Ezotop

Sunday, March 24, 2024

NikkoAM-STC Asia ETF Reit - This counter covers most of the famous reit counter like CLAR, CICT, MLT, MIT, MPACT, FCT, FLCT, LINK,SUNTEC no need to think too much plus quarterly dividend make it very interesting to put this on our portfolio! Pls dyodd.

 NikkoAM-STC Asia ETF Reit  - This counter covers most of the famous reit counter like CLAR, CICT, MLT, MIT, MPACT, FCT, FLCT, LINK,SUNTEC  no need to think too much plus quarterly dividend make it very interesting to put this on our portfolio! Pls dyodd. 

Yield is pretty good at about 5.8%. 


NikkoAM-STC Asia ETF (CFA.SI) - dividend of 1.15 cents, XD 1st April, not bad! Collect dividend while waiting for price to recover! 



At 78.7 cents yield is more than 5.8% looks like quite a good yield level to consider.  

Pls dyodd. 


  NikkoAM-STC Asia ETF  (CFA.SI) - I think No-brainer strategy to add this Reit ETF that consist of most of the famous reit counter like MIT, MLT, CLAR, CICT, FCT, FLCT, SUNTEC,  LINK etc. Trading at 81.7 cents, yield is about 6.1 percent looks great for me! Pls dyodd. 


Chart wise, she may rise up to test 83 than 85 to 87. 

  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.

Saturday, March 23, 2024

TheHourGlass - She has managed to bounce-off from the low of 1.44 and rises up to close higher at 1.62. She needs to overcome the resistance at 1.67 , 1.70 and 1.77. Looks pretty challenging!

 TheHourGlass - She has managed to bounce-off from the low of 1.44 and rises up to close higher at 1.62. She needs to overcome the resistance at 1.67 , 1.70 and 1.77. Looks pretty challenging! 


Yearly dividend is about 8 cents.  Yield is about 4.9% at 1.62 seems trading at full value. NAV 1.22.

Got a beautiful time piece,  Automatic,  looks nice and elegant plus quite heavy and made of solid material!



Pls dyodd.

The Hour Glass - Chart wise,  bearish mode! I think likely to go down to test the recent low of 1.52! Cautious mode!


 

Breaking down of 1.52 plus high volume that would be very negative and might see her going down to test 1.40 than 1.37.

Pls dyodd.


NAV 1.22.

Yearly dividend is about 8 cents.

Yield is about 5.2% at 1.53.

 The Hour Glass Limited (“Hour Glass” or the “group”) is mainly involved in sales and distribution of specialty and luxury watches. To date, the group has 55 retail boutiques.

Friday, March 22, 2024

SATS - I think 4th quarter most probably also likely profitable and hopefully cum Final dividend payout that would certainly bring back market confidence and boost the price higher! Do take note!

  SATS - I think 4th quarter most probably also likely profitable and hopefully cum Final dividend payout that would certainly bring back market confidence and boost the price higher! Do take note! 


Jeep a bit today at 2.50 for their turning around success in making the company profitable and declaring Final dividend!

Pls dyodd. 


SATS - Wow! 3rd quarter results swing back into profit with 38.1m PATMI. 

SATS 3QFY2024 earnings improve by 41.9% q-o-q to $31.5 mil.

 Q on Q basis, revenue increase 6.3 percent to 1.4b. Awesome! I think good improvement in the company financial results boosted by strong seasonal demand. 




Finally,  we can see lights at the end of the tunnel!.

3rd quarter Editda increased 18.3%.

Cash Flow increased to 172.3m versus 35.4m last year. 

For the 9MFY2024 period, earnings came in at $23.7 million, reversing from a loss of $32.0 million the previous year, while revenue saw a significant 200.4% gain to $3.85 billion from $1.28 billion previously.






Refinancing are bearing fruits which help to bring down significant financial savings.  

I think if 4th quarter also book another good improvement in PAMTI we may hear company resuming paying out dividend. 
Pls dyodd. 



Thursday, March 21, 2024

UOB - Looks rather weak! Likely to go down to test 28 again! Pls dyodd.

  UOB - Looks rather weak! Likely to go down to test 28 again! Pls dyodd. 



Is never wrong to lock in profit as bank are sensitive to future rate cut. 


 UOB Bank - I think boat is back! She has corrected from 29.24 to close at 27.95 yesterday,  yield is more than 6 percent looks quite an interesting! Pls dyodd.  




UOB Bank - FY results is out! FY Net profit is up 26 percent to 6.1b.4th quarter net profit climbed to S$1.40 billion ($1.04 billion) from S$1.15 billion a year earlier.Proposed a Final dividend of 85 cents as expected but no special dividend or Bonus issue like Dbs bank. Lets see how market react! 

XD of 85 cents on 25th April.

At 29.24, yield is about 5.8%.





UOB reported 

a 22% rise in net profit in the fourth quarter from a year earlier on the back of higher net fee and non-interest income.

UOB, which is Southeast Asia's third-largest bank by assets, said October-December net profit climbed to S$1.40 billion ($1.04 billion) from S$1.15 billion a year earlier.

The bank recommended the payment of a final dividend of 85 Singapore cents per share, bringing the total dividend for 2023 to S$1.70 per share.

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.  



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 ...