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CDL’s stock closed at S$5.03 on Mar 7, 2025, far below

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After 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...

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💰 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...

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Sembcorp 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.

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Market 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%....

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Singapore’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.

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Why 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...

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TP:$7.68, UOI is proposing a final dividend of S$0.085 per share and a special dividend of

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SingPost: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

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Singtel 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)...

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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.

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Singtel 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)...

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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...

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In 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,...

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Oiltek 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...

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DBS 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...

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Key Valuation Metrics Metric Value NAV/Share (FY25) S$0.73 Net Debt/Share (FY25) S$0.62 P/B Ratio (FY25) 0.7x DPU Yield (FY25) 7.0% Target Price S$0.72 Upside Potential 35.8% (from S$0.53) Maintained BUY rating based on resilient Singapore operations, improving Italian occupancy, and stable distributions. FY25 distribution yield of 7.0% remains attractive. Target...

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Stock Valuation and Outlook Share Price (as of Feb 6, 2025): S$1.93 Target Price: S$2.37, indicating a 22.8% upside Net Asset Value (NAV) per share: S$2.12 Projected DPU for 2025-2027: 2025F: 10.9 S cents 2026F: 11.2 S cents 2027F: 11.3 S cents Dividend Yield: 5.6% (2025F), increasing to 5.8% by 2027 PE Ratio: 16.9x (2025F)​. Investment Thesis Steady DPU Growth:...