Ezotop

Saturday, August 19, 2023

Nanofilm Technologies - I think she has fallen from prime time of $6 to $1.00, trading below its ipo price, looks rather interesting!

 Nanofilm is Asia’s nanotechnology solutions leader with strong innovation DNA, founded in 1999 as a high-tech spinoff from Nanyang Technological University, specializing in advanced materials and nanoproducts.

 
Our proprietary materials with special surface properties and nano-engineering capabilities, customized to our customers needs, have redrawn market boundaries with limitless potential.
 
Our mission critical game-changing applications in multiple industries today place us well in value chain integration as we transform into a future-generation nanotechnology solutions company.
 
In time when each market industry where our technology catalyzes matures, we will transform and become a significant player in those industries.
 
Each industry holds the promise to be a powerful standalone business for Nanofilm:  be it 3C, Automotive, New Energy, Biomedical, Consumer Goods or Optical Sensing.






Chart wise,  bearish mode!
She has been driven to an oversold territory!
Last few days candlesticks is showing some bottoming signal as it has manged to bounce off from 0.97 to close higher at 1.00.
The transacted volume is high which might be an indication selling is more or less completed!

Let's monitor and wait for market direction! 

XD 29 August. Dividend of 0.0033.

NAV is about 58 cents.

Not a call to buy or sell!
Please dyodd. 

Friday, August 18, 2023

CapitaLand Investment (9CI.SI) - i think current price level seem rather interesting, yielding about 3.9%

 I think good opportunity is back! 



At 3.08, yield is about 3.9%. Immediate support is at 3.07-3.08. Next support is 3.00 and 2.94.

Pls dyodd.

 CapitaLand Investment  - Results is out, not bad! Total Revenue is down 1% to 1345m, Operating PATMI is dien 1% to 344m, recurring FM fee grow by 10% to 183m, awesome!


I think Results is not bad and Operating profit is quite stable!




I think yearly dividend of 12 cents is sustainable and may be see further increase if FM fee grow faster than expected! 




I have nibbled small unit at 3.26 yesterday during the closing!




Aiming for some kopi money!

At 3.26, the yield is about 3.65% if the yearly dividend is 12 cents. 

She is due to report her 1st half results on 11th August that may provide us the clue how is the direction of the share price! 

Not a call to buy or sell!

Please dyodd.

Let's monitor and wait for her to dip a bit to 3.22-3.26 and see if it can cross the resistance at 3.28 smoothly before taking further action !



At 3.29, yield is 3.6%.

Not a call to buy or sell!

Please dyodd. 


Chart wise,  bearish mode!

Likely to continue to trend lower!



Short term wise,  I think she may go down to test 3.20.

Breaking down of 3.20 plus high volume she may continue to slide further down to 3.00 then 2.94.

Yearly dividend is 12 cents. Yield is about 3.72% at 3.22.

Please dyodd.




  





"CapitaLand Investment remains steadfast in being a trusted partner as we strengthen our position as a leading global real estate investment manager which delivers high quality returns."






After a successful demerger from the development business of CapitaLand Limited (“CapitaLand” or the “Parent Group”), CapitaLand Investment (CLI) was listed on SGX-ST on 20 September 2021. This transformative transaction created one of Asia’s leading listed real estate investment managers (REIM) and one of the largest REIMs in the world. Since day one, we have focused on putting our proven track record of investment management and fee income growth to work — unlocking more long-term value for our shareholders. 

CLI’s investment management leadership in Asia began about two decades ago, when we listed Singapore’s first real estate investment trust (REIT), CapitaLand Mall Trust. Today, our six listed funds across Singapore and Malaysia hold a Funds under Management (FUM) of approximately S$60 billion. 

And that’s only part of the real estate portfolio that we’ve built — over S$29 billion FUM are also managed through a comprehensive and expanding private funds platform comprising more than 30 private vehicles.

​Including assets held directly by CLI as well as assets managed through our global lodging platform, CLI oversees S$133 billion in Real Estate Assets Under Management (RE AUM).

In addition to Singapore, CLI’s core markets include China and India. But our boots on the ground extend far beyond that, to markets across Asia Pacific, Europe, and the USA. Our real estate and management expertise has helped us amass a diversified portfolio of recognisable brands, operating platforms, and asset classes which include retail, office, lodging, business parks, industrial, logistics and data centres.





CapitaLand Investment's (CLI) listed funds business comprises five REITs and business trusts listed on the Singapore Exchange and one on Bursa Malaysia, with a total market capitalisation of S$32.2 billion1. Our listed funds portfolio is focused on driving sustainable distributions and increasing value for our unitholders.


Over time, we have built a strong track record as a Sponsor, making sure our listed funds are always efficiently structured and well-positioned for continued growth.

CapitaLand Investment managed the listed reit companies like Ascendas REIT,  CapLand China Trust,  CapLand Ibdia Trust,  CapitaLand Integrated Commercial Trust and Ascott trust. 

  • CapitaLand Investment (CLI) owns and manages over 1,000 quality properties across the globe, providing a wide range of integrated real estate solutions for work, live and play. The current assets pipeline on CLI's balance sheet provides a diversified stable of high-quality assets with visible monetisation potential.   

    With a full stack of investment and operating capabilities, we present a unique value proposition for our partners, investors, tenants and customers.





Thursday, August 17, 2023

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

  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 




Wednesday, August 16, 2023

DBS - Yearly dividend of 1.86, yield is 5.67% at 32.75, swee!

 She has broken down yesterday low of 32.85 looks rather weak , likely to see further selling down pressure!



Trading at 32.75 this morning- 17 Aug, yield is of 5.67%, looks rather interesting!

Pls dyodd.

Today close at 33.29 looks rather weak and may likely go further down to test 32.26 than 32.00.



Breaking down of 32.00 plus high volume we may see her drifting lower to 31.00 than 30.00.

Please dyodd.


Chart wise, there are major overheads resistance and I think is good time to secure the profit. 

The recent selling by the chief of about 100,000 share at about 34+ looks like it has trading at peak level.



After XD, price may go down to test 32.88 than 32.28.

Not a call to buy or sell!

Pls dyodd. 


 Locked in kopi lui at 24.23.

Please dyodd.

Impressive set of financial numbers for 2nd quarter 2023.





Net profit increase 48% to a record earnings of 2.69b as total net income crosses 5b.



Declared interim dividend of 0 48. Versus 0.42 last quarter. Awesome. 

XD 11 August.  Pay date 24 August.


EPS increase 4.02% from 2.80 to 4.15.

NAV also increase 21% from 20.78 to 21.85.

Fantastic! I think price may gap up !



Hopefully,  it may stay above 34.00 with this stellar sets of financial results!

Please dyodd.



Ocbc Bank - She has retreated more than its dividend of 40 cents from 13.08 to close at 12.37, doesnt look good!

Chart wise,  bearish mode!
I think likely to go down to revist 12.00 than 11.80.
Please dyodd.



 She is going Ex.dividend on 14th August,  I think market is giving chance to secure the profit!

She is trading near the peak resistance and it may experience the same selling down price patterns as reflected on the chart! 



As interest rate is more or less peak and bank Net Interest Margin likely fall plus bad debts allowance might increase therefore,  total Revenue and Net income may be lowered! 

US bank already seen Analyst lowering their TP. I think is good ro be cautious!

Not a call to buy or sell!

Please dyodd.

So fast, asking for loan liao! 

4.5% seem not bad! 



Not a call to buy or sell.

Please dyodd. 


Wah, another Gap down upon results released looks like market already priced in the good sets of financial numbers and it doesn't boils well for this kind of price action!



Looks like the uptrend direction is halted and we may see further selling down pressure!

Please dyodd.

 All the 3 local banks attained good profit and all boosting their dividend payout. But going forward, profit may be lowered due to interest rate pause or bad debts  allowance.



Total Income of 6.8b.

RoE of 14.3%.



EPS 1.60 per share.

Interim dividend increase 43% from 0.28 to 0.40.

XD 14 August,  pay date 25 August. 

Yield of 6%. Is much higher than index reit.




TA wise, looks like the same price patterns may repeat itself! 



After hitting the resistance level it may likely see further weakness. 

I think is never wrong to lock in profit!

Don't let the profit slip away!

Please dyodd. 



TA wise,  bearish mode!

If she can't hold at 12.00 price level, 



the next support level Is 11.93 than 11.80.

Please dyodd.

 Chart wise,  bearish mode!

Likely to see further weakness!



Immediate support is at about 12.20.

Yearly dividend is about 0.65-0.68.

Yield is about 5.29% or 5.5% at 12.28 seems quite a gd yield!

Pls dyodd.

 OCBC Bank is the longest established Singapore bank, formed in 1932 from the merger of three local banks, the oldest of which was founded in 1912. It is now the second largest financial services group in Southeast Asia by assets and one of the world’s most highly-rated banks, with Aa1 by Moody’s and AA- by both Fitch and S&P. Recognised for its financial strength and stability, OCBC Bank is consistently ranked among the World’s Top 50 Safest Banks by Global Finance and has been named Best Managed Bank in Singapore by The Asian Banker.

OCBC Bank and its subsidiaries offer a broad array of commercial banking, specialist financial and wealth management services, ranging from consumer, corporate, investment, private and transaction banking to treasury, insurance, asset management and stockbroking services.

OCBC Bank’s key markets are Singapore, Malaysia, Indonesia and Greater China. It has more than 420 branches and representative offices in 19 countries and regions. These include over 190 branches and offices in Indonesia under subsidiary Bank OCBC NISP, and over 60 branches and offices in Mainland China, Hong Kong SAR and Macau SAR under OCBC Wing Hang.

OCBC Bank’s private banking services are provided by its wholly-owned subsidiary Bank of Singapore, which operates on a unique open-architecture product platform to source for the best-in-class products to meet its clients’ goals.

OCBC Bank's insurance subsidiary, Great Eastern Holdings, is the oldest and most established life insurance group in Singapore and Malaysia. Its asset management subsidiary, Lion Global Investors, is one of the largest private sector asset management companies in Southeast Asia.


Yearly dividend of about 0.65 to 0.68.






Current Price of 12.23, yield is about 5.31% /5.5%.

P/B is slightly above 1.

The dividend yield is above 5% which is considered good!


Chart wise, it is trading in a consolidation mode!

Waiting for the next catalyst to drive the price higher.

Looking at the chart we can see some buying interest with huge volume transacted on certain day which is rather interesting!


Will it repeat the same price patterns!

We will know the answer in next few trading sessions!

Pls dyodd.



Tuesday, August 15, 2023

UOB Bank - I think is good to secure the profit before market takes away!

 Chart wise,  bearish mode!

Sold down after Ex.dividend of 0.85 on a few days ago from 29.82 to close at 28.62, it has retreated more than its dividend of 85 cents! 



Short term wise,  I think likely to go down to test 28.00 than 27.13/27.00.

Not a call to buy or sell!

Please dyodd.


DBS - Looks rather weak and may likely go down to test 32.26 than 32.

Today close at 33.29 looks rather weak and may likely go further down to test 32.26 than 32.00.



Breaking down of 32.00 plus high volume we may see her drifting lower to 31.00 than 30.00.

Please dyodd.


Chart wise, there are major overheads resistance and I think is good time to secure the profit. 

The recent selling by the chief of about 100,000 share at about 34+ looks like it has trading at peak level.



After XD, price may go down to test 32.88 than 32.28.

Not a call to buy or sell!

Pls dyodd. 


 Locked in kopi lui at 24.23.

Please dyodd.

Impressive set of financial numbers for 2nd quarter 2023.





Net profit increase 48% to a record earnings of 2.69b as total net income crosses 5b.



Declared interim dividend of 0 48. Versus 0.42 last quarter. Awesome. 

XD 11 August.  Pay date 24 August.


EPS increase 4.02% from 2.80 to 4.15.

NAV also increase 21% from 20.78 to 21.85.

Fantastic! I think price may gap up !



Hopefully,  it may stay above 34.00 with this stellar sets of financial results!

Please dyodd.



Monday, August 14, 2023

ComfortDelGro - Results is out, Net profit of 78.5m is down 31.9% , Interim dividend increase to 2.9 cents!

 Total Revenue is up 1% to 1862m versus 1843m last year! 

Net profit of 78.5m is down 31.9% . If excluding the divestment gains from last year of 30.5m, Net profit is down marginally. 



Interim dividend increase from 2.85 to 2.9 cents.



Taxi operations also saw an improvement of revenue with lower discounts handling out! 

Cash Flow is good. So much cash on hands!


I think the results is not bad! 

Please dyodd.


She is rising up in an orderly manner looks rather bullish!

I think waiting for the next breakout moment!



results should be out by end of August,  dividend is coming!

Please dyodd.

 Chart wise, bullish mode!



Likely to rise up ti test 1.30 than 1.35 with extension to 1.45.

Yield is avoit 3.7% at 1.27.

NAV 1.18+.

She is due to report her first half results soon!

Pls dyodd. 



GD NEWS: Awarded a contract to operate rail services in Paris, France’s capital city.

— marks the Group’s first foray into France’s rail operations market and is a first by a Singapore company.



 Indeed, she has managed to conquer 1.21 and rises up to touch 1.23 looks rather positive!



High probability I think she may rise up to test 1.25-1.27 then 1.30-1.35.

Please dyodd. 

ComfortDelGro is one of the largest land transport companies in the world with a global workforce, a global shareholder base and a global outlook. 


The Group was formed on 29 March 2003 through the merger of two land transport companies - Comfort Group and DelGro Corporation. Both had started out in the 1970s and had, by the time of the merger, grown to become successful listed land transport companies. 

EN Corporate Profile Navigation ABOUT NETWORK INVESTOR SUSTAINABILITY TRANSFORMATION NEWS CONTACT CAREER CORPORATE PROFILE HOME / ABOUT US / CORPORATE PROFILE ComfortDelGro is one of the largest land transport companies in the world with a global workforce, a global shareholder base and a global outlook. The Group was formed on 29 March 2003 through the merger of two land transport companies - Comfort Group and DelGro Corporation. Both had started out in the 1970s and had, by the time of the merger, grown to become successful listed land transport companies.
Following the merger, ComfortDelGro has expanded significantly and now operates in seven countries and has a global fleet of about 34,000 vehicles.

ComfortDelGro’s businesses include bus, taxi, rail, car rental and leasing, automotive engineering services, inspection and testing services, driving centres, non-emergency patient transport services, insurance broking services and outdoor advertising. Apart from being the market leader in Singapore, ComfortDelGro has a significant overseas presence. 


The Group’s operations currently extend from the United Kingdom and Ireland to Australia, New Zealand, Malaysia, as well as across nine cities in China, including Beijing, Shanghai, Guangzhou, Shenyang and Chengdu.

Chart wise,  bullish mode!
Likely to continue to trend higher!






Short term wise,  I think likely to rise up to retest 1.20-1.21! 
A nice breakout smoothly may likely see her rising up further towards 1.25 then 1.30.

NAV 1.186.
PE 14x.
Dividend yield 4.11%.


Please dyodd.

Venture - She is gaining momentum and likely rise up to test 15.25! AGM is on 26th April, final dividend is coming! Yield is more than 5 percent for this blue chips counter, nice!

Venture  - She is gaining momentum and likely rise up to test 15.25! AGM is on 26th April, final dividend is coming! Yield is more than 5 pe...