CapLand China - Chart wise, bullish mode. She is rising up to retest 80 cents soon

 CapLand China  - Chart wise,  bullish mode. She is rising up to retest 80 cents soon. 

A nice breakout smoothly at 80 cents plus good volume we may see her rising up further towards 88-90 cents.

Pls dyodd. 

30th July 2025:

She is rising up to retest 80 cents!

Taking cue September will likely see Fed cutting interest rates of 0.25%.

Not a call to buy or sell!

Pls dyodd.

30th July 2025:

CLCT posts 1H 2025 net property income of RMB580.3 million

Upgrades underway at three retail malls to transform former anchor 

supermarket spaces into higher-yielding concepts 

Singapore, 30 July 2025 – CapitaLand China Trust (CLCT) reported a net property income 

(NPI) of RMB580.3 million for the six months ended 30 June 2025 (

CLCT posts 1H 2025 net property income of RMB580.3 million

Upgrades underway at three retail malls to transform former anchor 

supermarket spaces into higher-yielding1H 2025). NPI was 

impacted by lower gross revenue, partially mitigated by a 2.5% year-on-year (y-o-y) reduction 

in operating expenses across CLCT’s overall portfolio.

The decrease in gross revenue was attributed to lower contributions from the retail portfolio, 

largely due to ongoing supermarket upgrades at three retail malls, and lower occupancy at the 

business parks portfolio. This was partially offset by stronger performance from the logistics 

parks portfolio, which recorded a 2.0% y-o-y increase.

CLCT’s 1H 2025 Distribution Per Unit (DPU) was 2.49 Singapore cents. The lower DPU 

resulted from a decline in NPI and the weakening of the Renminbi (RMB) against the 

Singapore Dollar (SGD), which was partially offset by savings in finance costs. Including 

distributions from CapitaMall Yuhuating, which were retained

in view of its divestment to 

CapitaLand Commercial C-REIT (CLCR) as a seed asset, the DPU would have been 2.59 

Singapore cents.

XD 6th August.  Paydate 24th September. 

CLCT’s 1H 2025 Distribution Per Unit (DPU) was 2.49 Singapore cents. The lower DPU 

resulted from a decline in NPI and the weakening of the Renminbi (RMB) against the 

Singapore Dollar (SGD), which was partially offset by savings in finance costs. Including 

distributions from CapitaMall Yuhuating, which were retained1

in view of its divestment to 

CapitaLand Commercial C-REIT (CLCR) as a seed asset, the DPU would have been 2.59 

Singapore cents.

On 29 July 2025, CLCT obtained Unitholders’ approval for the divestment of CapitaMall 

Yuhuating to CLCR for no less than the minimum floor price of RMB748 million (approximately

S$134.9 million) and CLCT’s subscription for a 5% strategic stake in CLCR. With Unitholders’ 

approval received, CLCT, together with its sponsor CapitaLand Investment and CapitaLand 

Development, who are joint strategic investors in CLCR, will proceed to seek the local 

authorities’ approval for the listing of CLCR targeted around 3Q/4Q 2025. CLCT’s receipt of 

the gross proceeds from the divestment is subject to and shall take place after the completion 

of the CLCR offering.

Mr Gerry Chan, CEO of CLCTML, the manager of CLCT, said: “Despite ongoing economic 

headwinds in China, our portfolio continues to demonstrate resilience. Our retail occupancy 

remained high at 96.9% in 1H 2025, while we increased the occupancy of our business parks 

and logistics portfolio by proactively attracting tenants in key sectors aligned with China’s priorities, we are well-positioned to capture policy-driven opportunities as China pursues 

high-quality growth.” 

“We remain focused on seizing opportunities in China’s domestic market, including our 

strategic participation in the C-REIT, which offers new capital recycling pathways and 

attractive growth potential. The divestment of CapitaMall Yuhuating will unlock value from a 

mature retail asset, enhance our financial flexibility and strengthen our balance sheet. 

Through CLCT’s strategic stake in CLCR, we will continue to enhance long-term, sustainable 

returns for our Unitholders.”

“As part of our disciplined capital management, we have leveraged the easing interest rates 

in China to increase our RMB-denominated debt. The RMB share of total debt rose from 27% 

in 1H 2024 to 41% in 1H 2025, and we remain on track to meet our 50% target by end 2025. 

This strengthens our natural hedging position, mitigates foreign exchange fluctuations and 

optimises funding costs,” added Mr Chan.

technology ambitions. In 2025, we are prioritising the repositioning of our retail malls with 

unique and customer-centric offerings to address changing shopper preferences. By 

focusing our business parks and logistics parks on sectors aligned with the government’s

Venture - Today, she is going XD, likely to see price corrected towards 13.28

 Price seem to bounce-off from after going XD and is now trading at 13.38, looks rather bullish!

She may rise up to cover the dividend Gapped at 13.53. Chiong ah!

Pls dyodd.

 1st September 2025:

Venture  - Today, she is going XD,  likely to see price corrected towards 13.28! 

Paydate 12th September 2025 for 30 cents dividend.

After XD, will she be able to continue this uptrend direction! 

Pls dyodd. 

Venture  - No Venture,  No Gain. She is rising up to cover the Gapped at about 13.53 looks rather bullish! 

Beyond 13.53, we may see her rising up further towards 14.00 and above!

XD 1st September for 30 cents dividend.

 Yield is about 5.96%. Very nice yield!

Pls take note!

16th August 2025:

 Venture  - She closed well at 13.30 last Friday,  looks rather bullish and may likley continue to trend higher!

Immediate resistance is at 13.42. Next, 13.72 follow by 14.00 than 14.30.

Pls dyodd. 

15th August 2025:

 Venture Corporation  - She is rising up to test 13.42 than 14.00.

After the released of the results,  the market seems to like the current sets of financial numbers.  The price has risen to trade at 13.31. Nice!

Pls dyodd. 

12th August 2025:

 Wow! A nice breakout recently at 12.95 and 13.00 level looks rather bullish and may likely continue to drive the price higher!

Last Friday closed at 13.10 exhibited strength and may likely rise up to test 13.42 than 13.70 with extension to 14.34.

Don't miss out!

This is the first time the company has declared Special dividend,  I think market is in favor of this special dividend. May be Final might have another special dividend.  

Special dividend 5 cents plus interim dividend 25 cents.  XD 1st September,  paydate 12 September. 

NikkoAM-STC Asia REIT ETF - This one no-brainer counter. Yield is more than 5 percent, quarter dividend, nice

 

NikkoAM-STC Asia REIT ETF  - This one no-brainer counter. Yield is more than 5 percent,  quarter dividend,  nice!

She is rising up to test 86 cents soon!

Pls dyodd. 

20th Aug 2025:

  NikkoAM-STC Asia REIT ETF  - this counter covers most of the famous reit which is more or less to invest into S-REIT sector. The best part it is paying out Quarterly dividend!

Now market is anticipating Fed officials may cut interest rates 0.25% in Sept meeting.  Reit sector seem firming up and getting ready to welcome the gd news! 

CFA looks like she may rise up to test 0.85 soon! 

Pls dyodd.

9th August 2025:

Indeed she had managed to cover the dividend Gapped at 80 cents and is now trading at 80.9 cents. A nice crossing over of 81 cents with ease we may see her rising up to test 85 cents and above. 

Pls dyodd. 

5th July 2025:

NikkoAM-STC Asia ETF Reit  (CFA.SI) : If you dont know which reit counter to consider can look at this Reit ETF that pays quarterly dividend and is yielding 5m5 percent covering most of the gd reit counters.

Nibbled small units at 0.784 yesterday- 4th July 2025.

Chart wise,  s

he is gaining strength,  likely to rise up to cover the dividend Gapped at about 0.792-0.8. A nice breakout of 0.8 smoothly plus good volume we may likely seeing her rising up further towards 0.85 and above. 

If rate cuts materialize in September and December 2025, this may likely boost the price higher!

More rate cuts may help to lower borrowing costs and help to increase the DPU payout.  When DPU increased,  the price likely follow. 

Not a call to buy or sell!

Pls dyodd. 

Top 10 Holdings:

Interesting to find out what is this Embassy Office Park reit.

CapLand Ascott - Today, dividend will be credited to the account, nice

 CapLand Ascott  - Today, dividend will be credited to the account,  nice!

She is rising up to test 91 cents. 

A nice breakout smoothly plus good volume we may see her rising up further towards 98.5 cents to 1 dollars.  

Huat ah!

Not a call to buy or sell!

Pls dyodd.

ST Engineering - Chart wise, bearish mode. She may roll down to test 7.00

 ST Engineering  - Chart wise, bearish mode! Yearly dividend is about 16 to 17 cents. Yield is about 2%. Very low yield. PE is about 35x. She is being pushed up like a growth stocks counter. Fast up, falling down will be very fierce!

Chart wise,  bearish mode.  She may roll down to test 7.00.

Is good to monitor and see if 7.00 can hold or not! If unable,  she may go down to test 6.27 than 6.00.

Not a call to buy or sell!

Pls dyodd.

ComfortDelGro - Wasted, all the gains returning back after the running up from 1.43 to 1.64. Now she is back to the original price level. It might be an opportunity is back

She is slowly climbing higher and is now trading at 1.48, not bad! 

She may rise up to test 1.51 than 1.55 - 1.60.

Pls dyodd.

28th August 2025:

ComfortDelGro - Wasted, all the gains returning back after the running up from 1.43 to 1.64. Now she is back to the original price level. It might be an opportunity is back!

At 1.43, yield is about 5.88 percent which is very gd level level as compared to cpf oa 2.5% and special 4%. 

Not a call to buy or sell!

Pls dyodd.

19th August 2025:

  ComfortDelGro  - Gd results but price still being pressed down. Great opportunity is back. Nibbled small units at 1.50.

Yearly dividend is about 8.41 cents. Yield is about 5.6%.

Pls dyodd. 

13th August 2025:

 I think the results is gd! Tomorrow price likely rises higher towards 1.60 and above! 

COMFORTDELGRO POSTS STRONG 1H2025 RESULTS, REVENUE

INCREASES 14.4%, WITH 11.2% PATMI GROWTH

• Revenue rose to S$2.4 billion, marking a 14.4% year-on-year growth, while PATMI climbed to S$106

million, an 11.2% year-on-year improvement.

• Overseas revenue now accounts for over 50% of total revenue.

• Interim dividend of 3.91 cents per share declared, representing a payout ratio of 80%.

XD 20th Aug, paydate 28th August. 

The Group’s Public Transport segment saw a 29.6% increase in operating profit YoY, mainly due to its

London bus contract renewals at improved margins and the successful commencement of its four bus

franchises in Greater Manchester as part of the Bee Network.

Under its Taxi & Private Hire segment, the Group reported a 20.6% increase in operating profit compared to

1H2024. The Group saw full contribution from Addison Lee in the UK and A2B in Australia amidst increasing

competition in the Singapore market and continuing economic challenges in China.

Overseas revenue accounted for more than 50% of the Group’s total revenue for the first time. Overseas

operating profit grew approximately 67.8% YoY, largely attributed to the full contribution from its 2024

acquisitions of Addison Lee, CMAC, and A2B.

“The increase in overseas

earnings reflects our focus on pursuing profitable international growth. The international Public Transport

business continues to do well, underpinned by our ability to collaborate effectively with our clients to deliver

valued services to support their transport goals. We continue to drive greater operational efficiencies and

growth opportunities for our global taxi and private-hire network. In a time of uncertainty, we remain

committed to the disciplined execution of our strategy, including leveraging technologies such as artificial

intelligence and autonomous vehicles to build a future-ready ComfortDelGro.”

The Group is actively enhancing and developing its long-term capabilities to maintain competitiveness.