Olam Group - non-biding indicative offer fom Saudi Agricultural and Livestock Investment Company ! Looks like a great opportunity for Olam to unlock values!
Hopefully, this may revive the weak price patterns for this counter!
She needs to overcome the resistance at 1.23.
AEM - Intel reported better than expected quarterly earnings of 17 cents versus a loss of 2 cents. Lifting earning guidance that may likely benefit AEM !
Chart wise, she will need to reclaim 1.40, 1.48 and rises higher to cover the Gapped at 1.55 and 1.66. Pls dyodd.
Quote:
Intel shares rose 7% in extended trading Thursday after the chipmaker reported better-than-expected earnings and issued quarterly guidance that topped estimates.
Here’s how the company did in comparison with LSEG consensus:
ComfortDelGro - She is gaining momentum and likely to rise up to test 1.53! A nice breakout smoothly would likely see her continue to trend higher!
She is due to report her 3rd quarter results update next month likely to see further increase in total revenue and net income.
Pls dyodd.
18th October 2024:
ComfortDelGro - Slow and steady, she had managed to bounce off from the support at 1.44 and is now trading at 1.47 looks like Bull is in control!
Breaking out of 1.50 smoothly, shw may continue to rise up to retest 1 53 than 1.60.
Interim dividend 3.52 cents. Estimating Final dividend of 4.5 cents. Yield is about 5.45% at 1.47. I think is quite a gd yield level!
Pls dyodd.
Mapletree Ind Tr - 2nd quarter results is out! Awesome! All figures saw improvement/increases. Gross revenue is up 4.2 percent to 181m. NPI is up 4.6 percent to 134m, DPU is up 1.5 percent to 3.37 cents. At least we can have a sigh of relief!
Distribution Income is up 1.9 % to 95.8m.
NAV is down marginally to 1.72.
Gearing remain healthy below 40% at 39.1%.
XD 6th November Paydate 18th December.
I think the results is good and is the best of the Mapletree reit counter.
Pls dyodd.
Mapletree PanAsia Com Tr - 2nd quarter results shown Gross Revenue is down 6.1 percent to 225m. NPI is down 8.5 percent to 167m and DPU is down 11.6 percent to 1.98 cents. Are we seeing the lowest point or situation for MPACT and hopefully it will trunaound and improve on the future figures!
Gearing has came down from 40.5 percent to 38.4 percent this may help to lower the financial cost. China market may eventually improve with the stimulus package being introduced by the gov. Japan we may see nee tenants taking over the space from Fujisu in 2026. I think we need to monitor and see how things turn out for next few quarters!
NAV 1.71.
Yearly dpu of 8 cents.
Yield is 6% at 1.33.
ICR 2.8x.
Wale 2.3 years.
XD 1st November. Paydate 6th December.
Pls dyodd.
29th October 2024:
EGM today at 2.30pm. Sand Expo , MBS level 4. Huge crowds turn out! Only drinks coffee, tea and water provided. At 2.03, yield is more than 5.3% seem not bad! Pls dyodd.
Resolution approved with more than 99% voted for this acquisition of 50% ION Orchard. Awesome.
CapLand IntCom Tr - I think good pivot entry point is back! At 2.04 yield is about 5.29 percent for this rare local retail cum office reit counter!
EGM tmr at 2.30pm. MBS Sand Expo. Pls dyodd.
She may rise up to revisit 2.17 - 2.20.
16th October 2024:
CapLand IntCom Tr - She may rise up to test 2.13 !
A nice crossing over swiftly plus good volume we may see her rising up further towards 2.16 and 2.20.
Pls dyodd.
12th October 2024:
CICT: Capland IntCom Tr - Yesterday went to Raffles City for Ramen at Mensho Tokyo, very nice and chewy Ramen, delicious soup base and nice char siew and the crispy topping using bamboo shoot and some chicken meat taste great! Strongly recommended to try!
Their signature ramen looks good and taste nice and great !
And traditional Ramen taste equally great!
If you are someone craving for high quality and nice soup base Ramen, then you should not miss out!
Pls dyodd.
1st October 2024:
Wow! Just checked The PO share is being credited , 2nd October 2024! Very generous in distributing the Excess! Managed to secured many times more than my entitlement! Awesome! Nice instant profit!
1st October 2024:
Don't forget, tomorrow new PO share will be listed and commence trading on the same day - 2nd October 2024, huat ah! Current price 2.12 is having a gain of 11+ cents, is quite gd! Pls dyodd.
26th September 2024:
CICT- CapLand IntCom T : Results of the PO Rights is out! 82 percent fully applied. Balance 18 percent about 68m share will be allocated to those applied for the excess, awesome I think can get one third of the excesd applied. Swee!
The share will be credited and listed on 2nd October 2024. Huat ah!
23rd September 2024:
CICT- CapLand IntCom T: Tomorrow last day to apply for the PO, dont forget!
This evening will try to apply via cdp online.
Current price is 2.08 - 2.09.
Pls dyodd.
12th September 2024:
Just received the letter! Great!
can use QR code to apply:
Just checked the PO Rights has been credited on the account. Can go ATM to apply for the Rights entitlement.
PO Rights 16th September 9am to 24 September 5.30pm.
Don't forget!
C12 September 2024:
CapLand IntCom Tr - Today PP share has been issued at 2.04 a share , price seem to be holding up well, looks rather positive and we may see her rising up to test 2.18 again!
Pls dyodd.
3rd September 2024:
CICT : CapLand IntCom Tr - Rights issue offered price of 2.007 for every 1000 share you are alloted 56 share! I think TERP is about 2.09. I guess opening price is 2.07 to 2.08.
Advance DPU of 2.11 to 2.21 cents.
XD 10/9.
DPU accretive is merely 0.9%.
It looks like they are paying a hefty premium price.
Lets see how market react tmr!
The acquitted is funded by rights issue and loan.
The Gearing increased to 39.9%.
It seems like Capiland Investment made a very good divestment gains. Price went up 9 cents to close at 2.78.
CapitaLand Integrated Commercial Trust's (CICT) manager announced on Sept 3 that it is proposing to acquire 50% of ION Orchard at an agreed property value of $1,848.5 million.
Mapletree Ind Tr - 2nd quarter results will be out on 29th October, hopefully dpu can maintain at 3.36 cents!
The price action seem like selling is more or less done and we may see a rebound from the current price level of 2.4. Yield is about 5.6 percent for this index reit counter seem quite a gd yield level!
She may rise up to reclaim 2.49-2.50 level.
Pls dyodd.
SATS - Yesterday it has managed to clear the recent high of 3.84 swiftly plus closed well at 4.01 looks like something is brewing! The uptrend direction shall continue!
Short term wise, it may continue to rise higher! It has entered into a major resistance area, so do trade with care!
Pls dyodd.
FCT : Frasers Cpt Tr - 4th quarter results is out! Gross Revenue is down 4.9 percent to 352m. DpU is down 0.9 percent to 12.042 cents versus 12.15 cents last year. I think the results is not bad!
Distribution Income is up 3.2% to 214.3m. Due to enlarged no. Of units the dpu is slightly lowered!
NAV 2.29. Gearing 38.5%.
Occupancy rate 99.7%.
Resilient and stable businesses! Very good!
Xd 4th November, pay date 29th November.
Pls dyodd.
CapLand India Tr - 3rd quarter results update is out!Total Property Revenue is up 19 percent to 205m versus 172m last year.
NPI is up 18 percent to 156m versus 132m. I think the results is good!
Gearing 38%.
Occupancy rate 91%.
Pls dyodd.
Propnex - Yesterday saw some buying activities for this counter and in the process it has managed to clear the resistance at 80.5 cents swiftly, this is rather positive! It closed well at 81.5 cents coupled with high volume this bullish momentum would likely continue to drive the price higher!
Beyond 80.5 cents, she may rise up to test 84.5- 85 cents.
Yearly dividend of about 5 cents, yield is more than 6%.
The upcoming project launches in the second half of 2024 and first half of 2025,may potentially helps to increase in sales and revenue for PropNex!
Pls dyodd.
Mapletree Log Tr - 2nd quarter results is out! Gross Revenue is down 1.8 percent to 183m. NPI is down 2.1 percent to 158m. DPU is down 10.6 percent to 2.027 cents.
I think results is within expectations as operations costs is still high and China sector is not as rosy.
Occupancy rate is 96%.
Gearing 40.2%.
XD 29th Oct.
Pay date 17th December.
Pls dyodd.
ParkwayLife Reit - Acquisition of 11 Nursing home in France at about 160m. Including Professional fees is about 172m. Why need to place Private placement of at 3.88 to obtain 180m fund!
Dilution of share as it is not a big amount should be able to take up loan to fund this acquisition!
More over, their Gearing is below 40 percent. DpU accretive of 1.6 percent, seem not much!
Estimate DPU for FY2023 to increase from 14.77 cents to 15 cents.
Advance DPU of between 4.8 to 5.2 cents from 1st July to 22nd October.
Last closing price of 3.99.
Yield is about 3.87% at 3.88.
Pls dyodd.
NetLink NBN Tr - She is reporting her 1st Half results in 4th November, seem much earlier than last year! May be dividend increase to 2.7 cents!
1st September 2024:
NetLink NBN Tr - Wow! She had managed to clear 90 cents swiftly and is now trading at 91.5 cents, looks rather bullish! She may rise further towards 95 and 1 dollar.
Pls dyodd.
16th August 2024:
NetLink NBN Tr - She has managed to clear the resistance at 85.5 cents and is now trading at 86 to 86.5 cents , looks rather bullish and may rise up further towards 87.5 than 91 cents.
Pls dyodd.
NetLink NBN Tr - 1st quarter results update is out! Gross Revenue is down 2.9 percent to 100.9m .
Net profit is down 9.1 percent to 25.7m. The results is so so! It wont affect the dividend payout!
23rd July 2024:
During AGM, you will know how the CEO, Chairman and CFO present themselves and see whether how much they know about their businesses! The most crucial part is how they handle and reply those questions being raised by the shareholders!
These are insightful information you wouldnt be able to know from their annual reports! Is important and meaningful for shareholders/investors to attend AGM and know the company is being run by the management team! You will be able to judge for yourself whether are they capable to run the company perhaps give you an idea whether is it worthwhile for one to invest!
NetLink NBN AGM - after attended the AGM , I am able to get some information how this company is being run by the group of management team! Stable and resilient business model that is able to generate sufficiently and healthy cash flow to maintain their yearly dividend paid put of 5.3 cents which was about 205m. Is pretty normal for their NAV to decrease as their assets like Fibre and Manholes will depreciate! More importantly, they are able to growth and generate healthy cash flow !
Y2025, dividend likely maintain the same as Y2024.
At 84.5 cents, yield is quite good at 6.27%. I would say this is one of the few dividend counter that is good to have for long term passive income consideration! Pls dyodd.
No food but drinks like hot coffee, tea and mineral water are provided!
Their business review:
Key Focus for Y2025:
Financial numbers for Y2024:
NetLink AGM - AGM is on 23rd July 2 PM. 1st quarter results update will be out on 2nd Aug 2024! Do take note!
The meeting is located at :
Time - 2 PM
STEPHEN RIADY AUDITORIUM, NTUC CENTRE NO. 1 MARINA BOULEVARD, LEVEL 7 ONE MARINA BOULEVARD SINGAPORE 018989.
Here is the snapshot of the Q&A being submitted and received from the management! These information might be quite helpful!
1st July 2024 update:
NetLink NBN Tr - The company director bought 100000 share at 83 cents a few days ago which might be an indication the price is undervalued!
Pls dyodd.
NetLink NBN Tr - After XD, the price has corrected from 86.5 to close at 83.5 cents to cover the dividend payout of 2.65 cents, seems fairly reasonable!
At 83.5 cents, yield is quite good at more than 6 pecent (yearly dividend of 5.3 cents) The one and only appointed Fibre installation and activation company! Pls dyodd.
NetLink NBN Tr - The director bought 100000 share at 86.5 cents this might be telling usbthe share price is attractive! Pls dyodd.
https://links.sgx.com/1.0.0/corporate-announcements/R6NT84CC031PFTNK/76ec06e00bb2febef18d46ae3fb720b6f447da7e11956140a00cce1580ef90d7
She may rise up to test 91.5 cents .
NetLink NBN Tr - 2nd Half results is out! Gross Revenue is up 1 percent to 206m. Net profit is down 8 percent to 50.3m due to higher finance costs etc!
Healthy cash flow of 288.6m ! Dividend of 2.65 cents is 1.1 percent higher than last year 2.62 cents.
The Group generated Net cash from Ops of 288.6m of which I think is sufficiently able cover the dividend payout annually at 206.5m.
XD 29 May.
Pay date 12 June.
Yield is about 6.13% at 86.5 cents.
Pls dyodd.
