Mapletree Pan Asia Commercial Trust: Better post-Mapletree Anson divestment?
Kaya Plus » Stock Analysis
by JP
2w ago
Mapletree Pan Asia Commercial Trust (SGX: N2IU), better known as MPACT, is on the news. It is in the process of divesting Mapletree Anson. It will be for a consideration of S$ 775 million, a premium of S$ 10million on top of independent valuation. Needless to say, the market took it very positively. Source: Google FinanceThe pros and selling points of the divestments Since the management already has a deck on the rationales, I will not repeat them, but rather add my analysis. You can find the deck at the link below. Source: Proposed Divestment Mapletree Anson Point 1 is straightforward. MPACT ..read more
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5 Things To Know Before Investing In Ping An Insurance
Kaya Plus » Stock Analysis
by JP
7M ago
Credits: Ping An Insurance Ping An Insurance (HKG: 2318; SHA: 601318) might be unfamiliar to most of us. But it is one of the largest insurance companies in China and also the world. For those who are aware of Ping An, its valuation as of the time of writing might have piqued your interest. But then again, it is crucial to go through some vital points prior to assuming value has arisen for Ping An. Here are 5 things you need to know about Ping An before you invest. 1. Ping An is a full-fledged financial conglomerate Ping An Insurance started off in 1988 as a property and casualty insurance com ..read more
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Why Roblox stock IS NOT A BUY?
Kaya Plus » Stock Analysis
by JP
7M ago
Roblox Corporation (NYSE: RBLX) is a global platform bringing millions of people together through shared experiences. It is a user-generated content gaming platform, that empowers creators to create and earn from their creations. Credits: Roblox Roblox released its latest Q4’22 and FY’22 results, and share prices popped by more than 26%. Although most general matrices are positive, there are some worrying aspects to take note of. Prior to that, to fully understand some of the key operating matrices of Roblox’s operations, Roblox splits its operations into revenue, deferred revenue, and booking ..read more
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Why Am I Selling Off 9% Dividend Yield Bursa Malaysia Berhad?
Kaya Plus » Stock Analysis
by JP
7M ago
Bursa Malaysia Berhad (KLSE: BURSA) had one of its best financial performances in 2021. Riding on top of the glove trading frenzy, its topline grew by almost 60%. Bursa boasts a pledge to pay out 75% of its profit after tax (PAT) as dividends to shareholders. On top of operating in a regulated and monopolizing sector, all looks too good for Bursa. If you had invested in Bursa Malaysia Berhad, you would have enjoyed a 9% dividend yield, relatively risk-free. This is assuming you have done your research well. So why have I decided to sell my stake in Bursa Malaysia Berhad? Isn’t it a good divide ..read more
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3 S-REITs with increased DPU despite high-interest rates
Kaya Plus » Stock Analysis
by JP
7M ago
A high-interest rate environment might put off REIT investment ideas. Most REITs will get affected by higher borrowing expenses. And most will REITs will also find it tricky to maintain growth in their distributions per unit (DPU). But for me, a high-interest rate is the perfect stress test. There are a handful of REITs that still achieves growth in earnings and distribution. The best part is, there are 3 of them that are listed on the Singapore Exchange. Here are the 3 REITs. 1. CapitaLand Integrated Commercial Trust (SGX: C38U) CapitaLand Integrated Commercial Trust (SGX: C38U), CICT, is Sin ..read more
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Is Micro-Mechanics still a great dividend stock?
Kaya Plus » Stock Analysis
by JP
7M ago
Micro-mechanics Holdings Ltd. (SGX: 5DD) is a company listed on the Singapore Stock Exchange. It was founded in 1983 and specializes in the design, manufacture, and marketing of high-precision tools, parts, and equipment for the semiconductor industry. Source: Micro-Mechanics website Micro-Mechanics products are essential for producing a wide range of semiconductor devices, including those used in smartphones, computers, and other consumer electronics. It has a global presence with manufacturing facilities and sales offices in several countries, including the United States, Malaysia, China, an ..read more
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Sea Ltd Q4’22 – The bad side that the news ignore
Kaya Plus » Stock Analysis
by JP
7M ago
Sea Ltd (NASDAQ: SE) released its FY’2022 and Q4’2022 results. The steal of the show was its surprise positive EBITDA. Stock prices popped on the positive news. The general market is buoyant on the prospects of Sea suddenly. Here are some observations and points you need to take note of prior to jumping back on the bandwagon. 1. Sea Q4’22 revenue increased 7% YoY 2023.03.07 Sea Fourth Quarter and Full Year 2022 Results Deck In its latest Q4’22, Sea reported revenue growth of 7% YoY. That is surprisingly low for a fast-growing company. From the different shades of the bars, the E-commerce arm ..read more
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Great Q4’22 Results? Time to Grab some Grab stocks?
Kaya Plus » Stock Analysis
by JP
7M ago
Grab Holdings Ltd (NASDAQ: GRAB) share prices has not been great ever since it went IPO. But its latest set of results might spell a change in fortune. Here are some key notes from its latest quarter results. 1. Improvements & growth in key metrics Source: Grab Q4’22 PowerPoint Presentation Grab has slowly evolved from a pure mobility app to also incorporate e-commerce, making it a Super app. On top of good revenue growth, it also needs to ensure that Gross Merchandise Value (GMV) is growing as well. Revenue was higher by 112% YoY, with GMV continuing to grow by 24%. With higher borrowing ..read more
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CapitaLand India Trust: 6 Things to know before investing
Kaya Plus » Stock Analysis
by JP
7M ago
Credits: CapitaLand CapitaLand India Trust (SGX: CY6U) (CLINT) is previously known as Ascendas India Trust (a-iTrust). It is a property trust which owns seven IT parks, one logistics park, and one data center development in India. Its principal objective is to own income-producing real estate used primarily as business space in India. CLINT may also develop and acquire land or uncompleted developments primarily to be used as business space, with the objective of holding the properties upon completion. CLINT is managed by CapitaLand India Trust Management Pte. Ltd., a wholly-owned subsidiary of ..read more
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AirAsia X merge with AirAsia Bhd? 4 Questions To Ask
Kaya Plus » Stock Analysis
by JP
7M ago
Capital A Berhad (KLSE: CAPITALA) and AirAsia X Berhad (KLSE: AAX) became news headlines a few days back. According to an article by The Edge, AirAsia X Bhd (AAX) is looking to acquire Capital A Bhd’s aviation arm through AirAsia Bhd (AAB) and AirAsia Aviation Group Ltd (AAGL). As reported by The Edge, this surprise move is part of AAX’s bid to uplift its PN17 status. On paper, the move and reason seem justifiable. But when you think about it more, there are some questions that remain unanswered for this move. 1. Where will the money come from? AAX is still in PN17. Last year October, AAX’s e ..read more
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