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Thursday, February 8, 2024

Mapletree Log Tr - Scrip price offered is 1.524, which is higher than current market price of 1.51! Does it make sense to go for scrip! I would rather take cash and buy straight from market directly which is slightly cheaper.

Mapletree Log Tr  - Scrip price offered is 1.524, which is higher than current market price of 1.51! Does it make sense to go for scrip! O would rather take cash and buy straight from market directly which is slightly cheaper.  



Election period is from 9th Feb to 23 Feb. 

New share will be credited on 20th March.

At 1.51, Yield is about 6% for this index reit of which I think is a no-brainer opportunity! 

Pls dyodd. 



  Mapletree Log Tr  - Yesterday queueing to get some at 1.60 but didnt managed to get! At 1.61, yield is nice at 5.64%! Will try again on Monday! 



Pls dyodd.


Results will be out on 24th Jan after trading hours. Dividend is coming,  great!



Yield is about 5.5% at 1.63. I think is much better than kdc. 

Pls dyodd. 

Wah, gd news:

Mapletree Logistics Trust*

— Deepens Presence in India with Latest Acquisition of a newly completed modern Grade A warehouse with high quality building specifications

— 100% leased to a leading domestic 3PL operator with long lease of 8 years. 

Mapletree Log Tr (MLT) - Wah, today closed at 1.62 looks like Bull is in control! A nice crossing over of 1.62 smoothly we may likely see her rising up higher to test 1.73. Huat ah! 



CpI data will be released on 12th Dec. 

If the numbers are within expectations then it may bring cheers to the stocks market!

Pls dyodd.

Chart wise,  bullish mode!



Short term wise,  I think likely to rise to test 1.62! 

A nice breakout accompanied with good volume would likely see her rising up to test 1.70 to 1.73.

Pls dyodd.


One of the great opportunity from applying scrip using dividend to increase your no. Of share plus keep generating future dividend! You can also book an instant gain from the price difference of 1.58 less 1.437 ! 





Do remember last day to submit is 5PM 23rd November 2023.

I have mailed out ! Swee!


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:

  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! 


Wednesday, February 7, 2024

Keppel DC Reit - After Ex.dividend she has gone down to touch 1.60 and managed to bounce-off from this level and closed higher at 1.65, looks rather positive! Yield is about 5.5 percent at 1.65 looks like a good pivot point to consider! Do take note!

  Keppel DC Reit  -  After Ex.dividend she has gone down to touch 1.60 and managed to bounce-off from this level and closed higher at 1.65, looks rather positive! Yield is about 5.5 percent at 1.65 looks like a good pivot point to consider! Do take note!



If she can reclaim 1.71 level smoothly we may likely see her rising up further towards 1.78 level. 

Pls dyodd. 



KDC - Keppel DC Reit  - Indeed it has went down to touch 1.67 yesterday and bounce-off to close at 1.69 unchanged,  looks like bargain hunters has turned up to support! Do take note! 



I have nibbled a bit yesterday at 1.68. 

XD 2nd February.

Pls dyodd.


Update  : KDC (Keppel DC Reit) - Gapped down this morning and went down to touch 1.69, looks rather weak and may likely see her going down to test 1.66-1.67. 



Pls dyodd.

  Keppel DC Reit  - Results is out! Dpu decreased 16.1% ro 4.33 cents versus 5.165 cents.  NPI is down 9.1% to 117m, Distribution Income is down 18.5% to 76m. Gearing 37.4%.I think results is badly affected by the loss of rental income and higher Operations expenses and high financial costs that increases 43.5% to 28.5m.Cautious mode!  




Occupancy rate 98.3%.

XD 2nd February. 

I think the results is no good! 

I dont see any update about the DC rental update! 

Pls dyodd. 

Today opening price of 1.75 cents looks rather weak!

Likely to go down to test 1.67.


Tuesday, February 6, 2024

DBS - 4th quarter results is out! Net profit is up 2 percent to 2.39b , interim dividend increase to 54 cents from 48 cents last quarter! Bonus share issue of 1:10! Awesome!

DBS 4th quarter results is out! Net profit grew 2% to 2.39b. A 9% growth in Total Income to 5.01b from higher interest income and non- interest income resulted in a 7% increase before allowance to 2.8b. 



The board propose higher quarter dividend of 0.54 cents versus 0.48 cents last quarter.  Annual dividend of 2.16.



The board also propose a bonus share issue of 1 : 10. Ten existing share will be alloted 1 extra share . 

The TERP price is about 28.81.

So, foe every 1000 share, shareholders can get extra 100 share.

500 share can get 50 share.

I think great sets of financial nos.

XD 5th April. 

Pay date 19th April. 

Pls dyodd. 


Monday, February 5, 2024

Paragon REIT -2nd Half results is out!Dpu is of 2.6 cents I think is not bad! Gearing 30 percents, occupancy rate 98.1 percents. Gross revenue is up 3 percents to 145m, NPI is up 3.3 percent to 109m.

 Paragon REIT  -2nd Half results is out!Dpu is of 2.6 cents I think is not bad! Gearing 30 percents, occupancy rate 98.1 percents. Gross revenue is up 3 percents to 145m, NPI is up 3.3 percent to 109m.





XD 13th February. 

Pay date  22nd March. 

At 84 cents,  yield is about 5.9%. 

NAV 91 cents.

Pls dyodd. 


STI - Today across the board most of tge counters being sold down! As if , we are in the crisis! I think market overly reacted that Fed may not cut rate till May/June due to inflation hasnt really reached 2 percents and US economy is still positively growing!


STI - Today across the board most of the

counters being sold down! As if , we are in the crisis! I think market overly reacted that Fed may not cut rate till May/June due to inflation hasnt really reached 2 percents and US economy is still positively growing! 




STI broken down the support at 3140 turned resistance! Immediate support is at 3100. Next support is at 3060.

Pls dyodd.



 

Sunday, February 4, 2024

Dbs Bank - Gapped down this morning before results announcement on 7th February doesnt look good! Do take note!

 Dbs Bank - Gapped down this morning before results announcement on 7th February doesnt look good! Do take note!



short term wise,  likely to go down to test 31.60. Breaking down of 31.60 with high volume we may see her revisiting 31.00 again. 

Pls dyodd. 



DBS - She is showing sign of loosing momentum! Likely to go down to test 31.98 and below! Results is due on 7th February 2024.



Breaking down of 31.98 she may go lower to revisit 31.00.

Pls dyodd.

  Chart wise, neutral mode! 



You can see many overheads resistance ahead! I think the upwards movement is limited but downside is huge! 

NAV 21.85. P/B 1.5x is above the average historical price.

If you are looking to consider this counter at the current price level,  do take note! 

Pls dyodd.


 21 December 2023( Update) : DBS Bank - Chart wise,  bearish mode! I think needs patience to wait for the price patterns to stabilize and reverse before taking action to consider this counter due to nice quarterly dividend of 48 cents. While there is No guarantee that the dividend will stay at the current payout amount as it may get adjusted depending on the company earnings! Dont take for granted! Cautious mode! 



High probability she may go down to test 31.00 again! Breaking down of this level plus high volume we may likely see her drifting lower towards 30.30 than 30.00 and extension to 29 and below.

Pls dyodd.

TA wise, bearish mode!



The upwards potential is limited at 32.00 (20 days moving average) or 32.80 ( 50 days moving average).

The downside is greater if the recent low of 31.01 has been broken down and we may see her slidling down further towards 30.30 than 30.00 with extensin to 28.00.

Pls dyodd.

She is trading below 31.49 support turn resistance doesn't look good!



Likely to breakdown 31.00 and go down to 30.50 Than 30.30. 

Pls dyodd. 

Cautious mode!



She has broken down the recent low of 31.49 seem rather Negative and this bearish trend may continue to go further down to test 30.50 than 30.30/30.00.

Pls dyodd.

High probability she may test 31.49 again! Breaking down plus high volume we may see her going further down to test 30.86 than 30.30.



Pls dyodd.  

Chart wise bearish mode!

I think is good to monitor and see if see is going down to retest 31.49.



Breaking down 31.49 plus high volume would be rather Negative and we may see her going further down to test 30.86 and below.

Pls dyodd.

 Low can Go Lower!

Cheap can become even cheaper!

 I Think Don't depend too much on the dividend which might not be guaranteed!

Rate cut might be happening next year!



Chart wise, bearish mode!

High chance it may go down to test 30.86 than 30.30 and 29.90.

Pls dyodd.


Chart wise,  bearish mode!



If 32.87 cannot hold,  then we may see her going further down to test 32.00 than 31.98 with extension to 30.30.

Pls dyodd.

 I think price is holding up well and may retest 34.55 due to dividend of 0.48.

Please dyodd.



Impressive set of financial numbers for 2nd quarter 2023.





DBS - She is showing sign of loosing momentum! Likely to go down to test 31.98 and below! Results is due on 7th February 2024.



Breaking down of 31.98 we may see her drifting lower towards 31.00.

Pls dyodd.


Net profit increase 48% to a record earnings of 2.69b as total net income crosses 5b.



Declared interim dividend of 0 48. Versus 0.42 last quarter. Awesome. 

XD 11 August.  Pay date 24 August.


EPS increase 4.02% from 2.80 to 4.15.

NAV also increase 21% from 20.78 to 21.85.

Fantastic! I think price may gap up !



Hopefully,  it may stay above 34.00 with this stellar sets of financial results!

Please dyodd.