Ocbcbank - 1st quarter results is out. NPAT up QoQ and YoY as total income hit a new high ▪ NII down 3% QoQ and 5% YoY amid lower interest rates, partly compensated by average asset growth ▪ Non-II rose 22% QoQ and 23% YoY to an all-time high

 ▪ NPAT up QoQ and YoY as total income hit a new high

▪ NII down 3% QoQ and 5% YoY amid lower interest rates,

partly compensated by average asset growth

▪ Non-II rose 22% QoQ and 23% YoY to an all-time high

➢ Robust fee income growth led by wealth management

➢ Record customer flow treasury income

➢ Strong increase in insurance income

▪ Maintained cost discipline, CIR at 39.3%

▪ Loans and deposits grew QoQ and YoY

▪ Asset quality benign; credit costs at 23bps with additional

allowances for macro risks, coverage ratio rose to 163%

▪ Strong capital position, fully phased-in CET1 CAR at 15

Venture- Yesterday Gapped up! Closed well at 18.28, up 1.80 within a day, seem overstretched! Is good to take a pause and let the market digest this gains! Pls dyodd

 Yesterday Gapped up! Closed well at 18.28, up 1.80 within a day, seem overstretched! Is good to take a pause and let the market digest this gains! Pls dyodd. 

Venture  - 1st quarter results update is out. Gross revenue is up 1.9 percent to 628.5m,Net profit of 56.3m. EPS 19.5 cents increased 0.9 percent.  I think results is improving. 

Outlook

In spite of US tariffs, distractions of geopolitical conflicts, USD weakness, sanctions and other impediments, the

Venture Group achieved a turnaround in our 1Q 2026 financial performance, albeit with only a small year-on-year

revenue increase, but one that is of significant importance. This is like new shoots sprouting in early spring.

We expect these new shoots to grow in 2026. With existing customers and partners in our selected tech domains

we are growing market share in the hardware space. Our strong R&D Labs are gaining traction in Hyperscale Data

Centres and Life Science domains with new programs, products and systems. Venture’s R&D work in the

Consumer Lifestyle sector has advanced to collaborative technology development. This advancement will place

Venture’s R&D Labs in a good position for future opportunities beyond product/system design and development.

Venture continues to invest in Operational Excellence and forge new levels of more comprehensive strategic

collaborative partnerships in an emerging multipolar world.

In keeping with Venture’s core values, our employees collectively aspire to serve and delight our customers with

our Operational Excellence, from Business Development to Technology and Products/Systems Development, as

well as excellence in Design Services, Manufacturing and Supply Chain Management, together with our

supporting functional teams.

We continue to develop broader, deeper and more strategic partnerships and business collaborations with all our

key customers and business partners.

Link reit - Yearly dividend is about $2.55, yield is about 6.31% at 40.35. I think nice dividend yield. They payout half yearly basis on June and December. Chart wise, bullish mode! She may rise up to test 43.50

 HK00823 : Yearly dividend is about $2.55, yield is about 6.31% at 40.35. I think nice dividend yield.  They payout half yearly basis on June and December.  Chart wise,  bullish mode! She may rise up to test 43.50.

Beyond 43.50, she may rise further higher towards 50.00 and above. 

We upgrade and transform our properties into higher quality assets that respond proactively to higher sustainability standards, changed patterns of social expectations, behaviours, and lifestyle aspirations.

Through more than 100 asset enhancement initiatives in Hong Kong and Chinese Mainland since 2005, we have substantially enhanced the productivity, efficiency, and comfort of our properties. We work alongside with stakeholders to create a more prosperous and healthy community around our portfolio.

We manage a diversified real estate portfolio across complementary asset classes and geographies through strategic investment and an active portfolio management approach.

Our assets including retail facilities, car parks, offices and logistics assets spanning China’s Beijing, Greater Bay Area (Hong Kong, Guangzhou, and Shenzhen), and Yangtze River Delta centred around Shanghai, Australia’s Sydney and Melbourne, Singapore and the UK’s London. Our industry intelligence and operational experience across the APAC markets, combined with an agile management and investment model, contribute to the build-up of a resilient portfolio in the face of changing market dynamics.

130 properties in Hong Kong:

Our portfolio focuses on retail, including community to mid- range shopping centres, as well as modernised fresh markets, car parks, office and godown buildings.

Venture - 1st quarter results update is out. Gross revenue is up 1.9 percent to 628.5m,Net profit of 56.3m. EPS 19.5 cents increased 0.9 percent. I think results is improving.

Venture  - 1st quarter results update is out. Gross revenue is up 1.9 percent to 628.5m,Net profit of 56.3m. EPS 19.5 cents increased 0.9 percent.  I think results is improving. 

Outlook

In spite of US tariffs, distractions of geopolitical conflicts, USD weakness, sanctions and other impediments, the

Venture Group achieved a turnaround in our 1Q 2026 financial performance, albeit with only a small year-on-year

revenue increase, but one that is of significant importance. This is like new shoots sprouting in early spring.

We expect these new shoots to grow in 2026. With existing customers and partners in our selected tech domains

we are growing market share in the hardware space. Our strong R&D Labs are gaining traction in Hyperscale Data

Centres and Life Science domains with new programs, products and systems. Venture’s R&D work in the

Consumer Lifestyle sector has advanced to collaborative technology development. This advancement will place

Venture’s R&D Labs in a good position for future opportunities beyond product/system design and development.

Venture continues to invest in Operational Excellence and forge new levels of more comprehensive strategic

collaborative partnerships in an emerging multipolar world.

In keeping with Venture’s core values, our employees collectively aspire to serve and delight our customers with

our Operational Excellence, from Business Development to Technology and Products/Systems Development, as

well as excellence in Design Services, Manufacturing and Supply Chain Management, together with our

supporting functional teams.

We continue to develop broader, deeper and more strategic partnerships and business collaborations with all our

key customers and business partners.

Frasers L&C Tr - Reports 1HFY26 DPU of 2.95 cents. Marginally decreased 1.7 percent versus 3 cents last year. Positive rental reversion of 8.8 percent, Gearing 33.7 percent, ICR more than 4x

 Frasers Logistics & Commercial Trust Reports 1HFY26 DPU of 2.95

Singapore Cents

Key Highlights

 Average portfolio rental reversions of +8.8% (incoming rent vs. outgoing rent basis) and +22.0% 

(average rent vs. average rent basis) achieved for the period from January to March 2026

 Overall portfolio occupancy of 96.1% with a WALE of 4.9 years

 Healthy aggregate leverage of 33.7% as at 31 March 2026, with interest coverage ratio of 4.4 times.

I think results is showing some improvement,  hopefully,  it will get better!

XD 14th May 2026.

FLCT reported revenue of S$238.9 million and Adjusted Net Property Income of S$167.0 million for 1HFY26, 

representing increases of 2.8% and 3.6% respectively, from S$232.3 million and S$161.3 million in the first 

half of FY2025 (“1HFY25”). The year-on-year increases were mainly due to positive rental reversions and 

annual increment from rent review from AU L&I and EU L&I segments, full contribution from 2 Tuas South Link 

1 as acquisition was completed in November 2024, effects of higher average exchange rate (of AUD, EUR 

and GBP against the SGD) in 1HFY26 relative to 1HFY25. The increase was partially offset by the divestment

of 357 Collins Street in September 2025, higher vacancies in ATP and FBP, and higher non-recoverable land 

taxes for Victoria and Queensland, Australia. 75.0% of 1HFY26 management fees were taken in units

(1HFY25: 43.1%). 

The distribution per unit (“DPU”) for 1HFY26 was 2.95 Singapore cents, representing an annualised distribution 

yield of 6.6%2. The 1HFY26 DPU will be paid on 22 June 20263.

Olam Group - Nice breakout today plus managed to clear 1.11 level with ease and closed higher at 1.18, looks rather bullish. She may continue to trend higher towards 1.29

 Finally,  the price action is back. She is trading at 1.26, likely to rise up to tear 1.42 than 1.50 and 1.60.Pls dyodd. 

 Olam Group  - Nice breakout today plus managed to clear 1.11 level with ease and closed higher at 1.18, looks rather bullish.  She may continue to trend higher towards 1.29.Pls dyodd. 

Hosey! Nice Gapped Up this morning! She is rising up to test 1.11  A nice crossing over with ease plus good volume we may see her rising up further towards 1.20 and above. 

Olam Group  AGM , they are quite generous! Handling out $30 grocery voucher plus some of their products! This year also provide mee Siam,  quite nice plus tea, coffee and Milo.

Future dividend will be depending how OFi and other businesses perform plus the divestment proceeds to hand out as Special dividend.

Olam Group  - Gd news as it has manged to secure the regulatory approvals for its proposed US$1.8 billion sale of 44.58 per cent of its agribusiness unit Olam Agri to a Saudi fund. Going forward, they can focus in expanding Olam OFI and hopefully have the IPO listing news soon! Their plan is to pared down assets and repay all debts to gain debts free position.  Hopefully,  can see price rising above 1.00 and perhaps going up further towards 1.20-1.30 level. Pls dyodd. 

Quote: Olam Group has secured all required regulatory approvals from a total of 21 jurisdictions for its proposed US$1.8 billion sale of 44.58 per cent of its agribusiness unit Olam Agri to a Saudi fund.

“The regulatory approvals in respect of the remaining one jurisdiction has been obtained,” Olam said on Thursday (Apr 16).

The proposed sale is expected to be completed “in due course” and is the first of two tranches in Olam’s planned US$2.6 billion disposal of its remaining 64.57 per cent stake in Olam Agri to Saudi Agricultural and Livestock Investment Company (Salic).