Bullish trendReversal both technically (>200ma) and fundamentally.
Looking at first target of $0.455 ( SGX:I07 )
Have the potential for 3x multibagger within a year.
Analysts from RHB and Maybank expect that potential Fed rate cut
Analysts from RHB and Maybank expect that potential Fed rate cuts and government support may ease pressure on S-Reits, especially those in healthcare, suburban retail, and industrial segments. Longer lease expiries and Singapore’s limited tariff exposure also offer stability.
Despite the selloff, analysts continue to back S-Reits as long-term defensive plays. OCBC Investment Research noted that S-Reits outperformed the broader market from Apr 3–7, with the FTSE ST All-Share Reit Index down 5.2% versus the Straits Times Index’s 10.1% fall.
Maybank Securities and DBS Group Research named top picks like..
Buy, hold, and let those sweet returns melt in your portfolio!Guys, we all know the sector rotational for consumer defensive is now rebounded
regardless the sector rotation or tariffs noise, agribusiness and sugar remains an essential commodity in our daily life.
There are strategies that Wilmar has taken for the past 3 years. We have seen the share price is being strongly supported at SG$3.03.
Given the essential nature of sugar, Wilmar’s strategic positioning, strong financials, and resilient consumer demand, this could be an opportune time to buy and hold for long-term gains.
🗝️ Key Investment Considerations:
Strong Technical Support – Wilmar’s share price has consistently held above SG$3.03, indicating a solid support level.
📙 Fundamental Strength – The company has a wide economic moat, benefiting from its integrated agribusiness model.
💰 High Insider Ownership – With a 74.7% stake held by major investors, management has significant “skin in the game.”
SGX:F34
📌 Investment Call: Buy & Hold (24-36 months)
🎯 Target Price: SG$4.46
💰 Potential Upside: 33%
📈 Dividend Yield: ~5.13% (TTM)
Wilmar International (stock symbol: F34.SI) dividend yield (TTM) as of March 27, 2025 : 5.13%
Average dividend yield, last 5 years: 4.1% (including 2024)
W Chart - crossing above zero line for MACD indicator
SIA Hits Resistance at SGD 6.86SGD 6.86 is a key resistance level for SIA. A successful breakout could see it turn into support. Failure to break above this level suggests continued short-term downside.
CapitaLand (9CI) Ready to Soar? Watch This Key Level!By Eric Lee , Sales Director of Phillip Nova
CapitaLand Investment (SGX: 9CI) has been in a downtrend since October 2024, falling from its peak of $3.20. However, recent technical signals suggest that accumulation may be taking place, with a potential breakout on the horizon. The volume profile indicates significant trading activity in the $2.40 to $2.60 range, which could signify either accumulation or distribution. Given the bullish signals emerging from other indicators, accumulation appears more likely.
The stock has recently broken out of a Bollinger Band squeeze, typically a sign of increased volatility. The price action suggests buyers are stepping in, pushing the stock above short-term resistance levels. The Know Sure Thing (KST) momentum indicator, displayed in the lower panel, is in a strong upward trajectory, reinforcing bullish sentiment. This suggests that positive momentum is building, potentially supporting a move higher.
Key levels to watch include $2.63 as immediate resistance, with a breakout above this level potentially confirming the bullish trend and setting the next upside target around $3.00. On the downside, $2.40 remains a critical support level. A failure to hold above this level could indicate further weakness. Investors and traders should watch for confirmation signals before taking positions.
CDL’s Valuation: A Hidden Opportunity or a Risky Gamble?CDL’s stock closed at S$5.03 on Mar 7, 2025, far below
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 you
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 you
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.
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.
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.
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.
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 of
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 to
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?
Jumbo Group Ready for takeoff Jumbo Group showing breakout pattern after 5 years .. This will be bullish for the stock
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.
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.
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.
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.
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 scale
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 you
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 you
