Frasers L&C Tr - Chart wise, bullish mode! She is rising up to cover the Gapped at 1.01

 Frasers L&C Tr  - Chart wise,  bullish mode! She is rising up to cover the Gapped at 1.01!

A nice breakout at 1.01 smoothly plus high volume

we may see her rising up further towards 1.10 and above!

Not a call to buy or sell!

Pls dyodd.

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

30 November 2025:

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

Beyond 2.73, she may rise up to test 2.80 and above! Yield is about 4.53% if base in Final dividend of 12 cents. If including Share species that may add another 6 cents. Yield would be 6.79%.

Pls dyodd. 

 6 November 2025:

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.

Boustead - Dividend will be credited on 1 December, nice. IPO approval should be out anytime in December, awesome

 She is gaining strength managed to bounce-off from 1.64 to test 1.72. Looks rather interesting!

She may rise up to test 1.75 than 1.80 and above. 

Pls dyodd. 

Boustead  - Dividend will be credited on 1 December,  nice. IPO approval should be out anytime in December,  awesome!

15 November 2025:

Boustead  - The spinning of the IPO listing of the Real estate assets has been submitted in September for approval. We may hear the approval in December of which may provide the next catalyst to drive the price higher 

Indeed,  she has risen up to 1.83 but was short-lived and price has again come down to 1.71.

Immediate support level is at 1.70.

Interim dividend of 1.5 cents is going XD on 20 Nov. Paydate 1 December.  The company is cash rich.  Net cash position of about 0.75 per share.

Final dividend is 4 cents.

Don't know what to buy , just nibbled small units 2 days ago at 1.74.

Pls dyodd. 

First Half results was released a few days ago! Net profit was slightly lowered abd dividend of 1.5 cents declared same as last year. XD 20 November. Paydate 1 December. 

Pls dyodd.

27th October 2025:

 Boustead  - Will she be able to rise up to cover the Gapped at 1.83!

Once the Gapped has been covered,  she will likely continue to rise higher towards 1.90 than 1.95 and above!

The listing of the real estate assets is waiting for the IPO approval status from the Singapore Exchange. 

If IPO listing approved,  price may run up again!

Not a call to buy or sell!

Pls dyodd. 

 15 November 2025:

 Boustead  - The spinning of the IPO listing of the Real estate assets has been submitted in September for approval. We may hear the approval in December of which may provide the next catalyst to drive the price higher 

Indeed,  she has risen up to 1.83 but was short-lived and price has again come down to 1.71.

Immediate support level is at 1.70.

Interim dividend of 1.5 cents is going XD on 20 Nov. Paydate 1 December.  The company is cash rich.  Net cash position of about 0.75 per share.

Final dividend is 4 cents.

Don't know what to buy , just nibbled small units 2 days ago at 1.74.

Pls dyodd. 

First Half results was released a few days ago! Net profit was slightly lowered abd dividend of 1.5 cents declared same as last year. XD 20 November. Paydate 1 December. 

Pls dyodd.

27th October 2025:

 Boustead  - Will she be able to rise up to cover the Gapped at 1.83!

Once the Gapped has been covered,  she will likely continue to rise higher towards 1.90 than 1.95 and above!

The listing of the real estate assets is waiting for the IPO approval status from the Singapore Exchange. 

If IPO listing approved,  price may run up again!

Not a call to buy or sell!

Pls dyodd. 

Keppel DC Reit - I think boat is back! Hovering at the support level of 2 28, yield is about 4.45 percent

 Keppel DC Reit  - I think boat is back! Hovering at the support level of 2 28, yield is about 4.45 percent. 

The recent PO price was 2.24. Looks like it may go down to test 2.24.

Pls dyodd. 

21 November 2025:

Keppel DC Reit  - So fast, she is back to 2.30, very weak! Cautious mode! 

She may go down to test 2.25 than 2.20.

Pls dyodd. 

   Luckily I have locked in profit at 2.42.Price has weaken to 2.36 this morning,  she may go down to test 2.30 and below!

Pls dyodd. 

24 October 2025:

9M 2025 performance with distributable income up 55.5% to $195.3M and DPU rising 8.8% to 7.67 cents (or 11.7% on an adjusted basis). Gross revenue grew 37.7% year-on-year, driven by acquisitions (notably Keppel DC Singapore 7 & 8 and Tokyo DC 1) and positive rental escalations, partly offset by prior divestments. The REIT’s balance sheet remains solid, with aggregate leverage improving slightly to 29.8% and cost of debt at a low 2.9%.

QOQ basis, dpu infact is lowered than previous quarter if you take 7.67 cents less 5.133 declared for first Half.  Dpu for 3rd quarter is 2.537 which is lowered than 5.133 divide 2 = 2.5665 cents. 

Data centre continue to see growth into 2027 estimating 100GW . AI may help to drive the demand estimating about 30%. 

ParkwayLife Reit - With rate cut likely happen in December, reit sector may likely rise higher

 ParkwayLife Reit  - With rate cut likely happen in December,  reit sector may likely rise higher ! I think boat is back!

Nibbled small units at 4.01 and 4.05.  Pls dyodd. 

 3rd quarter results update Parkway Life Reit has raised its distribution per unit (DPU) by 2.3 per cent to S$0.1156 from S$0.113 in the previous corresponding period.

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Distributable income stood at S$75.4 million, up 10.4 per cent from S$68.3 million.

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Revenue climbed 8.2 per cent to about S$117.3 million, boosting net property income by 8.1 per cent to about S$110.7 million. 

The price has corrected from 4.44 to close at 4.00. It looks like a gd pivot entry point. 

Yield is about 3.85% seem quite decent!

Pls dyodd. 

PLIFE REIT REPORTS STURDY 1H 2025 RESULTS WITH HIGHER REVENUE 

AND DPU, SUPPORTED BY STRATEGIC GEOGRAPHIC EXPANSION 

 Gross revenue and net property income rose by 8.1% and 8.0% YoY 

respectively, reflecting income growth from acquisitions 

 DI grew by 9.5% year-on-year attributed to acquisitions in 2024 and 

Singapore hospitals with step-up lease arrangements 

 DPU increased 1.5% year-on-year to 7.65 Singapore cents for 1H 2025 

 Financial position remains healthy with gearing at 35.4% and no long-term 

refinancing needs until September 2026

he Group delivered a resilient performance during the period, supported by 

higher rental contributions from its core Singapore hospitals and incremental income 

from newly acquired assets in Japan and France. 

Gross revenue for the half-year rose 8.1% year-on-year (“YoY”) to S$78.3 million, 

while net property income grew 8.0% to S$73.8 million. Distributable income to 

unitholders increased 9.5% YoY to S$49.9 million. Arising from an enlarged unit base3, 

this translated into a Distribution per Unit (“DPU”) of 7.65 Singapore cents, a 1.5% 

increase from the 7.54 Singapore cents declared in the same period last year. 

The improved performance was driven by additional contributions from the acquisition 

of 11 nursing homes in France and one nursing home in Japan in 2H 2024, partially 

offset by the depreciation of the Japanese Yen (“JPY”). Meanwhile, the Group’s 

Singapore hospitals continued to deliver steady growth under long-term master leases 

with fixed 3% annual rental step-ups through FY2025. 

Resilient Portfolio Anchored by Singapore, Strengthened by Geographic 

Diversification 

As at 30 June 2025, PLife REIT’s portfolio comprised 75 properties across Singapore, 

Japan, Malaysia, and France, with a total value of approximately S$2.46 billion3. The 

entry into France in 2024 marked the Group’s first expansion into Europe and reflects 

its strategic focus on diversifying income source away from Japan through exposure 

to mature healthcare markets with long-term demand drivers. 

Singapore remains the anchor of the portfolio, contributing steady and predictable 

income. The Group’s three hospital properties are operated by Parkway Hospitals 

Singapore Pte Ltd, a wholly owned subsidiary of IHH Healthcare Berhad, under long-

term master leases of 20.4 years. These leases include fixed annual rental step-ups of 3%. 

ThaiBev - FY results is out! Net profit declined by 11.7% YoY to Baht 31,153 million. Sales revenue declined by 2.1% YoY to Baht 333,286 million due to macroeconomic challenges

 Net profit declined by 11.7% YoY to Baht 31,153 million

o Spirits business reported a fall in net profit due to increased

investments in brand building and new product launches.

o Beer business achieved robust growth in Thailand, despite overseas

market challenges and supported by favorable raw material costs,

resulting in an impressive 24.6% increase in net profit.

o NAB business recorded a decline in net profit, due to higher income

tax expenses from expired tax incentives.

o Food business experienced a decline in net profit due to increased

operating expenses from restaurant expansion.

Sales revenue declined by 2.1% YoY to Baht 333,286 million 

due to macroeconomic challenges that led to the softening 

consumer sentiment across key markets.

● EBITDA declined across all business segments, while the

Beer business remained resilient and continued to show

healthy EBITDA growth.

Final dividend of Bath 0.47 same as last year. XD 5th Feb 2026.

I think the results is not too bad!

Pls dyodd.