AEM - Chip Giant Qualcomm made a takeover approach to Intel this may rock the market! Will this benefit AEM ! Lets see how market react next week

 Quote: 

Chip giant Qualcomm made a takeover approach to rival Intel in recent days, according to people familiar with the matter, in what would be one of the largest and most consequential deals in recent years.

A deal for Intel, which has a market value of roughly $90 billion, would come as the chip maker has been suffering through one of the most significant crises in its five-decade history.

A deal is far from certain, the people cautioned. Even if Intel is receptive, a deal of that size is all but certain to attract antitrust scrutiny, though it is also possible it could be seen as an opportunity to strengthen the U.S.'s competitive edge in chips. To get the deal done, Qualcomm could intend to sell assets or parts of Intel to other buyers.(dow jones).

 17th September 2024:

AEM - Gd news from Intel to make special chips for Amazon AWS units that may help to boost their revenue.  Hopefully,  this may benefit AEM.

 Price may rise up to cover the Gapped at 1.43.

The next Gapped to fill is at 1.55 and 1.66. Pls dyodd. 

Quote: 

Quote: (Reuters) -Amazon's AWS unit said on Monday it would expand a collaboration with Intel featuring co-investments on chip designs and a deal to manufacture a processor for artificial intelligence, a vote of confidence for Intel's contract manufacturing effort.

Intel's shares jumped 8% in extended trading after the chip maker's CEO Pat Gelsinger released a memo to employees announcing the Amazon unit would be a multibillion-dollar customer, paying Santa Clara, California-based Intel for design services and manufacturing.

Described as a "significant expansion" of the working relationship between Amazon and Intel, the two companies unveiled a "multi-year, multi-billion-dollar" framework which will see Intel produce chips for Amazon, starting with a custom artificial intelligence fabric Chip utilizing Intel's 18A foundry process technology.

‌

Intel will also create custom Xeon 6 chips using the Intel 3 node for as part of an existing partnership where Intel produces Xeon Scalable processors for Amazon Web Services.

 Quote: 30th August 2024 - Intel rose 9.5% following a report from Bloomberg that said the chip maker was discussing various scenarios with investment bankers, including a split of its product-design and manufacturing businesses and what factory projects potentially might be scrapped. 

AEM - it looks like has bounced off nicely from 1.20 level and rise higher to close at 1.27, looks rather interesting!

 She will need to cover the Gapped at 1.43, 1.55 and 1.66 in order to reverse this downtrend! 

Pls dyodd. 

23rd August 2024 update:

I think it had hit the bottom of 1.20 and managed to bounce-off and rises up to trade at 1.29 to 1.30. 

She will need to over the resistance at 1.43. 

Pls dyodd. 

10th August 2024 update:

  1st Half net profit of 888K is below my expectations of at least a 10m PATMI. The new AI testing contract awarded is about 20m. 2nd Half revenue guidance of 160m .

10th August 2024 update:

AEM - She has gone down to touch 1.34 and bounce-off to close higher at 1.45, a technical rebound after the series of selling down! 

Will she be able to cover the Gapped at 1.55 and 1.66 and stay above in order to overcome this bearish trend! We shall wait for Mr Market to tell us! I think 1st Half results should be out in Mid August 2024.  

If they are back into profit again plus declaring a dividend will certainly boost the confidence!

Pls dyodd. 

2nd August 2024 update:

 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. 

Claim Now

Find out more here:Cheers to a great start!

Receive rewards up to USD 3600*

Win win situation for all. 

CapitaLand Ascendas REIT - She is looking great to re-attempt 3.01. A nice breakout smoothly woukd likely see her continue to rise up further towards 3.10 and above!

She is looking great to re-attempt 3.01. A nice breakout smoothly woukd likely see her continue to rise up further towards 3.10 and above!

Beyond 3.10, she may likely rise up to test 3.20 than 3.30 with extension to 3.38 and above!

Pls dyodd.

14th September 2024:

  CapitaLand Ascendas REIT - She is gaining strength likely to clear 2.93 and rises higher towards 3.00 than 3.05. Do take note! 

2nd September 2024:

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. 

 

CapLand India Tr - She is rising up to test 1.20 soon! Yield is more than 6 percent, seem quite gd!

 CapLand India Tr  - She is rising up to test 1.20 soon! Yield is more than 6 percent,  seem quite gd! 

Beyond 1.21, she may rise up further towards 1.29/1.30 with extension to 1.40.

Pls dyodd. 

29th July 2024:

 CapLand India Tr  - Total Revenue increased 23 percent to 136m versus 110m.NPI is up 21 percent to 103m versus 86m. 

Distribution income increased 10 percent to 54m versus 49m. DPU is up 8 percent to 3.64 cents versus 3.36 cents last year. 

I think results is not bad! 

Gearing is 38.1%.

Occupancy rate is 96%.

XD 19 August.  Pay date 28 August. 

CapitaLandInvest - She is rising up to retest the recent high of 3.07.

 She is rising up to retest the recent high of 3.07. 

A nice crossing over with ease would likely see her rising up further towards 3.17 and above.

Pls dyodd.

19th September 2024:

CapitaLand Investment (9CI.SI) - Interest rate cut 0.5 percent,  very fierce move ! They are very eager to boost the labor market and at the same time inflation is coming down towards the 2 percent targets! Hopefully gd reit will continue to rise up with this piece of gd news! 

Quote: 

• The Federal Open Market Committee chose to lower its key overnight borrowing rate by a half percentage point, or 50 basis points, amid signs that inflation was moderating and the labor market was weakening.

Chart wise,  bullish mode! 

She is likely to continue to rise up to retest 2.99-3.00.

Beyond 3.00, we may see her testing 3.10 than 3.20 and 3.35.

Pls dyodd. 

16th September 2024:

 CapitaLandInvest (9CI.SI) - Hosey! Breakout of 2.90! Pathing way for her to test 3.00 and above.

Beyond 3.01, we may see her rising up further towards 3.10 than 3.20.

Pls dyodd. 

6th September 2024:

CapLand Investment - The divestment of IoN and IoN Orchard link to CICT at 1.85b likely booked a once off gains and hopefully they may pay out some as Special dividend!

Price gap up and is now trading at 2.81 Fantastic!

Next, we may see her revisiting 3.00.

Pls dyodd.

CICT new acquisition of 50% ION and ION Orchard Link likely benefits with more management fees. She is up 6 cents to 2.75, this is rather positive! Pls dyodd.

Quote:

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%.

26th August 2024:

The Gapped has been covered,  awesome! She is rising up towards 2.76 than 2.84. Pls dyodd.

26th August 2024 update:

 CapitaLand Investmen (9CI.SI) - Today she has manged to rise up to 2.66 to momentarily covered the Gapped at 2.66 looks rather interesting! Within the the few days I think high probability she may likely cross over this Gap decisively! Do take note!

A nice breakout smoothly would likely see her testing 2.70 than 2.84 and above!

Pls dyodd.

16th August 2024 update:

 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.

Frasers L&C Tr - She is trending up nicely and closed well above 1.17, looks like Bull is in control! She is rising up further towards 1.21 and above.

 Frasers L&C Tr  - She is trending up nicely and closed well above 1.17, looks like Bull is in control! She is rising up further towards 1.21 and above.

Beyond 1.21, she may rise up to test 1.30.

I think Fed may cut 0.25 percent basis point tonight. I think is a great start! 

Pls dyodd. 

  Frasers L&C Tr  - She is looking great to rise up to test 1.17!

 A nice breakout smoothly would likely see her rising up further towards 1.21and 1.26. 

NEXT, she may rise up to test 1.30 than 1.36.

Pls dyodd.

6th September 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!

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.