CapitaLandInvest - She is gaining momentum likely to rise up to test 2.74!
Breaking out of 2.74 smoothly would likely see her rising up to 2.80 than 2.94.
Yearly dividend is about 12 cents.
Yield is about 4.44% at 2.70.
NAV is about 2.76.
Pls dyodd.
Tuesday, June 4, 2024
FCT: Frasers Cpt Tr - She is gaining strength likely to rise up tobtest 2.23 again! A nice crossing over with ease would likely see her rising up further towards 2.33. Pls dyodd.
FCT: Frasers Cpt Tr - She is gaining strength likely to rise up tobtest 2.23 again!
A nice crossing over with ease would likely see her rising up further towards 2.33. Pls dyodd.
FCT : Frasers Cpt Tr - She is holding up well at 2.18, likely to test 2.23 again!
Breaking out of 2.23 smoothly we may see her rising up further towards 2.33 level.
At 2.18, yield is about 5.5% for this rare retail mall reit cum index stocks counter of which I think is a gd counter to put in out portfolio!
Not a call to buy or sell!
Pls dyodd.
Monday, June 3, 2024
Keppel Infra Tr - They have completed the acquisition of the bus business in Australia looks like gearing likely rise up closer to 45 percent! No news about the rights issue likely not accretive! Pls dyodd.
Keppel Infra Tr - They have completed the acquisition of the bus business in Australia looks like gearing likely rise up closer to 45 percent! No news about the rights issue likely not accretive!
The acquisition is funded by 400m term loan.
Price likely remain weak.
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.
SATS - She is trending up nicely! Likely to test 2.87 than 2.94 and 3.00 ! Pls dyodd.
SATS - She is trending up nicely! Likely to test 2.87 than 2.94 and 3.00 !
Pls dyodd.
Gapped up this morning, fantastic!
Likely to rise up to test 2.94 again!
Pls dyodd.
SATS - FY results is out! Declared Final dividend of 1.5 cents, Awesome! Gross Revenue is up three-fold to 5.1b.
XD 24th July. Pay date 8th August.
Net profit of 56.4m reversing from last year net loss of 26.5m. Finally, they are back to profitable, Fantastic!
Quote: SATS is on an ambitious plan to increase revenue by about 60 per cent to $8 billion over the next four years, as it works to build on its sterling set of full-year results that exceeded expectations.
“We have a clear strategy for each of the group’s business lines, and we have a strong operating platform from which to do it.”
These are growing revenue to underpin sustained business growth; driving operating leverage through better cost efficiency and productivity; rationalising its portfolio; repaying debt while optimising cash flow; as well as returning value to shareholders.
Mr Mok summarised this as Sats’ 3Rs: repay loans, re-invest in capital expenditure and resume dividends. On that last point, the group declared a final dividend of 1.5 cents per share for the full year to March 31.
Not a call to buy or sell!
Pls dyodd.
Sunday, June 2, 2024
SingTel - She is gaining strength, likely to cross over 2.50 and rises to cover the Gapped at 2.52. Likely continue to trend higher! The power of dividend!Pls dyodd!
SingTel - She is gaining strength, likely to cross over 2.50 and rises to cover the Gapped at 2.52. Likely continue to trend higher!
Beyond 2.52, next, she may rise up to 2.55 than 2.65.
The power of dividend!
Pls dyodd!
SingTel - Halted! Good news! ANOTHER unlocking shareholders value! Likely to see a boost for divestment gains and declare as Special dividend! Huat ah! Pls dyodd.
SingTel - Chart wise, bullish mode! A nice breakout of 2.46 smoothly would likely see her rising up towards 2.55 soon! Yield is more than 6 percent for FY dividend of 15 cents, seem good!
Pls dyodd.
SingTel - FY results is out! Underlying net profit is up 10 percent to 2.28b.Net profit is down 64 pecent to 795m due to non-cash impairment provision! Dividend is up 52 percents to 15 cents for Y 2023 , solid.
Final dividend of 6 cents. Plus 3.8 cents realization value gain. Will be paid out in Aug and December 2024.
Strong balance sheet with Cash Balance of 4.68b.
XD 1st August.
Pay date 20th Aug.
Pls dyodd.
SingTel - Tomorrow she will be reporting her 1st Half results, likely to see a lower profit due to the provision of non-cash impairment of 3.1b. Hopefully, things will get sorted out!
Will they be maintaining the same dividend of 5.3 cents being paid out for last year!
Price will likely be under pressure due to the impending court case for Optus mobile in Australia.
Pls dyodd.
Saturday, June 1, 2024
CapLand Ascott - Great Sales is still on! Yielding more than 6 percent, Gearing below 40 percent, Price per book less than 1, looks pretty undervalue! Pls dyodd.
CapLand Ascott - Great Sales is still on! Yielding more than 6 percent, Gearing below 40 percent, Price per book less than 1, looks pretty undervalue!
Pls dyodd.
CapLand Ascott Tr - She is gaining strength! Likely to clear 91.5 cents and rises higher towards 95 cents soon!
Pls dyodd.
CapLand Ascott - She is gaining strength! Likely to cross over 91.5 cents smoothly and rises higher towards 95 cents and above! Previous PO price at 1.025.
Do take note!
CapLand Ascott - I think great price is here! At 89.5 cents, yield is more than 6 percent foe this giant hospitality reit seem trading at an undervalued price! Pls dyodd.
Nibbled a bit at 90.5 cents.
Not a call to buy or sell!
1st quarter gross profit for the first quarter ended March rose 15 per cent year on year, due to contributions from new properties and a stronger operating performance.
Gearing stood at 37.7 per cent, which its managers estimated to translate to about S$2 billion in debt headroom.
Its average interest rate stood at 3 per cent per year with an interest cover of 3.7 times and a weighted average debt to maturity of 3.9 years.
Occupancy rate is about 95%.
Estimating yearly dpu of 5.5 cents. At 90 cents, yield is about 6%.
I think is quite a good yield level!
Pls dyodd.
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