Olam Group - Chart wise, she will need to cross over 1.08 in order to rise up towards 1.20 and above! Cutting price of 1.02, yield is a whopping 6.86 percent of which is a very good yield level. The compnay just bought back 750k share at 1.02, looks like current price is undervalued! Pls dyodd.

  Olam Group  - Chart wise,  she will need to cross over 1.08 in order to rise up towards 1.20 and above! Cutting price of 1.02, yield is a whopping 6.86 percent of which is a very good yield level. 

The compnay just bought back 750k share at 1.02, looks like current price is undervalued! Pls dyodd.  

Olam Group  - Chart wise,  gaining strength! Likely to rise up to retest 1.08 again!

 A nice breakout smoothly plus high volume would likely drive the price higher towards 1.20 and above! Yield is quite attractive at 6.8 percent. Pls dyodd. 

 Olam Group  - Another TH baby! Chart wise, bullish mode! Likely to test 1.10 than 1.20 and 1.29. Final dividend of 4 cents, yield is about 6.9 percent at 1.02! Do take note! 

The company just started buying back share today at 0.9906 for 376,500 share. 

XD 3rd May. 

Pay date 13th May.

Seem like the share has been overly beaten down due to the court case saga!

Look at Wilmar price also has been pressed down due to quite similar situation. Pls dyodd. 

NikkoAM-STC Asia ETF Reit - Getting this counter is like investing into many famous reit counter like CLAR, FCT, FLCT, MLT, MIT, MPACT, Suntec, KDC, CICT, Link etc I think is a no-brainer opportunity! Yielding about 6 percent plus quarterly dividend make it very interesting! Pls dyodd.

 NikkoAM-STC Asia ETF Reit - Getting this counter is like investing into many famous reit counter like CLAR, FCT, FLCT, MLT, MOT, MPACT,  Suntec,  KDC, CICT, Link etc I think is a no-brainer opportunity! Yielding about 6 percent plus quarterly dividend make it very interesting! 

Quote : latest Fed meeting -  Fed  Chairman Jerome Powell's press conference Wednesday lasted longer than the typical 45 minutes, suggesting he had some things he wanted to communicat78. First

rate cut in June is on track.

On the surface, it was a placeholder meeting. The Fed kept its policy rate steady in a range of 5.25%-5.5% and made no major changes to its policy statement. The committee also maintained its forecast for three rate cuts this year.

Pls dyodd. 

NikkoAM-STC Asia ETF (CFA.SI) - dividend of 1.15 cents, XD 1st April, not bad! Collect dividend while waiting for price to recover! 

At 78.7 cents yield is more than 5.8% looks like quite a good yield level to consider.  

Pls dyodd. 

  NikkoAM-STC Asia ETF  (CFA.SI) - I think No-brainer strategy to add this Reit ETF that consist of most of the famous reit counter like MIT, MLT, CLAR, CICT, FCT, FLCT, SUNTEC,  LINK etc. Trading at 81.7 cents, yield is about 6.1 percent looks great for me! Pls dyodd. 

Chart wise, she may rise up to test 83 than 85 to 87. 

  NikkoAM-STC Asia ETF Reit - I think great price is back! Having this counter is like owning most if tge famous Index reit like CLaR, CICT, MIT, MLT, MPACT,  KDC, Suntec,  Link (HK) . At 81cents yield is a whopping 6.1 percent,  do take note!

Wah, nice closing at 82 cents!

I think high chance she may rise up to test 84 cents Than 88.5 cents!

Pls dyodd.

9th December 2023:

 Chart wise,  bullish mode!

I think likely to clear 82 cents and rises higher to test 84-84.5 cents.  

A nice breakout smoothly will likely see her rising up to test 90 cents. 

Pls dyodd. 

 I think she is slowly gaining momentum and likely to rise up further as US interest rate has peaked and paused and this is generally positive for reit and equity! 

I think high probability of rising up to test 84 cents than 90 cents.

Pls dyodd.

Nibbled a bit at 0.801. Nice yield of more than 6%!

Chart wise, she is slowly recovering from the low of 0.73+ looks rather positive!

Pls dyodd.

NikkoAM-STC Asia REIT ETF (CFA.SI) - She is yielding 6.49% at 0.801, Quarterly dividend, I think is a good yield level to take note! 

It covers most of the index reit like CapitaLand Integrated Commercial Trust,  CapitaLand Ascendas REIT,  Mapletree Ind Tr,  Mapletree Logistics Trust,  Frasers L&C Tr etc.

Chart wise, it has managed to bounce-off from the low of 73.6 cents and closed well at 0.802, looks rather bullish!

If this bullish momentum continue we may likely see her rising up further towards 90 cents and above. 

Not a call to buy or sell!

Please dyodd.

Mapletree Log Tr - Scrip share will be credited tomorrow 20th March. It is cheaper to get from the market at 1.42. GSS is here! Huat foe those who are taking this opportunity to accumulate! Pls dyodd.

 Mapletree Log Tr  - Scrip share will be credited tomorrow 20th March.  It is cheaper to get from the market at 1.42.

 GSS is here! Huat foe those who are taking this opportunity to accumulate! Pls dyodd.  

 Just received the letter for the scrip offered at 1.524 per share.

I have nibbled a bit at 1.51 today! 

Most probably  I will skip and take cash instead!

Last day to submit is on 23rd Feb 5pm. 

Do take note!

At 1.51, yield is about 6%. I think is a great yield level for me.

Mapletree Log Tr  - Scrip price offered is 1.524, which is higher than current market price of 1.51! Does it make sense to go for scrip! O would rather take cash and buy straight from market directly which is slightly cheaper.  

Election period is from 9th Feb to 23 Feb. 

New share will be credited on 20th March.

At 1.51, Yield is about 6% for this index reit of which I think is a no-brainer opportunity! 

Pls dyodd. 

  Mapletree Log Tr  - Yesterday queueing to get some at 1.60 but didnt managed to get! At 1.61, yield is nice at 5.64%! Will try again on Monday! 

Pls dyodd.

Results will be out on 24th Jan after trading hours. Dividend is coming,  great!

Yield is about 5.5% at 1.63. I think is much better than kdc. 

Pls dyodd. 

Wah, gd news:

Mapletree Logistics Trust*

— Deepens Presence in India with Latest Acquisition of a newly completed modern Grade A warehouse with high quality building specifications

— 100% leased to a leading domestic 3PL operator with long lease of 8 years. 

Mapletree Log Tr (MLT) - Wah, today closed at 1.62 looks like Bull is in control! A nice crossing over of 1.62 smoothly we may likely see her rising up higher to test 1.73. Huat ah! 

CpI data will be released on 12th Dec. 

If the numbers are within expectations then it may bring cheers to the stocks market!

Pls dyodd.

Chart wise,  bullish mode!

Short term wise,  I think likely to rise to test 1.62! 

A nice breakout accompanied with good volume would likely see her rising up to test 1.70 to 1.73.

Pls dyodd.

One of the great opportunity from applying scrip using dividend to increase your no. Of share plus keep generating future dividend! You can also book an instant gain from the price difference of 1.58 less 1.437 ! 

Do remember last day to submit is 5PM 23rd November 2023.

I have mailed out ! Swee!

Today Ex.dividend of 2.268 cents. Nice quarterly dividend payout, Fantastic! 

Chart wise, it has managed to bounce-off from 1.45 and closed higher at 1.49 looks rather interesting! 

With rate hike most probably paused in November we may see some pressure taking off from reit financing cost and hopefully this might help to support the price at the current level!

I see great pivot point at current price level! 

At 1.49, yield is about 6.05%.

Pls dyodd. 

Half year results is out!

A beautiful sets of financial numbers that beat my expectations of dpu of 2.25 cents ! 

Gross Revenue is up 15% to 186.7m.

Dividend of 2.268 cents , XD 31 October. 

I think is a gd sets of results! 

Huat ah! 

Pls dyodd. 

At 1.45, estimating yearly dpu of 9.02 cents,  yield is 6.22% I think great price is back! 

NAV is 1.416. 

I think good pivot point to watch will be at 1.41 which was the recent low!

Pls dyodd.

Nibbled a bit at 1.60!

Results is due on 24th October,  estimating dpu of 2.26 cents. 

Yield is about 5.63% estimating yearly dividend of 9.02 cents. 

Pls dyodd.

I think sales is still on! 

This is one of the giant index logistics reit that has been expanding their assets and consistently increasing the dpu! 

Please dyodd.

 Closed at 1.64 after went ex.dividend looks like gd price is back!

At 1.64 , yield is about 5.5% which is quite a gd yield level for this blue chips index reit. 

Chart wise,  A nice pivot point is at 1.60 - 1.63.

Not a call to buy or sell!

Please dyodd.

 XD 1st August,  2.037 cents dividend.  

Price is down 3 cents to 1.70.

I think profit taking before going Xd.

Heng  ah, I have locked in kopi money this morning at 1.74.

Pls dyodd.

 Distribution income increased 3.1% to 112m.

Dpu increased 0.1% to 2.271 cents.

Occupancy rate 97.1%.

4.1 % rental reversions.

I think the results is not bad at least dpu is still up a little bit.

 

The power of CD! 

She is gaining strength and likely rise up to reclaim 1.75.

 Indeed, she has managed to reclaim 1.67 and rises higher to touch 1.71 looks rather bullish!

Likely to rise up further to test 1.75 and above.

Please dyodd.

Mapletree Logistics Trust (“MLT”) is Singapore’s first Asia-focused logistics real estate investment trust. Listed on the Singapore Exchange Securities Trading Limited in 2005, MLT invests in a diversified portfolio of quality, well-located, income producing logistics real estate in Singapore, Hong Kong SAR, Japan, China, Australia, South Korea, Malaysia, Vietnam and India.

The Manager, Mapletree Logistics Trust Management Ltd., is committed to providing Unitholders with competitive

total returns through the following strategies:

1. optimising organic growth and hence, property yield from the existing portfolio; 
2. making yield accretive acquisitions of good quality logistics properties; and
3. managing capital to maintain MLT’s strong balance sheet and provide financial flexibility for growth.

Recent acquisition of 6 logistics assets in Japan and a logistics assets in Korea.  

Portfolio Overview

Our properties, built to modern building specifications, are strategically located near to major expressways and established logistics clusters in nine geographic markets across Asia Pacific.

The Manager, Mapletree Logistics Trust Management Ltd., is committed to providing Unitholders with competitive total returns through the following strategies:

1. optimising organic growth and hence, property yield from the existing portfolio; 
2. making yield accretive acquisitions of good quality logistics properties; and
3. managing capital to maintain MLT’s strong balance sheet and provide financial flexibility for growth.

Our Vision

To be the preferred real estate partner of choice to customers requiring high quality logistics and distribution spaces in Asia-Pacific. 

Our Mission

To provide Unitholders with competitive total returns through regular distributions and growth in asset value. 

As a REIT established in Singapore, MLT is constituted by the Trust Deed. A copy of the Trust Deed can be inspected at the registered office of the Manager,which is located at 10 Pasir Panjang Road, #13-01 Mapletree Business City, Singapore 117438, subject to prior appointment.

 TA wise, she is still quite weak! 

Need to reclaim 1.67 in order to reverse this

 downtrend and rises higher!

Yearly dpu of 9 cents, yield is 5.5% of which I think is quite good! 

Gearing is below 40%. Market cap is about 8.225b. 

Please dyodd.

She is rising up to test 1.67 soon. Now trading at 1.65 to 1.66 as of 12th July 1.12pm. Awesome! 

CapitaLand Ascendas REIT - I think GSS price is back! At 2.66, yield is about 5.6 percent for this industrial cum Data Centres reit plus a sti index component stocks and a giant, great opportunity to take a look! Dont miss out! Pls dyodd.

  

CapitaLand Ascendas REIT  - I think GSS price is back! At 2.66, yield is about 5.6 percent for this industrial cum Data Centres reit plus a sti index component stocks and a giant, great opportunity to take a look! Dont miss out! 

Pls dyodd. 

 CapitaLand Ascendas REIT  - I think Great price snd GSS sales is here! Trading at 2.71, yield is about 5.5 percent of which I think is quite a good yield level! When interest rate started to come down she will not be trading at this kind of yield level! Pls dyodd. 

CapitaLand Ascendas REIT  - 2nd Half results os out! Gross Revenue is up 11% to 761m, NPI is up 4.6 percent to 641m, Distribution Income is down 1.9 percent to 326.9m. DPU is down 6.1 percent to 7.441 cents. 

Occupancy rate is 94.2%.

Positive rental reversion of 13.4%.

FY dpu is down 4% to 15.16 cents.

Gearing is 37.9%.

XD 8th February.  

Pay date 6th March. 

I think results is within expectations.  

I think not bad! 

Pls dyodd. 

Frasers Cpt Tr - On Monday she will included on the STI index component stocks counter likely to see some buying activities! At 2.18, yield is at about 5.5 percent of which I think is quite a good yield. One of the rare local retail mall reit not too miss out! Pls dyodd.

 Today went to NEX at Serangoon to do some errands like duplicating the keys at 4th floor- Shoes & Keys at 4th floor. $4 per key not too bad! Bought some breads and saw the Japanese food fair at 1st level.  

Bought some pan cakes and nice strawberries.

Frasers Cpt Tr  -  On Monday she will included on the STI index component stocks counter likely to see some buying activities! At 2.18, yield is at about 5.5 percent of which I think is quite a good yield.  One of the rare local retail mall reit not too miss out! Pls dyodd. 

Frasers Cpt Tr  - SHE IS TRADING at quite a nice Yield level of about 5.49 percent at 2.20. Estimating yearly dividend od 12.07 cents. NaV  2.311, Gearing is below 40 percent looks like a good pivot point to monitor and buy on further weakness! Pls dyodd. 

On 18th March FCT will be included on the STI components index , likely to see some buying activities when trading near the actual date! 

Immediate support is at 2.15. Next support is at 2.10 and 2.00.

Do take note!

Yesterday had my dinner at one of the FCT mall , nice! Lai ah, Jiak! 

Get more juicy dividend and continue to support their mall. Awesome!

Private placement price of 2.18.

Advance DPU of 4.25 cents,  XD 1st February. 

FCT - She has managed to reclaim 2.30 and trading at 2.31 to 2.32 is rather bullish! Likely to continue to trend higher! 

Pls dyodd.

 *Frasers Cpt Trust*

— Strong operating performance: Retail Portfolio committed occupancy' at 99.9%, up 1.5%-pt y-o-y and up 0.2%-pt q-0-q

— Aggregate leverage 37.2% as at 31 Dec 2023, down from 39.3% as at 30 Se 23

— 1Q24 all-in cost of borrowing at 4.3% (4Q23: 4.1%)

Chart wise,  let's see if she can rise up to reclaim 2.30 level in order to continue this uptrend direction!

Pls dyodd.

Full Year results is out! 

Gross Revenue is up 1.8% to 184m.

NPI is up 1.1% to 129m.

DPU is down marginally 1.2% to 6.02 cents versus 6.09 cents last year! 

Gearing is 39.3%.

Gearing is expected to go down to 36.1% upon completion of divestment of Changi City Point.  

The Average costs of borrowing is 3.8% Slightly higher than last year 3.7%.

Occupancy is 99%.

Please dyodd.

Wah, she is having a nice rebound today up 6 cents to 2.15  looks rather encouraging! 

The volume isn't that high!

Let's monitor and see if it will continue to trend higher towards 2.20 and above!

Results is due on 25th October. 

Pls dyodd.

The selling down has been too drastic!

At 2.06, yield is 5.92% for this retail reit counter that is fundamentally sound of which I think golden opportunity is here!

Chart wise, it may well go down to revisit 2.00.

next support is at 1.89-1.90.

Not a call to buy or sell!

Please dyodd.

 Divestment of the Changi Mall at 338M , Citi Analyst upgrade to buy with a price target of 2.51, Awesome!

Quote :

Citi Research analyst Brandon Lee has upgraded his call on FCT to “buy” given its improved gearing to 37.1%, making the REIT the lowest-geared retail Singapore REIT (S-REIT) among the REITs within his coverage.

FCT’s move will also give it sufficient debt headroom to make potential acquisitions that are accretive to its distribution per unit (DPU), Lee adds.

The recovery of retail revenue after Covid-19 is also another plus for FCT in the analyst’s book.

With all that in mind, Lee has increased his target price to $2.51 from $2.30. His new target price has an implied P/B of 1.08x in-line with FCT’s five-year pre-Covid-19 mean of 1.09x.

Chart wise,  bullish mode!

A nice breakout of 2.26 smoothly plus good volume that may likely drive the price higher towards 2.30 than 2.35 and above!

NAV 2.32. Yearly Dividend is about 12.2 cents. Yield is about 5.44% at 2.24. I think gd price level to monitor. 

Please dyodd.