January 14 – 18, 2024
Week 3 — January 2024
- AEM Chart-wise super bearish — broke below 3.00 support, closed at 2.90.
- Wilmar Intl Broke down 3.38 level; likely to test 3.00.
- SingTel Needs to reclaim 2.45 to sustain uptrend. Estimated final dividend 6¢ + interim 5.2¢ = 11.2¢ total, yield ~4.68% at 2.39.
- UOB Sold down ahead of results due February 22.
- Mapletree PanAsia Com Tr Results due Jan 29; yield ~5.9% at 1.50.
December 21, 2023
Late December 2023
- CapitaLandInvest (9CI.SI) at 2.97, yield ~4.04%–5.05% depending on final dividend of 12–15¢. NAV of 2.84.
- SSB January 2024 SSB: average 3.07% over 10 years — "quite a good rate." Last day to apply: December 26, 2023.
November 28, 2023
Late November 2023
- NetLink NBN Tr Yield above 6%. New IMDA pricing at 7% WACC starting April 2024.
- OCBC Bank FY results due the following morning; market expecting final dividend.
October 14 – 19, 2023
Mid-October 2023
- CapitaLand Ascendas REIT At 2.55, yield above 6%. NAV 2.325, gearing 36.7%.
- DBS Group Stuck in consolidation mode.
July 30 – August 6, 2023
Early August 2023
- Mapletree PanAsia Tr XD Aug 7; yield ~5.5%.
- CapitaLand Investment Commentary on price action.
- UOB Sell-down noted.
- ComfortDelGro V-shape recovery pattern observed.
- DBS Q2 results: net profit up 48% to S$2.69b, dividend increased to 0.48.
July 23 – 30, 2023
Late July 2023
- CapLand India Trust Chart analysis and yield commentary.
- UOB Interim dividend increased from 0.60 to 0.85.
- Olam Group Profit guidance discussed.
July 5, 2023
Early July 2023
- Sembcorp Industries Pullback noted; current ratio below 1.
June 11 – 18, 2023
Mid-June 2023
- YZJ Ship Building (BS6) chart analysis.
- SGX Commentary on the exchange counter.
- DBS Group Price-level discussion.
- Nu Holdings Covered alongside Singapore counters.
- Keppel DC REIT analysis.
- Alibaba (9988.HK) Hong Kong-listed counter.
- OCBC Bank Banking-sector commentary.