To The Moon

The crash is still not deep enough to buy the dip... Can wait for another 1 to 2 more  crashes before buying the cheap

$Keppel(BN4.SI)$   Keppel H2 profit rises 27.2% to S$645.4 million; proposes special dividend of S$0.13 per share.  Proposed a final dividend of S$0.47 per share for FY2025. The final dividend comprises ordinary cash dividends of S$0.034 per share, which includes a proposed final cash dividend of S$0.19 and interim cash dividend of S$0.15 per share paid in August 2025. The final dividend also comprises a special dividend of S$0.13 per share proposed by the board. This includes S$0.02 per share and dividend in-specie of each Keppel Reit unit for every nine Keppel shares held, baked on Keppel Reit’s closing price of S$0.98 on Feb 3, 2026

Is good for both to have some pullback... no stock will rise forever

$Keppel Reit(K71U.SI)$   Keppel Reit DPU -10.4% at S$0.0251 for H2. (Without contribution from the acquisition of 75% interest in Top Ryde City Shopping Centre and the acquisition of an additional one-third interest in MBFC Tower 3.) FY2025 -6.6% y-o-y to 5.23 cents for the 12 months to Dec 31, 2025..  Leverage will be 40.4% after recent preferential offering The distribution will be paid on Mar 25, after a record date of Feb 12.

Amazon is cutting manpower.... Alphabet is a company that everyone needs, from clouds to internet to using browsers

below 140

$CapLand Ascott T(HMN.SI)$   CapitaLand Ascott Trust H2 DPS inches up 0.8% to S$0.0358 The rise in H2 FY2025 DPS follows a 4% growth in revenue to S$439.1 million for the half year. For the full-year, distributable income jumped 11 per cent year on year to S$256.7 million. This brought DPS for FY2025 to S$0.061 Its core DPS fell 4% on the year to S$0.0295, from S$0.0308 in H2 FY2024. The distribution will be paid out on Feb 27, after the record date on Feb 6.

$Sembcorp Ind(U96.SI)$   Sembcorp Industries on Wednesday (Jan 28) said that its wholly owned subsidiary Sembcorp Power will supply memory chip giant Micron with an additional 150 megawatts (MW) of power to support its “growing operations”. SCI has been “supplying up to 450 MW of power to Micron’s Singapore production facilities” as part of an existing power purchase agreement.  The added capacity will not change the agreement’s original 18-year term through 2041.

$Mapletree Ind Tr(ME8U.SI)$   Mapletree Industrial Trust reports 3QFY2026 DPU of 3.17 cents, 7% lower y-o-y. Excluding divestment gains, the REIT’s DPU remained unchanged, but stood 3.9% lower y-o-y. On a q-o-q basis, DPU fell by 0.3%. As at Dec 31, 2025, the REIT’s overall portfolio occupancy stood at 91.4%, 0.1 percentage points higher q-o-q. Overall weighted average lease expiry (WALE) stood at 4.5 years based on date of commencement of leases. Aggregate leverage as at the same period stood at 37.2%, down from 37.3% a quarter ago. 

good