AEM - Spotted some buying activities today that saw the price edging up 8 cents to 1.38 looks rather interesting! The volume seem quite high which is a positive signal! If she can stay above 1.37 and rises up further to 1.48 we may see a reversal trend.
Crossing over 1.48 smoothly, she may continue to rise up to cover the Gapped at 1.55 to 1.60.
Pls dyodd.
Food Empire - 3rd quarter results update is out! Total Gross Revenue is up 11.4 percent to 118.9m versus 106.7m last year. 9th month total Revenue is up 12.8 percent to 344.3 percent. Looks like sales is up across all different region! I think final dividend of 5 cents is likely sustainable!
Sales from its Ukraine, Kazakhstan and the Commonwealth of Independent States segment was up 10.3 per cent. This was attributed to higher revenue from Kazakhstan brought in by tea product manufacturer Tea House, which became a subsidiary of the group in May 2024.
Despite ongoing market challenges, Food Empire recorded a 1.8 per cent rise in revenue from its Russia segment. Its “others” segment posted a 7.4 per cent rise in revenue due to higher contribution from the Africa market.
I think overall results is not bad!
At 1.01 , yield is about 4.95%.
Pls dyodd.
SBS Transit reported a 2.1 per cent rise in total gross revenue of S$396.1 million for the quarter, driven mainly by higher average fare and ridership for rail.
Net profit increased 1.7% to 18.21m versus 17.91m last years.
Operating expense was 2.3 per cent higher, due to an increase in costs for staff and premises, as well as higher rail licence charge and advertising concession fee.
Operating profit decreased 0.1 per cent to S$18.8 million.
They expect increases in costs to moderate with lower inflation and energy prices, going forward.
Ridership in both NEL and DTL is increasingly allowing the company to book a higher revenue.
Plus the fare increase in December will also help to increase their total revenue.
Estimate yearly dividend of 11.2 cents.
Yield is about 4.54% at 2.47.
Pls dyodd.
Sats - Price being sold down after the announcement of the 2nd quarter results! A wide and bearish engulfing candlestick appearing on the chart, looks like this uptrend is disrupted and it may take sometime to stabilize!
Short term wise, she may go down to test 3.56 than 3.33.
Pls dyodd.
2nd quarter results is out! Net profit is up 69.7million for its 2025 financial year, soaring 214 per cent versus last year S$22.2 million.
Revenue for the three months ended Sep 30 increased 14.1 per cent to S$1.5 billion, from S$1.3 billion year on year.
The group declared an interim dividend of S$0.015 per share.
First half of FY2025, the group returned to the black with a profit of S$134.7 million, compared to a loss of S$7.8 million in the year-ago period.
EPS for 1st Half year is 9 cents.
At 4.00, PE is about 22.2x.
SingTel - She has manged to bounce-off from 2.90 and rises up to trade at 3.24, looks like the Bull is in control and we may likely see her retesting 3.27.
A nice breakout smoothly may likely see her rising up further towards 3.41.
3rd November 2024:
SingTel - Last Friday saw the price being sold down to 2.90 but had managed to recover and close at 3.10 looks like a knee jerk reaction due to the court case for their subsidiary company - Optus involving 429 customers complaints!
Judging from the strong buying activities it looks like Bull is still in control!
Yearly dividend is about 15 cents including of special dividend for unlocking shareholders value ( estimating 3-6 cents annually).
Yield is about 4.83% at 3.10.
Not a call to buy or sell!
Pls dyodd.
Fed chief won't resign! 0.25% cut for Nov. CapLand IntCom Tr super oversold due to panic selling! I think great price is back! We may see a rebound! Pls dyodd.
5th November 2024:
CapLand IntCom Tr - 3rd quarter results update is out ! Gross Revenue is up 1.7 percent to $1,189.8 million.
CapitaLand Investment - Chart wise, she will need to overcome the resistance at 3.03.
A nice breakout smoothly plus high volume we may likely see her reversing this downtrend and rises higher towards 3.20!
Pls dyodd.
Quote:
3rd quarter results update:
CapitaLand Investment (CLI) reported that it has exceeded its divestment target of $3 billion for 2024 including assets divested after the end of the third quarter.
Notably, it divested its 50% stake in ION Orchard to CapitaLand Integrated Commercial Trust (CICT) for $1.87 billion, which completed on Oct 30.
CLI also sold eight more US multifamily assets, bringing the total sales this year to 16 assets for $1.2 billion.
Additionally, CLI divested more than $600 million of assets across its fund vehicles in October (after the quarter ended). These include two lodging assets by Ascott Serviced Residence Global Fund, another three by CapitaLand Ascott Trust HMN(CLAS), and a business park by CapitaLand Ascendas REIT A17U(CLAR).
In total, CLI has divested $4.6 bilion in assets, of which its effective share is $4.1 billion. Of the $4.6 billion, 46% was divested to its REITs, 27% was divested to external parties by CLI, 16% was divested to private funds, and 11% was divested by the REITs to external parties. 62% of the divestment value was retained and converted into funds under management (FUM). Year-to-date up to Nov 5, CLI's FUM stands at $102 billion of which 72% is perpetual, 12% is more than five years, and 16% is less than five years. Out of the $102 billion, $39 billion of FUM are in private funds, and the rest in listed funds (REITs).
During the year, CLI managed to raise $1.6 billion of private capital, of which more than $900 million was raised since 3Q2024. On Nov 5, CLI raised $261 million from Mitsui O.S.K. Lines for the CapitaLand SEA Logistics Fund and the CapitaLand India Growth Fund.CapLand IntCom Tr - 3rd quarter results update is out ! Gross Revenue is up 1.7 percent to $1,189.8 million.
Olam Group - Chart wise, bullish mode! She may likely rise up to cover the Gapped at 1.25.
A nice breakout smoothly plus good volume we may see her rising up further towards 1.30 than 1.45.
Pls dyodd.
1st November 2024:
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.
NetLink NBN Tr - First Half results is out! Gross Revenue is down marginally 0.2 percent to 204.8m. Net profit is down 8.3 percent due to absent of once of gains last year and higher ops costs.
Interim dividend is higher at 2.68 cents versus 2.65 cents last year!
Net cash from operating activities was 145.3m.
XD 15th November.
PAY DATE 29th November.
Pls dyodd.
Mapletree PanAsia Com Tr - She just went XD last Friday hopefully she can stay above the 200 days Moving Average at about 1.32!
Pls dyodd.
29th October 2024:
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.
SingTel - Last Friday saw the price being sold down to 2.90 but had managed to recover and close at 3.10 looks like a knee jerk reaction due to the court case for their subsidiary company - Optus involving 429 customers complaints!
Judging from the strong buying activities it looks like Bull is still in control!
Yearly dividend is about 15 cents including of special dividend for unlocking shareholders value ( estimating 3-6 cents annually).
Yield is about 4.83% at 3.10.
Not a call to buy or sell!
Pls dyodd.
Wilmar Intl - The price is back to buying zone! Price weaken after she released her 3rd quarter results yesterday with Net profit falling 35.7 percent to about 208m looks rather interesting!
Waiting for 3.00 to come back again!
At 3.00, yield is about 5.67% for this giant commodity counter seem like great price is back!
Pls dyodd.
