Mapletree Ind Tr - The 4th quarter results is out! Gross Revenue is up 4.4 percent to 178.7m, NPI is up 2.2 percent to 131.78m. DPU is up 0.9 percent to 3.36 cents. The results seem quite resilient and not bad! Looks like the worst is over! Pls dyodd.
Gearing 38.7% which is quite healthy!
Fixed loan rate of 84.6%.
ICR 4.8x.
Occupancy rate 91.4%.
NAV 1.76.
XD 3rd May for 3.36 cents.
Pay day 10 June.
Frasers Cpt Tr - 1st Half Results is out! Gross Revenue is up 2.9 percent to 172.2m, NPI is up 2.1 percent to124.6m. Gearing 38.8 percent. DPU is down 1.8 percent to 6.022 cents, results is not bad!
XD 3rd May for balance dividend on 1.772 cents due advance payment of 4.25 cents for PP.
Pay date 30th May.
Occupancy rate 99.9%.
Hopefully, the AEI going to be completed in September at Tampines 1 may help to boost their Gross revenue.
Pls dyodd.
Mapletree PanAsia Com Tr - The 4th Quarter results is out! DPU is up 1.8 percent to 2.29 cents, seems not bad!
(DPU) for the fourth quarter ended March grew 1.8 per cent year on year to S$0.0229 from S$0.0225 previously.
Unitholders can expect to receive the distribution payout on Jun 6 after book closure on May 3.
The real estate investment trust’s (Reit) gross revenue grew 2.6 per cent to S$239.2 million, while net property income (NPI) for the quarter rose 3.2 per cent to S$183.1 million with an NPI margin of 76.6 per cent.
Frasers Cpt Tr - Wow! She is up 5 cents to close well at 2.16, seems like results is out on 25th April might be good! Likely to rise up to test 2.20!
Pls dyodd.
Frasers Cpt Tr - She is trading at 2.11, yield is 5.7 percent for this rare local retail reit that is trading at an attractive price level!
NAV 2.31, Gearing below 40 percent, Results is out on 24th April, dividend is coming! Do take note!
Frasers Cpt Tr (FCT) - One of the rare local neighborhood retail mall reit that you wouldnt want to miss out especially for investing in reit! Yield is about 5.5 percent, NAV 2.31, Gearing is below 40 percent. I think great sales is still here ! Do take note!
She will be releasing her results on 25th April! Dividend of about 1.85 to 1.9 cents is coming after minusing put the advance DPU being paid out due to the Private placement for the acquisition of NEX up till 50%.
Let's see how it fares for the dpu with the completion of this new acquisition!
During Bull market she used to be trading at 2.65 to 3.00.
Pls dyodd.
FCT (Frasers Cpt Tr) - Nibbled a bit at 2.17 after locked in profit for KDC! At 2.17 yield is about 5.55 percent seem quite a good yield!
Dividend just credited today, awesome!
FCT : Frasers Cpt Tr - Went there for dinner, very crowded! Very good traffic crowds plus business for FCT. At 2.20, yield is about 5.5 percent, seem quite good !
Today went to NEX at Serangoon to do some errands like duplicating the keys at 4th floor- Shoes & Keys at 4th floor. $4 per key not too bad! Bought some breads and saw the Japanese food fair at 1st level.
Bought some pan cakes and nice strawberries.
Frasers Cpt Tr - On Monday she will included on the STI index component stocks counter likely to see some buying activities! At 2.18, yield is at about 5.5 percent of which I think is quite a good yield. One of the rare local retail mall reit not too miss out! Pls dyodd.
Frasers Cpt Tr - SHE IS TRADING at quite a nice Yield level of about 5.49 percent at 2.20. Estimating yearly dividend od 12.07 cents. NaV 2.311, Gearing is below 40 percent looks like a good pivot point to monitor and buy on further weakness! Pls dyodd.
On 18th March FCT will be included on the STI components index , likely to see some buying activities when trading near the actual date!
Immediate support is at 2.15. Next support is at 2.10 and 2.00.
Do take note!
Yesterday had my dinner at one of the FCT mall , nice! Lai ah, Jiak!
Get more juicy dividend and continue to support their mall. Awesome!
Private placement price of 2.18.
Advance DPU of 4.25 cents, XD 1st February.
FCT - She has managed to reclaim 2.30 and trading at 2.31 to 2.32 is rather bullish! Likely to continue to trend higher!
Pls dyodd.
*Frasers Cpt Trust*
— Strong operating performance: Retail Portfolio committed occupancy' at 99.9%, up 1.5%-pt y-o-y and up 0.2%-pt q-0-q
— Aggregate leverage 37.2% as at 31 Dec 2023, down from 39.3% as at 30 Se 23
— 1Q24 all-in cost of borrowing at 4.3% (4Q23: 4.1%)
Chart wise, let's see if she can rise up to reclaim 2.30 level in order to continue this uptrend direction!
Pls dyodd.
Full Year results is out!
Gross Revenue is up 1.8% to 184m.
NPI is up 1.1% to 129m.
DPU is down marginally 1.2% to 6.02 cents versus 6.09 cents last year!
Gearing is 39.3%.
Gearing is expected to go down to 36.1% upon completion of divestment of Changi City Point.
The Average costs of borrowing is 3.8% Slightly higher than last year 3.7%.
Occupancy is 99%.
Please dyodd.
Wah, she is having a nice rebound today up 6 cents to 2.15 looks rather encouraging!
The volume isn't that high!
Let's monitor and see if it will continue to trend higher towards 2.20 and above!
Results is due on 25th October.
Pls dyodd.
The selling down has been too drastic!
At 2.06, yield is 5.92% for this retail reit counter that is fundamentally sound of which I think golden opportunity is here!
Chart wise, it may well go down to revisit 2.00.
next support is at 1.89-1.90.
Not a call to buy or sell!
Please dyodd.
Divestment of the Changi Mall at 338M , Citi Analyst upgrade to buy with a price target of 2.51, Awesome!
Quote :
Citi Research analyst Brandon Lee has upgraded his call on FCT to “buy” given its improved gearing to 37.1%, making the REIT the lowest-geared retail Singapore REIT (S-REIT) among the REITs within his coverage.
FCT’s move will also give it sufficient debt headroom to make potential acquisitions that are accretive to its distribution per unit (DPU), Lee adds.
The recovery of retail revenue after Covid-19 is also another plus for FCT in the analyst’s book.
With all that in mind, Lee has increased his target price to $2.51 from $2.30. His new target price has an implied P/B of 1.08x in-line with FCT’s five-year pre-Covid-19 mean of 1.09x.
Chart wise, bullish mode!
A nice breakout of 2.26 smoothly plus good volume that may likely drive the price higher towards 2.30 than 2.35 and above!
NAV 2.32. Yearly Dividend is about 12.2 cents. Yield is about 5.44% at 2.24. I think gd price level to monitor.
Please dyodd.
ComfortDelGro - She is holding up well! Likely to continue to rise up to reclaim 1.50 again! Ex.dividend is on 6th May for 3.76 cents! Do take note!
CDG (ComfortDelGro) - A nice crossing over of 1.49-1.50 level smoothly would likely see her rising up further towards 1.62. Pls dyodd.
ComfortDelGro - She is rising up to test 1.50 than 1.63. Do take note!
A nice breakout of 1.63 smoothly plus good volume we may see her rising up further towards 1.80.
Pls dyodd.
AGM : 26th April 10.00 A.M. AT LEVEL 3, SUMMIT 1 ROOM SUNTEC SINGAPORE CONVENTION & EXHIBITION CENTRE 1 RAFFLES BOULEVARD, SUNTEC CITY SINGAPORE 039593.
Total Revenue and net profit plus increased in paying Final dividend likely to boost the price further! First wide and bullish Green candlesticks spotted on the weekly chart, looks rather positive!
ComfortDelGro - Fantastic! Finally, she had managed to breakout 1.43 plus high volume and closed well at 1.46 thus is rather positive and may likely see her rising up further to 1.50 and above! Do take note !
ComfortDelGro - She is doing a YoYo mode, will she be able to conquer 1.43 and rises higher towards 1.50 and 1.60. Do take note!
ComfortDelGro - This giant Transport company is growing and expanding at a faster rate as we can see their revenue growth on the latest sets of financial numbers with Net profit higher and the increased in Final dividend from 1.76 cents to 3.76 cents, fantastic! Yield is about 5 percent which is quite good.
Do take note! Pls dyodd.
ComfortDelGro - At 1.36, yield is about 5 percent for the giant transport company which is quite resilient during market volatility! A good defensive counter to put under one portfolio! Pls dyodd.
ComfortDelGro - FY results is out! Final dividend increased more than 100 percent from 1.76 cents to 3.76 cents. Total Revenue is up 2.6% to 3880m and Net profit is up 4.3% to 180.5m. I think is a good sets of financial numbers!
Total dividend of 6.66 cents representing a payout of 80%, swee!
EBITDA increased 6.5% to 629.9m.
XD 6th May.
PAY date 15 May
Yield is about 5% at 1.35.
Pls dyodd.
