Frasers L&C Tr - She is gaining momentum, likely to rise up to cover the Gapped at about 1.01

 Frasers L&C Tr  - She is gaining momentum,  likely to rise up to cover the Gapped at about 1.01, Huat ah!

Beyong 1.02, she may rise further higher towards 1.10 than 1.20 level. 

Not a call to buy or sell!

Pls dyodd. 

CapitaLand Ascendas REIT - 10 years treasury yield curve is approaching the 4 percent support level, interesting moment

12 October 2025:

Next week,  I think opportunity is back for her to revisit 2.80 than 2.76 and 2.72.

Not a call to buy or sell!

Pls dyodd. 

 2nd October 2025:

CapitaLand Ascendas REIT  - 10 years treasury yield curve is approaching the 4 percent support level, interesting moment!

Once the 4% support level is broken down, Reit sector may likely rises higher! 

CapitaLand Ascendas reit may likely rise up to reclaim 2.87.

Next, she will rise up to test 2.94 than 2.99-3.01.

Pls dyodd. 

23rd September 2025:

 CapitaLand Ascendas REIT -  She is rising up to retest 2.87 after taking a breather! A nice breakout smoothly plus high volume we may likely see her rising up further towards 2.99 and above !

Pls dyodd.

18th September 2025:

 $CapitaLand Ascendas REIT(A17U.SI) Hosey! Rate cut of 0.25% . Reit sector likely rises higher!

CapitaLand Ascendas REIT likely rise up to test 2.87 than 2.92 and above! Pls dyodd.

Quote: The Federal Reserve on Wednesday approved a widely anticipated rate cut and signaled that two more are on the way before the end of the year as concerns intensified over the U.S. labor market.

In an 11-to-1 vote signaling less dissent than Wall Street had anticipated, the Federal Open Market Committee lowered its benchmark overnight lending rate by a quarter percentage point. The decision puts the overnight funds rate in a range between 4.00%-4.25%.

8th September 2025:

CapitaLand Ascendas  - She is gaining strength likely to rise up to test 2.82 and above!

Next,  she is rising up to retest 2.87 than 2.93-2.99.

Pls dyodd.

  29th August 2025:

She is rising up to test 2.75 again! A nice crossing over smoothly plus good volume we may see her rising up further towards 2.81 than 2.87.

Pls dyodd.

18th August 2025:

CapitaLand Ascendas REIT to divest five properties in Singapore 

for S$329.0 million.

mpines Industrial Avenue 3.

The Sale Consideration represents a premium of approximately 6% over the total market 

valuation of the Properties of S$311.3 million and a 20% premium to their total original 

purchase price of S$274.2 million. 

The Proposed Divestments are in line with the Manager’s proactive capital recycling strategy 

to improve the quality of CLAR’s portfolio and optimise returns for unitholders of CLAR. 

The estimated net proceeds after divestment costs are expected to be S$313.1 million. The 

net proceeds may be utilised for various purposes, including financing committed investments, 

paying down debt, extending loans to subsidiaries, funding general corporate and working 

capital needs, and/or making distributions to Unitholders.

For the purpose of calculating the pro forma impact on CLAR’s aggregate leverage, if the net 

proceeds were used to repay CLAR’s borrowings as at 31 December 2024, its aggregate 

leverage would have reduced from 37.7% to approximately 36.6%.

The Proposed Divestments are expected to be completed within the fourth quarter of 2025. 

Following the completion of the Proposed Divestments, CLAR will own 226 properties 

comprising 93 properties in Singapore, 34 properties in Australia, 49 properties in the United 

States (US) and 50 properties in the United Kingdom/Europe.

11th August 2025:

quote  : CapitaLand Ascendas Reit (Clar) is proposing to launch its first logistics developments in the UK at an estimated total investment cost of S$350.1 million.

Clar is proposing to acquire two plots of freehold land in the East Midlands, a key logistics market in the UK, on which it plans to develop four new logistics properties, the manager said on Monday (Aug 11).

“The proposed developments align with Clar’s strategy to expand its logistics portfolio in the UK where demand is expected to be underpinned by e-commerce growth and occupiers’ evolving supply chain strategies,” the manager said on Monday.

This will grow the Clar’s UK logistics portfolio to 42 investment properties. It will raise the Reit’s UK portfolio value by 27.2 per cent to around S$1.6 billion, representing 10 per cent of the Reit’s total AUM of S$17.2 billion.

4th August 2025:

CapitaLand Ascendas REIT delivers Distribution per Unit of 7.477

Singapore cents for 1H 2025

▪ Distributable income for 1H 2025 was stable year-on-year at S$331.1 million

▪ Portfolio occupancy remained healthy at 91.8% and leases renewed in 1H 

2025 achieved a positive average rental reversion of 9.5%

▪ Healthy aggregate leverage of 37.4% and stable cost of debt of 3.7% for 1H 

20256

▪ Accretive acquisitions of three well-located, modern properties in Singapore 

and the US totalling S$878.0 million, as well as completion of 1 Science Park 

Drive redevelopment for S$300.2 million in 2025 will enhance CLAR’s portfolio 

quality and contribute to long-term returns.

XD 11th August 2025 for balance 0.998 cents. 

– The Board of Directors of CapitaLand Ascendas REIT

Management Limited (the Manager), the manager of CapitaLand Ascendas REIT (CLAR), is 

pleased to report that distributable income for the six months ended 30 June 2025 (1H 2025) 

was stable at S$331.1 million, an increase of 0.1% year-on-year (YoY). 

Taking into account an enlarged unit base of approximately 4.4 billion (+0.7% YoY) following 

the issuance of new units pursuant to CLAR’s private placement in May 2025 to fund 

acquisitions, Distribution per Unit (DPU) for 1H 2025 declined slightly to 7.477 Singapore cents

(-0.6% YoY).

Gross revenue for 1H 2025 decreased by 2.0% YoY to S$754.8 million mainly due to the 

divestments of five properties in Australia (February 2024), Singapore (November 2024) and 

the US (June 2025), as well as the decommissioning of a property in the UK for redevelopment 

in June 2024. The decrease was partially offset by the acquisition of a property in the US in 

January 2025. Consequently, net property income decreased by 0.9% YoY to S$523.4 million. 

Mr William Tay, Chief Executive Officer and Executive Director of the Manager, said, “Despite 

the ongoing macroeconomic uncertainties, CLAR’s distributable income of S$331.1 million 

and DPU of 7.477 cents for 1H 2025 were stable. This underscores the continued strength of 

our diversified portfolio, operational management and disciplined execution of our capital 

management strategies.”

“CLAR is set to add approximately S$725 million of prime, income-producing assets in 

Singapore. 9 Tai Seng Drive, a Tier III colocation data centre and 5 Science Park Drive, a 

premium business space property are well-located, modern properties that are fully leased to 

reputable tenants and will contribute positively to our income stream. These two properties 

will further anchor CLAR in Singapore, with Singapore accounting for about 67% of AUM when 

the transactions are completed,” Mr Tay added. “We will stay responsive to changing market 

conditions and are confident of navigating through these uncertain times.”

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. 

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.

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. 

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.