Page 3 | Ideas and Forecasts on Stocks — Singapore — TradingView

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 appear

S-REITs – Mapletree Pan Asia potential rebound Mapletree Pan Asia is finally lifting from the support line at SGD 1.18. The REITs sector is typically seen as a defensive play during periods of weak market sentiment. The decline in Singapore’s interest rates and growing expectations of a Fed rate cut are driving its recovery. Despite a 5.96% dividend yield, concerns remain as net property income continues to decline following the divestment of Mapletree Anson.

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 Plans 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 6.9x). RHB Bank Singapore (Alfie Yeo): Buy rating, $.... target price, citing stronger earnings outlook for FY2025-FY2026 due to an e

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

Sembcorp Surprises with Dividend Hike & $1B Net Profit 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.

Market watchers suggest ..... could play a pivotal role in r 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%. Analysts estimate that an additional $10.8 billion would be required to secure control, with a 20% control premium pushing the cost to $12

Capital Returns: DBS and UOB Impress, OCBC Lags 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.

Investor Activism Heats Up at United Overseas Insurance 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 move would unlock significant value.

compared this distribution strategy to a hypothetical value of TP:$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 Speculation 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

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.

Jumbo Group Ready for takeoff Jumbo Group showing breakout pattern after 5 years .. This will be bullish for the stock

by spiritedDingo47834

Promising Growth Amidst Strategic Moves 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) 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 Buyback 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) 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 $38.60 This 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 (o

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

GVT’s potential secondary listing on Malaysia 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, which is eight times larger than the back-end semiconductor market, positioning the company for substantial growth opportunities. Lookin

Oiltek has proposed a final dividend of 1.8 cents 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 secured RM207 million in new orders, bringing its total order book to RM354.9 million. As of December 31, 2024, the company maintains a he

s This the Best Bank Stock to Own 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 regular dividends. This means: DBS will distribute SGD 0.15 per share every quarter on top of its usual dividends. Over the full year, th

Lenslease is over sold. Buy at $0.51 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 price of S$0.72, implying 35.8% upside from the last closing price of S$0.53.

Target Price: S$2.37, indicating a 22.8% upside 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: Supported by positive rental reversions and strong occupancy rates. Portfolio Expansion & AEI: With the acquisition of ION Orchard and

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 g