Ezotop

Saturday, March 9, 2024

Update : VENTURE - She is still on a Nice Uptrend mode direction likely to rise up to conquer 14.42 and rises up towards 15.25 and above! Yearly dividend of 75 cents is sustainable and yield is more than 5.3 percent at 14.11 make it quite a nice yield level to consider! Pls dyodd.

 Update  : VENTURE  - She is still on a Nice Uptrend mode direction likely to rise up to conquer 14.42 and rises up towards 15.25 and above! Yearly dividend of 75 cents is sustainable and yield is more than 5.3 percent at 14.11 make it quite a nice yield level to consider! 



Pls dyodd. 


Venture  - Looks like she may rise up to retest 14.42 again! A nice breakout smoothly would likely see her testing 15 to 15.23. Do take note! 




 Venture Corporation  - 4th quarter results is out! Gross Revenue is up 4.3 percent to 736.6m, Net profit is up 5.3 percent to 66.7m. FY total Revenue is down 21.7 percent to 3025m and Net profit is down 26.9 percent to 270m. Free cash flow is positive +100 percent to 439m. 


Net cash position of 1056m, zero debt. 




At 14.10, yield is about 5.32%.

Proposed Final dividend of 50 cents same as last year.

XD 7th May.

Pay date 21 May.

Outlook: A stronger 2nd Half for Y2024.

Pls dyodd. 

Friday, March 8, 2024

UOL - Nice Net profit plus declaring Special dividend of 5 cents yet price still drifting lower is it a good pivotal point to consider at current price of 5.60! Do take note!

  UOL - Nice Net profit plus declaring Special dividend of 5 cents yet price still drifting lower is it a good pivotal point to consider at current price of 5.60! Do take note!



Lets see if alshe is able to overcome 5.80 than 5.92 level in order to reverse this downtrend mode! 

Pls dyodd. 

UOL - 2nd Half Net profit is down 12 per cent to S$145.5 million, from S$164.5 million in the year-ago period.  FY net profit is up 373 percent to 572.7m due to divesment gain from the sales of Parkroyal. The company proposed a Final dividend of 15 cents plus special dividend of 5 cents! 

XD 2nd May.

Pay date 15 May. 



Chart wise,  bearish mode!

She is approaching near the support level at about 5.60. I think looks like a good pivot entry point for a swing strategy! 

NAV 13+.

EPs 0.83.

PE 6.5x. 

Dividend yield is about 3.5% inclusive of special dividend. 

Do take note that it was taken out of MSCI Singapore effective 1 March.

Pls dyodd. 



Wednesday, March 6, 2024

CapitaLand Investment (9CI.SI) - She is trading at all time low! Yield is about 4.5 percent at 2.69 I think looks rather interesting price level to watch! Do take note!

 CapitaLand Investment (9CI.SI) - She is trading at all time low! Yield is about 4.5 percent at 2.69 I think looks rather interesting price level to watch! Do take note! 

Chart wise,  bearish mode!

A nice Green bar spotted after the series of red bars looks rather interesting! 





CapitaLand Investment  - FY results is out! Resilient 2023 Cash PATMI of 781m. Proposed final dividend of 12 cents. FY net profit is down 79.0% y-o-y to $181 million from $861 million in FY2022 mainly due to revaluation of assets in China. 





Operating Patmi declined by 7% y-o-y to $568 million, mainly due to higher interest expense, lower contribution from China 


Overall revenue declined by 3.2% y-o-y to $2.78 billion from $2.88 billion last year.

Fee income-related businesses (FRB) revenue, which have been providing strong recurring contributions to the group’s overall returns y-o-y, gained 9% to $1.07 billion from $984 million a year ago.

CapitaLand Investment(9CI.SI) - She has a nice rebound from 2.80 and rises higher to touch 2.95, looks like Bull is in control! Pls take note! 



Short term wise,  I think likely to rise up to retest 2.95 ! A nice breakout smoothly may likely see her rising up towards 3.00 than 3.03.

Pls dyodd. 

CapitaLand Investment (9CI.SI) - I think boatvis back! At 2.82 , yield is quite decent at 4.26 percent! Trading at all time low, she is looking rather interesting! Pls dyodd.



Nibbled a bit at 2.82. 

Looks like a great pivot point as she has managed to bounce-off from 2.76 this morning!

Pls dyodd.


Wow! Today looks like something is brewing! She is up 12 cents to 3.02. 



CapitaLand Invest  - The company purchased another 5m share today at 2.90 to 2.92, so solid! They have so much cash on hands to buy back the share! It might be the price is undervalued! 

She is trading near the all time low of 2.83. This might be a great pivot point to consider.  Pls dyodd.  







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.





Ifast - Today she has broken down the support at 7.05 and 7.00 and closed lower at 6.93, looks Like Bear is in control! Likely to slide further down towards 6.00 and below! I think is good to lock in profit instead of seeing your profit slip into losses! Pls dyodd.

  Ifast - Today she has broken down the support at 7.05 and 7.00 and closed lower at 6.93, looks Like Bear is in control! 



Likely to slide further down towards 6.00 and below! I think is good to lock in profit instead of seeing your profit slip into losses!

BreakIng down of 6.00 she may go further down to test 5.28 than 5.00.

 Pls dyodd. 

Ifast - Chart wise, looks like a pump and dump scenario! Pushed up to hit the high of 8.50 and crashing down ro close at 7.29. The running up has lost the momentum! At 7.29, PE is super high at about 76x. Pls dyodd. 



Full year, net profit increased by 340 per cent on-year to S$28.3 million, on the back of a 22.8 per cent increase in total revenue to S$256.5 million.

EPS is about 9.6 cents.

At 7.29, PE is super high at 76x.

Final dividend of 1.4 cents.

I would rather go for either Sembcorp ind or Keppel Corp with higher dividend and billion dollars of revenue plus a few hundred million net profit. 

Please dyodd. 

Tuesday, March 5, 2024

STI ETF - This is one of the few ETF that is yielding more than 4.6% yield of which it covers the 30 STI components stocks like Bank, Gd reit, SingTel, Venture, etc of which I think is a no-brainer counter to consider! Pls dyodd.

 STI ETF - This is one of the few ETF that is yielding more than 4.6% yield of which it covers the 30 STI components stocks like Bank, Gd reit, SingTel,  Venture,  etc of which I think is a no-brainer counter to consider! Pls dyodd.


 

I think great opportunity is back!

At 3.114, yield is about 4.69% which is quite a good yield level!

Pls dyodd. 

She has just went ex.dividend 2 days ago, looks like price has corrected to an interesting price level.

STI ETF  - She is trading at 3.142, yield is about 4.6 percent for this ETF that cover most of the famous counter like DBS, Ocbc, Uob, Sia, Venture,  SingTel,  MIT, CLAR, CICT, MLT, MPACT etc I think is a no-brainer strategy to consider this counter for your investment portfolio! Pls dyodd. 



XD of 7.3 cents on 13th February,  looks like we may see some buying interest!

I am waiting for her to go below RSI 30 to plan my trade!

Pls dyodd.



This method of operation is to buy into STI ETF whenever it is in an oversold condition

 and to 
sell off and take profits whenever it is in an overbought condition. 

For example, one may use the  indicator such as the Relative Strength Index (RSI) to gauge when it is overbought ( above 70 ) or oversold condition( below 30).


One may plan to buy and selling of units in several batches whenever in oversold or overbought conditions in order to get the best average price.



For example you may plan to buy in at different interval or whenever the Oversold situation happen .


In any one year, there will be three to four such window opportunities of overbought or oversold conditions to operate by buying or selling units of the ETF. At the same time, we can also kept some units always to receive dividend income and for their long term growth in price appreciation.

With discipline and patience , one should be able to get good average returns per year in excess of certain % by this one simple strategy of investing in one single ETF .I think This simple one strategy is safe and allow one to sleep soundly at night without worry of negative news affecting individual stocks in one's portfolio which could crash the share price of the particular stock the next day. This is because even if one or two of the component stocks in STI ETF of blue chips should collapse in share prices, there will be 28 others to diversify away the risk of the entire portfolio collapsing at anytime.


As for younger folks who just started out working and does not have enough cashflows and savings , one may start to spread out the different batch of buying or applying the Dollar-cost-averaging method by investing $1000 at 6-8 different batches that would be able to achieve  lower average costs per unit. 

Sunday, March 3, 2024

Venture - Looks like she may rise up to retest 14.42 again! A nice breakout smoothly would likely see her testing 15 to 15.23. Do take note!

Venture  - Looks like she may rise up to retest 14.42 again! A nice breakout smoothly would likely see her testing 15 to 15.23. Do take note! 




 Venture Corporation  - 4th quarter results is out! Gross Revenue is up 4.3 percent to 736.6m, Net profit is up 5.3 percent to 66.7m. FY total Revenue is down 21.7 percent to 3025m and Net profit is down 26.9 percent to 270m. Free cash flow is positive +100 percent to 439m. 


Net cash position of 1056m, zero debt. 




At 14.10, yield is about 5.32%.

Proposed Final dividend of 50 cents same as last year.

XD 7th May.

Pay date 21 May.

Outlook: A stronger 2nd Half for Y2024.

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.

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