides investors exposure to one of the largest international hospitality portfolios by number of keys. Its geographically diversified portfolio of 15 quality assets are in prime locations across 9 key cities in Asia, Australia and Europe. With a combined appraised value of S$2.40 billion, these 9 hotels and 6 serviced residences are: Novotel Melbourne on Collins, Novotel Sydney Darling Square (formerly Novotel Rockford Darling Harbour), Sofitel Sydney Wentworth, Fraser Suites Sydney, InterContinental Singapore, Fraser Suites Singapore, ibis Styles London Gloucester Road (formerly Best Western Cromwell London), Park International London, Fraser Suites Edinburgh, Fraser Suites Glasgow, Fraser Suites Queens Gate, Fraser Place Canary Wharf, ANA Crowne Plaza Kobe, The Westin Kuala Lumpur and Maritim Hotel Dresden. Collectively, they have a total of 3,914 rooms comprising 3,072 hotel rooms and 842 serviced residence units. FHT is managed by Frasers Hospitality Asset Management Pte. Ltd., the REIT manager of FH-REIT, and Frasers Hospitality Trust Management Pte. Ltd., the trustee-manager of FH-BT (collectively known as the “Managers”). The Managers are wholly-owned subsidiaries of Frasers Property Limited which is the sponsor of FHT.

First Reit

Nice breakout ! Up 4 cents to 1.18! Looks Bullish! Looks like the worst is over!

 Short term wise, I think likely to test 1.12 then 1.20.

 Not a call to buy or sell.

 Pls dyodd.


 Dpu of 8.6 cents . Yield of 7.96% ,looks attractive!

Genting Singapore

After hitting the high of 1.12, we have experienced some profit taking and saw it's price came down to close at 1.06. I think this is quite healthy.

After this correction hopefully, it is able to move up to re-attempt 1.10 again. Breaking out with ease + good volume that may drive the price higher to 1.18 and above .


Pls dyodd.


17th Jan 2019
Looks like it may move up to retest 1.11 level . Breaking out smoothly + good volume that may drive the price higher to 1.20 level and above.

Pls dyodd.


14th Jan 2019
Genting Sing TA wise , looks bullish!
Likely to continue to trend higher!



My Trading plan :
EP - 1.06
TP - 1.18-1.20
SL - 1.00

Not a call to buy or sell.
Pls Dyodd.



After touching the low of 95.5 cents, it had managed to recover and rises higher to hit 1.05, looks rather positive .

I think patience is needed in order  to see our rewards.



Short term wise, It would likely breakout 1.05 with ease and scale Higher towards 1.09-1.10 level .
Next resistance will be at about 1.18 level .

Not a call to buy or sell.



Pls dyodd.

CapitaRetail China Trust

It is trading at 1.42, Price per Book value is 0.92, Yearly DPU of 10  cents , yield is 7%, looks rather attractive at current price level.


It is being managed by Capitaland, a well establish brand /good sponsor.

Chart wise, it has bounced off from the low of 1.35 and rise higher to touch 1.45 level, looks rather Bullish!

Short term wise, I think it may revisit 1.45. Breaking out of 1.45 smoothly+ good volume it likely drive the price higher to 1.50 then 1.59 level.


Not a call to buy or sell.

Pls dyodd.

CRCT is the first China shopping mall Real Estate Investment Trust (REIT) in Singapore, with a portfolio of 11 shopping malls. Listed on the Singapore Exchange Securities Trading Limited on 8 December 2006, it is established with the objective of investing on a long-term basis in a diversified portfolio of income-producing real estate used primarily for retail purposes and located primarily in China, Hong Kong and Macau. The geographically diversified portfolio of quality shopping malls is located in eight of China’s cities. The properties are CapitaMall Xizhimen, CapitaMall Wangjing, CapitaMall Grand Canyon, CapitaMall Shuangjing in Beijing; Rock Square in Guangzhou; CapitaMall Xinnan in Chengdu, Sichuan Province; CapitaMall Qibao in Shanghai; CapitaMall Minzhongleyuan in Wuhan, Hubei Province; CapitaMall Erqi in Zhengzhou, Henan Province; CapitaMall Saihan in Hohhot, Inner Mongolia; and CapitaMall Wuhu in Wuhu, Anhui Province. All the malls in the portfolio are positioned as one-stop family-oriented shopping, dining and entertainment destinations for the sizeable population catchment areas in which they are located, and are accessible via major transportation routes or access points. A significant portion of the properties’ tenancies consists of major international and domestic retailers such as the Beijing Hualian Group and Carrefour under master leases or long-term leases, which provide CRCT's unitholders with stable and sustainable returns. The anchor tenants are complemented by popular specialty brands such as Adidas, Nanjing Impressions, Nike, Pandora, Sephora, Starbucks, UNIQLO, Xiaomi and ZARA. CRCT is managed by an external manager, CapitaLand Retail China Trust Management Limited, which is an indirect wholly-owned subsidiary of CapitaLand Limited, one of Asia’s largest real estate companies headquartered and listed in Singapore.

UOL & CityDev

Both property counters are having similar chart patterns of trending higher, looks Bullish!


UOL is looking good to re-attempt $6.74 level . Crossing over with ease + good volume that may drive the price higher towards $7 and above .

Similarly for CityDev, it is looking good to retest $9.08 level. Breaking out smoothly + good volume that may propel to drive the price higher towards $9.50 then $10.00.

Not a call to buy or sell.

Pls dyodd.


UOL Group Limited, through its subsidiaries, primarily engages in property development and management, property investments, and hotel businesses. Its property development projects include residential units, office towers and shopping malls, and hotels and serviced suites. The company also owns and/or manages approximately 30 hotels under the Pan Pacific and PARKROYAL names in Asia, Oceania, and North America with approximately 10,000 rooms in its portfolio. In addition, it is involved in the rental of serviced suites, commercial offices, and retail malls; treasury services business; management of serviced suites; operation of restaurants; and management and operation of health and beauty retreats and facilities. Further, the company engages in the retail of computer hardware and software; property trading business; management and licensing of trademarks; retail management consultancy services business; and provision of information technology related products and services. UOL Group Limited has operations in Singapore, Australia, Vietnam, Malaysia, the People’s Republic of China, Myanmar, and the United Kingdom. The company was formerly known as United Overseas Land Limited and changed its name to UOL Group Limited in 2006. UOL Group Limited was founded in 1963 and is based in Singapore.

Hong Leong Asia

Chiong ah! TA wise , looks bullish on the daily chart patterns. Looks like it may likely continue to trend higher to retest 62 cents .

 Crossing over of 62 cents with ease + good volume that may drive the price higher to 70 then 80 with extension to 1.00.

 Not a call to buy or sell. Pls dyodd.


g Leong Asia Ltd., an investment holding company, manufactures and distributes diesel engines and related products, consumer products, building materials, industrial packaging products, and air-conditioning systems in the People’s Republic of China, Singapore, Malaysia, and internationally. The Diesel Engines segment offers light-duty, medium-duty, and heavy-duty engines for trucks, buses, passenger vehicles, construction equipment, and marine and agriculture applications; engines for diesel-powered generators; automobile spare parts; and maintenance and retrofitting services. This segment offers diesel, natural gas, and hybrid engines to original equipment manufacturers and retailers. The Consumer Products segment provides refrigerators, freezers, wine chillers, coolers, air-conditioners, and washing machines for residential customers. The Building Materials segment offers cement, pre-cast concrete products, ready-mix concrete, and quarry products for the construction industry. The Industrial Packaging segment provides container components; and rigid plastic packaging products for the industrial and consumer packaging markets, including personal care, household, food and beverage, lubricant, and chemical markets. The Air-conditioning Systems segment offers air-conditioning (AC) systems and lifestyle consumer appliances, including central AC, multi-split, residential heat pump, floor heating, and variable refrigerant flow systems; fan coils; air cooled and water cooled chillers; and air handling units under the brand names of Airwell and Fedders for use in residential, commercial, and industrial applications, as well as in private households. The company is also involved in the hospitality and property development activities. The company was founded in 1941 and is headquartered in Singapore. Hong Leong Asia Ltd. is a subsidiary of Hong Leong Corporation Holdings Pte Ltd.

APAC Realty

I think this counter is due for a nice rebound!


 TA wise, looks like it is doing a counter trend reversal patterns! Daily chart is showing bullish indication as the current price is staying above it's SMA lines.

 Also MACD is rising up nicely that may likely see price continue to trend higher.


 However, weekly chart is still on a downtrend mode direction as can be seen from the chart below.

It is good to be cautious and may be a FIFO basis approach is preferable.


 Short term wise, I think a nice crossing over of 50 smoothly+ good volume that may drive the price higher to 55 then 60 cents and above .

 EPS is about 7.3 cents.PE is about 6.84x.


Dividend of 4 cents, yield is about 8% looks attractive. Cash on hands of about $52m versus borrowing of $58m. Debts level is quite marginal.

Not a call to buy or sell.

Pls dyodd.

Sunningdale Tech

TA wise, looks Bullish!
The current price of 1.52 is staying healthy above it's SMA lines, looks positive!

I have entered my position at 1.47 and hoping for it to re-conquer 1.53 level.

Breaking out of 1.53 smoothly it may likely rise to 1.60 then 1.70 level .


Not a call to buy or sell.

Pls dyodd.

NAV 1.95.
Dividend of 7.5 cents.
Yield 4.93%, looks quite attractive.
PE is about 10x.

Sembcorp Marine

TA wise, looks Bullish as it is able to bounce off from the low of 1.49 and stage a nice recovery and rises higher to close at 1.67 last Friday, looks rather positive!

Both MACD & RSI are rising nicely upwards and may likely provide further indication that price may continue to trend higher.

The current price is also staying above it's SMA line which is another positive indication that price may likely move up to retest 1.74 level. 

Breaking out of 1.74 with ease + good volume that may drive the price higher to 1.80 then 1.90 and above .

US crude surges 3.3% to 2-month high on hopes for US-China trade deal.

Crude futures ended Friday’s session up $1.73, or 3.3 percent, at $53.80 per barrel.

Not a call to buy or sell.

Pls dyodd.

Far East Orchard

Far East Orchard is hovering between the price range of $1.20 to $1.24 seems to be a good support level. The NAV is about $2.82 seems to be trading at a Great discount of almost 50% ( Margin Of Safety).

Dividend of 6 cents for the Past 5 years, yield of 4.88%
P/B is about 0.436
Company is profitable .


The current price of $1.23 seems like super undervalue. A rare gems not to be missed!
Let's say we can roughly work out the short term TP of $1.41(0.5 X NAV $2.82)  or next TP of $1.55( 0.55 x $2.82).


Not a call to buy or sell.

Pls dyodd.

Genting Sing

After hitting the high of 1.12, we have experienced some profit taking and saw it's price came down to close at 1.06. I think this is quite healthy.

After this correction hopefully, it is able to move up to re-attempt 1.10 again. Breaking out with ease + good volume that may drive the price higher to 1.18 and above .

Pls dyodd.



Looks like it may move up to retest 1.11 level . Breaking out smoothly + good volume that may drive the price higher to 1.20 level and above.

Pls dyodd.


14th Jan 2019
Genting Sing TA wise , looks bullish!
Likely to continue to trend higher!


My Trading plan :
EP - 1.06
TP - 1.18-1.20
SL - 1.00

Not a call to buy or sell.
Pls Dyodd.



After touching the low of 95.5 cents, it had managed to recover and rises higher to hit 1.05, looks rather positive .

I think patience is needed in order  to see our rewards.


Short term wise, It would likely breakout 1.05 with ease and scale Higher towards 1.09-1.10 level .
Next resistance will be at about 1.18 level .

Not a call to buy or sell.


Pls dyodd.

SPH

Looks like it is going to re-attempt 2.55 again!

Crossing over with ease plus good volume that may drive the price higher to 2.60 and above!

Pls dyodd.


10th Jan 2019

SPH has managed to hit the high of 2.53 and is now experiencing slight pull back which is rather healthy.

Short term wise,I think it may likely retest 2.53 then 2.62 .

Breaking out of 2.62 smoothly that may propel to drive the price higher towards 2.80.


Pls dyodd.

Frasers HTrust

Trading at 70.5 cents, having a Yield of 7.1% that says it can maintain it's DPU around 5 cents per year.

P/B of 0.915, Nav of 77 cents.
Gearing is 33.5%.

TA wise, I think it may likely re-attempt 72 cents. Breaking out of 72 with ease + good volume that may likely rise higher to 74 then 76 with extension to 79.5.



FHT is the first global hotel and serviced residence trust listed in Singapore on 14 July 2014, comprising FH-REIT and FH-BT. It is established with the principal strategy of investing globally, on a long-term basis, in income-producing real estate assets used primarily for hospitality purposes. FHT provides investors exposure to one of the largest international hospitality portfolios by number of keys. Its geographically diversified portfolio of 15 quality assets are in prime locations across 9 key cities in Asia, Australia and Europe. With a combined appraised value of S$2.40 billion, these 9 hotels and 6 serviced residences are: Novotel Melbourne on Collins, Novotel Sydney Darling Square (formerly Novotel Rockford Darling Harbour), Sofitel Sydney Wentworth, Fraser Suites Sydney, InterContinental Singapore, Fraser Suites Singapore, ibis Styles London Gloucester Road (formerly Best Western Cromwell London), Park International London, Fraser Suites Edinburgh, Fraser Suites Glasgow, Fraser Suites Queens Gate, Fraser Place Canary Wharf, ANA Crowne Plaza Kobe, The Westin Kuala Lumpur and Maritim Hotel Dresden. Collectively, they have a total of 3,914 rooms comprising 3,072 hotel rooms and 842 serviced residence units. FHT is managed by Frasers Hospitality Asset Management Pte. Ltd., the REIT manager of FH-REIT, and Frasers Hospitality Trust Management Pte. Ltd., the trustee-manager of FH-BT (collectively known as the “Managers”). The Managers are wholly-owned subsidiaries of Frasers Property Limited which is the sponsor of FHT.

Genting Singapore

Genting Sing TA wise , looks bullish!
Likely to continue to trend higher!


My Trading plan :
EP - 1.06
TP - 1.18-1.20
SL - 1.00

Not a call to buy or sell.
Pls Dyodd.


After touching the low of 95.5 cents, it had managed to recover and rises higher to hit 1.05, looks rather positive .

I think patience is needed in order  to see our rewards.


Short term wise, It would likely breakout 1.05 with ease and scale Higher towards 1.09-1.10 level .
Next resistance will be at about 1.18 level .

Not a call to buy or sell.

Pls dyodd.

Straits Trading

Straits Trading seems to have bounced off from the Support at 2.00. Looking good for it to rise higher towards 2.10 then 2.20 level.

NAV of 3.60+, P/B of 0.57, dividend of 6 cents, yield of 2.97 seems quite decent .


The company own 30% in Far East Hospitality trust & small percentage in Suntec reit .
Own about 21% in ARA Asset Management that manage a pool of funds .I think including managing Suntec Reit and cache logistics trust .

Founded in the 1887 as a tin smelting company, The Straits Trading Company Limited ("Straits Trading") is today an investment company with diversified interests across the Asia Pacific in Real Estate, Hospitality and Resources. Our business is centred on a thriving Real Estate Ecosystem, which is the focal growth driver for Straits Trading, and augmented by our legacy tin smelting business.

Straits Trading aims to be an efficient capital allocator with the ability to invest and allocate capital across a range of asset classes. In particular, our real estate ecosystem enables Straits Trading to seek for opportunities within the real estate space. The Ecosystem also allows us to leverage the wide business networks of Straits Trading and our partners for enhanced deal flow and access to investment opportunities that create value.

STRAITS REAL ESTATE PTE. LTD.

ARA ASSET MANAGEMENT LIMITED

SUNTEC REAL ESTATE INVESTMENT TRUST

RESIDENTIAL PROPERTIES IN SINGAPORE FOR SALE

Genting Sing

TA wise, looks bullBul!
After touching the low of 95.5 cents, it had managed to recover and rises higher to hit 1.05, looks rather positive .

I think patience is needed in order  to see our rewards.

Short term wise, It would likely breakout 1.05 with ease and scale Higher towards 1.09-1.10 level .
Next resistance will be at about 1.18 level .

Not a call to buy or sell.

Pls dyodd.

SIA Engineering

It has managed to bounce from the low of 2.20 level and stage a strong recovery and rises higher to touch the high of 2.52 , this is rather Bullish.

The price is staying above it's SMA line which is rather positive and may likely continue to trend higher.

Short term wise, I think it may likely retest 2.55 then 2.60 with extension to 2.80 level.

Not a call to buy or sell.

Pls dyodd.

SPH

SPH has managed to hit the high of 2.53 and is now experiencing slight pull back which is rather healthy.

Short term wise,I think it may likely retest 2.53 then 2.62 .

Breaking out of 2.62 smoothly that may propel to drive the price higher towards 2.80.


Pls dyodd.

7th January 2019

SingTel

Looks like it has managed to fill up the Gap today at 3.04/3.05.
Looking good for further upward move !

Immediate resistance is at 3.11.
Breaking out of 3.11 smoothly that mayclikmay drive the price higher to 3.20 and above .

Pls dyodd.


28th December 2018
TA Wise, looks bearish! After going ex.dividend on 18th Dec 2018, it has since corrected lower from $3.06 and went down to touch $2.87 before bouncing-off and head higher to close at $2.90 on 26th Dec. On 27th Dec , it has managed to do a Gap up and close well at $2.94.

I think it will need to overcome the hurdle at $3.02 in order to reverse this downtrend and head higher to fill up the Gap at $3.05 .

Breaking out of $3.05 with ease + good volume that may drive the price higher towards $3.11 and above.

Yearly dividend of 17.5 cents.
Yield of 5.95% base on current price of $2.94.


Not a call to buy or sell.

Pls dyodd.

SPH

Nice Gap up and breaking out of the upper TrendLine looks bullish !

 It has managed to cross over 2.41 which is also coincide with it's 20 days moving average, looks rather positive to see further upwards move!

 Short term wise, I think it may likely move up to test 2.52 level which is the 50 days MA.

 Not a call to buy or sell.

 Pls dyodd.