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Friday, May 8, 2026

ComfortDelGro - 1st quarter results likely out next week as both Vicom and SbS Transit already released their results on Friday and the net income seem improving. ComfortDelGro likely report better sets of financial numbers

 ComfortDelGro  - 1st quarter results likely out next week as both Vicom and SbS Transit already released their results on Friday and the net income seem improving.  ComfortDelGro likely report better sets of financial numbers .

At 1.43, yield is a whopping 6.29% estimating yearly dividend of 9 cents. I think gd entry pivot point! Pls dyodd. 





 ComfortDelGro AGM - AGM is being held at Sands Expo and Convention Centre today 24 April 10 AM level 3. On the way now. 

The lunch will be served at 11.50Aam.

Cash flow is healthy.  868.4m cash on hands. EPS is up 9.4% to 10.63 cents.  Yearly dividend is up 9.4% to 8.5 cents. 

Payout Ratio of 80%.

Here is a snapshot of the income statement. 

Total Revenue growed more than 5b.Global presents 13 countries. 


 AGM just started! The Chairman Mr. Mark Christopher  and CEO Mr. Cheng Siak Kian is introducing the mgmt  team.

 The bento set meal is delicious! 



 ComfortDelGro  - Finally,  she is back above 1.50, looking gd! She is trading at 1.51, likely to rise up to test 1.56 and above!

Beyond 1.56, she may rise further higher towards 1.60 than 1.64.


 ComfortDelGro AGM - AGM is on 24th April 10AM at Sanss Expo and Convention Centre, Cassia main ballroom level 3. Change venues from Suntec City Mall!

Do take note.Likely have nice bento set meal provided for the 23rd AGM. 

AGM to approve the declaration of Final dividend of 4.59 cents. Plus share buyback mandate and appointments of Directors etc.

ComfortDelGro  - taxi fare temporarily increased by 50 cents to shield against rising fuel costs. I think the company is making the right move to protect driver income. 

I think share price may likely trading in the range of 1.45-1.50.


Quote: Taxi fare will be increased temporarily to shield cabbies from surging fuel costs. Passengers will pay an additional S$0.50 ($0.39) to S$0.80 for trips starting from March 24, the company said in a social media post on Tuesday. Metered rides will also see a S$0.01 increase in the distance-time rate.

  She is trading at 1.45-1.46 likely to test 1.50 again! 

ComfortDelGro - Price seem overly reacted and sold down due to War at Iran. Yield is more than 5.8 percent is a no-brainer opportunity!

I think price may rise up to test 1.50! Plsdyodd. 

Yearly dividend has been consistently increasing for the past few years. 8.5 cents dividend for 2025. 2026 may be can see dividend increase to 9 cents and above.  

 ComfortDelGro- The ME tensions is creating stocks market volatility and share price being sold down due to Fear of oil price rising up,  seem overly done! Likely to see supporters coming to support! At 1.44, yield is a whopping 5.8+%. Stable revenue,  dividend plus cash rich.  Pls dyodd. 



 ComfortDelGro Achieves Record FY2025 Revenue Exceeding S$5 billion,

Delivers 9.4% PATMI Growth

• Revenue grew to S$5.06 billion, a 13.0% year-on-year increase; PATMI up 9.4% year-on-year to

S$230.3 million.

• International revenue contribution reached 55.3%, driven by contributions from acquisitions and new

overseas contracts.

• Proposed final dividend of 4.59 cents per share, bringing the total dividend for FY2025 to 8.50 cents

per share, representing a payout ratio of 80%.


ComfortDelGro Corporation Limited (SGX:C52) (“ComfortDelGro” or, “the
Group”) today announced its financial results for the full year ended 31 December 2025. The Group delivered
strong growth with a total revenue of S$5.06 billion in FY2025, reflecting 13.0% increase compared to
FY2024. Profit After Tax and Minority Interests (PATMI) rose 9.4% year-on-year (yoy) to S$230.3 million.
This performance reflects the Group’s focused execution of its international growth strategy, as total revenue
crossed S$5 billion for the first time while overseas revenue now accounts for 55.3% of total revenue, up
from 49.1% in the previous year. In tandem, overseas operating profit contribution rose to 44.7%, up from
34.9% in the previous year.
Operating profit for its Public Transport segment grew 15.1% yoy to S$149.5 million. This increase was
largely attributed to the renewal of London bus contracts at improved margins, the start of Metroline
Manchester’s operations in early 2025. Operating profit for the Taxi and Private Hire segment saw a 4.4%
yoy increase due to full-year contributions from the acquisition of Addison Lee in 2024. Operating profits from
its Inspection & Testing Services rose 56.1% yoy, mainly driven by the peak volume of On-Board Unit
installations for Singapore’s Electronic Road Pricing 2.0 project throughout 2025.
The Group achieved significant milestones in its Public Transport business in 2025. Beyond the four bus
franchises in Greater Manchester, it had also successfully mobilised three Zero Emission Bus franchises in
Victoria, Australia and commenced operations for the Stockholm Metro in November 2025. These
developments underscore the Group’s ability to deliver long-duration, government-backed contracts that
anchor the Group’s resilience and future cash flows.

Vicom - 1st quarter results update is out.Operating Profit ↑ $3.0m – Higher revenue offset by higher operating costs. • PATMI ↑ $2.5m – Higher operating profit offset by higher tax and lower interest income

 Operational Update for 1Q 2026

The Group delivered a strong performance in the first quarter of the year, underpinned

by sustained demand across its core services in the first two months of the year. In

March, however, demand for testing services in the Oil & Gas sector was impacted by

the Middle East conflict.

Installation activities under the ERP 2.0 OBU project also proceeded at a slower pace as

most of the installation had already been completed.

Overall, the Group’s performance remained resilient despite external headwinds,

supported by its diversified service offerings.

• Revenue ↑ $3.8m – Contributed by sustained demand across its core services as well as from the OBU installation under the 

ERP 2.0 OBU project. 

• Operating Costs ↑ $0.8m – Contributed by higher staff costs mainly from annual salary increments. 

• Operating Profit ↑ $3.0m – Higher revenue offset by higher operating costs.

• PATMI ↑ $2.5m – Higher operating profit offset by higher tax and lower interest income.

• Balance sheet remains strong with cash & cash equivalents of $59.9m.
• Total assets increased by $8.5m contributed by net cash generated, higher non-current assets from net additions to
vehicle, premises and equipment offset by lower trade receivables. The increase in vehicle, premises and equipment
mainly relates to progress billings for the Jalan Papan project.
• Total liabilities decreased by $1.4m due to lower trade and other payables offset by increase in income tax payable


Thursday, May 7, 2026

Ocbcbank - 1st quarter results is out. NPAT up QoQ and YoY as total income hit a new high ▪ NII down 3% QoQ and 5% YoY amid lower interest rates, partly compensated by average asset growth ▪ Non-II rose 22% QoQ and 23% YoY to an all-time high

 ▪ NPAT up QoQ and YoY as total income hit a new high

▪ NII down 3% QoQ and 5% YoY amid lower interest rates,

partly compensated by average asset growth

▪ Non-II rose 22% QoQ and 23% YoY to an all-time high


➢ Robust fee income growth led by wealth management

➢ Record customer flow treasury income

➢ Strong increase in insurance income

▪ Maintained cost discipline, CIR at 39.3%

▪ Loans and deposits grew QoQ and YoY

▪ Asset quality benign; credit costs at 23bps with additional

allowances for macro risks, coverage ratio rose to 163%

▪ Strong capital position, fully phased-in CET1 CAR at 15



Wednesday, May 6, 2026

Venture- Yesterday Gapped up! Closed well at 18.28, up 1.80 within a day, seem overstretched! Is good to take a pause and let the market digest this gains! Pls dyodd

 Yesterday Gapped up! Closed well at 18.28, up 1.80 within a day, seem overstretched! Is good to take a pause and let the market digest this gains! Pls dyodd. 


Venture  - 1st quarter results update is out. Gross revenue is up 1.9 percent to 628.5m,Net profit of 56.3m. EPS 19.5 cents increased 0.9 percent.  I think results is improving. 


Outlook

In spite of US tariffs, distractions of geopolitical conflicts, USD weakness, sanctions and other impediments, the

Venture Group achieved a turnaround in our 1Q 2026 financial performance, albeit with only a small year-on-year

revenue increase, but one that is of significant importance. This is like new shoots sprouting in early spring.

We expect these new shoots to grow in 2026. With existing customers and partners in our selected tech domains

we are growing market share in the hardware space. Our strong R&D Labs are gaining traction in Hyperscale Data

Centres and Life Science domains with new programs, products and systems. Venture’s R&D work in the

Consumer Lifestyle sector has advanced to collaborative technology development. This advancement will place

Venture’s R&D Labs in a good position for future opportunities beyond product/system design and development.

Venture continues to invest in Operational Excellence and forge new levels of more comprehensive strategic

collaborative partnerships in an emerging multipolar world.

In keeping with Venture’s core values, our employees collectively aspire to serve and delight our customers with

our Operational Excellence, from Business Development to Technology and Products/Systems Development, as

well as excellence in Design Services, Manufacturing and Supply Chain Management, together with our

supporting functional teams.

We continue to develop broader, deeper and more strategic partnerships and business collaborations with all our

key customers and business partners.

Link reit - Yearly dividend is about $2.55, yield is about 6.31% at 40.35. I think nice dividend yield. They payout half yearly basis on June and December. Chart wise, bullish mode! She may rise up to test 43.50

 HK00823 : Yearly dividend is about $2.55, yield is about 6.31% at 40.35. I think nice dividend yield.  They payout half yearly basis on June and December.  Chart wise,  bullish mode! She may rise up to test 43.50.

Beyond 43.50, she may rise further higher towards 50.00 and above. 

We upgrade and transform our properties into higher quality assets that respond proactively to higher sustainability standards, changed patterns of social expectations, behaviours, and lifestyle aspirations.

Through more than 100 asset enhancement initiatives in Hong Kong and Chinese Mainland since 2005, we have substantially enhanced the productivity, efficiency, and comfort of our properties. We work alongside with stakeholders to create a more prosperous and healthy community around our portfolio.



We manage a diversified real estate portfolio across complementary asset classes and geographies through strategic investment and an active portfolio management approach.

Our assets including retail facilities, car parks, offices and logistics assets spanning China’s Beijing, Greater Bay Area (Hong Kong, Guangzhou, and Shenzhen), and Yangtze River Delta centred around Shanghai, Australia’s Sydney and Melbourne, Singapore and the UK’s London. Our industry intelligence and operational experience across the APAC markets, combined with an agile management and investment model, contribute to the build-up of a resilient portfolio in the face of changing market dynamics.

130 properties in Hong Kong:

Our portfolio focuses on retail, including community to mid- range shopping centres, as well as modernised fresh markets, car parks, office and godown buildings.

Tuesday, May 5, 2026

Venture - 1st quarter results update is out. Gross revenue is up 1.9 percent to 628.5m,Net profit of 56.3m. EPS 19.5 cents increased 0.9 percent. I think results is improving.

Venture  - 1st quarter results update is out. Gross revenue is up 1.9 percent to 628.5m,Net profit of 56.3m. EPS 19.5 cents increased 0.9 percent.  I think results is improving. 


Outlook

In spite of US tariffs, distractions of geopolitical conflicts, USD weakness, sanctions and other impediments, the

Venture Group achieved a turnaround in our 1Q 2026 financial performance, albeit with only a small year-on-year

revenue increase, but one that is of significant importance. This is like new shoots sprouting in early spring.

We expect these new shoots to grow in 2026. With existing customers and partners in our selected tech domains

we are growing market share in the hardware space. Our strong R&D Labs are gaining traction in Hyperscale Data

Centres and Life Science domains with new programs, products and systems. Venture’s R&D work in the

Consumer Lifestyle sector has advanced to collaborative technology development. This advancement will place

Venture’s R&D Labs in a good position for future opportunities beyond product/system design and development.

Venture continues to invest in Operational Excellence and forge new levels of more comprehensive strategic

collaborative partnerships in an emerging multipolar world.

In keeping with Venture’s core values, our employees collectively aspire to serve and delight our customers with

our Operational Excellence, from Business Development to Technology and Products/Systems Development, as

well as excellence in Design Services, Manufacturing and Supply Chain Management, together with our

supporting functional teams.

We continue to develop broader, deeper and more strategic partnerships and business collaborations with all our

key customers and business partners.

Monday, May 4, 2026

Frasers L&C Tr - Reports 1HFY26 DPU of 2.95 cents. Marginally decreased 1.7 percent versus 3 cents last year. Positive rental reversion of 8.8 percent, Gearing 33.7 percent, ICR more than 4x

 Frasers Logistics & Commercial Trust Reports 1HFY26 DPU of 2.95

Singapore Cents

Key Highlights

 Average portfolio rental reversions of +8.8% (incoming rent vs. outgoing rent basis) and +22.0% 

(average rent vs. average rent basis) achieved for the period from January to March 2026

 Overall portfolio occupancy of 96.1% with a WALE of 4.9 years

 Healthy aggregate leverage of 33.7% as at 31 March 2026, with interest coverage ratio of 4.4 times.

I think results is showing some improvement,  hopefully,  it will get better!

XD 14th May 2026.


FLCT reported revenue of S$238.9 million and Adjusted Net Property Income of S$167.0 million for 1HFY26, 

representing increases of 2.8% and 3.6% respectively, from S$232.3 million and S$161.3 million in the first 

half of FY2025 (“1HFY25”). The year-on-year increases were mainly due to positive rental reversions and 

annual increment from rent review from AU L&I and EU L&I segments, full contribution from 2 Tuas South Link 

1 as acquisition was completed in November 2024, effects of higher average exchange rate (of AUD, EUR 

and GBP against the SGD) in 1HFY26 relative to 1HFY25. The increase was partially offset by the divestment

of 357 Collins Street in September 2025, higher vacancies in ATP and FBP, and higher non-recoverable land 

taxes for Victoria and Queensland, Australia. 75.0% of 1HFY26 management fees were taken in units

(1HFY25: 43.1%). 



The distribution per unit (“DPU”) for 1HFY26 was 2.95 Singapore cents, representing an annualised distribution 

yield of 6.6%2. The 1HFY26 DPU will be paid on 22 June 20263.

Olam Group - Nice breakout today plus managed to clear 1.11 level with ease and closed higher at 1.18, looks rather bullish. She may continue to trend higher towards 1.29

 Finally,  the price action is back. She is trading at 1.26, likely to rise up to tear 1.42 than 1.50 and 1.60.Pls dyodd. 


 Olam Group  - Nice breakout today plus managed to clear 1.11 level with ease and closed higher at 1.18, looks rather bullish.  She may continue to trend higher towards 1.29.Pls dyodd. 


Hosey! Nice Gapped Up this morning! She is rising up to test 1.11  A nice crossing over with ease plus good volume we may see her rising up further towards 1.20 and above. 


Olam Group  AGM , they are quite generous! Handling out $30 grocery voucher plus some of their products! This year also provide mee Siam,  quite nice plus tea, coffee and Milo.




Future dividend will be depending how OFi and other businesses perform plus the divestment proceeds to hand out as Special dividend.

Olam Group  - Gd news as it has manged to secure the regulatory approvals for its proposed US$1.8 billion sale of 44.58 per cent of its agribusiness unit Olam Agri to a Saudi fund. Going forward, they can focus in expanding Olam OFI and hopefully have the IPO listing news soon! Their plan is to pared down assets and repay all debts to gain debts free position.  Hopefully,  can see price rising above 1.00 and perhaps going up further towards 1.20-1.30 level. Pls dyodd. 


Quote: Olam Group has secured all required regulatory approvals from a total of 21 jurisdictions for its proposed US$1.8 billion sale of 44.58 per cent of its agribusiness unit Olam Agri to a Saudi fund.

“The regulatory approvals in respect of the remaining one jurisdiction has been obtained,” Olam said on Thursday (Apr 16).

The proposed sale is expected to be completed “in due course” and is the first of two tranches in Olam’s planned US$2.6 billion disposal of its remaining 64.57 per cent stake in Olam Agri to Saudi Agricultural and Livestock Investment Company (Salic).


Sunday, May 3, 2026

Venture - Tomorrow XD, 50 cents dividend. Share price has been stucked in the range of 16-16.60. Still unable to cross over 17

 Venture  - Tomorrow XD, 50 cents dividend.  Share price has been stucked in the range of 16-16.60. Still unable to cross 17.00. Most of the Tech counters already rallies when will be your turn to perform .



 The selling seem to have more or less done, likely to see a rebound to rise up to test 15.60 than 16.00. Pls dyodd.


 Venture  - 2nd Half results is out. 4th quarter Net profit is higher than last year!The Group registered net profit of S$227.0 million for FY2025. This translated to a  healthy net margin of 9.0%.



VENTURE REPORTS SEQUENTIAL QUARTER GROWTH

AND PROPOSES FINAL DIVIDEND OF 50 CENTS PER SHARE, XD 5th May.Paydate 15 May.

BRINGING FY2025 TOTAL DIVIDEND TO 80 CENTS PER SHARE

• 4Q 2025 revenue and net profit rose quarter-on-quarter as 

strategic initiatives gained traction

• FY2025 dividend of 80 cents per share represents 6.7% increase against FY2024

• The higher dividend and share buyback plan executed over 2025

reflects Venture’s continued commitment to enhancing totalshareholder return.

A stronger quarter ended 31 December 2025 compared to the 

quarter ended 30 September 2025. Revenue rose 2.9% quarter-on-quarter to S$645.4

million, mainly due to growth from the Test & Measurement Instrumentation and 

Networking & Communications technology domains as our strategic initiatives gained traction.

Total revenue of S$2,534.5 million, a decline of 7.4% year-on-year. This was mainly 

attributable to the Lifestyle Consumer technology domain. We improved the reliability 

and longevity of a customer’s key product through our R&D and design contribution, 

which led to lower product replacements



.

Saturday, May 2, 2026

CapLand Investment (9CI.SI) - I think gd price is back. At 2.78, yield is about 4.3 percent. Assets light and earnings is based on management fees, interest loan fees seem sustainable. With the recent Income 8 assets to let CapitaLand manage their properties, management fees likely get boosted for Y2026.Yiled is pretty decent 4.3 percent

 

CapLand Investment (9CI.SI) - I think gd price is back. At 2.78, yield is about 4.3 percent.  Assets light and earnings is based on management fees, interest loan fees seem sustainable.  With the recent Income 8 assets to let CapitaLand manage their properties,  management fees likely get boosted for Y2026.Yiled is pretty decent 4.3 percent. Pls dyodd. 


 Phillip Securities has a TP of 3.69.

1Q26 revenue of S$487mn (-2% YoY) was slightly below our estimates, forming 21% of our FY26e forecast. Fee-related revenue was the standout performer, rising 10% YoY, driven by strong growth in listed (+14%) and private funds (+58%) management, while REIB revenue declined 14% following the divestment of the Synergy platform


CapitaLand Investment's (SGX:9CI) fee-related revenue rose 10% year over year to SG$310 million during the first quarter of the year, according to a Wednesday filing with the Singapore Exchange.




The increase in fee-related revenue was driven by strong growth in listed funds, including the company's share of SC Capital Partners' fee revenue.


Meanwhile, the private funds segment surged 58% year over year to SG$41 million.



CapLand Investment  - Final dividend of 12 cents,  XD 4th May. Paydate 14 May, awesome! AGM is on 28 April 10AM. Do take note!


  Nibbled small units at 2.77. Looks like a strong support level!Yield is about 4.3%. Pls dyodd 


CapLand Investment  - I think price is back to interesting price level! At 2.84, yield is about 4.22 percent seem not bad!She may rise up to test 2.96 than 3.p2 and above. XD in May 2026 for 12 cents dividend. Pls dyodd 



 The price being corrected sharply to 2.78, looks like boat is back! Yield is about  4.31%, seem not bad! Pls dyodd. 


CapLand Investment  - A bullish green candlesticks appearing on the chart after the recent profit taking situation. The price may rise upbto test 3.09-3.12!

Beyond 3.12, shw may rise up to retest 3.17 and above. Pls dyodd. 



Is a great relief! Price rebounded from 2.90 to close at 3.09! Hopefully,  it can stay at this level before XD! Is never wrong to lock in some profit! Pls dyodd. 

Today, went for lunch at this place call Embun seafood restaurant! Somewhere near the Seletar Airport.  The food is quite nice! Is a quiet place tugging away surrounded by many trees and greenery! 

Had giant crab, satays, Fish, prawns, sotong,  veggies and dessert. 






(CLI) recorded stronger Operating PATMI of S$539 million for the Financial Year (FY) 2025, 

up 6% year-on-year (YoY) from S$510 million in FY 2024. At the same time, CLI continued to 

scale its platform, with FUM growing 7% to S$125 billion1 as at end-2025, supported by 

positive fundraising momentum as total equity raised almost doubled to S$6.5 billion.

The improved Operating PATMI of S$539 million in FY 2025 was driven by higher contributions

from the listed funds business, lower interest costs and reduced operating expenses. These 

were partially offset by growth-related expenses to scale the private funds and lodging 

management business, as well as lower contributions following asset divestments. 

Total PATMI for FY 2025 was S$145 million compared to S$479 million in FY 2024, mainly 

due to lower portfolio gains and higher revaluation losses on the Group’s China portfolio.

CLI declared a final dividend of 12 cents, unchanged y-o-y, reflecting a payout ratio of more than 100%.



reflecting continued market softness. Meanwhile, total revenue was stable3 at S$2,133 million

for FY 2025, with higher fee-related revenue earnings, offset by lower contributions from the 

real estate investment business (REIB) post-divestments.

Through disciplined and focused execution, CLI grew FUM to S$125 billion1 as at end-2025, 

up from S$117 billion a year earlier. FUM growth was driven by strong capital raising momentum,

supported by larger follow-on funds launched during the year, as well as positive organic and 

inorganic growth, including CLI’s strategic investments in Wingate and SC Capital Partners. 

Miguel Ko, Chairman of CLI, said: “Amid a challenging and uncertain macroeconomic 

backdrop in 2025, we made steady progress, reinforcing and scaling our platform for long-

term growth. Our strategic investments in Wingate and SC Capital Partners have deepened 

capabilities and broadened institutional reach for CLI. We will continue to build on this 

momentum and focus on long-term value creation, anchored by strategic partnerships and 

disciplined capital allocation.”