Ezotop

Saturday, December 30, 2023

Mapletree Log Tr - She has a nice breakout of 1.71 and closed well at 1.74 this is rather positive! She may rise up to test 1.80 soon! Quarterly dividend of which I like can collect dividend every 3 months. Yield is about 5.2 percent.

 Mapletree Log Tr  - She has a nice breakout of 1.71 and closed well at 1.74 this is rather positive! She may rise up to test 1.80 soon! Quarterly dividend of which I like can collect dividend every 3 months. Yield is about 5.2 percent. 



Pls dyodd. 


Yup! The new scrip share has been credited,  awesome!



Chart wise,  bullish mode!

She is looking great to rise up to test 1.73-1.75.

Next, 1.80 and above!

Nice dividend yield of 5.44% at 1.66.

Pls dyodd.


Wah, gd news:

Mapletree Logistics Trust*

— Deepens Presence in India with Latest Acquisition of a newly completed modern Grade A warehouse with high quality building specifications

— 100% leased to a leading domestic 3PL operator with long lease of 8 years. 

Mapletree Log Tr (MLT) - Wah, today closed at 1.62 looks like Bull is in control! A nice crossing over of 1.62 smoothly we may likely see her rising up higher to test 1.73. Huat ah! 



CpI data will be released on 12th Dec. 

If the numbers are within expectations then it may bring cheers to the stocks market!

Pls dyodd.

Chart wise,  bullish mode!



Short term wise,  I think likely to rise to test 1.62! 

A nice breakout accompanied with good volume would likely see her rising up to test 1.70 to 1.73.

Pls dyodd.


One of the great opportunity from applying scrip using dividend to increase your no. Of share plus keep generating future dividend! You can also book an instant gain from the price difference of 1.58 less 1.437 ! 





Do remember last day to submit is 5PM 23rd November 2023.

I have mailed out ! Swee!


Today Ex.dividend of 2.268 cents. Nice quarterly dividend payout, Fantastic! 



Chart wise, it has managed to bounce-off from 1.45 and closed higher at 1.49 looks rather interesting! 

With rate hike most probably paused in November we may see some pressure taking off from reit financing cost and hopefully this might help to support the price at the current level!

I see great pivot point at current price level! 

At 1.49, yield is about 6.05%.

Pls dyodd. 


Half year results is out!

A beautiful sets of financial numbers that beat my expectations of dpu of 2.25 cents ! 




Gross Revenue is up 15% to 186.7m.

Dividend of 2.268 cents , XD 31 October. 





I think is a gd sets of results! 

Huat ah! 

Pls dyodd. 


At 1.45, estimating yearly dpu of 9.02 cents,  yield is 6.22% I think great price is back! 

NAV is 1.416. 



I think good pivot point to watch will be at 1.41 which was the recent low!

Pls dyodd.

Nibbled a bit at 1.60!

Results is due on 24th October,  estimating dpu of 2.26 cents. 




Yield is about 5.63% estimating yearly dividend of 9.02 cents. 

Pls dyodd.


I think sales is still on! 



This is one of the giant index logistics reit that has been expanding their assets and consistently increasing the dpu! 

Please dyodd.

 Closed at 1.64 after went ex.dividend looks like gd price is back!



At 1.64 , yield is about 5.5% which is quite a gd yield level for this blue chips index reit. 

Chart wise,  A nice pivot point is at 1.60 - 1.63.

Not a call to buy or sell!

Please dyodd.

 XD 1st August,  2.037 cents dividend.  

Price is down 3 cents to 1.70.

I think profit taking before going Xd.

Heng  ah, I have locked in kopi money this morning at 1.74.

Pls dyodd.


 Distribution income increased 3.1% to 112m.



Dpu increased 0.1% to 2.271 cents.

Occupancy rate 97.1%.

4.1 % rental reversions.

I think the results is not bad at least dpu is still up a little bit.

 


The power of CD! 

She is gaining strength and likely rise up to reclaim 1.75.

 Indeed, she has managed to reclaim 1.67 and rises higher to touch 1.71 looks rather bullish!



Likely to rise up further to test 1.75 and above.

Please dyodd.

Mapletree Logistics Trust (“MLT”) is Singapore’s first Asia-focused logistics real estate investment trust. Listed on the Singapore Exchange Securities Trading Limited in 2005, MLT invests in a diversified portfolio of quality, well-located, income producing logistics real estate in Singapore, Hong Kong SAR, Japan, China, Australia, South Korea, Malaysia, Vietnam and India.




The Manager, Mapletree Logistics Trust Management Ltd., is committed to providing Unitholders with competitive


total returns through the following strategies:

  1. optimising organic growth and hence, property yield from the existing portfolio; 
  2. making yield accretive acquisitions of good quality logistics properties; and
  3. managing capital to maintain MLT’s strong balance sheet and provide financial flexibility for growth.
Recent acquisition of 6 logistics assets in Japan and a logistics assets in Korea.  


Portfolio Overview



Our properties, built to modern building specifications, are strategically located near to major expressways and established logistics clusters in nine geographic markets across Asia Pacific.

The Manager, Mapletree Logistics Trust Management Ltd., is committed to providing Unitholders with competitive total returns through the following strategies:

  1. optimising organic growth and hence, property yield from the existing portfolio; 
  2. making yield accretive acquisitions of good quality logistics properties; and
  3. managing capital to maintain MLT’s strong balance sheet and provide financial flexibility for growth.

Our Vision

To be the preferred real estate partner of choice to customers requiring high quality logistics and distribution spaces in Asia-Pacific. 

Our Mission

To provide Unitholders with competitive total returns through regular distributions and growth in asset value. 

As a REIT established in Singapore, MLT is constituted by the Trust Deed. A copy of the Trust Deed can be inspected at the registered office of the Manager,which is located at 10 Pasir Panjang Road, #13-01 Mapletree Business City, Singapore 117438, subject to prior appointment.

 TA wise, she is still quite weak! 

Need to reclaim 1.67 in order to reverse this


 downtrend and rises higher!

Yearly dpu of 9 cents, yield is 5.5% of which I think is quite good! 

Gearing is below 40%. Market cap is about 8.225b. 

Please dyodd.

She is rising up to test 1.67 soon. Now trading at 1.65 to 1.66 as of 12th July 1.12pm. Awesome! 


Friday, December 29, 2023

SingTel - A nice rebound from the low of 2.25 and closed well at 2.47, looks rather positive!

SingTel  - A nice rebound from the low of 2.25 and closed well at 2.47, looks rather positive! 



Short term wise,  A nice breakout of 2.48 smoothly may likely see her rising up to cover u0 the Gp at 2.61. 

Pls dyodd.


She has managed to close above the resistance at 2.30, looks rather positive!



I think some buying activities after she went Ex.dividend plus the latest news of Optus chief resignation!

This might be a good opportunity coming back!

Pls dyodd.

9th November Update: 

Sing1Tel  - 1st Half Results is up! Underlying Net Profit is up 12 percent to 1,121m, interim dividend increase 13% to 5.2 cents, Awesome!






XD 17 November.  Pay date  8th December. 

Cash on hand 2.6b.

I think a gd sets of financial results!

Huat ah!

At 2.36, yield is about 4.49%.

Not a call to buy or sell!

Please dyodd.


Chart wise,  looks bullish!

If she is able to clear the resistance at 2.40 smoothly we may likely see her rising up to test 2.52 then 2.60.

Yearly dividend of about 10 cents. 

Yield is about 4.16%. I think is not bad! 

Please dyodd.




Good news : 18th Sept 2023 -  Singtel to sell 20% stake in regional data centre business to KKR for S$1.1 billion   Mon, Sep 18, 2023 · 8:22 am

KKR will commit up to S$1.1 billion for a 20 per cent stake in Singtel’s regional data centre business.
On Monday (Sep 18), a fund managed by KKR, Stellar Asia Holdings II, entered into an agreement with Singtel for the investment in ST Dynamo Investment, the holding company for Singtel’s regional data centre (RDC) business.
This investment puts the enterprise value of Singtel’s overall RDC business at S$5.5 billion. KKR will, however, have the option to increase its stake to 25 per cent by 2027 at the pre-agreed valuation......



Special dividend of 2.5 cents will be paid out on 17th August,  swee! Xd 2nd August.

https://links.sgx.com/1.0.0/corporate-announcements/LIRD90E9O5A39T0P/e96c9dc4c37f0569a65bf50cc5b26476afffc05d07462b97a446d720b9c8f70f



XD 2nd Aug . Final dividend of 5.3 cents . The special dividend of 2.5 cents Hopefully it may get payout together with the final dividend!

We will know after the AGM.

Please dyodd.


Singapore Telecommunications (Singtel) is a telecommunications group offering a wide range of services such as mobile, data and internet services, as well as info-communications technology and pay-television.

Full Year results at a glance :

Earnings were up 14% to $2.23 billion, compared to $1.95 billion a year ago. This was due to the strong performance of its core businesses, underpinned by robust mobile growth and price increases.





Thursday, December 28, 2023

Mapletree PanAsia Com Tr - She has a nice breakout of 1.53 yesterday accompanied with high volume this is rather positive and we may likely see her continue to rise up towards 1.61 and above! 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.




Wednesday, December 27, 2023

CapitaLand Ascendas REIT - She has managed to clear the resistance at 2.99, looks rather positive and may likely continue to rise up to test 3.18 ! Do take note!

  CapitaLand Ascendas REIT  - She has managed to clear the resistance at 2.99, looks rather positive and may likely continue to rise up to test 3.18 ! Do take note! 




Wow! Yesterday,  she was Up 15 cents to close well at 2.99. 




Short term wise,  I think likely to retest 3.03. A nice breakout smoothly plus good volume we may see her rising up towards 3.10 than 3.18.

Pls dyodd.


CapitaLand Ascendas REIT  - Wow! Bullish mode! 2.86 once cleared likely to rise up to test 3.01 to 3.03! Dont miss out!



Pls dyodd. 

Chart wise, bullish mode!

Yesterday the price was up 5 cents and closed well at 2.84 looks rather positive!



Short term wise  I think she may rise up to reclaim 2.86. A nice breakout smoothly may likely see her rising up further towards 3.00-3.01.

Pls dyodd.


This Giant industrial cum Data Centres reit has rebounded quite well from below 2.70 to close well at 2.80 , looks like Bull is in control!



This bullish momentum may likely drive the price higher to test 2.86 than 3.01.

Please dyodd.

  Chart wise,  bearish mode!



If 2.70 cannot hold,  we may see her going down to test 2.65 than 2.60.

Pls dyodd.



 After Ex.dividend a few days ago, the share price has corrected lower to close at 2.71, looks rather weak!



She will need to overcome the resistance at 2.75.

A nice breakout of 2.75 plus good volume i think she may continue to rise up further! 

Let 's monitor and see how it turns out! 

  1st Half 2023 results is out! 

NPI is up 6.7% to 508.8m. Distribution income is down 1% to 327.5m.



Dpu is down 2% to 7.719 cents. 

Advance dpu of 6.139 cents  was paid out for the PP share.



Balance 1.58 cents will be paying out thus round.

I think the results is not bad! 

Gearing 36.7%.

Occupancy rate is 94.4%.


High probability she may rise up to reclaim 2.83.


A nice breakout at 2.83 smoothly would likely see her rising up to 2.89 than 2.93.

Please dyodd.


TA wise, bullish mode!

She has managed to bounce-off from the low of 2.65 and rises up to close at 2.82 looks like BULL is in control!




Short term wise,  I think likely to rise up to reclaim 2.83 and then rise up to cover the Gap at about 2.88 with extension to 2.93-2.98.

Please dyodd.


CapitaLand Ascendas REIT (CLAR), formerly known as Ascendas Real Estate Investment Trust, is Singapore’s first and largest listed Business Space and Industrial Real Estate Investment Trust (REIT). It was listed on the Singapore Exchange Securities Trading Limited (SGX-ST) in November 2002.



CLAR has since grown to be a global REIT anchored in Singapore, with a strong focus on tech and logistics properties in developed markets. As at 31 December 2022, it owns 228 properties across three key segment, namely, 1) Business Space and Life Science, 2) Logistics and 3) Industrial and Data Centres. 

CLAR's multi-asset portfolio is anchored by well-located quality properties across developed markets. As at 31 December 2022, 95 properties are located in Singapore, 36 properties in Australia, 48 properties in the United States and 49 properties in the United Kingdom/Europe.

These properties host a customer base of more than 1,600 international and local companies from a wide range of industries and activities, including data centres, information technology, engineering, logistics & supply chain management, biomedical sciences, financial services (back room office support), electronics, government and other manufacturing and services industries.



CapitaLand Ascendas REIT is listed on several indices. These include the FTSE Straits Times Index, the Morgan Stanley Capital International, Inc (MSCI) Index, the European Public Real Estate Association/National Association of Real Estate Investment Trusts (EPRA/NAREIT) Global Real Estate Index and Global Property Research (GPR) Asia 250. CapitaLand Ascendas REIT has an issuer rating of “A3” by Moody’s Investor Services.

CapitaLand Ascendas REIT is managed by CapitaLand Ascendas REIT Management Limited, a wholly owned subsidiary of Singapore-listed CapitaLand Investment Limited, a leading global real estate investment manager with a strong Asian foothold.

CapitaLand Ascendas REIT is listed on several indices. These include the FTSE Straits Times Index, the Morgan Stanley Capital International, Inc (MSCI) Index, the European Public Real Estate Association/National Association of Real Estate Investment Trusts (EPRA/NAREIT) Global Real Estate Index and Global Property Research (GPR) Asia 250. CapitaLand Ascendas REIT has an issuer rating of ‘A3’ by Moody’s Investors Services. 



1) Properties located in Singapore are held directly by CapitaLand Ascendas REIT (except Galaxis which is held under a wholly owned subsidiary of CapitaLand Ascendas REIT).

Properties located in Australia are held through wholly owned subsidiaries of CapitaLand Ascendas REIT, and are managed by Ascendas Funds Management (Australia) Pty Ltd together with CapitaLand Australia Pty Ltd and third-party managing agents.

Properties located in the UK/Europe are held through wholly owned subsidiaries of CapitaLand Ascendas REIT and are managed by CapitaLand International Management (UK) Ltd together with third-party managing agents.

Properties located in the USA are held through wholly owned subsidiaries of CapitaLand Ascendas REIT and are managed by CapitaLand International (USA) LLC together with third-party managing agents.

Chart wise,she has been driven to an oversold territory! 



At 2.67, yield is about 5.9% . Estimating yearly dividend of 15.7 cents.

I think is quite a gd dividend yield to be included on my stocks portfolio. 

NAV is 2.37. Gearing below 40%.

Nibbled a bit at 2.65.



Not a call to buy or sell!

Please dyodd.

FY 2023 results: 




 

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...