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Monday, June 23, 2025

DBS bank - Good News, it seems that Israel and Iran has agreed to ceasefire. Bank likely rebound

5th August 2025: 

1st Half results will be out on 7th August morning! Likely see Net profit lower about 2-5%. Interim dividend likely remain the same as 0.60. Plus special dividend of 0.15.

Pls dyodd. 



 24th June 2025:

DBS bank  - Good News,  it seems that Israel and Iran has agreed to ceasefire.  Bank likely rebound !



Yesterday did you managed to nibble some!

Congrats for those who dare to seize the opportunity. 

Nibbled small units at 43.10.

Pls dyodd. 

Indeed it has Gapped up this morning! Now trading at 42.22. Nice!




  DBS Bank - As expected,  price is down due to war but I think the dividend may likley support the price at current price of 43.40 with an yield of 6.91 percent! 

Dbs is the only local bank that is paying out quarterly dividend.  Expecting another interim dividend of 0.60 + 0.15 special dividend.

Not a call to buy or sell!

Pls dyodd.



6th May 2025:

DBS bank  - 1st quarter results is out.  Net profit is down 2 percent to 2.9b due to 15 percent global minimum tax. ROE 17.3 percent. I think results beat market expectations of 2.82b. Interim dividend of 60 cents plus special dividend of 15 cents! 



I think results is quite good!

First Quarter net profit is up 10% qoq.

Total Revenue increased 6% to 5.905b.

Due to trade Tarrifs,  FY2025 net profit will be lowered than 2024.

Pls dyodd. 




Sunday, June 22, 2025

DBS Bank - As expected, price is down due to war but I think the dividend may likley support the price at current price of 43.40 with an yield of 6.91 percent

  DBS Bank - As expected,  price is down due to war but I think the dividend may likley support the price at current price of 43.40 with an yield of 6.91 percent! 

Dbs is the only local bank that is paying out quarterly dividend.  Expecting another interim dividend of 0.60 + 0.15 special dividend.

Not a call to buy or sell!

Pls dyodd.



6th May 2025:

DBS bank  - 1st quarter results is out.  Net profit is down 2 percent to 2.9b due to 15 percent global minimum tax. ROE 17.3 percent. I think results beat market expectations of 2.82b. Interim dividend of 60 cents plus special dividend of 15 cents! 



I think results is quite good!

First Quarter net profit is up 10% qoq.

Total Revenue increased 6% to 5.905b.

Due to trade Tarrifs,  FY2025 net profit will be lowered than 2024.

Pls dyodd. 




Saturday, June 21, 2025

Wilmar Intl - Chart wise, bearish mode. If 2.88 cannot hold, she may goes down to test 2.80 and below

 Wilmar Intl  - Chart wise,  bearish mode.  If 2.88 cannot hold, she may goes down to test 2.80 and below!



Next, she may slide further down towards 2.70 than 2.65 with extension to 2.45 level.

Not a call to buy or sell!

Pls dyodd. 

Recent news:

Please see below for your reference:





Friday, June 20, 2025

Frasers Cpt Tr - 10 years treasury yield has weaken a little bit, this might benefit for businesses that are sensitive to interest rate

 Frasers Cpt Tr  - 10 years treasury yield has weaken a little bit, this might benefit for businesses that are sensitive to interest rate!




She had managed to test 2.25 a few times,  likely to retest 2.25 again and stay above! Next, she may rise further towards 2.30 than 2.34. Pls dyodd.  


Wah, nice rebound! She is trading at 2.24, likely to rise up to test 2.30! Pls dyodd. 



Price has come down to a good pivot point to accumulate!At 2.14, yield is about 5.6%.

Pls dyodd.  



 FCT - Frasers Cpt Tr  - Went to Punggol Waterway Point for dinner, had meal at A-One restaurant famous for their porridge and signature dishes, quite nice!




Ordered the Fish meat , fish roe porridge,  nice texture and very tasty. Their signature dishes like Pai Gu Wang(soft bone or boneless) shiok! The veggies with centuries eggs and meat balls and ikan bilis very nice combination and nice soup base to drink. 


Ordered 2 bowls of porridge.  The serving is for 2 person. Plus 2 dishes. Costs 69++. I think reasonable price like zi char stores. Execpt need to pay Services tax plus get. If not, will be lesser. 

FCT trading at 2.16, yield is about 5.5% , seem not bad! 

The recent North Point City South Wing and Golden village cinema at Yishun 10 may enhance their assets and hopefully dpu accretive!



Chart wise,  I think it may go down yo test 2.13 than 2.10.

2.10 would be a very nice pivot point! 

Not a call to buy or sell!

Pls dyodd. 



Thursday, June 19, 2025

Olam Group - EGM is on 4th July 25, 3pm. Not sure any vouchers handling out

  Olam Group  - EGM is on 4th July 25, 3pm. Not sure any vouchers handling out!


26th April 2025:

Olam Group AGM - Companies organizations plan to de-level the group and make it debts free and sustainable,  secondly to invest 500m into Ofi and thirdly , to divest remaining assets to monetize and pass on the proceeds and payout as Special dividend.







AGM on 25th April  2pm at Sands Expo.

Nice gifts provided plus coffee and tea.

IPO listing plan for Ofi in Saudi Arabia and locally. 

Recent divestment gains of AFI plus another assets is about US2.58b.

Realises gains of US1.84b.

I think high chance 1st Half Results we may hear about the special dividend payout. 

Current CD , XD 5th May .

Chart wise,  bullish mode!
The Gapped at 93.5 cents has been covered pathing the way for her to rise up further towards 1.01.

Pls dyodd. 



ComfortDelGro - 1st Half results cum interim dividend will be out in August 2025, likely see an increase in dividend payout

After Ex.dividend,  the price has corrected from 1.55 to 1.40, looks like boat is back! Nibbled some units at 1.43. 

Not a call to buy or sell!

Pls dyodd.




20th June 2025;

ComfortDelGro  - 1st Half results cum interim dividend will be out in August 2025, likely see an increase in dividend payout!

With many ventures overseas plus taxi business and local transportation is back to pre-covid level total Revenue and net profit likely increase! Dividend payout estimating increase to 8-8.5 cents and targeting 10-10.5 cents. In few year time!

Pls dyodd.




 14th June 2025:

 ComfortDelGro  - good price is back. I am waiting to add some at 1.40 and below.At 1.41, yield is 5.5 percent which is very nice yield level for me!



They are 9n expansion mode! Total Revenue and net profit likely increase again ! Same for dividend! Estimating dividend to increase ro 8-8.5 cents and reaching 10 cents in 2-3 years time.

Not a call to buy or sell!

Pls dyodd.


 ComfortDelGro  - 1st quarter results is out. PATMI IS UP 19 percent to 48.3m. Total Revenue is up 16.4 percent to 1.17b . Patmi margin improved to 4.1 percent Solid set of financial numbers.



Net cash inflow of 3.7m.

Total cash on hands amounting to 896.1m.

Total borrowing of 174m. Net cash position. 

Overseas revenue covering more than 50% of the total Revenue, first time in Group,s history.  All new acquisition in 2024 contributing in 1st quarter 2025.

I think nice sets of financial numbers!


I think FY dividend may increase to 8-8.5 cents vs last year 7.77 cents. Awesome!