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Friday, December 29, 2023

Update : Daiwa Hse Log Tr - New Acquisition in Vietnam for 498 b approximately SGD 28m, dpu accretive of 1.9% mainly funded by borrowing! I think is a good expansion into Vietnam.

  Update  : Daiwa Hse Log Tr  - New Acquisition in Vietnam for 498 b approximately SGD 28m, dpu accretive of 1.9% mainly funded by borrowing! I think is a good expansion into Vietnam.  








The estimated dpu may increase from 5.22 cents to 5.319 cents.

Yield is about 8.12% at 65.5 cents.

Gearing increase from 36.2 to 38.2%.

Long WALE of 6.9 year.

Pls dyodd. 


Daiwa Hse Log  - She is moving up slowly and looking quite good to hit 65.5 cents. A nice breakout would likely see her rising up towards 71 cents!



Indeed,  she has managed to reclaim 62.5 cents,  fantastic!



Last Friday closed well at 64.5 cents looks rather positive and she may likely rise up towards 71 cents!

Pls dyodd.


Finally,  she is back to 62 cents. 



Chart wise, shw is gaining momentum and likely continue to rise higher to reclaim 62.5 than 65.5 with extension to 71 cents. 

Pls dyodd. 

Chart wise,  bullish mode!

Let's see if she can cross over 60 cents smoothly in order rise higher towards 62.5 than 65.5 cents.


IPO was 80 cents in 26 Nov 2021.

Pls dyodd. 


 She is gaining momentum!



Likely to cross over 57 cents and rises higher towards 59-60 cents and above!

Pls dyodd.

Chart wise,  bullish mode!

Short term wise,  I think she is rising up to test 59 cents than 62.5 cents!



Yearly dividend is of about 5.2 cents.

Yield is 9.12%.

Occupancy rate 100%.

Gearing below 40%.

Dpu likely increase!

Pls dyodd. 

Finally,  we have witnessed the whole reit sector is in the green today! This is probably due to the cpi data from US which was reported better than expected at 3.2%.



Overall good news for the market!

Hopefully,  Bank can drop more than we can see opportunity coming back! 

Pls dyodd.

 Daiwa Hse Log Trust  - A rare Logistics Trust in Japanese.

I think is a gems which is quite highly under-rated with yield of more than 9%, stable dpu of 5.2 cents , gearing below 40% plus long WALE! 

I think is a gd pivot point! 

At 53.5 cents, yield is 9.7%. 



Chart wise,  it has managed to bounce-off from 50 cents and closed well at 53.5 cents looks rather bullish!

Short term wise,  I think likely to rise up to test 56 cents than 59.5 cents.

Pls dyodd. 

Daiwa Hse Log Tr - 3rd quarter results is out! 






Gross Revenue  is up 4.8%  and NPI is up 3.9%. Distribution income is up 2.2% to SGD 27m. 

100 percent occupancy,  low gearing,  I think the results is good!

Estimating yearly dpu of 5.2 cents,  yield is 10% at current price of 52 cents.

Pls dyodd. 

Thursday, December 28, 2023

Daiwa Hse Log - She is moving up slowly and looking quite good to hit 65.5 cents. A nice breakout would likely see her rising up towards 71 cents!

 Daiwa Hse Log  - She is moving up slowly and looking quite good to hit 65.5 cents. A nice breakout would likely see her rising up towards 71 cents!



Indeed,  she has managed to reclaim 62.5 cents,  fantastic!



Last Friday closed well at 64.5 cents looks rather positive and she may likely rise up towards 71 cents!

Pls dyodd.


Finally,  she is back to 62 cents. 



Chart wise, shw is gaining momentum and likely continue to rise higher to reclaim 62.5 than 65.5 with extension to 71 cents. 

Pls dyodd. 

Chart wise,  bullish mode!

Let's see if she can cross over 60 cents smoothly in order rise higher towards 62.5 than 65.5 cents.


IPO was 80 cents in 26 Nov 2021.

Pls dyodd. 


 She is gaining momentum!



Likely to cross over 57 cents and rises higher towards 59-60 cents and above!

Pls dyodd.

Chart wise,  bullish mode!

Short term wise,  I think she is rising up to test 59 cents than 62.5 cents!



Yearly dividend is of about 5.2 cents.

Yield is 9.12%.

Occupancy rate 100%.

Gearing below 40%.

Dpu likely increase!

Pls dyodd. 

Finally,  we have witnessed the whole reit sector is in the green today! This is probably due to the cpi data from US which was reported better than expected at 3.2%.



Overall good news for the market!

Hopefully,  Bank can drop more than we can see opportunity coming back! 

Pls dyodd.

 Daiwa Hse Log Trust  - A rare Logistics Trust in Japanese.

I think is a gems which is quite highly under-rated with yield of more than 9%, stable dpu of 5.2 cents , gearing below 40% plus long WALE! 

I think is a gd pivot point! 

At 53.5 cents, yield is 9.7%. 



Chart wise,  it has managed to bounce-off from 50 cents and closed well at 53.5 cents looks rather bullish!

Short term wise,  I think likely to rise up to test 56 cents than 59.5 cents.

Pls dyodd. 

Daiwa Hse Log Tr - 3rd quarter results is out! 






Gross Revenue  is up 4.8%  and NPI is up 3.9%. Distribution income is up 2.2% to SGD 27m. 

100 percent occupancy,  low gearing,  I think the results is good!

Estimating yearly dpu of 5.2 cents,  yield is 10% at current price of 52 cents.

Pls dyodd. 

Wednesday, December 27, 2023

CapLand IntCom Tr - Nice breakout of 2.02 this morning, pathing the way for her to rise upbtobtest 2.09 ! Do take note!

Chart wise,  bullish mode!



Nice Breakout of 2.02 this morning! Likely to see her rising up to revisit 2.09! 

Pls dyodd .


 Quote: 

Temasek's Fullerton acquires 795,700 units in CICT at $1.9019 each.



Looks like they are seeing price trading at an attractive price level.

Likely to rise up to test 2.09 than 2.16.

Pls dyodd.


CapLand IntCom Tr - Fantastic! She has managed to cross over 1.91 smoothly and closed well at 2.01, this bullish momentum may likely continue to rise higher towards 2.09-2.10.



Huat ah!

Pls dyodd.

Hosey! She is going to Gap up and run away! 

Likely to cross over 1.91 smoothly and rises up towards 2.00 than 2.07.



Pls dyodd.

Fed Holds Rates Steady, Indicates Three Cuts Coming in 2024

The Federal Reserve on Wednesday held its key interest rate steady for the third straight time and set the table for multiple cuts to come in 2024 and beyond.

The Dow Jones industrial average hit its first record closing high since January 2022 and the S&P 500 and Nasdaq rallied more than 1% each on Wednesday after the Federal Reserve signaled that its interest rate-hiking policy is at an end and that it sees lower borrowing costs in 2024.


 When will she be able to overcome the resistance at 1.90! A nice breakout smoothly plus high volume would likely see her rising up to 1.95-1.97 than 2.07.



Pls dyodd. 


Looks like she may cross over the resistance at 1.90 any moment! 



Pathing way foe 1.95 than 2.00 with extension to 2.09.

Pls dyodd.


  Chart wise,  bullish mode!



Short term wise,  she may likely rise up to test 1.90 Tyan 1.95 with extension to 2.07-2.09.

Not a call to buy or sell!

Please dyodd.

It seems like it is having a temporary rebound as the volume is still low not so convincing!



Pls dyodd. 


At 1.69, yield is about 6.27% of which I think is quite a gd yield for this giant retail cum grade A office reit.




NAV 2.12.

3rd quarter Results update will be out on 26th October. 

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 First Quarter 2023 update is as follow:

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.


Tuesday, December 26, 2023

Update: VENTURE - Nice Breakout at 13.51 this morning, I think she is soaring higher towards 14.23 and beyond! Please take note!

  Update: VENTURE  - Nice Breakout at 13.51 this morning,  I think she is soaring higher towards 14.23. Next,  she may rise up to test 15.25. Please take note!



Pls dyodd. 


Chart wise,  bullish mode!



She has managed to stay above the 100 days MA and closed well at 13.30 looks like Bull is in control!

Short term wise,  She is likely to rise up to test 13.54 than 14.51 and 15.06.

At 13.30, yield is 5.63% for this blue chips counter which is a 

Pls dyodd. 


Yesterday,  closed well at 13.02 plus high volume Up 49 cents looks rather bullish!



I think likely to clear 13.15 and rises higher to 14 than 14.30 with extension to 16.38.

Pls dyodd.


Quote:

VENTURE Corporation said on Thursday (Nov 30) that its board of directors has established a share buyback plan to purchase up to 10 million ordinary shares of the company.

This plan was authorised by the board on Nov 29, following the approval of Venture’s shareholders of the share purchase mandate at the annual general meeting on Apr 27, the company said in a bourse filing.

Under the mandate, the company can buy up to about 14.5 million shares, which translates to 5 per cent of the total number of issued shares of the company as at the date of the mandate.


Solid! This company cash rich therefore is able to buy back share! Awesome!


Likely to see price rising up to test 13.30 soon!

I am Targeting it can reach 15 to 16 dollars.  


Pls dyodd.

21st November 2023:

 TA wise, she is gaining strength and likely rise up to reclaim 13.30.



A nice crossing over of 13.30 smoothly we may likely see her moving ip towards 14.25.

Pls dyodd. 

Chart wise,  bullish mode!

I think she may rise up to test 13.30.



A nice breakout smoothly plus high volume we may see her rising up to test 15.10 than 16.00 and 16.40.

Yearly Dividend is 0.75.

Yield is 5.88% at 12.88.

Pls dyodd. 


TA wise, bullish mode!

This morning she has manged to cross over the resistance level at 12.50 plus good volume this is rather positive!



Short term wise,  I think likely to rise up to test 13.00 than 13.30 with extension to 14.00 than 14.36.

Not a call to buy or sell!

Pls dyodd. 





The recent 3rd quarter results is within expectations. 

9 months Net Profit is down 25.2% to 203.3m.

Net cash on hands increase to 956.5m.

I think cash per share is more than 3.00.




Prime USD Reit (OXMU.SI) - She is trending up nicely to test 28 than 30 cents and 33 cents! Looks like this bullish momentum will likely continue to prevail!

 Prime USD Reit (OXMU.SI) - She is trending up nicely to test 28 than 30 cents and 33 cents! Looks like this bullish momentum will likely continue to prevail! 



Pls dyodd.

 Finally,  we are seeing a nice reversal mode looking great to rise up further towards 23 than 25 and 30 cents.

Fantastic! 

Pls dyodd.  




 Chart wise,  bullish mode!



Prime USD Reit (OXMU.SI) - Wow! Looks like something is brewing! She has managed to recover from 12.8 cents to touch 18.5 cents seem like Buying interest is back with Full force, The Bull is back! 

A nice breakout of 20.5 cents woukd likely tise up towards 23 than 25 and 30 cents. 

Pls dyodd. 

 Nice breakout at 16.6 cents!



Trading at 18.2 cents plus good volume looks like Buying interest is back! 

I think rising up tobtest 20.5 cents soon! 

Pls dyodd.


Prime USD Reit ( ) - I think the worst is over for the US reit counter as we witnessing the bullish candlesticks appearing on the chart gearing towards a reversal trend! As US CPI came in at 3.2% much better than market expectations of 3.3% looks like rate hike may pause for December and this is rather positive for reit! Do take note! 

TA wise, bullish mode!



Short term wise,  I think likely to rise up to test 16.6 cents than 18 and 20.5 cents with extension to 26 cents. 

Please dyodd.

 Chart wise, bullish mode!



I think she may rise up to test 16.6 cents .

A nice breakout of 16.6 cents plus good volume i think likely to see her rising up further to tesr 18.8 cents , 20.5 cents than 26 cents.

Pls dyodd.

 Chart wise, she has managed to bounce-off from the low of 0.087 cents and closed well with 2 bullish candlesticks at 0.113 looks rather interesting! 



As reflected on the chart, the 2 bullish candlesticks accompanied with high volume looks rather positive as this signify Fund are flowing into this counter! 

Short term wise,  I think this bullish momentum will continue and likely push the price higher towards 0.14 than 0.166 , 0.188 and 0.255. 

NAV is about 0.70.

Yearly dividend is about 4.9 USD cents.

Yield is a whopping 44% at current price of 0.113.

Please take note 3rd quarter results update on 7th November 2023.

I think golden opportunity is here!

Not a call to buy or sell!

Pls dyodd.