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Tuesday, July 23, 2024

Mapletree Log Tr - First Quarter results will be out today - 24th July after Trading hours. I think dpu likely lower as China side may see a lower revenue ! Estimating DPU of 2.18 cents! Pls dyodd.

 Mapletree Log Tr  - First Quarter results will be out today - 24th July after Trading hours. I think  dpu likely lower as China side may see a lower revenue !

 Estimating DPU of 2.18 cents! Pls dyodd.  






Lai ah, AGM is on 17th July 2024 at 2.30pm.1st quarter results will be out in 24th July , dividend is coming, awesome! She had a nice rebound yesterday, need a follow through to reverse this downtrend.



She may likely rise up ti test 1.40-1.42 level. A nice breakout smoothly may see her rising up further towards 1.50 - 1.51.

Pls dyodd.


  Mapletree Log Tr  - Today Pay day for dividend of 2.218 cents crediting to the bank account plus scrip share issued for those who opted to receive in share!



 AGM is on 17th July 2024 at Mapletree Business City Town at 2.30PM.

Chart wise, it looks like 1.29-1.30 is a good pivot point of support! 



Yield is about 6.74% at 1.32. NAV 1.37. Gearing belowv40%. I think good yield level to slowly accumulate for my mid holding! Pls dyodd. 


Mapletree Log Tr  - I think boat is back! Trading at 1.30 yield is a whopping 6.82 percent which is a very good yield level to consider! 




NAV 1.37, Gearing below 40 percent. Pls dyodd. 


  Mapletree Log Tr  - 4th quarter results is out! Gross Revenue is up 1.2 percent to 181m, NPI is up 0.6 percent to 155m, DPU is down 2.5 percent to 2.211 cents marginally due to enlarged no of unit base, rental reversion increased 2.9 percent,  gearing 38.9 percent which is quite healthy! I think the results is quite resilient! Pls dyodd. 





Occupancy rate 96%.

XD 2.211 cents on 7th May 

Pay date 26th June.

Fixed loan rate of 84%.

Do take note. 





NetLink NBN AGM - after attended the AGM , I am able to get some information how this company is being run by the group of management team! Stable and resilient business model that is able to generate sufficiently and healthy cash flow to maintain their yearly dividend paid out of 5.3 cents which was about 205m. Is pretty normal for their NAV to decrease as their assets like Fibre and Manholes will depreciate! More importantly, they are able to growth and generate healthy cash flow !

During AGM, you will know how the CEO, Chairman and CFO present themselves and see whether how much they know about their businesses! The most  crucial part is how they handle and reply those questions being raised by the shareholders!


 These are insightful information you wouldnt be able to know from their annual reports! Is important and meaningful for shareholders/investors to attend AGM and know the company is being run by the management team! You will be able to judge for yourself whether are they capable to run the company perhaps give you an idea whether is it worthwhile for one to invest!

NetLink NBN AGM - after attended the AGM , I am able to get some information how this company is being run by the group of management team! Stable and resilient business model that is able to generate sufficiently  and healthy cash flow to maintain their yearly dividend paid put of 5.3 cents which was about 205m. Is pretty normal for their NAV to decrease as their assets like Fibre and Manholes will depreciate! More importantly,  they are able to growth and generate healthy cash flow ! 

Y2025, dividend likely maintain the same as Y2024.

At 84.5 cents, yield is quite good at 6.27%. I would say this is one of the few dividend counter that is good to have for long term passive income consideration! Pls dyodd.

No food but drinks like hot coffee, tea and mineral water are provided! 


Their business review:



Key Focus for Y2025:


Financial numbers for Y2024:




 NetLink AGM - AGM is on 23rd July 2 PM. 1st quarter results update will be out on 2nd Aug 2024! Do take note! 

The meeting is located at :

Time - 2 PM

STEPHEN RIADY AUDITORIUM, NTUC CENTRE NO. 1 MARINA BOULEVARD, LEVEL 7 ONE MARINA BOULEVARD SINGAPORE 018989.





Here is the snapshot of the Q&A being submitted and received from the management!  These information might be quite helpful! 





1st July 2024 update:

 NetLink NBN Tr  - The company director bought 100000 share at 83 cents a few days ago which might be an indication the price is undervalued! 



Pls dyodd.  

 NetLink NBN Tr  - After XD, the price has corrected from 86.5 to close at 83.5 cents to cover the dividend payout of 2.65 cents, seems fairly reasonable!



 At 83.5 cents, yield is quite good at more than 6 pecent (yearly dividend of 5.3 cents) The one and only appointed Fibre installation and activation company! Pls dyodd.  


 NetLink NBN Tr  - The director bought 100000 share at 86.5 cents this might be telling usbthe share price is attractive! Pls dyodd.  

https://links.sgx.com/1.0.0/corporate-announcements/R6NT84CC031PFTNK/76ec06e00bb2febef18d46ae3fb720b6f447da7e11956140a00cce1580ef90d7


She may rise up to test 91.5 cents .


 NetLink NBN Tr  - 2nd Half results is out! Gross Revenue is up 1 percent to 206m. Net profit is down 8 percent to 50.3m due to higher finance costs etc!



 Healthy cash flow of 288.6m ! Dividend of 2.65 cents is 1.1 percent higher than last year 2.62 cents. 



The Group generated Net cash from Ops of 288.6m of which I think is sufficiently able cover the dividend payout annually at 206.5m. 

XD 29 May.

Pay date 12 June.

Yield is about 6.13% at 86.5 cents.

Pls dyodd. 


CapLand Ascott Tr - She is slowly gaining strength and most probably might conquer 92 cents and rises higher towards 95.5 cents! This Friday results will be out in the morning!Do take note!

 CapLand Ascott Tr  - She is slowly gaining strength and most probably might conquer 92 cents and rises higher towards 95.5 cents! Next, likely rises towards 1.01! 



 This Friday results will be out in the morning!Do take note! 


CapLand Ascott Tr  - She is slowly gaining strength and most probably might conquer 92 cents and rises higher towards 95.5 cents! Do take note! 


CapLand Ascott  - 1st Half Results will be out on 26th July AM, likely to see an increase in dpu! Estimating dpu of 3 cents! Yearly dividend of 6 cents, yield is a whopping 6.89 percent at 87 cents.


CLAIM Now 

Find out more here:Cheers to a great start!


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Win win situation for all. 

 NaV 1.15, Gearing below 40 percent, looks rather undervalued! Any rate cut indication would likely drive the price back above 1.00! 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.

CLAIM Now 

Find out more here:Cheers to a great start!


Receive rewards up to USD 3600*

Win win situation for all. 

Monday, July 22, 2024

AEM - Chart wise, bearish mode! She is heading down to test 1.60 than 1.50 and below! Pls dyodd.

AEM - Chart wise, bearish mode! She is heading down to test 1.60 than 1.50 and below! 



If 1.50 cannot hold,  we may see her drifting lower towards 1.30.

Pls dyodd. 

18th May 2024 : 

  AEM - Proposed Bonus Share issue! 1:100. For every 100 existing share , shareholders can het 1 share. Meaning,  shareholders need to hold 10000 share ro get 100 share! Share price likely go below 1.80! 


Do take note the book closure date is on 28th May 5pm.


Chart wise,  bearish mode!

Likely to go down to test 1.80. Breaking down of 1.80, she may go further down to 1.70-1.68. Next, 1.40 level.

TERP is about 1.82.

Pls dyodd. 

Claim Now

Find out more here:Cheers to a great start!


Receive rewards up to USD 3600*

Win win situation for all. 

Venture - I am waiting for her to conquer 15.05 and raises up towards 16.00! 1st Half results is on 6th Aug, interim dividend of 25 cents is coming! Awesome!

 Venture  - I am waiting for her to conquer 15.05 and raises up towards 16.00!



 1st Half results is on 6th Aug, interim dividend of 25 cents is coming! Awesome! 

16th July Update:

 Venture  - She is gaining strength and likely rise up to test 15.25 and 16.00.

Next, we will see her testing 16.50 when she has managed to cross over 16.00 smoothly!

 FIRST Half results will be out on 6th August,  interim dividend of 25 cents is coming,nice! 

Pls dyodd. 



Pls dyodd.


  Venture Corporation  - She has a Nice breakout yesterday at 14.75 and closed well at 14.80, this is rather bullish!



 Likely to continue to trend higher to test 15.25 than 16.00 and 16.50! Fantastic! 




Pls dyodd.  


 Venture  - She will need a nice breakout of 14.35 smoothly in order to rise further up to revisit 14.74. 



A nice breakout of 14.75 with ease would likely see her crossing over 15.00 resistance! Pls dyodd. 

First Half results will be out on 6th August 2024, interim dividend of 25 cents is coming! If the results is showing improvement in Gross Revenue and Net profit  I think price may rise higher! Do take note! 



 Venture  - She is consolidating! Likely to rise up to test 14.10 than 14.28.



A nice breakout of 14.28 plus good volume we may see her rising up towards 14.74. 

Pls dyodd.


  Venture  - Awesome! After went XD, she has manged to recover to cover the dividend amount of 50 cents,  looks like Bull is in control! 


Pls dyodd.

Fund are coming in to scoop up the share! 

https://links.sgx.com/1.0.0/corporate-announcements/HDHJH8P55C9PHOMU/0d41bfdaf054e81bfd99fba1bca87f8bbbab9bbdd42880a48d90c5cbc5fd7cc2



Pls dyodd. 


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.