2nd quarter 2023 Financial Results is out!
EPS of US0.88 beat analysts expectations of US0.84.
NAV is US32.05.
PE is less than 10x.
Today new PO share has been credited to your account, quickly check ti find out the correct no of share has been deposited to your account.
PO price 1.06. Now trading at 1.14, already can book a nice profit of 8 cents, is quite good!
Chart wise, bullish mode!
Likely to cross over 1.15 smoothly and rises up ti test 1.21 than 1.24.
Huat ah!
Please dyodd.
PO results is out!
The new share will be deposited on your account on 18th July.
The current price of 1.14 is trading higher than the PO price of 1.06.
I think many might have taken the opportunity to lock in profit!
Please dyodd.
PO officially closed at 5.30pm on 10th July 2023.
New share will be credited and start trading on 18th July.
First half year results cum dividend will be announced on 30th July before trading commence!
I have applied by rounding the share to even lot number.
All the best to those who has applied including excess!
Today share price close at 1.12. Looks like uptrend is still intact!
Please dyodd.
Preferential Offering of share at 1.06 per unit.
PO exercise date from 30th June to 10th July
5.30pm.
Every 1000 share you are entitled 119 unit of share.
If you hold 5000 share, you are eligible to apply for 547 unit at 1.06 per share.
You may choose to apply together with excess to make it an even lot number for example 600 share or 1000 share.
The new share will be credited to your account on 18 July 2023.
Good luck!
Please dyodd.
Chart wise, bullish mode!
Likely to continue to trend higher!
Short term wise, a nice breakout of 1.14 smoothly may likely see her rising up to test 1.21.
Yearly dividend of about 8.3 cents.
Yield is about 7.28%
NAV 1.08.
CapitaLand India Trust (CLINT), formerly known as Ascendas India Trust, was listed on the Singapore Exchange Securities Trading Limited (SGX-ST) in August 2007 as the first Indian property trust in Asia. Its principal objective is to own income-producing real estate used primarily as business space in India. CLINT may also develop and acquire land or uncompleted developments primarily to be used as business space, with the objective of holding the properties upon completion. As at 12 May 2023, CLINT’s assets under management stand at S$2.7 billion.
CLINT’s portfolio includes nine world-class IT business parks, one logistics park, one industrial facility and four data centre developments in India, with total completed floor area of 19.2 million square feet spread across Bangalore, Chennai, Hyderabad, Pune and Mumbai. CLINT is focused on capitalising on the fast-growing IT industry and industrial/logistics asset classes in India, as well as proactively diversifying into other new economy asset class such as data centres.
CLINT is structured as a business trust, offering stable income distributions similar to a real estate investment trust. CLINT focuses on enhancing shareholder value by actively managing existing properties, developing vacant land in its portfolio, and acquiring new properties.
CLINT is managed by CapitaLand India Trust Management Pte. Ltd., formerly known as Ascendas Property Fund Trustee Pte. Ltd. The trustee-manager is a wholly owned subsidiary of Singapore-listed CapitaLand Investment Limited, a leading global real estate investment manager with a strong Asia foothold.
Our business parks offer a distinct business lifestyle where convenience and comfort meet productivity. Lush greenery and modern architecture create an exciting landscape that inspires knowledge workers, while an impressive array of amenities is designed to enhance the working experience. From sports, medical and childcare facilities to restaurants and cafes, our thoughtfully curated range of services cater to all professional needs. We have also seamlessly integrated technology and sustainable practices throughout our parks, from energy-efficient buildings to smart infrastructure, minimizing our environmental impact while maximizing efficiency.
We are developing 4 data centres in India’s key data centre markets – Navi Mumbai, Hyderabad, Chennai, and Bangalore. As at second quarter 2023, construction of the data centres in Navi Mumbai and Hyderabad have commenced. When fully developed, the four state-of-the-art data centres will deliver a total power capacity of 244 MW. Our data centres adopt sustainable design principles and green building standards, including features such as intelligent energy management systems, solar panels, and highly efficient cooling systems using low global warming potential refrigerant.
Our industrial facility is a premier Grade A asset, fully leased to a multinational electronics manufacturer. It is situated in Mahindra World City, a renowned industrial micro-market known for its blue-chip occupants.
Our logistics asset consists of seven modern and high-quality warehouses ensuring efficient and seamless logistics operations. It is situated in Panvel, a well-established and strategic warehousing zone that provides convenient access to India's largest container port, the Jawaharlal Nehru Port Trust.
Today closed well at 2.00 high probability she will rise up to reclaim 2.03 then 2.08 with extension to 2.18.
Not a call to buy or sell!
Please dyodd.
Yesterday closed well at 1.92, let's see will she continue to rise up to reclaim 1.95 then 2.00-2.03.
Results will be out on 1st Aug 2023!
Dividend is coming!
Chart wise, bearish mode!
Likely to see further weakness!
She has further weaken and closed lower at 1.86 looks like she may go further down to test the recent support at 1.82 then 1.80 with extension to 1.74.
Yield is about 5.7% at 1.86.
NAV 2.116.
Pls dyodd.
I have added a bit at 1.91 as it has managed to bounced off from 1.89.
At 1.91, yield is about 5.55% of which I think is quite a gd yield for this giant retail cum grade A office reit.
Not a call to buy or sell!
Pls dyodd.
CapitaLand Integrated Commercial Trust (CICT or the Trust) is the first and largest real estate investment trust (REIT) listed on Singapore Exchange Securities Trading Limited (SGX-ST) with a market capitalisation of S$13.5 billion as at 31 December 2022. It debuted on SGX-ST as CapitaLand Mall Trust in July 2002 and was renamed CICT in November 2020 following the merger with CapitaLand Commercial Trust (CCT).
Looking at the FY 2022 results the NPI is up 9.7% and achieved an increased of DPU from 10.40 to 10.58 cents. It looks like the rental income is improving!
The NPI is up 11.3% to 276.3m and occupancy rate % has improved from 95.8 to 96.2.
The gearing is slightly from 40.90 to 40.40%.
The Average WALE is 3.7 years.
The Top 10 tenants are RC Hotels (Pte) Ltd, WeWork Singapore, GIC Private Limited, NTUC Enterprise Co-Operative Ltd & Temasek Holdings etc.
Total Property value is about 24.2 billion of which is the Biggest reit counter listed on the Local Singapore Exchange.
NAV is about 2.116.
Yearly dividend of about 10.58, Yield is about 5.6%(based on current price of 1.89).
I think gd pivot entry point is back!
Please dyodd.
Looks like she has managed to bounce-off from the low of 3.59 and rises higher to close well at 3.81, looks rather interesting!
Short term wise I think she may rise up to test 3.90. If it cannot stay above 4.00 then high chance it may roll down again!
Let's monitor and see how it turns out!
Results is due on 11th August.
Pls dyodd.
Indeed, she has come down to cover the Gap at 3.59. Looks rather interesting!
I think high probability we may see a rebound!
At 3.59, yield is about 4.73%. I think yield is quite decent! To get 5% yield, we will need to wait for 3.40 to come back!
Please dyodd.
Wah, looks like she is falling down to test 3.75 level soon!
If 3.75 cannot hold, next , she might be going down to fill the Gap at 3.59.
Please dyodd.
Wilmar International Limited, founded in 1991 and headquartered in Singapore, is today Asia’s leading agribusiness group. Wilmar is ranked amongst the largest listed companies by market capitalisation on the Singapore Exchange.
At the core of Wilmar’s strategy is an integrated agribusiness model that encompasses the entire value chain of the agricultural commodity business, from cultivation and milling of palm oil and sugarcane, to processing, branding and distribution of a wide range of edible food products in consumer, medium and bulk packaging, animal feeds and industrial agri-products such as oleochemicals and biodiesel. It has over 500 manufacturing plants and an extensive distribution network covering China, India, Indonesia and some 50 other countries and regions. Through scale, integration and the logistical advantages of its business model, Wilmar is able to extract margins at every step of the value chain, thereby reaping operational synergies and cost efficiencies.
Supported by a multinational workforce of about 100,000 people, Wilmar embraces sustainability in its global operations, supply chain and communities.
From its humble beginnings, Wilmar has today become a global leader in processing and merchandising of edible oils, oilseed crushing, sugar merchandising, milling and refining, production of oleochemicals, specialty fats, palm biodiesel, flour milling, rice milling and consumer pack oils:
Indeed, she has managed to rise up to reclaim 14.55 and rises higher to close at 15.18, looks rather bullish!
Short term wise, I think likely to conquer 15.23 and rises up further to test 16.00 then 16.38.
Not a call to buy or sell!
Please dyodd.
She has continued to retreat lower and trading at 14.53!
I think she will need to reclaim the pivot low/support at 14.55! If not, would be quite negative!
Yield is 5.16% at 14.53.
She is due to report her 1st half year results on 4th August.
Please dyodd.
Chart wise looks like it has formed the base and hopefully, she can rise up to reclaim 15.05.
Yield is about 5.03% at 14.90 looks quite a decent yield level.
Not a call to buy or sell!
Pls dyodd.
Venture Corporation Limited was formed in 1989 as an electronic services provider after the merger of three companies. With over three decades of consistent growth and 12,000-strong today, the Group is a leading provider of technology services, products and solutions, with established capabilities spanning innovation, design and development, product and process engineering, design for manufacturability and supply chain management in diverse technology domains.
Headquartered in Singapore, the Group comprises more than 30 companies worldwide with Centres of Excellence in Southeast Asia, Northeast Asia, America and Europe.
The Group is well-known for its deep know-how and expertise in various technology domains. These include life science, genomics, molecular diagnostics, medical devices and equipment, healthcare, luxury lifestyle and wellness technology, test and measurement technology instrumentation, networking and communications, advanced industrial as well as computing, printing and imaging technology.
Yearly dividend of 0.75. Yield is 5% at the current price of 14.97.
It is hovering near the support at 14.96, looks rather interesting!
US tech seem ti have turned into bullish mode! Hopefully, local tech counter may likely follow!
Chart wise, the price has been driven to an oversold territory!
A technical rebound is going to happen any moment!
If it can rise up to reclaim 16.50 and cover the Gap at 17.00 than we may see a nice reversal price patterns!
Pls dyodd.
Results will be out on 3rd August 2023 AM, dividend is coming!
Chart wise, likely to retest 0.62 again!
A nice crossing over would likely push the price higher towards 0.655.
Pls dyodd.
Some snacks from Japan:
Hokkaido Cheese biscuits.
Milk chocolate biscuits.
Various types of snacks.
Strawberry cake.
Butter cookies.
Rice cookies.
Custard cookies.
Lai ah, jiak! Nom Nom!
Steam boat.
Chart wise, closed well at 0.62, looks rather bullish!
Likely to rise up to test 0.65.
Pls dyodd.
She is hovering near the 0.61 price level looks rather positive and may likely cross over smoothly!
Next, we can see her rising up to test 0.645-0.655.
Pls add dyodd.
Wah, breakout of 0.60 , awesome!
Short term wise, I think she is rising up to test 0.65 then 0.70-0.71.
Huat ah! Please dyodd.
Chart wise, bullish mode!
A nice breaking out of 0.595 plus high volume she may likely rise up to test 0.65.
Yearly dividend of 5.22 cents. Yield is 8.8%. Low gearing, wale is 6.9 years. I think it is trading at a great value price level of 0.59.
Not a call to buy or sell!
Pls dyodd.
Daiwa House Logistics Trust (DHLT) is a Singapore real estate investment trust (REIT) listed on the Singapore Exchange Securities Trading Limited (SGX-ST). The REIT is established with the investment strategy of principally investing, directly or indirectly, in a portfolio of income-producing logistics and industrial real estate assets located across Asia. DHLT’s investment focus will be to invest in logistics and industrial real estate assets in Asia, in particular, within Japan as well as in the ASEAN region.
DHLT’s key objectives are to provide Unitholders with regular and stable distributions, and to achieve long-term growth in DPU and net asset value per Unit, while maintaining an optimal capital structure and strengthening the portfolio in scale and quality.
DHLT is managed by Daiwa House Asset Management Asia Pte. Ltd., a wholly-owned subsidiary of the Sponsor, Daiwa House Industry Co., Ltd., a leading real estate player in Japan.
Occupancy % rate of 98.6. Gearing 36.2%. Wale 6.9 years. First quarter Distributable Income increased 2.5% to 9.1m.
Yearly dividend of 5.22 cents( half yearly basis ) . Yield is 9% base on current price of 0.58.
NAV of 0.77 .
It looks like a gem for this Logistics reit focusing in Japan of which was being sold down due to high interest rate situation.
I think gd value is presenting at the current price level!
Pls dyodd.
