Chart wise, she has managed to bounce-off from the low of 2.10 and closed higher at 2.19 looks rather positive!
At 2.19, yield is about 6.05% for this index reit counter looks rather attractive!
With rate paused for November this may help to support the price from falling further!
Gearing is below 40%.
NAV 1.88.
Not a call to buy or sell!
Please dyodd.
NetLink NBN Tr - 2nd quarter results is out! Gross Revenue is u0 2.9% to 205.3m. Net profit is down 3.1% to 52.88m. Interim dividend is up 1.1% to 2.65 cents .
I think results is almost flat.
Net gearing is 21.5%.
XD 16 Nov.
At 84 cents, yield is about 6.3%.
I think the results is not bad!
Please dyodd.
I think good price is here! Yield is of about 6.1% at 0.855. This is even much higher than Singapore Government Bond of 3.16%. THIS counter is like FD account which is consistently paying out dividend of 5.2 cents annually. I think opportunity is back!
Please dyodd.
NetLink NBN Trust - 1st quarter update is out, Net profit is up 2.1percent to 28.2m, total Revenue is up 6.2 percent to 103.9m.
Yearly dividendis about 5.24 cents. Yield is 6.1% at 0.86.
I think the resultsis stable and yield is good
Please dyodd.
NetLink NBN Trust (the "Trust") was established in 2017 primarily for the purpose of owning all of the units of NetLink Trust ("NLT"), through which NetLink NBN Trust owns the only nationwide fibre network supporting Singapore's Nationwide Broadband Network ("NBN").
NLT designs, builds, owns and operates the passive fibre network infrastructure of Singapore’s NBN. An initiative led by the Singapore government, the NBN aims to enhance the competitiveness of the economy through nationwide ultra-high-speed broadband access. By providing an open, wholesale access to our fibre network, telecommunication operators can focus on offering innovative products and services to consumers and businesses without incurring high fixed costs.
We offer primarily three types of end user connections:
(a) Residential
(b) Non-residential
(c) Non-Building Address Point (NBAP)
NetLink NBN Trust was listed on the Main Board of the Singapore Exchange Securities Trading Limited on 19 July 2017. It is a constituent of the FTSE ST Large & Mid Cap Index, FTSE ST Singapore Shariah Index and the MSCI Global Small Cap - Singapore Index.
The future of fibre is unlimited. With its capability to transmit an infinite amount of data at scalable speed, it is an ideal medium to support the unabated growth of the Internet of Things (IoT), 5G, cloud computing, autonomous driving, smart manufacturing, remote surgery and other digital applications.
NAV 0.675.
Yearly dividend of 5.2 cents.
Yield is 6%.
FY results for 2022.
Total Revenue increase 6.8% to 403m.
Final dividend of 2.62 cents is being declared!
Chart wise, it has corrected from 0.91 to close at 0.865 after ex.dividend seem like a gd entry pivot point!
Not a call to buy or sell!
Please dyodd
Frasers L&C Tr - 4th quarter results is out! Gross Revenue is down 0.8% to 212.8m. NpI is down 4% to 155.5m. DpU is down 6.6% to 3.52 cents, Financial costs is up 29.7% to 25m.
Gearing 30.2%. Fixed Loan rate of 77.2%.
Occupancy rate is 96%.
Rental reversion of +18%.
Full Year dpu is down 7.6% to 7.04 cents.
I think the weaker sets of Results is due to high financial costs and forex exchange loss.
Pls dyodd.
Today Ex.dividend of 2.268 cents. Nice quarterly dividend payout, Fantastic!
Chart wise, it has managed to bounce-off from 1.45 and closed higher at 1.49 looks rather interesting!
With rate hike most probably paused in November we may see some pressure taking off from reit financing cost and hopefully this might help to support the price at the current level!
I see great pivot point at current price level!
At 1.49, yield is about 6.05%.
Pls dyodd.
Half year results is out!
A beautiful sets of financial numbers that beat my expectations of dpu of 2.25 cents !
Gross Revenue is up 15% to 186.7m.
Dividend of 2.268 cents , XD 31 October.
I think is a gd sets of results!
Huat ah!
Pls dyodd.
At 1.45, estimating yearly dpu of 9.02 cents, yield is 6.22% I think great price is back!
NAV is 1.416.
I think good pivot point to watch will be at 1.41 which was the recent low!
Pls dyodd.
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:
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:
To be the preferred real estate partner of choice to customers requiring high quality logistics and distribution spaces in Asia-Pacific.
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!
Chart wise, she is gaining strength!
I think likely to rise up to test 96 cents again!
A nice breakout smoothly may likely see her rising up towards 1.00 and 1.03.
Pls dyodd.
30th October Update:
3Q 2023 gross profit increased 13% YOY, rose to 103% of 3Q 2019 pro forma gross profit
— Increase in revenue mitigated higher operating and financing costs
— 3.48 cents in DPS paid for 1 Jan 2023 to 13 Aug 2023, Advanced distribution of 0.701 cents was paid for the period 1 Jul 2023 to 13 Aug 2023
— gearing 35.2% with low effective borrowing cost of 2.4%
— 83% debt on fixed rate, with 50% hedged in foreign currency
Estimating a full year dividend of 6.08 cents.
At 92 cents, yield is about 6.6% plus the Gearing is low I think the company would be able to weather through this high interest rates environment!
I think current price seem a good yield level.
Not a call to buy or sell.
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.
