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Wednesday, October 11, 2023

Mapletree Log Trust - Great price is here for this giant logistics reit yielding about 5.63%.

 Nibbled a bit at 1.60!

Results is due on 24th October,  estimating dpu of 2.26 cents. 




Yield is about 5.63% estimating yearly dividend of 9.02 cents. 

Pls dyodd.


I think sales is still on! 



This is one of the giant index logistics reit that has been expanding their assets and consistently increasing the dpu! 

Please dyodd.

 Closed at 1.64 after went ex.dividend looks like gd price is back!



At 1.64 , yield is about 5.5% which is quite a gd yield level for this blue chips index reit. 

Chart wise,  A nice pivot point is at 1.60 - 1.63.

Not a call to buy or sell!

Please dyodd.

 XD 1st August,  2.037 cents dividend.  

Price is down 3 cents to 1.70.

I think profit taking before going Xd.

Heng  ah, I have locked in kopi money this morning at 1.74.

Pls dyodd.


 Distribution income increased 3.1% to 112m.



Dpu increased 0.1% to 2.271 cents.

Occupancy rate 97.1%.

4.1 % rental reversions.

I think the results is not bad at least dpu is still up a little bit.

 


The power of CD! 

She is gaining strength and likely rise up to reclaim 1.75.

 Indeed, she has managed to reclaim 1.67 and rises higher to touch 1.71 looks rather bullish!



Likely to rise up further to test 1.75 and above.

Please dyodd.

Mapletree Logistics Trust (“MLT”) is Singapore’s first Asia-focused logistics real estate investment trust. Listed on the Singapore Exchange Securities Trading Limited in 2005, MLT invests in a diversified portfolio of quality, well-located, income producing logistics real estate in Singapore, Hong Kong SAR, Japan, China, Australia, South Korea, Malaysia, Vietnam and India.




The Manager, Mapletree Logistics Trust Management Ltd., is committed to providing Unitholders with competitive


total returns through the following strategies:

  1. optimising organic growth and hence, property yield from the existing portfolio; 
  2. making yield accretive acquisitions of good quality logistics properties; and
  3. managing capital to maintain MLT’s strong balance sheet and provide financial flexibility for growth.
Recent acquisition of 6 logistics assets in Japan and a logistics assets in Korea.  


Portfolio Overview



Our properties, built to modern building specifications, are strategically located near to major expressways and established logistics clusters in nine geographic markets across Asia Pacific.

The Manager, Mapletree Logistics Trust Management Ltd., is committed to providing Unitholders with competitive total returns through the following strategies:

  1. optimising organic growth and hence, property yield from the existing portfolio; 
  2. making yield accretive acquisitions of good quality logistics properties; and
  3. managing capital to maintain MLT’s strong balance sheet and provide financial flexibility for growth.

Our Vision

To be the preferred real estate partner of choice to customers requiring high quality logistics and distribution spaces in Asia-Pacific. 

Our Mission

To provide Unitholders with competitive total returns through regular distributions and growth in asset value. 

As a REIT established in Singapore, MLT is constituted by the Trust Deed. A copy of the Trust Deed can be inspected at the registered office of the Manager,which is located at 10 Pasir Panjang Road, #13-01 Mapletree Business City, Singapore 117438, subject to prior appointment.

 TA wise, she is still quite weak! 

Need to reclaim 1.67 in order to reverse this


 downtrend and rises higher!

Yearly dpu of 9 cents, yield is 5.5% of which I think is quite good! 

Gearing is below 40%. Market cap is about 8.225b. 

Please dyodd.

She is rising up to test 1.67 soon. Now trading at 1.65 to 1.66 as of 12th July 1.12pm. Awesome! 


Tuesday, October 10, 2023

CapLand IntCom Tr - (C38U.SI) - Wah, Nice rebound from 1.77 and touches 1.83 this morning looks like bull is in control!

 3rd quarter results update will be out on 26th Oct before trading commence!


Chart wise,  A nice white soldiers spotted on the chart yesterday looks like some buying activities!



Today it has managed to rise up to test 1.83 this momentum likely to continue!

Short term wise,  I think she may rise up to test 1.86 than 1.90 . Next, 1.97. 

Not a call to buy or sell!

Please dyodd.

Monday, October 9, 2023

CapitaLand Ascott Tr - Looks like gd price is here! Trading at 0.885 , yield is about 6%, gearing below 40% looks like a no-brainer strategy for this hospitality giant reit!

Indeed,  she has gone down to test 0.88.



I think likely to see a rebound from here!

nAV 1.138.

Yearly dividend of about 5.3 cents. 

Gearing 39%.

I think gd price is back! 

Pls dyodd. 


Chart wise,  bearish mode!



The recent PO price of 1.025 is trading a great discount to the current price of 0.915! 

Those took up the PO is having paper loss.

But on the other hand, I think gd price is back! 

NAV is about 1.138.

Yearly dividend is about 5.3 cents.

I think Gearing is below 40%.

Immediate support is at 0.915.

Next support is at about 0.88.

Not a call to buy or sell!

Please dyodd.

Sunday, October 8, 2023

Tbills - Tbills for Oct (6 months) is opened for application from 5 Oct to 12 Oct Please take note!

 October Tbills is opened for application from 5 to 12 Oct. 

You may apply through local bank - Online/invest/more transactions  - Apply for Gov securities. Select Tbills. 



Total amount Offered is 5.4b.

Pls dyodd. 


Tbills min amount to apply is $1000.

I think there is a cap limit of 1m unlike Singapore Saving Bond that has a cap to $200k.

The latest 

Auction: BS23119H 6-Month T-bill (New)

Has achieved a cut off yield of 4.07% which is very good interest rate. 



Usually, I will opt for non-competitive application as it is kind of gurantee without having to bid for your preferred interest of lets says 3.2% then you will not be able to secure for the medium cut off interest of 4.07%.

Application for non-competitive doesn't has to pay the $2 bank fee. I think same for competitive bid. 

For the next offer for Tbills you may check it out on via this web site. 

For individual investors

Check with the banks on the exact closing date for T-bills applications through the various channels.

For cash application: DBS/POSB, OCBC and UOB ATMs and internet banking portal.

For SRS application: Internet banking portal of your SRS Operator (DBS/POSB, OCBC, or UOB).

For CPFIS-OA application: You will need to submit an application via your CPFIS-OA agent banks (DBS/POSB, OCBC, or UOB). Application is restricted to your CPFIS-OA agent bank to facilitate the settlement process for SGS bonds and T-bills purchased under CPFIS-OA.

  • DBS/POSB: Apply through DBS/POSB's internet banking portal.
  • OCBC: Apply through OCBC’s internet banking portal or OCBC Digital application.
  • UOB: Apply for SGS bonds in person at any UOB branch. Apply for T-bills through UOB’s internet banking portal.

For CPFIS-SA application: You will need to submit an application via your CPFIS bond dealers (DBS/POSB, OCBC, or UOB).

  • DBS/POSB: Apply in person at any DBS/POSB branch.
  • OCBC: Apply through OCBC’s internet banking portal or OCBC Digital application.
  • UOB: Apply in person at any UOB branch.

Saturday, October 7, 2023

Genting Sing - Wow, she is trading at an interesting price level yielding 4.84% at 82.5 cents looks like a good pivot entry level!

Estimating yearly dividend of 4 cents , yield is quite good at 4.84% base on current price of 82.5 cents. 




Immediate support is at 79-80 cents.

Looks like current price range of 79 to 83 cents might be a good price level to accumulate.

Not a call to buy or sell!

Pls dyodd.

She has been driven to an super oversold territory!



A nice entry pivot point is around 0.83-0.835.

Let's monitor and wait for the right price to come !

Please dyodd.

Genting Sing  - After XD, she has corrected to 0.875 looks like good price is back! First Half results improved more than 100% to 276m. 

She is hovering near support turned resistance at 0.88. 

I think Final dividend may be increase from 2 cents to 2.5 cents . Together with interim dividend of 1.5 cents, total 4 cents dividend yield is about 4 6% at current price of 0.875.



Please dyodd.




  Genting Sing  - Results is out, net profit increase more than 100% to 276m vs 84m last year, dividend increase 50% to 1.5 cents.



EPS of 2.29 cents vs 0.7 cents last year. 



Healthy cash flow plus 3.4b cash on hands with net cash position,  solid.

I think good sets of financial numbers. 

Yearly dividend of 3.5 cents,  yield is 3.8%.

Not a call to buy or sell!

Please dyodd. 



GENTING SINGAPORE LIMITED (“GENTING SINGAPORE”) WAS INCORPORATED IN 1984 IN THE ISLE OF MAN. GENTING SINGAPORE WAS CONVERTED INTO A PUBLIC LIMITED COMPANY ON 20 MARCH 1987 AND LISTED ON THE MAIN BOARD OF THE SINGAPORE EXCHANGE SECURITIES TRADING LIMITED ON 12 DECEMBER 2005. ON 1 JUNE 2018, GENTING SINGAPORE TRANSFERRED ITS DOMICILE FROM ISLE OF MAN TO SINGAPORE.



Wednesday, October 4, 2023

Capland Ascott trust - Wah, I think gd price is back! At 0.915, yield is about 5.8% for this giant hospitality reit looks rather interesting!

 Chart wise,  bearish mode!



The recent PO price of 1.025 is trading a great discount to the current price of 0.915! 

Those took up the PO is having paper loss.

But on the other hand, I think gd price is back! 

NAV is about 1.138.

Yearly dividend is about 5.3 cents.

I think Gearing is below 40%.

Immediate support is at 0.915.

Next support is at about 0.88.

Not a call to buy or sell!

Please dyodd.