CapLand India Trust - Looks like something is brewing! She is up 5 cents to 1.12 after XD.

 One of the reit counter that is having a long and bullish green candlestick , looks like something is brewing!

I think is gd to monitor and see ifvthe price can continue to rise up further to test the recent high of 1.18.

Please dyodd.

 Results is out!

NPI is up 18% to 6.8b.

total distribution income is 44m. One SGS = 61.5 India Rupee.

Occupancy rate is 94%.

Gearing 33%.

I think the financial numbers is below my expectations of 4.1 cents dpu.

Cautious mode!

Pls dyodd.

Results will be out on 31st July morning, huat ah! 

 Estimating the fist half year dividend of 4.1 to 4.15 cents. 

Yearly dividend is about 8.2 cents, yield is about 7.06%. I think is quite a nice yield !

Please dyodd.

 Yesterday she has a nice breakout at 1.15 today accompanied with high volume and closed well at 1.18 this is rather bullish! 

Short term wise,  I think she is rising up to revisit 1.21 than 1.24.

Please dyodd.

 PO results is out! 

The new share will be deposited on your account on 18th July.

The current price of 1.14 is trading higher than the PO price of 1.06.

I think many might have taken the opportunity to lock in profit!

Please dyodd.

PO officially closed at 5.30pm on 10th July 2023.

New share will be credited and start trading on 18th July.

First half year results cum dividend will be announced on 30th July before trading commence!

I have applied by rounding the share to even lot number.

All the best to those who has applied including excess!

Today share price close at 1.12. Looks like uptrend is still intact!

Please dyodd.

 Preferential Offering of share at 1.06 per unit.

PO exercise date from 30th June to 10th July

 5.30pm.

Every 1000 share you are entitled 119 unit of share. 

If you hold 5000 share, you are eligible to apply for 547 unit at 1.06 per share. 

You may choose to apply together with excess to make it an even lot number for example 600 share or 1000 share. 

The new share will be credited to your account on 18 July 2023.

Good luck!

Please dyodd.

Chart wise,  bullish mode!

Likely to continue to trend higher!

Short term wise,  a nice breakout of 1.14 smoothly may likely see her rising up to test 1.21.

Yearly dividend of about 8.3 cents.

Yield is about 7.28%

NAV 1.08.

CapitaLand India Trust (CLINT), formerly known as Ascendas India Trust, was listed on the Singapore Exchange Securities Trading Limited (SGX-ST) in August 2007 as the first Indian property trust in Asia. Its principal objective is to own income-producing real estate used primarily as business space in India. CLINT may also develop and acquire land or uncompleted developments primarily to be used as business space, with the objective of holding the properties upon completion. As at 12 May 2023, CLINT’s assets under management stand at S$2.7 billion.

CLINT’s portfolio includes nine world-class IT business parks, one logistics park, one industrial facility and four data centre developments in India, with total completed floor area of 19.2 million square feet spread across Bangalore, Chennai, Hyderabad, Pune and Mumbai. CLINT is focused on capitalising on the fast-growing IT industry and industrial/logistics asset classes in India, as well as proactively diversifying into other new economy asset class such as data centres. 

CLINT is structured as a business trust, offering stable income distributions similar to a real estate investment trust. CLINT focuses on enhancing shareholder value by actively managing existing properties, developing vacant land in its portfolio, and acquiring new properties.

CLINT is managed by CapitaLand India Trust Management Pte. Ltd., formerly known as Ascendas Property Fund Trustee Pte. Ltd. The trustee-manager is a wholly owned subsidiary of Singapore-listed CapitaLand Investment Limited, a leading global real estate investment manager with a strong Asia foothold.    

IT Parks

Our business parks offer a distinct business lifestyle where convenience and comfort meet productivity. Lush greenery and modern architecture create an exciting landscape that inspires knowledge workers, while an impressive array of amenities is designed to enhance the working experience. From sports, medical and childcare facilities to restaurants and cafes, our thoughtfully curated range of services cater to all professional needs. We have also seamlessly integrated technology and sustainable practices throughout our parks, from energy-efficient buildings to smart infrastructure, minimizing our environmental impact while maximizing efficiency.

Data Centres

We are developing 4 data centres in India’s key data centre markets – Navi Mumbai, Hyderabad, Chennai, and Bangalore. As at second quarter 2023, construction of the data centres in Navi Mumbai and Hyderabad have commenced. When fully developed, the four state-of-the-art data centres will deliver a total power capacity of 244 MW. Our data centres adopt sustainable design principles and green building standards, including features such as intelligent energy management systems, solar panels, and highly efficient cooling systems using low global warming potential refrigerant. 

Industrial/Logistics Facilities

Our industrial facility is a premier Grade A asset, fully leased to a multinational electronics manufacturer. It is situated in Mahindra World City, a renowned industrial micro-market known for its blue-chip occupants.

Our logistics asset consists of seven modern and high-quality warehouses ensuring efficient and seamless logistics operations. It is situated in Panvel, a well-established and strategic warehousing zone that provides convenient access to India's largest container port, the Jawaharlal Nehru Port Trust.

Mapletree Ind Tr - She is tarding at 2.20, yield is about 6.1% , looks like quite a good yield level for long term horizon!

 I think boat is back! 

At 2.20, yield is about 6.1% estimating yearly dividend of 13.4 cents.

NaV 1.86. Gearing is below 40%.

Chart wise, looks like she may go down to test the support at 2.15.

Please dyodd.

 Wah, 2 nice green candlesticks appeared on the last for 2 days looks rather positive! 

She has managed to bounced off from 2.15 to close at 2.22 this is rather encouraging and might continue to rise up to test 2.25 than 2.30.

Please dyodd.

  

Mapletree Industrial Trust ("MIT") is a real estate investment trust listed on the Main Board of Singapore Exchange. Its principal investment strategy is to invest in a diversified portfolio of income-producing real estate used primarily for industrial purposes in Singapore and income-producing real estate used primarily as data centres worldwide beyond Singapore, as well as real estate-related assets. 

As at 31 March 2023, MIT's total assets under management was S$8.8 billion, which comprised 85 properties in Singapore and 56 properties in North America (including 13 data centres held through the joint venture with Mapletree Investments Pte Ltd). MIT's property portfolio includes Data Centres, Hi-Tech Buildings, Business Park Buildings, Flatted Factories, Stack-up/Ramp-up Buildings and Light Industrial Buildings.

MIT is managed by Mapletree Industrial Trust Management Ltd. and sponsored by Mapletree Investments Pte Ltd.

NAV is about 1.8653.

Yearly dividend of about 13.4 cents.

Yield is about 6% at 2.21.

Occupancy rate is 94.9%.

Gearing 37.4%.

The recent Private placement of 204.8m for the acquisition of data centre in Japan,Osaka. Looks like dpu is accretive! 

Looks like gd price is back!

Not a call to buy or sell!

Please dyodd.

The price has fallen below the recent Private placement price of  2.21, looks like a good pivot point!

Yield is about 6.11% based on current price of 2.18.

Immediate support is at 2.17.

Please dyodd.

SGX - I think she is heading down to test 9.00! Yield is about 3.77% at 9.00 still not so ideal, prefer min 4% at 8.50.

 Chart wise,  bearish mode!

Short term wise,  I think likely to go down to test 9.17 Than 8.94.

Please dyodd.

Singapore Exchange (SGX) - FY results is out, Net profit is up 26.5% to 570.9m, Declared interim dividend of 8.5 cents, yearly dividend of 34 cents!

Yield is about 3.55% at 9.59. I think is not bad for the dividend yield of 3.55%. If 10 cents dividend quarterly would certainly boost the price higher!

XD 12 October,  pay date 20 October 2023.

I think ths results is good!

Please dyodd.

 We are Asia’s leading and trusted securities and derivatives market infrastructure, operating equity, fixed income, currency and commodity markets to the highest regulatory standards. We also operate a multi-asset sustainability platform, SGX FIRST or Future in Reshaping Sustainability Together (sgx.com/first).  

We are committed to facilitating economic growth in a sustainable manner leveraging our roles as a key player in the ecosystem, a business, regulator and listed company. With climate action as a key priority, we aim to be a leading sustainable and transition financing and trading hub offering trusted, quality, end-to-end products and solutions.

As Asia’s most international, multi-asset exchange, we provide listing, trading, clearing, settlement, depository and data services, with about 40% of listed companies and over 80% of listed bonds originating outside of Singapore. We are the world's most liquid international market for the benchmark equity indices of China, India, Japan and ASEAN. In foreign exchange, we are Asia's leading marketplace and most comprehensive service provider for global FX over-the-counter and futures participants. Headquartered in AAA-rated Singapore, we are globally recognised for our risk management and clearing capabilities. 

Chart wise, bullish mode!

Likely to continue to trend higher!

It has managed to bounce-off from the low of 9.20 and rises up to close well at 9.62, looks rather positive!

Short term wise, I think likely to rise up to retest the recent high of 9.73.

A nice breakout accompany with high volume we may likely see her rising up to test 10.00 and above.

Please dyodd.

Wilmar Intl - Indeed, it has gone down to test 3.59 and close slightly higher at 3.60, looks rather interesting with yield of 4.72%!

 Today- 21st August XD 6 cents dividend, likely see the price corrected with 6 cents dividend.  Next support level Is about 3.47 level. 

I think good price is back!

Pay date 30th August.

Not a call to buy or sell!

Please dyodd.

 Wah, I think gd pivot entry point is here!

At 3.68, yield is about 4.61% seem quite a decent yield level!

NAV 4.305.

Chart wise,  looks like 3.59 may be tested again!

Please dyodd.

 Wilmar International Limited, founded in 1991 and headquartered in Singapore, is today Asia’s leading agribusiness group. Wilmar is ranked amongst the largest listed companies by market capitalisation on the Singapore Exchange.

At the core of Wilmar’s strategy is an integrated agribusiness model that encompasses the entire value chain of the agricultural commodity business, from cultivation and milling of palm oil and sugarcane, to processing, branding and distribution of a wide range of edible food products in consumer, medium and bulk packaging, animal feeds and industrial agri-products such as oleochemicals and biodiesel. It has over 500 manufacturing plants and an extensive distribution network covering China, India, Indonesia and some 50 other countries and regions. Through scale, integration and the logistical advantages of its business model, Wilmar is able to extract margins at every step of the value chain, thereby reaping operational synergies and cost efficiencies. 

Supported by a multinational workforce of about 100,000 people, Wilmar embraces sustainability in its global operations, supply chain and communities. 

An Expanding Global Footprint:

From its humble beginnings, Wilmar has today become a global leader in processing and merchandising of edible oils, oilseed crushing, sugar merchandising, milling and refining, production of oleochemicals, specialty fats, palm biodiesel, flour milling, rice milling and consumer pack oils:

• Largest edible oils refiner, specialty fats and oleochemicals manufacturer as well as leading oilseed crusher, producer of consumer pack oils, flour and rice and one of the largest flour and rice millers in China
• One of the largest oil palm plantation owners and the largest palm oil refiner and palm kernel and copra crusher, specialty fats, oleochemicals and biodiesel manufacturer in Indonesia and Malaysia
• Largest producer of branded consumer pack oils in Indonesia
• Largest branded consumer pack oils, specialty fats and oleochemicals producer and edible oils refiner as well as leading oilseed crusher, sugar miller, refiner and ethanol producer in India
• One of the largest investors in oil palm plantations, one of the largest edible oils refiners and producers of consumer pack oils, soaps and detergents as well as third largest sugar producer in Africa
• Largest raw sugar producer and refiner, a leading merchandiser of consumer brands in sugar and sweetener market and largest manufacturer of bread, spreads and sauces in Australia
• Leading refiner of tropical oils in Europe.

First quarter 2023 Financial No. update :

The Group reported net profit of US$391.4 million and core net profit of US$381.9 million for the quarter, with stronger sales volume recorded in both Food Products and Feed & Industrial Products segments. Excluding the gain on dilution of interest in Adani Wilmar Limited of US$175.6 million recognised in 1Q2022, the Group reported a growth in net profit of 10.3%, while core net profit grew by 16.5% during the quarter. 

Despite the challenging operating conditions, the Group managed to deliver a satisfactory set of results for 1Q2023. Higher volume of sales was achieved across all businesses. Sugar milling and merchandising did well with higher sugar prices. Oilseed crushing did better due to higher volume and good coverage of raw materials. Food Products segment saw an overall increase in volume of sales, largely due to higher medium pack and bulk products sales, particularly in China. Plantation profit was reasonable even though palm oil prices came down significantly from the peak. Shipping performed well but palm oil refining margin was poor. 

Cash Flow & Balance Sheet The stable performance for the quarter led the Group to generate higher operating cash flows before working capital changes of US$756.1 million. With the decline in commodity prices and seasonal reduction in overall inventory balance during the quarter, working capital requirements for the Group decreased accordingly, leading to lower net debt of US$17.27 billion as of 31 March 2023 (31 December 2022: US$18.75 billion). Consequently, net gearing ratio for the Group improved to 0.84x as of March 2023 (FY2022: 0.94x). This led to the Group generating strong cash inflow from operating activities of US$2.17 billion in 1Q2023. At the end of the reporting period, the Group had unutilised banking facilities amounting to US$26.32 billion. 

Outlook Results for the quarter ended 31 March 2023 were satisfactory, despite the uncertain macro-economic outlook at the start of the year. With our diversified and integrated business strategies, we are cautiously optimistic that performance for the rest of the year will remain satisfactory. 

The company paid out Final dividend of 11 cents + interim dividend of 6 cents, total 17 cents for FY 2022. The current share price is $3.97, yield is about 4.28% of which I think is quite a decent yield!

Chart wise, bearish mode!

She may likely continue to trend lower!

Short term wise, I think likely to go down to test 3.90.

Breaking down of 3.90 plus high volume that may likely see her falling down further towards 3.75 then 3.46 level.

Please dyodd.

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. 

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.

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