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Monday, September 15, 2025

HRnetGroup - She is gaining momentum likely to rise up to test 73.5 cents

 HRnetGroup  - She is gaining momentum likely to rise up to test 73.5 cents!

Pls dyodd.


12th August 2025:

 HRNetGroup - 1st Half Results is out! Gross Revenue is down 8.9 percent to 285m versus 294m last year. Net profit is down 6.8 percent to 22.8m as compared to 29.6m . 



Interim dividend of 2 cents versus 1.87 cents last year. I think result is so so! 



Cash on hands is about 147m.

I think net cash position. 

CASH flow seem ok. 



XD 3rd September. 

Pay date 11th September. 

Yield is about 5.9% at 67 cents.

Pls dyodd. 


ComfortDelGro - Slow and steady, she will rise up to test 1.51 soon

She is trading at 1.50, looks rather bullish!

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.






Sunday, September 14, 2025

Amova-Stc Asia ETF Reit(CFA.SI)- She is gaining strength likely to rise up to test 86 cents soon

  Amova-Stc Asia ETF Reit  - She is gaining strength likely to rise up to test 86 to 86.5 cents soon!

A nice breakout smoothly at 87 cents we may likely see her rising up further towards 90 than 93 cents.

Pls dyodd 



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.



Saturday, September 13, 2025

DBS - At 51.79 Price per book is 2.2 times, PE 13.31 times seem like pushing to the sky due to dividend yield of 4.6 percent at 60 cents per Quarter excluding special dividend


Lai ah, waiting for 48 to come back soon! 


13 September 2025:

The price has retreated to trade at 50.65, looks rather weak and SMA is turning down.  She may go down to test 50.00 than 48.00. Pls dyodd. 



18th September 2025:

FOMC cut 0.25 % for September and estimating another 2 or more cuts till end 2025! 

Bank likely see further selling down pressure!

Dbs may go down to test 50.00 than 48.00.

Pls dyodd.



13th September 2025:

 DBS at 51.79 Price per book is 2.2 times, PE 13.31 times seem like pushing to the sky due to dividend yield of  4.6 percent at 60 cents per Quarter excluding special dividend!

If including special of 0.15 per quarter then yield is about 5.7%.

The usual investment criteria is to buy below price per book below 1 time. 

For trading,  may be is still OK but cannot hold for higher profit is like a hit and run strategy!

When market really cannot go higher,  eventually,  it will has to go down! 

When the country is cutting interest rate it might be the economy is not doing well! It may slip into Recession...

If that is going to happen, bank may drop faster ..

All 3 bank Net Interest income al decreasing qoq.  The only silver lining is Net interest fee! 

Not a call to buy or sell!

Pls dyodd. 


Friday, September 12, 2025

Frencken - Chart wise, bearish mode. She may roll down if 1.37 being broken down

 Frencken  - Chart wise,  bearish mode.  She may roll down if 1.37 being broken down!

Next, shw may go down to test 1.30 than 1.22 than 1.20 with extension to 1.12.

Not a call to buy or sell!

Pls dyodd. 



Thursday, September 11, 2025

CapLand Ascott - EGM is on 26th September 2025 10AM at Suntec City. May be got food provided

  CapLand Ascott  - EGM is on 26th September 2025 10AM at Suntec City. May be got food provided .



The proposed Japan assets divestment is dpu accretive.  The divestment gains is about 50.8m. Not bad! The divestment amount of 222.7m. After deducting all expenses,  net proceeds of 187.4m. So much $ to pay for admin and expenses .

Pls dyodd. 


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.