CDL’s Valuation: A Hidden Opportunity or a Risky Gamble?CDL’s stock closed at S$5.03 on Mar 7, 2025, far below Longby minichartsg0
Centurion Revives REIT Listing PlansAfter a decade, Centurion is ready to spin off a REIT, leveraging its $2.5B assets under management (AUM), 69,929 beds, and 37 properties across six countries. CEO Kong Chee Min believes the time is right for this move. Analysts React Positively: UOB Kay Hian (Adrian Loh): Raised target price to ... (from $1.11), citing higher valuation at 8.7x earnings (up from 6.9x). RHB Bank Singapore (Alfie Yeo): Buy rating, $.... target price, citing stronger earnings outlook for FY2025-FY2026 due to an expanded bed capacity. Thanky youLongby minichartsg0
Strong Earnings & Optimistic Outlook💰 Analysts Bullish on HLA’s Future Growth Analyst Ratings & Target Prices: UOB Kay Hian (Llelleythan Tan & John Cheong): $1.11, revised FY2025-FY2026 PATMI estimates up..... DBS (Dale Lai & Derek Tan): Raised target price to ...., citing earnings momentum. 🔹 Dividend Surprise: HLA announced a final dividend of 3 ....cents per share, reinforcing confidence in its financial strength. 🔹 Valuation: Trading at .....per share, HLA has an attractive forward P/B ratio of 0.6x and is set for an earnings CAGR of 15% from FY2024-FY2027. Thank youLongby minichartsg0
Sembcorp Surprises with Dividend Hike & $1B Net ProfitSembcorp Industries has entered a “new normal,” delivering ... in adjusted net profit for FY2024, marking a .... year-on-year (y-o-y) growth and surpassing analyst expectations. In a surprise move, the company announced a higher dividend of ..... cents per share, up from 13 cents in FY2023, with a ..... payout ratio, signaling strong cash flow across its business segments.Longby minichartsg0
Market watchers suggest ..... could play a pivotal role in rMarket watchers suggest ..... could play a pivotal role in restructuring CDL, given that Davos Investment Holdings is CDL’s largest shareholder with 33.6% ownership. If a divide arises between Kwek Leng Beng and Sherman Kwek, both of whom own shares in Kwek Holdings, Davos could move to consolidate its position, potentially seeking a controlling stake of 50%. Analysts estimate that an additional $10.8 billion would be required to secure control, with a 20% control premium pushing the cost to $12.9 billion.Longby minichartsg0
Capital Returns: DBS and UOB Impress, OCBC LagsSingapore’s big three banks—DBS, UOB, and OCBC—delivered resilient earnings for Q4 2024, despite falling net interest margins (NIMs) due to interest rate cuts. While all three lenders announced capital return plans, investor reactions were divided, particularly regarding OCBC’s more conservative approach.Longby minichartsg0
Investor Activism Heats Up at United Overseas InsuranceWhy UOI’s Haw Par Holdings Matter A brewing shareholder battle at United Overseas Insurance (UOI) has the potential to shift the focus to Haw Par Corporation, a company deeply intertwined with the UOB Group. Minority investors, led by former remisier Ong Chin Woo, are pushing for UOI to distribute its 4.3 million Haw Par shares to shareholders, arguing that the move would unlock significant value.Longby minichartsg0
compared this distribution strategy to a hypothetical value ofTP:$7.68, UOI is proposing a final dividend of S$0.085 per share and a special dividend ofLongby minichartsg0
Comparisons with Local Giants and Privatisation SpeculationSingPost:TP $0.61 may pay a special dividend following the sale, though the amount will be disclosed after the company reports its FY2025 financial results in May. Analysts estimate a potential special dividend of up toLongby minichartsg0
Will OCBC's share price sustain its momentum?The Straits Times Index has been reaching new highs in recent months, driven by the rise of the top three banks—DBS, UOB, and OCBC. OCBC, which also the owner of Great Eastern insurance group, has seen its share price surge nearly 40% year-over-year. The ex-dividend date for its SGD 0.57 dividend is set for April 25, 2025, offering a dividend yield of approximately 5% based on the current price. The chart shows a stabilization candle, a few more trading days are required for confirmation. Will you invest in OCBC? Longby ZhengQian0
Jumbo Group Ready for takeoff Jumbo Group showing breakout pattern after 5 years .. This will be bullish for the stock by spiritedDingo478340
Promising Growth Amidst Strategic MovesSingtel has identified approximately S$6 billion in capital recycling through: Reducing stakes in regional associates and non-core fixed assets. Excess cash of S$2-3 billion after considering growth initiatives and 5G capex. Potential for increased core dividends towards the higher end of the 70-90% PATMI dividend policy for 2026-27. Virtual Real Dividend (VRD) payouts anticipated to be at the mid-to-upper end of 3-6 S cents per share, potentially sustained through 2026-27.by minichartsg0
BUY rating with an unchanged PE-based target price of S$0.072.Potential Second CSOV Plans for a second CSOV are in the pipeline, possibly constructed in collaboration with Norwegian vessel designer Salt Ship Design. Estimated cost: US$60m-70m (S LSE:80M -94m), with improved financing prospects due to the successful completion of the first CSOV.Longby minichartsg0
pecial Dividend and $2 Billion Share BuybackSingtel has identified approximately S$6 billion in capital recycling through: Reducing stakes in regional associates and non-core fixed assets. Excess cash of S$2-3 billion after considering growth initiatives and 5G capex. Potential for increased core dividends towards the higher end of the 70-90% PATMI dividend policy for 2026-27. Virtual Real Dividend (VRD) payouts anticipated to be at the mid-to-upper end of 3-6 S cents per share, potentially sustained through 2026-27.Longby minichartsg0
DBS Sell: Target $38.60This is not exactly a short idea for 2 reasons: 1. It is not that easy to short a Singapore stock, and 2. Singapore stocks don't really follow Elliott Waves principles because the stock market don't herd. So this is really saying: 1. Now is not the time to buy. Wait for better prices. 2. Lighten up if you are not an investor but more of a speculator/trader. Take note of the stop loss price. A break to new high means an extension of 5th wave although this is highly unlikely given that wave 3 (of 5) has already extended.Shortby yuchaosng0
Record-Breaking Revenue & Earnings - A Bright Future Ahead!Net Profit: RM30M (+55% YoY) – 12-14% above consensus estimates Earnings exceeded expectations due to higher margins in the edible & non-edible oil refinery segment and higher-than-expected interest income. Proposed Dividend: 1.8 S cents per share (total DPS: 2.7 S cents, 44.4% payout ratio). Strong demand for vegetable oils & biodiesel The global fats & oils market is projected to grow from US$257B (2023) to US$403B (2033). Increasing demand for vegetable oils (palm oil, soybean oil, rapeseed oil) benefits Oiltek. Higher biodiesel blending requirements (Malaysia B10 → B20; Indonesia B35 → B40) boost demand. Key Catalysts for Share Price Upside: Higher-than-expected order wins Better-than-expected margins due to economies of scaleLongby minichartsg0
GVT’s potential secondary listing on MalaysiaIn a January 6 report, Amanda Tan and Ling Lee Keng of DBS Group Research analyzed the impact of generative AI and other growth drivers on the semiconductor industry. They project semiconductor revenue to climb 30%, reaching $100.4 million in FY2025 and $130.6 million in FY2026. The analysts also emphasized GVT’s expansion into the wafer fab equipment market, which is eight times larger than the back-end semiconductor market, positioning the company for substantial growth opportunities. Looking ahead, GVT’s potential secondary listing on Malaysia’s Bursa could further elevate its market presence. With Bursa welcoming 55 new listings in 2024, GVT’s inclusion could bring additional momentum. Technical Analysis: Grand Venture underwent a prolonged consolidation below $0.60 before turning bullish upon breaking above this level. The trading buy target is set at $0.87, with mid-term targets of $0.93 and $1.06. Thank youLongby minichartsg0
Oiltek has proposed a final dividend of 1.8 centsOiltek International has announced record earnings of RM29.6 million for FY2024, marking a 55% increase. Revenue also reached a record high of RM230.3 million, reflecting a 14.5% rise from FY2023. The company's strong performance is primarily driven by its core business of constructing refineries for both edible and non-edible oil sectors. In FY2024, Oiltek secured RM207 million in new orders, bringing its total order book to RM354.9 million. As of December 31, 2024, the company maintains a healthy cash balance of RM106.1 million with zero debt. Oiltek has proposed a final dividend of 1.8 cents, bringing its total full-year payout to 2.7 cents. This represents a payout ratio of 44.4% and a more than two-thirds increase compared to FY2023. Looking ahead, Executive Director and CEO Henry Yong Khai Weng expressed confidence in the company’s growth prospects: "As we enter the new financial year, we remain optimistic about our business and committed to driving growth while delivering long-term, sustainable value for our shareholders." Thank youLongby minichartsg0
s This the Best Bank Stock to OwnDBS capital return dividend of 15 cents per quarter: The dividend yield of 6.5%-6.8% for DBS means that investors can expect an annual return of 6.5%-6.8% on their investment purely from dividends, based on the current stock price. The capital return dividend of 15 cents per quarter refers to an additional dividend payout that DBS has introduced, beyond its regular dividends. This means: DBS will distribute SGD 0.15 per share every quarter on top of its usual dividends. Over the full year, this adds up to SGD 0.60 per share in extra returns. This additional payout is part of a strategy to return excess capital to shareholders, likely due to DBS’s strong balance sheet and profitability. Impact on Investors: Higher Total Dividends: The combined regular dividend + capital return dividend means higher total payouts for investors. Attractive Income Stock: A 6.5%-6.8% dividend yield makes DBS one of the highest-yielding blue-chip stocks in Singapore. Consistent Payouts: Since DBS has committed to this extra dividend for at least FY2025-2027, investors can expect stable and predictable returns. In Simple Terms: DBS is giving shareholders extra money on top of its regular dividends, making it a high-yield income stock. If you hold DBS shares, you’ll receive more frequent and higher payouts every quarter. 🚀 Thank youLongby minichartsg0
Target Price: S$9.25 (SOTP-based)Keppel’s strategic focus on asset-light operations, digital infrastructure, and strong capital recycling efforts continues to position the company for sustainable long-term growth. Despite near-term volatility in the real estate segment, Keppel’s high-margin businesses in connectivity and asset management are proving to be strong revenue drivers. With a BUY recommendation and a target price of S$9.25, Keppel remains an attractive investment option for those seeking strong dividends, strategic growth, and a diversified business modelLongby minichartsg0
Next Price traget fpr YZJ Finance:$0.5, followed by $0.535By acquiring a substantial stake in Tsuneishi Group’s China unit, YZJSGD aims to enhance its presence and influence in the shipbuilding sector, particularly in China, a critical market for maritime industries. The deal aligns with YZJSGD’s broader strategic goal of strengthening its international partnerships and expanding its market share within Asia’s growing shipbuilding industry.Longby minichartsg0
UOB could announce special dividendsUOB will be the first to report its financial results on February 19. Institutional investors have maintained strong confidence in Singapore’s banking stocks, with cumulative net inflows of S$1.19 billion in 2024. The three banks currently offer attractive dividend yields: DBS at 4.8%, OCBC at 5.0%, and UOB at 4.6%, all above their respective five-year averages. Investors will be keenly watching capital management plans, dividend strategies, and loan growth trends. With a resilient earnings base, strong institutional confidence, and the potential for capital returns, Singapore’s banking sector looks set to maintain its strong performance into 2025.Longby minichartsg0
DBS could announce special dividendsDBS will be the first to report its financial results on February 10 Thank youLongby minichartsg0