CapLand Ascott Trust - Looks like boat is coming back!

Wah, she has retreated from 1.02 to touch the low of 0.99 Looks rather interesting!

I think immediate support is at 0.985.

Please dyodd.

The recent Private Placement (PP) at 1.043 and 

PO 1.025, looks like current price is trading at a discounted price!

Not a call to buy or sell!

Please dyodd. 

It seems that the market doesn't in favor of this Private placement and Preferential Offering for the acquisition of new assets plus AEI.

The price has fallen off from 1.12 to touch 1.01 today.

It has fallen off 9.8% versus 1.8% dpu accretive. 

The acquisition is merely 1.8% dpu accretive. 

The current price of 1.01 is cheaper than the PO price at 1.025.

So, I think it make no sense to take up the PO offering. 

After XD on Thursday,  may be 0.99-1.00 is coming back! 

Please dyodd.

Mapletree Log Trust - She is trading near the support of 1.62 looks like a gd pivot entry poin

  She has managed to bounced off from 1.62 looks like a good pivot point.

Nibbled a bit at 1.62. Aiming for a nice rebound from the current price level! 

US Fed may pause the rate hike in September and postpone to November 2023 I think this may temporarily give market chance to rise after the prolonged selling down for gd reit counter.  

Pls dyodd. 

I think she has more or less hit the bottoming price. Yield is of 5.5% is quite good!

Please dyodd.

 Closed at 1.64 after went ex.dividend looks like gd price is back!

At 1.64 , yield is about 5.5% which is quite a gd yield level for this blue chips index reit. 

Chart wise,  A nice pivot point is at 1.60 - 1.63.

Not a call to buy or sell!

Please dyodd.

 XD 1st August,  2.037 cents dividend.  

Price is down 3 cents to 1.70.

I think profit taking before going Xd.

Heng  ah, I have locked in kopi money this morning at 1.74.

Pls dyodd.

 Distribution income increased 3.1% to 112m.

Dpu increased 0.1% to 2.271 cents.

Occupancy rate 97.1%.

4.1 % rental reversions.

I think the results is not bad at least dpu is still up a little bit.

 

The power of CD! 

She is gaining strength and likely rise up to reclaim 1.75.

 Indeed, she has managed to reclaim 1.67 and rises higher to touch 1.71 looks rather bullish!

Likely to rise up further to test 1.75 and above.

Please dyodd.

Mapletree Logistics Trust (“MLT”) is Singapore’s first Asia-focused logistics real estate investment trust. Listed on the Singapore Exchange Securities Trading Limited in 2005, MLT invests in a diversified portfolio of quality, well-located, income producing logistics real estate in Singapore, Hong Kong SAR, Japan, China, Australia, South Korea, Malaysia, Vietnam and India.

The Manager, Mapletree Logistics Trust Management Ltd., is committed to providing Unitholders with competitive

total returns through the following strategies:

1. optimising organic growth and hence, property yield from the existing portfolio; 
2. making yield accretive acquisitions of good quality logistics properties; and
3. managing capital to maintain MLT’s strong balance sheet and provide financial flexibility for growth.

Recent acquisition of 6 logistics assets in Japan and a logistics assets in Korea.  

Portfolio Overview

Our properties, built to modern building specifications, are strategically located near to major expressways and established logistics clusters in nine geographic markets across Asia Pacific.

The Manager, Mapletree Logistics Trust Management Ltd., is committed to providing Unitholders with competitive total returns through the following strategies:

1. optimising organic growth and hence, property yield from the existing portfolio; 
2. making yield accretive acquisitions of good quality logistics properties; and
3. managing capital to maintain MLT’s strong balance sheet and provide financial flexibility for growth.

Our Vision

To be the preferred real estate partner of choice to customers requiring high quality logistics and distribution spaces in Asia-Pacific. 

Our Mission

To provide Unitholders with competitive total returns through regular distributions and growth in asset value. 

As a REIT established in Singapore, MLT is constituted by the Trust Deed. A copy of the Trust Deed can be inspected at the registered office of the Manager,which is located at 10 Pasir Panjang Road, #13-01 Mapletree Business City, Singapore 117438, subject to prior appointment.

 TA wise, she is still quite weak! 

Need to reclaim 1.67 in order to reverse this

 downtrend and rises higher!

Yearly dpu of 9 cents, yield is 5.5% of which I think is quite good! 

Gearing is below 40%. Market cap is about 8.225b. 

Please dyodd.

She is rising up to test 1.67 soon. Now trading at 1.65 to 1.66 as of 12th July 1.12pm. Awesome! 

Mapletree Ind Tr (MIT) - I think gd rice is here, yield is about 6+%, gearing is below 40%.

 She has managed to bounce-off from 2.17 and closed higher at 2.23, looks rather positive!

I think boat is back! 

At 2.20, yield is about 6.1% estimating yearly dividend of 13.4 cents.

NaV 1.86. Gearing is below 40%.

Chart wise, looks like she may go down to test the support at 2.15.

Please dyodd.

 Wah, 2 nice green candlesticks appeared on the last for 2 days looks rather positive! 

She has managed to bounced off from 2.15 to close at 2.22 this is rather encouraging and might continue to rise up to test 2.25 than 2.30.

Please dyodd.

  

Mapletree Industrial Trust ("MIT") is a real estate investment trust listed on the Main Board of Singapore Exchange. Its principal investment strategy is to invest in a diversified portfolio of income-producing real estate used primarily for industrial purposes in Singapore and income-producing real estate used primarily as data centres worldwide beyond Singapore, as well as real estate-related assets. 

As at 31 March 2023, MIT's total assets under management was S$8.8 billion, which comprised 85 properties in Singapore and 56 properties in North America (including 13 data centres held through the joint venture with Mapletree Investments Pte Ltd). MIT's property portfolio includes Data Centres, Hi-Tech Buildings, Business Park Buildings, Flatted Factories, Stack-up/Ramp-up Buildings and Light Industrial Buildings.

MIT is managed by Mapletree Industrial Trust Management Ltd. and sponsored by Mapletree Investments Pte Ltd.

NAV is about 1.8653.

Yearly dividend of about 13.4 cents.

Yield is about 6% at 2.21.

Occupancy rate is 94.9%.

Gearing 37.4%.

The recent Private placement of 204.8m for the acquisition of data centre in Japan,Osaka. Looks like dpu is accretive! 

Looks like gd price is back!

Not a call to buy or sell!

Please dyodd.

The price has fallen below the recent Private placement price of  2.21, looks like a good pivot point!

Yield is about 6.11% based on current price of 2.18.

Immediate support is at 2.17.

Please dyodd.

CapitaLand Invest (9CI.SI) - She has managed to bounce-off from 3.02 to 3.14 looks like bargain hunters has come to support!

 She is gaining strength and may likely see her rising up further!

US 3 indexes closed higher after Fed signaling more rate hikes to come. 

Lets see how she fares next week!

Pls dyodd. 

 I think good opportunity is back! 

At 3.08, yield is about 3.9%. Immediate support is at 3.07-3.08. Next support is 3.00 and 2.94.

Pls dyodd.

 CapitaLand Investment  - Results is out, not bad! Total Revenue is down 1% to 1345m, Operating PATMI is dien 1% to 344m, recurring FM fee grow by 10% to 183m, awesome!

I think Results is not bad and Operating profit is quite stable!

I think yearly dividend of 12 cents is sustainable and may be see further increase if FM fee grow faster than expected! 

I have nibbled small unit at 3.26 yesterday during the closing!

Aiming for some kopi money!

At 3.26, the yield is about 3.65% if the yearly dividend is 12 cents. 

She is due to report her 1st half results on 11th August that may provide us the clue how is the direction of the share price! 

Not a call to buy or sell!

Please dyodd.

Let's monitor and wait for her to dip a bit to 3.22-3.26 and see if it can cross the resistance at 3.28 smoothly before taking further action !

At 3.29, yield is 3.6%.

Not a call to buy or sell!

Please dyodd. 

Chart wise,  bearish mode!

Likely to continue to trend lower!

Short term wise,  I think she may go down to test 3.20.

Breaking down of 3.20 plus high volume she may continue to slide further down to 3.00 then 2.94.

Yearly dividend is 12 cents. Yield is about 3.72% at 3.22.

Please dyodd.

  

"CapitaLand Investment remains steadfast in being a trusted partner as we strengthen our position as a leading global real estate investment manager which delivers high quality returns."

After a successful demerger from the development business of CapitaLand Limited (“CapitaLand” or the “Parent Group”), CapitaLand Investment (CLI) was listed on SGX-ST on 20 September 2021. This transformative transaction created one of Asia’s leading listed real estate investment managers (REIM) and one of the largest REIMs in the world. Since day one, we have focused on putting our proven track record of investment management and fee income growth to work — unlocking more long-term value for our shareholders. 

CLI’s investment management leadership in Asia began about two decades ago, when we listed Singapore’s first real estate investment trust (REIT), CapitaLand Mall Trust. Today, our six listed funds across Singapore and Malaysia hold a Funds under Management (FUM) of approximately S$60 billion. 

And that’s only part of the real estate portfolio that we’ve built — over S$29 billion FUM are also managed through a comprehensive and expanding private funds platform comprising more than 30 private vehicles.

​Including assets held directly by CLI as well as assets managed through our global lodging platform, CLI oversees S$133 billion in Real Estate Assets Under Management (RE AUM).

In addition to Singapore, CLI’s core markets include China and India. But our boots on the ground extend far beyond that, to markets across Asia Pacific, Europe, and the USA. Our real estate and management expertise has helped us amass a diversified portfolio of recognisable brands, operating platforms, and asset classes which include retail, office, lodging, business parks, industrial, logistics and data centres.

CapitaLand Investment's (CLI) listed funds business comprises five REITs and business trusts listed on the Singapore Exchange and one on Bursa Malaysia, with a total market capitalisation of S$32.2 billion¹. Our listed funds portfolio is focused on driving sustainable distributions and increasing value for our unitholders.

Over time, we have built a strong track record as a Sponsor, making sure our listed funds are always efficiently structured and well-positioned for continued growth.

CapitaLand Investment managed the listed reit companies like Ascendas REIT,  CapLand China Trust,  CapLand Ibdia Trust,  CapitaLand Integrated Commercial Trust and Ascott trust. 

• CapitaLand Investment (CLI) owns and manages over 1,000 quality properties across the globe, providing a wide range of integrated real estate solutions for work, live and play. The current assets pipeline on CLI's balance sheet provides a diversified stable of high-quality assets with visible monetisation potential.   
  
  With a full stack of investment and operating capabilities, we present a unique value proposition for our partners, investors, tenants and customers.

UOB - Chart wise, bearish mode! I think high probability of breaking down 27.63 and go down to visit 27.13 than 26.98.

 TA wise, bearish mode!

I think high chance for her to breakdown 27.63 that may present a good candidate for shorting! 

Breaking down of 27.63 plus high volume she may likely go lower to test 27.13 than 26.98.

NAV 25.13. This might be a gd pivot entry point for long term horizon.  

Not a call to buy or sell!

Please dyodd. 

 Chart wise,  bearish mode!

Sold down after Ex.dividend of 0.85 on a few days ago from 29.82 to close at 28.62, it has retreated more than its dividend of 85 cents! 

Short term wise,  I think likely to go down to test 28.00 than 27.13/27.00.

Not a call to buy or sell!

Please dyodd.

ComfortDelGro - She is rising up to retest 1.30 again after XD, looks rather positive!

 

She is gaining strength and likely rise up to test 1.30 again!A nice breakout of 1.30 plus high volume would likely see her rising up to revisit 1.35 than 1.43.

Please dyodd.

 Total Revenue is up 1% to 1862m versus 1843m last year! 

Net profit of 78.5m is down 31.9% . If excluding the divestment gains from last year of 30.5m, Net profit is down marginally. 

Interim dividend increase from 2.85 to 2.9 cents.

Taxi operations also saw an improvement of revenue with lower discounts handling out! 

Cash Flow is good. So much cash on hands!

I think the results is not bad! 

Please dyodd.

She is rising up in an orderly manner looks rather bullish!

I think waiting for the next breakout moment!

results should be out by end of August,  dividend is coming!

Please dyodd.

 Chart wise, bullish mode!

Likely to rise up ti test 1.30 than 1.35 with extension to 1.45.

Yield is avoit 3.7% at 1.27.

NAV 1.18+.

She is due to report her first half results soon!

Pls dyodd. 

GD NEWS: Awarded a contract to operate rail services in Paris, France’s capital city.

— marks the Group’s first foray into France’s rail operations market and is a first by a Singapore company.

 Indeed, she has managed to conquer 1.21 and rises up to touch 1.23 looks rather positive!

High probability I think she may rise up to test 1.25-1.27 then 1.30-1.35.

Please dyodd. 

ComfortDelGro is one of the largest land transport companies in the world with a global workforce, a global shareholder base and a global outlook. 

The Group was formed on 29 March 2003 through the merger of two land transport companies - Comfort Group and DelGro Corporation. Both had started out in the 1970s and had, by the time of the merger, grown to become successful listed land transport companies. 

EN Corporate Profile Navigation ABOUT NETWORK INVESTOR SUSTAINABILITY TRANSFORMATION NEWS CONTACT CAREER CORPORATE PROFILE HOME / ABOUT US / CORPORATE PROFILE ComfortDelGro is one of the largest land transport companies in the world with a global workforce, a global shareholder base and a global outlook. The Group was formed on 29 March 2003 through the merger of two land transport companies - Comfort Group and DelGro Corporation. Both had started out in the 1970s and had, by the time of the merger, grown to become successful listed land transport companies.

Following the merger, ComfortDelGro has expanded significantly and now operates in seven countries and has a global fleet of about 34,000 vehicles.

ComfortDelGro’s businesses include bus, taxi, rail, car rental and leasing, automotive engineering services, inspection and testing services, driving centres, non-emergency patient transport services, insurance broking services and outdoor advertising. Apart from being the market leader in Singapore, ComfortDelGro has a significant overseas presence. 

The Group’s operations currently extend from the United Kingdom and Ireland to Australia, New Zealand, Malaysia, as well as across nine cities in China, including Beijing, Shanghai, Guangzhou, Shenyang and Chengdu.

Chart wise,  bullish mode!

Likely to continue to trend higher!

Short term wise,  I think likely to rise up to retest 1.20-1.21! 

A nice breakout smoothly may likely see her rising up further towards 1.25 then 1.30.

NAV 1.186.

PE 14x.

Dividend yield 4.11%.

Please dyodd.