Mapletree PanAsia Com - Wow, today strong performance. She is up 4 cents to 1.32, looks rather positive and she may rise up to test 1.36.
Beyond 1.36, she may rise up cover the Gapped at 1.41-1.42.
Do take note she is going XD on 6th August for 2.01 cents dividend.
Not a call to buy or sell!
Pls dyodd.
CapitaLand Ascendas REIT - 1st Half Results will be out today, 4th August after trading hours. Estimating DPU of 7.7 to 7.8 cents!
Chart wise, she has retreated from 2.87 to close at 2.74, looks like opportunity is back!
At 2.74, yield is about 5.55%.
I think is quite a gd yield level.
The recent acquisition of DC and Business park in Singapore may boost their dpu payout.
Pls dyodd.
Home baked Earl Grey
CapLand Investment (9CI.SI) - She has retreated from 2.87 to close at 2.76, she may rise up to retest 2.82 after taking this breather!
Yearly dividend is about 18 cent if we add up the Final dividend of 12 cents plus 0.03 share of CICT , equivalent to about 6 cents that give us a total of 18 cents, yield is a whopping 6.5% at 2.76.
I think is a great yield level.
Pls dyodd.
11th July 2025:
CapitaLand Investment (9CI.SI) - She is rising up to retest 2.73 again.A nice breakout smoothly plus good volume we may see her rising up further towards 2.82 and above!
Beyond 2.83, we may see her rising up further towards 2.93 with extension to 3.12.
Pls dyodd.
CapLand Investment - She is gaining strength likely to test 2.72 . A nice breakout smoothly plus good volume we may see her rising up further towards 2.82 and above !
Beyond that, she may show us 3.00 and above.
Pls dyodd.
27th April 2025:
Tomorrow 13th May, dividend will be credited plus 0.03 CICT share! Exciting moments!
Hopefully, price can rise higher tobtest 2.61 and above!
Pls dyodd.
27th April 2025:
CapitaLand Investment (9CI.SI) - Chart wise, bullish mode.She is looking great to rise up to test 2.79, XD 2nd may XR 0.03 percent of CICT share, Huat ah!
Rare opportunity to look at this property investment companies of having assets light and earnings of management fees such as Reit management fees, Loan interest fees(loan division) and other businesses.
20th April 2025:
CapLand Investment (9CI.SI) - total dividend of about 18.6 cents including special dividend species of 0.031 CICT share, XD 2nd May. Paydate 13 May 2025. Fantastic!
0.031 x 2.12(CICT price) = 0.0658.
Final dividend 12 cents + 6.58 cents = 18.658 cents.
Chart wise, bullish mode!
She may rise up to cover the Gapped at 2.65.
A nice breakout smoothly at 2.65 plus good volume we may see her rising up further towards 2.70 than 2.79-2.80.
Pls dyodd.
As mentioned earlier, she has run up too much and too fast, the price simply cannot sustain and finally gave way and falling down to 8.90. I think is better to let the dust settle down first!
When the price has reached to an overpriced level anything can happen!
Pls dyodd.
3rd August 2025:
After the released of the results, as expected, price Gapped from 7.42 and rally all the way up to 9+. Looks rather overly extended!
As reflected on the chart, the same scenario may repeat itself! Pls dyodd.
24th July 2025:
iFAST Corp: 1H2025 Net Profit Rises 34.7% YoY to S$41.15
million, with 2H2025 Set to Outperform; 2Q2025 Dividend
Up 33% YoY and FY2025 Dividend Expected to Rise at Least
35% YoY
• In 2Q2025, the Group’s net profit increased by 37.9% YoY to S$22.11 million, on the back of a 28.3%
YoY increase in the Group’s gross revenue to S$120.24 million. The increase in 2Q2025 profitability
was driven by growth in the Hong Kong ePension business, a turnaround of iFAST Global Bank
(“Bank”) and continuing growth in the Group’s core wealth management platform business.
• For the Group’s core wealth management platform business, Group AUA increased 21.6% YoY to a
new record high of S$27.20 billion. Group net inflows were at a record S$1.29 billion in 2Q2025.
• The Hong Kong business saw a 33.4% YoY growth in gross revenue to S$45.60 million in 2Q2025.
The increase in revenue reflected the growth of the ePension business and the wealth management
business in Hong Kong. Profit before tax for the overall Hong Kong business saw a 17.8% YoY
increase to S$15.7 million in 2Q2025.
• Following the initial quarter of profitability in 4Q2024, iFAST Global Bank continues its profitable
growth path. It achieved a net profit of S$0.70 million in 2Q2025, compared to a loss of S$1.56 million
in the previous year. Customer deposits at the Bank grew 124.2% YoY to S$1.45 billion at the end of
2Q2025.
• The Group’s Return on Equity (ROE) in 1H2025 was at a healthy 24.6%. A healthy ROE allows the
Group to be able to pursue robust long-term growth strategies while being able to raise dividend
payouts.
• For the second interim dividend for FY2025, the Directors proposed a dividend of 2.00 cents per
ordinary share (+33.3% YoY) and for FY2025, the Directors expect to propose a total dividend of 8.00
cents per ordinary share or higher (at least +35.6% YoY increase).
XD 6th August.
Another sets of stellar results!
Monday price may gap up!
Pls dyodd.
Hosey! Monday she is going to cross over 1.20 and run away towards 1.29.
XD 8th September for 3.97 cents dividend still quite another 2 weeks to go!
Pls dyodd.
2nd August 2025:
She is bouncing off from 1.13 and is now trading at 1.17-118 , looks rather interesting!
Re-entered small units at 1.14. Can see 2nd round of profit.
Ifvthe bullish momentum prevail she may cross 1.20 and rises higher towards 1.30.
Pls dyodd.
Yesterday, price was down 4 cents to 1.15. Luckily, I have locked in profit at 1.19. The price may go down to test 1.13 than 1.09. May be opportunity might come back!
They have just reported their 1st Half Results of which dPU was up 9% to 3.97 cents. But good results didn't see price reacted positively might be due to Fed signaling a not so rosy picture about rate cut for September.
XD 8th September. Paydate 18th September.
The XD date is still more than 1 month to go. Let's see how the price fluctuate going forward into August!
Quote: The Federal Reserve said on Friday that Governor Adriana Kugler was resigning from the central bank effective Aug. 8.
She is falling down!
Quickly run for the nearest exit door!
She is going down to test 15.90!
If 15.90 cannot hold, she may go down to revisit 15.00 and below!
Pls dyodd.
1st August 2025:
OCBC Group First Half 2025 Net Profit at S$3.70 billion
Interim dividend of 41 cents declared
Singapore, 1 August 2025 – Oversea-Chinese Banking Corporation Limited (“OCBC”) reported net profit
of S$3.70 billion for the first half of 2025 (“1H25”), 6% below the record S$3.93 billion in the previous year
(“1H24”).
OCBC’s total income was little changed, as a decline in net interest income from the peak level a year ago
was mostly compensated by robust fee and trading income growth. Cost-to-income ratio was maintained
below 40%, and higher credit allowances were set aside in view of the current uncertain operating
environment. Asset quality remained benign with non-performing loan ratio at 0.9%, while allowance
coverage for total non-performing assets stood at 156%. The Group maintained its solid financial position,
and an interim ordinary dividend of 41 cents was declared, representing a payout ratio of 50% of 1H25
Group net profit. The Group remains committed to the previously announced S$2.5 billion capital return
which includes a special dividend amounting to 10% of our FY25 Group net profit and share buybacks over
two years, to be completed in 2026. Together with OCBC’s target 50% ordinary dividend payout ratio, this
represents a total dividend payout ratio of 60% for FY25.
H25 Year-on-Year Performance
Group net profit was S$3.70 billion, 6% lower than S$3.93 billion a year ago.
➢ Amid a softening interest rate environment, net interest income fell 5% to S$4.63 billion, as a
compression in net interest margin (“NIM”) more than offset an 8% rise in average asset volume.
Average asset growth was driven by an increase in loans and other interest-earning high-quality assets
which were lower yielding. NIM declined by 25 basis points to 1.98%, as the drop in asset yields
outpaced the decrease in funding costs.
➢ Non-interest income grew 8% to S$2.57 billion, buoyed by a rise in fee and trading income.
• Net fee income of S$1.13 billion was 19% higher from broad-based growth, underpinned by
increased customer activities. In particular, wealth management fees which made up nearly half
of net fee income, surged by 25%, with growth across all wealth product channels.
• Net trading income was S$771 million, 6% above the previous year. Customer flow treasury
income was up 10%, driven by both wealth and corporate segments, with higher treasury sales
across the Group’s key markets.
• Insurance income from Great Eastern Holdings (“GEH”) declined by 9% to S$532 million, largely
attributable to the mark-to-market impact of decline in interest rates on the valuation of insurance
contract liabilities, as well as lower valuation of private equity holdings, from its insurance funds.
New business embedded value (“NBEV”) increased by 16% to S$317 million and NBEV margin
rose to 44.7% from 28.0% a year ago, driven by improved insurance product mix.
➢ The Group’s wealth management income, comprising income from private banking, premier private
client, premier banking, insurance, asset management and stockbroking, increased 4% to S$2.66
billion. Group wealth management income accounted for 37% of total income, higher than 35% in 1H24.
Our Banking wealth management AUM expanded by 11% to an all-time high of S$310 billion, driven
by both net new money inflows and positive market valuation.
➢ Operating expenses were S$2.80 billion, up 3% from the previous year. Staff costs were 4% higher,
attributable to annual salary increments and increased variable compensation linked to higher business
activities. Technology-related expenses were up as the Group continued to invest in common platforms
and upgrade its capabilities across markets. Cost-to-income ratio was 38.9% for 1H25, compared to
37.5% for 1H24.
➢ Total allowances rose by 4% to S$326 million, mainly due to an increase in allowances for non-
impaired assets.
➢ Share of results of associates was S$537 million, up 8% from S$498 million a year ago.
➢ The Group’s annualised return on equity was 12.6%, lower than 14.5% in the preceding year, while
annualised earnings per share was S$1.64, 6% below 1H24.
