Ezotop

Tuesday, June 13, 2023

Riverstone

Riverstone Resources is established in year 1989, and still growing in our industry. With a history spanning close to 30 years, Riverstone has accumulated a huge network of stakeholders and expertise in our making. Being one of the leading manufacturers of cleanroom and medical industry, we manufacture top of the line healthcare gloves, nitrile gloves, finger cots, face masks, packaging bags etc. We are where we are today for the full supports from most valued customers and dedications from our staffs. Riverstone today is synonymous with premium quality and protection.

We are driven by innovation. Our passion to deliver premium quality healthcare solutions is recognized by many companies. Our products are widely qualified, and used in the Hard Disk Drive (HDD), semiconductor and healthcare industries in Malaysia. On top of the achievements, Riverstone exports more than 85% of our products to key high technology countries around Asia, Europe and the American region.

Riverstone has been growing extensively, for the amazing recognition for our products around the world. To cope with growing demands, we have increased our capacity by setting up a new manufacturing plant in Thailand in year 2001, and another one in Wu Xi China in year 2004. Later in year 2010, we built a new plant in Taiping, equipped with only state of the art manufacturing facility to keep our promises for premium quality.

The Riverstone website comprehensively provides up to date information, and our products. Browse through our website to better understand us, as we hope to bring only the best for all healthcare professionals.

First quarter results is not bad! Slight improvement as compared to last quarter (4/2022). 



Chart Wise, she is rising up to test 61.5 cents. 


A nice breakout smoothly would likely rise up to test 64-66.5 cents.

Pls dyodd. 

Seatrium

 Chart wise, A nice Gap up candlestick spotted on the chart yesterday seems rather interesting!



I think it was reacting to the news that Seatrium will be added into the STI index component on 19 June 2023. 

I think this is a positive development and it may attract fund to pay attention to this counter! 

I think we may see some buying activities when nearer to the actual date ! 

If it can breakout the recent high of 0.127 smoothly plus high volume that may like drive the price 0.133 then 0.14 with extension to 0.148.

Not a call to buy or sell!

please do your own due diligence!


Sembcorp Marine and Keppel Offshore & Marine have come together to create a premier global player with deep engineering expertise.


The integration of these two established industry players unlocks synergies. Together, we leverage each other's wealth of experience, engineering bench strength, and operational capabilities to better serve our customers and provide greater stakeholder value.

Oil & Gas Newbuilds & Conversion

Globally-integrated design and construction of complex rigs and production turnkey solutions.

We provide turnkey solutions for complex projects, harnessing our global network and execution capabilities to deliver the most optimal solution for our clientele.

Offshore Renewables and New Energies

Turnkey solutions for fixed platforms, offshore wind and new energies solutions.

We design and build a wide range of viable, cost-effective and highly adaptable solutions to the highest technical specifications for a global clientele.

Specialised Shipbuilding

Design and construction solutions for high-performance, specialised vessels with a focus on the global energy transition and decarbonisation.

We design and build award-winning, high-performance, specialised vessels to the highest technical specifications for a global clientele across industries and frontiers.

Repairs & Upgrades

One-stop repair and upgrade solutions for all types of vessels and offshore structures.

We develop strong relationships with our clientele to offer vessel owners highly customised, proactive and holistic solutions for all types of repairs and upgrading work.

Technology and New Product Development

Actualisation of low carbon energy transition solutions for sustainable value creation.

We leverage on the synergy of our strategic collaborations and partnerships across our global network of shipyards to incubate highly relevant and commercially viable solutions.

Delivering Innovative Maritime and New Energy Engineering Solutions

We unite world-class talent and engineering capabilities to create transformative and sustainable offshore and energy solutions. We exist to ensure customers can thrive today while creating a greener and brighter tomorrow.

Monday, June 12, 2023

Keppel DC Reit

  

Chart wise,  bearish mode!

Likely to see further weakness!



Short term wise,  I think likely to go down to test 2.00 then 1.90 with further extensions to 1.75-1.80.

Pls dyodd.

Quote: Keppel DC Reit will be removed from the index, following the index operator’s June 2023 review.

The exact date is on 19th June 2023.

Keppel DC REIT was listed on the Singapore Exchange on 12 December 2014 as the first pure-play data centre REIT in Asia.

Keppel DC REIT’s investment strategy is to principally invest, directly or indirectly, in a diversified portfolio of income-producing real estate assets which are used primarily for data centre purposes, as well as real estate and assets necessary to support the digital economy.

Keppel DC REIT’s investments comprise an optimal mix of colocation, fully-fitted and shell and core assets, as well as debt securities issued by NetCo which holds network assets1, thereby reinforcing the diversity and resiliency of its portfolio.

Keppel DC REIT is sponsored by Keppel Telecommunications & Transportation Ltd (Keppel T&T),  a wholly-owned subsidiary of Keppel Corporation Limited. It is managed by Keppel DC REIT Management Pte. Ltd. (the Manager)., a wholly-owned subsidiary of Keppel Capital Holdings Pte. Ltd. (Keppel Capital). Keppel Capital is the asset management arm of Keppel Corporation, and has a diversified portfolio of real estate, infrastructure, data centres and alternative assets in key global markets through its listed REITs and Trust, as well as private funds. The Keppel Group, through Keppel T&T and the private data centre funds has currently over $2 billion worth of data centre assets under development.

The Manager’s key objectives are to provide Keppel DC REIT’s Unitholders with regular and stable distributions, as well as achieve long-term growth through at least 90% of its AUM in data centre investments, while maintaining an optimal capital structure.

1Bonds issued by M1 Network Private Limited (NetCo).

First quarter 2023 DPU rose 3 per cent to 2.541 Singapore cents versus 2.466 cents the year before.



Mapletree Log Tr

  Chart wise, she has managed to bounced off from the low of 1.62 and closed higher at 1.67 looks rather bullish!



Short term wise, with rate hike likely pause in June reit may get lifted! I think likely to rise upbto test 1.70! 

A nice breakout smoothly plus high volume that may likely drive the price higher towards 1.80 and beyond!

Yearly dpu of 9 cents, yield is 5.4% of which I think is quite good! 

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

Pls 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.

CapitaLand Ascendas Reit


 Chart wise,she has been driven to an oversold territory! 

At 2.64, yield is at 5.9% . Estimating yearly dividend of 15.7 cents.


NAV 2.37.Gearing below 40%.

FY 2023 results: 





CapitaLand Ascendas REIT (CLAR), formerly known as Ascendas Real Estate Investment Trust, is Singapore’s first and largest listed business space and industrial Real Estate Investment Trust (REIT). It was listed on the Singapore Exchange Securities Trading Limited (SGX-ST) in November 2002.

It has since grown to be a global REIT anchored in Singapore, with a strong focus on tech and logistics properties in developed markets. It owns properties across three key segments, namely, 1) Business Space and Life Sciences, 2) Logistics, and 3) Industrial and Data Centres in the developed markets of Singapore, Australia, the United States and the United Kingdom/Europe. 

CapitaLand Ascendas REIT is listed on several indices. These include the FTSE Straits Times Index, the Morgan Stanley Capital International, Inc (MSCI) Index, the European Public Real Estate Association/National Association of Real Estate Investment Trusts (EPRA/NAREIT) Global Real Estate Index and Global Property Research (GPR) Asia 250. CapitaLand Ascendas REIT has an issuer rating of ‘A3’ by Moody’s Investors Services. 




 

Mapletree Ind Tr

  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.

The recent Private placement of share at 2.212 was issued on 6th June for the acquisition of data centres in Osaka,Japan. The acquisition is dpu accretive.




Estimating yearly dpu of 13.4 cents.  Yield is about 6%. Which is quite a gd yield! Gearing is below 40%.

Chart wise,  bearish mode!

I think it us hovering near the support at 2.18-2.20 of which I think is a gd pivot entry point!

Pls dyodd.


CapitaLand Investment

  

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

Yearly dividend is 12 cents. Yield is about 3.66%.

Chart wise,  bearish mode!



Likely to see further weakness!

It is hovering at the support level of 3.27! 

Let's see is she can bounce-off from 3.27 and rises up from here!

If not, broken down of 3.26 we may see her sliding down to 3.10 then 3.00.

Please dyodd.



Daiwa House Logistics Trust

  Chart wise,  bullish mode!

A nice breaking out of 0.595 plus high volume she may likely rise up to test 0.65. 



Yearly dividend of 5.22 cents.  Yield is 8.8%. Low gearing,  wale is 6.9 years. I think it is trading at a great value price level of 0.59.

Not a call to buy or sell!

Pls dyodd.


 Daiwa House Logistics Trust (DHLT) is a Singapore real estate investment trust (REIT) listed on the Singapore Exchange Securities Trading Limited (SGX-ST). The REIT is established with the investment strategy of principally investing, directly or indirectly, in a portfolio of income-producing logistics and industrial real estate assets located across Asia. DHLT’s investment focus will be to invest in logistics and industrial real estate assets in Asia, in particular, within Japan as well as in the ASEAN region.

DHLT’s key objectives are to provide Unitholders with regular and stable distributions, and to achieve long-term growth in DPU and net asset value per Unit, while maintaining an optimal capital structure and strengthening the portfolio in scale and quality.

DHLT is managed by Daiwa House Asset Management Asia Pte. Ltd., a wholly-owned subsidiary of the Sponsor, Daiwa House Industry Co., Ltd., a leading real estate player in Japan.




Occupancy % rate of 98.6. Gearing 36.2%. Wale 6.9 years. First quarter Distributable Income increased 2.5% to 9.1m. 

Yearly dividend of 5.22 cents( half yearly basis ) . Yield is 9% base on current price of 0.58.

NAV of 0.77 . 


It looks like a gem for this Logistics reit focusing in Japan of which was being sold down due to high interest rate situation. 

I think gd value is presenting at the current price level!

Pls dyodd.



SATS - She is gaining strength likely to rise up to reclaim 2.99 again, looks rather bullish!

SATS - She is gaining strength likely to rise up to reclaim 2.99 again, looks rather bullish!  A nice breakout of 3.00 smoothly may likely s...