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CapitaLand Investment (SGX: 9CI)
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Alignment
Elite |
28-Jul-2026 06:22
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Temasek controls everything except how the independent shareholders of capitaland vote. I agree with you that given this control there is no doubt they can overcome barriers to launching an offer like who will be in charge, strategic differences, personnel differences etc. These are ultimately just HR issues and if the two management teams cannot agree on their own then daddy will intervene. Then with respect to the factor outside their control, in the past Temasek has been willing to launch offers before where they could not guarantee the final outcome. The MCT/MNACT merger comes to mind. In that case they had to up their offer to get a deal done. The same could happen here.
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Louistan
Senior |
27-Jul-2026 11:43
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Temasek is in the position to call the shots but i believe they started off with a light touch approach and see if CLI and Mapletree can agree on their own. Temasek would start playing a much more active role going forward. They made it happen for Keppel and Sembcorp and i am sure they will do so for CLI / Mapletree as well.
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FATABA
Supreme |
27-Jul-2026 11:34
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Agree. The question is when .....and more concern is the people ...who to lead, reduction of manpower ( sensitive) . asset value is more an excuse ( all on paper) . Temasek HAS to take the lead and push it . Some top mgt will have to go ( tough one) which should happened long ago ..reduction of cost and simplier structure. all we know. it may happen within the next 24 mths. Anyway....this is long overdue. DYODD |
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Alignment
Elite |
27-Jul-2026 11:26
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Having spent a bit of time looking at this possible Capitaland / Mapletree merger, I' ve come to the conclusion that a) it will happen at some point, and b) when it happens it will be of significant benefit to Capitaland. a) because Temasek needs to consolidate its fund management businesses to build scale to compete and get the valuation premium the global giants do. b) because Capitaland is relatively undervalued vs Temasek' s perception of value for Mapletree, and because to get a deal through Capitaland' s independent shareholders need to vote in favour. These investors (including international institutional investors) will want to get a premium and won' t allow Singapore inc to do a closed deal. Ultimately Temasek needs this to happen and will have to pay up. | ||||
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Louistan
Senior |
27-Jul-2026 11:15
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It is building a good base at current levels which has proven resilient. Should start moving soon.
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Delvyss
Elite |
27-Jul-2026 10:30
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Investors home in on Singapore co-living, Hong Kong student housing in Apac' s US$13.8 billion living boomhttps://www.businesstimes.com.sg/property/investors-home-singapore-co-living-hong-kong-student-housing-apacs-us13-8-billion-living-boom |
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halleluyah
Supreme |
27-Jul-2026 09:42
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2.60 coming soon.... | ||||
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Alignment
Elite |
26-Jul-2026 00:29
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Lot of truth to your point. As I have commented elsewhere, a lot of Singaporean companies think they can compete with overseas investors in the overseas' investors home markets using Singaporean investment professionals based in Singapore. In these circumstances they are just stacking the deck against themselves. Taking a step back, what is driving Singapoean money overseas is the low SORA relative to overseas interest rates, and also increasingly the high inflation driven by US geopolitical policies like tariffs, the US/Iran war and deglobalisation. In fact the flow of money out of Singapore is part of this design.
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n3wbie
Elite |
25-Jul-2026 12:07
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Dont think it is just about the mindset but rather the opportunities for special sits. For all the complex structuring in overseas markets where you get fx volatility and expensive hedging - why not focus on SG while SORA is still low and the result is still a similar carry, depending on types of assets but even the tightest spread with office assets can yield > 100bps carry if they use 100% LTV under a private fund structure
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luckyguy3
Master |
24-Jul-2026 22:37
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http://www.capitaland.com/en/about-capitaland/newsroom/news-releases/international/2026/july/capitaland-investment-establishes-rmb3-15-billion-private-reit--.html?global_content=%7B%22promote_id%22%3A13643%2C%22sub_promote_id%22%3A60%2C%22f%22%3A%22mm%2Fstock%2F9CI-SG%2Fcommunity%22%7D& chain_id=EB2zKT7OeK2Zm7.1l66o3k CapitaLand Investment establishes RMB3.15 billion private REIT, China&rsquo s largest sponsored by an international asset manager
24 Jul 2026 Singapore, 24 July 2026 &ndash CapitaLand Investment (CLI) has established China Commercial Private REIT (CCPR) (stock code 269333) with an issue size of RMB3.15 billion, making it the largest private REIT sponsored by an international asset manager in China by issue size. CCPR expands CLI&rsquo s onshore capital platform, complementing CapitaLand Consumption C-REIT which was listed in September 2025 and its RMB funds in China. Together, these investment vehicles provide CLI with additional avenues to recycle capital across its China portfolio and increase its recurring fee income. |
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Alignment
Elite |
24-Jul-2026 11:59
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Not sure Capitaland has the appropriate mindset to do special sits well.
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PiRPiR
Master |
24-Jul-2026 11:32
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09:39 PM EDT, 07/23/2026 (MT Newswires) -- Merger talks between CapitaLand Investment (SGX:9CI) and Mapletree Investments, two Temasek-backed property asset managers, have stalled over valuation, future leadership, and business performance concerns, Bloomberg News reported Thursday.
The talks could resume in the future, the report said, citing people with knowledge of the matter. Mapletree Investments said it has nothing further to add to the story, while CapitaLand Investment did not immediately respond to a request for comment from MT Newswires. |
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Andrewtan18
Senior |
21-Jul-2026 14:36
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On this forum he is known as the old newspaper distributor.
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Joelton
Supreme |
14-Jul-2026 11:37
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CapitaLand disbands special opportunities team [HONG KONG] Singaporean asset manager CapitaLand Investment : 9CI -1.57% has disbanded its special opportunities team, bringing an end to a dedicated unit that was set up to pursue investment strategies that typically came with higher risks. The five-person team was led by Gabriel Fong, who left in December 2025 after less than two years at the firm. He joined Ares Management around a month later. Two other members of the team headed for the exit in June, while the remaining two have been reassigned to other areas within CapitaLand Investment, according to people familiar with the matter. The move is a reversal for CapitaLand, which recruited Fong as part of a wave of hires for its private funds business. It underscores the challenges firms face attempting to generate profitable business from so-called special situations, where sellers are often willing to accept a discount during periods of uncertainty. CapitaLand will still look at special situations deals if opportunities emerge, one of the people said. A representative declined to comment. The team had explored opportunities across Asia, according to people familiar with the matter. That included discussions with Hong Kong billionaire Henry Cheng&rsquo s family regarding New World Development, Bloomberg previously reported. Fong said last year that the firm was considering providing rescue capital to listed Hong Kong companies, betting they would be among the earliest beneficiaries of a recovery in the city&rsquo s troubled property market. CapitaLand has been grappling with challenges in its core markets. Its workforce in China shrank by about 10 per cent last year as the country&rsquo s property slump raged. Headcount in Singapore also declined, although the city-state still accounted for 24 per cent of the company&rsquo s global workforce. The property-focused manager, which is majority owned by Singapore state investor Temasek, raised US$320 million for an Asia-Pacific real estate credit fund in April. The fundraising attracted a diversified investor base, mostly from Asia-Pacific. |
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coco66
Member |
13-Jul-2026 10:01
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@delvyss bro u bringing out old news bro Check out the China valuation now and the trend in China |
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superstartup
Supreme |
10-Jul-2026 12:59
Yells: "Enjoy doing Fundamental Research" |
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1Q result already announced in Apr 2026 leh. |
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coco66
Member |
30-Jun-2026 20:37
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Well done bro. U dodged a bullet
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coco66
Member |
30-Jun-2026 20:33
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Told u so bro
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Joelton
Supreme |
25-Jun-2026 09:27
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CapitaLand Investment secures approval for its second C-Reit at 4.8 billion yuan [SINGAPORE] CapitaLand Investment (CLI) : 9CI 0% announced on Monday (Jun 22) that it received registration approval from relevant regulatory bodies for a China commercial real estate investment trust (Reit). The Huaxia CapitaLand Closed-End Commercial Real Estate Securities Investment Fund &ndash or CapitaLand Commercial C-Reit &ndash has two assets with a combined appraised value of around 4.8 billion yuan (S$917.4 million), the company said. Additionally, a proposed fundraising scale stands at nearly 3.9 billion yuan. The assets in the Reit are the Shenzhen Raffles City integrated complex project and CapitaLand Mall Fucheng, which altogether span a gross floor area of 340,046 square metres. Shenzhen Raffles City is situated in a &ldquo prime location&rdquo in Nanshan district, Shenzhen, said CLI, with direct access to Metro Lines 9 and 12 at Nanyou station. It encompasses various asset types including a shopping mall, office buildings and serviced apartments. Meanwhile, CapitaLand Mall Fucheng is located in the core commercial district of Mianyang&rsquo s main urban area in Sichuan. The project reportedly maintained near-full occupancy for the past three years, with footfall and sales revenue displaying &ldquo healthy growth&rdquo , said CLI. The asset manager previously said the listing is expected to proceed in Q2 or Q3 2026, noting goals to combine CapitaLand Consumption C-Reit with the second China Reit. CLI is the fund&rsquo s sponsor and operating management entity, and will continue to oversee operations of the underlying projects following the Reit&rsquo s listing. It will hold a 20 per cent stake in the fund as a strategic investor. This move follows the listing of CapitaLand Consumption C-Reit in September 2025, which was the company&rsquo s first retail C-Reit with an international sponsor. CLI has operated in China for more than 30 years, managing 43 shopping malls, 27 office buildings and 252 lodging assets as at December. |
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Joelton
Supreme |
11-Jun-2026 10:14
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CICT&rsquo s S$3.9 billion Paragon buy draws scrutiny over timing, funding at EGM Still, unitholders vote overwhelmingly in favour of the proposed acquisition, with 99.96% of votes for it [SINGAPORE] Unitholders of CapitaLand Integrated Commercial Trust : C38U +2.19% (CICT) pressed hard for answers at an extraordinary general meeting (EGM) to approve its proposed S$3.9 billion acquisition of Orchard Road mall Paragon. This is after questions were asked about the timing of the deal and longer-term plans for the freehold asset. Among them was Ng Ee Peng, who was chief executive of CapitaLand&rsquo s commercial and fund management business units from 2000 to 2002. At the EGM on Wednesday (Jun 10), he had questions over the longer-term plans for Paragon, given the size of the acquisition and broader shifts in tourism and retail, including the rise of experiential travel and competition from e-commerce. &ldquo It can&rsquo t be that you are just (spending) S$4 billion (for the property) to keep it in situ,&rdquo said Ng. &ldquo There must have been some plans for it to add value to the portfolio because I don&rsquo t think the acquisition is the end of the journey.&rdquo He also pointed to the rejuvenation of Orchard Road, saying that CICT would be the &ldquo biggest player there to take a lead&rdquo in reshaping the precinct. Ownership of the freehold asset gives CICT the option of a redevelopment in the prime central location in the longer term. In response, Tan Choon Siang, chief executive of the manager, said that these were issues that the manager monitored closely as one of Singapore&rsquo s largest retail landlords. He noted that tenant mixes at CICT&rsquo s malls have been shifting towards more dining, entertainment and experiential offerings, to keep pace with changing consumer preferences. &ldquo Specifically (regarding) Paragon&hellip we are not ready to announce any plans,&rdquo he said, adding that this would require further study of the tenant mix, asset plan and discussions with stakeholders. He cited Plaza Singapura&rsquo s asset enhancement initiative (AEI), slated to begin in the third quarter. &ldquo We started the planning for that 12 to 18 months ago, and we only announced it in April.&rdquo Tan added: &ldquo We have not even completed the (Paragon) transaction... So I&rsquo m afraid... we (do not) have exact answers for you.&rdquo The manager&rsquo s chairperson Teo Swee Lian said, with a laugh: &ldquo We really held (Tan&rsquo s) feet to the fire.&rdquo She then added that there were &ldquo some plans&rdquo , but that it was premature to share them. She noted that CICT sees &ldquo good potential&rdquo in Paragon and is taking a longer-term view of the acquisition. &ldquo No perfect time&rdquo Several unitholders also pressed the manager on the deal&rsquo s timing. Some asked whether CICT could have waited for asset prices to soften, given the current macroeconomic uncertainty and geopolitical tensions. Tan said that there was &ldquo no perfect time&rdquo to buy or sell an asset, and that the Paragon acquisition should be viewed together with CICT&rsquo s proposed S$2.48 billion divestment of Asia Square Tower 2 to IOI Properties. &ldquo If the price goes down, it might also mean that the price goes down for the other assets that you&rsquo re trying to divest, so there&rsquo s always a balance.&rdquo He added that the transactions were structured as a package since selling the office tower without a good use for the proceeds would be dilutive to unitholders if the funds were used solely to pare debt. Interest savings from debt repayment would not fully offset the income lost from divesting the asset, Tan explained. He pointed to CICT&rsquo s divestment of Bukit Panjang Plaza, which was completed in February for S$428 million. For such smaller transactions, the dilutive impact from using proceeds to repay debt would be relatively limited, he said. But for a divestment as large as Asia Square Tower 2, the impact would be more significant. Tan also clarified that the Paragon acquisition and Asia Square Tower 2 divestment are not conditional upon each other. Should the divestment fall through while the Paragon acquisition proceeds, CICT would face a funding gap, he acknowledged. But Tan said that the risk of this appears low, as IOI Properties&rsquo controlling shareholder &ndash the Lee family, with an around 66 per cent stake through its vehicle Progressive Holdings &ndash has undertaken to vote in favour of the transaction. Unitholders also sought clarity on whether the manager would incur further capital expenditure for future refurbishments or AEIs at Paragon. Tan said that the manager does not expect major capital expenditure beyond that for regular maintenance over the next few years. &ldquo When you look at Paragon, you can&rsquo t say it&rsquo s not well-maintained,&rdquo he noted. &ldquo But there are definitely areas for improvement.&rdquo Some &ldquo business-as-usual&rdquo maintenance capital expenditure had been factored in. Portfolio concentration Additionally, unitholders flagged concerns over CICT&rsquo s portfolio concentration, noting that the real estate investment trust (Reit) has a strong presence in the Downtown Core but is less represented in the suburbs. Following the Paragon acquisition, Orchard Road assets would account for 33 per cent of CICT&rsquo s retail portfolio by net lettable area, up from 26 per cent. Its exposure to the broader downtown area, comprising Orchard Road and the Downtown Core, would rise to 64 per cent, from 60 per cent. Tan said that the manager was not taking a bet on any single location or asset class. &ldquo People are buying into CICT for its strong, stable, diversified core, which is what we are today,&rdquo he said, adding that this has helped the Reit deliver strong distribution per unit growth. He also pushed back against the suggestion that CICT was not keen on suburban retail assets, pointing to the manager&rsquo s latest project in Hougang Central with a consortium of other developers. &ldquo Any opportunities that come up in the suburban retail space, we will definitely be keen to take a look,&rdquo Tan noted. Despite the stream of questions, unitholders voted overwhelmingly in favour of Paragon&rsquo s proposed acquisition. The ordinary resolution was passed with 99.96 per cent of votes cast in favour, and just 0.04 per cent against it. Units of CICT closed at S$2.33 on Wednesday, up 2.2 per cent or S$0.05. |
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