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Tuesday, September 30, 2025

Keppel DC Reit - XR on 29th September, but price didnt really affected. PO application start on 3rd Oct, do take note

 9th October 2025:

Just received the letter today! 

Tomorrow can go and apply PO.


Keppel DC Reit  - XR on 29th September,  but price didnt really affected.  PO application start on 3rd Oct, do take note!

Last day to apply is on 13th October 5pm.

New share start trading on 22nd Oct Morning. 



Chart wise, looks like she may rise up to test 2.43! 

A nice breakout smoothly plus high volume we may see her rising up further towards 2.50 and above!.

Pls dyodd. 






Monday, September 29, 2025

CapLand Ascott - She is gaining strength, likely to rise up to reclaim 93 cents again

  CapLand Ascott  - She is gaining strength, likely to rise up to reclaim 93 cents again!

A nice breakout at 93 cents smoothly plus high volume we may likely see her rising up further towards 99 cents to 1.00.

Pls dyodd. 





 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.



Saturday, September 27, 2025

United Hampshire US REIT - Had the opportunity to meet up with Ms. Siew Lu - Head of Investor Relations and Sustainability to know more about this listed US reit counter

United Hampshire US REIT  - Had the opportunity to meet up with Ms. Wong Siew Lu - Head of Investor Relations and Sustainability to know more about this listed US reit counter on the Singapore Exchange (ODBU.SI).

Siew Lu is a very friendly and nice person.

United Hampshire US REIT total portfolio assets value of about US747m. Occupancy rate is about 97.2%. First Half Dpu of 2.09 cents. Gearing 38.9%. Wale 7.6 years. Yield is more than 8%. NAV 0.74.

Current price is 0.50.

Next refinancing will only happen in Nov 2026 which is more than a year to go that may give them the opportunity to refinance at a much lower borrowing costs.  

Stable revenue and fees structure whereby tenants needs to foot their own bills for electricity, water, car parks and the rental space.

A portfolio of 22 high-quality properties located along the east coast of the U.S., consisting of 20 grocery-anchored and necessity-based retail properties1, and two modern, climate-controlled self-storage properties


Locally, when we think about buying groceries stuff, usually,  we will go to Fairprice,  Sheng Siong,  Giant , Cold storage or Fairprice Finest. In USA, they will head down to Walmart,  Home Depot , Kroger, Costco , Safeway,  Alberstons etc.

United Hampshire US REIT's latest acquisition, completed on August 1, 2025, is Dover Marketplace, a freehold grocery-anchored shopping centre in Dover, Pennsylvania. The REIT acquired the property for US$16.4 million to expand its grocery-anchored portfolio and strengthen its presence in the US Northeast markets. The property is anchored by the supermarket operator The GIANT Company and includes other tenants like M&T Bank and Subway.   occupancy rate of 96.1 per cent, it has a total of nine tenants, comprising its anchor tenant, supermarket operator Giant, and a diverse mix of other tenants, including Fortune 500 company M&T Bank and global fast-food chain Subway.

Giant, which has a long-term lease at the property, has been its anchor tenant for nearly 25 years.


Chart wise, it had managed to bounce-off from 44 cents to trade Currently at 50 cents, looks rather interesting! IPO price was 80 cents in Year 2020.

At the moment, she is trading in a consolidation mode price patterns and may wait for next catalyst to drive the price higher!



It is a slow and dividend play counter!

The tenant agreement usually signed for 5 years min period with build-in rental reversion.

The tenants consisting of big players like Walmart, Home Depot,Giant etc of which is quite stable and resilient!

The self-storage properties is like a warehouse storage facility that allows people to store their stuffs there or people storing their households stuff for moving to another states to work. The demands is not bad. Currently is about 92% occupancy rate.

Below is the distribution history being paid out since year 2020 to 2025 August. They payout DPU half yearly basis.


With the past years dividend collected, those vested since IPO if inclusive of dividend collected, their principal amount is slightly profitable! I guess is still not too bad!

Not a call to buy or sell!

Pls dyodd.

Went to Mensho Tokyo SG, 3rd floor, Raffles City for very nice Ramen. Nom nom.




To enjoy tax exempt for non-US citizens,  you may fill up this 8W-Ben form and email to them. 



Friday, September 26, 2025

AEM - She is echoing the same lifeline for Intel as Intel is their major customer! The company may see more revenue stream coming back from Intel

 She may likely cross over the resistance line and rises higher! Pls dyodd. 


It looks like the Bull is in control!

27th September 2025

She is echoing the same lifeline for Intel as Intel is their major customer! The company may see more revenue stream coming back from Intel if their foundry operations get an improve version to compete with others!

Short term wise, the price has Gapped up and running up for a few days due to this piece of news, it may continue to trend higher for a short while before reality set in.

Chart wise, bullish mode!
After hitting the high of 1.96, she is taking a breather.
Let's see if this bullish momentum continue!
The share price has gained more than 20% from 1.50+ to 1.81.

She may rise up to test 1.92 than 1.96.
A nice breakout smoothly plus high volume we may see her rising up further towards 2.00 and above!
Pls dyodd.


Thursday, September 25, 2025

Centurion - She is on a free falling mode! Loosing steam, better run for the nearest exit

 Centurion  - She is on a free falling mode! Loosing steam,  better run for the nearest exit.

Pls dyodd.




21st Sept 2025:

 Centurion  - It looks like game over for the uptrend direction. It may roll over!

She may go down to test the recent low of 1.58. If unable to hold, she may go further down towards 1.50 than 1.42 with extension to 1.30.

Not a call to buy or sell!

Pls dyodd.



Wednesday, September 24, 2025

Centurion Accommodation Reit (8C8U.SI) - Ipo received overwhelming response, 16 times subscribed. Today trading start at 2PM.Will price go below IPO price of 88 cents

 Centurion Accommodation Reit  (8C8U.SI) - Ipo received overwhelming response,  16 times subscribed.  Today trading start at 2PM.Will price go below IPO price of 88 cents!

IPO allocation seems not fair for the lower nos if units applied. They should allot 100% secure for 1000 to 4900 applicants! Lousy! 




NAV 83.5 cents.

Gearing healthy below 45% limit! About 20.9% or 31%.

Total 15 assets!

5 Workers Accommodation assets in Singapore.  8 Students Accommodation assets in UK and 2 in Australia. 

Now construction Industry is Booming so Workers Accommodation is in demand. If the construction industry slow down then supply may outweigh demand and vice versa! 

Students Accommodation is depending the Students whether do they need to stay near the school or not. 

Let's see how it fares today!

Pls dyodd.