NetLink NBN Tr - 1st quarter results update is out! Gross Revenue is down 2.9 percent to 100.9m .Net profit is down 9.1 percent to 25.7m. The results is so so!I think It wont affect the dividend payout!

 NetLink NBN Tr  - 1st quarter results update is out! Gross Revenue is down 2.9 percent to 100.9m .

Net profit is down 9.1 percent to 25.7m. The results is so so! It wont affect the dividend payout! 

23rd July 2024:

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. 

AEM - She has fallen down this morning may be due to Intel worst than expected results for fourth quarter, halt dividend paying out and cutting staff! Looks like opportunity is back! Pls dyodd!

 AEM - She has fallen down this morning may be due to Intel worst than expected results for fourth quarter, halt dividend paying out and cutting staff!

 Looks like opportunity is back! Pls dyodd!

23rd July 2024:

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. 

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CapitaLand Ascendas - She had a nice breakout today at 2.75 looks rather bullish and may likely continue to rise up further towards 2.83 than 2.90 and above!

 CapitaLand Ascendas  - She had a nice breakout today at 2.75 looks rather bullish and may likely continue to rise up further towards 2.83 than 2.90 and 2.97.

30th July 2024:

CapitaLand Ascendas - 1st Half Results is out! Gross Revenue is up 7.2 percent to 770m versus 718m.

NPI is up 3.9 percent to 528m. Distribution income is up 1 percent to 331m. 

Dpu is down marginally 2.5 percent due to larger no of units.  Comparing to last quarter Dpu is up 1.1 percent to 7.524 cents. I think results is not bad! 

XD 6th August.  

Paydate 2nd September. 

Dpu of 7.524 cents beat my expectations! Awesome! 

NAV 2.27. Gearing 37.8%.

ICR 3.7x.

Occupancy rate 92%.

 CapitaLand Ascendas - This evening 1st Half Results will be out! Estimating dpu of 7.4 to 7.5 cents. Crucial moment! 

A nice breakout of 2.75 decisively would certainly see her rising up further towards 2.83 than 2.97/3.00. Pls dyodd. 

17th July 2024:

 CapitaLand Ascendas REIT  - She had managed to bounce off from 2.56 and closed well at 2.72, coupled with high volume looks rather bullish and may likely continue to trend higher towards 2.85 and 2.97-3.00!

Huat ah! 

Pls dyodd. 

 CapitaLand Ascendas REIT  - Did you managed to catch it at 2.57 few days ago? 

Today she is trading at 2.74, a nice rebound! Likely to rise further up towards 2.83 and above! Pls dyodd. 

  CapitaLand Ascendas REIT  - Great price is here, dont miss out! At 2.57, yield is quite nice at about 5.8 percent for this Giant industrial cum Data Centres reit, under famous manager,  gearing below 40 percents plus index counter, I think golden opportunity to take a look at the current pivot price level! 

Results will be out on 30 July 2024, dividend is coming! 

Next Fed meeting is on 30 to 31 July. 

Pls dyodd. 

CapitaLand Ascendas REIT  - Wah, Great sales is here! At 2.63, yield is about 5.67 percent for this blue chips index reit counter of which I think is looking rather interesting! 

If 2.60 cannot hold then we may see her going down to revisit 2.47 that will provide me an opportunity to add!

Pls dyodd.   

CapitaLand Ascendas REIT  - I think gd reit is on sales! Yielding 5.5 percent,  a blue chips index reit is offering us a great opportunity to take a closer look at the current price of 2.70! Pls dyodd. 

CapitaLand Ascendas REIT  - I think GSS price is back! At 2.66, yield is about 5.6 percent for this industrial cum Data Centres reit plus a sti index component stocks and a giant, great opportunity to take a look! Dont miss out! 

Pls dyodd. 

 CapitaLand Ascendas REIT  - I think Great price snd GSS sales is here! Trading at 2.71, yield is about 5.5 percent of which I think is quite a good yield level! When interest rate started to come down she will not be trading at this kind of yield level! Pls dyodd. 

CapitaLand Ascendas REIT  - 2nd Half results os out! Gross Revenue is up 11% to 761m, NPI is up 4.6 percent to 641m, Distribution Income is down 1.9 percent to 326.9m. DPU is down 6.1 percent to 7.441 cents. 

Occupancy rate is 94.2%.

Positive rental reversion of 13.4%.

FY dpu is down 4% to 15.16 cents.

Gearing is 37.9%.

XD 8th February.  

Pay date 6th March. 

I think results is within expectations.  

I think not bad! 

Pls dyodd. 

Mapletree Ind Tr - A rate cut could be on the table as soon as September, if inflation continues to progress toward the Federal Reserve's 2% goal, Federal Reserve Chair Jerome Powell said at his post-monetary policy decision press conference. FREE dividend! Gd reit counters likely rally with this positive indication! Pls dyodd.

 Scrip price offered at 2.2209 anyone going for it! Election period from 13 to 26 August 2024. 

New share will be credited on 12th September 2024.

Mapletree Ind Tr  - quote: A rate cut could be on the table as soon as September, if inflation continues to progress toward the Federal Reserve's 2% goal, Federal Reserve Chair Jerome Powell said at his post-monetary policy decision press conference.

Chart wise,  bullish mode! 

She may rise up to retest 2.33. A nice breakout smoothly may likely see her testing 2.40 than 2.43 and 2.53.

 FREE dividend! Gd reit counters likely rally with this positive indication! Pls dyodd. 

Chart wise, 

 Mapletree Ind Tr  - 1st quarter results is out!Gross Revenue is up 2.7 percent to 175m.NPI is up 1.3 percent to 132.5m.

 BORROWING cost is down 0.9 percent to 26.1m.Distribution to Unitholders is up 3.7 percent to 97.2m. DPU is up 1.3 percent to 3.43 cents. I think is a good sets of financial numbers! 

Gearing 39.1%.

ICR 3.6×.

XD 1st August. 

Pay date 12 September 2024.

Resumption of DRP. Unitholders can choose to take cash or share.

Pls dyodd. 

Today went to this Atas Japanese restaurant to have lunch.Located at Orchard Road.  SUJU Japanese restaurant at Ngee Ann City! 

Very different kind of experience.  

The food is nice, nom nom. 

Nice sashimi,  Nice Fish, Duck meats, tempura,  the soba is really special and very chewy. Nice appetizers. The cheese cake is great. Tea is also nice. 

14th July 2024:

  Mapletree Ind Tr  - A Nice Gapped Up on last Friday and closed well at 2.25, seem rather interesting! Likely to rise up to test 2.30 than 2.39!

 Pls dyodd.

MAPLETRE Ind Tr  - First Quarter results will be out on 25th July, estimating dividend of 3.36 cents same as last quarter!

 Yield is a whopping 6.37 percent,  Gearing below 40 percent! A Great pivot point to take a look at this Blue chips index counter! Pls dyodd. 

Mapletree Ind Tr  - AGM is on 18 July 2.30pm at 20 Pasir Panjang road.

 Remember to mark it on your calendar! May be farewell gifts and nice food available! 

Yield is solid above 6 percent! Gearing below 40 percent! Trading at very good pivot support level! 

 Mapletree Ind Tr  - The 4th quarter results is out! Gross Revenue is up 4.4 percent to 178.7m, NPI is up 2.2 percent to 131.78m. DPU is up 0.9 percent to 3.36 cents. The results seem quite resilient and not bad! Looks like the worst is over! Pls dyodd. 

Gearing 38.7% which is quite healthy! 

Fixed loan rate of 84.6%.

ICR 4.8x.

Occupancy rate 91.4%.

NAV 1.76. 

XD 3rd May for 3.36 cents. 

Pay day 10 June.