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Saturday, August 31, 2024

CapLand China tr - She will need to overcome the resistance at 72 cents in order to rise further up towards 76.5 cents and above!

 

CapLand China tr - She will need to overcome the resistance at 72 cents in order to rise further up towards 76.5 cents and above! 



Next, we may see rising up to cover the Gapped at 80.5 cents!

Pls dyodd. 

30th July 2024 update:

 CapLand China Tr  - 1st Half Results is out! Gross Revenue is down 2.3 percent to RMB925m.




NPI is down 4.9 percent to 631m. DPU is down 19.5 percent to 3.01 cents. Gearing 40.8 percent.



I think Results is not good! 

XD 6th August.  PAY date 25 September.

ICR 3.2x.

NAV 1.16. 

Pls dyodd. 



Friday, August 30, 2024

Mapletree Ind Tr - She is rising up to test 2.53! A nice breakout smoothly may likely see her rising up further towards 2.60 and above! With interest rate likely cut when Fed Meeting scheduled on 18th September likely may boost the price further!

 

Mapletree Ind Tr  - She is rising up to test 2.53! A nice breakout smoothly may likely see her rising up further towards 2.60 and above! 



With interest rate likely cut when Fed Meeting scheduled on 18th September likely may boost the price further! 

Pls dyodd. 

Quote : 30th August 2024 - Wall Street stocks rose and the Dow scored a second consecutive all-time closing high on Friday, with Tesla and Amazon climbing after fresh U.S. economic data raised expectations that the Federal Reserve will cut interest rates modestly in September.


23rd August 2024 update:


MIT : Mapletree Ind Tr - Remember to mail or email out the scrip letter to secure the offered price of 2.2209! Due date 26th August! Monday all gd reit going to Rally!

quote: Federal Reserve Chair Jerome Powell gave his strongest signal yet that interest-rate cuts are coming soon, saying the central bank intends to act to stave off a further weakening of the U.S. labor market. 



Next week,  she may likely rise up to test 2.53 than 2.60 and 2.73. Pls dyodd. 

Mailed out the scrip letter! Awesome! 



17th August 2024 update: 

 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. 


Venture - Today XD, at least the price didnt drop much! At 14.02, yield is about 5.35 percent for this blue chips index counter seem like the price is well supported by the dividend yield! She will need to rise back to 15 dollars in order to reverse this downtrend mode!

Venture  - Today XD, at least the price didnt drop much! At 14.02, yield is about 5.35 percent for this blue chips index counter seem like the price is well supported by the dividend yield! 



She will need to rise back to 15 dollars in order to reverse this downtrend mode! 

Pls dyodd.

 7th August 2024 update:

  Venture - Chart wise, It looks like the selling down is too fast and overly extended with 3 long and wide bearish candlestick I think a technical rebound may likely happen! 

Today, the company bought back 100K share at about 13.69 looks like the price is undervalued! 

https://links.sgx.com/1.0.0/corporate-announcements/YGV3DGT33OE0985H/7623b1a819dcb41fe2249a9cb7d751850116abbfcd3e6973ced759b301e1b3f0



It is now resting at the support at 13.76. High probability we may see a bounce-off from here! 

Pls dyodd. 



Venture - 2nd quarter results is out! Slight improvement from 1st quarter with Gross Revenue is up 7.6 percent to 717m versus 666m. Net profit is up 5.7 percent to 63.5m versus 60m. Interim dividend of 25 cents.






 XD 30th August. Pay date 12th September. Pls dyodd. 

First Half Net profit is down 11.7% to 123.70m versus 140m. 



Net cash position improves to 1.19b.

NAV 9.82.

Cash generated from operating activities was 302.3m.



Outlook :

2nd Half of 2024 group revenue will be much better than 1st Half 2024.



Thursday, August 29, 2024

Mapletree PanAsia Com Tr - She is rising up nicely to test 1.43 soon! A nice breakout smoothly plus high volume we may see her rising up further towards 1.50 than 1.58!

 Mapletree PanAsia Com Tr  - She is rising up nicely to test 1.43 soon! A nice breakout smoothly plus high volume we may see her rising up further towards 1.50 than 1.58! 



NAV 1.72.

Yearly dividend is about 8.5 cents.

Yield is about 6.25% for this index reit counter of which I think the price is undervalued! If the first rate cut in September we may see further price action!

Pls dyodd.

18th August 2024 update:

 Mapletree PanAsia Com Tr  - She needs to overcome the resistance at 1.30 level! 



A nice crossing over smoothly plus good volume we may see her rising up further towards 1.36 and above! 

Next, she is likely rising up to test 1.43 than 1.50. 

Pls dyodd. 

16th August 2024 update:

 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.