Mapletree Log Tr - She looks like loosing steam! Price fallen off from 1.50 to 1.41 doesn't look good! She may go down to test 1.35.

 Mapletree Log Tr  - She looks like loosing steam! Price fallen off from 1.50 to 1.41 doesn't look good! She may go down to test 1.35. 

Pls dyodd.

28th September 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! 

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. 

MIT: Mapletree Ind Tr - I think at 2.49 yield is still pretty good at 5.4 percent. Results willl be out on 29th October, do take note!

  MIT: Mapletree Ind Tr  - I think at 2.49 yield is still pretty good at 5.4 percent.  Results willl be out on 29th October,  do take note! 

3rd October 2024:

Mapletree Ind Tr  - She may rise up to test 2.59! A nice breakout smoothly may see her rising up further towards 2.65 and 2.73.  

Pls dyodd. 

30th September 2024:

Mapletree Ind Tr  - Proposed acquisition of a Freehold properties in Japan/Tokyo a multi-storey use facilities comprises of Data Centre,  Back Office, training facilities and an adjacent accommodation wing for a value of JPY14.5B!  

Approximately SGD 130m.

The acquisition is DPU accretive!

The Manager intends to finance the acquisition via JPY denomination loan of 14.9b and hereby increase the Gearing from 39.1% to 39.8%.

With this new acquisition,  Japan will increase MIT total portfolio percentage to 6.4% from 5.1%. Increase the total assets value from 9b to 9.1b.

With this acquisition would likely boost their NPI/Distribution Income and perhaps an increase in DPU.

Pls dyodd. 

Frasers Cpt Tr - I think good price is back! First Half results will be out on 25th October dividend is coming, nice! At 2.27 yield is 5.3 percent I think is quite a good pivot point!

Frasers Cpt Tr - I think good price is back! First Half results will be out on 25th October dividend is coming,  nice!

 At 2.27 yield is 5.3 percent I think is quite a good pivot point!

4th October 2024:

  FCT - Frasers Cpt Tr  : Had dinner at NEX, Nice Steaks and yummy potatoes! Very crowded! Business is very good! Feeling great! 

Waiting for FCT results scheduled to be out 25 Oct cum dividend,  Huat ah! 

Current price 2.30, yield is still pretty good at 5.23%. As more rate cuts , price may rise back above 2.50 in time to come! 

 Frasers Cpt Tr  - Last Friday it looks like some Fund are offloading this counter seems like a targeted candidate,  down 8 cents to 2.27 ! 2.25 support level likely to be tested! 

We may see a bounce-off from the current price level as the price seem overly corrected! The volume is extremely high looks like the selling is more or less completed! Pls dyodd. 

16th September 2024:

Frasers Cpt Tr  - Last Friday,  it looks like someone is selling off this counter in big qty which saw the price being sold down 5 cents to close at 2.36. The volume is high. 

Lets see how she fares , hopefully,  she can rise up to reclaim 2.42!

7th September 2024:

  Frasers Cpt Tr  - It has managed to touch 2.42 yesterday but closed at 2.38, looks like Bull is back!

 This driving force may continue to push the price to clear 2.40 than 2.50 and above!

Beyond 2.5p, we may see her rising up further towards 2.63 than 2.73.

Pls dyodd. 

3rd September 2024 update:

 FCT:Frasers Cpt Tr  - She had closed well at 2.37 yesterday,  likely to continue this uptrend direction and rises higher to test 2.40 and above. 

A nice breakout of 2.40 smoothly we may see her rising up further towards 2.50 and 2.60.

Pls dyodd. 

24th August 2024 update:

 Frasers Cpt Tr  - Fed Chief Powell's speech mentioning they are likely to cut rate to stave off weaker US labor.

Gd reit like FCT likely benefit and price may react positively! Dont miss out! Pls dyodd!

Chart wise,  she had managed to stay above 2.35 this is rather bullish ! 

She is rising up to test 2.40 than 2.50 and above! 

  Frasers Cpt Tr  - She is rising up nicely to touch 2.35 yesterday,  this is rather bullish! I think high probability she may rise to test 2.40 and above!  

Beyond 2.40, she may likely continue to trend higher towards 2.48 to 2.50 than 2.55 and above! 

Pls dyodd. 

4th August 2024 update: 

FCT : Frasers Cpt Tr  - One of the rare local retail mall that is pretty resilient and almost attaining 100 pecent occupancy rate. Yield is more than 5.3 percent,  NAV about 1 Price Per Book. Gearing below 40 percent of which is good to be included into one watch list or portfolio! 

Chart wise,  bullish mode!

She is rising up to test 2.30 than 2.33 to 2.35.

Pls dyodd. 

 FCT : Frasers Cpt Tr  - 3rd quarter results update is out! All nos seem about the same as last year! Occupancy 99.7 percent,  Sales revenue slightly higher, gearing is 39.1% versus 38.5% , ICR 3.26x. 

Retail sales and Retail rent is up slightly! 

No total gross revenue and earnings provided! 

Tampines 1 AEI update:

AEI to complete by September 2024. Project ROI 8%. 

Mall achieve 100% occupancy.  

At 2.19, yield is about 5.49%.

Seem quite a nice Yield level. 

CapLand Ascott Tr - A long bearish bar appearing at the top of the price patterns looks rather threatening! Luckily the volume isnt high! Hopefully she can rise up to reclaim 99 cents or 1.00.

  CapLand Ascott Tr  - A long bearish bar appearing at the top of the price patterns looks rather threatening!

 Luckily the volume isnt high! Hopefully she can rise up to reclaim 99 cents or 1.00. 

Pls dyodd. 

2nd October 2024:

CapLand Ascott Tr  - Acquisition of Ify Funan Singapore is another great asset added to boost their total portfolio 

plus an increase of 3.5m distribution income or 1.5 percent increase in DPU payout,  awesome!

 This acquisition is being funded by the recent divestment of Citadines Mount Sophia and the Gearing is below 40 percent which is a plus point! 

Ay 97 cents, yield is about 5.25% which is quite a good yield level! 

NAV is about 1.15.

Gearing below 40%.

I think current price is still considered quite a great price! 

Pls dyodd. 

CapitaLandInvest - She is gaining strength likely rise up to reclaim 3.20 again! A nice breakout with ease we may see her rising up further towards 3.50!

Today, 9th October,  the company bought back a few hundreds share at 2.98, looks like gd price is back! Pls dyodd.  Went to Bangkok Hawker Centres and bought back some foods from there, buay pai! Lai ah, jiak! 

CapitaLandInvest  - She is gaining strength likely rise up to reclaim 3.20 again! 

A nice breakout with ease we may see her rising up further towards 3.50! 

Pls dyodd. 

 27th September 2024:

 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.