(adsbygoogle = window.adsbygoogle || []).push({ google_ad_client: "ca-pub-8679583308408160", enable_page_level_ads: true });

Thursday, September 12, 2024

Frasers L&C Tr - She is looking great to rise up to test 1.17! A nice breakout smoothly would likely see her rising up further towards 1.21and 1.26.

  Frasers L&C Tr  - She is looking great to rise up to test 1.17!



 A nice breakout smoothly would likely see her rising up further towards 1.21and 1.26. 

NEXT, she may rise up to test 1.30 than 1.36.

Pls dyodd.

6th September 2024:

 Frasers L&C Tr  - She has a nice breakout at 1.07 and closed well at 1.11, looks like this bullish momentum may continue to see her rising up further towards 1.13 than 1.17 and above!



Beyond 1.17, we may see her testing 1.30. Pls dyodd. 


28th August 2024 update:

Frasers L&C Tr  - She is gaining strength, likely to rise up to test 1.13 than 1.17. 



Pls dyodd. 

27th July 2024 update:

  Frasers L&C Tr  - Very good price is back! This is a golden opportunity to take a look at this index reit trading below its NAV, gearing below 40 percent and yield is more than 7 percent! 



Pls dyodd. 


Frasers L&C Tr  - The Boat is back! Extended Sales promotion! 



At 96 cents yield is about 7.25 percent,  seem very interesting!

Nibbled s bit st 96 cents. 

 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. 


Wednesday, September 11, 2024

CapLand IntCom Tr (C38U.SI) - Just checked the PO Rights has been credited on the account. Can go ATM to apply for the Rights entitlement.

 

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.

CapitaLand Investment (CLI) will divest its 50% interest in ION Orchard to CICT. ION Orchard is currently held in a joint venture with Sun Hung Kai Properties holding the remaining 50%.
The agreed property value is within the range of two independent valuations of ION Orchard, separately commissioned by the trustee and the manager of CICT. On a pro forma basis, assuming CICT had held and operated ION Orchard from Jan 1 to June 30, the distribution per unit (DPU) accretion is expected to be 0.9%.

Mapletree PanAsia Com - She is looking great to cross over 1.43 and surge ahead towards 1.58. Tomorrow dividend will be credited to the bank account, awesome!

 Mapletree PanAsia Com - She is looking great to cross over 1.43 and surge ahead towards 1.58. Tomorrow dividend will be credited to the bank account,  awesome! 



Beyond 1.58, she may rise up further to 1.70 level.

Pls dyodd. 

6th September 2024:

MPACT : Mapletree PanAsia Com  - Awesome! 



She had managed to touch 1.43 and closed at 1.41 seem like this Bullish momentum will prevail! She may rise up to test than 1.58.

Pls dyodd



 30th August 2024:

 Mapletree PanAsia Com Tr  - She is rising up nicely to test 1.43 soon! A nice breakout smoothly plus high volume we may see her rising up further towards 1.50 than 1.58! 



NAV 1.72.

Yearly dividend is about 8.5 cents.

Yield is about 6.25% for this index reit counter of which I think the price is undervalued! If the first rate cut in September we may see further price action!

Pls dyodd.

18th August 2024 update:

 Mapletree PanAsia Com Tr  - She needs to overcome the resistance at 1.30 level! 



A nice crossing over smoothly plus good volume we may see her rising up further towards 1.36 and above! 

Next, she is likely rising up to test 1.43 than 1.50. 

Pls dyodd. 

16th August 2024 update:

 She is trading near all time low of which I think is a gd pivot point to consider! Yield is more than 6.7% , nav 1.70+, gearing is about 40%. Rate cut in September is about to happen in September, dont miss out!



Chart wise, she is hovering near the support at about 1.20/1.21. Currently trading at 1.24 , a nice bouncing up and crossing over 1.28 with ease we may see her rising up further to test 1.32 tyan 1.38. Pls dyodd.


31st July 2024 Update:

 Gross revenue is down 0.2% to $236m versus $237m last year.

Net property income edged up 0.1 per cent to S$179.4 million from S$179.2 million.



Distributable income declined 3.5 per cent year on year to S$110.8 m versus $114.8m last year.




DPU is down 4.1% to 2.09 cents mostly due to high finance costs and forex exchange losses for Japan and China side.

Gearing is of 40.5%.

Occupancy rate is 94%. 



The divestment of Mapletree Anson, which is scheduled to be finalised on Wednesday will help to pare down debts and bring down the Gearing to 37.6% and a bit cater for dpu payout. 

XD 6th August. 

Pay date 12th September. 

The dpu is below my expectations of 2.3 cents.

Pls dyodd. 



Tuesday, September 10, 2024

Mapletree Ind Tr - Tomorrow dividend plus scrip share will be credited to your account, awesome! She is looking great to re-attempt 2.53. A nice breakout smoothly may see her rising up further towards 2.63 and above.

 Mapletree Ind Tr  - Tomorrow dividend plus scrip share will be credited to your account,  awesome!



 She is looking great to re-attempt 2.53. A nice breakout smoothly may see her rising up further towards 2.63 and above.

Next, she is likely rising up to revisit 2.71 - 2.73.

Pls dyodd. 

5th September 2024:

 Mapletree Ind Tr  - Chart wise, a long leg doji appearing yesterday which may signal that the direction is unclear! 



Will she be able to rise up to the recent high of 2.47! A nice breakout smoothly will certainly see her rising up towards 2.55 and above! 

Pls dyodd.


 31st August 2024 update:

Mapletree Ind Tr  - She is rising up to test 2.53! A nice breakout smoothly may likely see her rising up further towards 2.60 and above! 



With interest rate likely cut when Fed Meeting scheduled on 18th September likely may boost the price further! 

Pls dyodd. 

Quote : 30th August 2024 - Wall Street stocks rose and the Dow scored a second consecutive all-time closing high on Friday, with Tesla and Amazon climbing after fresh U.S. economic data raised expectations that the Federal Reserve will cut interest rates modestly in September.


23rd August 2024 update:


MIT : Mapletree Ind Tr - Remember to mail or email out the scrip letter to secure the offered price of 2.2209! Due date 26th August! Monday all gd reit going to Rally!

quote: Federal Reserve Chair Jerome Powell gave his strongest signal yet that interest-rate cuts are coming soon, saying the central bank intends to act to stave off a further weakening of the U.S. labor market. 



Next week,  she may likely rise up to test 2.53 than 2.60 and 2.73. Pls dyodd. 

Mailed out the scrip letter! Awesome! 



17th August 2024 update: 

 Mapletree Ind Tr  - She is gaining strength, likely to rise up to reclaim 2.33 level! A nice crossing over with ease would certainly seeing her rising up further towards 2.40 and above! 



Beyond that, she may likely rise up to test 2.53.

Gd reit started to rise up due to high chance Fed may cut rate in September.  It might be 0.25 or 0.5 basis . This would certainly benefit reit.

Pls dyodd. 

9th August 2024 update:

 MIT : Mapletree Ind Tr  - She is trading at 2.24 slightly above the scrip offered price of 2.2209 seem like holding up slightly above the offered price looks rather interesting!


I think great price is here! Yield is about 6% for this giant industrial cum Data Centres index reit, dont miss out! Golden opportunity await those who see the value! Pls dyodd.

 Yield is about 6 percent.  Election deadline 26th August 2024, dont forget! 

1st Aug 2024 update:

 Scrip price offered at 2.2209 anyone going for it! Election period from 13 to 26 August 2024. 



New share will be credited on 12th September 2024.

Mapletree Ind Tr  - quote: A rate cut could be on the table as soon as September, if inflation continues to progress toward the Federal Reserve's 2% goal, Federal Reserve Chair Jerome Powell said at his post-monetary policy decision press conference.



Chart wise,  bullish mode! 

She may rise up to retest 2.33. A nice breakout smoothly may likely see her testing 2.40 than 2.43 and 2.53.

 FREE dividend! Gd reit counters likely rally with this positive indication! Pls dyodd. 

Chart wise, 


 Mapletree Ind Tr  - 1st quarter results is out!Gross Revenue is up 2.7 percent to 175m.NPI is up 1.3 percent to 132.5m.




 BORROWING cost is down 0.9 percent to 26.1m.Distribution to Unitholders is up 3.7 percent to 97.2m. DPU is up 1.3 percent to 3.43 cents. I think is a good sets of financial numbers! 




Gearing 39.1%.

ICR 3.6×.

XD 1st August. 

Pay date 12 September 2024.

Resumption of DRP. Unitholders can choose to take cash or share.

Pls dyodd. 

Today went to this Atas Japanese restaurant to have lunch.Located at Orchard Road.  SUJU Japanese restaurant at Ngee Ann City! 

Very different kind of experience.  

The food is nice, nom nom. 















Nice sashimi,  Nice Fish, Duck meats, tempura,  the soba is really special and very chewy. Nice appetizers. The cheese cake is great. Tea is also nice. 


14th July 2024:

  Mapletree Ind Tr  - A Nice Gapped Up on last Friday and closed well at 2.25, seem rather interesting! Likely to rise up to test 2.30 than 2.39!



 Pls dyodd.


MAPLETRE Ind Tr  - First Quarter results will be out on 25th July, estimating dividend of 3.36 cents same as last quarter!





 Yield is a whopping 6.37 percent,  Gearing below 40 percent! A Great pivot point to take a look at this Blue chips index counter! Pls dyodd. 

Mapletree Ind Tr  - AGM is on 18 July 2.30pm at 20 Pasir Panjang road.


 Remember to mark it on your calendar! May be farewell gifts and nice food available! 



Yield is solid above 6 percent! Gearing below 40 percent! Trading at very good pivot support level! 

 Mapletree Ind Tr  - The 4th quarter results is out! Gross Revenue is up 4.4 percent to 178.7m, NPI is up 2.2 percent to 131.78m. DPU is up 0.9 percent to 3.36 cents. The results seem quite resilient and not bad! Looks like the worst is over! Pls dyodd. 




Gearing 38.7% which is quite healthy! 


Fixed loan rate of 84.6%.

ICR 4.8x.




Occupancy rate 91.4%.

NAV 1.76. 

XD 3rd May for 3.36 cents. 

Pay day 10 June.