$Mapletree PanAsia Com Tr(N2IU.SI)$ Mapletree PanAsia Com Tr - Today, she went Ex.dividend! Likely to go down to revisit 1.20 again! Pls dyodd. Mapletree PanAsia Com Tr - The 4th Quarter results is out! DPU is up 1.8 percent to 2.29 cents, seems not bad! (DPU) for the fourth quarter ended March grew 1.8 per cent year on year to S$0.0229 from S$0.0225 previously. Unitholders can expect to receive the distribution payout on Jun 6 after book closure on May 3. The real estate investment trust’s (Reit) gross revenue grew 2.6 per cent to S$239.2 million, while net property income (NPI) for the quarter rose 3.2 per cent to S$183.1 million with an NPI margin of 76.6 per cent. https://www.spore-share.com/2024/05/mapletree-panasia-com-t
$Frasers Cpt Tr(J69U.SI)$ Frasers Cpt Tr - This is One of the Rare local retail mall reit that you wouldn't want to miss out! Yielding 5.56 percent which is a great idea for dividend play portfolio! She is going xd on 2nd May, opportunity is back! Pls dyodd. Frasers Cpt Tr - 1st Half Results is out! Gross Revenue is up 2.9 percent to 172.2m, NPI is up 2.1 percent to124.6m. Gearing 38.8 percent. DPU is down 1.8 percent to 6.022 cents, results is not bad! XD 3rd May for balance dividend on 1.772 cents due advance payment of 4.25 cents for PP. Pay date 30th May. Occupancy rate 99.9%. Hopefully, the AEI going to be completed in September at Tampines 1 may help to boost their Gross revenue. Pls dyodd. https://sporeshare.blogs
$CapLand Ascendas REIT(A17U.SI)$ CapitaLand Ascendas REIT - Nibbled a bit at 2.58 i think the price is rather undervalued! Yield is about 5.8 percent, gearing is healthy below 40 percent, occupancy rate is above 94 percent! Pls dyodd. CapitaLand Ascendas REIT - 1st quarter results update is out! Occupancy rate 93.3 percent, Divestment of properties at 64.2m, Gearing is healthy at 38.3 percent and positive rental reversion of 16.9 percent. Chart wise, 2.47 looks like a great pivot support point! Golden opportunity is back! Pls dyodd. https://www.spore-share.com/2024/04/capitaland-ascendas-reit-nibbled-bit-at.html
$ComfortDelGro(C52.SI)$ https://www.spore-share.com/2024/04/comfortdelgro-she-has-managed-to-close.html ComfortDelGro - She has managed to close well at 1.50 again, beautiful! Need a nice breakout smoothly to take it further! Pls dyodd. Breaking out of 1.50 with ease would likely see her testing 1.60 soon! Not a call to buy or sell! ComfortDelGro AGM today - 26th April 10am at Suntec Convention center, nice bento set lunch. Awesome! I think is good to makE some efforts to attend as many AGM as you can! Can really see how the management team reacting to questions being posted by the sh. ComfortDelGro management team especially the CEO is very good in answering and proactively mingled with the sh during the lunch break. A GOOD tea
$Mapletree Log Tr(M44U.SI)$ https://sporeshare.blogspot.com/2024/04/mapletree-log-tr-4th-quarter-results-is.html Mapletree Log Tr - 4th quarter results is out! Gross Revenue is up 1.2 percent to 181m, NPI is up 0.6 percent to 155m, DPU is down 2.5 percent to 2.211 cents marginally due to enlarged no of unit base, rental reversion increased 2.9 percent, gearing 38.9 percent which is quite healthy! I think the results is quite resilient! Pls dyodd. Occupancy rate 96%. XD 2.211 cents on 7th May Pay date 26th June. Fixed loan rate of 84%. Do take note.
$CapitaLandInvest(9CI.SI)$ I have added quite a bit for CapLand Investment. Started accumulating at 3.01. I think only time will tell if the Investment is fruitful! Pls dyodd. Total revenue for 1Q24 was stable YoY at $650m Fee income related business revenue was up 7% YoY to $274m. Revenue composition continue to shift towards asset-light fee-based model 7.1B undrawn group cash facilities. Operating cash flow of 198m. The group achieved funds under management of S$100 billion. It aims to grow this figure to S$200 billion by 2028 on the back of organic expansion and strategic inorganic initiatives, such as the selective pursuit of bolt-on or transformative mergers and acquisitions. At 2.63, yield is about 4.56% of which I think
$Mapletree Log Tr(M44U.SI)$ I think the recent poor share price performance is fundamentally driven by market and macro factors and is not solely attributable to MLT. Mapletree Log Tr - This is another counter that I have been added quite a bit due to current depressing markets situation of the higher interest rate environment. I believe price has become super undervalued! Pls dyodd. Mapletree Log Tr - Wah, she is on a continuous selling down pressure! At 1.34, yield is a whopping 6.74 percent looks like a crisis price! NAV 1.39, Gearing below 40 percent. Looks like super oversold! Chart wise, it may go down to test 1.30 than 1.25. Pls dyodd. At current price looks like market is MLT(Mapletree Log Tr) - The rebound was
$CapLand Ascott T(HMN.SI)$ 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
$Keppel(BN4.SI)$ Keppel Limited - Chart wise, bearish mode! If 6.84 cannot hold then we may see further downwards movements! Pls dyodd. Breaking down of the support level at 6.84 would be rather Negative! She may likely go down to test 6.62 than 6.32 with extension to 6.00. Not a call to buy or sell. https://www.spore-share.com/2024/04/keppel-limited-chart-wise-bearish-mode.html
$CapitaLandInvest(9CI.SI)$ Total revenue for 1Q24 was stable YoY at $650m Fee income related business revenue was up 7% YoY to $274m. Revenue composition continue to shift towards asset-light fee-based model 7.1B undrawn group cash facilities. Operating cash flow of 198m. At 2.63, yield is about 4.56% of which I think is quite a decent yield level. ICR is about 3.8x. Pls dyodd. https://www.spore-share.com/2024/04/capitaland-investment-total-revenue-for.html?m=1