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Sunday, October 6, 2024

CapitaLandInvest - She is gaining strength likely rise up to reclaim 3.20 again! A nice breakout with ease we may see her rising up further towards 3.50!

Today, 9th October,  the company bought back a few hundreds share at 2.98, looks like gd price is back! Pls dyodd.  Went to Bangkok Hawker Centres and bought back some foods from there, buay pai! Lai ah, jiak! 





CapitaLandInvest  - She is gaining strength likely rise up to reclaim 3.20 again! 



A nice breakout with ease we may see her rising up further towards 3.50! 

Pls dyodd. 


 27th September 2024:

 CapitaLandInvest  - Wow! Nice breakout at 3.07 likely to sail ahead to test 3.20 and above! 



Beyond 3.20, she may rise up to test 3.30, 3.40 than 3.50.

Pls dyodd. 

19th September 2024:

 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.

Saturday, October 5, 2024

Frasers L&C Tr - She needs to overcome the recent high of 1.19 and 1.21 price level in order to rise up further towards 1.30!

Frasers L&C Tr  - She needs to overcome the recent high of 1.19 and 1.21 price level in order to rise up further towards 1.30! 




Beyond 1.30, we may see her rising up to test 1.40 than 1.45.

Pls dyodd.

 30th September 2024:

Frasers L&C tr - She is rising up to retest the recent high 0f 1.19. 




A nice breakout of 1.20 with ease, we may see her rising up further towards 1.30. 

Beyond 1.30, we may see her testing 1.37.

Pls dyodd. 


 26th September 2024:

Frasers L&C Tr  - She may rise up to re-attempt 1.19.



A breakout smoothly plus good volume we may see her rising up further towards 1.30 and above! NAV is about 1.16. Yield is about 5.8 percent.



Beyond 1.30, shw may rise up to test 1.37.

Pls dyodd 

19th September 2024:

 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. 


Friday, October 4, 2024

AEM - She is doing a counter trend reversal price patterns, likely to rise up to test 1.55 than 1.60 with extension to 1.80! Huat ah!

 AEM - She is doing a counter trend reversal price patterns,  likely to rise up to test 1.55 than 1.60 with extension to 1.80! Huat ah! Pls dyodd. 



24th September 2024:

 Quote: Intel was up 3.3%. Apollo Global Management offered to make an investment of as much as $5 billion in the chip maker, according to a report from Bloomberg. The news follows a report from The Wall Street Journal that said Qualcomm had approached the struggling rival chip company in recent days about a takeover. Qualcomm shares were down 1.8%.

Chart wise, AEM Needs to cover the Gapped at 1.43.

Pls dyodd.

21st September 2024:

 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. 

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FCT - Frasers Cpt Tr : Had dinner at NEX, Nice Steaks and yummy potatoes! Very crowded! Business is very good! Feeling great!

 FCT - Frasers Cpt Tr  : Had dinner at NEX, Nice Steaks and yummy potatoes! Very crowded! Business is very good! Feeling great! 




Waiting for FCT results scheduled to be out 25 Oct cum dividend,  Huat ah! 




Current price 2.30, yield is still pretty good at 5.23%. As more rate cuts , price may rise back above 2.50 in time to come! 

 Frasers Cpt Tr  - Last Friday it looks like some Fund are offloading this counter seems like a targeted candidate,  down 8 cents to 2.27 ! 2.25 support level likely to be tested! 



We may see a bounce-off from the current price level as the price seem overly corrected! The volume is extremely high looks like the selling is more or less completed! Pls dyodd. 

16th September 2024:

Frasers Cpt Tr  - Last Friday,  it looks like someone is selling off this counter in big qty which saw the price being sold down 5 cents to close at 2.36. The volume is high. 



Lets see how she fares , hopefully,  she can rise up to reclaim 2.42!


7th September 2024:

  Frasers Cpt Tr  - It has managed to touch 2.42 yesterday but closed at 2.38, looks like Bull is back!




 This driving force may continue to push the price to clear 2.40 than 2.50 and above!

Beyond 2.5p, we may see her rising up further towards 2.63 than 2.73.

Pls dyodd. 


3rd September 2024 update:

 FCT:Frasers Cpt Tr  - She had closed well at 2.37 yesterday,  likely to continue this uptrend direction and rises higher to test 2.40 and above. 



A nice breakout of 2.40 smoothly we may see her rising up further towards 2.50 and 2.60.

Pls dyodd. 

24th August 2024 update:

 Frasers Cpt Tr  - Fed Chief Powell's speech mentioning they are likely to cut rate to stave off weaker US labor.



Gd reit like FCT likely benefit and price may react positively! Dont miss out! Pls dyodd!


Chart wise,  she had managed to stay above 2.35 this is rather bullish ! 

She is rising up to test 2.40 than 2.50 and above! 


  Frasers Cpt Tr  - She is rising up nicely to touch 2.35 yesterday,  this is rather bullish! I think high probability she may rise to test 2.40 and above!  



Beyond 2.40, she may likely continue to trend higher towards 2.48 to 2.50 than 2.55 and above! 

Pls dyodd. 

4th August 2024 update: 

FCT : Frasers Cpt Tr  - One of the rare local retail mall that is pretty resilient and almost attaining 100 pecent occupancy rate. Yield is more than 5.3 percent,  NAV about 1 Price Per Book. Gearing below 40 percent of which is good to be included into one watch list or portfolio! 



Chart wise,  bullish mode!

She is rising up to test 2.30 than 2.33 to 2.35.

Pls dyodd. 


 FCT : Frasers Cpt Tr  - 3rd quarter results update is out! All nos seem about the same as last year! Occupancy 99.7 percent,  Sales revenue slightly higher, gearing is 39.1% versus 38.5% , ICR 3.26x. 

Retail sales and Retail rent is up slightly! 



No total gross revenue and earnings provided! 

Tampines 1 AEI update:





AEI to complete by September 2024. Project ROI 8%. 

Mall achieve 100% occupancy.  

At 2.19, yield is about 5.49%.

Seem quite a nice Yield level.