V431: 市场恐慌！不要错过这8支新加坡蓝筹股的超卖机会！| 航哥新加坡每周股评 (10.08.2024) #dbs #ocbc #uob #sia
https://youtu.be/r7mwazrCJxQ
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Find updates of the following companies in the news in today's post: CapitaLand Integrated Commercial Trust, CapitaLand Investment Ltd, ComfortDelGro Corporation Ltd, H2G Green Ltd, IHH Healthcare Bhd, Nera Telecommunications Ltd, OCBC Ltd, SIA Ltd, and Tuan Sing Holdings Ltd:

CapitaLand Integrated Commercial Trust (SGX: C38U, $CapLand IntCom T(C38U.SI))

04 Sep 2024: CapitaLand Integrated Commercial Trust's (CICT) private placement was 3.7 times oversubscribed, with an issue price of S$2.04 per unit, representing a discount to the VWAP. The REIT aims to raise S$1.1 billion through this equity fund raising to finance its acquisition of a 50% stake in ION Orchard, subject to unitholder approval at an extraordinary general meeting.

04 Sep 2024: The manager of CapitaLand Integrated Commercial Trust (CICT) announced that HSBC Institutional Trust Services, the trustee-manager of RCS (Raffles City Singapore) Trust, has redeemed S$150 million of 3.05% fixed rate notes due this year. These notes, issued under CICT’s US$2 billion Euro medium term note programme, will be cancelled effective from 4th September.

CapitaLand Investment Ltd (SGX: 9CI, $CapitaLandInvest(9CI.SI))

04 Sep 2024: CapitaLand Investment (CLI) aims to more than double its funds under management (FUM) in India from S$7.4 billion to support its global target of S$200 billion FUM by 2028, leveraging India’s fast-growing economy and demand for real assets. CLI plans to expand its presence through business parks, logistics, data centres, and lodging, while also exploring renewable energy and real estate private credit opportunities in the country.

ComfortDelGro Corporation Ltd (SGX: C52, $ComfortDelGro(C52.SI))

04 Sep 2024: ComfortDelGro, through its Australian subsidiary, has secured three bus franchises from the Victorian Department of Transport's Metropolitan Zero Emission Bus (ZEB) tender, valued at A$1.6 billion (S$1.4 billion) over 10 years. This contract will boost its market share in Melbourne to 20%, with full ZEB operations expected by the end of the contract, starting from July 2025.

H2G Green Ltd (SGX: 5AI, $H2G Green(5AI.SI))

04 Sep 2024: H2G Green is proposing a renounceable non-underwritten rights issue of up to 1.42 billion warrants, equal to its issued share capital as of 4 September, aiming to raise up to S$1.42 million at an issue price of 0.1 Singapore cents per warrant. Each warrant, offering a 63.64% discount to H2G Green’s closing price, allows shareholders to subscribe to new shares at 0.4 Singapore cents per share, with shareholders Lim Shao-Lin and Gashubunited Holding committing to subscribe to their full entitlement, subject to approval at an extraordinary general meeting.

IHH Healthcare Bhd (SGX: Q0F, $IHH(Q0F.SI))

04 Sep 2024: IHH Healthcare is set to acquire Island Hospital, a private hospital chain in Penang, Malaysia, for RM3.92 billion, strengthening its competitive presence in the region. The acquisition, funded through internal resources and external borrowings, is expected to close by the end of 2024 and will expand IHH's operations to 3 hospitals in Penang with over 1,000 beds.

Nera Telecommunications Ltd (SGX: N01, $NeraTel(N01.SI))

04 Sep 2024: Ennoconn Corporation will acquire a 53.38% stake in Singapore-listed Nera Telecommunications (NeraTel) at 7.5 Singapore cents per share, with plans to make a mandatory cash offer for the remaining shares as per Singapore's takeover regulations. Ennoconn, a global technology solutions provider, aims to leverage synergies with NeraTel to enhance its ESaaS platform and strengthen its presence in markets such as Singapore, Vietnam, Thailand, and Malaysia. According to Ennoconn, it intends to keep NeraTel listed and does not intend to revise the offer price.

Oversea-Chinese Banking Corporation Ltd (SGX: O39, $OCBC Bank(O39.SI))

04 Sep 2024: OCBC will soon allow children aged 7 to 15 to open their own digital bank accounts and hold debit cards, with parental controls in place to monitor transactions and set limits. The bank will also offer a financial literacy programme alongside these accounts, teaching children about budgeting, money management, and online safety.

Singapore Airlines Ltd (SGX: C6L, $SIA(C6L.SI))

04 Sep 2024: Singapore Airlines is inspecting its Rolls-Royce Trent XWB-84 engines on A350-900 planes as a precaution after Cathay Pacific identified a component failure on one of its A350-1000 jets. Cathay Pacific has cancelled 34 round-trip flights and is replacing parts on 15 aircraft, but other airlines, including Singapore Airlines, have not yet been instructed to conduct similar inspections.

Tuan Sing Holdings Ltd (SGX: T24, $Tuan Sing(T24.SI))

04 Sep 2024: Tuan Sing's CEO, William Liem, has been actively increasing his stake in the company, purchasing significant shares across multiple transactions in late August and early September. His recent acquisitions, including 352,700 shares for S$81,121 (or 23 Singapore cents per share) on 3rd September and 547,900 shares for S$126,017 (or 23 Singapore cents per share) on 4th September, have brought his total shareholding to 53.89%.

What's New on the YouTube Channel:

CapitaLand Integrated Commercial Trust's Proposed Acquisition of ION Orchard: What You Need to Know - https://www.youtube.com/watch?v=WTuzSt5fS_k

Disclaimer: The information provided in this post is based on my interpretation of various news reports and is intended solely for informational purposes. It does not constitute any buy or sell recommendations for the mentioned companies. Please conduct your own thorough research before making any investment decisions.

$SIA(C6L.SI) https://www.businesstimes.com.sg/companies... Sep 4, 2024 · 08:57 AM

Find updates of the following companies in the news in today's post: ASL Marine Holdings Ltd, Aspen (Group) Holdings Ltd, CapitaLand Ascott Trust, Dasin Retail Trust, EC World REIT, Helens International Holdings Co Ltd, Nio Inc, Ossia International Ltd, Sats Ltd, SIA Ltd, Singapore Paincare Holdings Ltd, ST Engineering Ltd, and SingTel Ltd:

ASL Marine Holdings Ltd (SGX: A04, $ASL Marine(A04.SI))

30 Aug 2024: ASL Marine reported a 10.6% year-on-year increase in earnings to S$3.9 million for FY2024, driven by a 4.0% rise in revenue to S$349.3 million, primarily from ship chartering and repair services, despite lower shipbuilding revenue. However, the company noted mixed and uncertain macro trends for the maritime industry, despite some encouraging signs of growth, and highlighted potential risks from higher interest rates.

Aspen (Group) Holdings Ltd (SGX: 1F3, $Aspen(1F3.SI))

30 Aug 2024: Aspen Group reported a net profit of RM38.26 million for FY2024 ended 30 June, reversing from a significant loss of RM195 million the previous year, with revenue down 9% year-on-year to RM245 million primarily due to its property development segment. The company expects future growth opportunities in Penang and Batu Kawan, driven by Malaysia’s strategic position in the global semiconductor industry and the extension of the Home Ownership Campaign.

CapitaLand Ascott Trust (SGX: HMN, $CapLand Ascott T(HMN.SI))

30 Aug 2024: DBS Bank sold 1.492 million units in CapitaLand Ascott Trust (CLAS) on 26 August, netting S$1.35 million at 90.5 Singapore cents per unit, reducing its stake in the trust to 0.77%. Earlier, on 2 August, DBS had also disposed of 378,700 units at 89 Singapore cents per unit, bringing its stake down to 0.896% at that time, while CLAS reported an 8% year-on-year decrease in distribution per stapled security to 2.55 Singapore cents for 1H FY2024, despite an 11% revenue increase to S$386.4 million due to strong lodging demand.

Dasin Retail Trust (SGX: CEDU, $Dasin Retail Tr(CEDU.SI))

30 Aug 2024: Dasin Retail Trust's non-executive directors, Zhang Zhencheng and Zhang Zhongming, have been accused by the trustee-manager of breaching their duties, leading to significant financial losses for the trust, including a failed investment deal with a Chinese state-owned entity. The trustee-manager has demanded compensation for these losses, as well as for legal costs, and has asked the directors to cease actions obstructing the trust's restructuring efforts.

EC World REIT (SGX: BWCU, $EC World Reit(BWCU.SI))

01 Sep 2024: The CEO of EC World REIT's sponsor provided incorrect instructions, leading to unauthorised mortgages on three of the REIT's properties, as revealed by an investigation. The REIT manager has since initiated steps to revoke the final unauthorised mortgage and has strengthened internal controls following the incident.

Helens International Holdings Co Ltd (SGX: HLS, $Helens(HLS.SI))

30 Aug 2024: Helens International Holdings reported a 51% year-on-year decline in adjusted net profit to RMB90.3 million for 1H FY2024, primarily due to secondary listing expenses and losses from bar optimisation efforts. Despite a 37.8% drop in revenue to RM441.3 million, relatively due to a high performance base last year, the company plans to continue expanding its terminal network and focus on supply chain management and space creation, with an approved interim dividend of RMB0.1573 per share.

Nio Inc (SGX: NIO, $NIO Inc. USD OV(NIO.SI))

01 Sep 2024: Chinese electric vehicle maker Nio delivered 20,176 vehicles in August, marking its 4th consecutive month of surpassing 20,000 deliveries, though slightly lower than July's figure. Year-to-date deliveries in 2024 have reached 128,100, a 35.8% increase from the previous year, with over 70% of users opting for Nio's battery rental service following a partnership with CATL to develop longer-life batteries.

Ossia International Ltd (SGX: O08, $Ossia Intl(O08.SI))

01 Sep 2024: The Goh family of Ossia International has successfully received valid acceptances for 85.92% of the company's shares, effectively closing their privatisation offer on 30th August. Despite multiple market purchases, including those by Goh Ching Wah, the offer did not exceed the 90% threshold required for full privatisation.

Sats Ltd (SGX: S58, $SATS(S58.SI))

30 Aug 2024: Sats’ indirect wholly-owned subsidiary, Worldwide Flight Services Holland (WFS), is proposing to acquire Menzies World Cargo (Amsterdam), which will significantly increase its warehouse capacity and cargo handling capabilities at Amsterdam’s Schiphol Airport. The acquisition, pending certain conditions, involves WFS purchasing the loss-making asset from Menzies Aviation for a nominal sum of one euro, with the deal positioning WFS for long-term growth in one of Europe’s busiest air cargo hubs.

Singapore Airlines Ltd (SGX: C6L, $SIA(C6L.SI))

30 Aug 2024: Singapore Airlines (SIA) has received approval from India's government for foreign direct investment in the merged entity of Tata SIA Airlines (Vistara) and Air India, with the merger now expected to be completed by the end of 2024. The FDI approval is seen as a significant step towards finalising the merger, with discussions ongoing to extend the long-stop date beyond the previously indicated 31 October 2024.

Singapore Paincare Holdings Ltd (SGX: FRQ, $Sing Paincare(FRQ.SI))

30 Aug 2024: Singapore Paincare reported a profit of S$1.97 million in FY2024, a significant turnaround from a S$0.67 million loss in FY2023, driven by a revenue increase by 21.9% to S$26.91 million, primarily from its specialist and GP clinics. Despite the positive financial performance, the company remains cautiously optimistic about FY2025 due to challenges in the evolving healthcare insurance landscape.

Singapore Technologies Engineering Ltd (SGX: S63, $ST Engineering(S63.SI))

30 Aug 2024: ST Engineering and MAN Truck and Bus have introduced Singapore's first right-hand drive electric bus, the MAN Lion’s City E, as part of the nation's push to electrify its public bus fleet. This bus features advanced battery technology and digital cameras in place of side mirrors, and the first unit has been purchased by Leisure Frontier for shuttle services starting in late 2024.

Singapore Telecommunications Ltd (SGX: Z74, $SingTel(Z74.SI))

30 Aug 2024: Singtel raised a record S$1.48 million at its annual charity golf event to support students with special needs from 6 adopted special education schools, surpassing last year’s total of S$1.28 million. The funds will be directed to the Singtel Touching Lives Fund, which has raised over S$57 million since 2002, with all donations going directly to the cause, as Singtel covers all fundraising expenses and matches employee contributions.

Disclaimer: The information provided in this post is based on my interpretation of various news reports and is intended solely for informational purposes. It does not constitute any buy or sell recommendations for the mentioned companies. Please conduct your own thorough research before making any investment decisions.

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