Ezotop

Wednesday, March 20, 2024

Keppel DC Reit - A nice breakout of 1.73 smoothly would likely see her rising to 1.80 tyan 1.88! Pls dyodd.

  Keppel DC Reit  - A nice breakout of 1.73 smoothly would likely see her rising to 1.80 tyan 1.88! 



Pls dyodd. 


  Keppel DC Reit  - Looks like boat is back! At 1.69 which is trading near the support at 1.66 which might present a good pivot point! Yield is about 5.4 percent. Gearing is below 40 percent. Pls dyodd. 




Keppel DC Reit  - Good news!The manager  Managed to reach a amicably and commercial solution woth DXC for the full and final settlement of 13.3m! Likely to boost their dpu payout! Do take note! 




It looks like market like this piece of news and the price has rises up 5 cents to 1.76, Fantastic!

I think price likely to test 1.78 and cover up the Gap at 1.80.

Pls dyodd.


 Keppel DC Reit  -  After Ex.dividend she has gone down to touch 1.60 and managed to bounce-off from this level and closed higher at 1.65, looks rather positive! Yield is about 5.5 percent at 1.65 looks like a good pivot point to consider! Do take note!



If she can reclaim 1.71 level smoothly we may likely see her rising up further towards 1.78 level. 

Pls dyodd. 



KDC - Keppel DC Reit  - Indeed it has went down to touch 1.67 yesterday and bounce-off to close at 1.69 unchanged,  looks like bargain hunters has turned up to support! Do take note! 



I have nibbled a bit yesterday at 1.68. 

XD 2nd February.

Pls dyodd.


Update  : KDC (Keppel DC Reit) - Gapped down this morning and went down to touch 1.69, looks rather weak and may likely see her going down to test 1.66-1.67. 



Pls dyodd.

  Keppel DC Reit  - Results is out! Dpu decreased 16.1% ro 4.33 cents versus 5.165 cents.  NPI is down 9.1% to 117m, Distribution Income is down 18.5% to 76m. Gearing 37.4%.I think results is badly affected by the loss of rental income and higher Operations expenses and high financial costs that increases 43.5% to 28.5m.Cautious mode!  




Occupancy rate 98.3%.

XD 2nd February. 

I think the results is no good! 

I dont see any update about the DC rental update! 

Pls dyodd. 

Today opening price of 1.75 cents looks rather weak!

Likely to go down to test 1.67.


NetLink NBN Tr - She is trading at 85 cents, yield is pretty high at 6.23 percent! Stable revenue plus nice net profit plus consistency in dividend paying out which is a great counter for fixed income dividend play consideration!

 

NetLink NBN Tr  - She is trading at 85 cents,  yield is pretty high at 6.23 percent! Stable revenue plus nice net profit plus consistency in dividend paying out which is a great counter for fixed income dividend consideration.

Pls dyodd.


NetLink NBN Tr  - Chart wise,  she is gaining momentum likely to breakout 86 cents and rises higher towards 88 than 91 cents.



Yield is more than 6.1 percent I think is a great yield level as compared to FD!

FY results cum Final dividend in May. 

Pls dyodd.  


  NetLink NBN Tr  - 9th Month Business Update! Gross Revenue is up 3.2 percent to 309m. Net profit is up 4 percent to 85m. Healthy Cash flow! Awesome!









Yearly dividend of 5.3 cents.

At 85 cents, Yield is about 6.23%.

This one no-brainer strategy!

Pls dyodd. 




Chart wise,  bullish mode!



Short term wise,  I think she is rising up to reclaim 86 cents ! A nice breakout smoothly plus good volume that may likely see her rising up towards 88 than 91 cents! Pls dyodd.


 At 83.5 cents,  yield is of 6.35% for this dividend counter of which I think is a great opportunity to take note of! 



XD 16th November 2023. Yearly dividend is 5.3 cents. 

Not a call to buy or sell!

Pls dyodd. 

NetLink NBN Tr  - 2nd quarter results is out! Gross Revenue is u0 2.9% to 205.3m. Net profit is down 3.1% to 52.88m. Interim dividend is up 1.1%  to 2.65 cents .




I think results is almost flat. 

Net gearing is 21.5%.

XD 16 Nov.

At 84 cents, yield is about 6.3%. 

I think the results is not bad!

Please dyodd.


 I think good price is here! Yield is of about 6.1% at 0.855. This is even much higher than Singapore Government Bond of 3.16%. THIS counter is like  FD account which is consistently paying out dividend of 5.2 cents annually. I think opportunity is back! 

Please dyodd.



 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 





 

Tuesday, March 19, 2024

ComfortDelGro - This giant Transport company is growing and expanding at a faster rate as we can see their revenue growth on the latest sets of financial numbers with Net profit higher and the increased in Final dividend from 1.76 cents to 3.76 cents, fantastic! Yield is about 5 percent which is quite good. Do take note!

 ComfortDelGro  - This giant Transport company is growing and expanding at a faster rate as we can see their revenue growth on the latest sets of financial numbers with Net profit higher and the increased in Final dividend from 1.76 cents to 3.76 cents,  fantastic! Yield is about 5 percent which is quite good. 



Do take note! Pls dyodd. 


  ComfortDelGro  - At 1.36, yield is about 5 percent for the giant transport company which is quite resilient during market volatility! A good defensive counter to put under one portfolio! Pls dyodd.  




ComfortDelGro  - FY results is out! Final dividend increased more than 100 percent from 1.76 cents to 3.76 cents. Total Revenue is up 2.6% to 3880m and Net profit is up 4.3% to 180.5m. I think is a good sets of financial numbers! 




Total dividend of 6.66 cents representing a payout of 80%, swee!

EBITDA increased 6.5% to 629.9m.





XD 6th May.

PAY date 15 May 

Yield is about 5% at 1.35.


Pls dyodd.  



Monday, March 18, 2024

Mapletree PanAsia Com Tr - I think seem like she is trading at crisis price! At 1.25, yield is about 7.1 percent, NAV 1.71, Yearly dividend of 8.9 cents, Gearing is about 40 percent looks like great price is here! Pls dyodd.

 Mapletree PanAsia Com Tr  - I think seem like she is trading at crisis price! At 1.25, yield is about 7.1 percent,  NAV 1.71, Yearly dividend of 8.9 cents, Gearing is about 40 percent looks like great price is here! 



Pls dyodd. 


Mapletree PanAsia Com Tr  - I think boat is back! At 1.39, yield is about 6.4 percent,  NAV 1.73, Gearing is slightly above 40 percent. Do take note! 



One of the index reit counter that is yielding more than 6.3% I think might be a good pivot point! 

Pls dyodd. 


  Mapletree PanAsia Com Tr  - 3rd quarter results is out! Gross Revenue is up 0.8 percent to 241.5m, NPI is up 1.7% to 182.4m but Distribution is down 9.1% due to higher finance costs increasing 14%. Gearing 40.8%. 





Occupancy rate 96.7%.

XD 5th February. DIVIDEND 2.2 CENTS.

Pay date 14th March.  

I think results is so so. 

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.




Sunday, March 17, 2024

SingTel - She is looking great to retest 2.51 again! A nice breakout smoothly accompanied with good volume we may likely see her rising up towards 2.66. Pls dyodd.

SingTel  - She is looking great to retest 2.51 again! A nice breakout smoothly accompanied with good volume we may likely see her rising up towards 2.66. 



Pls dyodd.  


Will it be the case of Buying on rumours! Pls dyodd .  Yesterday,  it caught my attention as the price has managed to rise up 9 cents to close at 2.48 and later on in the afternoon trading of share was halted! I think is purely run up due to the rumours that they are in advance talk with some party fir the sales of Optus.  The company also made the announcement that "there isno impending deal ti offload at the said sum" .

Cautious mode! Pls dyodd. 

SingTel  - Suddenly She chiong Up! Looks like something is brewing! Up 9 cents at 2.48, awesome! 

Very high volume spotted! Likely to rise above 2.50 soon! 




 SingTel  - She may need to rise up to reclaim 2.45 in order to continue this uptrend direction! Estimating Final dividend of 6 cents , together with interim dividend of 5.2 cents, total yearly dividend of 11.2 cents , Yield is about 4.68% at 2.39.



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





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 ...