In the five trading sessions, almost 90 changes to director interests and substantial shareholdings were filed for nearly 50 primary-listed stocks. Directors or chief executive officers filed 22 acquisitions and three disposals; substantial shareholders filed 10 acquisitions and seven disposals.Wilmar and Raffles Medical chairmen continue buying spree1. $Wilmar Intl(F34.SI)$ Between May 9 and 16, Wilmar International chairman and CEO Kuok Khoon Hong increased his deemed interest in the global agri-business by 4,041,000 shares. This increased his total interest from 13.85% to 13.91%.HPRY Holdings, Longhlin Asia, Hong Lee Holdings and Jaygar Holdings each acquired 1,010,250 shares at an average price of S$3.16 per share. Kuok has been gradually in
Retail flows remain cautiously optimistic for S-Reits
Softer US inflation data that came out the past week fuelled expectations of rate cuts once more. The US consumer price index increased 0.3% from March to April but was lower than what markets were expecting.This resulted in markets reacting positively to the news which saw Asian equities rally on Thursday (May 16) and Treasury yields decline.According to the CME Fed Watch tool, traders are also pricing in a 70% probability of a rate cut as early as September.The iEdge S-Reit Index also rallied on Thursday, gaining 2%. Within the sector, some of the top movers for the day were $Prime US ReitUSD(OXMU.SI)$ , $Mapletree PanAsia Com Tr(N2IU.SI)$ , $Keppel DC Rei
$Sea Ltd(SE)$ to me feels like a lost cause, they missed a huge opportunity.Chart wise, I like this resistance which got rejected strongly on every test since 2022.A break above 71 is the ideal scenario to go long.[LOL][LOL][LOL]
$Sea Ltd(SE)$People tend to forget that while SE was founded 15 years ago, it was merely a gaming co.Shopee has only been around for 9 years and has managed to fend off intense competition from heavily backed entities in the most competitive market in the world, all while maintaining the highest market share![Grin][Grin][Grin]
$Sea Ltd(SE)$This was just from late Jan. That P/S was so ridiculously low. We were all swooping in to grab that deal of the year. Not even close to done yet, but it may consolidate for a month or so before resuming forward progress prior to next ER. Buy on any market wide weakness.
$Sea Ltd(SE)$ The problem is SE usually only send a parcels in the center of city that cost very low with how density it is and push the high cost of countryside to other logistic company so if they keep expanding maybe get some economy of scale but more likely get lower margin even possibly loss due to countryside.[Sweats][Sweats][LOL][LOL][LOL]
APAC Financials Dividend Plus ETF Debuts on SGX: Index Holds DBS, OCBC, and UOB with a 5.3% Yield
The Lion-OCBC Securities APAC Financials Dividend Plus ETF has debuted on Singapore Exchange with Assets under Management (AUM) of S$47 million. Tracking the iEdge APAC Financials Dividend Plus Index, the ETF is designed to provide access to stable dividend payout attributes and growth in the financial sector, with the APAC region consisting of Australia, Hong Kong, Japan, Singapore, Korea, Indonesia, Malaysia, and Thailand. The five current largest weights of the underlying iEdge APAC Financials Dividend Plus Index are tabled below. iEdge APAC Financials Dividend Plus Index CodeCountry ListedFull Mkt Cap USD (Bn)Index Weight (%)USD Total Return YTD %USD Total Return 2019 - 10 May 2024 %ROE %Div Yield %DBS Group Holdings D05SG74.37.41787175.4Oversea-Chinese Banking &nbs
The five trading sessions saw more than 80 changes to director interests and substantial shareholdings filed for around 40 primary-listed stocks. Directors or chief executive officers filed 16 acquisitions and two disposals, while substantial shareholders filed six acquisitions and one disposal.Wilmar & Raffles Medical Chairs Continue to Acquire More Shares1. $Wilmar Intl(F34.SI)$ Between May 6 and 9, Wilmar International chairman and CEO Kuok Khoon Hong increased his deemed interest in the global agribusiness by 5,762,800 shares. This raised his total interest from 13.81% to 13.9%.HPRY Holdings, Longhlin Asia, Hong Lee Holdings and Jaygar Holdings each acquired 1,440,700 shares at an average price of S$3.18 per share.Kuok’s preceding acquis
The four trading sessions saw more than 100 changes to director interests and substantial shareholdings filed for more than 50 primary-listed stocks. Directors or CEOs filed 19 acquisitions, and one disposal, while substantial shareholders filed three acquisitions and two disposals.Seatrium initiates buyback programme1.Seatrium $Seatrium(S51.SI)$ ’s reverse stock split of one share for every 20 shares is scheduled to go ex-entitlement on May 7, with the record date on May 8. This share consolidation was proposed back in February. On Apr 29, Seatrium also announced it would initiate a S$100 million share buyback programme to repurchase its shares from the open market, using existing cash reserves. The repurchased shares will serve various purpose
$Sea Ltd(SE)$Weekly chartReaching the top of the broadening formation will see if it goes thru the yellow line to continue or gets rejected to fill gap around $56.It’s the right time to buy in and wait to be rewarded!
$Sea Ltd(SE)$If you didn't see it yet- now you can.BIG breakout happening in this under the radar name. MASSIVE UPSIDE POTENTIAL.(Do not sleep on this- Add to your WL)Bull flagging in process, clear the room or get ya neck broke. LONGGGG
Inflows into SRT & CLR reach 19-month high in April
Investing in exchange-traded funds (ETF) has become increasingly popular as it provides instant diversification into a basket of securities, transparency and tradability, as well as lower fees and transaction costs. This is probably why the ETF industry exceeded US$11 trillion in global assets under management (AUM) in 2023, after growing 24% year on year since the end of 2022, according to data from ETFGI.In Asia-Pacific ex-Japan, the ETF industry saw a larger increase, with AUM growing 35% to over US$780 trillion at the end of 2023. In Singapore, retail and institutional clients have also seen ETF adoption grow with AUM almost doubling in the past four years.Much of this increase was driven by the growth in the usage of ETFs as an SRS (Supplementary Retirement Scheme) portfolio construct
Weekly Inflows: LHT, Bumitama and JB Foods directors add to stakes
The five trading sessions saw close to 60 changes to director interests and substantial shareholdings filed for 30 primary-listed stocks. Directors or CEOs filed 11 acquisitions, and one disposal, while substantial shareholders filed six acquisitions and no disposals.LHT, Bumitama and JB Foods directors add to stakes1.LHT HoldingsBetween Apr 19 and 23, $LHT(BEI.SI)$ managing director Yap Mui Kee acquired 138,000 shares at an average price of S$1.186 per share. With a consideration of S$163,630, this took her direct interest in the homegrown pallet manufacturer from 16.92% to 17.18%. Yap has gradually increased her direct interest in LHT from 14.12% in August 2021.2.Bumitama AgriBetween Apr 22 and 23,
$CapLand Ascott T(HMN.SI)$ 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
$Sea Ltd(SE)$Global e-commerce sales are expected to have a 9% CAGR & surpass $8 trillion by 2027.During the rank, I think the Sea will have a promising future and can enlarge the market share surely!I will add it to my positions![Sly][Sly][Sly][Tongue]
$Sea Ltd(SE)$You can lengthen your timeframe to see the bigger picture.Sea has potential market in Northeast area and tends to explode its market share in the future! Hope it can be booming and be driven to higher market price![Miser][Miser][Miser]
Retail flows remain cautiously optimistic for S-Reits
Softer US inflation data that came out the past week fuelled expectations of rate cuts once more. The US consumer price index increased 0.3% from March to April but was lower than what markets were expecting.This resulted in markets reacting positively to the news which saw Asian equities rally on Thursday (May 16) and Treasury yields decline.According to the CME Fed Watch tool, traders are also pricing in a 70% probability of a rate cut as early as September.The iEdge S-Reit Index also rallied on Thursday, gaining 2%. Within the sector, some of the top movers for the day were $Prime US ReitUSD(OXMU.SI)$ , $Mapletree PanAsia Com Tr(N2IU.SI)$ , $Keppel DC Rei
In the five trading sessions, almost 90 changes to director interests and substantial shareholdings were filed for nearly 50 primary-listed stocks. Directors or chief executive officers filed 22 acquisitions and three disposals; substantial shareholders filed 10 acquisitions and seven disposals.Wilmar and Raffles Medical chairmen continue buying spree1. $Wilmar Intl(F34.SI)$ Between May 9 and 16, Wilmar International chairman and CEO Kuok Khoon Hong increased his deemed interest in the global agri-business by 4,041,000 shares. This increased his total interest from 13.85% to 13.91%.HPRY Holdings, Longhlin Asia, Hong Lee Holdings and Jaygar Holdings each acquired 1,010,250 shares at an average price of S$3.16 per share. Kuok has been gradually in
APAC Financials Dividend Plus ETF Debuts on SGX: Index Holds DBS, OCBC, and UOB with a 5.3% Yield
The Lion-OCBC Securities APAC Financials Dividend Plus ETF has debuted on Singapore Exchange with Assets under Management (AUM) of S$47 million. Tracking the iEdge APAC Financials Dividend Plus Index, the ETF is designed to provide access to stable dividend payout attributes and growth in the financial sector, with the APAC region consisting of Australia, Hong Kong, Japan, Singapore, Korea, Indonesia, Malaysia, and Thailand. The five current largest weights of the underlying iEdge APAC Financials Dividend Plus Index are tabled below. iEdge APAC Financials Dividend Plus Index CodeCountry ListedFull Mkt Cap USD (Bn)Index Weight (%)USD Total Return YTD %USD Total Return 2019 - 10 May 2024 %ROE %Div Yield %DBS Group Holdings D05SG74.37.41787175.4Oversea-Chinese Banking &nbs
Inflows into SRT & CLR reach 19-month high in April
Investing in exchange-traded funds (ETF) has become increasingly popular as it provides instant diversification into a basket of securities, transparency and tradability, as well as lower fees and transaction costs. This is probably why the ETF industry exceeded US$11 trillion in global assets under management (AUM) in 2023, after growing 24% year on year since the end of 2022, according to data from ETFGI.In Asia-Pacific ex-Japan, the ETF industry saw a larger increase, with AUM growing 35% to over US$780 trillion at the end of 2023. In Singapore, retail and institutional clients have also seen ETF adoption grow with AUM almost doubling in the past four years.Much of this increase was driven by the growth in the usage of ETFs as an SRS (Supplementary Retirement Scheme) portfolio construct
The five trading sessions saw more than 80 changes to director interests and substantial shareholdings filed for around 40 primary-listed stocks. Directors or chief executive officers filed 16 acquisitions and two disposals, while substantial shareholders filed six acquisitions and one disposal.Wilmar & Raffles Medical Chairs Continue to Acquire More Shares1. $Wilmar Intl(F34.SI)$ Between May 6 and 9, Wilmar International chairman and CEO Kuok Khoon Hong increased his deemed interest in the global agribusiness by 5,762,800 shares. This raised his total interest from 13.81% to 13.9%.HPRY Holdings, Longhlin Asia, Hong Lee Holdings and Jaygar Holdings each acquired 1,440,700 shares at an average price of S$3.18 per share.Kuok’s preceding acquis
The four trading sessions saw more than 100 changes to director interests and substantial shareholdings filed for more than 50 primary-listed stocks. Directors or CEOs filed 19 acquisitions, and one disposal, while substantial shareholders filed three acquisitions and two disposals.Seatrium initiates buyback programme1.Seatrium $Seatrium(S51.SI)$ ’s reverse stock split of one share for every 20 shares is scheduled to go ex-entitlement on May 7, with the record date on May 8. This share consolidation was proposed back in February. On Apr 29, Seatrium also announced it would initiate a S$100 million share buyback programme to repurchase its shares from the open market, using existing cash reserves. The repurchased shares will serve various purpose
Weekly Inflows: LHT, Bumitama and JB Foods directors add to stakes
The five trading sessions saw close to 60 changes to director interests and substantial shareholdings filed for 30 primary-listed stocks. Directors or CEOs filed 11 acquisitions, and one disposal, while substantial shareholders filed six acquisitions and no disposals.LHT, Bumitama and JB Foods directors add to stakes1.LHT HoldingsBetween Apr 19 and 23, $LHT(BEI.SI)$ managing director Yap Mui Kee acquired 138,000 shares at an average price of S$1.186 per share. With a consideration of S$163,630, this took her direct interest in the homegrown pallet manufacturer from 16.92% to 17.18%. Yap has gradually increased her direct interest in LHT from 14.12% in August 2021.2.Bumitama AgriBetween Apr 22 and 23,
Weekly Inflows: JEP, Plato Capital, Hai Leck, LHT, GSH & International Cement See Huge Acquisitions
The five trading sessions had close to 100 changes to director interests and substantial shareholdings filed for 40 primary-listed stocks. Directors or CEOs filed 20 acquisitions and five disposals, while substantial shareholders filed 14 acquisitions and four disposals.Plato Capital chairman Lim Kian Onn boosts his stake1.JEP HoldingsUMS Holdings acquired 7.3 million shares in $JEP(1J4.SI)$ representing 1.77% of the company from Andy Luong, who serves as chairman and CEO of both companies. This means Luong no longer maintains a direct interest in JEP Holdings. His deemed interest is 78.84%, given that he holds 14.9% of the issued share capital of UMS Holdings, which in turn maintains the 78.84% direct interest in JEP Holdings.2.Plato CapitalOn
$Sea Ltd(SE)$ The problem is SE usually only send a parcels in the center of city that cost very low with how density it is and push the high cost of countryside to other logistic company so if they keep expanding maybe get some economy of scale but more likely get lower margin even possibly loss due to countryside.[Sweats][Sweats][LOL][LOL][LOL]
$Sea Ltd(SE)$People tend to forget that while SE was founded 15 years ago, it was merely a gaming co.Shopee has only been around for 9 years and has managed to fend off intense competition from heavily backed entities in the most competitive market in the world, all while maintaining the highest market share![Grin][Grin][Grin]
$Sea Ltd(SE)$ to me feels like a lost cause, they missed a huge opportunity.Chart wise, I like this resistance which got rejected strongly on every test since 2022.A break above 71 is the ideal scenario to go long.[LOL][LOL][LOL]
27 S-REITs have confirmed the release of their financial results
27 out of 41 Singapore real estate investment trusts and property trusts (S-REITs) have confirmed the release of their financial results or business updates for the respective periods ended Mar 31, 2024. Of those, 19 will report business updates and eight will report financial results.NameRelease DateRelease TimeFor PeriodTypeSabana REIT15-AprAfter MktQ1Business UpdateKeppel Pacific Oak US REIT17-AprBefore MktQ1Business UpdateCapitaLand Integrated Commercial Trust19-AprBefore MktQ1Business UpdateKeppel DC REIT19-AprBefore MktQ1Business UpdateCapitaLand Ascendas REIT22-AprAfter MktQ1Business UpdateKeppel REIT23-AprBefore MktQ1Business UpdateCapitaLand Ascott Trust24-AprBefore MktQ1Business UpdateCapitaLand China Trust24-AprBefore MktQ1Business UpdateCapitaLand India Trust*24-AprAfter MktQ1B
$Sea Ltd(SE)$This was just from late Jan. That P/S was so ridiculously low. We were all swooping in to grab that deal of the year. Not even close to done yet, but it may consolidate for a month or so before resuming forward progress prior to next ER. Buy on any market wide weakness.
The five trading sessions saw more than 80 changes to director interests, and substantial shareholdings filed for more than 40 primary-listed stocks. Directors or chief executive officers filed 25 acquisitions and four disposals, while substantial shareholders filed 10 purchases and four disposals.Share buybacks by primary-listed companies1.Raffles Medical GroupBetween Mar 14 and 20, $Raffles Medical(BSL.SI)$ executive chairman Loo Choon Yong bought 700,000 shares at an average price of S$1.035 per share, which increased his total interest from 53.76% to 53.79%. This followed his acquisition of 13.6 million shares between Feb 27 and Mar 13.Prior to the recent spate of acquisitions, Dr Loo’s total stake in Raffles Medical was 53.02%. Back o