SGX Stocks Opportunities

04-28 11:12

$CapLand Ascott T(HMN.SI)$ 1st quarter gross profit for the first quarter ended March rose 15 per cent year on year, due to contributions from new properties and a stronger operating performance. Gearing stood at 37.7 per cent, which its managers estimated to translate to about S$2 billion in debt headroom. Its average interest rate stood at 3 per cent per year with an interest cover of 3.7 times and a weighted average debt to maturity of 3.9 years. Occupancy rate is about 95%. Estimating yearly dpu of 5.5 cents. At 90 cents, yield is about 6%. I think is quite a good yield level! Pls dyodd. https://sporeshare.blogspot.com/2024/04/capland-ascott-quarter-gross-profit-for.html

SGX_Stars

04-26 17:37

Weekly | Why Seatrium Lead the Market this Week?

As of the close on Friday, $Straits Times Index(STI.SI)$ closed at 3,280.10 points, up 3.26% points last week.During the last 5 trading days, $Seatrium(S51.SI)$, $NIO Inc.(NIO.SI)$, $SingPost(S08.SI)$, $HongkongLand USD(H78.SI)$ and $DFIRG USD(D01.SI)$ are the top 5 weekly gainers, up 15.58%, 13.85%, 11.25%, 10.95% and 9.04% respectively.$t PTTEP TH SDR(TPED.SI)$ , $Keppel Infrastructure Trust(A7RU.SI)$ ,

Weekly | Why Seatrium Lead the Market this Week?

longlive100

04-26 11:22

$Sea Ltd(SE)$ I see the TikTok ban as a double edged sword for Shopee. I'm not sure what to make of it. On one hand, it hurts TikTok's bottom line, which might force them to increase margins in Southeast Asia. But on the other hand, TikTok might decide to invest more aggressively in Southeast Asia as they just lost their most important market.I'm especially concerned they will use the money from selling TikTok US to invest in Southeast Asia as one of their most promising markets. It depends completely on TikTok's strategy, so at this point I can't say if it's a good or bad thing for Shopee.

skythelimit

04-26 12:05

$Sea Ltd(SE)$ This is v excitingSE Garena does about $750M in fcf[Sly][Sly][Sly]Market currently thinks it’s a zeroIf we bring tens of millions of Free Fire players back online, that fcf starts growing in the double digit %[Smart][Smart][Smart]Market won’t be able to price it at zero (or negative) equity should growth resume in earnest, which it already has, but could be even more aggressive w/ India biz back online.

predator007

04-26 12:07

$Sea Ltd(SE)$ You can lengthen your timeframe to see the bigger picture.Sea has potential market in Northeast area and tends to explode its market share in the future! Hope it can be booming and be driven to higher market price![Miser][Miser][Miser]

marketpre

04-26 12:06

$Sea Ltd(SE)$ Loop Capital upgrades SEA to Buy From Hold, raises price target to $92 from $59.It seems the promising sign for SE.[Sly][Sly][Sly]Garena Free Fire MENA (subsidiary of $SE) trending up 15% on content signal.It is also a bullish sign for SE.[Cool][Cool][Cool]

sunshineboy

04-26 12:08

$Sea Ltd(SE)$ Global e-commerce sales are expected to have a 9% CAGR & surpass $8 trillion by 2027.During the rank, I think the Sea will have a promising future and can enlarge the market share surely!I will add it to my positions![Sly][Sly][Sly][Tongue]

SGX_Stars

04-22

Weekly | Why Riverstone Lead the Market this Week?

As of the close on Friday, $Straits Times Index(STI.SI)$ closed at 3,176.51 points, down 1.26% points last week.During the last 5 trading days, $Riverstone(AP4.SI)$, $Emperador Inc.(EMI.SI)$, $First Sponsor(ADN.SI)$ $First Sponsor(ADN.SI)$, $t PTTEP TH SDR(TPED.SI)$ and $UOB(U11.SI)$ are the top 5 weekly gainers, up 3.95%, 3.49%, 2.68%, 2.04% and 1.22% respectively. $Mapletree Log Tr(M44U.SI)$,

Weekly | Why Riverstone Lead the Market this Week?

SGX_Stars

04-22

Weekly Inflows: JEP, Plato Capital, Hai Leck, LHT, GSH & International Cement See Huge Acquisitions

The five trading sessions had close to 100 changes to director interests and substantial shareholdings filed for 40 primary-listed stocks. Directors or CEOs filed 20 acquisitions and five disposals, while substantial shareholders filed 14 acquisitions and four disposals.Plato Capital chairman Lim Kian Onn boosts his stake1.JEP HoldingsUMS Holdings acquired 7.3 million shares in $JEP(1J4.SI)$ representing 1.77% of the company from Andy Luong, who serves as chairman and CEO of both companies. This means Luong no longer maintains a direct interest in JEP Holdings. His deemed interest is 78.84%, given that he holds 14.9% of the issued share capital of UMS Holdings, which in turn maintains the 78.84% direct interest in JEP Holdings.2.Plato CapitalOn

Weekly Inflows: JEP, Plato Capital, Hai Leck, LHT, GSH & International Cement See Huge Acquisitions

Success88

04-25

There are concerns that Singapore's Good Class Bungalow (GCB) market could be increasingly dominated by foreigners. This could exacerbate the dominance of the wealthy in the niche housing market and contribute to rising housing prices. Given Singapore's limited land area, this trend could make it difficult for future generations of Singaporeans to afford homes. 😔

SG Morning Call | Singapore Stocks Opened Lower; Chinese Tycoon Heir Buys $62M Mansion

SGX_Stars

04-22

27 S-REITs have confirmed the release of their financial results

27 out of 41 Singapore real estate investment trusts and property trusts (S-REITs) have confirmed the release of their financial results or business updates for the respective periods ended Mar 31, 2024. Of those, 19 will report business updates and eight will report financial results.NameRelease DateRelease TimeFor PeriodTypeSabana REIT15-AprAfter MktQ1Business UpdateKeppel Pacific Oak US REIT17-AprBefore MktQ1Business UpdateCapitaLand Integrated Commercial Trust19-AprBefore MktQ1Business UpdateKeppel DC REIT19-AprBefore MktQ1Business UpdateCapitaLand Ascendas REIT22-AprAfter MktQ1Business UpdateKeppel REIT23-AprBefore MktQ1Business UpdateCapitaLand Ascott Trust24-AprBefore MktQ1Business UpdateCapitaLand China Trust24-AprBefore MktQ1Business UpdateCapitaLand India Trust*24-AprAfter MktQ1B

27 S-REITs have confirmed the release of their financial results

SGX_Stars

04-12

Weekly | Why Jardine C&C Lead the Market this Week?

As of the close on Friday, $Straits Times Index(STI.SI)$ closed at 3,216.91 points, down 0.04% points last week.During the last 5 trading days, $Jardine C&C(C07.SI)$, $Bumitama Agri(P8Z.SI)$, $Shangri-La HKD(S07.SI)$, $t PTTEP TH SDR(TPED.SI)$ and $GLD SG$(GSD.SI)$ are the top 5 weekly gainers, up 10.43%, 8.22%, 6.98%, 6.30% and 5.37% respectively. $YZJ Shipbldg SGD(BS6.SI)$, $Riverstone(AP4.SI)$

Weekly | Why Jardine C&C Lead the Market this Week?

SGX_Stars

04-08

S-REIT sector’s PB ratio is at almost 20% discount

REIT Watch - Current PB ratios vs 5-year averages of the 10 largest weights of the iEdge S-Reit IndexIt has not been smooth sailing for REITs over the recent months with higher interest rates adding pressure to share prices and valuations.Despite this, the S-REIT sector is now trading at a discount of close to 20% compared to its longer-term average in terms of price-to-book ratio.This is indicated by the iEdge S-REIT Index currently trading at a price-to-book (PB) ratio of 0.87 times, against the index’s five-year average PB ratio of 1.04 times – which showed a discount of 16%. REIT Watch - iEdge SREIT Index's PB ratio trades below -1 SD of the longer-term averageThe iEdge S-REIT Index and associated variant indices provide benchmarks for a number of portfolio products such as ETFs,

S-REIT sector’s PB ratio is at almost 20% discount

REIT_TIREMENT

04-09

Singapore Office Focused REITs Comparison @ 4 April 2024

$Mapletree PanAsia Com Tr(N2IU.SI)$ $KEPPEL REIT(K71U.SI)$ $Suntec Reit(T82U.SI)$ $OUEREIT(TS0U.SI)$ Below is a comparison using the latest data from comparison tables on SREITs Data page. The most favorable figures are marked in blue and given a +1 score, while the least favorable are in red with a -1 score. The highest score in each category determines the winner. Note that this is a simple comparison without weightage assigned to each figure. Overall Ranking Now, let's dive into the details: Fundamental Overview, Related Parties Shareholding &a

Singapore Office Focused REITs Comparison @ 4 April 2024

SGX_Stars

04-01

Eight S-Reits among Singapore’s top retail net buy stocks in Q1

The first quarter of 2024 (till Mar 27) saw the FTSE EPRA Nareit Global REITs Index decline 0.6% in total return. The iEdge S-REIT Index recorded greater total return declines of 7.3% across the same period.January and February 2024 saw the 41 S-REITs and property trusts average 4.8% and 6.3% total return declines, respectively, as expectations for easing interest rates were pushed later in the year than previously expected. In March, the sector rebounded 2.5% (till Mar 27) as investor confidence in the sector returned, with the Federal Reserve foreseeing three rate cuts by the end of 2024.In terms of fund flows, institutional investors net sold over S$560 million worth of S-REITs in Q1 2024.On the other hand, retail investors continued to net buy the sector at over S$480 million, after ac

Eight S-Reits among Singapore’s top retail net buy stocks in Q1

SGX_Stars

04-08

Weekly Inflows: Grand Bank Yachts, Huationg Global, BTOU & 1J5 See Huge Acquisitions

The four trading sessions had close to 90 changes to director interests and substantial shareholdings filed for nearly 50 primary-listed stocks.Directors or chief executive officers filed 19 acquisitions and four disposals, while substantial shareholders filed six acquisitions and four disposals.1.Grand Bank YachtsWillimbury, a private company incorporated in Australia, increased its substantial shareholding in $Grand Banks(G50.SI)$ above the 15% threshold on Mar 28.The married deal involved 1,709,500 shares being acquired at S$0.31 apiece, boosting the company’s direct interest to 15.79% from 14.86%. It had raised its direct interest above the 14% threshold in June 2022, with that acquisition also transacted at an average price of S$0.31

Weekly Inflows: Grand Bank Yachts, Huationg Global, BTOU & 1J5 See Huge Acquisitions

SGX_Stars

04-15

Sam Goi continues to boost his stakes in PSC and GSH

The four trading days saw close to 70 changes to director interests and substantial shareholdings filed for more than 30 primary-listed stocks.Directors or CEOs filed 17 acquisitions, and five disposals, while substantial shareholders filed 13 acquisitions and seven disposals.Sam Goi continues to boost his stakes in PSC and GSH1.PSC and GSH$PSC Corporation(DM0.SI)$ executive chairman Sam Goi also continued to build his interest in the consumer product manufacturer and distributor.He acquired 144,700 shares of the company at S$0.352 per share, taking his total interest from 30.74% to 30.77%. Goi also bought more shares of $GSH(BDX.SI)$ , where he also serves as executive chairman.He acquired the

Sam Goi continues to boost his stakes in PSC and GSH

SGX_Stars

03-29

Q1 2024 | Why Yangzijiang Shipbuilding Lead the Market this Week?

As of the close on Thursday, $Straits Times Index(STI.SI)$ closed at 3,224.01 points, down 0.50% points in Q1 2024.During Q12024, $YZJ Shipbldg SGD(BS6.SI)$, $Riverstone(AP4.SI)$, $Sri Trang Agro(NC2.SI)$, $Bumitama Agri(P8Z.SI)$ and $Wing Tai(W05.SI)$ are the top 5 weekly gainers, up 28.19%, 23.12%, 19.67%, 13.22% and 9.30% respectively.Below are key analyses of the TOP 5 gainers:1. $YZJ Shipbldg SGD(BS6.SI)$ E

Q1 2024 | Why Yangzijiang Shipbuilding Lead the Market this Week?

SGX_Stars

03-25

Weekly Inflows: Raffles Medical, PSC, Jardine C&C, APTT, JB Foods & TCA See Huge Acquisitions

The five trading sessions saw more than 80 changes to director interests, and substantial shareholdings filed for more than 40 primary-listed stocks. Directors or chief executive officers filed 25 acquisitions and four disposals, while substantial shareholders filed 10 purchases and four disposals.Share buybacks by primary-listed companies1.Raffles Medical GroupBetween Mar 14 and 20, $Raffles Medical(BSL.SI)$ executive chairman Loo Choon Yong bought 700,000 shares at an average price of S$1.035 per share, which increased his total interest from 53.76% to 53.79%. This followed his acquisition of 13.6 million shares between Feb 27 and Mar 13.Prior to the recent spate of acquisitions, Dr Loo’s total stake in Raffles Medical was 53.02%. Back o

Weekly Inflows: Raffles Medical, PSC, Jardine C&C, APTT, JB Foods & TCA See Huge Acquisitions

Sporeshare

04-11

$Olam Group(VC2.SI)$ https://www.spore-share.com/2024/04/olam-group-wow-today-seem-some-buying.html Olam Group - Wow! Today seem some buying activities spotted, she is up 3 cents to 1.23. High probability she will rise up to cover the Gapped at 1.26 and continue to rise up further toward 1.34. Pls dyodd. Olam Group - She is rising up to test 1.20 soon! A nice breakout smoothly would likely see her rising up towards 1.30 and above! Pls dyodd. Olam Group - Awesome! A nice breakout smoothly accompanied with high volume this is rather bullish and we may see her rising up to test 1.20 than 1.34 and above! Clearing 1.34 with ease we may see her testing 1.47 than 1.58. Pls dyodd. Olam Group - Nice Breakout at 1.08! She is looking gr