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Wednesday, May 8, 2024

AEM - 1st quarter results update is out!Results seem lousy!Gross Revenue is down 38.3 percent to 94m versus 152m last year. PROFIT before Tax is down 85.8 percent to 2.7m versus 19m. Profit margin is down 7.7 percent to 2.5 % versus 10.2%.

 AEM - 1st quarter results update is out!Results seem lousy!Gross Revenue is down 38.3 percent to 94m versus  152m last year. PROFIT before Tax is down 85.8 percent to 2.7m versus 19m. Profit margin is down 7.7 percent to 2.5 % versus 10.2%. 



The only consolation is Drbt/Equity ratio is of 0.3%. 



Is not a net cash position as it's cash on hands is 91m versus financial liability of 123.9m.

Pls dyodd. 


Tuesday, May 7, 2024

UOB - 2nd quarter results Net profit of 1.43B seem to be lowered than analysts expectations of 1.44b. Interim dividend of 88 cents.

 United Overseas Bank (UOB) reported on Thursday a 1% rise in net profit in the second quarter from a year earlier on the back of higher net fee income and a rebound in loan-related fees and wealth management fees.

UOB, which is also Southeast Asia's third-largest bank by assets, said its April-June net profit rose to S$1.43 billion ($1.07 billion) from S$1.42 billion a year earlier.

This was lower than the mean estimate of S$1.44 billion from four analysts polled by LSEG.

Interim dividend of 88 cents.




Pls dyodd. 

UOB - 1st quarter results update is out! Total Revenue is up 3 percent to 3523m.Net profit is up 5 percent yo 1566m. Net interest income is down 2 percent  to 2362m. I think result is not bad! 



The overall increased is due to  other non-interest income which was ip 32 percent to 581m. Without this income,  Net profit will be lowered than last year.

Pls dyodd. 




Sunday, May 5, 2024

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! 


Saturday, May 4, 2024

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. 

Friday, May 3, 2024

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.