1ST QUARTER NET profit of S$60.1m Versus 73.6 million last year.
Meanwhile, its Q1 revenue stood at S$666.7 million, 18.9 per cent lower than the S$821.7 million.
Cash on hands of 1.19b.
Zero debts.
Business outlook:
The company is targeting for revenue to improve on a sequential basis from 1st quarter to 2nd quarter. And expected revenue to be much higher in 2nd Half of 2024 versus 1st Half of 2024.
XD 50 cents on 7th May 2024.
Pay date 21st May 2024.
1st quarter results update is out.
Adjusted EBITA up 3.8% yoy to $130.7m with nee contribution from German solar Portfolio.
Distribution Income is down 28.1% yoy, but would increase by 29% y-o-y to $66.8m, after adjusting for one-offs.
Gearing 41.1% with 82% debt in fixed hedge.
Cash on hands is about 422m versus total borrowings of 2741.5m.
Gearing is above 40% doesn't look good.
Plus new acquisition again, likely push the gearing higher. I think is a great concerned for having such a high gearing!
Pls dyodd.
Collected a few rounds of dividend after entering this counter when they are offering PO at 46.9 cents for new acquisition or paring down the debts.
Sold off at 49.5 cents with very nice dividend collected!
Will await for next opportunity!
Most probably I will deploy into 9ci.
Pls dyodd.
After Ex.dividend, she has went down to touch 45.5 cents and is now slowly recovering! Looks rather bullish and she may rise up to test 50 cents again!
Next resistance is at 52 cents.
Pls dyodd.
Indeed, it has risen up to test 50 cents and close lower at 46 cents after went Ex.dividend 2 days ago, looks like good price is back!
Yield is about 8.4% at 46 cents.
Please dyodd.
Fantastic! Price Gap up and closed +4.5 cents to close at 48.5 cents looks rather positive!
I think likely to rise up to test 50 than 52 cents.
XD 9 November. Pay date 20 November. I think cash
Flow is good pay out so fast!
Please dyodd.
WOW! It come with a big surprise! Dont really expect a special dividend cum interim dividend for 9th months results update, Fantastic!
Total distribution income is up 93% to 266.1m.
DpU is up 82.5% to 5.23 cents versus 2.865 cents last year.
Awesome!
Special dividend of 2.33 cents plus interim of 0.97 cents . Total 3.27 cents . Solid!
XD 9 November. Pay date 20th November.
Gearing 36.8%.
I think the results is very good!
Not a call to buy or sell!
Pls dyodd.
Yearly dividend is about 3.86 cents.
Yield is about 8.3%.
Chart wise, a long and bullish pin bar appearing on the chart yesterday, looks like Bull is in control as she has managed to bounced off from 44 cents to close at 46.5 cents looks rather positive!
Short term term, let's monitor and see if she can rise up to reclaim 50 cents!
Please dyodd.
Results is out!
Distribution income is up 51% to 132.8m.
Dividend increase 1% to 1.93 cents.
XD 2nd August. Pay date 11 August.
First Half results will be out on 26th July 2023, dividend is coming , awesome!
Wonder will there be any increase in dividend payout!
Yield is about 7.41% at 0.515.
Pls dyodd.
Keppel Infrastructure Trust (KIT) is the largest diversified business trust listed in Singapore with approximately $7.3 billion in assets under management.
The Trust was constituted on 5 January 2007 under the laws of the Republic of Singapore and registered with the Monetary Authority of Singapore (registration number 2007001).
KIT’s portfolio comprises strategic businesses and assets in the three core segments of Energy Transition, Environmental Services, and Distribution & Storage. These businesses and assets provide essential products and services across a broad range of industries; and generate regular and resilient cash flows, with potential for growth that is supported by favourable long-term market dynamics and demand. This is in line with KIT’s long-term goal of delivering sustainable and growing returns to Unitholders, through a combination of recurring distributions and capital appreciation.
Keppel Infrastructure Fund Management Pte Ltd (KIFM) is the Trustee-Manager of KIT. KIFM is a wholly-owned subsidiary of Keppel Capital, a premier asset manager with a diversified portfolio in real estate, infrastructure, data centres and alternative assets in key global markets.
Keppel Infrastructure Holdings Pte. Ltd., a wholly-owned subsidiary of Keppel Corporation Limited, is the Sponsor of KIT.
Business: Sole producer and retailer of piped town gas, and green energy solutions provider
Customer: Approximately 886,000 residential, commercial and industrial customers
With a long heritage of 160 years as Singapore’s sole provider of piped town gas, City Gas has transformed into City Energy to provide innovative green energy solutions that meet the needs of a growing city. City Energy produces and distributes piped town gas safely and reliably to approximately 886,000 residents, commercial and industrial customers islandwide, while offering low-carbon, IoT-enabled home solutions and electric vehicle charging services through City Energy Life and City Energy Go. To reduce carbon emissions, City Energy is also exploring green hydrogen as part of town gas production.
City Energy’s facility in Singapore, Senoko Gasworks, has a production capacity of 1.6 million m3 per day. As the only facility producing town gas in Singapore, Senoko Gasworks generates town gas using three continuous reforming plants and five cyclic reforming plants, each with a production capacity of 200,000 m3 per day. The plants are equipped to use both natural gas and light virgin naphtha as feedstock. The town gas produced can either be stored in two spherical gasholders or sent out through the distribution network to customers. Every day, gas production is monitored, controlled and directed 24 hours a day from a central control room. At the heart of the central control room is a fully automated distribution control system. The computerised distribution control system enables the experienced plant controllers to operate, monitor and oversee the gas production and ancillary plant.
Business: 2,310 tonnes/day waste incineration concession
Customer: NEA, Singapore’s national environment agency
Contract Terms: 15 years till 2024
Operations & Maintenance Operator: Keppel Seghers
Senoko Waste-to-Energy Plant (Senoko WTE Plant) is the third waste incineration plant built in Singapore and is one of four incineration plants currently operating. It was commissioned in 1992 with a land area of 7.5 ha.
Senoko WTE Plant is equipped with six incinerator-boiler units with two condensing turbine-generators offering a power generation capacity of 2 x 28 MW. Waste incineration is carried out at the plant 24 hours a day throughout the year.
Senoko WTE Plant underwent a flue gas treatment system upgrade in June 2012, which was completed within the contracted timeframe and budget, and with an accident-free safety record.
On 26 September 2014, the trust entered into an agreement with NEA to progressively increase the contracted incineration capacity of the plant by up to 10% from 2,100 tonnes per day to 2,310 tonnes per day between July 2015 and September 2016. The capacity payments from NEA were correspondingly increased with the completion of each incineration unit upgrade, with the sixth and final unit upgrade being completed with effect from 1 September 2016.
Following the decommissioning
of Ulu Pandan Incineration Plant by the Singapore government in August 2009, Senoko WTE Plant became the only waste incineration plant located in the northern part of Singapore. The plant is also the only waste incineration facility located outside of the Tuas area (which is in the western part of Singapore) and this positions it to serve the eastern, northern and central areas of the country.
Business: Industrial infrastructure business supplying key water treatment chemicals, industrial and specialty chemicals
Customer: Over 8,000 customers comprising municipals and blue-chip companies
Ixom is a leading industrial infrastructure business in Australia and New Zealand, that provides specialised source water, water and wastewater treatment solutions critical to a clean water supply. Ixom is also a supplier of essential chemical products and solutions for a range of industries.
In Australia, Ixom is the sole manufacturer and provider of liquefied chlorine, as well as the leading provider of manufactured caustic soda. The group is also one of the largest bulk and packaged chemical distribution businesses in Australia and New Zealand. The chemicals manufactured and distributed by Ixom are fundamental components used in a range of industries including the water treatment, dairy and agriculture, mining, construction and nickel refining sectors, most of which have favourable demand outlooks.
Ixom is supported by about 1,000 employees and its business is underpinned by the extensive scale and strategic locale of its assets, facilities and distribution network, which are in close proximity to key ports and customers. The locations of its assets and facilities allow Ixom to benefit from lower transportation costs, while ensuring reliability and timely delivery of its products and services to its customers in a safe manner.
Yearly dividend of 3.82 cents.
Yield is about 7.7%.
Dividend payout half yearly basis of 1.91 cents.
Chart wise, she is slowly rising up from 0.48 to close at 0.495, looks like it is gaining strength!
If it can cross over
0.505 smoothly plus gd volume that may likely rise further up to test 0.525.
Next resistance level is at 0.545.
Please dyodd.
NetLink NBN Tr - She is due to report her 2nd Half cum Full-year results on 16th May, dividend is coming! Awesome!
at 85.5 cents , yield is above 6% which is quite a good dividend yield level.
Estimating the final dividend of 2.65 cents same as the interim dividend.
Not a call to buy or sell! Pls dyodd.
NetLink NBN Tr - She is trading at 85 cents, yield is pretty high at 6.23 percent! Stable revenue plus nice net profit plus consistency in dividend paying out which is a great counter for fixed income dividend consideration.
Pls dyodd.
NetLink NBN Tr - Chart wise, she is gaining momentum likely to breakout 86 cents and rises higher towards 88 than 91 cents.
Yield is more than 6.1 percent I think is a great yield level as compared to FD!
FY results cum Final dividend in May.
Pls dyodd.
NetLink NBN Tr - 9th Month Business Update! Gross Revenue is up 3.2 percent to 309m. Net profit is up 4 percent to 85m. Healthy Cash flow! Awesome!
Yearly dividend of 5.3 cents.
At 85 cents, Yield is about 6.23%.
This one no-brainer strategy!
Pls dyodd.
Chart wise, bullish mode!
Short term wise, I think she is rising up to reclaim 86 cents ! A nice breakout smoothly plus good volume that may likely see her rising up towards 88 than 91 cents! Pls dyodd.
At 83.5 cents, yield is of 6.35% for this dividend counter of which I think is a great opportunity to take note of!
XD 16th November 2023. Yearly dividend is 5.3 cents.
Not a call to buy or sell!
Pls dyodd.
NetLink NBN Tr - 2nd quarter results is out! Gross Revenue is u0 2.9% to 205.3m. Net profit is down 3.1% to 52.88m. Interim dividend is up 1.1% to 2.65 cents .
I think results is almost flat.
Net gearing is 21.5%.
XD 16 Nov.
At 84 cents, yield is about 6.3%.
I think the results is not bad!
Please dyodd.
I think good price is here! Yield is of about 6.1% at 0.855. This is even much higher than Singapore Government Bond of 3.16%. THIS counter is like FD account which is consistently paying out dividend of 5.2 cents annually. I think opportunity is back!
Please dyodd.
NetLink NBN Trust - 1st quarter update is out, Net profit is up 2.1percent to 28.2m, total Revenue is up 6.2 percent to 103.9m.
Yearly dividendis about 5.24 cents. Yield is 6.1% at 0.86.
I think the resultsis stable and yield is good
Please dyodd.
NetLink NBN Trust (the "Trust") was established in 2017 primarily for the purpose of owning all of the units of NetLink Trust ("NLT"), through which NetLink NBN Trust owns the only nationwide fibre network supporting Singapore's Nationwide Broadband Network ("NBN").
NLT designs, builds, owns and operates the passive fibre network infrastructure of Singapore’s NBN. An initiative led by the Singapore government, the NBN aims to enhance the competitiveness of the economy through nationwide ultra-high-speed broadband access. By providing an open, wholesale access to our fibre network, telecommunication operators can focus on offering innovative products and services to consumers and businesses without incurring high fixed costs.
We offer primarily three types of end user connections:
(a) Residential
(b) Non-residential
(c) Non-Building Address Point (NBAP)
NetLink NBN Trust was listed on the Main Board of the Singapore Exchange Securities Trading Limited on 19 July 2017. It is a constituent of the FTSE ST Large & Mid Cap Index, FTSE ST Singapore Shariah Index and the MSCI Global Small Cap - Singapore Index.
The future of fibre is unlimited. With its capability to transmit an infinite amount of data at scalable speed, it is an ideal medium to support the unabated growth of the Internet of Things (IoT), 5G, cloud computing, autonomous driving, smart manufacturing, remote surgery and other digital applications.
NAV 0.675.
Yearly dividend of 5.2 cents.
Yield is 6%.
FY results for 2022.
Total Revenue increase 6.8% to 403m.
Final dividend of 2.62 cents is being declared!
Chart wise, it has corrected from 0.91 to close at 0.865 after ex.dividend seem like a gd entry pivot point!
Not a call to buy or sell!
Please dyodd
Frasers Cpt Tr - This is One of the Rare local retail mall reit that you wouldn't want to miss out! Yielding 5.56 percent which is a great idea for dividend play portfolio! She is going xd on 3rd May, opportunity is back!
Pls dyodd.
Frasers Cpt Tr - 1st Half Results is out! Gross Revenue is up 2.9 percent to 172.2m, NPI is up 2.1 percent to124.6m. Gearing 38.8 percent. DPU is down 1.8 percent to 6.022 cents, results is not bad!
XD 3rd May for balance dividend on 1.772 cents due advance payment of 4.25 cents for PP.
Pay date 30th May.
Occupancy rate 99.9%.
Hopefully, the AEI going to be completed in September at Tampines 1 may help to boost their Gross revenue.
Pls dyodd.
Micro-Mechanics - 3rd quarter results is out! Net profit is up 12.8 percent to 1.8m. Gross revenue is down 8.7 percent to 13.6m. Maintain sound financial position of 13.1m with Zero Bank borrowings.
They managed to deliver
Yearly dividend is about 6 cents.
Yield is about 4.25%.
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.
