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Friday, August 16, 2024

Mapletree Ind Tr - She is gaining strength, likely to rise up to reclaim 2.33 level! A nice crossing over with ease would certainly seeing her rising up further towards 2.40 and above!

 Mapletree Ind Tr  - She is gaining strength, likely to rise up to reclaim 2.33 level! A nice crossing over with ease would certainly seeing her rising up further towards 2.40 and above! 



Beyond that, she may likely rise up to test 2.53.

Gd reit started to rise up due to high chance Fed may cut rate in September.  It might be 0.25 or 0.5 basis . This would certainly benefit reit.

Pls dyodd. 

9th August 2024 update:

 MIT : Mapletree Ind Tr  - She is trading at 2.24 slightly above the scrip offered price of 2.2209 seem like holding up slightly above the offered price looks rather interesting!


I think great price is here! Yield is about 6% for this giant industrial cum Data Centres index reit, dont miss out! Golden opportunity await those who see the value! Pls dyodd.

 Yield is about 6 percent.  Election deadline 26th August 2024, dont forget! 

1st Aug 2024 update:

 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. 


CapitaLandInvest (9CI.SI) - She has managed to bounce-off from 2.42 and is now trading at 2.56, looks rather interesting! She is rising up to test 2.60 than 2.66! Pls dyodd.

 CapitaLandInvest (9CI.SI) - She has managed to bounce-off from 2.42 and is now trading at 2.56, looks rather interesting! 



She is rising up to test 2.60 than 2.66! Pls dyodd. 

The company also bought back share on 14th August. 



NAV is about 2.70+.

14th August 2024:

CapitaLand Investment H1 profit falls 6% to S$331 million

Revenue is up 1 per cent to S$1.37 billion for the half year
CAPITALAND Investment (CLI) posted a 6 per cent fall in net profit to S$331 million for the six months ended Jun 30, from S$351 million the year before.
CLI’s earnings per share for H1 also declined 6 per cent to S$0.065, from S$0.069 previously.
Revenue was up 1 per cent to S$1.37 billion for the half year, from S$1.35 billion in the corresponding period the previous year.
The group’s performance comes against the backdrop of a challenging operating environment, with higher-for-longer interest rates, geopolitical tensions and macroeconomic uncertainties, CLI’s group chief executive officer Lee Chee Koon said on Wednesday (Aug 14) at a results briefing.
For instance, fee-related revenue rose 8 per cent year on year to S$561 million for the half-year period, from S$519 million a year ago.
CLI said this was underpinned by improved asset performance and contributions from new management contracts in its lodging and commercial management business. Its fund management business also contributed to the revenue growth, on the back of higher event-driven fees.
The growth in fee-related revenue was, however, offset by the group’s real estate investment segment, which recorded a 2 per cent dip to S$911 million, from S$932 million the previous year.

Thursday, August 15, 2024

NetLink NBN Tr - She has managed to clear the resistance at 85.5 cents and is now trading at 86 to 86.5 cents , looks rather bullish and may rise up further towards 87.5 than 91 cents.

  NetLink NBN Tr  - She has managed to clear the resistance at 85.5 cents and is now trading at 86 to 86.5 cents , looks rather bullish and may rise up further towards 87.5 than 91 cents. 



Pls dyodd.


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. 


Mapletree PanAsia Com Tr - ! She is trading near all time low of which I think is a gd pivot point to consider! Yield is more than 6.7% , nav 1.70+, gearing is about 40%. Rate cut in September is about to happen in September, dont miss out!

 She is trading near all time low of which I think is a gd pivot point to consider! Yield is more than 6.7% , nav 1.70+, gearing is about 40%. Rate cut in September is about to happen in September, dont miss out!



Chart wise, she is hovering near the support at about 1.20/1.21. Currently trading at 1.24 , a nice bouncing up and crossing over 1.28 with ease we may see her rising up further to test 1.32 tyan 1.38. Pls dyodd.


31st July 2024 Update:

 Gross revenue is down 0.2% to $236m versus $237m last year.

Net property income edged up 0.1 per cent to S$179.4 million from S$179.2 million.



Distributable income declined 3.5 per cent year on year to S$110.8 m versus $114.8m last year.




DPU is down 4.1% to 2.09 cents mostly due to high finance costs and forex exchange losses for Japan and China side.

Gearing is of 40.5%.

Occupancy rate is 94%. 



The divestment of Mapletree Anson, which is scheduled to be finalised on Wednesday will help to pare down debts and bring down the Gearing to 37.6% and a bit cater for dpu payout. 

XD 6th August. 

Pay date 12th September. 

The dpu is below my expectations of 2.3 cents.

Pls dyodd. 



Wednesday, August 14, 2024

Genting Sing - 1st Half Results is out! Net profit increased 29 percent to 357m. Declared interim dividend of 2 cents versus 1.5 cents last year! Gross Revenue increased 25 percent to 1.35 billion. Ebitda improved 26 percent to 570.8m.I think results is quite good!

Genting Sing  - 1st Half Results is out! Net profit increased 29 percent to 357m. Declared interim dividend of 2 cents versus 1.5 cents last year!




 Gross Revenue increased 25 percent to 1.35 billion.  Ebitda improved 26 percent to 570.8m.I think results is quite good! 



XD 28th August. 
Pay date 18th September.

Pls dyodd.