Ezotop

Monday, April 1, 2024

(CFA.SI) NIKKOAM-STC Asia ETF reit - Is a no-brainer strategy to get this counter that cover most of the famous reit counter like MIT, MLT, CLAR, CICT, MPACT, Suntec, Asia Link, FCT and FLCT etc. At 78.6 cents yield is considered very good at about 5.9 percent. Do take note!

 (CFA.SI) NIKKOAM-STC Asia ETF reit - Is a no-brainer strategy to get this counter that cover most of the famous reit counter like MIT, MLT, CLAR, CICT, MPACT,  Suntec,  Asia Link, FCT and FLCT etc. At 78.6 cents yield is considered very good at about 5.9 percent.  Do take note!



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.

Sunday, March 31, 2024

SingTel - She is gaining momentum likely to rise up to cover the Gapped at 2.61 and rises up towards 2.66. Pls dyodd.

 SingTel  - She is gaining momentum likely to rise up to cover the Gapped at 2.61 and rises 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.





Saturday, March 30, 2024

KDC : Keppel DC Reit - I took the opportunity to lock in profit at 1.74! The reit sector is still weak so is never wrong to secure the profit! Pls dyodd.

KDC : Keppel DC Reit  - I took the opportunity to lock in profit at 1.74! The reit sector is still weak so is never wrong to secure the profit! Pls dyodd. 



The volume transacted is rather low! 

Cautious mode! 

 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.



Friday, March 29, 2024

SBS Transit - The bus company revenue and net profit plus increased in paying out dividend os a good sign the traffic is back to pre-covid situation i think great opportunity to look at this counter as a FD or fixed income product that is yielding 4.3 percent much better than OA or SA and Tbills etc. Pls dyodd.

 SBS Transit  - The bus company revenue and net profit plus increased in paying out dividend os a good sign the traffic is back to pre-covid situation i think great opportunity to look at this counter as a FD or fixed income product that is yielding 4.3 percent much better than OA or SA and Tbills etc.



AGM 25th April 10am.

 Pls dyodd. 


 SBS Transit  - FY results is out! FY revenue is up 0.8 percent to 1.53b. NET profit is up 1.5 percent to 69.1m. Proposed Final dividend of 5.58 cents.  Yield is about 4.15 percent at 2.69. I think the results is not bad! 




XD 3rd May.

Pay date 14th May. 

Interim dividend of 5.58 cents plus Final dividend of 5.58 cents Total dividend of 11.16 cents of which I think is quite decent for a dividend play counter.  

Pls dyodd. 

Thursday, March 28, 2024

AEM - Chart wise, Super bearish! Iikely to go down to test 2.09 again! Breaking down of 2.09 plus high volume would be very negative and may see her testing 2.00 than 1.61 level. A very unfortunate situation that bring the share price down due to short fall of inventory issue! Pls dyodd.

 AEM - Chart wise,  Super bearish! Iikely to go down to test 2.09 again! Breaking down of 2.09 plus high volume would be very negative and may see her testing 2.00 than 1.61 level.




 A very unfortunate situation that bring the share price down due to short fall of inventory issue! Pls dyodd. 



 She had broken down the 3.00 support and closed lower at 2.90.

This is very negative and may likely go further down to test 2.70 than 2.60.

Pls dyodd. 

AEM - Chart wise, super bearish! Likely to breakdown 3.00 and go further down! Cautious mode!



Breaking down of 3.00 she may go down towards 2.80 than 2.70.

Pls dyodd.



About AEM Holdings Ltd.

AEM is a global leader in test innovation. We provide the most comprehensive semiconductor

and electronics test solutions based on the best-in-class technologies, processes, and

customer support. AEM has a global presence across Asia, Europe, and the United States. With

manufacturing plants located in Singapore, Malaysia (Penang), Indonesia (Batam), Vietnam (Ho

Chi Minh City), China (Suzhou), and Finland (Lieto), South Korea, and the United States (San

Jose) and a global network of engineering support, sales offices, associates, and distributors,

we offer our customers a robust and resilient ecosystem of test innovation and support.

AEM Holdings Ltd. is listed on the main board of the Singapore Exchange (Reuters: AEM. SI;

Bloomberg: AEM SP). AEM’s head office is in Singapore.

Chart wise, I think 3.00 may come back again!

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. 



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 ...