Mapletree PanAsia Com Tr - She had retreated from 1.54 to close at 1.45, seem like the Bull is lossing control! CPI is of 0.2 percent slightly higher than the expectations of 0.1 percent bring the whole year inflation to 2.4 percent. Lets see how market react!

 Mapletree PanAsia Com Tr  - She had retreated from 1.54 to close at 1.45, seem like the Bull is lossing control! CPI is of 0.2 percent slightly higher than the expectations of 0.1 percent bring the whole year inflation to 2.4 percent.  Lets see how market react! 

On the other hand, market are waiting to hear whether will China put in another stimulus package to boost the economy! 

Pls dyodd. 

3rd October 2024;

Mapletree PanAsia Com Tr  - She had managed to clear the recent high of 1.53, looks rather bullish! She may rise up further towards 1.58 and 1.60!

Pls dyodd. 

 17th September 2024:

 She may rise up to reclaim 1.50 - 1.53. A nice breakout smoothly plus good volume we may see her testing 1.57-1.60.

Pls dyodd.

17th September 2024:

Mapletree PanAsia Com  - Nice breakout at 1.50 this morning, likely to rise up further towards 1.58!

Pls dyodd. 

11th September 2024:

 Mapletree PanAsia Com - She is looking great to cross over 1.43 and surge ahead towards 1.58. Tomorrow dividend will be credited to the bank account,  awesome! 

Beyond 1.58, she may rise up further to 1.70 level.

Pls dyodd. 

6th September 2024:

MPACT : Mapletree PanAsia Com  - Awesome! 

She had managed to touch 1.43 and closed at 1.41 seem like this Bullish momentum will prevail! She may rise up to test than 1.58.

Pls dyodd

 30th August 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! 

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. 

Mapletree Log Tr - She looks like loosing steam! Price fallen off from 1.50 to 1.41 doesn't look good! She may go down to test 1.35.

 Mapletree Log Tr  - She looks like loosing steam! Price fallen off from 1.50 to 1.41 doesn't look good! She may go down to test 1.35. 

Pls dyodd.

28th September 2024:

MLT - Mapletree Log Tr  : She is looking great to rise up to reclaim 1.47 than 1.51.

 A nice breakout smoothly we may likely see her continue to trend higher! 

Beyond 1.57, she may likely rise up further towards 1.65 than 1.75.

Pls dyodd. 

 23rd September 2024:

 Mapletree Log Tr  - She may rise up to reclaim 1.47 than 1.51! A nice breakout of 1.51 with ease we may see her continue to rise up further towards 1.57 and above.

Beyond 1.57, we may see her rising up to test 1.65 than 1.75.

Pls dyodd.

18th August 2024:

 Mapletree Log Tr  - Today gd reit likely gap up due to Powell's speech last Friday that Fed is ready to cut rate to stave off weak US labor. Gd reit likely cheer along with this piece of gd news! 

She may cross over 1.38 and rise up to test 1.43 than 1.51 with extension to 1.64.

Pls dyodd.

18th August 2024 update:

 Mapletree Log Tr  - Chart wise, she needs to overcome the resistance at 1.34 and 1.38 in order to rise up further! 

At 1.30, yield is about 6.4 percent for this Giant logistics reit of which I think is quite a good pivot point to consider!

NAV is about 1.37.

Gearing below 40%.

 Pls dyodd. 

24th July 2024 update:

MLT : Mapletree Logistics Tr - 1st quarter results is out! Gross Revenue is down marginally to 181.6m versus 182m . 

NPI is down 0.9 percent to 156m. Distribution income is down 7.4 percent to 103m versus 111m , borrowing costs increased 9.4 percent to 38.5m due to higher borrowing costs! DPU is down 8.9 percent to 2.068 cents versus 2.27 cents

 Mapletree Log Tr  - First Quarter results will be out today - 24th July after Trading hours. I think  dpu likely lower as China side may see a lower revenue !

 Estimating DPU of 2.18 cents! Occupancy rate is 95.7% versus 96% last year! Gearing is 39.6%. 

The overall average rental reversion including China was 2.6%.

Pls dyodd.  

Lai ah, AGM is on 17th July 2024 at 2.30pm.1st quarter results will be out in 24th July , dividend is coming, awesome! She had a nice rebound yesterday, need a follow through to reverse this downtrend.

She may likely rise up ti test 1.40-1.42 level. A nice breakout smoothly may see her rising up further towards 1.50 - 1.51.

Pls dyodd.

  Mapletree Log Tr  - Today Pay day for dividend of 2.218 cents crediting to the bank account plus scrip share issued for those who opted to receive in share!

 AGM is on 17th July 2024 at Mapletree Business City Town at 2.30PM.

Chart wise, it looks like 1.29-1.30 is a good pivot point of support! 

Yield is about 6.74% at 1.32. NAV 1.37. Gearing belowv40%. I think good yield level to slowly accumulate for my mid holding! Pls dyodd. 

Mapletree Log Tr  - I think boat is back! Trading at 1.30 yield is a whopping 6.82 percent which is a very good yield level to consider! 

NAV 1.37, Gearing below 40 percent. Pls dyodd. 

  Mapletree Log Tr  - 4th quarter results is out! Gross Revenue is up 1.2 percent to 181m, NPI is up 0.6 percent to 155m, DPU is down 2.5 percent to 2.211 cents marginally due to enlarged no of unit base, rental reversion increased 2.9 percent,  gearing 38.9 percent which is quite healthy! I think the results is quite resilient! Pls dyodd. 

Occupancy rate 96%.

XD 2.211 cents on 7th May 

Pay date 26th June.

Fixed loan rate of 84%.

Do take note. 

MIT: Mapletree Ind Tr - I think at 2.49 yield is still pretty good at 5.4 percent. Results willl be out on 29th October, do take note!

  MIT: Mapletree Ind Tr  - I think at 2.49 yield is still pretty good at 5.4 percent.  Results willl be out on 29th October,  do take note! 

3rd October 2024:

Mapletree Ind Tr  - She may rise up to test 2.59! A nice breakout smoothly may see her rising up further towards 2.65 and 2.73.  

Pls dyodd. 

30th September 2024:

Mapletree Ind Tr  - Proposed acquisition of a Freehold properties in Japan/Tokyo a multi-storey use facilities comprises of Data Centre,  Back Office, training facilities and an adjacent accommodation wing for a value of JPY14.5B!  

Approximately SGD 130m.

The acquisition is DPU accretive!

The Manager intends to finance the acquisition via JPY denomination loan of 14.9b and hereby increase the Gearing from 39.1% to 39.8%.

With this new acquisition,  Japan will increase MIT total portfolio percentage to 6.4% from 5.1%. Increase the total assets value from 9b to 9.1b.

With this acquisition would likely boost their NPI/Distribution Income and perhaps an increase in DPU.

Pls dyodd. 

Frasers Cpt Tr - I think good price is back! First Half results will be out on 25th October dividend is coming, nice! At 2.27 yield is 5.3 percent I think is quite a good pivot point!

Frasers Cpt Tr - I think good price is back! First Half results will be out on 25th October dividend is coming,  nice!

 At 2.27 yield is 5.3 percent I think is quite a good pivot point!

4th October 2024:

  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. 

CapLand Ascott Tr - A long bearish bar appearing at the top of the price patterns looks rather threatening! Luckily the volume isnt high! Hopefully she can rise up to reclaim 99 cents or 1.00.

  CapLand Ascott Tr  - A long bearish bar appearing at the top of the price patterns looks rather threatening!

 Luckily the volume isnt high! Hopefully she can rise up to reclaim 99 cents or 1.00. 

Pls dyodd. 

2nd October 2024:

CapLand Ascott Tr  - Acquisition of Ify Funan Singapore is another great asset added to boost their total portfolio 

plus an increase of 3.5m distribution income or 1.5 percent increase in DPU payout,  awesome!

 This acquisition is being funded by the recent divestment of Citadines Mount Sophia and the Gearing is below 40 percent which is a plus point! 

Ay 97 cents, yield is about 5.25% which is quite a good yield level! 

NAV is about 1.15.

Gearing below 40%.

I think current price is still considered quite a great price! 

Pls dyodd.