9th October 2025:
Just received the letter today!
Tomorrow can go and apply PO.
Keppel DC Reit - XR on 29th September, but price didnt really affected. PO application start on 3rd Oct, do take note!
Last day to apply is on 13th October 5pm.
New share start trading on 22nd Oct Morning.
Chart wise, looks like she may rise up to test 2.43!
A nice breakout smoothly plus high volume we may see her rising up further towards 2.50 and above!.
Pls dyodd.
CapLand Ascott - She is gaining strength, likely to rise up to reclaim 93 cents again!
A nice breakout at 93 cents smoothly plus high volume we may likely see her rising up further towards 99 cents to 1.00.
Pls dyodd.
CapLand Ascott - EGM is on 26th September 2025 10AM at Suntec City. May be got food provided .
The proposed Japan assets divestment is dpu accretive. The divestment gains is about 50.8m. Not bad! The divestment amount of 222.7m. After deducting all expenses, net proceeds of 187.4m. So much $ to pay for admin and expenses .
Pls dyodd.
CapLand Ascott - Today, dividend will be credited to the account, nice!
She is rising up to test 91 cents.
A nice breakout smoothly plus good volume we may see her rising up further towards 98.5 cents to 1 dollars.
Huat ah!
Not a call to buy or sell!
Pls dyodd.
United Hampshire US REIT - Had the opportunity to meet up with Ms. Wong Siew Lu - Head of Investor Relations and Sustainability to know more about this listed US reit counter on the Singapore Exchange (ODBU.SI).
Siew Lu is a very friendly and nice person.
United Hampshire US REIT total portfolio assets value of about US747m. Occupancy rate is about 97.2%. First Half Dpu of 2.09 cents. Gearing 38.9%. Wale 7.6 years. Yield is more than 8%. NAV 0.74.
Current price is 0.50.
Next refinancing will only happen in Nov 2026 which is more than a year to go that may give them the opportunity to refinance at a much lower borrowing costs.
Stable revenue and fees structure whereby tenants needs to foot their own bills for electricity, water, car parks and the rental space.
A portfolio of 22 high-quality properties located along the east coast of the U.S., consisting of 20 grocery-anchored and necessity-based retail properties1, and two modern, climate-controlled self-storage properties
United Hampshire US REIT's latest acquisition, completed on August 1, 2025, is Dover Marketplace, a freehold grocery-anchored shopping centre in Dover, Pennsylvania. The REIT acquired the property for US$16.4 million to expand its grocery-anchored portfolio and strengthen its presence in the US Northeast markets. The property is anchored by the supermarket operator The GIANT Company and includes other tenants like M&T Bank and Subway. occupancy rate of 96.1 per cent, it has a total of nine tenants, comprising its anchor tenant, supermarket operator Giant, and a diverse mix of other tenants, including Fortune 500 company M&T Bank and global fast-food chain Subway.
Giant, which has a long-term lease at the property, has been its anchor tenant for nearly 25 years.
Chart wise, it had managed to bounce-off from 44 cents to trade Currently at 50 cents, looks rather interesting! IPO price was 80 cents in Year 2020.
At the moment, she is trading in a consolidation mode price patterns and may wait for next catalyst to drive the price higher!
It is a slow and dividend play counter!
The tenant agreement usually signed for 5 years min period with build-in rental reversion.
The tenants consisting of big players like Walmart, Home Depot,Giant etc of which is quite stable and resilient!
The self-storage properties is like a warehouse storage facility that allows people to store their stuffs there or people storing their households stuff for moving to another states to work. The demands is not bad. Currently is about 92% occupancy rate.
Below is the distribution history being paid out since year 2020 to 2025 August. They payout DPU half yearly basis.
With the past years dividend collected, those vested since IPO if inclusive of dividend collected, their principal amount is slightly profitable! I guess is still not too bad!
Not a call to buy or sell!
Pls dyodd.
Went to Mensho Tokyo SG, 3rd floor, Raffles City for very nice Ramen. Nom nom.
She may likely cross over the resistance line and rises higher! Pls dyodd.
It looks like the Bull is in control!
27th September 2025
She is echoing the same lifeline for Intel as Intel is their major customer! The company may see more revenue stream coming back from Intel if their foundry operations get an improve version to compete with others!
Centurion - She is on a free falling mode! Loosing steam, better run for the nearest exit.
Pls dyodd.
21st Sept 2025:
Centurion - It looks like game over for the uptrend direction. It may roll over!
She may go down to test the recent low of 1.58. If unable to hold, she may go further down towards 1.50 than 1.42 with extension to 1.30.
Not a call to buy or sell!
Pls dyodd.
Centurion Accommodation Reit (8C8U.SI) - Ipo received overwhelming response, 16 times subscribed. Today trading start at 2PM.Will price go below IPO price of 88 cents!
IPO allocation seems not fair for the lower nos if units applied. They should allot 100% secure for 1000 to 4900 applicants! Lousy!
NAV 83.5 cents.
Gearing healthy below 45% limit! About 20.9% or 31%.
Total 15 assets!
5 Workers Accommodation assets in Singapore. 8 Students Accommodation assets in UK and 2 in Australia.
Now construction Industry is Booming so Workers Accommodation is in demand. If the construction industry slow down then supply may outweigh demand and vice versa!
Students Accommodation is depending the Students whether do they need to stay near the school or not.
Let's see how it fares today!
Pls dyodd.
Frasers L&C Tr - She is rising up nicely, likely to test 98 than 1 dollars !
Beyond 1.00, shw may show us 1.07 and above!
Result should be out in Oct 2025, dividend is coming, nice!
Pls dyodd.
Uob - She is falling down! Likely to go down to test 33.70 than 33.00 and below.
Pls dyodd.
20th September 2025:
Chart wise, bearish mode!
If the recent low of 34.50 cannot hold, it would be very negative and she may fall further towards 34 than 33.70 and 33.00 and below!
Not a call to buy or sell!
Pls dyodd.
17th September 2025:
The market is marking time! If Fed gives a dovish tone more rate cuts is coming then bank may drop at a higher speed! Pls dyodd.
She may go down to test 34.29 than 34 and 33.70.
9th September 2025:
Uob bank - the chance of having rate cut on 17th September Fed meeting is very high. Bank may see further weakness!
The bank in fact has been staying at the peak level for a longer period, I think we may see a major correction happening soon! I think is never wrong to prepare for this moment to come and might be a good idea to lock in some profit or stay away at this juncture!
Also STI is trading at all time high, and we may see a meaningful correction coming soon!
I am waiting for 30 dollars or 28 dollars to come back home!
Not a call to buy or sell!
Pls dyodd.
CapitaLand Ascendas REIT - She is rising up to retest 2.87 after taking a breather! A nice breakout smoothly plus high volume we may likely see her rising up further towards 2.99 and above !
Pls dyodd.
18th September 2025:
$CapitaLand Ascendas REIT(A17U.SI) Hosey! Rate cut of 0.25% . Reit sector likely rises higher!
CapitaLand Ascendas REIT likely rise up to test 2.87 than 2.92 and above! Pls dyodd.
Quote: The Federal Reserve on Wednesday approved a widely anticipated rate cut and signaled that two more are on the way before the end of the year as concerns intensified over the U.S. labor market.
CapitaLand Ascendas - She is gaining strength likely to rise up to test 2.82 and above!
Next, she is rising up to retest 2.87 than 2.93-2.99.
Pls dyodd.
29th August 2025:
She is rising up to test 2.75 again! A nice crossing over smoothly plus good volume we may see her rising up further towards 2.81 than 2.87.
Pls dyodd.
18th August 2025:
CapitaLand Ascendas REIT to divest five properties in Singapore
for S$329.0 million.
mpines Industrial Avenue 3.
The Sale Consideration represents a premium of approximately 6% over the total market
valuation of the Properties of S$311.3 million and a 20% premium to their total original
purchase price of S$274.2 million.
The Proposed Divestments are in line with the Manager’s proactive capital recycling strategy
to improve the quality of CLAR’s portfolio and optimise returns for unitholders of CLAR.
The estimated net proceeds after divestment costs are expected to be S$313.1 million. The
net proceeds may be utilised for various purposes, including financing committed investments,
paying down debt, extending loans to subsidiaries, funding general corporate and working
capital needs, and/or making distributions to Unitholders.
For the purpose of calculating the pro forma impact on CLAR’s aggregate leverage, if the net
proceeds were used to repay CLAR’s borrowings as at 31 December 2024, its aggregate
leverage would have reduced from 37.7% to approximately 36.6%.
The Proposed Divestments are expected to be completed within the fourth quarter of 2025.
Following the completion of the Proposed Divestments, CLAR will own 226 properties
comprising 93 properties in Singapore, 34 properties in Australia, 49 properties in the United
States (US) and 50 properties in the United Kingdom/Europe.
11th August 2025:
quote : CapitaLand Ascendas Reit (Clar) is proposing to launch its first logistics developments in the UK at an estimated total investment cost of S$350.1 million.
Clar is proposing to acquire two plots of freehold land in the East Midlands, a key logistics market in the UK, on which it plans to develop four new logistics properties, the manager said on Monday (Aug 11).
“The proposed developments align with Clar’s strategy to expand its logistics portfolio in the UK where demand is expected to be underpinned by e-commerce growth and occupiers’ evolving supply chain strategies,” the manager said on Monday.
This will grow the Clar’s UK logistics portfolio to 42 investment properties. It will raise the Reit’s UK portfolio value by 27.2 per cent to around S$1.6 billion, representing 10 per cent of the Reit’s total AUM of S$17.2 billion.
CapitaLand Ascendas REIT delivers Distribution per Unit of 7.477
Singapore cents for 1H 2025
▪ Distributable income for 1H 2025 was stable year-on-year at S$331.1 million
▪ Portfolio occupancy remained healthy at 91.8% and leases renewed in 1H
2025 achieved a positive average rental reversion of 9.5%
▪ Healthy aggregate leverage of 37.4% and stable cost of debt of 3.7% for 1H
20256
▪ Accretive acquisitions of three well-located, modern properties in Singapore
and the US totalling S$878.0 million, as well as completion of 1 Science Park
Drive redevelopment for S$300.2 million in 2025 will enhance CLAR’s portfolio
quality and contribute to long-term returns.
XD 11th August 2025 for balance 0.998 cents.
– The Board of Directors of CapitaLand Ascendas REIT
Management Limited (the Manager), the manager of CapitaLand Ascendas REIT (CLAR), is
pleased to report that distributable income for the six months ended 30 June 2025 (1H 2025)
was stable at S$331.1 million, an increase of 0.1% year-on-year (YoY).
Taking into account an enlarged unit base of approximately 4.4 billion (+0.7% YoY) following
the issuance of new units pursuant to CLAR’s private placement in May 2025 to fund
acquisitions, Distribution per Unit (DPU) for 1H 2025 declined slightly to 7.477 Singapore cents
(-0.6% YoY).
Gross revenue for 1H 2025 decreased by 2.0% YoY to S$754.8 million mainly due to the
divestments of five properties in Australia (February 2024), Singapore (November 2024) and
the US (June 2025), as well as the decommissioning of a property in the UK for redevelopment
in June 2024. The decrease was partially offset by the acquisition of a property in the US in
January 2025. Consequently, net property income decreased by 0.9% YoY to S$523.4 million.
Mr William Tay, Chief Executive Officer and Executive Director of the Manager, said, “Despite
the ongoing macroeconomic uncertainties, CLAR’s distributable income of S$331.1 million
and DPU of 7.477 cents for 1H 2025 were stable. This underscores the continued strength of
our diversified portfolio, operational management and disciplined execution of our capital
management strategies.”
“CLAR is set to add approximately S$725 million of prime, income-producing assets in
Singapore. 9 Tai Seng Drive, a Tier III colocation data centre and 5 Science Park Drive, a
premium business space property are well-located, modern properties that are fully leased to
reputable tenants and will contribute positively to our income stream. These two properties
will further anchor CLAR in Singapore, with Singapore accounting for about 67% of AUM when
the transactions are completed,” Mr Tay added. “We will stay responsive to changing market
conditions and are confident of navigating through these uncertain times.”
Centurion - It looks like game over for the uptrend direction. It may roll over!
She may go down to test the recent low of 1.58. If unable to hold, she may go further down towards 1.50 than 1.42 with extension to 1.30.
Not a call to buy or sell!
Pls dyodd.
Boustead - Indeed it has risen up to test 1.81 but wasnt able to hold and retreated to 1.74. It may continue to go down to test 1.69 and below!
Next, any further weakness, she may go down to test 1.58 than 1.52.
Pls dyodd.
11th September 2025:
Boustead - She may rise up to test 1.72 after taking a breather !A nice breakout smoothly at 1.72 plus good volume we may see her rising up further towards 1.80 and above!.
Pls dyodd.
4th September 2025:
Boustead - Share price spike up to close very well at 1.68 after the announcements that the company is applying approval to the authority to list the real estate assets, this is rather positive.
Hitting all time high at 1.72 before closing at 1.68. If it can continue to stay above ATH price of 1.68, it may rise up further towards 1.80 than 2.00 and above.
Not a call to buy or sell!
Pls dyodd.
Travellers heading to Johor Bahru can book a cross-border ride from anywhere in Singapore through ComfortDelGro’s (CDG) hotline from Sept 25.
The transport giant announced the new initiative in a Facebook post on Sept 18.
Most trips will cost a fixed fare of $80. But pick-ups from Ban San Street taxi stand will cost $60, while those from the airport will cost $120.
Looks like good news for ComfortDelGro!
15th September 2025:
She is trading at 1.50, looks rather bullish!
She may rise up to test 1.51 than 1.55 - 1.60.
Pls dyodd.
28th August 2025:
ComfortDelGro - Wasted, all the gains returning back after the running up from 1.43 to 1.64. Now she is back to the original price level. It might be an opportunity is back!
At 1.43, yield is about 5.88 percent which is very gd level level as compared to cpf oa 2.5% and special 4%.
Not a call to buy or sell!
Pls dyodd.
19th August 2025:
ComfortDelGro - Gd results but price still being pressed down. Great opportunity is back. Nibbled small units at 1.50.
Yearly dividend is about 8.41 cents. Yield is about 5.6%.
Pls dyodd.
13th August 2025:
I think the results is gd! Tomorrow price likely rises higher towards 1.60 and above!
COMFORTDELGRO POSTS STRONG 1H2025 RESULTS, REVENUE
INCREASES 14.4%, WITH 11.2% PATMI GROWTH
• Revenue rose to S$2.4 billion, marking a 14.4% year-on-year growth, while PATMI climbed to S$106
million, an 11.2% year-on-year improvement.
• Overseas revenue now accounts for over 50% of total revenue.
• Interim dividend of 3.91 cents per share declared, representing a payout ratio of 80%.
XD 20th Aug, paydate 28th August.
The Group’s Public Transport segment saw a 29.6% increase in operating profit YoY, mainly due to its
London bus contract renewals at improved margins and the successful commencement of its four bus
franchises in Greater Manchester as part of the Bee Network.
Under its Taxi & Private Hire segment, the Group reported a 20.6% increase in operating profit compared to
1H2024. The Group saw full contribution from Addison Lee in the UK and A2B in Australia amidst increasing
competition in the Singapore market and continuing economic challenges in China.
Overseas revenue accounted for more than 50% of the Group’s total revenue for the first time. Overseas
operating profit grew approximately 67.8% YoY, largely attributed to the full contribution from its 2024
acquisitions of Addison Lee, CMAC, and A2B.
“The increase in overseas
earnings reflects our focus on pursuing profitable international growth. The international Public Transport
business continues to do well, underpinned by our ability to collaborate effectively with our clients to deliver
valued services to support their transport goals. We continue to drive greater operational efficiencies and
growth opportunities for our global taxi and private-hire network. In a time of uncertainty, we remain
committed to the disciplined execution of our strategy, including leveraging technologies such as artificial
intelligence and autonomous vehicles to build a future-ready ComfortDelGro.”
The Group is actively enhancing and developing its long-term capabilities to maintain competitiveness.
