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Saturday, September 28, 2024

SingTel - After hitting the high of 3.41, she has succumbed to selling down pressure and closed lower at 3.21, this is rather bearish! Crucial moment to step back and monitor if she is able to hold!

 SingTel - After hitting the high of 3.41, she has succumbed to selling down pressure and closed lower at 3.21, this is rather bearish! Crucial moment to step back and monitor if she is able to hold!


 

50 days Moving Average is at 3.08. Breaking down of that level would be very negative and that would be saying bye bye to this uptrend direction! 

She may roll down to test 3.00 than 2.85 and 2.60 level.

Pls dyodd. 



Friday, September 27, 2024

MLT - Mapletree Log Tr : She is looking great to rise up to reclaim 1.47 than 1.51. A nice breakout smoothly we may likely see her continue to trend higher!

MLT - Mapletree Log Tr  : She is looking great to rise up to reclaim 1.47 than 1.51.



 A nice breakout smoothly we may likely see her continue to trend higher! 

Beyond 1.57, she may likely rise up further towards 1.65 than 1.75.

Pls dyodd. 


 23rd September 2024:

 Mapletree Log Tr  - She may rise up to reclaim 1.47 than 1.51! A nice breakout of 1.51 with ease we may see her continue to rise up further towards 1.57 and above.



Beyond 1.57, we may see her rising up to test 1.65 than 1.75.

Pls dyodd.


18th August 2024:

 Mapletree Log Tr  - Today gd reit likely gap up due to Powell's speech last Friday that Fed is ready to cut rate to stave off weak US labor. Gd reit likely cheer along with this piece of gd news! 



She may cross over 1.38 and rise up to test 1.43 than 1.51 with extension to 1.64.

Pls dyodd.

18th August 2024 update:

 Mapletree Log Tr  - Chart wise, she needs to overcome the resistance at 1.34 and 1.38 in order to rise up further! 



At 1.30, yield is about 6.4 percent for this Giant logistics reit of which I think is quite a good pivot point to consider!

NAV is about 1.37.

Gearing below 40%.

 Pls dyodd. 

24th July 2024 update:

MLT : Mapletree Logistics Tr - 1st quarter results is out! Gross Revenue is down marginally to 181.6m versus 182m . 




NPI is down 0.9 percent to 156m. Distribution income is down 7.4 percent to 103m versus 111m , borrowing costs increased 9.4 percent to 38.5m due to higher borrowing costs! DPU is down 8.9 percent to 2.068 cents versus 2.27 cents



 Mapletree Log Tr  - First Quarter results will be out today - 24th July after Trading hours. I think  dpu likely lower as China side may see a lower revenue !

 Estimating DPU of 2.18 cents! Occupancy rate is 95.7% versus 96% last year! Gearing is 39.6%. 

The overall average rental reversion including China was 2.6%.

Pls dyodd.  






Lai ah, AGM is on 17th July 2024 at 2.30pm.1st quarter results will be out in 24th July , dividend is coming, awesome! She had a nice rebound yesterday, need a follow through to reverse this downtrend.



She may likely rise up ti test 1.40-1.42 level. A nice breakout smoothly may see her rising up further towards 1.50 - 1.51.

Pls dyodd.


  Mapletree Log Tr  - Today Pay day for dividend of 2.218 cents crediting to the bank account plus scrip share issued for those who opted to receive in share!



 AGM is on 17th July 2024 at Mapletree Business City Town at 2.30PM.

Chart wise, it looks like 1.29-1.30 is a good pivot point of support! 



Yield is about 6.74% at 1.32. NAV 1.37. Gearing belowv40%. I think good yield level to slowly accumulate for my mid holding! Pls dyodd. 


Mapletree Log Tr  - I think boat is back! Trading at 1.30 yield is a whopping 6.82 percent which is a very good yield level to consider! 




NAV 1.37, Gearing below 40 percent. Pls dyodd. 


  Mapletree Log Tr  - 4th quarter results is out! Gross Revenue is up 1.2 percent to 181m, NPI is up 0.6 percent to 155m, DPU is down 2.5 percent to 2.211 cents marginally due to enlarged no of unit base, rental reversion increased 2.9 percent,  gearing 38.9 percent which is quite healthy! I think the results is quite resilient! Pls dyodd. 





Occupancy rate 96%.

XD 2.211 cents on 7th May 

Pay date 26th June.

Fixed loan rate of 84%.

Do take note. 





Thursday, September 26, 2024

CapitaLandInvest - Wow! Nice breakout at 3.07 likely to sail ahead to test 3.20 and above!

 CapitaLandInvest  - Wow! Nice breakout at 3.07 likely to sail ahead to test 3.20 and above! 



Beyond 3.20, she may rise up to test 3.30, 3.40 than 3.50.

Pls dyodd. 

19th September 2024:

 She is rising up to retest the recent high of 3.07. 



A nice crossing over with ease would likely see her rising up further towards 3.17 and above.

Pls dyodd.

19th September 2024:

CapitaLand Investment (9CI.SI) - Interest rate cut 0.5 percent,  very fierce move ! They are very eager to boost the labor market and at the same time inflation is coming down towards the 2 percent targets! Hopefully gd reit will continue to rise up with this piece of gd news! 

Quote: 

  • The Federal Open Market Committee chose to lower its key overnight borrowing rate by a half percentage point, or 50 basis points, amid signs that inflation was moderating and the labor market was weakening.

Chart wise,  bullish mode! 

She is likely to continue to rise up to retest 2.99-3.00.

Beyond 3.00, we may see her testing 3.10 than 3.20 and 3.35.

Pls dyodd. 

16th September 2024:

 CapitaLandInvest (9CI.SI) - Hosey! Breakout of 2.90! Pathing way for her to test 3.00 and above.



Beyond 3.01, we may see her rising up further towards 3.10 than 3.20.

Pls dyodd. 


6th September 2024:

CapLand Investment - The divestment of IoN and IoN Orchard link to CICT at 1.85b likely booked a once off gains and hopefully they may pay out some as Special dividend!



Price gap up and is now trading at 2.81 Fantastic!

Next, we may see her revisiting 3.00.

Pls dyodd.

CICT new acquisition of 50% ION and ION Orchard Link likely benefits with more management fees. She is up 6 cents to 2.75, this is rather positive! Pls dyodd.

Quote:
CapitaLand Integrated Commercial Trust's (CICT) manager announced on Sept 3 that it is proposing to acquire 50% of ION Orchard at an agreed property value of $1,848.5 million.
CapitaLand Investment (CLI) will divest its 50% interest in ION Orchard to CICT. ION Orchard is currently held in a joint venture with Sun Hung Kai Properties holding the remaining 50%.
The agreed property value is within the range of two independent valuations of ION Orchard, separately commissioned by the trustee and the manager of CICT. On a pro forma basis, assuming CICT had held and operated ION Orchard from Jan 1 to June 30, the distribution per unit (DPU) accretion is expected to be 0.9%.

26th August 2024:

The Gapped has been covered,  awesome! She is rising up towards 2.76 than 2.84. Pls dyodd.



26th August 2024 update:

 CapitaLand Investmen (9CI.SI) - Today she has manged to rise up to 2.66 to momentarily covered the Gapped at 2.66 looks rather interesting! Within the the few days I think high probability she may likely cross over this Gap decisively! Do take note!



A nice breakout smoothly would likely see her testing 2.70 than 2.84 and above!

Pls dyodd.

16th August 2024 update:

 CapitaLandInvest (9CI.SI) - She has managed to bounce-off from 2.42 and is now trading at 2.56, looks rather interesting! 



She is rising up to test 2.60 than 2.66! Pls dyodd. 

The company also bought back share on 14th August. 



NAV is about 2.70+.

14th August 2024:

CapitaLand Investment H1 profit falls 6% to S$331 million

Revenue is up 1 per cent to S$1.37 billion for the half year
CAPITALAND Investment (CLI) posted a 6 per cent fall in net profit to S$331 million for the six months ended Jun 30, from S$351 million the year before.
CLI’s earnings per share for H1 also declined 6 per cent to S$0.065, from S$0.069 previously.
Revenue was up 1 per cent to S$1.37 billion for the half year, from S$1.35 billion in the corresponding period the previous year.
The group’s performance comes against the backdrop of a challenging operating environment, with higher-for-longer interest rates, geopolitical tensions and macroeconomic uncertainties, CLI’s group chief executive officer Lee Chee Koon said on Wednesday (Aug 14) at a results briefing.
For instance, fee-related revenue rose 8 per cent year on year to S$561 million for the half-year period, from S$519 million a year ago.
CLI said this was underpinned by improved asset performance and contributions from new management contracts in its lodging and commercial management business. Its fund management business also contributed to the revenue growth, on the back of higher event-driven fees.
The growth in fee-related revenue was, however, offset by the group’s real estate investment segment, which recorded a 2 per cent dip to S$911 million, from S$932 million the previous year.

CICT- CapLand IntCom T : Results of the PO Rights is out! 82 percent fully applied. Balance 18 percent about 68m share will be allocated to those applied for the excess, awesome I think can get one third of the excesd applied. Swee!

 CICT- CapLand IntCom T  : Results of the PO Rights is out! 82 percent fully applied. Balance 18 percent about 68m share will be allocated to those applied for the excess, awesome I think can get one third of the excesd applied. Swee!


The share will be credited and listed on 2nd October 2024. Huat ah! 

23rd September 2024: 

 CICT- CapLand IntCom T: Tomorrow last day to apply for the PO, dont forget!

This evening will try to apply via cdp online.


Current price is 2.08 - 2.09.

Pls dyodd. 

12th September 2024:

 

Just received the letter! Great!

can use QR code to apply:



Just checked the PO Rights has been credited on the account. Can go ATM to apply for the Rights entitlement. 



PO Rights 16th September 9am to 24 September 5.30pm.

Don't forget!

C12 September 2024:

CapLand IntCom Tr  - Today PP share has been issued at 2.04 a share , price seem to be holding up well, looks rather positive and we may see her rising up to test 2.18 again!



Pls dyodd.

3rd September 2024:

 CICT : CapLand IntCom Tr  - Rights issue offered price of 2.007 for every 1000 share you are alloted 56 share! I think TERP is about 2.09. I guess opening price is 2.07 to 2.08. 

Advance DPU of 2.11 to 2.21 cents.

XD 10/9.

DPU accretive is merely 0.9%.




It looks like they are paying a hefty premium price. 

Lets see how market react tmr!

The acquitted is funded by rights issue and loan.

The Gearing increased to 39.9%. 

It seems like Capiland Investment made a very good divestment gains. Price went up 9 cents to close at 2.78. 

CapitaLand Integrated Commercial Trust's (CICT) manager announced on Sept 3 that it is proposing to acquire 50% of ION Orchard at an agreed property value of $1,848.5 million.

CapitaLand Investment (CLI) will divest its 50% interest in ION Orchard to CICT. ION Orchard is currently held in a joint venture with Sun Hung Kai Properties holding the remaining 50%.
The agreed property value is within the range of two independent valuations of ION Orchard, separately commissioned by the trustee and the manager of CICT. On a pro forma basis, assuming CICT had held and operated ION Orchard from Jan 1 to June 30, the distribution per unit (DPU) accretion is expected to be 0.9%.


Venture - Today A nice white soldier appearing on the chart , looks like Buying interest is back! Closed 35 cents higher at 14.16. She may continue to trend higher!

 Venture  - Today A nice white soldier appearing on the chart , looks like Buying interest is back! Closed 35 cents higher at 14.16. She may continue to trend higher! 



She is looking good to rise up to test 14.42! Next,  she may rise up further towards 15.00 than 15.56. 

Pls dyodd. 


30th August 2024: 

Venture  - Today XD, at least the price didnt drop much! At 14.02, yield is about 5.35 percent for this blue chips index counter seem like the price is well supported by the dividend yield! 



She will need to rise back to 15 dollars in order to reverse this downtrend mode! 

Pls dyodd.

 7th August 2024 update:

  Venture - Chart wise, It looks like the selling down is too fast and overly extended with 3 long and wide bearish candlestick I think a technical rebound may likely happen! 

Today, the company bought back 100K share at about 13.69 looks like the price is undervalued! 

https://links.sgx.com/1.0.0/corporate-announcements/YGV3DGT33OE0985H/7623b1a819dcb41fe2249a9cb7d751850116abbfcd3e6973ced759b301e1b3f0



It is now resting at the support at 13.76. High probability we may see a bounce-off from here! 

Pls dyodd. 



Venture - 2nd quarter results is out! Slight improvement from 1st quarter with Gross Revenue is up 7.6 percent to 717m versus 666m. Net profit is up 5.7 percent to 63.5m versus 60m. Interim dividend of 25 cents.






 XD 30th August. Pay date 12th September. Pls dyodd. 

First Half Net profit is down 11.7% to 123.70m versus 140m. 



Net cash position improves to 1.19b.

NAV 9.82.

Cash generated from operating activities was 302.3m.



Outlook :

2nd Half of 2024 group revenue will be much better than 1st Half 2024.



Wednesday, September 25, 2024

ComfortDelGro - Slow and steady, She will rise back to 1.80 level!

 ComfortDelGro  - Slow and steady, She will rise back to 1.80 level! 



A nice breaking out of 1.51 smoothly we may see her rising up further towards 1.60 than 1.70 with extension to 1.80.

Pls dyodd. 


15th September 2024 : 

 ComfortDelGro - This is a no-brainer opportunity to hop onto this counter as it has expanded with so many new acquisition after the pandemic and has grown their overall portfolio,  gross revenue , net profit and the increased in dividend payout plus December fare hikes for bus and train likely see further upgrade by analyst plus increasing dividend. 



She is looking gd to clear 1.50 level! 

A nice breakout smoothly would likely see her rising up further towards 1.61.

Next, 1.68 with further extension towards 1.70 - 1.78.

Pls dyodd.  


10th September 2024:

 Latest news: 

Public transport fare hike: Adults to pay 10 cents more per journey from Dec 28

Overall, fares will go up by 6 per cent - less than the 7 per cent increase last year when adult fares rose by up to 11 cents for adults per journey. 



I think with this bus fares hike, ComfortDelGro revenue may get lifted and net profit may rise . Dividend will also increase! I think she may rise up to reclaim 1.50! A nice breakout smoothly may likely see her testing 1.60 and above! Pls dyodd. 

4th September 2024 update: ComfortDelGro  - Hosey! Win 3 Bus contracts Franchises, increase market share to 30 percent in Victoria, Australia! Fantastic! Revenue likely get boosted .Dividend may likely increase again! 



Pls dyodd.

25th August 2024 update:

ComfortDelGro  - Will she be testing 1.45 tomorrow with Powell's speech saying they are more likely to cut rate to stave off US weak Labor! 



Breaking out of 1.45 smoothly she would be revisiting 1.50.

Pls dyodd 


 ComfortDelGro  - Will she be able to rise up to test 1.44 before going XD tomorrow! 



Yield is about 5.33% if Final dividend is 4 cents and above. Pls dyodd. 


ComfortDelGro  - 1st Half Results is out! Interim dividend of 3.52 cents is higher than last year 2.9 cents.



 Gross revenue increased 13.7 percent to 2.12 billion. PATMI increased 21.4 percent to 95.3m. I think the results is very good !


 The 2QFY2024 Revenue rose by 16.4% y-o-y to $1.11 billion, while its patmi rose by 19.7% y-o-y to $54.7 million.

According to the group, it saw improved margins through its public bus contract renewals in the UK combined with the positive performance of its acquisitions of CMAC Group and A2B Australia. In Singapore, the taxi and private-hire business saw improved contributions from its Zig ride-hailing platform. 1HFY2024 patmi margin stood at 4.5%, 0.3 percentage points higher y-o-y



XD 21st August. 

Pay date 29th August. 

Pls dyodd. 


 Pls dyodd.  


   ComfortDelGro - I think 1st Half results may see Gross Revenue and Net profit increasing as well as declaring higher interim dividend. Both SBS Transit and Vicom declaring same or slightly higher interim dividend.  Results might be out by this week! 



Chart wise,  waiting for the next catalyst to push the price above 1.42, 1.45 and 1.50.  Pls dyodd 


8th August 2024 update: 

ComfortDelGro - Vicom(ComfortDelGro subsidiary company) just released the 1st Half Results, Net profit is up 1.3 percent to 14.1m, interim dividend of 2.8 cents versus 2.75 cents last year! Looks like ComfortDelGro may book a higher revenue and net profit plus increase dividend payout! 

Revenue grew 0.8 per cent year on year to S$56.3 million in the period, and earnings per share came in at S$0.0398, up from S$0.0393.

Chart wise, she is likely to clear 1.40 and rises higher to test 1.45 and 1.50. Pls dyodd. 

31st July 2024 update:

 ComfortDelgro - She will be reporting her 1st Half results in Mid August. Estimating interim dividend of 3 to 3.5 cents versus 2.9 cents last year. 



The overseas investment with higher profit margin may help to boost their total revenue as well as the Net Profit.

Chart wise, she may rise up to test 1.42 than 1.46 and 1.50 level.

 Pls dyodd.

21st July 2024 :

 She had managed to clear the resistance at 1.40, awesome!



Next, she is rising up to test 1.45 than 1.50! First Half results will be out Aug! Dividend is coming! Nice!

Pls dyodd.


21st July 2024:

ComfortDelGro  - Gd news! SBS Transit won the bus contract for Seletar Package of 526m till 2030. 

This would certainly benefit ComfortDelGro and their revenue may likely increase,  dividend may increase as well! 

Quote :  Public bus services operating from Seletar bus depot, including 24, 70 and 130, will continue to be run by SBS Transit (SBST) until at least 2030.

The public transport operator on July 19 won the right to continue running a total of 29 bus routes under the Seletar bus package with a $526 million bid.(the Straits Times) .



Price likely reclaim 1.40 and rises higher towards 1.45 thsn 1.50.

13th July 2024 update:

 ComfortDelGro  - She has slowly climbing up from 1.33 to touch 1.40 seem rather interesting!Likely to rise up to test 1.45 again! 



Next, likely revisit 1.50.

first Half results will be out in August  interim dividend likely increase! 

Nibbled a bit at 1.38.

Pls dyodd. 


 ComfortDelGro  - She is slowly rising up after touching the low of 1.33 and closed at 1.37, looks rather interesting!



 First Half results  be out in August,  interim dividend likely increase! Pls dyodd.  


ComfortDelGro  - I think good price is back after being corrected from 1.50 to close at 1.37. 



Yield is about 4.86 percent which is pretty decent and the businesses are expanding with higher margin we may see further revenue increases and higher dividend payout! Pls dyodd. 


  ComfortDelGro  - 1st quarter results update is out! Revenue is up 10.8 percent to 1004m.




 PATMI is up 23.8% to 40.6m. Cash Flow is positive! CASH on hands increased to 922m. Awesome! Likely see a higher net profit and increase in dividend payout for 2nd quarter! 


  ComfortDelGro  - She is gaining strength! Likely to rise up to revisit 1.50 again! Pls dyodd. 



Remember dividend date on 15th May! 

Awesome! 


ComfortDelGro  - She is holding up well! Likely to continue to rise up to reclaim 1.50 again! Ex.dividend is on 6th May for 3.76 cents! Do take note! 


 CDG (ComfortDelGro) - A nice crossing over of 1.49-1.50 level smoothly would likely see her rising up further towards 1.62. Pls dyodd. 



ComfortDelGro  - She is rising up to test 1.50 than 1.63. Do take note!



 A nice breakout of 1.63 smoothly plus good volume we may see her rising up further towards 1.80.

Pls dyodd. 

AGM : 26th April 10.00 A.M. AT LEVEL 3, SUMMIT 1 ROOM SUNTEC SINGAPORE CONVENTION & EXHIBITION CENTRE 1 RAFFLES BOULEVARD, SUNTEC CITY SINGAPORE 039593.

Total Revenue and net profit plus increased in paying Final dividend likely to boost the price further! First wide and bullish Green candlesticks spotted on the weekly chart,  looks rather positive!


  ComfortDelGro - Fantastic! Finally,  she had managed to breakout 1.43 plus high volume and closed well at 1.46 thus is rather positive and may likely see her rising up further to 1.50 and above! Do take note !




ComfortDelGro  - She is doing a YoYo mode, will she be able to conquer 1.43 and rises higher towards 1.50 and 1.60. Do take note! 



 ComfortDelGro  - This giant Transport company is growing and expanding at a faster rate as we can see their revenue growth on the latest sets of financial numbers with Net profit higher and the increased in Final dividend from 1.76 cents to 3.76 cents,  fantastic! Yield is about 5 percent which is quite good. 



Do take note! Pls dyodd. 


  ComfortDelGro  - At 1.36, yield is about 5 percent for the giant transport company which is quite resilient during market volatility! A good defensive counter to put under one portfolio! Pls dyodd.  




ComfortDelGro  - FY results is out! Final dividend increased more than 100 percent from 1.76 cents to 3.76 cents. Total Revenue is up 2.6% to 3880m and Net profit is up 4.3% to 180.5m. I think is a good sets of financial numbers! 




Total dividend of 6.66 cents representing a payout of 80%, swee!

EBITDA increased 6.5% to 629.9m.





XD 6th May.

PAY date 15 May 

Yield is about 5% at 1.35.


Pls dyodd.