CapLand India Tr - Price has corrected sharply from 1.31 to 1.00, looks like the selling is overly done

 I think market is weak as the Fear inflation may rise and interest rates may increase.  Price remain weak. It may go down to test 1.00 and below. 

CapLand India Tr  - Price has corrected sharply from 1.31 to 1.00, looks like the selling is overly done!

The recent Private placement price of 1.20+ those institutional investors are sitting on paper losses!

At 1.00, yield is about 7.8%. Very good yield level.  Immediate support is at 1.00.

If 1.00 cannot hold then she may go down to test 96 cents and below. Pls dyodd. 

Mapletree Ind Tr - Distribution per Unit (“DPU”) for 4QFY25/26 and FY25/26 stood at 3.09 cents and 12.71

 

4th quarter results is out! DPU is down 4.9% to 3.09 cents. XD 6th May.Total... revenu is down 7.9% to 163.7m vs. 177.7m. NapI is down 8.9% to 119.8m.

Mapletree Industrial Trust Reports 

Distribution per Unit of 12.71 Cents for FY25/26

• Distribution per Unit (“DPU”) for 4QFY25/26 and FY25/26 stood at 3.09 cents and 12.71

cents respectively. XD 6th May 2026. 

• Stable operational performance underpinned by healthy occupancies for the Singapore 

and Japan Portfolios as well as positive rental reversions in the Singapore Portfolio

• Successful issuance of S$300 million 3.25% perpetual securities amidst volatility

ross revenue and net property income for FY25/26 decreased by 5.5% and 5.9% year-

on-year to S$673.0 million and S$500.4 million respectively. This was mainly attributed to theabsence of income from the portfolio divestment of three industrial properties in Singapore

(“Singapore Portfolio Divestment”), the non-renewal of leases within the North American

Portfolio and the depreciation of USD against SGD. The decline was partially offset by full year 

contributions from the freehold mixed-use facility in Tokyo acquired in October 2024, and the 

completion of the final phase of fitting-out works at the Osaka Data Centre.

Borrowing costs decreased by 19.4% year-on-year to S$84.8 million in FY25/26 mainly due to 

the repayment of loans with proceeds from the Singapore Portfolio Divestment and lower 

interest on unhedged floating rate loans, while cash distribution declared by joint venture was

18.4% lower as compared to prior year at S$22.4 million, mainly due to higher borrowing costs 

from repricing of matured interest rate swaps.

Correspondingly, Distribution to Unitholders and DPU for FY25/26 fell by 6.1% and 6.3% year-

on-year to S$362.6 million and 12.71 cents, respectively. Excluding divestment gain, DPU for 

FY25/26 would have registered a more moderate year-on-year decline of 3.2%.Average Overall Portfolio occupancy fell to 91.2% in 4QFY25/26 from 91.4% in 3QFY25/26. 

This was attributed mainly to a tenant’s downsizing of office space at the multi-tenanted 

property at 250 Williams Street NW, Atlanta.

 

The average occupancy rate for the Singapore Portfolio improved to 93.4% in 4QFY25/26 from 

93.0% in 3QFY25/26 while the average rental rate remained stable at S$2.25 per square footper month in 4QFY25/26. Positive rental reversions for renewal leases were achieved across 

all property segments in Singapore with a weighted average rental reversion rate of about 

6.2%. 

The weighted average lease to expiry of the North American Portfolio rose slightly from 6.2 

years to 6.3 years as at 31 March 2026, following the commencement of a new 11-year lease 

at 5150 McCrimmon Parkway, Morrisville and the renewal lease at 21745 Sir Timothy Drive, Ashburn.

 Mapletree Ind Tr  - Dividend credited today, nice. But price has been corrected to 1.97, yield is gd at 6.42 percent.  Just collect dividend while waiting for the price to recover!

Mapletree Industrial Trust Announces 

Distribution Per Unit of 3.17 Cents for 3QFY25/26 . XD 4th Feb. Paydate 12 March. 

 Marginal quarter-on-quarter decline of 0.3% in distribution per Unit (“DPU”) 

 Stable operational performance driven by improvement in Overall Portfolio average 

occupancy and positive rental reversions in the Singapore Portfolio 

 Targeting selective divestments of S$500 million to S$600 million in North America

 Less than 0.1% 

Gross revenue and net property income for 3QFY25/26 fell by 8.0% and 7.8% year-on-year to 

S$163.1 million and S$122.8 million respectively. This primarily reflected the absence of 

income from the portfolio divestment of three industrial properties in Singapore on 15 August.

Ms Ler Lily, Chief Executive Officer of the Manager, said, “Our Singapore Portfolio and Japan 

Portfolio continued to provide a stable base for MIT’s performance supported by resilient 

occupancies and positive rental reversions. In the near term, we remain focused on managing 

the impact of downtime from non-renewal of leases in the North American Portfolio while 

executing strategic divestments and acquisitions to strengthen portfolio quality and resilience. 

We remain committed to achieving our divestment target of S$500 million to S$600 million in 

North America. As we execute our portfolio rebalancing strategy, we may see near-term 

transitional effects, which are temporary and necessary to drive sustainable returns.” 

Portfolio Update for 3QFY25/26 

Average Overall Portfolio occupancy was 91.4% in 3QFY25/26, marginally higher than the 

previous quarter of 91.3%. This was driven by the improvement in average Singapore Portfolio 

occupancy to 93.0% in 3QFY25/26 from 92.6% in 2QFY25/26. The average rental rate of the 

Singapore Portfolio eased to S$2.25 per square foot per month (“psf/mth”) in 3QFY25/26 from 

S$2.27 psf/mth in 2QFY25/26 following the full quarter impact of the Singapore Portfolio 

Divestment. Positive rental reversions for renewal leases were achieved across all property.

CapLand Investment - I think price is back to interesting price level! At 2.84, yield is about 4.22 percent seem not bad

 Nibbled small units at 2.77. Looks like a strong support level!Yield is about 4.3%. Pls dyodd 

CapLand Investment  - I think price is back to interesting price level! At 2.84, yield is about 4.22 percent seem not bad!She may rise up to test 2.96 than 3.p2 and above. XD in May 2026 for 12 cents dividend. Pls dyodd 

 The price being corrected sharply to 2.78, looks like boat is back! Yield is about  4.31%, seem not bad! Pls dyodd. 

CapLand Investment  - A bullish green candlesticks appearing on the chart after the recent profit taking situation. The price may rise upbto test 3.09-3.12!

Beyond 3.12, shw may rise up to retest 3.17 and above. Pls dyodd. 

Is a great relief! Price rebounded from 2.90 to close at 3.09! Hopefully,  it can stay at this level before XD! Is never wrong to lock in some profit! Pls dyodd. 

Today, went for lunch at this place call Embun seafood restaurant! Somewhere near the Seletar Airport.  The food is quite nice! Is a quiet place tugging away surrounded by many trees and greenery! 

Had giant crab, satays, Fish, prawns, sotong,  veggies and dessert. 

(CLI) recorded stronger Operating PATMI of S$539 million for the Financial Year (FY) 2025, 

up 6% year-on-year (YoY) from S$510 million in FY 2024. At the same time, CLI continued to 

scale its platform, with FUM growing 7% to S$125 billion1 as at end-2025, supported by 

positive fundraising momentum as total equity raised almost doubled to S$6.5 billion.

The improved Operating PATMI of S$539 million in FY 2025 was driven by higher contributions

from the listed funds business, lower interest costs and reduced operating expenses. These 

were partially offset by growth-related expenses to scale the private funds and lodging 

management business, as well as lower contributions following asset divestments. 

Total PATMI for FY 2025 was S$145 million compared to S$479 million in FY 2024, mainly 

due to lower portfolio gains and higher revaluation losses on the Group’s China portfolio.

CLI declared a final dividend of 12 cents, unchanged y-o-y, reflecting a payout ratio of more than 100%.

reflecting continued market softness. Meanwhile, total revenue was stable3 at S$2,133 million

for FY 2025, with higher fee-related revenue earnings, offset by lower contributions from the 

real estate investment business (REIB) post-divestments.

Through disciplined and focused execution, CLI grew FUM to S$125 billion1 as at end-2025, 

up from S$117 billion a year earlier. FUM growth was driven by strong capital raising momentum,

supported by larger follow-on funds launched during the year, as well as positive organic and 

inorganic growth, including CLI’s strategic investments in Wingate and SC Capital Partners. 

Miguel Ko, Chairman of CLI, said: “Amid a challenging and uncertain macroeconomic 

backdrop in 2025, we made steady progress, reinforcing and scaling our platform for long-

term growth. Our strategic investments in Wingate and SC Capital Partners have deepened 

capabilities and broadened institutional reach for CLI. We will continue to build on this 

momentum and focus on long-term value creation, anchored by strategic partnerships and 

disciplined capital allocation.”

ComfortDelGro - Price seem overly reacted and sold down due to War at Iran. Yield is more than 5.8 percent is a no-brainer opportunity

 She is trading at 1.45-1.46 likely to test 1.50 again! 

ComfortDelGro - Price seem overly reacted and sold down due to War at Iran. Yield is more than 5.8 percent is a no-brainer opportunity!

I think price may rise up to test 1.50! Plsdyodd. 

Yearly dividend has been consistently increasing for the past few years. 8.5 cents dividend for 2025. 2026 may be can see dividend increase to 9 cents and above.  

 ComfortDelGro- The ME tensions is creating stocks market volatility and share price being sold down due to Fear of oil price rising up,  seem overly done! Likely to see supporters coming to support! At 1.44, yield is a whopping 5.8+%. Stable revenue,  dividend plus cash rich.  Pls dyodd. 

 ComfortDelGro Achieves Record FY2025 Revenue Exceeding S$5 billion,

Delivers 9.4% PATMI Growth

• Revenue grew to S$5.06 billion, a 13.0% year-on-year increase; PATMI up 9.4% year-on-year to

S$230.3 million.

• International revenue contribution reached 55.3%, driven by contributions from acquisitions and new

overseas contracts.

• Proposed final dividend of 4.59 cents per share, bringing the total dividend for FY2025 to 8.50 cents

per share, representing a payout ratio of 80%.

ComfortDelGro Corporation Limited (SGX:C52) (“ComfortDelGro” or, “the

Group”) today announced its financial results for the full year ended 31 December 2025. The Group delivered

strong growth with a total revenue of S$5.06 billion in FY2025, reflecting 13.0% increase compared to

FY2024. Profit After Tax and Minority Interests (PATMI) rose 9.4% year-on-year (yoy) to S$230.3 million.

This performance reflects the Group’s focused execution of its international growth strategy, as total revenue

crossed S$5 billion for the first time while overseas revenue now accounts for 55.3% of total revenue, up

from 49.1% in the previous year. In tandem, overseas operating profit contribution rose to 44.7%, up from

34.9% in the previous year.

Operating profit for its Public Transport segment grew 15.1% yoy to S$149.5 million. This increase was

largely attributed to the renewal of London bus contracts at improved margins, the start of Metroline

Manchester’s operations in early 2025. Operating profit for the Taxi and Private Hire segment saw a 4.4%

yoy increase due to full-year contributions from the acquisition of Addison Lee in 2024. Operating profits from

its Inspection & Testing Services rose 56.1% yoy, mainly driven by the peak volume of On-Board Unit

installations for Singapore’s Electronic Road Pricing 2.0 project throughout 2025.

The Group achieved significant milestones in its Public Transport business in 2025. Beyond the four bus

franchises in Greater Manchester, it had also successfully mobilised three Zero Emission Bus franchises in

Victoria, Australia and commenced operations for the Stockholm Metro in November 2025. These

developments underscore the Group’s ability to deliver long-duration, government-backed contracts that

anchor the Group’s resilience and future cash flows.

CapitaLand Ascendas REIT - she has corrected sharply from 2.82 to close at 2.54 yesterday, looks like boat is back

  CapitaLand Ascendas REIT  - she has corrected sharply from 2.82 to close at 2.54 yesterday,  looks like boat is back!

At 2.54, yield is about 5.9% for this index reit counter seem a gd yield level! With  US indexes rebounded last night,  sti likely follow! 

CapLand Ascendas Reit  - I think boat is back! Current price at 2.65 is about 5.6 percent for this blue chips index reit counter looks rather interesting!

The price has corrected after Ex.dividend from 2.80+ and is now back to a gd support pivot point level.

Not a call to buy or sell!

Pls dyodd.

Sembcorp Ind - The price has fallen from 6.38 to 5.72 looks like biat is back

Sembcorp Ind  - The price has fallen from 6.38 to 5.72 looks like biat is back!Yield is about 4+% at 5.72. With oil price rising higher, hopefully this benefit the energy sector. Pls dyodd. 

  Sembcorp Ind  - 2nd Half results is out.  Total Revenue is down 11 percent to 2857m.Net profit is down 7 percent to 448m. Declared final dividend of 16 cents, together with interim dividend of 9 cents a total dividend of 25 cents versus 23 cents last year.

Sembcorp Industries (Sembcorp) delivered resilient performance for the full year of 2025 (FY2025), with underlying Group net profit of

S$1.0 billion, comparable to FY2024. Earnings growth from the Renewables aandOntegrated Urban Solutions segments mitigated lower earnings from the Gas and 

Related Services segment. Reported Group net profit from continuing operations was 

S$984 million, 4% lower year-on-year, as the gain from the divestment of SembEnviro

was offset by the foreign exchange loss on the deferred payment note.

Underlying net profit for the Gas and Related Services segment was S$701 million,

with lower contribution from the UK business and lower generation spreads in 

Singapore. This was offset by higher contribution from Senoko Energy. As of February 

2026, approximately 80% of our contracted portfolio in Singapore1

is locked in for five

years and above, providing earnings visibility. 

Net profit before exceptional items (EI) for the Renewables segment was 5% higher 

at S$192 million in FY2025 on stronger performance from the India renewables 

portfolio. Operational capacity as of end 2025 was 15.0GW, up from 13.1GW as of

end 2024. Since end 2024, Sembcorp has secured 3.6GW of renewables capacity 

across key markets. Including projects under construction, the Group’s gross

renewables capacity is now at 20.4GW.

The Integrated Urban Solutions segment posted net profit before EI of S$178 million, 

3% higher year-on-year. The Urban business continues to build up its portfolio of low-

carbon industrial parks and ready-built industrial space, while we continue to sharpen 

our portfolio focus in the Water business.