Ezotop

Monday, May 6, 2024

Frasers L&C Tr - Tomorrow morning results will be out! 1st Half what can we expect for the dpu ? May be 3.5 cents! Let's see!


Frasers L&C Tr  - Tomorrow morning results will be out! 1st Half what can we expect for the dpu ? May be 3.5 cents! Let's see!



At 1.01, yearly dividend of 7.02 cents, yield is about 6.96% of which I think is quite a good yield level! 

Gearing is below 40% which is considered healthy! 

Pls dyodd.

Frasers L&C Tr  - 4th quarter results is out! Gross Revenue is down 0.8% to 212.8m. NpI is down 4% to 155.5m. DpU is down 6.6% to 3.52 cents, Financial costs is up 29.7% to 25m.  






Gearing 30.2%. Fixed Loan rate of 77.2%.

Occupancy rate is 96%.

Rental reversion of +18%.

Full Year dpu is down 7.6% to 7.04 cents.

I think the weaker sets of Results is due to high financial costs and forex exchange loss.

Pls dyodd. 



Sunday, May 5, 2024

Frasers Cpt Tr - Went for dinner at Beauty In The Pot at Nex. The business is so good. Full house. FCT just went XD, trading at 2.11, yield is attractive at 5.7 percent! Pls dyodd.

  Frasers Cpt Tr  - Went for dinner at Beauty In The Pot at Nex. The business is so good. Full house. FCT just went XD, trading at 2.11, yield is attractive at 5.7 percent!












 Pls 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. 


Friday, May 3, 2024

CapLand Ascott - I think great price is here! At 89.5 cents, yield is more than 6 percent foe this giant hospitality reit seem trading at an undervalued price! Pls dyodd.

 CapLand Ascott  - I think great price is here! At 89.5 cents, yield is more than 6 percent foe this giant hospitality reit seem trading at an undervalued price! Pls dyodd. 




Nibbled a bit at 90.5 cents. 

Not a call to buy or sell!


 1st quarter gross profit for the first quarter ended March rose 15 per cent year on year, due to contributions from new properties and a stronger operating performance.




Gearing stood at 37.7 per cent, which its managers estimated to translate to about S$2 billion in debt headroom.




Its average interest rate stood at 3 per cent per year with an interest cover of 3.7 times and a weighted average debt to maturity of 3.9 years.



Occupancy rate is about 95%.

Estimating yearly dpu of 5.5 cents. At 90 cents,  yield is about 6%. 

I think is quite a good yield level!

Pls dyodd.

Thursday, May 2, 2024

SATS - Full Year results will be out on 30th May, all eyes are waiting to see if they are profitable and the possibility of declaring Final dividend that would certainly bring cheers to the shareholders! Pls dyodd.

  SATS  - Full Year results will be out on 30th May, all eyes are waiting to see if they are profitable and the possibility of declaring Final dividend that would certainly bring cheers to the shareholders!



 Pls dyodd.


Chart wise, she has retreated after touching the high of 2.63 and closed lower at 2.54, seem rather weak! 



Let's see will the winning of this new contract help to support the price from falling! 

Quote:   Sats has be en awarded a passenger, ramp and cargo handling contract from Air Canada, a member of the Star Alliance network. The move comes as Air Canada prepares to resume flights from Vancouver to Singapore’s Changi Airport for the first time in over 30 years.

Sats  - Fantastic! Today she is up 10 cents to 2.63 a long and Green candlesticks seem rather bullish and may see further upwards movement!



 Do take note!


SATS - I think 4th quarter most probably also likely profitable and hopefully cum Final dividend payout that would certainly bring back market confidence and boost the price higher! Do take note! 


Jeep a bit today at 2.50 for their turning around success in making the company profitable and declaring Final dividend!

She is rising up tovtest 2.71 than 2.81.

Pls dyodd. 


SATS - Wow! 3rd quarter results swing back into profit with 38.1m PATMI. 

SATS 3QFY2024 earnings improve by 41.9% q-o-q to $31.5 mil.

 Q on Q basis, revenue increase 6.3 percent to 1.4b. Awesome! I think good improvement in the company financial results boosted by strong seasonal demand. 




Finally,  we can see lights at the end of the tunnel!.

3rd quarter Editda increased 18.3%.

Cash Flow increased to 172.3m versus 35.4m last year. 

For the 9MFY2024 period, earnings came in at $23.7 million, reversing from a loss of $32.0 million the previous year, while revenue saw a significant 200.4% gain to $3.85 billion from $1.28 billion previously.






Refinancing are bearing fruits which help to bring down significant financial savings.  

I think if 4th quarter also book another good improvement in PAMTI we may hear company resuming paying out dividend. 
Pls dyodd. 



CapLand Ascott - I think great price is back! Yielding more than 5.9 percent yield, gearing below 40 percent, NAV 1.15. Pls dyodd.

CapLand Ascott  - I think great price is back! Yielding more than 5.9 percent yield, gearing below 40 percent,  NAV 1.15. 



Pls dyodd. 

 1st quarter gross profit for the first quarter ended March rose 15 per cent year on year, due to contributions from new properties and a stronger operating performance.




Gearing stood at 37.7 per cent, which its managers estimated to translate to about S$2 billion in debt headroom.




Its average interest rate stood at 3 per cent per year with an interest cover of 3.7 times and a weighted average debt to maturity of 3.9 years.



Occupancy rate is about 95%.

Estimating yearly dpu of 5.5 cents. At 90 cents,  yield is about 6%. 

I think is quite a good yield level!

Pls dyodd.

Wednesday, May 1, 2024

Mapletree PanAsia Com Tr - Today, she went Ex.dividend! Likely to go down to revisit 1.20 again! Pls dyodd.

 Mapletree PanAsia Com Tr  - Today, she went Ex.dividend! Likely to go down to revisit 1.20 again! 



Pls dyodd. 

  Mapletree PanAsia Com Tr - The 4th Quarter results is out! DPU is up 1.8 percent to 2.29 cents, seems not bad! 






(DPU) for the fourth quarter ended March grew 1.8 per cent year on year to S$0.0229 from S$0.0225 previously.

Unitholders can expect to receive the distribution payout on Jun 6 after book closure on May 3. 

The real estate investment trust’s (Reit) gross revenue grew 2.6 per cent to S$239.2 million, while net property income (NPI) for the quarter rose 3.2 per cent to S$183.1 million with an NPI margin of 76.6 per cent.

Monday, April 29, 2024

ComfortDelGro - She has managed to close well at 1.50 again, beautiful! Need a nice breakout smoothly to take it further! Pls dyodd.

  ComfortDelGro  - She has managed to close well at 1.50 again, beautiful! Need a nice breakout smoothly to take it further! Pls dyodd. 



Breaking out of 1.50 with ease would likely see her testing 1.60 soon! 

Not a call to buy or sell!

ComfortDelGro AGM today - 26th April 10am at Suntec Convention center,  nice bento set lunch.  Awesome! 




I think is good to makE some efforts to attend as many AGM as you can! Can really see how the management team reacting to questions being posted by the sh. ComfortDelGro management team especially the CEO is very good in answering and proactively mingled with the sh during the lunch break.  A GOOD team I can feel it. With more focus to win more train services in different geographical area to boost Their margin,RoE. 

 ComfortDelGro  - Wow! Today closed well at 1.50, looks rather positive! Likely to continue to rise up to test 1.64 than 1.70 to 1.78. 



The power of dividend!

Pls dyodd. 


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.  



Frasers L&C Tr - Tomorrow morning results will be out! 1st Half what can we expect for the dpu ? May be 3.5 cents! Let's see!

Frasers L&C Tr  - Tomorrow morning results will be out! 1st Half what can we expect for the dpu ? May be 3.5 cents! Let's see! At 1....