$CapLand Ascendas REIT(A17U.SI)$   CapitaLand Ascendas REIT (CLAR) is proposing to acquire 9 Tai Seng Drive and 5 Science Park Drive for a total purchase consideration of $700 million.  The sum comprises the estimated consideration of $471 million for 9 Tai Seng Drive, a Tier III colocation data centre, and $245 million for 5 Science Park Drive, a premium business space property. The acquisitions are expected to cost CLAR a total of $724.6 million including fees.

I'm watching SIA after it announced a huge drop in 1st quarter results. SIA share price dropped to 7.0 from 7.60.  This is a good opportunity for me to fish up the stock. We might see a rebound in the coming days because of the dividend. To go XD of  30 cents on 08 Aug.. I predict SIA will rebound towards 7.15-7.35. And do not forget to monitor SATS after SIA and Scoot 1st quarter passenger load.. SIA group carried a record 10.3 million passengers, up 6.9% y-o-y in 1QFY2026.

$CapLand Ascendas REIT(A17U.SI)$  $CapitaLandInvest(9CI.SI)$  $Keppel DC Reit(AJBU.SI)$   Both Keppel DC and Capland Ascendas REIT have the golden goose; data centres in their portfolio.  Keppel DC has announced +0.4% in DPU for the 3rd q ended SEP 2024. The increase of DPU was offset by the loss allowances for the Guangdong data centres.  Capitaland inv will face the same issue in China for its property arm . Capland Ascendas REIT will face the drop USD exchange rate in EU.  Overall, all three REITs are in good shape. Accumulate

$SIA(C6L.SI)$   Buy a bit for Coffee.. Counting down to SIA 1H results  Expecting SIA to announce 0.10-0.2 SGD as half year dividend. SIA  group last 3 months carried a total of 9.6m passengers.. The GPLF is around the same as last quarter, but the cargo LF improved significantly for the last 3 months. This cargo LF will contribute a good amount into SIA results. Buy the dip and wait for the rewards. 

$SIA(C6L.SI)$   July PLF :SIA Group’s passenger traffic grew by 3.6% from a year before, while passenger capacity increased by 8.7%. Group carried 3.2 million passengers in total during the month (+6.7% year-on-year). The PLF came in at 85.6%, with SIA 84.7% Scoot 88.9% . SIA experienced lower load factors for East Asia route region notwithstanding robust growth in passenger traffic, due to the substantial capacity expansion in North Asia. Cargo loads +18.5% y-y supported by robust e-commerce demand, some demand spillover resulting from disruptions to sea freight, and port congestion. This outpaced the capacity expansion of 8.2%. Consequently, cargo load factor came in at 57.4% (+5.0% y-y)

$Tesla Motors(TSLA)$   The nearer Tesla getting to 270 the risk to crash again is nearer too. Analysis with 270 to 300 target price is mainly to attract naive buyers into the stock and they get ready to dump out their babies. . . If I'm not wrong, the " 300" also has been talking since 2022...... And 2025 is coming... what a joke!🤣 There are many good EV car manufacturers in the market too. How many Tesla's is on the road? I Don't blindly follow the analysis reports. I look at overall markets demand and situation..

$UnitedHealth(UNH)$   Still early to go onboard.. I predict UNH will close around 255-265 on 21 August 

Bearish under current Government  term.  But when the next election is near ( maybe 3 years from now) , Tesla will turn bullish..  I believe Elon musk has very high chances be the next American President. He is super rich, he has a lot of resources to support his election campaign.  He have millions of supporters. He can or has the ability to make America great again.  All the best to US... Do the good, make things good and set peace for the world.

$CapitaLandInvest(9CI.SI)$   Don't worry. Today is XD day: dividend of 0.12 cents per share and  special dividend-in-specie of 0.031 CapitaLand Integrated Commercial Trust (CICT) 

$SIA(C6L.SI)$  $SIA Engineering(S59.SI)$   SIA Engineering company reports net profit of $38.2 mil for 3QFY2024/2025, handles 8.4% more flights in Singapore y-o-y. Earnings per share for the reporting period came in at 3.42 cents, and net asset value per share as at Dec 31, 2024 was 152 cents.  The group’s revenue grew 11.3% y-o-y to $324.8 million in the 3QFY2024/2025.

I'm so happy for Temasek. Well done.. I'm proud to hold that under the Temasek umbrella. Singtel, Sembcorp and SIA.

$CapLand IntCom T(C38U.SI)$   Capitaland Integrated Commercial Trust (CICT) on Tuesday announced a proposed launch of over 237.5 million new units to raise gross proceeds of around S$500 million, with a minimum offering price of S$2.105.  The issue price range between S$2.105 and S$2.142 per new unit. CICT said that it intends to use around S$466.5 million or 93.3% of these proceeds to finance the proposed S$1 billion acquisition of the remaining 55 % interest in the office and retail component of CapitaSpring, located at 86 and 88 Market Street. 

$Seatrium Ltd(5E2.SI)$   This shows that banks are confident that Seatrium is returning to it's glory day.[Miser]  [Miser]   "  Seatrium : wholly owned subsidiary has secured a S$1.1 billion syndicated bank guarantee facility to grow its business in the future.  Backed by eight financial institutions including DBS Bank and Standard Chartered Bank, the three-year facility is the first of its kind in the offshore and marine industry in Singapore.  "

$Keppel DC Reit(AJBU.SI)$   Keppel, announced that it will divest its data centre joint venture (JV) to Keppel DC REIT (KDC REIT) for a total gross divestment price of $1.38 billion. Keppel DC Reit manager said it intends to finance part of total outlay with about S$973.2 million from the net proceeds raised from an equity fund raising launched on Tuesday.. The deal is expected to be completed by end-2025, $Keppel(BN4.SI)$  

$SATS LTD.(S58.SI)$   Waiting for my coffee [Miser]  [Miser]  [Miser]  

$Seatrium Ltd(5E2.SI)$   STM 3QFY2024 business update:   Order book of $24.4 billion as at Sept. Repairs and upgrades segment continued to do well in the 3QFY2024. During the 9 month period, Seatrium completed 192 repairs & upgrades projects. Seatrium announced that it signed a letter of intent (LOI) with Japan-based Penta-Ocean Construction (POC) to carry out early engineering work for a 5,000 ton fully-revolving heavy lift v (HLV) vessel project for the Japan wind market. 

$SIA(C6L.SI)$   SIA is making its image as a budget airline.. although this measure will increase its profit. Everything needs to pay.. 😡 Maybe next time SIA will charge "coffee tea or me" 😜 SIA has hiked up its seat selection fees for Economy and Premium Economy Classes. A check on the airlines’ site revealed it was updated on Jul 1.  Starting this month, passengers have to pay more for Standard and Forward Zone seats on all routes. There are increases as well for Extra Legroom seats on Southeast Asia and long-haul flights.

doesn't mean that Warren Buffet scooped up 1.6 billion worth of shares will cause UNH to fly .. The news might stabilise the share price for a while but the dip will continue after the news dies down.

$Seatrium Ltd(5E2.SI)$   $16.2 billion contracts = $0.08 [$1.6] (after the formed staff used sea water to wash the car;😁(Operation Carwash)[Cry]   May 2024:  $11 billion order from Brazil+ existing contracts =$27.2 billion [Miser]   So my day dream: $27.2 billion 🟰 🎉🎉🎉

$SATS LTD.(S58.SI)$ $SATS 5xLongSG260716(DQXW.SI)$   Waiting for D-day... Expecting Sats to announce both revenue and profits to surpass last H results with a profit of 82m  to 100m and a dividend for all shareholders of 0.03-0.06 SDG.  Take the risk . bought both sats and it's DLC.  Make or break . Waiting for the party.