Ezotop

Saturday, January 13, 2024

Mapletree PanAsia Com Tr - She is due to report her results on 29th Jan , Dividend is coming, Nice! Yield is about 5.9% at 1.50, seem quite a nice dividend yield level!

  Mapletree PanAsia Com Tr  - She is due to report her results on 29th Jan , Dividend is coming,  Nice! Yield is about 5.9% at 1.50, seem quite a nice dividend yield level! 



If she is able to take out 1.58 swiftly plus good volume then we may see her rising up towards 1.73 level.

Pls dyodd.

Update : Mapletree PanAsia Com Tr  - Results is due on 29 Jan, Dividend is coming,  Nice! Profit taking is happening of which I think is healthy and hopefully it will resume this uptrend mode and rise up to reclaim 1.58! Do take note!



 Chart wise,  bullish mode!



Yesterday ahe has a nice breakout at 1.53 and closed higher at 1.55 this is rather positive!

Short term wise,  I think she may rise up to test 1.61 than 1.70.

Pls dyodd. 


Mapletree PanAsia Com Tr  - Wow! 2 white soldiers appearing on the chart, looks like Big Boys are scooping up, plus huge volume likely to continue to rise higher! Dont miss out!



chart wise,  bullish mode!

Likely to rise up to test 1.54.

A nice crossing over smoothly we may see her rising up to test 1.60.

Pls dyodd.



— gross revenue and NPI both gained 10.1% and 8.7% YOY for 2Q24

— DPU down 8.2% YOY to 2.24 cents

— portfolio occupancy 96.3%

— gearing 40.7% with 79.9% debt on fixed

— Stable financial performance: Singapore drove growth with better performance while largely stable contributions from overseas properties were weighed down by stronger SGD

— Festival Walk: Sustained revenue supported by near full occupancy, shopper and tenant sales recovery, and continued progress towards rental stabilisation



 





Mapletree Pan Asia Commercial Trust (“MPACT”) is a real estate investment trust (“REIT”) positioned to be the proxy to key gateway markets of Asia. Listed on the Singapore Exchange Securities Limited (“SGX-ST”), it made its public market debut as Mapletree Commercial Trust on 27 April 2011 and was renamed MPACT on 3 August 2022 following the merger with Mapletree North Asia Commercial Trust.




Its principal investment objective is to invest on a long-term basis, directly or indirectly, in a diversified portfolio of income-producing real estate used primarily for office and/or retail purposes, as well as real estate-related assets, in the key gateway markets of Asia (including but not limited to Singapore, China, Hong Kong1, Japan and South Korea).







MPACT’s portfolio comprises 18 commercial properties across five key gateway markets of Asia – five in Singapore, one in Hong Kong, two in China, nine in Japan and one in South Korea. They have a total NLA of 11.0 million square feet and valued at S$17.1 billion. 



Within Singapore, they are:

  • VivoCity – Singapore’s largest mall located in the HarbourFront Precinct;
  • Mapletree Business City (“MBC”) – a large-scale integrated office, business park and retail complex with Grade A building specifications, supported by ancillary retail space, located in the Alexandra Precinct;
  • mTower – an established integrated development with a 40-storey office block and a three-storey retail centre, Alexandra Retail Centre (“ARC”), located in the Alexandra Precinct;
  • Mapletree Anson – a 19-storey premium office building located in the Central Business District (“CBD”); and
  • Bank of America HarbourFront (“BOAHF”) – A premium six-storey office building located in the HarbourFront Precinct.

Outside Singapore, they are:

  • Festival Walk, Hong Kong – a landmark territorial retail mall with an office component;
  • Gateway Plaza, China – a Grade A office building with a podium area in Lufthansa sub-market within Beijing;
  • Sandhill Plaza, China – a Grade A business park development in Zhangjiang Science City, a key business and innovation hub in Pudong, Shanghai;
  • Japan Properties – nine freehold properties comprising five office buildings in Tokyo (IXINAL Monzen-nakacho Building, Higashi-nihonbashi 1-chome Building, TS Ikebukuro Building, Omori Prime Building and Hewlett-Packard Japan Headquarters Building); an office building in Yokohama (ABAS Shin-Yokohama Building) and three office buildings in Chiba (SII Makuhari Building, Fujitsu Makuhari Building and mBAY POINT Makuhari); and
  • The Pinnacle Gangnam, South Korea – a freehold Grade A office building with retail amenities located in Gangnam Business District, Seoul.
MPACT is one of the three REITs sponsored by Mapletree Investments Pte Ltd (“MIPL” or the “Sponsor”), a leading real estate development, investment, capital and property management company headquartered in Singapore.

MPACT is managed by MPACT Management Ltd. (“MPACTM” or the “Manager”), a wholly-owned subsidiary of MIPL. The Manager aims to provide unitholders of MPACT (“Unitholders”) with a relatively attractive rate of return on their investment through regular and steady distributions, and to achieve long-term stability in Distribution per Unit (“DPU”) and Net Asset Value (“NAV”) per Unit, while maintaining an appropriate capital structure for MPACT.

2022 FY Financial results:



MPACT Achieves 65.4% and 62.6% Growth in FY22/23 Gross Revenue and Net Property Income

Full-year distribution per unit (“DPU”) totalled 9.61 Singapore cents.

Boosted by contribution from properties acquired through the merger1.

Better performance of core assets, VivoCity and Mapletree Business City (“MBC”), cushioned higher utility and finance costs in FY22/23. 

Positive rental reversion recorded by all markets except Greater China.

VivoCity’s full-year tenant sales set new record at over S$1 billion, and asset enhancement initiative (“AEI”) on Level 1 on track for opening from end-May 2023.

Improvement in shopper traffic and tenant sales at Festival Walk with the lifting of COVID measures and reopening of border with Mainland China.

Successfully renewed major leases at Bank of America HarbourFront, Festival Walk, Gateway Plaza and MBC during the year, adding to portfolio resilience.




Friday, January 12, 2024

SATS - She has managed to clear the resistance and closed well at 2.93, Awesome! Likely to continue to rise up to test 3.00 to 3.20.

  SATS - She has managed to clear the resistance and closed well at 2.93, Awesome! Likely to continue to rise up to test 3.00 to 3.20.



Beyond that,  we may see her rising up towards 3.66.

Pls dyodd. 

 Finally, A Nice Breakout of 2.78 and closed well at 2.80 coupled with high volume this is rather positive! Likely to continue to rise up further towards 3.00 and above! 

Pls dyodd. 




She is taking a breather after hitting the high of 2.78. I think likely to rise up to test 2.78.



A nice crossing over smoothly would like rise up towards 2.85 and above!

Pls dyodd.

Wah, Nice Breakout this morning at 2.74! 



Pathing way for 2.85!

Pls dyodd.

  I think if they didn't acquired WFS most probably they are back to profitability plus resuming paying out dividend. 

But due to the acquisition of WFS I think it may take at least 1-2 years to see the results! 



Chart wise, bullish mode!

Short term wise,  I think likely to rise up ti test 2.74! 

A nice breakout smoothly plus good volume we may likely see her rising up towards 2.83 than 3.00.

Please dyodd.

 Food Solutions 

At SATS, we believe that people should have the choice to eat better, improving their health and well-being with tasty, authentic meals made from responsibly sourced ingredients.

As a leading food solutions provider in Asia, we combine technology with the passion, creativity, and talent of our people to develop quality food products and services for a wide range of customers across a multitude of industries.

Our list of services includes aviation, commercial and institutional catering, food production and distribution capabilities, as well as a growing network of central kitchens for food service chains and institutions.



Full Service Carrier Catering

With two large-scale airline catering centres that can produce up to 120,000 meals a day, state-of-the-art food technologies and an in-house panel of international award-winning SATS Culinary Consultants (SCC), we are well-equipped to deliver quality and innovative food solutions that meet the needs of our full service airline customers.

Our diverse capabilities include ethnic specialty kitchens that cater to Chinese, Thai, Indian, Muslim, Japanese and other cuisines along with a dedicated Halal Boutique Bakery and an artisanal chocolate studio. 

Meals from a curated selection of over 800 weekly inflight menu types, including buy-on-board meals, are prepared in compliance with stringent food safety regulations and tested in Simulated Aircraft Cabins to ensure optimal taste and quality.

To enhance our competitiveness, we tap on people-led technological innovations to increase productivity and improve food quality so as to meet the growing demands for affordable food solutions.

Institutional Catering

As part of our Food Solutions business, SATS works closely with our institutional customers to develop delicious, nourishing meals and customised end-to-end services that help to promote better health and eating habits.  

Equipped with state-of-the-art technology, our passionate team of dietitians, food technologists and in-house panel of award-winning SATS Culinary Consultants work together to develop new and authentic recipes, curating fresh, tasty and nutritious menus that meet the unique requirements of our customers.

From large-scale catering to tailored in-patient menus and youth engagement efforts, we are proud to use our expertise, technology and culinary creativity to support the work of healthcare providers, educational institutions and government agencies.

OUR SERVICES

Healthcare

SATS plays a vital role in supporting the patient care journey by providing customised end-to-end food service solutions, delivering tasty and nutritious meals to hospitals as well as intermediate and long-term care facilities.

Tapping on decades of experience and the use of innovative food technology, our team of trained dietitians, chefs and catering professionals work with healthcare institutions to develop tailor-made in-patient menus, therapeutic and textured meals and pantry supplies in compliance with stringent hospital guidelines and food safety regulations.




Our range of integrated solutions also include food concierge services and staff lounge management.





Food-service Solutions and Distribution

As Asia’s leading food solutions provider, we are passionate about providing quality, sustainable and healthy food to our customers around the region.


Our food-service solutions comprise an extensive list of products from around the world including nourishing soups and sauces, stringently sourced meat and seafood, frozen food, as well as delicious ready-to-eat and ambient meals. 


To meet the growing demand for healthier and more sustainable food solutions, we are constantly enhancing our offerings with the introduction of new and innovative options such as plant-based proteins and sustainable food packaging. 


An expanded sourcing and distribution network through our wholly-owned subsidiary, Country Foods Pte. Ltd (Country Foods) – one of Singapore’s largest food importers, distributors and manufacturers, provides valuable access to markets across the region.


With a Digital Integrated Supply Chain, which provides turnkey solutions with end-to-end logistics, warehousing, sourcing and procurement capabilities, we serve as the ideal one-stop, go-to-market platform for food-service solutions in Asia.


OUR SERVICES


Meat and Seafood


As one of our wholly-owned subsidiaries, Country Foods is the biggest meat importer, distributor and processor in Singapore with more than 1,000 clients and 800 white-label and branded products, including Farmpride and Amir’s. 


In addition to our extensive range of quality meat including Halal-certified frozen poultry, seafood and delicatessen offerings, we also provide a selection of alternative plant-based proteins through brands such as Impossible Foods. 


The use of innovative new ingredients together with our culinary expertise and capabilities enables us to develop new culinary concepts, grow our range of sustainable, premium food products while serving as a springboard for sustainable food businesses across the region.


GATEWAY SERVICES

We specialise in providing our customers with peace of mind.


As the region’s leading gateway services provider, SATS takes pride in our ability to handle the seamless flow of passengers, flights and cargo, at one of the busiest airports in the world. 

Applying decades of experience and state-of-the-art technology against the most rigorous performance, safety and service standards, we offer a comprehensive suite of ground handling services that enable people, aircraft and goods to travel securely between Singapore and the rest of the world.

Passenger Services

For more than 60 years, SATS has been serving passengers at Singapore Changi Airport, creating positive and unique encounters that have become a signature part of their travel experiences here. 


With the needs of every passenger in mind, we offer a suite of quality passenger services that range from seamless check-in facilities, special care services for those who need a little extra assistance, as well as premier check-in counters and lounges.


Apron Services

Since the beginning of commercial aviation in Singapore, SATS has played an active role in our overall growth as an international aviation hub in the region. 


At Changi Airport, our apron services team continues to serve with pride, upholding the highest professional and safety standards. Handling a wide and complex array of aviation activities, we help to ensure smooth and safe operations across the airport.


Staffed by a well-rounded team of young talents and experienced professionals, we tap on our strong technological and human capabilities to provide a broad range of customised services available 24 hours a day, seven days a week. 

Air Cargo

Seamless Connections


Every day at Changi Airport, one of the world’s busiest and best cargo hubs, SATS is there.


Seamlessly connecting millions of tonnes of cargo from Singapore to the world.


Our experienced and highly trained teams use cutting-edge technology and leading automation systems, powered by six airfreight terminals including an Express Courier Centre.


We ensure continuous commitment to quality and security through Initial, Recurrent and Awareness training on the processing of dangerous goods and our C2K certifications

and Cargo 2000 programmes.



Low-cost Carrier Handling

As the leading gateway services provider for low cost carrier flights from Singapore’s Changi Airport and around the region, SATS has developed a business model that complements their no-frills approach while fulfilling their need for innovative solutions and quality services.


With decades of industry experience and an award-winning team of technical specialists, we uphold the most rigorous performance and safety standards to ensure that flight operations are smooth, efficient and safe.


At Singapore’s Changi Airport, our subsidiaries Asia Pacific Star and GTR provide a comprehensive range of ground handling services including guest handling, baggage services, aircraft handling, security services and cargo handling services. GTR also provides ground handling services for full service carriers and operates an an air cargo hub at the Kuala Lumpur International Airport Air Cargo Terminal 1 in Sepang.

Private Jet Services

Designed to meet the unique needs of private jet passengers for discretion, privacy and speed, the Seletar Business Aviation Centre (SBAC) offers premium bespoke services for a truly exceptional and seamless travel experience.



Cruise Terminal Services

SATS-Creuers Cruise Services operates Marina Bay Cruise Centre Singapore, one of the largest cruise terminals in Asia specially designed to accommodate large ships and thousands of passengers at a time.


For arriving cruise passengers scheduled for same-day flights from Singapore, our Cruise-Fly services offer the benefits of early check-in including baggage drop-off and collection of boarding passes.


 With a growing suite of innovative, quality services  , our goal is to provide you with a comfortable and seamless travel experience across your journey.  

Security Services

Serving with pride and professionalism, SATS Security Services' mission is to be your security agency of choice.

As one of the longest-serving auxiliary police force (APF) in Singapore, we provide a comprehensive range of professional security services and solutions for customers across many industries. 

We build our solutions from a wide field of security capabilities, such as the provision of manpower for enforcement, event security and traffic management; future-ready ops-tech which includes intelligence analytics and surveillance, smart facilities management, Internet of Things (IoT) monitoring.

Our years of experience in aviation security, coupled with advanced technological solutions, allow us to deliver effective protection to our clients’ people, assets, and infrastructure. Our long-standing services are distinguished by our high standards in manpower and technological innovation.

We are accredited by the Airport Police Division, our Regulated Air Cargo Agent Regime consultants provide the documentation of the Regulated Air Cargo Agents Security Programme.



Travel Retail

At SATS, we take a holistic approach to travel retail.

We deliver a tailored, comprehensive suite of services to clients, helping them connect meaningfully with their passengers from door to destination.

Our research-driven solutions are designed to maximise ancillary revenue, increase passenger spend and help reduce costs. 
A trusted leader in the Asia-Pacific airspace for over 40 years, we know the importance of passenger engagement. Our world-class operational capabilities, including sales and inventory reconciliation, food and beverage expertise, crew training and engagement, innovative digital and sustainable solutions, last mile provisioning and more, guarantee a robust onboard retail experience.

Linen and Laundry

SATS takes pride in delivering quality, customised linen and laundry services to our customers in the aviation, healthcare and hospitality sectors, so that their customers can enjoy the care and comfort they deserve.


From wet washing to dry cleaning, we provide an extensive suite of professional services including special care requirements for aircraft and hotel bedding, food and beverage linen, company uniforms and personal garments.

Singapore, Paris, 3 April 2023 – SATS Ltd. (“SATS”) today announced it has completed its acquisition of global air cargo logistics provider Worldwide Flight Services (“WFS”) for €1.3 billion (equivalent to approximately S$1.8 billion) from an affiliate of Cerberus Capital Management (“Cerberus”), representing an enterprise value of €2,250 million as previously announced. The acquisition received an overwhelming support of 96.8% approval from SATS’ voting shareholders in January this year and obtained regulatory approvals in all relevant jurisdictions in February. With effect from completion, WFS becomes a fully owned subsidiary of SATS, which is headquartered in Singapore. WFS will continue to be headquartered in Paris and operate as Worldwide Flight Services. Craig Smyth, CEO of WFS, will continue to run the company and report to Kerry Mok, President & Chief Executive Officer of SATS, and an advisory board.



A Partnership with WFS

Developing a partnership with WFS gives you the benefits of our world class international standards in all aspects of cargo and ground handling. You will gain the support of our global team of business and handling professionals and leverage our trusted relationships with airlines, airports and other highly valued customers all over the world.

We believe in partnerships that are open and fair, where both parties bring complementary skills and value. We also recognise the importance of maintaining and developing a strong identity for each partnership, which usually involves the creation of a sub-brand supported by all parties.



WFS has developed strong partnerships with its key customers through its extensive network and focusing on network-wide solutions. We aim to foster and develop the relationship with key customers by providing a consistent and service-oriented service at all our locations.




Chart wise, bullish mode!

A higher low candlesticks price patterns has been formed looks rather bullish!

Short term wise, I think likely to rise up to test 2.70 then 2.80.

NAV is about 2.106.

Not a call to buy or sell!

Please dyodd.


CapLand Invest (9CI.SI) - Awesome! The company again bought back 2.5m share today at 3.00, looks like this is a very gd support level! Dont miss out!

 The company just bought back 2.536m share today at 3.00. A few days ago, they also bought back 1m share at 3.00.

This seem like a great support level! Do take note! 

Pls dyodd. 


https://links.sgx.com/1.0.0/corporate-announcements/SSE7DFS5975TMN0W/a73204226e8e8298ce7a67f8e8d8dbe9e67abbe482df1c9dd26393d3d0dd70e0

 

She is slowly climbing back above 3.00, looks rather interesting!



Results will be out on 28th February 2024. Estimating Final dividend of 12 cents , nice.  

Pls dyodd. 

At 2.97 yield is about 4.04%( Final dividend of 12 cents) Or 5.05 is Final dividend is 15 cents.



NAV 2.84.

I think good opportunity is back! 



Nibbled a bit at 2.95. Collect dividend while waiting for price to recover.

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 



  





"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, January 11, 2024

CapLand Investment (9CI.SI) - She is due to release her FY results on 28th February AM, dividend of 12 cents is coming, Nice!

 

She is slowly climbing back above 3.00, looks rather interesting!



Results will be out on 28th February 2024. Estimating Final dividend of 12 cents , nice.  

Pls dyodd. 

At 2.97 yield is about 4.04%( Final dividend of 12 cents) Or 5.05 is Final dividend is 15 cents.



NAV 2.84.

I think good opportunity is back! 



Nibbled a bit at 2.95. Collect dividend while waiting for price to recover.

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 



  





"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.





Kep Infra Tr - I think rights issue once announced may likely see the price getting weaker!

  Kep Infra Tr  - I think rights issue once announced may likely see the price getting weaker!  Quote: Straits Times  - KIT  is considering ...