$QAF(Q01.SI)$ $QAF(Q01.SI) 1st Half results is out! Net profit ia down 66% to 4.1m. Other operating and expenses surged 16% to 36.5m. EPS is down also 68.5% to 0.7 cents vs 2.2 cents last year. The price at 88.5 cents having a PE of about 44x seem very high premium price to pay for this dividend play counter estimating whole year EPS of 2 cents. The only consolation is having a Net cash position. Pls dyodd. https://sporeshare.blogspot.com/2025/07/qaf-profit-guidance-1st-half-of-2025.html
$Mapletree PanAsia Com Tr(N2IU.SI)$ MPACT - Mapletree PanAsia Com : Chart wise, bullish mode. She may rise up to test 1.36! A nice breakout of 1.36 smoothly plus good volume we may see her rising up further to cover the Gapped at 1.41 Next, she may rise further higher towards 1.54. Pls dyodd. https://sporeshare.blogspot.com/2025/08/mpact-mapletree-panasia-com-chart-wise.html
$Venture(V03.SI)$ VENTURE REPORTS SEQUENTIAL QUARTER IMPROVEMENT AND DECLARES SPECIAL DIVIDEND OF 5 CENTS PER SHARE IN ADDITION TO AN INTERIM DIVIDEND OF 25 CENTS PER SHARE • Revenue rose 4.7% from 1Q 2025 to 2Q 2025, with growth across the majority of our technology domains • Strong net cash position of S$1.26 billion as at 30 June 2025 • Special dividend reflects Venture's strong financial position and demonstrates our commitment to enhancing shareholder returns. XD 1st September. Paydate 12 September. The Group recorded a stronger quarter ended 30 June 2025 compared to the quarter ended 31 March 2025. Revenue rose 4.7% quarter-on-quarter to S$645.3 million, led by growth across the majority of our technology domains. For the half
$ParkwayLife Reit(C2PU.SI)$ PLIFE REIT REPORTS STURDY 1H 2025 RESULTS WITH HIGHER REVENUE AND DPU, SUPPORTED BY STRATEGIC GEOGRAPHIC EXPANSION Gross revenue and net property income rose by 8.1% and 8.0% YoY respectively, reflecting income growth from acquisitions DI grew by 9.5% year-on-year attributed to acquisitions in 2024 and Singapore hospitals with step-up lease arrangements DPU increased 1.5% year-on-year to 7.65 Singapore cents for 1H 2025 Financial position remains healthy with gearing at 35.4% and no long-term refinancing needs until September 2026 he Group delivered a resilient performance during the period, supported by higher rental contributions from its core Singapore hospitals and incremental income from new
$CapLand IntCom T(C38U.SI)$ USE OF PROCEEDS Subject to relevant laws and regulations, the Manager intends to use the gross proceeds of no less than approximately S$500.0 million from the Private Placement in the following manner: (i) approximately S$466.5 million (which is equivalent to approxi mately 93.3% of the gross proceeds of the Private Placement) to finance the proposed acquisition of the remaining 55.0% interest in the office and retail component of CapitaSpring, a property located at 86 Market Street, Singapore 048947 and 88 Market Street, Singapore 048948 3 (the proposed “Acquisition”), which was announced on 5 August 2025; (ii) approximately S$26.3 million (which is equivalent to approximately 5.3% of the gross proceed
$CapLand Ascendas REIT(A17U.SI)$ CapitaLand Ascendas REIT delivers Distribution per Unit of 7.477 Singapore cents for 1H 2025 ▪ Distributable income for 1H 2025 was stable year-on-year at S$331.1 million ▪ Portfolio occupancy remained healthy at 91.8% and leases renewed in 1H 2025 achieved a positive average rental reversion of 9.5% ▪ Healthy aggregate leverage of 37.4% and stable cost of debt of 3.7% for 1H 20256 ▪ Accretive acquisitions of three well-located, modern properties in Singapore and the US totalling S$878.0 million, as well as completion of 1 Science Park Drive redevelopment for S$300.2 million in 2025 will enhance CLAR’s portfolio quality and contribute to long-term returns. XD 11th August 2025 for balance 0.998 cents
$CapLand Ascendas REIT(A17U.SI)$ CapitaLand Ascendas REIT - 1st Half Results will be out today, 4th August after trading hours. Estimating DPU of 7.7 to 7.8 cents! Chart wise, she has retreated from 2.87 to close at 2.74, looks like opportunity is back! At 2.74, yield is about 5.55%. I think is quite a gd yield level. The recent acquisition of DC and Business park in Singapore may boost their dpu payout. Pls dyodd. Home baked Earl Grey Chiffon cake , soft and fluffy, nom nom. https://sporeshare.blogspot.com/2025/08/capitaland-ascendas-reit-1st-half.html
$CapitaLandInvest(9CI.SI)$ CapLand Investment (9CI.SI) - She has retreated from 2.87 to close at 2.76, she may rise up to retest 2.82 after taking this breather! Yearly dividend is about 18 cent if we add up the Final dividend of 12 cents plus 0.03 share of CICT , equivalent to about 6 cents that give us a total of 18 cents, yield is a whopping 6.5% at 2.76. I think is a great yield level. Pls dyodd. 11th July 2025: CapitaLand Investment (9CI.SI) - She is rising up to retest 2.73 again.A nice breakout smoothly plus good volume we may see her rising up further towards 2.82 and above! Beyond 2.83, we may see her rising up further towards 2.93 with extension to 3.12. Pls dyodd. CapLand Investment - She is gaining strength likely to tes
$IFAST(AIY.SI)$ After the released of the results, as expected, price Gapped from 7.42 and rally all the way up to 9+. Looks rather overly extended! As reflected on the chart, the same scenario may repeat itself! Pls dyodd. 24th July 2025: iFAST Corp: 1H2025 Net Profit Rises 34.7% YoY to S$41.15 million, with 2H2025 Set to Outperform; 2Q2025 Dividend Up 33% YoY and FY2025 Dividend Expected to Rise at Least 35% YoY • In 2Q2025, the Group’s net profit increased by 37.9% YoY to S$22.11 million, on the back of a 28.3% YoY increase in the Group’s gross revenue to S$120.24 million. The increase in 2Q2025 profitability was driven by growth in the Hong Kong ePension business, a turnaround of iFAST Global Bank (“Bank”) and continuing growth
$CapLand India T(CY6U.SI)$ Yesterday, price was down 4 cents to 1.15. Luckily, I have locked in profit at 1.19. The price may go down to test 1.13 than 1.09. May be opportunity might come back! They have just reported their 1st Half Results of which dPU was up 9% to 3.97 cents. But good results didn't see price reacted positively might be due to Fed signaling a not so rosy picture about rate cut for September. XD 8th September. Paydate 18th September. The XD date is still more than 1 month to go. Let's see how the price fluctuate going forward into August! Quote: The Federal Reserve said on Friday that Governor Adriana Kugler was resigning from the central bank effective Aug. 8. https://sporeshare.blogspot.com/2025/08/capland-india
$ocbc bank(O39.SI)$ OCBC Group First Half 2025 Net Profit at S$3.70 billion Interim dividend of 41 cents declared https://sporeshare.blogspot.com/2025/07/ocbc-bank-1st-half-results-is-out.html Singapore, 1 August 2025 – Oversea-Chinese Banking Corporation Limited (“OCBC”) reported net profit of S$3.70 billion for the first half of 2025 (“1H25”), 6% below the record S$3.93 billion in the previous year (“1H24”). OCBC’s total income was little changed, as a decline in net interest income from the peak level a year ago was mostly compensated by robust fee and trading income growth. Cost-to-income ratio was maintained below 40%, and higher credit allowances were set aside in view of the current uncertain operating environment. Asset qual
$CapLand China T(AU8U.SI)$ CLCT posts 1H 2025 net property income of RMB580.3 million Upgrades underway at three retail malls to transform former anchor supermarket spaces into higher-yielding concepts Singapore, 30 July 2025 – CapitaLand China Trust (CLCT) reported a net property income (NPI) of RMB580.3 million for the six months ended 30 June 2025 ( CLCT posts 1H 2025 net property income of RMB580.3 million Upgrades underway at three retail malls to transform former anchor supermarket spaces into higher-yielding1H 2025). NPI was impacted by lower gross revenue, partially mitigated by a 2.5% year-on-year (y-o-y) reduction in operating expenses across CLCT’s overall portfolio. The decrease in gross revenue was attributed to lower contri
$CapLand India T(CY6U.SI)$ - CapitaLand India Trust (CLINT) announced a 9% year-on-year (y-o-y) increase in distribution per unit (DPU) to 3.97 Singapore cents for the six months ended 30 June 2025 (1H FY 2025). 1H FY 2025 net property income (NPI) increased by 14% y-o-y in Indian Rupee (INR) terms and 10% in Singapore Dollar (SGD) terms due to higher property income, partially offset by higher operating expenses during the period. Income available for distribution for the same period grew by 15% y-o-y in INR terms and 10% in SGD terms, mainly due to higher NPI, partially offset by higher net finance costs and Trustee- Manager fees. Mr Gauri Shankar Nagabhushanam, Chief Executive Officer of CapitaLand India Trust Management Pte. L
$CapLand China T(AU8U.SI)$ CapLand China EGM - They handed out egg, tomatoes , vegetable sandwiches, tea plus coffee. Not bad. The sandwiches seem huge! Taste quite nice! The bread is soft! Here are the pictures to share! The coffee is quite nice. The board of directors. All of a certain age. Mr. Tan Tee How. CEO Jerry. Both wearing spectacles. Sitting in the middle CLCT to divest capitamall Yuhuating unlock the value of a mature assets , which improves CLCT financial flexibility. To invest 5% in CLCR. The divestment is about $135m .$20.7m for the 5% purchase of CLCR + $107m for ops usage or pared down debts. Dpu accretive of 0.4%. Shareholders seem positive with the investment in CLCR. China market seem improving for Retail malls assets class
$CapLand China T(AU8U.SI)$ CLCT posts 1H 2025 net property income of RMB580.3 million Upgrades underway at three retail malls to transform former anchor supermarket spaces into higher-yielding concepts Singapore, 30 July 2025 – CapitaLand China Trust (CLCT) reported a net property income (NPI) of RMB580.3 million for the six months ended 30 June 2025 ( CLCT posts 1H 2025 net property income of RMB580.3 million Upgrades underway at three retail malls to transform former anchor supermarket spaces into higher-yielding1H 2025). NPI was impacted by lower gross revenue, partially mitigated by a 2.5% year-on-year (y-o-y) reduction in operating expenses across CLCT’s overall portfolio. The decrease in gross revenue was attributed to lower contri
$Trade Desk Inc.(TTD)$ 29th July 2025: Yesterday closed well at 88.46, she is gaining strength and likely rise up to test 100 and the cover the at 118. Pls dyodd. 26th July 2025: Wow! A nice breakout at 86.00 last night and closed well at 86.14 pathing the way to rise up further towards 90 than 100 and above. Nibbled small units at 83.75 on Thursday. Pls dyodd. 23rd July 2025: She is looking great to rise up to retest 86 soon. A nice breakout with ease we may see her rising up further towards 90 and above. 15th July 2025: The Trade desk - Will be added on the S&P index, surely see buying interest! High probability she may likely rise back to cover the Gapped at 118.00. Immediate resistance is at 85.18 of which I think no problem in clear
$Mapletree Ind Tr(ME8U.SI)$ Mapletree Ind Tr - 1st quarter results is out. GROSS revenue is up 0.3 percent to 175.8m vs 175.2. NPI is up 0.8 percent to 133m vs 132m, DPU is down 1.5 percent to 3.27 vs 3.32 cents last year. I think the results is not bad. Much better than my DPU expectations of 3.2 cents. XD 4th August. Paydate 8th September 2025. Occupancy rate is stable at 91.4% vs 91.6% last year. Gearing is down from 40% to 37%. Very healthy Gearing level. Pls dyodd. https://sporeshare.blogspot.com/2025/07/mapletree-ind-tr-1st-quarter-results-is.html
$Trade Desk Inc.(TTD)$ 26th July 2025: Wow! A nice breakout at 86.00 last night and closed well at 86.14 pathing the way to rise up further towards 90 than 100 and above. Nibbled small units at 83.75 on Thursday. Pls dyodd. 23rd July 2025: She is looking great to rise up to retest 86 soon. A nice breakout with ease we may see her rising up further towards 90 and above. 15th July 2025: The Trade desk - Will be added on the S&P index, surely see buying interest! High probability she may likely rise back to cover the Gapped at 118.00. Immediate resistance is at 85.18 of which I think no problem in clearing it! Pls dyodd. Quote : $TTD The Trade Desk will be added to the S&P 500 index prior to the opening of trading on Friday. It will rep
$ComfortDelGro(C52.SI)$ ComfortDelGro - the last few days transacted price is very gd and price has shoot up from 1.50 to close well at 1.64, looks like Big Boys are playing! Short term wise, I think we may likely see a pullback from the current price level! After this break, it may rise up to re-attempt 1.64 and a nice breakout with ease we may see her rising up further towards 1.80 and above. 1st Half year results will be out in mid August, expecting them to declare a higher interim dividend. Last year interim dividend was 3.52 cents. Estimate 3.8-4 cents interim dividend. Pls dyodd. 23rd July 2025: ComfortDelGro - Yesterday, spotted some buying interest and pushed up the price to close 2 cents higher at 1.47 , looks rather bullis
$IFAST(AIY.SI)$ iFAST Corp: 1H2025 Net Profit Rises 34.7% YoY to S$41.15 million, with 2H2025 Set to Outperform; 2Q2025 Dividend Up 33% YoY and FY2025 Dividend Expected to Rise at Least 35% YoY • In 2Q2025, the Group’s net profit increased by 37.9% YoY to S$22.11 million, on the back of a 28.3% YoY increase in the Group’s gross revenue to S$120.24 million. The increase in 2Q2025 profitability was driven by growth in the Hong Kong ePension business, a turnaround of iFAST Global Bank (“Bank”) and continuing growth in the Group’s core wealth management platform business. • For the Group’s core wealth management platform business, Group AUA increased 21.6% YoY to a new record high of S$27.20 billion. Group net inflows were at a record S$1.29