Ezotop

Wednesday, March 27, 2024

Sats - Fantastic! Today she is up 10 cents to 2.63 a long and Green candlesticks seem rather bullish and may see further upwards movement! Do take note!

   Sats  - Fantastic! Today she is up 10 cents to 2.63 a long and Green candlesticks seem rather bullish and may see further upwards movement!



 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!

She is rising up tovtest 2.71 than 2.81.

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. 



Ifast - The short rebound seems freezers out! Likely to breakdown 6.56 and go further south to test 6.00 and below! Pls dyodd.

  Ifast  - The short rebound seems freezers out! Likely to breakdown 6.56 and go further south to test 6.00 and below!



 Pls dyodd. 


 Ifast - Today she has broken down the support at 7.05 and 7.00 and closed lower at 6.93, looks Like Bear is in control! 



Likely to slide further down towards 6.00 and below! I think is good to lock in profit instead of seeing your profit slip into losses!

BreakIng down of 6.00 she may go further down to test 5.28 than 5.00.

 Pls dyodd. 

Ifast - Chart wise, looks like a pump and dump scenario! Pushed up to hit the high of 8.50 and crashing down ro close at 7.29. The running up has lost the momentum! At 7.29, PE is super high at about 76x. Pls dyodd. 



Full year, net profit increased by 340 per cent on-year to S$28.3 million, on the back of a 22.8 per cent increase in total revenue to S$256.5 million.

EPS is about 9.6 cents.

At 7.29, PE is super high at 76x.

Final dividend of 1.4 cents.

I would rather go for either Sembcorp ind or Keppel Corp with higher dividend and billion dollars of revenue plus a few hundred million net profit. 

Please dyodd. 

Tuesday, March 26, 2024

Keppel DC Reit - She is gaining momentum likely to cross over 1.73 and rises higher towards 1.80 and above! Yield is about 5.35 percent at current price of 1.70. Do take note!

Keppel DC Reit  - She is gaining momentum likely to cross over 1.73 and rises higher towards 1.80 and above!



 Yield is about 5.35 percent at current price of 1.70. Do take note! 


   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.


ComfortDelGro - She is doing a YoYo mode, will she be able to conquer 1.43 and rises higher towards 1.50 and 1.60. Do take note!

 ComfortDelGro  - She is doing a YoYo mode, will she be able to conquer 1.43 and rises higher towards 1.50 and 1.60. 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 25, 2024

CapLand IntCom Tr - She is gaining strength and may likely rise up to reclaim 2.00 again! A nice breakout smoothly plus good volume we may see her rising up towards 2.03 than 2.07. Yield is about 5.43 percent at 1.97. I think seem quite a nice Yield! Pls dyodd.


CapLand IntCom Tr  - She is gaining strength and may likely rise up to reclaim 2.00 again! A nice breakout smoothly plus good volume we may see her rising up towards 2.03 than 2.07.



 Yield is about 5.43 percent at 1.97. I think seem quite a nice Yield! Pls dyodd.  

 31st January 2024:

  CapLand IntCom Tr  - She is slowly climbing up again and managed to touch 2.02, looks rather positive! A nice breakout of 2.02 smoothly we may see her revisiting 2.08 again! 




 Quote: 

Temasek's Fullerton acquires 795,700 units in CICT at $1.9019 each.



Looks like they are seeing price trading at an attractive price level.

Likely to rise up to test 2.09 than 2.16.

Pls dyodd.


CapLand IntCom Tr - Fantastic! She has managed to cross over 1.91 smoothly and closed well at 2.01, this bullish momentum may likely continue to rise higher towards 2.09-2.10.



Huat ah!

Pls dyodd.

Hosey! She is going to Gap up and run away! 

Likely to cross over 1.91 smoothly and rises up towards 2.00 than 2.07.



Pls dyodd.

Fed Holds Rates Steady, Indicates Three Cuts Coming in 2024

The Federal Reserve on Wednesday held its key interest rate steady for the third straight time and set the table for multiple cuts to come in 2024 and beyond.

The Dow Jones industrial average hit its first record closing high since January 2022 and the S&P 500 and Nasdaq rallied more than 1% each on Wednesday after the Federal Reserve signaled that its interest rate-hiking policy is at an end and that it sees lower borrowing costs in 2024.


 When will she be able to overcome the resistance at 1.90! A nice breakout smoothly plus high volume would likely see her rising up to 1.95-1.97 than 2.07.



Pls dyodd. 


Looks like she may cross over the resistance at 1.90 any moment! 



Pathing way foe 1.95 than 2.00 with extension to 2.09.

Pls dyodd.


  Chart wise,  bullish mode!



Short term wise,  she may likely rise up to test 1.90 Tyan 1.95 with extension to 2.07-2.09.

Not a call to buy or sell!

Please dyodd.

It seems like it is having a temporary rebound as the volume is still low not so convincing!



Pls dyodd. 


At 1.69, yield is about 6.27% of which I think is quite a gd yield for this giant retail cum grade A office reit.




NAV 2.12.

3rd quarter Results update will be out on 26th October. 

Not a call to buy or sell!

Pls dyodd. 


CapitaLand Integrated Commercial Trust (CICT or the Trust) is the first and largest real estate investment trust (REIT) listed on Singapore Exchange Securities Trading Limited (SGX-ST) with a market capitalisation of S$13.5 billion as at 31 December 2022. It debuted on SGX-ST as CapitaLand Mall Trust in July 2002 and was renamed CICT in November 2020 following the merger with CapitaLand Commercial Trust (CCT).


 Looking at the FY 2022 results the NPI is up 9.7% and achieved an increased of DPU from 10.40 to 10.58 cents. It looks like the rental income is improving!







The First Quarter 2023 update is as follow:

The NPI is up 11.3% to 276.3m and occupancy rate % has improved from 95.8 to 96.2.




The gearing is slightly from 40.90 to 40.40%.



The Average WALE is 3.7 years.




The Top 10 tenants are RC Hotels (Pte) Ltd, WeWork Singapore, GIC Private Limited, NTUC Enterprise Co-Operative Ltd & Temasek Holdings etc.




Total Property value is about 24.2 billion of which is the Biggest reit counter listed on the Local Singapore Exchange.

NAV is about 2.116.

Yearly dividend of about 10.58, Yield is about 5.6%(based on current price of 1.89).

I think gd pivot entry point is back!

Please dyodd.


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.

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 ...