MLT ( Mapletree Log Tr) - Scrip offered price of 1.437 instant gains versus current price of 1.58. Last day to submit is 5PM 23rd November 2023, dont forget!

One of the great opportunity from applying scrip using dividend to increase your no. Of share plus keep generating future dividend! You can also book an instant gain from the price difference of 1.58 less 1.437 ! 

Do remember last day to submit is 5PM 23rd November 2023.

I have mailed out ! Swee!

Today Ex.dividend of 2.268 cents. Nice quarterly dividend payout, Fantastic! 

Chart wise, it has managed to bounce-off from 1.45 and closed higher at 1.49 looks rather interesting! 

With rate hike most probably paused in November we may see some pressure taking off from reit financing cost and hopefully this might help to support the price at the current level!

I see great pivot point at current price level! 

At 1.49, yield is about 6.05%.

Pls dyodd. 

Half year results is out!

A beautiful sets of financial numbers that beat my expectations of dpu of 2.25 cents ! 

Gross Revenue is up 15% to 186.7m.

Dividend of 2.268 cents , XD 31 October. 

I think is a gd sets of results! 

Huat ah! 

Pls dyodd. 

At 1.45, estimating yearly dpu of 9.02 cents,  yield is 6.22% I think great price is back! 

NAV is 1.416. 

I think good pivot point to watch will be at 1.41 which was the recent low!

Pls dyodd.

Nibbled a bit at 1.60!

Results is due on 24th October,  estimating dpu of 2.26 cents. 

Yield is about 5.63% estimating yearly dividend of 9.02 cents. 

Pls dyodd.

I think sales is still on! 

This is one of the giant index logistics reit that has been expanding their assets and consistently increasing the dpu! 

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! 

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! When the reit sector recover she will also follow!

 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.

UOB - Added a bit today since it has been down for quite a while! Aiming for a nice rebound! Pls dyodd.

Added a bit today at 27.08 aiming for kopi money!

Last sold off at 29.60! At 27.08, yield is about 5.9%. 

If they boost it up the Final dividend to 0.85 same as the interim than we can see the yield of more than 6.2%. 

Pls dyodd. 

26th October 2023:

Gap down after the results announcement it seems like market is not in favor of the financial numbers! 

I think high probability of going down to test 27.00.

Pls dyodd.

3rd quarter results is out! 

Net interest income of  2429 is slightly lower as compared to 2nd quarter 2437m.

Other non-interest income of  436m is down 25% as compared to 2nd quarter of 581m. 

Net profit of 1382m  is down 2% as compared to 2nd quarter of 1415m and down 1% as compared to last year of 1403m.

I Think Results is not bad!

Pls dyodd. 

 TA wise,  bearish mode!

Look at the chart direction!

The trend is your friend!

Don't goes again the wrong direction!

I think market give ample notice to lock in profit! 

Short term wise,  she is heading down to test 27.13 than 26.98. 

Breaking down of 26.98 may see her sliding down toward 26 than 25 with extension to 23.75.

Pls dyodd.

Chart wise,  it has not been able to breakout of the bearish trend and likely see her drifting lower to retest 27m64 than 27.13 and 27.00.

Pls dyodd.

Chart wise,  bearish mode!

Short term wise,  I think likely to go down to test 28.00 than 27.64. 

Breaking down of 27.64 we may see her drifting lower towards 27.13 than 26.98.

Please dyodd.

 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.

Prime USD Reit - (OXMU.SI) - Finally, She has a Nice rebound! Good sign! Looks like she has rebounded from the bottoming price, looks rather bullish!

 Chart wise, bullish mode!

I think she may rise up to test 16.6 cents .

A nice breakout of 16.6 cents plus good volume i think likely to see her rising up further to tesr 18.8 cents , 20.5 cents than 26 cents.

Pls dyodd.

 Chart wise, she has managed to bounce-off from the low of 0.087 cents and closed well with 2 bullish candlesticks at 0.113 looks rather interesting! 

As reflected on the chart, the 2 bullish candlesticks accompanied with high volume looks rather positive as this signify Fund are flowing into this counter! 

Short term wise,  I think this bullish momentum will continue and likely push the price higher towards 0.14 than 0.166 , 0.188 and 0.255. 

NAV is about 0.70.

Yearly dividend is about 4.9 USD cents.

Yield is a whopping 44% at current price of 0.113.

Please take note 3rd quarter results update on 7th November 2023.

I think golden opportunity is here!

Not a call to buy or sell!

Pls dyodd.

Daiwa Hse Log Tr - Wah, A nice bullish candlestick showing up on the chart looks rather positive! Closed 2.5 cents higher at 56 cents , Awesome! Likely to rise up further!

 Finally,  we have witnessed the whole reit sector is in the green today! This is probably due to the cpi data from US which was reported better than expected at 3.2%.

Overall good news for the market!

Hopefully,  Bank can drop more than we can see opportunity coming back! 

Pls dyodd.

 Daiwa Hse Log Trust  - A rare Logistics Trust in Japanese.

I think is a gems which is quite highly under-rated with yield of more than 9%, stable dpu of 5.2 cents , gearing below 40% plus long WALE! 

I think is a gd pivot point! 

At 53.5 cents, yield is 9.7%. 

Chart wise,  it has managed to bounce-off from 50 cents and closed well at 53.5 cents looks rather bullish!

Short term wise,  I think likely to rise up to test 56 cents than 59.5 cents.

Pls dyodd. 

Daiwa Hse Log Tr - 3rd quarter results is out! 

Gross Revenue  is up 4.8%  and NPI is up 3.9%. Distribution income is up 2.2% to SGD 27m. 

100 percent occupancy,  low gearing,  I think the results is good!

Estimating yearly dpu of 5.2 cents,  yield is 10% at current price of 52 cents.

Pls dyodd. 

Keppel infra Tr - Hosey, she is rising up to test 50 cents again! Free dividend!

After Ex.dividend,  she has went down to touch 45.5 cents and is now slowly recovering! Looks rather bullish and she may rise up to test 50 cents again! 

Next resistance is at 52 cents. 

Pls dyodd.  

  Indeed, it has risen up to test 50 cents and close lower at 46 cents after went Ex.dividend 2 days ago, looks like good price is back! 

Yield is about 8.4% at 46 cents.

Please dyodd.

Fantastic! Price Gap up and closed +4.5 cents to close at 48.5 cents  looks rather positive! 

I think likely to rise up to test 50 than 52 cents.

XD 9 November.  Pay date 20 November. I think cash 

Flow is good pay out so fast! 

Please dyodd. 

WOW! It come with a big surprise! Dont really expect a special dividend cum interim dividend for 9th months results update,  Fantastic! 

Total distribution income is up 93% to 266.1m.

DpU is up 82.5% to 5.23 cents versus 2.865 cents last year. 

 Awesome! 

Special dividend of 2.33 cents plus interim of 0.97 cents . Total 3.27 cents . Solid!

XD 9 November.  Pay date 20th November. 

Gearing 36.8%.

I think the results is very good!

Not a call to buy or sell!

Pls dyodd.

Yearly dividend is about 3.86 cents. 

Yield is about 8.3%. 

Chart wise, a long and bullish pin bar appearing on the chart yesterday,  looks like Bull is in control as she has managed to bounced off from 44 cents to close at 46.5 cents looks rather positive!

Short term term, let's monitor and see if she can rise up to reclaim 50 cents! 

Please dyodd.

Results is out!

Distribution income is up 51% to 132.8m.

Dividend increase 1% to 1.93 cents.

XD 2nd August.  Pay date 11 August. 

 First Half results will be out on 26th July 2023, dividend is coming , awesome!

Wonder will there be any increase in dividend payout!

Yield is about 7.41% at 0.515.

Pls dyodd.

 Keppel Infrastructure Trust (KIT) is the largest diversified business trust listed in Singapore with approximately $7.3 billion in assets under management.

The Trust was constituted on 5 January 2007 under the laws of the Republic of Singapore and registered with the Monetary Authority of Singapore (registration number 2007001).

KIT’s portfolio comprises strategic businesses and assets in the three core segments of Energy Transition, Environmental Services, and Distribution & Storage. These businesses and assets provide essential products and services across a broad range of industries; and generate regular and resilient cash flows, with potential for growth that is supported by favourable long-term market dynamics and demand. This is in line with KIT’s long-term goal of delivering sustainable and growing returns to Unitholders, through a combination of recurring distributions and capital appreciation.

Keppel Infrastructure Fund Management Pte Ltd (KIFM) is the Trustee-Manager of KIT. KIFM is a wholly-owned subsidiary of Keppel Capital, a premier asset manager with a diversified portfolio in real estate, infrastructure, data centres and alternative assets in key global markets.

Keppel Infrastructure Holdings Pte. Ltd., a wholly-owned subsidiary of Keppel Corporation Limited, is the Sponsor of KIT.

Business: Sole producer and retailer of piped town gas, and green energy solutions provider
Customer: Approximately 886,000 residential, commercial and industrial customers

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With a long heritage of 160 years as Singapore’s sole provider of piped town gas, City Gas has transformed into City Energy to provide innovative green energy solutions that meet the needs of a growing city. City Energy produces and distributes piped town gas safely and reliably to approximately 886,000 residents, commercial and industrial customers islandwide, while offering low-carbon, IoT-enabled home solutions and electric vehicle charging services through City Energy Life and City Energy Go. To reduce carbon emissions, City Energy is also exploring green hydrogen as part of town gas production.

City Energy’s facility in Singapore, Senoko Gasworks, has a production capacity of 1.6 million m3 per day. As the only facility producing town gas in Singapore, Senoko Gasworks generates town gas using three continuous reforming plants and five cyclic reforming plants, each with a production capacity of 200,000 m3 per day. The plants are equipped to use both natural gas and light virgin naphtha as feedstock. The town gas produced can either be stored in two spherical gasholders or sent out through the distribution network to customers. Every day, gas production is monitored, controlled and directed 24 hours a day from a central control room. At the heart of the central control room is a fully automated distribution control system. The computerised distribution control system enables the experienced plant controllers to operate, monitor and oversee the gas production and ancillary plant. 

Business: 2,310 tonnes/day waste incineration concession
Customer: NEA, Singapore’s national environment agency
Contract Terms: 15 years till 2024
Operations & Maintenance Operator: Keppel Seghers

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Senoko Waste-to-Energy Plant (Senoko WTE Plant) is the third waste incineration plant built in Singapore and is one of four incineration plants currently operating. It was commissioned in 1992 with a land area of 7.5 ha.

Senoko WTE Plant is equipped with six incinerator-boiler units with two condensing turbine-generators offering a power generation capacity of 2 x 28 MW. Waste incineration is carried out at the plant 24 hours a day throughout the year.

Senoko WTE Plant underwent a flue gas treatment system upgrade in June 2012, which was completed within the contracted timeframe and budget, and with an accident-free safety record.

On 26 September 2014, the trust entered into an agreement with NEA to progressively increase the contracted incineration capacity of the plant by up to 10% from 2,100 tonnes per day to 2,310 tonnes per day between July 2015 and September 2016. The capacity payments from NEA were correspondingly increased with the completion of each incineration unit upgrade, with the sixth and final unit upgrade being completed with effect from 1 September 2016.

Following the decommissioning

of Ulu Pandan Incineration Plant by the Singapore government in August 2009, Senoko WTE Plant became the only waste incineration plant located in the northern part of Singapore. The plant is also the only waste incineration facility located outside of the Tuas area (which is in the western part of Singapore) and this positions it to serve the eastern, northern and central areas of the country.

Business: Industrial infrastructure business supplying key water treatment chemicals, industrial and specialty chemicals
Customer: Over 8,000 customers comprising municipals and blue-chip companies

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Ixom is a leading industrial infrastructure business in Australia and New Zealand, that provides specialised source water, water and wastewater treatment solutions critical to a clean water supply. Ixom is also a supplier of essential chemical products and solutions for a range of industries.

In Australia, Ixom is the sole manufacturer and provider of liquefied chlorine, as well as the leading provider of manufactured caustic soda. The group is also one of the largest bulk and packaged chemical distribution businesses in Australia and New Zealand. The chemicals manufactured and distributed by Ixom are fundamental components used in a range of industries including the water treatment, dairy and agriculture, mining, construction and nickel refining sectors, most of which have favourable demand outlooks.

Ixom is supported by about 1,000 employees and its business is underpinned by the extensive scale and strategic locale of its assets, facilities and distribution network, which are in close proximity to key ports and customers. The locations of its assets and facilities allow Ixom to benefit from lower transportation costs, while ensuring reliability and timely delivery of its products and services to its customers in a safe manner.

Yearly dividend of 3.82 cents. 

Yield is about 7.7%.

Dividend payout half yearly basis of 1.91 cents.

Chart wise,  she is slowly rising up from 0.48 to close at 0.495, looks like it is gaining strength! 

If it can cross over 

0.505 smoothly plus gd volume that may likely rise further up to test 0.525.

Next resistance level is at 0.545.

Please dyodd.