Sembcorp Ind - A rebound is going to happen anytime and bring her back to 6.50 and above

 Sembcorp Ind - A rebound is going to happen anytime and bring her back to 6.50 and above 

Pls dyodd. 

15th August 2025:

 Sembcorp Industries  - Today XD, spotted a bullish candlesticks on the chart , looks like we may see a nice rebound soon! 

Hopefully,  it can bounce-off from here and rises higher towards 6.50 than 6.83.

Pls dyodd.

9th August 2025:

 The selling down seem too drastic!

A rebound is likely to happen soon! 

She may bounce-off and rises higher towards 6.70 and above!

Pls dyodd. 

9th August 2025:

 Sembcorp Industries’ earnings fell 1 per cent to S$536 million for the first half ended Jun 30, on the back of lower turnover from its gas business.

This translated to a 1 per cent decrease in earnings per share to S$0.3013, the company announced before the market opened on Friday 8th August 2025.

Interim dividend increased from 6 cents to 9 cents but share price Gapped down a

and was down almost 15% to 6.58 and closed at 6.72. She was down 14% from 7.80 before results released.  It looks like the selling is too drastic and we may see a throwing back reaction(aka rebound)anytime! 

Not a call to buy or sell!

XD 15th August and paydate 26th August.  The company has no cash flow issue and cash on hands of 879m! 

Pls dyodd. 

Quote : CFO Cheng highlighted that Sembcorp has S$3.5 billion in “on-demand liquidity that we can readily draw on to deploy for growth”. The sum comprises S$879 million in cash and S$2.6 billion in unutilised committed facilities as at end-June.

Said CEO Wong: “With a strong balance sheet, strong cash flow and strong Singdollar, this is shopping season. I can’t tell you a lot about what is being cooked, but there are opportunities out there, and we are very well-positioned to capture some of those.”

The company also expects to maintain a “sustainable” dividend payout despite the macro challenges. It declared an interim dividend of S$0.09 per share, up from S$0.06 per share in the year-ago period.

Ifast - we have witnessed the end of the uptrend turning into bearish reversal mode and it may take sometimes for the dust to settle down

 She may go down to retest 8.24. If cannot hold, then she may slide further down towards 8.00 than 7.70. Beyond that, she may go down to test 7.00 and below. Pls dyodd.

21st August 2025:

Ifast - we have witnessed the end of the uptrend turning into bearish reversal mode and it may take sometimes for the dust to settle down!

Meanwhile, she may go down to test 8.18 than 8.00 with extension to 7.69.

Pls dyodd.

19th August 2025:

As mentioned earlier,  she has run up too much and too fast, the price simply cannot sustain and finally gave way and falling down to 8.90. I think is better to let the dust settle down first! 

When the price has reached to an overpriced level anything can happen! 

Pls dyodd. 

3rd August 2025:

After the released of the results,  as expected,  price Gapped from 7.42 and rally all the way up to 9+. Looks rather overly extended!

As reflected on the chart,  the same scenario may repeat itself! Pls dyodd. 

24th July 2025:

iFAST Corp: 1H2025 Net Profit Rises 34.7% YoY to S$41.15 

million, with 2H2025 Set to Outperform; 2Q2025 Dividend 

Up 33% YoY and FY2025 Dividend Expected to Rise at Least 

35% YoY 

• In 2Q2025, the Group’s net profit increased by 37.9% YoY to S$22.11 million, on the back of a 28.3% 

YoY increase in the Group’s gross revenue to S$120.24 million. The increase in 2Q2025 profitability 

was driven by growth in the Hong Kong ePension business, a turnaround of iFAST Global Bank 

(“Bank”) and continuing growth in the Group’s core wealth management platform business. 

• For the Group’s core wealth management platform business, Group AUA increased 21.6% YoY to a 

new record high of S$27.20 billion. Group net inflows were at a record S$1.29 billion in 2Q2025. 

• The Hong Kong business saw a 33.4% YoY growth in gross revenue to S$45.60 million in 2Q2025. 

The increase in revenue reflected the growth of the ePension business and the wealth management 

business in Hong Kong. Profit before tax for the overall Hong Kong business saw a 17.8% YoY 

increase to S$15.7 million in 2Q2025. 

• Following the initial quarter of profitability in 4Q2024, iFAST Global Bank continues its profitable 

growth path. It achieved a net profit of S$0.70 million in 2Q2025, compared to a loss of S$1.56 million 

in the previous year. Customer deposits at the Bank grew 124.2% YoY to S$1.45 billion at the end of 

2Q2025. 

• The Group’s Return on Equity (ROE) in 1H2025 was at a healthy 24.6%. A healthy ROE allows the 

Group to be able to pursue robust long-term growth strategies while being able to raise dividend 

payouts. 

• For the second interim dividend for FY2025, the Directors proposed a dividend of 2.00 cents per 

ordinary share (+33.3% YoY) and for FY2025, the Directors expect to propose a total dividend of 8.00 

cents per ordinary share or higher (at least +35.6% YoY increase).

XD 6th August. 

Another sets of stellar results! 

Monday price may gap up! 

Pls dyodd. 

Sats - SATS POSTS 1Q NET PROFIT OF S$70.9 MILLION. Negative free cash flow of 4.5m. Lets see how she fares tomorrow

 SATS POSTS 1Q NET PROFIT OF S$70.9 MILLION

1Q FY26 Highlights (YoY):

• Revenue increased 9.9% to S$1.5B, driven by volume growth and market share gains

• EBITDA improved by 9.9% to S$273.8M with margins sustained at 18.2%

Singapore, 20 August 2025 – SATS Ltd (SATS or the Company and together with its 

subsidiaries, the Group) today reports its financial performance for the three months ended 

30 June 2025 (1Q FY26).

Amid market volatility and disruptions to global trade flows, SATS Group achieved 1Q FY26 revenue 

of S$1.51 billion, an increase of 9.9% compared to the same period last year. The Group attributes

this performance to continued volume growth in its cargo and aviation food services, supported by 

our global network.

Gateway Services revenue rose 11.2% year-on-year to S$1.18 billion, driven by a larger customer 

portfolio and strong cargo volume growth that outperformed IATA’s global growth benchmarks. 

Food Solutions revenue rose 5.6% year-on-year to S$328.3 million, driven by sustained growth in 

air travel and inflight meal demand. 

The Group's expenditure (excluding depreciation and amortisation) was up 9.9% year-on-year at

S$1.23 billion, in line with higher business volumes. 

Operating profit for 1Q FY26 rose 10.9% year-on-year to S$125.2 million, with operating profit margin 

at 8.3%. 

The share of earnings from associates and joint ventures decreased 7.1% to S$33.0 million year-

on-year, mainly due to a one-off net gain recognised in the prior-year period. Underlying results 

reflect increased business volumes.

The Group posted PATMI of S$70.9 million, up S$5.9 million over 1Q FY25.

NikkoAM-STC Asia REIT ETF - this counter covers most of the famous reit which is more or less to invest into S-REIT sector. The best part it is paying out Quarterly dividend

  NikkoAM-STC Asia REIT ETF  - this counter covers most of the famous reit which is more or less to invest into S-REIT sector. The best part it is paying out Quarterly dividend!

Now market is anticipating Fed officials may cut interest rates 0.25% in Sept meeting.  Reit sector seem firming up and getting ready to welcome the gd news! 

CFA looks like she may rise up to test 0.85 soon! 

Pls dyodd.

9th August 2025:

Indeed she had managed to cover the dividend Gapped at 80 cents and is now trading at 80.9 cents. A nice crossing over of 81 cents with ease we may see her rising up to test 85 cents and above. 

Pls dyodd. 

5th July 2025:

NikkoAM-STC Asia ETF Reit  (CFA.SI) : If you dont know which reit counter to consider can look at this Reit ETF that pays quarterly dividend and is yielding 5m5 percent covering most of the gd reit counters.

Nibbled small units at 0.784 yesterday- 4th July 2025.

Chart wise,  s

he is gaining strength,  likely to rise up to cover the dividend Gapped at about 0.792-0.8. A nice breakout of 0.8 smoothly plus good volume we may likely seeing her rising up further towards 0.85 and above. 

If rate cuts materialize in September and December 2025, this may likely boost the price higher!

More rate cuts may help to lower borrowing costs and help to increase the DPU payout.  When DPU increased,  the price likely follow. 

Not a call to buy or sell!

Pls dyodd. 

Top 10 Holdings:

Interesting to find out what is this Embassy Office Park reit.

ComfortDelGro - Gd results but price still being pressed down. Great opportunity is back. Nibbled small units at 1.50

 ComfortDelGro  - Gd results but price still being pressed down. Great opportunity is back. Nibbled small units at 1.50.

Yearly dividend is about 8.41 cents. Yield is about 5.6%.

Pls dyodd. 

13th August 2025:

 I think the results is gd! Tomorrow price likely rises higher towards 1.60 and above! 

COMFORTDELGRO POSTS STRONG 1H2025 RESULTS, REVENUE

INCREASES 14.4%, WITH 11.2% PATMI GROWTH

• Revenue rose to S$2.4 billion, marking a 14.4% year-on-year growth, while PATMI climbed to S$106

million, an 11.2% year-on-year improvement.

• Overseas revenue now accounts for over 50% of total revenue.

• Interim dividend of 3.91 cents per share declared, representing a payout ratio of 80%.

XD 20th Aug, paydate 28th August. 

The Group’s Public Transport segment saw a 29.6% increase in operating profit YoY, mainly due to its

London bus contract renewals at improved margins and the successful commencement of its four bus

franchises in Greater Manchester as part of the Bee Network.

Under its Taxi & Private Hire segment, the Group reported a 20.6% increase in operating profit compared to

1H2024. The Group saw full contribution from Addison Lee in the UK and A2B in Australia amidst increasing

competition in the Singapore market and continuing economic challenges in China.

Overseas revenue accounted for more than 50% of the Group’s total revenue for the first time. Overseas

operating profit grew approximately 67.8% YoY, largely attributed to the full contribution from its 2024

acquisitions of Addison Lee, CMAC, and A2B.

“The increase in overseas

earnings reflects our focus on pursuing profitable international growth. The international Public Transport

business continues to do well, underpinned by our ability to collaborate effectively with our clients to deliver

valued services to support their transport goals. We continue to drive greater operational efficiencies and

growth opportunities for our global taxi and private-hire network. In a time of uncertainty, we remain

committed to the disciplined execution of our strategy, including leveraging technologies such as artificial

intelligence and autonomous vehicles to build a future-ready ComfortDelGro.”

The Group is actively enhancing and developing its long-term capabilities to maintain competitiveness.

SBS Transit - Today, she is going XD, likely see price get corrected to 3.19

Wow! Looks like something is brewing! She had a nice running up and is now trading at 3.37 up 8 cents plus the volume is quite high! 

She may rise up to test 3.50 than 3.80.

Pls dyodd. 

27th August 2025:

Dividend was credited yesterday,  nice!

Now, waiting for the Final dividend of about 9-10 cents and hopefully,  price may rise back to 3.30.

Pls dyodd. 

18th August 2025:

SBS Transit  - Today, she is going XD, likely see price get corrected to 3.19 or 3.18.

Dividend of 8.95 cents.

Chart wise,  bullish mode!

Will she be able to continue to rise higher after XD. We will know in few days time!

Pls dyodd.  

  11th August 2025:

First Half year  results is out!

 Revenue for the first six months decreased by 4.5% to $745.9 million

Group operating costs decreased by 4.7% to $711.8 million

Group operating profit decreased by 1.7% to $34.1 million

Net profit attributable to shareholders decreased by 7.7% to $31.1 million

An interim dividend of 8.95 cents has been declared.

Net profit is down,  but interim dividend increased to 8.95 cents versus 5.58 cents last year. Awesome! 

XD 18th August,  paydate 26th August 2025.

Dividend:

A tax-exempt one-tier interim dividend of 8.95 cents per ordinary share has been 

declared, representing a payout ratio of 90%, which is in line with our Dividend Payout 

Ratio of at least 50%.

24th July 2025:

 SBS Transit  - Yesterday,  she had a nice long and wide candlesticks appearing on the chart and the price is up 7 cents to close at 3.07 this is rather bullish!

Next, she may rise up to test 3.13.

A nice breakout with ease plus good volume we may see her rising up further towards 3.30 than 3.50 and above. 

The company is cash rich with 300+m cash on hands likely able to sustain in paying out dividend.  

She will be reporting her 1st Half results in August,  interim dividend of 5.58 cents is coming. Nice!

Pls dyodd. 

20th July 2025:

Sbs Transit  - She is gaining momentum likely to retest 2.95 again. A nice breakout smoothly plus good volume we may see her rising up further towards 3.00 and above !

Beyond 3.10, she may rise up to test 3.15 than 3.30.

1st Half results will be out in August 2025, interim dividend of 5.58 cents is coming! If Final dividend remain the same as last year 14.69 cents that would be superb!

They have so much cash on hands about 300+m. 

Pls dyodd. 

 14th July 2025:

 Sbs Transit  - Nice breakout today at 2.92. Looks rather bullish and she may rise up to test 3.00 than 3.10 and above!

Beyond 3.10, she may rise further higher towards 3.28 than 3.40 and 3.50.

First Half results will be out in August,  dividend is coming.  Nice!

Pls dyodd.