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Friday, May 31, 2024

Mapletree PanAsia Com Tr - Divestment of Mapletree Anson can pare down debts level from 40.5 percent to 37.6 percent, seem a good way to lower the ops cost but dpu will likely be affected!

 Today first day of trading after being taken out from Msci! Seem some buying activities is happening! 



A nice breakout of 1.28 smoothly would likely see her rising up towards 1.38. Awesome!

Pls dyodd.


Mapletree PanAsia Com Tr - Divestment of Mapletree Anson can pare down debts level from 40.5 percent to 37.6 percent,  seem a good way to lower the ops cost but dpu will be affected! 



The divestment gain can help to generate around 1.5% accretion to FY2023 - FY2024 DPU on a pro forma basis.

Mapletree Anson for $775 million and channel the proceeds to pare down debt, joining a growing list of REITs and trusts divesting assets in a bid to ease balance sheet strain.

The sale to an unnamed third party is at a gain of $10 million over the property's valuation as at March 31. It will also be a premium of $95.0 million above the original purchase price of $680 million paid back in 2012.

MPACT is expecting net proceeds of $762 million and can help reduce its aggregate leverage from 40.5% as at March 31 to 37.6% on a pro forma basis. 

Thursday, May 30, 2024

COMFORTDELGRO - She is slowly climbing up! Likely to rise up to test 1.45 than 1.50 again! Pls dyodd.

 COMFORTDELGRO  - She is slowly climbing up! Likely to rise up to test 1.45 than  1.50 again! 



Pls dyodd. 


  ComfortDelGro  - 1st quarter results update is out! Revenue is up 10.8 percent to 1004m.




 PATMI is up 23.8% to 40.6m. Cash Flow is positive! CASH on hands increased to 922m. Awesome! Likely see a higher net profit and increase in dividend payout for 2nd quarter! 


  ComfortDelGro  - She is gaining strength! Likely to rise up to revisit 1.50 again! Pls dyodd. 



Remember dividend date on 15th May! 

Awesome! 


ComfortDelGro  - She is holding up well! Likely to continue to rise up to reclaim 1.50 again! Ex.dividend is on 6th May for 3.76 cents! Do take note! 


 CDG (ComfortDelGro) - A nice crossing over of 1.49-1.50 level smoothly would likely see her rising up further towards 1.62. Pls dyodd. 



ComfortDelGro  - She is rising up to test 1.50 than 1.63. Do take note!



 A nice breakout of 1.63 smoothly plus good volume we may see her rising up further towards 1.80.

Pls dyodd. 

AGM : 26th April 10.00 A.M. AT LEVEL 3, SUMMIT 1 ROOM SUNTEC SINGAPORE CONVENTION & EXHIBITION CENTRE 1 RAFFLES BOULEVARD, SUNTEC CITY SINGAPORE 039593.

Total Revenue and net profit plus increased in paying Final dividend likely to boost the price further! First wide and bullish Green candlesticks spotted on the weekly chart,  looks rather positive!


  ComfortDelGro - Fantastic! Finally,  she had managed to breakout 1.43 plus high volume and closed well at 1.46 thus is rather positive and may likely see her rising up further to 1.50 and above! Do take note !




ComfortDelGro  - She is doing a YoYo mode, will she be able to conquer 1.43 and rises higher towards 1.50 and 1.60. Do take note! 



 ComfortDelGro  - This giant Transport company is growing and expanding at a faster rate as we can see their revenue growth on the latest sets of financial numbers with Net profit higher and the increased in Final dividend from 1.76 cents to 3.76 cents,  fantastic! Yield is about 5 percent which is quite good. 



Do take note! Pls dyodd. 


  ComfortDelGro  - At 1.36, yield is about 5 percent for the giant transport company which is quite resilient during market volatility! A good defensive counter to put under one portfolio! Pls dyodd.  




ComfortDelGro  - FY results is out! Final dividend increased more than 100 percent from 1.76 cents to 3.76 cents. Total Revenue is up 2.6% to 3880m and Net profit is up 4.3% to 180.5m. I think is a good sets of financial numbers! 




Total dividend of 6.66 cents representing a payout of 80%, swee!

EBITDA increased 6.5% to 629.9m.





XD 6th May.

PAY date 15 May 

Yield is about 5% at 1.35.


Pls dyodd.  



Wednesday, May 29, 2024

SATS - FY results is out! Declared Final dividend of 1.5 cents, Awesome! Gross Revenue is up three-fold to 5.1b. Net profit of 56.4m reversing from last year net loss of 26.5m. Finally, they are back to profitable, Fantastic!

 

Gapped up this morning,  fantastic!



Likely to rise up to test 2.94 again!

Pls dyodd. 


SATS  - FY results is out! Declared Final dividend of 1.5 cents, Awesome! Gross Revenue is up three-fold to 5.1b. 

XD 24th July.  Pay date 8th August.  






Net profit of 56.4m reversing from last year net loss of 26.5m. Finally,  they are back to profitable, Fantastic! 



Strong balance sheet and healthy cash flow,  solid! 

Quote:  SATS is on an ambitious plan to increase revenue by about 60 per cent to $8 billion over the next four years, as it works to build on its sterling set of full-year results that exceeded expectations.
“We have a clear strategy for each of the group’s business lines, and we have a strong operating platform from which to do it.”

These are growing revenue to underpin sustained business growth; driving operating leverage through better cost efficiency and productivity; rationalising its portfolio; repaying debt while optimising cash flow; as well as returning value to shareholders.

Mr Mok summarised this as Sats’ 3Rs: repay loans, re-invest in capital expenditure and resume dividends. On that last point, the group declared a final dividend of 1.5 cents per share for the full year to March 31.

Not a call to buy or sell! 
Pls dyodd. 




Monday, May 27, 2024

KIT : kep Infra Tr - I think rights issue may announce anytime soon! Waiting to see how much they offered for PP and PO!

  KIT : kep Infra Tr  - I think rights issue may announce anytime soon! Waiting to see how much they offered for PP and PO! 

Pls dyodd. 

Kep Infra Tr  - I think rights issue once announced may likely see the price getting weaker! 

Quote: Straits Times  - KIT is considering raising up to $500 million through a placement and preferential offering, according to people with knowledge of the matter.

I think price may go below the 40 cents level. 0.33 might be a good pivot point to monitor! 



From the chart we can see 55 cents was the peak level. Is a great indication to secure the profit at this level.

Not a call to buy or sell!

Pls dyodd. 


Sunday, May 26, 2024

Food Empire - She has corrected from 1.34 to touch the low of 1.08 I think is a healthy correction! Final dividend of 5 cents plus Special dividend of 5 cents, looks like the company knows how to reward the shareholders! If it can reclaim 1.15 smoothly, we may see her rising up to test 1.21.Pls dyodd.

  Food Empire  - She has corrected from 1.34 to touch the low of 1.08 I think is a healthy correction! Final dividend of 5 cents plus Special dividend of 5 cents,  looks like the company knows how to reward the shareholders!



 If it can reclaim 1.15 smoothly,  we may see her rising up to test 1.21.Pls dyodd. 


Food Empire  - It has a great running up from 1.10 to 1.34 level, seem rather overly extended! Last year Final dividend of 4.4 cents, yield is about 3.28 percent.  Lets say dividend increase to 6.5 cents yield is about 4.85% so, I think cautious mode! 



It may rise up to retest 1.36. But I think is better for her to consolidate and then gather the strength to cross over 1.36 convincingly. If not, we may see a retracement soon! 

Pls dyodd.

Saturday, May 25, 2024

UMS - Chart wise, bearish mode! Likely to go down to test 1.10 after this short rebound! Breaking down of 1.05 would be very negative! Pls dyodd.

UMS - Chart wise,  bearish mode! Likely to go down to test 1.10 after this short rebound!



 Breaking down of 1.05 would be very negative! Pls dyodd. 

The director bought back 250,000 share at 1.15+ on 13th May 2024. 

Pls dyodd.

UMS - After the releasing of the 1st quarter results,  it looks like market doesn't like the latest financial numbers and the price was being sold down 21 cents to close at 1.11. I think likely to go further down to test 1.00.



Breaking down of 1.00 would likely see her going down to revisit 86 cents.

 Pls dyodd. 

 UMS - 1st quarter results update is out! Net profit sink 44 percent to 9.8m versus 17.4m last year! Gross Revenue is down 33 percent to 54m versus 80m . 




EPS is down quite a lot to 1.41 cents versus 2.52 cents. Interim dividend increased from 1 cents to 1.1 cents! Still can afford to raise the interim dividend!!Do take note!



Chart wise,  bearish mode!
When we see a topping tail candlestick which is an indication of game over!


 The falling started next day! 
If 1.27 cannot hold, likely to go down tovtest 1.20 than 1.10.
Yield is about 4.3% at 1.32 still not as attractive as compared to Venture Corporation! 
Pls dyodd.


Friday, May 24, 2024

Frasers L&C Tr - I think GSS is here! Trading at 99.5 cents, yield is more than 6.9 percent fir this blue-chip index reit I think great opportunity is back! Pls dyodd.

 Frasers L&C Tr  - I think GSS is here! Trading at 99.5 cents, yield is more than 6.9 percent fir this blue-chip index reit I think great opportunity is back! Pls dyodd. 




 Frasers L&C Tr  - 1st Half Results is out! Gross Revenue is up 3.8 percent to 216m. NpI is up 1.8 percent to 158.6m. Distribution income is dowm 0.1 percent to 130.6m. DpU is down 1.1 percent to 3.48 cents! I think the results is quite resilient! 




Occupancy rate is 94.3%.

Gearing is healthy at 32.7%.

Position rental reversion of 14.3%.

The ops costs increased by 34.5% to 29m. If not, dpu will be higher! 

NAV 1.16.

Ay 1.01, yield is about 7%.

I think results is not bad! 

XD 14/5. Pay date 18/6.

Pls dyodd. 


Thursday, May 23, 2024

ThaiBev - Chart wise, bullish mode! Nice Breakout of 50.5 cents and closed higher at 51.5 cents, pathing the way for her to rise up towards 55 cents! Pls dyodd.

 ThaiBev  - Chart wise,  bullish mode! Nice Breakout of 50.5 cents and closed higher at 51.5 cents, pathing the way for her to rise up towards 55 cents! 



Pls dyodd. 

Not a call to buy or sell!


Tuesday, May 21, 2024

Sheng Siong - Chart wise , bearish mode! Likely to go down to test 1.46. Next, 1.40. Pls dyodd.

 Sheng Siong  - Chart wise , bearish mode! Likely to go down to test 1.46. Next, 1.40. 



Pls dyodd. 


 Sheng Siong  - Chart wise,  bearish mode! Likely to go down to test 1.50 again! Breaking down of 1.49 plus high volume we may see her drifting down to 1.46 than 1.40! Pls dyodd. 



 I think boat is back! At 1.52, yield is about 4%. 

No harm waiting for 1.40 to 1.46 to come back especially when Mr. MARKET IS WEAK! 



Pls dyodd.

 I think good price is back! Their annual dividend of about 6.12 cents ( interim + final) is sustainable as it is able to grow their revenue from their businesses even during inflation.  Their outlet mainly located near the neighborhood housing development board flats where 80% of local are staying/owning. 



Their expansion plan is to add new stores in new hdb flats development area. They also venture out into China. 





At 1.53, yield is about 4% of which I think is quite a good yield level for selling essential household products.




Their track records for past 10 years has been rather positive as it is able to increase the dividend payout from 4 cents to 6.1 cents. 

She is trading near the strong support at 1.52.

Not a call to buy or sell!

Please dyodd.

Established in 1985 and listed on the Mainboard of the Singapore Exchange (SGX) in 2011, we are one of Singapore’s top retailers with over S$1.34 billion in annual sales revenue (FY2022). As of 2022, we operate in more than 65 locations across Singapore. With a current market capitalisation exceeding S$1.8 billion, Sheng Siong Group Ltd is one of the largest listed companies on the SGX.
At Sheng Siong, we strive to create value for our shareholders sustainably. In this section you will find all you need to know about our performance as a business.

MLT : Mapletree Logistics Trust - Some buying interest spotted today! Big volume transacted at 1.39, looks like fund are flowing in! Pls dyodd.

 MLT : Mapletree Logistics Trust  - Some buying interest spotted today! Big volume transacted at 1.39, looks like fund are flowing in! Pls dyodd. 



Likely to rise up to test 1.41 again! A nice crossing over with ease we may see her rising up to test 1.52 again.

Not a call to buy or sell!


Monday, May 20, 2024

Update : ComfortDelGro - She has retreated or price has corrected from 1.50 to close at 1.38 after it went XD! Looks like good price is back ! Pls dyodd.

  Update : ComfortDelGro  - She has retreated or price has corrected from 1.50 to close at 1.38 after it went XD! Looks like good price is back ! Pls dyodd. 



Yield is more than 4.8% at 1.38 of which I think is quite a decent yield level! 

The support is around 1.34.

Not a call to buy or sell! 



 ComfortDelGro  - 1st quarter results update is out! Revenue is up 10.8 percent to 1004m.




 PATMI is up 23.8% to 40.6m. Cash Flow is positive! CASH on hands increased to 922m. Awesome! Likely see a higher net profit and increase in dividend payout for 2nd quarter! 


  ComfortDelGro  - She is gaining strength! Likely to rise up to revisit 1.50 again! Pls dyodd. 



Remember dividend date on 15th May! 

Awesome! 


ComfortDelGro  - She is holding up well! Likely to continue to rise up to reclaim 1.50 again! Ex.dividend is on 6th May for 3.76 cents! Do take note! 


 CDG (ComfortDelGro) - A nice crossing over of 1.49-1.50 level smoothly would likely see her rising up further towards 1.62. Pls dyodd. 



ComfortDelGro  - She is rising up to test 1.50 than 1.63. Do take note!



 A nice breakout of 1.63 smoothly plus good volume we may see her rising up further towards 1.80.

Pls dyodd. 

AGM : 26th April 10.00 A.M. AT LEVEL 3, SUMMIT 1 ROOM SUNTEC SINGAPORE CONVENTION & EXHIBITION CENTRE 1 RAFFLES BOULEVARD, SUNTEC CITY SINGAPORE 039593.

Total Revenue and net profit plus increased in paying Final dividend likely to boost the price further! First wide and bullish Green candlesticks spotted on the weekly chart,  looks rather positive!


  ComfortDelGro - Fantastic! Finally,  she had managed to breakout 1.43 plus high volume and closed well at 1.46 thus is rather positive and may likely see her rising up further to 1.50 and above! Do take note !




ComfortDelGro  - She is doing a YoYo mode, will she be able to conquer 1.43 and rises higher towards 1.50 and 1.60. Do take note! 



 ComfortDelGro  - This giant Transport company is growing and expanding at a faster rate as we can see their revenue growth on the latest sets of financial numbers with Net profit higher and the increased in Final dividend from 1.76 cents to 3.76 cents,  fantastic! Yield is about 5 percent which is quite good. 



Do take note! Pls dyodd. 


  ComfortDelGro  - At 1.36, yield is about 5 percent for the giant transport company which is quite resilient during market volatility! A good defensive counter to put under one portfolio! Pls dyodd.  




ComfortDelGro  - FY results is out! Final dividend increased more than 100 percent from 1.76 cents to 3.76 cents. Total Revenue is up 2.6% to 3880m and Net profit is up 4.3% to 180.5m. I think is a good sets of financial numbers! 




Total dividend of 6.66 cents representing a payout of 80%, swee!

EBITDA increased 6.5% to 629.9m.





XD 6th May.

PAY date 15 May 

Yield is about 5% at 1.35.


Pls dyodd.