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Tuesday, September 3, 2024

ComfortDelGro - Hosey! Win 3 Bus contracts Franchises, increase market share to 30 percent in Victoria, Australia! Fantastic! Revenue likely get boosted .Dividend may likely increase again!

ComfortDelGro  - Hosey! Win 3 Bus contracts Franchises, increase market share to 30 percent in Victoria, Australia! Fantastic! Revenue likely get boosted .Dividend may likely increase again! 



Pls dyodd.

25th August 2024 update:

ComfortDelGro  - Will she be testing 1.45 tomorrow with Powell's speech saying they are more likely to cut rate to stave off US weak Labor! 



Breaking out of 1.45 smoothly she would be revisiting 1.50.

Pls dyodd 


 ComfortDelGro  - Will she be able to rise up to test 1.44 before going XD tomorrow! 



Yield is about 5.33% if Final dividend is 4 cents and above. Pls dyodd. 


ComfortDelGro  - 1st Half Results is out! Interim dividend of 3.52 cents is higher than last year 2.9 cents.



 Gross revenue increased 13.7 percent to 2.12 billion. PATMI increased 21.4 percent to 95.3m. I think the results is very good !


 The 2QFY2024 Revenue rose by 16.4% y-o-y to $1.11 billion, while its patmi rose by 19.7% y-o-y to $54.7 million.

According to the group, it saw improved margins through its public bus contract renewals in the UK combined with the positive performance of its acquisitions of CMAC Group and A2B Australia. In Singapore, the taxi and private-hire business saw improved contributions from its Zig ride-hailing platform. 1HFY2024 patmi margin stood at 4.5%, 0.3 percentage points higher y-o-y



XD 21st August. 

Pay date 29th August. 

Pls dyodd. 


 Pls dyodd.  


   ComfortDelGro - I think 1st Half results may see Gross Revenue and Net profit increasing as well as declaring higher interim dividend. Both SBS Transit and Vicom declaring same or slightly higher interim dividend.  Results might be out by this week! 



Chart wise,  waiting for the next catalyst to push the price above 1.42, 1.45 and 1.50.  Pls dyodd 


8th August 2024 update: 

ComfortDelGro - Vicom(ComfortDelGro subsidiary company) just released the 1st Half Results, Net profit is up 1.3 percent to 14.1m, interim dividend of 2.8 cents versus 2.75 cents last year! Looks like ComfortDelGro may book a higher revenue and net profit plus increase dividend payout! 

Revenue grew 0.8 per cent year on year to S$56.3 million in the period, and earnings per share came in at S$0.0398, up from S$0.0393.

Chart wise, she is likely to clear 1.40 and rises higher to test 1.45 and 1.50. Pls dyodd. 

31st July 2024 update:

 ComfortDelgro - She will be reporting her 1st Half results in Mid August. Estimating interim dividend of 3 to 3.5 cents versus 2.9 cents last year. 



The overseas investment with higher profit margin may help to boost their total revenue as well as the Net Profit.

Chart wise, she may rise up to test 1.42 than 1.46 and 1.50 level.

 Pls dyodd.

21st July 2024 :

 She had managed to clear the resistance at 1.40, awesome!



Next, she is rising up to test 1.45 than 1.50! First Half results will be out Aug! Dividend is coming! Nice!

Pls dyodd.


21st July 2024:

ComfortDelGro  - Gd news! SBS Transit won the bus contract for Seletar Package of 526m till 2030. 

This would certainly benefit ComfortDelGro and their revenue may likely increase,  dividend may increase as well! 

Quote :  Public bus services operating from Seletar bus depot, including 24, 70 and 130, will continue to be run by SBS Transit (SBST) until at least 2030.

The public transport operator on July 19 won the right to continue running a total of 29 bus routes under the Seletar bus package with a $526 million bid.(the Straits Times) .



Price likely reclaim 1.40 and rises higher towards 1.45 thsn 1.50.

13th July 2024 update:

 ComfortDelGro  - She has slowly climbing up from 1.33 to touch 1.40 seem rather interesting!Likely to rise up to test 1.45 again! 



Next, likely revisit 1.50.

first Half results will be out in August  interim dividend likely increase! 

Nibbled a bit at 1.38.

Pls dyodd. 


 ComfortDelGro  - She is slowly rising up after touching the low of 1.33 and closed at 1.37, looks rather interesting!



 First Half results  be out in August,  interim dividend likely increase! Pls dyodd.  


ComfortDelGro  - I think good price is back after being corrected from 1.50 to close at 1.37. 



Yield is about 4.86 percent which is pretty decent and the businesses are expanding with higher margin we may see further revenue increases and higher dividend payout! Pls dyodd. 


  ComfortDelGro  - 1st quarter results update is out! Revenue is up 10.8 percent to 1004m.




 PATMI is up 23.8% to 40.6m. Cash Flow is positive! CASH on hands increased to 922m. Awesome! Likely see a higher net profit and increase in dividend payout for 2nd quarter! 


  ComfortDelGro  - She is gaining strength! Likely to rise up to revisit 1.50 again! Pls dyodd. 



Remember dividend date on 15th May! 

Awesome! 


ComfortDelGro  - She is holding up well! Likely to continue to rise up to reclaim 1.50 again! Ex.dividend is on 6th May for 3.76 cents! Do take note! 


 CDG (ComfortDelGro) - A nice crossing over of 1.49-1.50 level smoothly would likely see her rising up further towards 1.62. Pls dyodd. 



ComfortDelGro  - She is rising up to test 1.50 than 1.63. Do take note!



 A nice breakout of 1.63 smoothly plus good volume we may see her rising up further towards 1.80.

Pls dyodd. 

AGM : 26th April 10.00 A.M. AT LEVEL 3, SUMMIT 1 ROOM SUNTEC SINGAPORE CONVENTION & EXHIBITION CENTRE 1 RAFFLES BOULEVARD, SUNTEC CITY SINGAPORE 039593.

Total Revenue and net profit plus increased in paying Final dividend likely to boost the price further! First wide and bullish Green candlesticks spotted on the weekly chart,  looks rather positive!


  ComfortDelGro - Fantastic! Finally,  she had managed to breakout 1.43 plus high volume and closed well at 1.46 thus is rather positive and may likely see her rising up further to 1.50 and above! Do take note !




ComfortDelGro  - She is doing a YoYo mode, will she be able to conquer 1.43 and rises higher towards 1.50 and 1.60. Do take note! 



 ComfortDelGro  - This giant Transport company is growing and expanding at a faster rate as we can see their revenue growth on the latest sets of financial numbers with Net profit higher and the increased in Final dividend from 1.76 cents to 3.76 cents,  fantastic! Yield is about 5 percent which is quite good. 



Do take note! Pls dyodd. 


  ComfortDelGro  - At 1.36, yield is about 5 percent for the giant transport company which is quite resilient during market volatility! A good defensive counter to put under one portfolio! Pls dyodd.  




ComfortDelGro  - FY results is out! Final dividend increased more than 100 percent from 1.76 cents to 3.76 cents. Total Revenue is up 2.6% to 3880m and Net profit is up 4.3% to 180.5m. I think is a good sets of financial numbers! 




Total dividend of 6.66 cents representing a payout of 80%, swee!

EBITDA increased 6.5% to 629.9m.





XD 6th May.

PAY date 15 May 

Yield is about 5% at 1.35.


Pls dyodd.  



CICT : CapLand IntCom Tr - Rights issue offered price of 2.007 for every 1000 share you are alloted 56 share! I think TERP is about 2.09. I guess opening price is 2.07 to 2.08.

 CICT : CapLand IntCom Tr  - Rights issue offered price of 2.007 for every 1000 share you are alloted 56 share! I think TERP is about 2.09. I guess opening price is 2.07 to 2.08. 

Advance DPU of 2.11 to 2.21 cents.

XD 10/9.

DPU accretive is merely 0.9%.




It looks like they are paying a hefty premium price. 

Lets see how market react tmr!

The acquitted is funded by rights issue and loan.

The Gearing increased to 39.9%. 

It seems like Capiland Investment made a very good divestment gains. Price went up 9 cents to close at 2.78. 

CapitaLand Integrated Commercial Trust's (CICT) manager announced on Sept 3 that it is proposing to acquire 50% of ION Orchard at an agreed property value of $1,848.5 million.

CapitaLand Investment (CLI) will divest its 50% interest in ION Orchard to CICT. ION Orchard is currently held in a joint venture with Sun Hung Kai Properties holding the remaining 50%.
The agreed property value is within the range of two independent valuations of ION Orchard, separately commissioned by the trustee and the manager of CICT. On a pro forma basis, assuming CICT had held and operated ION Orchard from Jan 1 to June 30, the distribution per unit (DPU) accretion is expected to be 0.9%.

Monday, September 2, 2024

Frasers L&C Tr - She has a nice breakout at 1.07 and closed well at 1.11, looks like this bullish momentum may continue to see her rising up further towards 1.13 than 1.17 and above!

  Frasers L&C Tr  - She has a nice breakout at 1.07 and closed well at 1.11, looks like this bullish momentum may continue to see her rising up further towards 1.13 than 1.17 and above!



Beyond 1.17, we may see her testing 1.30. Pls dyodd. 


28th August 2024 update:

Frasers L&C Tr  - She is gaining strength, likely to rise up to test 1.13 than 1.17. 



Pls dyodd. 

27th July 2024 update:

  Frasers L&C Tr  - Very good price is back! This is a golden opportunity to take a look at this index reit trading below its NAV, gearing below 40 percent and yield is more than 7 percent! 



Pls dyodd. 


Frasers L&C Tr  - The Boat is back! Extended Sales promotion! 



At 96 cents yield is about 7.25 percent,  seem very interesting!

Nibbled s bit st 96 cents. 

 Pls dyodd. 


 Frasers L&C Tr  - I think GSS is here! Trading at 99.5 cents, yield is more than 6.9 percent fir this blue-chip index reit I think great opportunity is back! Pls dyodd. 




 Frasers L&C Tr  - 1st Half Results is out! Gross Revenue is up 3.8 percent to 216m. NpI is up 1.8 percent to 158.6m. Distribution income is dowm 0.1 percent to 130.6m. DpU is down 1.1 percent to 3.48 cents! I think the results is quite resilient! 




Occupancy rate is 94.3%.

Gearing is healthy at 32.7%.

Position rental reversion of 14.3%.

The ops costs increased by 34.5% to 29m. If not, dpu will be higher! 

NAV 1.16.

Ay 1.01, yield is about 7%.

I think results is not bad! 

XD 14/5. Pay date 18/6.

Pls dyodd. 


Sunday, September 1, 2024

UMS - Chart wise, bearish mode! She is heading down to revisit 1.00 soon! Breaking down of 1.00 we may likely see her drifting lower towards 90 cents!

 UMS - Chart wise,  bearish mode! She is heading down to revisit 1.00 soon!



 Breaking down of 1.00 we may likely see her drifting lower towards 90 cents!

Pls dyodd.  

26th May 2024 update:

UMS - Chart wise,  bearish mode! Likely to go down to test 1.10 after this short rebound!



 Breaking down of 1.05 would be very negative! Pls dyodd. 

The director bought back 250,000 share at 1.15+ on 13th May 2024. 

Pls dyodd.

UMS - After the releasing of the 1st quarter results,  it looks like market doesn't like the latest financial numbers and the price was being sold down 21 cents to close at 1.11. I think likely to go further down to test 1.00.



Breaking down of 1.00 would likely see her going down to revisit 86 cents.

 Pls dyodd. 

 UMS - 1st quarter results update is out! Net profit sink 44 percent to 9.8m versus 17.4m last year! Gross Revenue is down 33 percent to 54m versus 80m . 




EPS is down quite a lot to 1.41 cents versus 2.52 cents. Interim dividend increased from 1 cents to 1.1 cents! Still can afford to raise the interim dividend!!Do take note!



Chart wise,  bearish mode!
When we see a topping tail candlestick which is an indication of game over!



 The falling started next day! 
If 1.27 cannot hold, likely to go down tovtest 1.20 than 1.10.
Yield is about 4.3% at 1.32 still not as attractive as compared to Venture Corporation! 
Pls dyodd.



CapitaLand Ascendas - Nice closing last Friday at 2.88, looks rather interesting! I think she may rise up further to test 3.00.

 CapitaLand Ascendas - Nice closing last Friday at 2.88, looks rather interesting! I think she may rise up further to test 3.00. 



Next, she will showing us 3.05 and above!

Today, dividend crediting day. The dividend will be credited to the bank account after 5pm Awesome!

Not a call to buy or sell!

Pls dyodd.


27th August 2024 update:

CapitaLand Ascendas REIT  - Chart wise,  Bullish mode! I think she is rising up to test 2.93 soon!



Beyond that, she may rise further up to test 3.01 to 3.05.

 Pls dyodd. 


21st August 2024 update:

CapitaLand Ascendas REIT  - Awesome! She had managed to clear the resistance at 2.75 and closed higher at 2.77 this is rather positive and may see her rising up to retest 2.80. 



A swift and crossing over smoothly would likely see her testing 2.87 and above! 

Beyond 2.87, she may rise up further towards 2.90 than 3.00 to 3.05.

Pls dyodd.

 12th August 2024 update:

CapitaLand Ascendas REIT  - She is rising up to test 2.70 ! A nice breakout smoothly we may see her rising up further towards 2.80 and above! 



Next, 2.83 with extension to 2.90 to 2.96.

Pls dyodd. 

1st August 2024 update:

 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.