Ezotop

Tuesday, February 13, 2024

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.

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.





DBS Bank - CPI data just released last night and is higher than the projected numbers of 2.9 percent! It came out 3.1 percent which was slightly higher abd US indexes seen the biggest fall . STI likely follow and bank may see further weakness! Do take note!

 DBS Bank - CPI data just released last night and is higher than the projected numbers of 2.9 percent! It came out 3.1 percent which was slightly higher abd US indexes seen the biggest fall . STI likely follow and bank may see further weakness! Do take note! 



Chart wise,  it may go downto test 31.63.

Next, sge may go down to revisit 31 00 again! 

Pls dyodd.


22nd Nov 2023:

 Chart wise, bearish mode!



She is falling faster after went Ex.dividend a few days ago, doesn't look good!

I think likely to go down to test 31.25 than 30.51 soon!

Also Fed meeting is pointing to dovish tone on interest rate.

Pls dyodd.


This morning Gap down plus dropping more than its dividend of 48 cents doesn't look good!



If 32.38 cannot hold,  she may likely go down to test 31.24 than 30.24 - 30.51.

Pls dyodd.

 dividend of 48 cents.

Ex.dividend 14th November. 



I think likely to go further down to test 32.65 than 32.35/32.00.

Not a call to buy or sell!

Pls dyodd.


  Chart wise, looks like the fund are selling judging from the bearish price patterns! 



A long a bearish candlestick plus high volume likely to see further weakness! 

Short term wise,   I think likely to go down to test 33.00 than 32.65 and 32.35 / 32.00.

Pls dyodd. 


 DBS Group reported net profit of S$2.59 billion for the third quarter ended September, 16 per cent higher than earnings of S$2.24 billion.





NIM is up . Net Fee income also up.

9 month Net profit is up 35% to 7.89b.

ROE is 18.6%.

A beautiful sets of financial numbers!

Declared interim dividend of 48 cents. 

XD 14 Nov.

Not a call to buy or sell!

Pls dyodd. 


Monday, February 12, 2024

NikkoAM-STC Asia ETF Reit - I think great price is back! Having this counter is like owning most of the famous Index reit like CLaR, CICT, MIT, MLT, MPACT, KDC, Suntec, Link (HK) . At 81cents yield is a whopping 6.1 percent, do take note!

  NikkoAM-STC Asia ETF Reit - I think great price is back! Having this counter is like owning most if tge famous Index reit like CLaR, CICT, MIT, MLT, MPACT,  KDC, Suntec,  Link (HK) . At 81cents yield is a whopping 6.1 percent,  do take note!




Wah, nice closing at 82 cents!



I think high chance she may rise up to test 84 cents Than 88.5 cents!

Pls dyodd.

9th December 2023:

 Chart wise,  bullish mode!



I think likely to clear 82 cents and rises higher to test 84-84.5 cents.  

A nice breakout smoothly will likely see her rising up to test 90 cents. 

Pls dyodd. 


 I think she is slowly gaining momentum and likely to rise up further as US interest rate has peaked and paused and this is generally positive for reit and equity! 



I think high probability of rising up to test 84 cents than 90 cents.

Pls dyodd.


Nibbled a bit at 0.801. Nice yield of more than 6%!

Chart wise, she is slowly recovering from the low of 0.73+ looks rather positive!

Pls dyodd.




NikkoAM-STC Asia REIT ETF (CFA.SI) - She is yielding 6.49% at 0.801, Quarterly dividend, I think is a good yield level to take note! 





It covers most of the index reit like CapitaLand Integrated Commercial Trust,  CapitaLand Ascendas REIT,  Mapletree Ind Tr,  Mapletree Logistics Trust,  Frasers L&C Tr etc.

Chart wise, it has managed to bounce-off from the low of 73.6 cents and closed well at 0.802, looks rather bullish!

If this bullish momentum continue we may likely see her rising up further towards 90 cents and above. 

Not a call to buy or sell!

Please dyodd.

Venture - She has retreated below 14 again after clearing it a few days ago, really need a decisively breakout above 14 and stay above in order to continue this uptrend mode!

Venture  - She has retreated below 14 again after clearing it a few days ago, really need a decisively breakout above 14 and stay above in order to continue this uptrend mode! 



She is due to report her Full Year  results on 22nd February,  all eyes are waiting whether will they be any increase in Final dividend.

Pls dyodd. 

    Venture - Today she has a Nice breakout and cleared the 200 Days Moving Average,  Fantastic! Pathing the way for further upwards movement towards 15.00 and above! Do take note! 



Finally,  she has conquered 14.00 resistance level turned suppor! Likely to rise up to test 15.00 than 15.30 level.

She is due to report her results on 22nd February! 

Pls dyodd.

Venture  - Chart wise   bullish mode! She is looking great to rise up to reclaim 13.98/14. Do take note! 


A nice breakout of 14.00 plus good volume would likely see her rising up towards 14.23 than 15.00.

Pls dyodd.

Lai ah, she is rising up nicely to test 14.00 Than 14.23. I think Bull is in control ! Beyond that, we may see her revisiting 15.00 !



Pls dyodd.


 Update: VENTURE  - Nice Breakout at 13.51 this morning,  I think she is soaring higher towards 14.23. Next,  she may rise up to test 15.30. Please take note!



Pls dyodd. 


Chart wise,  bullish mode!



She has managed to stay above the 100 days MA and closed well at 13.30 looks like Bull is in control!

Short term wise,  She is likely to rise up to test 13.54 than 14.51 and 15.06.

At 13.30, yield is 5.63% for this blue chips counter which is a 

Pls dyodd. 


Yesterday,  closed well at 13.02 plus high volume Up 49 cents looks rather bullish!



I think likely to clear 13.15 and rises higher to 14 than 14.30 with extension to 16.38.

Pls dyodd.


Quote:

VENTURE Corporation said on Thursday (Nov 30) that its board of directors has established a share buyback plan to purchase up to 10 million ordinary shares of the company.

This plan was authorised by the board on Nov 29, following the approval of Venture’s shareholders of the share purchase mandate at the annual general meeting on Apr 27, the company said in a bourse filing.

Under the mandate, the company can buy up to about 14.5 million shares, which translates to 5 per cent of the total number of issued shares of the company as at the date of the mandate.


Solid! This company cash rich therefore is able to buy back share! Awesome!


Likely to see price rising up to test 13.30 soon!

I am Targeting it can reach 15 to 16 dollars.  


Pls dyodd.

21st November 2023:

 TA wise, she is gaining strength and likely rise up to reclaim 13.30.



A nice crossing over of 13.30 smoothly we may likely see her moving ip towards 14.25.

Pls dyodd. 

Chart wise,  bullish mode!

I think she may rise up to test 13.30.



A nice breakout smoothly plus high volume we may see her rising up to test 15.10 than 16.00 and 16.40.

Yearly Dividend is 0.75.

Yield is 5.88% at 12.88.

Pls dyodd. 


TA wise, bullish mode!

This morning she has manged to cross over the resistance level at 12.50 plus good volume this is rather positive!



Short term wise,  I think likely to rise up to test 13.00 than 13.30 with extension to 14.00 than 14.36.

Not a call to buy or sell!

Pls dyodd. 





The recent 3rd quarter results is within expectations. 

9 months Net Profit is down 25.2% to 203.3m.

Net cash on hands increase to 956.5m.

I think cash per share is more than 3.00.




Sunday, February 11, 2024

Genting Sing - Wah, she is looking good to retest 1.03 again! A nice breakout smoothly accompanied with good volume we nay swe her testing 1.10 soon! Result is due on 22nd February, dividend is coming! take note!

Genting Sing  - Wah, she is looking good to retest 1.03 again! A nice breakout smoothly accompanied with good volume we nay swe her testing 1.10 soon! Result is due on 22nd February,  dividend is coming! take note! 




Update : 4th Feb 

 Genting Sing  - Chart wise, bullish mode! Likely to reclaim 1.03 and rises higher towards 1.14 and above! Likely declare higher Final dividend of 2.5 cents !Do take note! 

Breaking out of 1.14 she may likely test 1.20.












Today went to Sentosa RWS for lunch and can see many tourist and traffic crowd patronizing RWS. I think businesses is good! 

Pls dyodd.


For over 30 years, Genting Singapore and its subsidiaries (the “Group”) have been at the forefront of gaming and integrated resort development in Australia, the Bahamas, Malaysia, the Philippines, Singapore and the United Kingdom. Today, we are best known for our award-winning flagship project, Resorts World™ Sentosa in Singapore, which is one of the largest fully integrated destination resorts in South East Asia. 

Genting Singapore is ranked among Singapore’s largest public-listed companies. Genting Singapore is a constituent stock of the FTSE Straits Times Index.

Today, more than 70% of Genting Singapore and its subsidiaries' team members are Singaporeans and Permanent Residents. There is great diversity in the company too, with more than 40 nationalities represented.

Our management team is very experienced and boasts a wide variety of skill sets.

Diverse skills set:

  • Large-scale Project Development
  • Casino Management and Marketing
  • Theme Park Operations
  • Marine Life Park Operations
  • Animal Health and Research
  • Marine Life Conservation and Education
  • Hotel Management and Operations
  • Spa Management and Operations
  • Food and Beverage
  • MICE and Events Management
  • Marketing and Sales Excellence

  • Genting Sing  - Chart wise,  bullish mode! High probability she may reclaim 1.03 and rises higher towards 1.09-1.10 level. Results is due on 22nd February! Do take note! 

 

Venture Corporation - Hosey! She has manged to climb higher and closed well at 14.23, almost approaching the recent high of 14.74 if you add back the dividend of 50 cents. Looks rather bullish! Likely to continue to trend higher!

  Venture Corporation  - Hosey! She has manged to climb higher and closed well at 14.23, almost approaching the recent high of 14.74 if you ...