$SINGTEL(Z74.SI)$Extract from Maybank Kim eng report. SGD2.4b.5G and NCS: The new growth drivers for SingtelSingtel also annouced its new, long-term strategic direction. It aims to capture untapped 5G growth from consumer and enterprise businesses, develop new growth engines in ICT through subsidiary NCS and unlocking the value of its infrastructure assets through partial sale of assets such as Optus tower. This is within what we were expecting and we look forward to more detailed plans on execution. Having said that, the strategic reset is a positive development as it provides the new CEO a clean slate to affect changes. As part of this, we think potential partial stake sales could include BHARTI and INTUCH. Nevertheless, Singtel is unlikely to ex

$MAPLETREE INDUSTRIAL TRUST(ME8U.SI)$Extract from 2 June Business time. This is for the parent company. “In FY21, the group syndicated its first European office fund in March, which raised €507 million (S$813 million).Mapletree expanded its office portfolio with acquisitions in North America, South Korea and the Netherlands for around $1.8 billion. It also made acquisitions in India, China, Japan, Australia and Hong Kong across logistics, residential and data sectors. The total investment amounted to $3.7 billion, including development.The purchase of three warehouses in India was Mapletree's maiden entry into the country's logistics sector. The land acquired in Japan will house Kyushu's largest logistics warehouse upon its completion in 2024. The

$SUNPOWER GROUP LTD.(5GD.SI)$Extract from UOB Kayhian research report on 09. April 21.Following the record PATMI achieved in 2020, 2021 will be a year of transformation for Sunpower. In the midst of disposing of its order-driven M&S segment, Sunpower’s focus will turn towards achieving scale as an industrial steam-power producer in China. With enhanced cash flow generation ability and long-term revenue visibility, valuations should improve going forward, in our view. Re-iterate BUY with a slightly higher target price of S$1.11.• Awaiting approval for M&S disposal. Sunpower Group (Sunpower) will be holding a special general meeting on 16 Apr 21, to seek shareholders’ approval for the proposed disposal of the manufacturing and services (M&

$KRISENERGY LTD.(SK3.SI)$Extract fromSgx annoucment 4 June . This may have impact on Keppel Corp. KrisEnergy Ltd. submits Winding Up PetitionSingapore, 4 June 2021 – KrisEnergy Ltd. (“KrisEnergy” or the “Company”, and together with its subsidiaries, the “Group”), an independent upstream oil and gas company, refers to the following announcements:1. the announcement dated 31 March 2021 in relation to updates on the Apsara oil field development and restructuring exercise;2. the announcement dated 20 April 2021 in relation to further updates on the restructuring exercise; and3. the announcement dated 28 April 2021 in relation to updates on the Apsara oil field review by third-party petroleum engineering consultant, Netherland, Sewell & Associates,

$FRASERS LOGISTICS & IND TRUST(BUOU.SI)$From sgx announcement.extract.  FLCT TO JOIN THE STRAITS TIMES INDEX ON 13 APRIL 2021 SINGAPORE, 9 APRIL 2021Frasers Logistics & Commercial Asset Management Pte. Ltd., the manager of Frasers Logistics & Commercial Trust (“FLCT” and the manager of FLCT, the “REIT Manager”), is pleased to announce that FLCT will be included in the Straits Times Index (STI) from 13 April 2021.Mr. Robert Wallace, Chief Executive Officer of the REIT Manager, said, “We are delighted that FLCT will be included as a constituent of the STI. Our inclusion into the benchmark index for the Singapore stock market bears testament to the progress we have made as a listed real estate investment trust (“REIT”), which we trus

$Nanofilm(MZH.SI)$SINGAPORE (THE BUSINESS TIMES) - Mainboard-listed Nanofilm Technologies has entered into a non-binding term sheet for a joint venture with Temasek Holdings to tap opportunities in the hydrogen energy economy.Sydrogen Energy, the joint venture between the nanotechnology solutions provider and Temasek subsidiary Venezio Investments, will apply Nanofilm's advanced materials surface solutions to critical components in fuel cell and electrolyser systems. (Source business time 19 april 2021)

$SINGAPORE POST LIMITED(S08.SI)$Extract from SGX announcement . 31 may 2021 resignation of director and group ceo. The group CEO has resigned to pursue other opportunities. He will support handover until 31 August 2021 or earlier as maybe agreed with SingPost. SingPost will announce a new group ceo in due course. The board isconsidering both internal and external candidates.

$COMFORTDELGRO CORPORATION LTD(C52.SI)$Interesting observation from SGX announcements. Noticed this company sell and buy back comfort Delgro stocks within few days.Initially it ceases to a major shareholders and then buy back more shares, higher price. HmmExtract from the edge on the first transaction when it sold off CDG shares. And Sgx annoucment on 27 May 21 today has records of it buying shares more shares and becoming substantial shareholder again. 

$DBS GROUP HOLDINGS LTD(D05.SI)$Extract From the edge 22 May 2021. Piyush Gupta, the CEO of DBS Group Holdings, has sold $1.75 million worth of DBS shares via market transaction.According to a filing on SGX, Gupta, on May 20, sold 58,900 DBS shares at $29.75 per share.On May 14 and 18, Gupta had sold 150,000 and 100,000 shares in DBS at $29.8868 and $29.5006 apiece respectively, bringing the total amount netted (from the sale of shares on all three days) to $9.18 million.Gupta, who previously held a 0.097% stake in DBS comprising 2.48 million shares on May 14, now holds a 0.085% stake comprising 2.17 million shares in the group.Shares in DBS closed 21 cents higher or 0.7% up at $29.83 on May 21.

$TUAN SING HOLDINGS LIMITED(T24.SI)$Read this from DBS recommendation report 3 May 2021.  Tuan sing is doing partial divestment of Gultech. This is expected to be completed by 31 JULY 2021. DBS estimated Tuan sing may gain about S$60 m from the deal. Thus they think this stock could go up. Per DBS report, Tuan sing also announced that they are looking into listing of Gultech in China. Tuan sing is expected to hold 38.7% of Gultech post the partial divestment. 

$SEMBCORP MARINE LTD(S51.SI)$sigh 

$SEMBCORP MARINE LTD(S51.SI)$Business time 

$DBS GROUP HOLDINGS LTD(D05.SI)$https://sginvestors.io/sgx/stock/d05-dbs/target-price . Sharing . Reading some of the analysts’ reports and their target prices to understand the stock better. Note UOB Kayhian has a report on 19 Feb about DBS India operations. Do Have a quick read to understand the situation. 

$CapitaLandInves(9CI.SI)$nice 

$Lendlease Global Commercial REIT(JYEU.SI)$Extract from sgx annoucmement 7 June 21. LREIT will leverage its strong balance sheet to fund this acquisition through debt or a combination of debt and proceeds from the issuance of perpetual securities. The acquisition, which is conditional upon LREIT unitholders’ approval, is expected to complete by 30 September 2021.Mr Kelvin Chow, Chief Executive Officer of the Manager, said, “The proposed acquisition is in line with our strategy of continually optimising LREIT’s portfolio and demonstrates our commitment to achieve sustainable returns and growth. The acquisition price is attractive for a high-quality asset like Jem.”“Following the acquisition, the enlarged portfolio size of $1.8 billion will have a d

$SEMBCORP MARINE LTD(S51.SI)$From Sgx announcment . New contract .

$SINGTEL(Z74.SI)$Extract from the Edge. 25 May 2021 . In thearticle, DBS analyst presented both Bull and Bearviews . 2.93 or 2. Hmm. Check it out from website . 

$SEMBCORP INDUSTRIES LTD(U96.SI)$Extract from OCBC research. Fair value estimate 2.50. Potential catalysts: 1.accretive acquisition in the regions at reasonable valuation multiples 2. Improvement on the ESG front with further push Into renewables 3. Unlocking of values in subsidiaries/associates . Investment risks are 1. Macroeconomis deterioration 2. Drag in India, the UK; assets impairment 3. Acquisitions and integration risk; execution hiccups