$Keppel DC Reit(AJBU.SI)$   Keppel DC Reit launches preferential offering at S$2.03 apiece It is on the basis of 86 preferential units for every 1,000 existing units The non-renounceable preferential offering, which is on the basis of 86 preferential units for every 1,000 existing units, opens on Monday at 9 am and will close on Dec 10.

$CapLand Ascendas REIT(A17U.SI)$  $CapitaLandInvest(9CI.SI)$  $Keppel DC Reit(AJBU.SI)$   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)

$Seatrium Ltd(5E2.SI)$   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.

$Seatrium Ltd(5E2.SI)$   $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.

$Mapletree Log Tr(M44U.SI)$   Mapletree Logistics Trust issued 253,899 new units as payment for acquisition fees related to its June purchase of two logistics assets in Vietnam, according to a Monday filing on the Singapore Exchange. The units, issued at between SG$1.3340 and SG$1.3317 each, represent 0.5% of the acquisition price. The share price been diluted 2ns times within 6 months...Bad.....

$Seatrium Ltd(5E2.SI)$   Seatrium inks two-year retrofit deal with Greece’s largest shipowner Angelicoussis Group has signed a favoured customer contract with Singapore shipyard group Seatrium. The contract between the largest shipping group in Greece and Seatrium is for two years with a one-year renewable option includes the retrofit of 10 to 15 vessels a year from Angelicoussis’ fleet of LNG carriers, tankers and bulkers, that operate under Maran Gas, Maran Tankers, and Maran Dry.

$SIA(C6L.SI)$   1Q 24/25 +452m PLF 3.2m vs 3.3m vs___🥷 Cargo LF [Call]  [Call]  for the last 2 months. Predict SIA will announce 0.12-0.20 dividends for 1H24/25 since currently SIA is cash rich after redeemed all the McbS. Accumulate SIA for the 1H results and accumulate SATS together with SIA. since SATs is  the main foods provider for SIA flights.. Countdown for the party in few weeks time.

$Singtel(Z74.SI)$   After completed the acquisition: With Indus Towers becoming a part of Bharti Group, the number of listed companies controlled by the telecom major has grown to three. The three together are now valued at ₹11.10 lakh crore, which is ₹8,122 crore higher than that of ICICI Group.. Singtel will benefit. Singtel one of the major shareholder of Bharti Telco. Expecting another good quarter results from Singtel. 

$SIA(C6L.SI)$   Group PLF in Sep at 86.1%. with SIA and Scoot posting monthly load factors of 85.7% and 87.3 %. SIA and Scoot carried 3.1 million passengers in Sep😭 . That's was the main reason SIA  flying round and round 638-652.. . 3.1m is not a nice number for SIA.. The number didn't meet my expectation but with the help from its cargo LF, the 1H results will be around the last FY 2H.  Expecting SIA to announce 0.1-0.15 dividend  Suprise dividends: 0.12-0.18(0.2)

$ThaiBev(Y92.SI)$   ThaiBev will transfer to TCC Assets all of its 28.78% shareholding in Frasers Property TQ5 2.5% (FPL). TCC Assets will transfer its 41.30% shareholding in Fraser and Neave (F&N) to ThaiBev. Upon completion, ThaiBev will hold 69.61% of F&N compared to 28.31% previously. TCC Assets will own 86.89% of FPL (up from 58.01%).$Frasers Property(TQ5.SI)$  

$KEPPEL REIT(K71U.SI)$   Keppel Reit’s nine-month distributable income falls 1.9% to S$160.6 milliono n higher borrowing costs. When Keppel distributed Keppel REIT shares to its shareholders in 2023, I totally removed keppel REIT from my portfolio too.  I will prefer data REITs for better capital gains opportunity. AI investments have flooded the markets. More and more companies are rushing into data centres business.  Prefer REITs :$CapLand Ascendas REIT(A17U.SI)$  $Keppel DC Reit(AJBU.SI)$ $Mapletree Ind Tr(ME8U.SI)$  

$Seatrium Ltd(5E2.SI)$   Seatrium wins $11 billion order from Brazil.💫 The $11 billion from these two floating production and storage and offloading vessels, dubbed P-84 and P-85, will be a significant boost to the company's net order book of $16.2 billion as indicated in its AGM presentation in April.🚀 Construction will start in the first quarter next year and be completed in 2029B💰💰