| Latest Forum Topics / CapitaLand |
|
|
Kep-KBS Reit
|
|||||
|
josemmm123
Master |
08-Sep-2021 13:27
|
||||
|
x 1
x 0 Alert Admin |
|
||||
| Useful To Me Not Useful To Me | |||||
|
Adrianinsing
Elite |
08-Sep-2021 13:25
|
||||
|
x 0
x 0 Alert Admin |
The current price is fine - it' s people selling because they don' t want to  go through the delisting process - many will use the funds from the sale to  buy CLI on 20th September- once this selling of CapitaLand is completed  then the price will head to $4.10 and beyond   
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
invest8
Senior |
08-Sep-2021 12:13
|
||||
|
x 0
x 0 Alert Admin |
According to CL, CLI implied consideration is $4.102 ..$(0.328+0.951+2.823). CL and CICT current trading prices $4.04 and $2.04 respectively, 1.5  more trading days (incl. today) for CL. I think the current lacklustre CL trading is due to the weak CICT performance, in addition to the not-so-favourable market sentiment and the shortists activities some forummers here have stated. Nevertheless, regardless of CL closing price tomorrow.. I think CLI to perform well on introductory day and trade above the implied consideration. If otherwise, a good opportunity for one to buy and accumulate.. 
|
||||
| Useful To Me Not Useful To Me | |||||
|
Adrianinsing
Elite |
08-Sep-2021 11:56
|
||||
|
x 0
x 0 Alert Admin |
No I mean what I say 93% of contra player are retail investors ( institutions also contra ) A contra does not have a short position  A contra player is simply a person who buys and sells before the due date and thus pockets the profit or pays the losses without picking up the share A short player sells something he does not own ( possibly borrows share ) or is a naked short in that he does not borrow the share )  in the hope of buying back later at a lower price  so that he csn pocket the difference   
|
||||
| Useful To Me Not Useful To Me | |||||
|
tguanhoc
Senior |
08-Sep-2021 11:38
|
||||
|
x 0
x 0 Alert Admin |
This is a normal situation where the storm comes before the calm.  | ||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
Kandee
Senior |
08-Sep-2021 11:29
|
||||
|
x 0
x 0 Alert Admin |
Just to clarify I am neither a shortist nor contra player.  Giving my 2 cents on why the price is hovering around the current range (would say between 4.00 to 4.10) ... For me, there will always be these kinds of players in the market for all kinds of stocks...  I look at fundamentals and both CLI and CICT are fundamentally sound counters.  They are both keepers.  
|
||||
| Useful To Me Not Useful To Me | |||||
|
Kandee
Senior |
08-Sep-2021 11:23
|
||||
|
x 0
x 0 Alert Admin |
Thanks for the clarification.  I guess you meant to say Shortist are 93% of Capitaland retail investors.
|
||||
| Useful To Me Not Useful To Me | |||||
|
tguanhoc
Senior |
08-Sep-2021 11:13
|
||||
|
x 0
x 0 Alert Admin |
Dear Adrian,  I believe that the short sellers and traders are taking advantage of the negative sentiments of the Dow to price down CAPLAND.   Therefore your forecast of $4.10 at the last day of trading tomorrow, would be difficult to achieve.   Nevertheless these absolutely " negative" minded people are probably the last to buy or sell their CAPLAND holdings to make gains.   They also realise that this opportunity to take gains only happens once in a long time.   Those retail investors like some of us would have bought earlier and hold on to hopefully make gains out of CLI on and after 20 Sep, would steer clear of the current downwards volatility trap to play safe.  There would probably some institutional investors, like Temasek with deep pockets might just buy off everything at tomorrow' s closing in order to maximise their CLI holdings.    |
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
Lobster
Elite |
08-Sep-2021 10:56
Yells: "Even Adam Khoo believes in the Black Market!" |
||||
|
x 0
x 0 Alert Admin |
last sentence I meant to say, " unless you are blind and can' t see....."
|
||||
| Useful To Me Not Useful To Me | |||||
|
Lobster
Elite |
08-Sep-2021 10:54
Yells: "Even Adam Khoo believes in the Black Market!" |
||||
|
x 0
x 0 Alert Admin |
Err.. if contra, assuming you bought at the last few days and including today, at the lowest $4.01, your price has to be at least $4.08 just to break even. You contra only, when you thinking the price will go up the next few days. Surely you don' t want to contra at a loss. As for your last sentence on CICT, is exactly what I know of what most shareholders are thinking, until some blind people ( can' t use the word dumb, or else people can get sensitive)
|
||||
| Useful To Me Not Useful To Me | |||||
|
Adrianinsing
Elite |
08-Sep-2021 09:39
|
||||
|
x 0
x 0 Alert Admin |
CapitaLand will surge by market close tomorrow 
|
||||
| Useful To Me Not Useful To Me | |||||
|
Adrianinsing
Elite |
08-Sep-2021 09:38
|
||||
|
x 0
x 0 Alert Admin |
Not correct  Those short far outweigh contra players  Contra players in CapitaLand are 93% retail investors   
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
Kandee
Senior |
08-Sep-2021 09:28
|
||||
|
x 0
x 0 Alert Admin |
Most of the shortist will be covering their positions on Thursday for sure.    There are also contra players who would have bought this week and have to close their positions by tomorrow.  This could put the price under pressure and close at a lower price.    Looking at the price today, I think there are more contra players to shortist... (correct me if I am wrong.) The shortist and contra players are different types of investors who hope to make gains in short term based on their assessment of market volatility.  As for CLI and CICT, while there will be swings on the first day of listing, I expect both to grow based on fundamentals.  For me, CLI is a growth stock and CICT is an income stock.  I don' t own CICT but might consider keeping them for the long term.   |
||||
| Useful To Me Not Useful To Me | |||||
|
Adrianinsing
Elite |
08-Sep-2021 09:17
|
||||
|
x 0
x 0 Alert Admin |
And yes - it will close $4.10 or higher Thursday market close
|
||||
| Useful To Me Not Useful To Me | |||||
|
Adrianinsing
Elite |
08-Sep-2021 09:15
|
||||
|
x 0
x 0 Alert Admin |
In my case it means what is written and not the opposite 
|
||||
| Useful To Me Not Useful To Me | |||||
|
Adrianinsing
Elite |
08-Sep-2021 09:11
|
||||
|
x 0
x 0 Alert Admin |
Last chance to buy CapitaLand at a low price 😊 CapitaLand will rally strongly before market closes on Thursday  |
||||
| Useful To Me Not Useful To Me | |||||
|
Spike18
Member |
08-Sep-2021 00:23
|
||||
|
x 0
x 0 Alert Admin |
You are up late : also trading the Dow ? When someone say " I don' t dislike you ..." , it usually mean the opposite.  But, it is fine as the post is professional. Well, we have only to wait for  two days to see if it closes at 4.10 which I understood is the minimu price you guarantee (which may be a strong word and inappopriate but I do not have a better word as Wall Street is quite exciting tonight). See you Thursday evening     
|
||||
| Useful To Me Not Useful To Me | |||||
|
happy2020
Senior |
08-Sep-2021 00:22
|
||||
|
x 0
x 0 Alert Admin |
Thanks for all your replies and feedbacks..  a).  So if the shortist need to cover such hugh amount of shares by Thursday then clearly it looks like the price will shoot up much higher for sudden rush for 40 million outstanding short position shares.. b).    But on the contrary, if the shortist decided to keep this short position then they will have to cough out the new shares (CLI), and in such a case  where will they get this new shares as it is not listed yet..??  I am still very doubtful on what confidence do this Instituitions are holding such big short positions as the last day of trading is nearing  or  Is there something else in the trading rules that we retailers are not aware off.. Thanks..  |
||||
| Useful To Me Not Useful To Me | |||||
|
Adrianinsing
Elite |
08-Sep-2021 00:00
|
||||
|
x 0
x 0 Alert Admin |
I don' t dislike you Spike18 and I like that you put a counterpoint    In fact, I welcome your open and direct approach. But I feel that your analysis is flawed on many counts    1. The NAV is rarely indicative of price globally in any counter    I' m sure you appreciate that share buying is more than that -   it is a mixture of market sentiment and the willing buyer / willing  seller conundrum - as such, beyond NAV CapitaLand and thereby    CIT overall has built a positive sentiment in the market and has    many many many institutional buyers ready to buy abd hold - these    buyers as you will soon discover ( after September 20th ) will    overwhelm the sellers and CIT will rise accordingly. This is not    me being bullish or a figment of my imagination- it comes from me  holding CapitaLand since it was DBS Land and when it joined with  Pidemco - I have seen this type of company structural change play  out again and again - enough to be able to assure you that you will discover  that CapitaLand' s ' baby' CLI will be robust and will go up 15-20%  soon after listing. 2. As for the $4.10 point you made - it has visited $4.10 on multiple occasions    and even $4.12 and as such, I can assure you will close HIGHER than that    on Thursday 5pm ( final price - after post market trading ) - just watch ! 3. Yes the champions of this counter COULD be wrong in the short term  and that' s what makes a market  - but we won' t be wrong if we hold  LONG TERM  - many of us have urged investors to buy and hold - but some insist on watching  minute by minute and holding for days or hours insteadof months and years ! 4. While the CICT price is definitely an unknown- nevertheless it' s a very small fraction    of the overall CapitaLand delisting package and has minimal impact. 5. You are correct it' s institutional money that is short not retailers - but in the end    they will have to cover before Thursday close - it' s the SGX rule.
|
||||
| Useful To Me Not Useful To Me | |||||
|
investshare
Supreme |
07-Sep-2021 23:42
|
||||
|
x 0
x 0 Alert Admin |
They will have to deliver the new shares and cash, just reverse of what shareholders will receive.
|
||||
| Useful To Me Not Useful To Me | |||||




