CapLand Investment (9CI.SI) - She may rise up to test 2.70 than 2.73

 

CapLand Investment (9CI.SI) - She may rise up to test 2.70 than 2.73! A nice breakout of 2.73 smoothly plus good volume we may see her rising up further towards 2.80 than 2.87.

Pls dyodd. 

 Quote : business time- Two Singapore property asset managers are mulling a merger that could create one of Asia’s largest real estate firms with more than US$150 billion under management.

Buy on rumours!

Pls dyodd.

Price seem to react positively this morning,  she is up 5 cents to 2.72.

 17th September 2025:

Yesterday being sold down to close at 2.73, seem overly done! Hopefully, a rebound will bring it back to 2.80! Rate cut is looming! Rate cut defensive stocks would do well. Leading the outperformers, again, would be real estate names. Other smart picks: healthcare, utilities, and consumer staples.

The central bank, if economists are right, will begin a series of cuts that could lower its benchmark borrowing cost by as much as 1.5 percentage points by this time next

10th September 2025:

All waiting for the data to be released these 2 days! If the nos are within expectations, we may see reit sector rising up further! CapLand Invest may rise up to test 2.82 than 2.87 and above.

Beyond 2.87, we may see her rising up further towards 3.00 than 3.12!

Pls dyodd.

 3rd August 2025:

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. 

Our Fee-Income Related Business (FRB) comprises Listed Funds Management, Private Funds Management, Lodging Management and Commercial Management. Together, they provide a steadily growing, recurring fee-based revenue stream.

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.

Frasers L&C Tr - DPU 2H 2.95 cents is slightly lowered than 1H of 3.00 cents. Hopefully, things will get stabilize and DPU may see a slight improvement for next year

 Frasers Logistics & Commercial Trust Reports FY2025 DPU of 5.95

Singapore Cents

FY2025 Highlights

 Average portfolio rental reversions of +5.0% (incoming rent vs. outgoing rent basis) and +29.5% 

(average rent vs. average rent basis) achieved for FY2025 

 Completed ~510,300 sq m of leasing in FY2025, improved overall portfolio occupancy of 95.1% with a 

higher WALE of 4.8 years as at 30 September 2025 as compared to 30 September 2024

 Healthy aggregate leverage of 35.7% as at 30 September 2025, with interest coverage ratio of 4.3 times.

DPU 2H 2.95 cents is slightly lowered than 1H of 3.00 cents.  Hopefully,  things will get stabilize and DPU may see a slight improvement for next year!

XD 18 Nov. Paydate 23 December. 

Pls dyodd. 

Ocbc Bank - Group net profit rose 9% from a quarter ago to S$1.98 billion, driven by stronger non-interest income

 Quarter-on-Quarter Performance

Group net profit rose 9% from a quarter ago to S$1.98 billion, driven by stronger non-interest income which 

cushioned the impact of a lower net interest income.

➢ Net interest income was S$2.23 billion, 2% lower quarter-on-quarter. While average assets increased, 

this was more than offset by an 8 basis-point compression in net interest margin (“NIM”) to 1.84%. The 

narrowing of NIM was mainly due to a downward repricing of loans from the decline of benchmark 

rates in SGD and other currencies, where the moderation in loan yields outpaced the reduction in 

deposit costs.

➢ Non-interest income grew 24% from the previous quarter to S$1.57 billion, supported by broad-based 

growth across fee, trading and insurance income.

• Net fee income increased 18% to S$683 million, led by a 35% rise in wealth management fees, 

reflecting strong customer activities across a broad range of products. Loan and trade-related, 

fund management and brokerage fees were also higher.

• Net trading income was S$518 million, up 38% from the previous quarter. Customer flow 

treasury income rose 29% to S$373 million, supported by both wealth and corporate segments.

• Insurance income from GEH was up 38% to S$311 million, largely attributable to improved

investment performance of its insurance funds. Total weighted new sales increased 3% to 

S$373 million from sustained sales momentum. New business embedded value (“NBEV”) grew 

9% to S$182 million, and NBEV margin improved to 48.8%.

ter 2025 Results Press Release 

Co.Reg.no.: 193200032W 3

➢ The Group’s wealth management income, comprising income from private banking, premier private 

client, premier banking, insurance, asset management and stockbroking, was S$1.62 billion, up 25% 

from the previous quarter. Group wealth management income accounted for 43% of total income, 

higher than 37% in 2Q25. Banking wealth management AUM grew 8% from a quarter ago to a record 

high of S$336 billion, supported by net new money inflows and positive market valuation.

➢ Operating expenses rose 9% quarter-on-quarter to S$1.52 billion, largely due to increased staff costs 

and continued investments in technology. 

➢ Total allowances were S$139 million, up 21% mainly attributable to higher allowances for impaired 

assets. Credit costs were 16 basis points on an annualised basis. 

➢ Share of results of associates of S$279 million was 6% above 2Q25.

DBS bank - 3rd quarter results is out!3Q pre-tax profit up 1% YoY to record $3.48b, ROE at 17.1% and ROTE at 18.9%

It has gone Down to fill the Gapped at 53.05. Looks rather weak! If unable to stay above 53.30 then she may go further down to test 51.65 than 50.00.

Pls dyodd.

3Q net profit declines 2% YoY to 2.954b.

3Q pre-tax profit up 1% YoY to record $3.48b, ROE at 17.1% and ROTE at 18.9%

 Total income up 3% YoY to new high of $5.93b

o Group NII little changed from strong deposit growth and proactive balance sheet hedging

o Fee income and treasury customer sales reach new highs

o Markets trading income higher due to lower funding cost and more conducive trading environment

9M pre-tax profit up 3% to record $10.3b

 Total income up 5% to new high of $17.6b from growth in commercial book and markets trading

Balance sheet remains strong

 Asset quality resilient. NPL ratio stable at 1.0%, SP at 15bp for 3Q and 13bp for 9M

 Allowance coverage at 139% and 229% after considering collateral

 Transitional CET1 ratio at 16.9%, fully phased-in at 15.1%

3Q total dividend of 75¢ per share, comprising 60¢ ordinary dividend and 15¢ Capital Return dividend

2026 outlook:

Total income to be around 2025 levels despite rate headwinds

 Group net interest income to be slightly below 2025 levels

o Based on Sora around current levels, three Fed rate cuts and stronger SGD

o Full year impact of lower rates mitigated by deposit growth

 Commercial book non-interest income growth to be high-single digits

o Mid-teens growth in wealth management

 Cost-income ratio to be in low-40% range

 SP assumed to normalise to 17-20bp, although not seeing signs of stress so far

o Potential for GP writebacks

 Net profit to be slightly below 2025 levels.

MPACT: Mapletree PanAsia Com - Yesterday, closed at 1.47, seem holding up well! It may rise up to test 1.50

 It looks like something is brewing,  price is up 5 cents to 1.49. The volume seem quite high!

She may reclaim 1.50 and rises higher to test 1.54 and above. 

Pls dyodd. 

22 October 2025:

 Singapore portfolio records 6.1% NPI growth in 2Q FY25/26 and 4.5% growth in 1H

FY25/26 on a yoy comparable basis

• Strong performance led by VivoCity despite ongoing Basement 2 AEI

• Lower operating expenses and finance costs driven by reduced utility rates and strategic 

debt reduction

• 2Q FY25/26 DPU at 2.01 Singapore cents, up 1.5% yoy

Higher commitment levels recorded in most markets; portfolio rental reversion reflects 

strategic prioritisation of tenant retention and cash flow stability

• VivoCity: Delivers all-round performance across earnings, occupancy, rental growth and 

tenant sales; Basement 2 AEI completed with new retail zone operational since 

late August 2025

• Completed divestment of two Japan office buildings.

I think results seem not bad! 

More importantly,  dpu is up. 

CapLand Investment (9CI.SI) - I think the merger about 2 giants may create the Asia largest real estate firms, looks positive

 Quote : business time- Two Singapore property asset managers are mulling a merger that could create one of Asia’s largest real estate firms with more than US$150 billion under management.

Buy on rumours!

Pls dyodd.

Price seem to react positively this morning,  she is up 5 cents to 2.72.

 17th September 2025:

Yesterday being sold down to close at 2.73, seem overly done! Hopefully, a rebound will bring it back to 2.80! Rate cut is looming! Rate cut defensive stocks would do well. Leading the outperformers, again, would be real estate names. Other smart picks: healthcare, utilities, and consumer staples.

The central bank, if economists are right, will begin a series of cuts that could lower its benchmark borrowing cost by as much as 1.5 percentage points by this time next

10th September 2025:

All waiting for the data to be released these 2 days! If the nos are within expectations, we may see reit sector rising up further! CapLand Invest may rise up to test 2.82 than 2.87 and above.

Beyond 2.87, we may see her rising up further towards 3.00 than 3.12!

Pls dyodd.

 3rd August 2025:

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. 

Our Fee-Income Related Business (FRB) comprises Listed Funds Management, Private Funds Management, Lodging Management and Commercial Management. Together, they provide a steadily growing, recurring fee-based revenue stream.

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.