MLT - Mapletree Log Tr : She is rising up to revisit 1.40 soon! Pls dyodd.

 Scrip offered price of 1.322.

Will you take up this offer?

The current price is 1.36.

Pls dyodd.

https://links.sgx.com/1.0.0/corporate-announcements/RV38H13ZLIX3NAJT/68c6bf0b51e37bcd5fdc5d9c19c9e425ea6631b7878ecef89e1ce89e882f70ab

MLT - Mapletree Log Tr  : She is rising up to revisit 1.40 soon! 

Pls dyodd. 

 I think the recent poor share price performance is fundamentally driven by market and macro factors and is not solely attributable to MLT.

  Mapletree Log Tr  - Wah, she is on a continuous selling down pressure! At 1.34, yield is a whopping 6.74 percent looks like a crisis price! NAV 1.39, Gearing below 40 percent.  Looks like super oversold!  

Chart wise,  it may go down to test 1.30 than 1.25.

Pls dyodd.

At current price looks like market is 

 

 MLT(Mapletree Log Tr) - The rebound was short-lived as the cPI data is still staying above 3 percent and Fed may not cut interest rate in June causes the selling down again plus ME tensions! 

I think great price is here as she is trading at 1.42 yielding 6.35 percent for this giant logistics reit counter which is a very good yield level. Pls dyodd. 

Mapletree Log Tr  - Awesome! She is  back to 1.51. A nice breakout smoothly plus high volume would likely see her rising up towards 1.55 and above. Yield is preety good at 5.98 percent at current price of 1.51. 

Crossing over 1.55 we may see her testing 1.63. 

Do take note! 

 Mapletree Log Tr  - Results will be out before end April,  dividend is coming! I think great price is back, dont miss out! Pls dyodd. 

At 1.49, yield is about 6.06%.

Certainly it is a very nice yield level for me. 

Mapletree Log Tr  - Scrip share will be credited tomorrow 20th March.  It is cheaper to get from the market at 1.42.

 GSS is here! Huat for those who are taking this opportunity to accumulate! Pls dyodd.  

 Just received the letter for the scrip offered at 1.524 per share.

I have nibbled a bit at 1.51 today! 

Most probably  I will skip and take cash instead!

Last day to submit is on 23rd Feb 5pm. 

Do take note!

At 1.51, yield is about 6%. I think is a great yield level for me.

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! 

Olam Group - She has went ex.dividend last Friday and price corrected down 3 cents to close at 1.17, looks like Bull is still in control! Likely to continue to rise up to reclaim 1.23! Pls dyodd.

 Olam Group - She has went ex.dividend last Friday and price corrected down 3 cents to close at 1.17, looks like Bull is still in control! Likely to continue to rise up to reclaim 1.23!

The company has again started to buy back share. 

 Pls dyodd. 

   Olam Group  - Chart wise,  bullish mode! She is looking great to retest 1.23 again! A nice breakout smoothly may see her rising up further towards 1.30 level! Pls dyodd. 

Nice handling out during AGM on 25th April - Thursday at 2pm.

Olam Group  - Nice Breakout at 1.08! She is looking great to rise up to test 1.20 the next resistance level! Pls dyodd.  

 Olam Group  - Chart wise,  she will need to cross over 1.08 in order to rise up towards 1.20 and above! Cutting price of 1.02, yield is a whopping 6.86 percent of which is a very good yield level. 

The compnay just bought back 750k share at 1.02, looks like current price is undervalued! Pls dyodd.  

Olam Group  - Chart wise,  gaining strength! Likely to rise up to retest 1.08 again!

 A nice breakout smoothly plus high volume would likely drive the price higher towards 1.20 and above! Yield is quite attractive at 6.8 percent. Pls dyodd. 

 Olam Group  - Another TH baby! Chart wise, bullish mode! Likely to test 1.10 than 1.20 and 1.29. Final dividend of 4 cents, yield is about 6.9 percent at 1.02! Do take note! 

The company just started buying back share today at 0.9906 for 376,500 share. 

XD 3rd May. 

Pay date 13th May.

Seem like the share has been overly beaten down due to the court case saga!

Look at Wilmar price also has been pressed down due to quite similar situation. Pls dyodd. 

Venture - 1st quarter results is out! 1ST QUARTER NET profit of S$60.1m Versus 73.6 million last year.

 1ST QUARTER NET profit of S$60.1m  Versus 73.6 million last year.

Meanwhile, its Q1 revenue stood at S$666.7 million, 18.9 per cent lower than the S$821.7 million.

Cash on hands of 1.19b.

Zero debts. 

Business outlook:

The company is targeting for revenue to improve on a sequential basis from 1st quarter to 2nd quarter.  And expected revenue to be much higher in 2nd Half of 2024 versus 1st Half of 2024. 

XD 50 cents on 7th May 2024. 

Pay date 21st May 2024. 

Kep Infra Tr - 1st quarter results is out! Distribution Income is down 28.1% yoy, but would increase by 29% y-o-y to $66.8m, after adjusting for one-offs. Gearing 41.1% which is very high! Pls dyodd.

 1st quarter results update is out.

Adjusted EBITA up 3.8% yoy to $130.7m with nee contribution from German solar Portfolio.

 Distribution Income is down 28.1% yoy, but would increase by 29% y-o-y to $66.8m, after adjusting for one-offs.

Gearing 41.1% with 82% debt in fixed hedge.

Cash on hands is about 422m versus total borrowings of 2741.5m.

Gearing is above 40% doesn't look good. 

Plus new acquisition again, likely push the gearing higher.  I think is a great concerned for having such a high gearing!

Pls dyodd. 

 Collected a few rounds of dividend after entering this counter when they are offering PO at 46.9 cents for new acquisition or paring down the debts.  

Sold off at 49.5 cents with very nice dividend collected!

Will await for next opportunity!

Most probably I will deploy into 9ci.

Pls dyodd.

After Ex.dividend,  she has went down to touch 45.5 cents and is now slowly recovering! Looks rather bullish and she may rise up to test 50 cents again! 

Next resistance is at 52 cents. 

Pls dyodd.  

  Indeed, it has risen up to test 50 cents and close lower at 46 cents after went Ex.dividend 2 days ago, looks like good price is back! 

Yield is about 8.4% at 46 cents.

Please dyodd.

Fantastic! Price Gap up and closed +4.5 cents to close at 48.5 cents  looks rather positive! 

I think likely to rise up to test 50 than 52 cents.

XD 9 November.  Pay date 20 November. I think cash 

Flow is good pay out so fast! 

Please dyodd. 

WOW! It come with a big surprise! Dont really expect a special dividend cum interim dividend for 9th months results update,  Fantastic! 

Total distribution income is up 93% to 266.1m.

DpU is up 82.5% to 5.23 cents versus 2.865 cents last year. 

 Awesome! 

Special dividend of 2.33 cents plus interim of 0.97 cents . Total 3.27 cents . Solid!

XD 9 November.  Pay date 20th November. 

Gearing 36.8%.

I think the results is very good!

Not a call to buy or sell!

Pls dyodd.

Yearly dividend is about 3.86 cents. 

Yield is about 8.3%. 

Chart wise, a long and bullish pin bar appearing on the chart yesterday,  looks like Bull is in control as she has managed to bounced off from 44 cents to close at 46.5 cents looks rather positive!

Short term term, let's monitor and see if she can rise up to reclaim 50 cents! 

Please dyodd.

Results is out!

Distribution income is up 51% to 132.8m.

Dividend increase 1% to 1.93 cents.

XD 2nd August.  Pay date 11 August. 

 First Half results will be out on 26th July 2023, dividend is coming , awesome!

Wonder will there be any increase in dividend payout!

Yield is about 7.41% at 0.515.

Pls dyodd.

 Keppel Infrastructure Trust (KIT) is the largest diversified business trust listed in Singapore with approximately $7.3 billion in assets under management.

The Trust was constituted on 5 January 2007 under the laws of the Republic of Singapore and registered with the Monetary Authority of Singapore (registration number 2007001).

KIT’s portfolio comprises strategic businesses and assets in the three core segments of Energy Transition, Environmental Services, and Distribution & Storage. These businesses and assets provide essential products and services across a broad range of industries; and generate regular and resilient cash flows, with potential for growth that is supported by favourable long-term market dynamics and demand. This is in line with KIT’s long-term goal of delivering sustainable and growing returns to Unitholders, through a combination of recurring distributions and capital appreciation.

Keppel Infrastructure Fund Management Pte Ltd (KIFM) is the Trustee-Manager of KIT. KIFM is a wholly-owned subsidiary of Keppel Capital, a premier asset manager with a diversified portfolio in real estate, infrastructure, data centres and alternative assets in key global markets.

Keppel Infrastructure Holdings Pte. Ltd., a wholly-owned subsidiary of Keppel Corporation Limited, is the Sponsor of KIT.

Business: Sole producer and retailer of piped town gas, and green energy solutions provider
Customer: Approximately 886,000 residential, commercial and industrial customers

---

With a long heritage of 160 years as Singapore’s sole provider of piped town gas, City Gas has transformed into City Energy to provide innovative green energy solutions that meet the needs of a growing city. City Energy produces and distributes piped town gas safely and reliably to approximately 886,000 residents, commercial and industrial customers islandwide, while offering low-carbon, IoT-enabled home solutions and electric vehicle charging services through City Energy Life and City Energy Go. To reduce carbon emissions, City Energy is also exploring green hydrogen as part of town gas production.

City Energy’s facility in Singapore, Senoko Gasworks, has a production capacity of 1.6 million m3 per day. As the only facility producing town gas in Singapore, Senoko Gasworks generates town gas using three continuous reforming plants and five cyclic reforming plants, each with a production capacity of 200,000 m3 per day. The plants are equipped to use both natural gas and light virgin naphtha as feedstock. The town gas produced can either be stored in two spherical gasholders or sent out through the distribution network to customers. Every day, gas production is monitored, controlled and directed 24 hours a day from a central control room. At the heart of the central control room is a fully automated distribution control system. The computerised distribution control system enables the experienced plant controllers to operate, monitor and oversee the gas production and ancillary plant. 

Business: 2,310 tonnes/day waste incineration concession
Customer: NEA, Singapore’s national environment agency
Contract Terms: 15 years till 2024
Operations & Maintenance Operator: Keppel Seghers

---

Senoko Waste-to-Energy Plant (Senoko WTE Plant) is the third waste incineration plant built in Singapore and is one of four incineration plants currently operating. It was commissioned in 1992 with a land area of 7.5 ha.

Senoko WTE Plant is equipped with six incinerator-boiler units with two condensing turbine-generators offering a power generation capacity of 2 x 28 MW. Waste incineration is carried out at the plant 24 hours a day throughout the year.

Senoko WTE Plant underwent a flue gas treatment system upgrade in June 2012, which was completed within the contracted timeframe and budget, and with an accident-free safety record.

On 26 September 2014, the trust entered into an agreement with NEA to progressively increase the contracted incineration capacity of the plant by up to 10% from 2,100 tonnes per day to 2,310 tonnes per day between July 2015 and September 2016. The capacity payments from NEA were correspondingly increased with the completion of each incineration unit upgrade, with the sixth and final unit upgrade being completed with effect from 1 September 2016.

Following the decommissioning

of Ulu Pandan Incineration Plant by the Singapore government in August 2009, Senoko WTE Plant became the only waste incineration plant located in the northern part of Singapore. The plant is also the only waste incineration facility located outside of the Tuas area (which is in the western part of Singapore) and this positions it to serve the eastern, northern and central areas of the country.

Business: Industrial infrastructure business supplying key water treatment chemicals, industrial and specialty chemicals
Customer: Over 8,000 customers comprising municipals and blue-chip companies

---

Ixom is a leading industrial infrastructure business in Australia and New Zealand, that provides specialised source water, water and wastewater treatment solutions critical to a clean water supply. Ixom is also a supplier of essential chemical products and solutions for a range of industries.

In Australia, Ixom is the sole manufacturer and provider of liquefied chlorine, as well as the leading provider of manufactured caustic soda. The group is also one of the largest bulk and packaged chemical distribution businesses in Australia and New Zealand. The chemicals manufactured and distributed by Ixom are fundamental components used in a range of industries including the water treatment, dairy and agriculture, mining, construction and nickel refining sectors, most of which have favourable demand outlooks.

Ixom is supported by about 1,000 employees and its business is underpinned by the extensive scale and strategic locale of its assets, facilities and distribution network, which are in close proximity to key ports and customers. The locations of its assets and facilities allow Ixom to benefit from lower transportation costs, while ensuring reliability and timely delivery of its products and services to its customers in a safe manner.

Yearly dividend of 3.82 cents. 

Yield is about 7.7%.

Dividend payout half yearly basis of 1.91 cents.

Chart wise,  she is slowly rising up from 0.48 to close at 0.495, looks like it is gaining strength! 

If it can cross over 

0.505 smoothly plus gd volume that may likely rise further up to test 0.525.

Next resistance level is at 0.545.

Please dyodd.

NetLink NBN Tr - She is due to report her 2nd Half cum Full-year results on 16th May, dividend is coming! Awesome!

 NetLink NBN Tr  - She is due to report her 2nd Half cum Full-year results on 16th May, dividend is coming! Awesome! 

at 85.5 cents , yield is above 6% which is quite a good dividend yield level. 

Estimating the final dividend of 2.65 cents same as the interim dividend. 

Not a call to buy or sell! Pls dyodd. 

NetLink NBN Tr  - She is trading at 85 cents,  yield is pretty high at 6.23 percent! Stable revenue plus nice net profit plus consistency in dividend paying out which is a great counter for fixed income dividend consideration.

Pls dyodd.

NetLink NBN Tr  - Chart wise,  she is gaining momentum likely to breakout 86 cents and rises higher towards 88 than 91 cents.

Yield is more than 6.1 percent I think is a great yield level as compared to FD!

FY results cum Final dividend in May. 

Pls dyodd.  

  NetLink NBN Tr  - 9th Month Business Update! Gross Revenue is up 3.2 percent to 309m. Net profit is up 4 percent to 85m. Healthy Cash flow! Awesome!

Yearly dividend of 5.3 cents.

At 85 cents, Yield is about 6.23%.

This one no-brainer strategy!

Pls dyodd. 

Chart wise,  bullish mode!

Short term wise,  I think she is rising up to reclaim 86 cents ! A nice breakout smoothly plus good volume that may likely see her rising up towards 88 than 91 cents! Pls dyodd.

 At 83.5 cents,  yield is of 6.35% for this dividend counter of which I think is a great opportunity to take note of! 

XD 16th November 2023. Yearly dividend is 5.3 cents. 

Not a call to buy or sell!

Pls 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 Cpt Tr - This is One of the Rare local retail mall reit that you wouldn't want to miss out! Yielding 5.56 percent which is a great idea for dividend play portfolio! She is going xd on 3rd May, opportunity is back! Pls dyodd.

 Frasers Cpt Tr  - This is One of the Rare local retail mall reit that you wouldn't want to miss out! Yielding 5.56 percent which is a great idea for dividend play portfolio! She is going xd on 3rd May, opportunity is back!

 Pls dyodd. 

 Frasers Cpt Tr - 1st Half Results is out! Gross Revenue is up 2.9 percent to 172.2m, NPI is up 2.1 percent to124.6m. Gearing 38.8 percent.  DPU is down 1.8 percent to 6.022 cents, results is not bad! 

XD 3rd May for balance dividend on 1.772 cents due advance payment of 4.25 cents for PP.

Pay date 30th May.

Occupancy rate 99.9%.

Hopefully,  the AEI going to be completed in September at Tampines 1 may help to boost their Gross revenue. 

Pls dyodd.