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Capitaland
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victorcy2004
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14-Apr-2014 16:32
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Last Price done $2.92 Before Transaction: EPS: $0.2, ROE: 5.4%, NAV per share: $3.79, PE: 14.6, discount 22.7% After Transaction: EPS: $0.24, ROE: 6.7%, NAV per share: $3.65, PE: 12.2, discount 20% EPS and ROE increased by 20%, PE lowered by 16%, based on last lowest price at $2.68, short term target may be $3.20. If CMA grows steadily at 10-20% per annum, we will see share price of CPL to reach NAV value within a year. |
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danger
Supreme |
14-Apr-2014 15:55
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if you see Capitaland' s FY result , CMA contributed to 41% of CL' s EBIT . CMA' s asset is worth $11.3 BILLION |
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danger
Supreme |
14-Apr-2014 15:48
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Capitaland is buying back the most lucrative business and keep it safely under its arm . Coming with it is the $1 Billion cash that CMA owns ... :) |
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remister889
Member |
14-Apr-2014 15:41
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remember they craved out its mall holding (i.e CMA) now they want to merge it back.
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BullsAndBear
Veteran |
14-Apr-2014 15:37
Yells: "I come at the turn of the tide " |
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What did they flip flop on ?
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Aberdeen123
Senior |
14-Apr-2014 15:27
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Statschippac.Px undervalued and Temasek has a existing stake in it. Huat arh.
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WanSiTong
Supreme |
14-Apr-2014 15:09
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Published April 14, 2014
Singapore' s CapitaLand offers US$2.5b to take over CapitaMalls Asia
[SINGAPORE] CapitaLand Ltd, Southeast Asia' s biggest property developer, said it had launched an offer worth S$3.06 billion (US$2.45 billion) to take complete ownership of its 65-percent subsidiary CapitaMalls Asia Ltd (CMA).
CapitaLand is offering S$2.22 in cash, a 23 per cent premium to CapitaMalls' closing share price of S$1.8 on Friday. Trading in both the shares was halted on Monday pending an announcement. " Delisting CMA enables greater alignment between CapitaLand and CMAs' s business strategies by focusing resources on highest overall project returns," CapitaLand said in its statement to the Singapore exchange on Monday. Singapore sovereign investor Temasek Holdings owns 39 per cent of CapitaLand. CapitaMalls, which manages 105 shopping malls, earned 43 per cent of its revenue from China last year, 32 per cent from Singapore, and most of the remaining from Japan and Malaysia.
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wangwa
Senior |
14-Apr-2014 15:05
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Is the halt going to lift tomorrow? | ||||
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remister889
Member |
14-Apr-2014 15:00
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Flip flop decision.Dont look good on mgtment. |
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BullsAndBear
Veteran |
14-Apr-2014 14:54
Yells: "I come at the turn of the tide " |
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First olam, then noble, now capitalmall asia. Realise all are index stocks. Who' s next on the list ? |
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RoundRound
Elite |
14-Apr-2014 14:51
Yells: "Tikam Tikam can also" |
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So many cases of privatisations recently. I think a good number of stocks within SGX are pretty much oversold in recent years while its peers have surged. | ||||
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Blanchard
Master |
14-Apr-2014 14:45
Yells: "Winners cry..... Losers smile....." |
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I think Capitaland is already holding 65.4% of CMA. Perhaps it's timely and good to get back the rest? | ||||
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victorcy2004
Member |
14-Apr-2014 14:40
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Capitaland will move up as CMA shareholder will sell at 2.22 and then buy Capitaland to hold CMA indirectly. Capitaland will see 3.20 soon. |
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BullsAndBear
Veteran |
14-Apr-2014 14:32
Yells: "I come at the turn of the tide " |
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They got so much cash in hand, and given CMA was pretty much undervalued in a way. It makes sense for them to move in to take them private. With the middle class income set to explode in the region, and CMA being a proxy to the consumer market in the region, it has alot of potential for growth. |
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Heero78
Veteran |
14-Apr-2014 14:27
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why the hell they want to do?? knn....sounds like privatisation is on trend.... |
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RoundRound
Elite |
14-Apr-2014 14:20
Yells: "Tikam Tikam can also" |
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Capitaland taking CMA private offer price. $2.22 | ||||
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daffytlh
Veteran |
14-Apr-2014 14:19
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refer to sgx.com got announcement just came in. |
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danger
Supreme |
14-Apr-2014 10:00
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Maybe more acquisition of land in china for developement ? Or another surprise interim special dividend to reward shareholders from thier $6.9 BILLION warchest ? |
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phil1314
Senior |
14-Apr-2014 09:52
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What is going to be the announcement for both companies under trading halt? To sell or not to sell once trading resumes?
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brchkho1
Master |
14-Apr-2014 09:27
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Requests to halt by both are just minutes apart. |
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