Mapletree PanAsia Com Tr - I think seem like she is trading at crisis price! At 1.25, yield is about 7.1 percent, NAV 1.71, Yearly dividend of 8.9 cents, Gearing is about 40 percent looks like great price is here! Pls dyodd.

 Mapletree PanAsia Com Tr  - I think seem like she is trading at crisis price! At 1.25, yield is about 7.1 percent,  NAV 1.71, Yearly dividend of 8.9 cents, Gearing is about 40 percent looks like great price is here! 

Pls dyodd. 

Mapletree PanAsia Com Tr  - I think boat is back! At 1.39, yield is about 6.4 percent,  NAV 1.73, Gearing is slightly above 40 percent. Do take note! 

One of the index reit counter that is yielding more than 6.3% I think might be a good pivot point! 

Pls dyodd. 

  Mapletree PanAsia Com Tr  - 3rd quarter results is out! Gross Revenue is up 0.8 percent to 241.5m, NPI is up 1.7% to 182.4m but Distribution is down 9.1% due to higher finance costs increasing 14%. Gearing 40.8%. 

Occupancy rate 96.7%.

XD 5th February. DIVIDEND 2.2 CENTS.

Pay date 14th March.  

I think results is so so. 

PLS dyodd. 

 — gross revenue and NPI both gained 10.1% and 8.7% YOY for 2Q24

— DPU down 8.2% YOY to 2.24 cents

— portfolio occupancy 96.3%

— gearing 40.7% with 79.9% debt on fixed

— Stable financial performance: Singapore drove growth with better performance while largely stable contributions from overseas properties were weighed down by stronger SGD

— Festival Walk: Sustained revenue supported by near full occupancy, shopper and tenant sales recovery, and continued progress towards rental stabilisation

 

. 

Mapletree Pan Asia Commercial Trust (“MPACT”) is a real estate investment trust (“REIT”) positioned to be the proxy to key gateway markets of Asia. Listed on the Singapore Exchange Securities Limited (“SGX-ST”), it made its public market debut as Mapletree Commercial Trust on 27 April 2011 and was renamed MPACT on 3 August 2022 following the merger with Mapletree North Asia Commercial Trust.

Its principal investment objective is to invest on a long-term basis, directly or indirectly, in a diversified portfolio of income-producing real estate used primarily for office and/or retail purposes, as well as real estate-related assets, in the key gateway markets of Asia (including but not limited to Singapore, China, Hong Kong¹, Japan and South Korea).

MPACT’s portfolio comprises 18 commercial properties across five key gateway markets of Asia – five in Singapore, one in Hong Kong, two in China, nine in Japan and one in South Korea. They have a total NLA of 11.0 million square feet and valued at S$17.1 billion. 

Within Singapore, they are:

• VivoCity – Singapore’s largest mall located in the HarbourFront Precinct;
• Mapletree Business City (“MBC”) – a large-scale integrated office, business park and retail complex with Grade A building specifications, supported by ancillary retail space, located in the Alexandra Precinct;
• mTower – an established integrated development with a 40-storey office block and a three-storey retail centre, Alexandra Retail Centre (“ARC”), located in the Alexandra Precinct;
• Mapletree Anson – a 19-storey premium office building located in the Central Business District (“CBD”); and
• Bank of America HarbourFront (“BOAHF”) – A premium six-storey office building located in the HarbourFront Precinct.

Outside Singapore, they are:

• Festival Walk, Hong Kong – a landmark territorial retail mall with an office component;
• Gateway Plaza, China – a Grade A office building with a podium area in Lufthansa sub-market within Beijing;
• Sandhill Plaza, China – a Grade A business park development in Zhangjiang Science City, a key business and innovation hub in Pudong, Shanghai;
• Japan Properties – nine freehold properties comprising five office buildings in Tokyo (IXINAL Monzen-nakacho Building, Higashi-nihonbashi 1-chome Building, TS Ikebukuro Building, Omori Prime Building and Hewlett-Packard Japan Headquarters Building); an office building in Yokohama (ABAS Shin-Yokohama Building) and three office buildings in Chiba (SII Makuhari Building, Fujitsu Makuhari Building and mBAY POINT Makuhari); and
• The Pinnacle Gangnam, South Korea – a freehold Grade A office building with retail amenities located in Gangnam Business District, Seoul.

MPACT is one of the three REITs sponsored by Mapletree Investments Pte Ltd (“MIPL” or the “Sponsor”), a leading real estate development, investment, capital and property management company headquartered in Singapore.

MPACT is managed by MPACT Management Ltd. (“MPACTM” or the “Manager”), a wholly-owned subsidiary of MIPL. The Manager aims to provide unitholders of MPACT (“Unitholders”) with a relatively attractive rate of return on their investment through regular and steady distributions, and to achieve long-term stability in Distribution per Unit (“DPU”) and Net Asset Value (“NAV”) per Unit, while maintaining an appropriate capital structure for MPACT.

2022 FY Financial results:

MPACT Achieves 65.4% and 62.6% Growth in FY22/23 Gross Revenue and Net Property Income

Full-year distribution per unit (“DPU”) totalled 9.61 Singapore cents.

Boosted by contribution from properties acquired through the merger1.

Better performance of core assets, VivoCity and Mapletree Business City (“MBC”), cushioned higher utility and finance costs in FY22/23. 

Positive rental reversion recorded by all markets except Greater China.

VivoCity’s full-year tenant sales set new record at over S$1 billion, and asset enhancement initiative (“AEI”) on Level 1 on track for opening from end-May 2023.

Improvement in shopper traffic and tenant sales at Festival Walk with the lifting of COVID measures and reopening of border with Mainland China.

Successfully renewed major leases at Bank of America HarbourFront, Festival Walk, Gateway Plaza and MBC during the year, adding to portfolio resilience.

SingTel - She is looking great to retest 2.51 again! A nice breakout smoothly accompanied with good volume we may likely see her rising up towards 2.66. Pls dyodd.

SingTel  - She is looking great to retest 2.51 again! A nice breakout smoothly accompanied with good volume we may likely see her rising up towards 2.66. 

Pls dyodd.  

Will it be the case of Buying on rumours! Pls dyodd .  Yesterday,  it caught my attention as the price has managed to rise up 9 cents to close at 2.48 and later on in the afternoon trading of share was halted! I think is purely run up due to the rumours that they are in advance talk with some party fir the sales of Optus.  The company also made the announcement that "there isno impending deal ti offload at the said sum" .

Cautious mode! Pls dyodd. 

SingTel  - Suddenly She chiong Up! Looks like something is brewing! Up 9 cents at 2.48, awesome! 

Very high volume spotted! Likely to rise above 2.50 soon! 

 SingTel  - She may need to rise up to reclaim 2.45 in order to continue this uptrend direction! Estimating Final dividend of 6 cents , together with interim dividend of 5.2 cents, total yearly dividend of 11.2 cents , Yield is about 4.68% at 2.39.

Short term wise,  A nice breakout of 2.48 smoothly may likely see her rising up to cover the Gap at 2.61. 

Pls dyodd.

She has managed to close above the resistance at 2.30, looks rather positive!

I think some buying activities after she went Ex.dividend plus the latest news of Optus chief resignation!

This might be a good opportunity coming back!

Pls dyodd.

9th November Update: 

Sing1Tel  - 1st Half Results is up! Underlying Net Profit is up 12 percent to 1,121m, interim dividend increase 13% to 5.2 cents, Awesome!

XD 17 November.  Pay date  8th December. 

Cash on hand 2.6b.

I think a gd sets of financial results!

Huat ah!

At 2.36, yield is about 4.49%.

Not a call to buy or sell!

Please dyodd.

Chart wise,  looks bullish!

If she is able to clear the resistance at 2.40 smoothly we may likely see her rising up to test 2.52 then 2.60.

Yearly dividend of about 10 cents. 

Yield is about 4.16%. I think is not bad! 

Please dyodd.

Good news : 18th Sept 2023 -  Singtel to sell 20% stake in regional data centre business to KKR for S$1.1 billion   Mon, Sep 18, 2023 · 8:22 am

KKR will commit up to S$1.1 billion for a 20 per cent stake in Singtel’s regional data centre business.
On Monday (Sep 18), a fund managed by KKR, Stellar Asia Holdings II, entered into an agreement with Singtel for the investment in ST Dynamo Investment, the holding company for Singtel’s regional data centre (RDC) business.
This investment puts the enterprise value of Singtel’s overall RDC business at S$5.5 billion. KKR will, however, have the option to increase its stake to 25 per cent by 2027 at the pre-agreed valuation......

Special dividend of 2.5 cents will be paid out on 17th August,  swee! Xd 2nd August.

https://links.sgx.com/1.0.0/corporate-announcements/LIRD90E9O5A39T0P/e96c9dc4c37f0569a65bf50cc5b26476afffc05d07462b97a446d720b9c8f70f

XD 2nd Aug . Final dividend of 5.3 cents . The special dividend of 2.5 cents Hopefully it may get payout together with the final dividend!

We will know after the AGM.

Please dyodd.

Singapore Telecommunications (Singtel) is a telecommunications group offering a wide range of services such as mobile, data and internet services, as well as info-communications technology and pay-television.

Full Year results at a glance :

Earnings were up 14% to $2.23 billion, compared to $1.95 billion a year ago. This was due to the strong performance of its core businesses, underpinned by robust mobile growth and price increases.

STI ETF - This one cover most of the famous counter like Bank, Gd reit and Blue chips and is paying out dividend of about 14.6 cents annually yielding about 4.6 percent of which i think is a great FD option much higher than OA and SA interest. Do take note!

 STI ETF  - This one cover most of the famous counter like Bank, Gd reit and Blue chips and is paying out dividend of about 14.6 cents annually yielding about 4.6 percent of which I think is a great FD option much higher than OA and SA interest. 

Do take note! 

Pls dyodd. 

 STI ETF - This is one of the few ETF that is yielding more than 4.6% yield of which it covers the 30 STI components stocks like Bank, Gd reit, SingTel,  Venture,  etc of which I think is a no-brainer counter to consider! Pls dyodd.

 

I think great opportunity is back!

At 3.114, yield is about 4.69% which is quite a good yield level!

Pls dyodd. 

She has just went ex.dividend 2 days ago, looks like price has corrected to an interesting price level.

STI ETF  - She is trading at 3.142, yield is about 4.6 percent for this ETF that cover most of the famous counter like DBS, Ocbc, Uob, Sia, Venture,  SingTel,  MIT, CLAR, CICT, MLT, MPACT etc I think is a no-brainer strategy to consider this counter for your investment portfolio! Pls dyodd. 

XD of 7.3 cents on 13th February,  looks like we may see some buying interest!

I am waiting for her to go below RSI 30 to plan my trade!

Pls dyodd.

This method of operation is to buy into STI ETF whenever it is in an oversold condition

 and to sell off and take profits whenever it is in an overbought condition. 

For example, one may use the  indicator such as the Relative Strength Index (RSI) to gauge when it is overbought ( above 70 ) or oversold condition( below 30).


One may plan to buy and selling of units in several batches whenever in oversold or overbought conditions in order to get the best average price.



For example you may plan to buy in at different interval or whenever the Oversold situation happen .


In any one year, there will be three to four such window opportunities of overbought or oversold conditions to operate by buying or selling units of the ETF. At the same time, we can also kept some units always to receive dividend income and for their long term growth in price appreciation.

With discipline and patience , one should be able to get good average returns per year in excess of certain % by this one simple strategy of investing in one single ETF .I think This simple one strategy is safe and allow one to sleep soundly at night without worry of negative news affecting individual stocks in one's portfolio which could crash the share price of the particular stock the next day. This is because even if one or two of the component stocks in STI ETF of blue chips should collapse in share prices, there will be 28 others to diversify away the risk of the entire portfolio collapsing at anytime.


As for younger folks who just started out working and does not have enough cashflows and savings , one may start to spread out the different batch of buying or applying the Dollar-cost-averaging method by investing $1000 at 6-8 different batches that would be able to achieve  lower average costs per unit. 

NikkoAM-STC Asia ETF (CFA.SI) - dividend of 1.15 cents, XD 1st April, not bad! Collect dividend while waiting for price to recover!

NikkoAM-STC Asia ETF (CFA.SI) - dividend of 1.15 cents, XD 1st April, not bad! Collect dividend while waiting for price to recover! 

At 78.7 cents yield is more than 5.8% looks like quite a good yield level to consider.  

Pls dyodd. 

  NikkoAM-STC Asia ETF  (CFA.SI) - I think No-brainer strategy to add this Reit ETF that consist of most of the famous reit counter like MIT, MLT, CLAR, CICT, FCT, FLCT, SUNTEC,  LINK etc. Trading at 81.7 cents, yield is about 6.1 percent looks great for me! Pls dyodd. 

Chart wise, she may rise up to test 83 than 85 to 87. 

  NikkoAM-STC Asia ETF Reit - I think great price is back! Having this counter is like owning most if tge famous Index reit like CLaR, CICT, MIT, MLT, MPACT,  KDC, Suntec,  Link (HK) . At 81cents yield is a whopping 6.1 percent,  do take note!

Wah, nice closing at 82 cents!

I think high chance she may rise up to test 84 cents Than 88.5 cents!

Pls dyodd.

9th December 2023:

 Chart wise,  bullish mode!

I think likely to clear 82 cents and rises higher to test 84-84.5 cents.  

A nice breakout smoothly will likely see her rising up to test 90 cents. 

Pls dyodd. 

 I think she is slowly gaining momentum and likely to rise up further as US interest rate has peaked and paused and this is generally positive for reit and equity! 

I think high probability of rising up to test 84 cents than 90 cents.

Pls dyodd.

Nibbled a bit at 0.801. Nice yield of more than 6%!

Chart wise, she is slowly recovering from the low of 0.73+ looks rather positive!

Pls dyodd.

NikkoAM-STC Asia REIT ETF (CFA.SI) - She is yielding 6.49% at 0.801, Quarterly dividend, I think is a good yield level to take note! 

It covers most of the index reit like CapitaLand Integrated Commercial Trust,  CapitaLand Ascendas REIT,  Mapletree Ind Tr,  Mapletree Logistics Trust,  Frasers L&C Tr etc.

Chart wise, it has managed to bounce-off from the low of 73.6 cents and closed well at 0.802, looks rather bullish!

If this bullish momentum continue we may likely see her rising up further towards 90 cents and above. 

Not a call to buy or sell!

Please dyodd.

Venture - She is holding up well and may likely rise up ro retest the recent high of 14.42! A nice breakout accompanied with good volume woukd certainly drive the price higher towards 15.25 and above! Yield is pretty good at 5.33 percent! Pls dyodd.

 Venture  - She is holding up well and may likely rise up ro retest the recent high of 14.42! A nice breakout accompanied with good volume woukd certainly drive the price higher towards 15.25 and above! Yield is pretty good at 5.33 percent!

Beyond that, she may rise up to test 16.00 than 16.38.

 Pls dyodd.  

Venture  - Looks like she may rise up to retest 14.42 again! A nice breakout smoothly would likely see her testing 15 to 15.23. Do take note! 

 Venture Corporation  - 4th quarter results is out! Gross Revenue is up 4.3 percent to 736.6m, Net profit is up 5.3 percent to 66.7m. FY total Revenue is down 21.7 percent to 3025m and Net profit is down 26.9 percent to 270m. Free cash flow is positive +100 percent to 439m. 

Net cash position of 1056m, zero debt. 

At 14.10, yield is about 5.32%.

Proposed Final dividend of 50 cents same as last year.

XD 7th May.

Pay date 21 May.

Outlook: A stronger 2nd Half for Y2024.

Pls dyodd. 

Sheng Siong - Chart wise, bearish mode! Likely to go down to test 1.50 again! Breaking down of 1.49 plus high volume we may see her drifting down to 1.46 than 1.40! Pls dyodd.

 Sheng Siong  - Chart wise,  bearish mode! Likely to go down to test 1.50 again! Breaking down of 1.49 plus high volume we may see her drifting down to 1.46 than 1.40! Pls dyodd. 

 I think boat is back! At 1.52, yield is about 4%. 

No harm waiting for 1.40 to 1.46 to come back especially when Mr. MARKET IS WEAK! 

Pls dyodd.

 I think good price is back! Their annual dividend of about 6.12 cents ( interim + final) is sustainable as it is able to grow their revenue from their businesses even during inflation.  Their outlet mainly located near the neighborhood housing development board flats where 80% of local are staying/owning. 

Their expansion plan is to add new stores in new hdb flats development area. They also venture out into China. 

At 1.53, yield is about 4% of which I think is quite a good yield level for selling essential household products.

Their track records for past 10 years has been rather positive as it is able to increase the dividend payout from 4 cents to 6.1 cents. 

She is trading near the strong support at 1.52.

Not a call to buy or sell!

Please dyodd.

Established in 1985 and listed on the Mainboard of the Singapore Exchange (SGX) in 2011, we are one of Singapore’s top retailers with over S$1.34 billion in annual sales revenue (FY2022). As of 2022, we operate in more than 65 locations across Singapore. With a current market capitalisation exceeding S$1.8 billion, Sheng Siong Group Ltd is one of the largest listed companies on the SGX.

At Sheng Siong, we strive to create value for our shareholders sustainably. In this section you will find all you need to know about our performance as a business.