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Lobster Elite	07-Sep-2021 12:36        Lobster About Contact  Quote this Post!   Yells: "Even Adam Khoo believes in the Black Market!"
x 0   x 0  Alert Admin	And when you talk in one breath about the properties that Capitaland owns, here and overseas, and IF and WHEN it wants to divest to one of its children REITS, CICT will stand to benifit the most. Go and read out what are the properties there are that are STILL in Capitaland' s fold. For sure they are not the Sungei Road types. Look at the pandemic situation, how many of the tenants have closed shop? We are talking about Grade A office spaces for haven sake! And do you know, how Capitaland Malls have always been able to own or buy over shopping centres that are on top or a MRT station, even before the MRT plan was announced? Think think think! That' s why the sponsors and the parents you have are very important. Latest I heard is that they are in talks to buy over a Centre that is very near a newly built MRT station. Not difficult to guess if you are a REIT type of person! Lobster      ( Date: 07-Sep-2021 12:11) Posted: And we have people suggesting that investors will sell of CICT at the first instance after getting the free shares. What a dumb suggestion. Show how much they know about REITS market, let alone who CICT is. For me, the plum is in the free shares of CICT, the opportunity for non investors to get on board the bluest of the blue REIT stocks not only in Singapore but the Asia Pacific region. This accounts for why there are so many foreign funds buying into this REIT when it is on such a delicious platter. Over the past few months it consistently had its fair share of net investors here. After this is over, below $2.10 will be  a dinosaur price. Lobster      ( Date: 07-Sep-2021 12:02) Posted: Why people keep on talking about the theoretical price, the intrinsic value price, the ipo price, the implied price, even declaring its nav, when none of this such figure was ever made? One thing for sure, the market will watch how CLIM performs. And Capitaland, the father or initiator of the REITS market here will not allow this model to fail. The cost and reputation is too high.   And when it succeeds it bounds to spin off copy cats. And this model will not be confined to the property/ReIT sector. It can be duplicated in other type of industry.
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Lobster Elite	07-Sep-2021 12:11        Lobster About Contact  Quote this Post!   Yells: "Even Adam Khoo believes in the Black Market!"
x 0   x 0  Alert Admin	And we have people suggesting that investors will sell of CICT at the first instance after getting the free shares. What a dumb suggestion. Show how much they know about REITS market, let alone who CICT is. For me, the plum is in the free shares of CICT, the opportunity for non investors to get on board the bluest of the blue REIT stocks not only in Singapore but the Asia Pacific region. This accounts for why there are so many foreign funds buying into this REIT when it is on such a delicious platter. Over the past few months it consistently had its fair share of net investors here. After this is over, below $2.10 will be  a dinosaur price. Lobster      ( Date: 07-Sep-2021 12:02) Posted: Why people keep on talking about the theoretical price, the intrinsic value price, the ipo price, the implied price, even declaring its nav, when none of this such figure was ever made? One thing for sure, the market will watch how CLIM performs. And Capitaland, the father or initiator of the REITS market here will not allow this model to fail. The cost and reputation is too high.   And when it succeeds it bounds to spin off copy cats. And this model will not be confined to the property/ReIT sector. It can be duplicated in other type of industry.
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Lobster Elite	07-Sep-2021 12:02        Lobster About Contact  Quote this Post!   Yells: "Even Adam Khoo believes in the Black Market!"
x 0   x 0  Alert Admin	Why people keep on talking about the theoretical price, the intrinsic value price, the ipo price, the implied price, even declaring its nav, when none of this such figure was ever made? One thing for sure, the market will watch how CLIM performs. And Capitaland, the father or initiator of the REITS market here will not allow this model to fail. The cost and reputation is too high.   And when it succeeds it bounds to spin off copy cats. And this model will not be confined to the property/ReIT sector. It can be duplicated in other type of industry.
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tguanhoc Senior	07-Sep-2021 10:41        tguanhoc About Contact  Quote this Post!
x 0   x 0  Alert Admin	That said and in view of my longer term strategy, I would prefer to buy more CLI shares after 20 Sep around $2.82 than to pay a high premium due largely to public sentiment without fundamentals and objectivity.
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tguanhoc Senior	07-Sep-2021 10:21        tguanhoc About Contact  Quote this Post!
x 0   x 0  Alert Admin	I remain rather optimistic of CLI on a longer term basis, perhaps 2 to 3 years horizon.   However my view on the near term pricing of CLI from 20 Sep until the annual report in Feb or March 2022 would largely depend on how Singapore is able to get out of the COVID-19 conundrum and position ourselves to open up business as usual to the global economy.   In other words, I don' t think that CLI would perform strongly as many of you have optimistically predicted.   Nevertheless, the share price increase of CLI above $2.82 is definite.
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invest8 Senior	07-Sep-2021 10:19        invest8 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Despite the not-so-favourable external factors, I think CL is holding up well.. 3 more trading days (incl. today) to bye bye CL.
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Ling9345 Master	07-Sep-2021 10:03        Ling9345 About Contact  Quote this Post!
x 0   x 0  Alert Admin	New no mean everything must ppl help,u no small kid simple thing can go check your own Hahaha, I am new also
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tguanhoc Senior	07-Sep-2021 10:03        tguanhoc About Contact  Quote this Post!
x 0   x 0  Alert Admin	The weakness of the STI versus the global market trend is most probably due to the Government' s flip flopping signals to the world with regards to their handling of the COVID-19 pandemic.  First, they gave a rather optimistic tone with regards to the handling of the endemic in order to open and reconnect Singapore to the global economy and countries.   Then the COVID number started to go up and they said that the increase was expected.  Then yesterday when the number was up, they are now of the view that the number of increase must be managed and that reverting to the earlier more stringent measures would be needed.  My view is that the Government should take a more controlled measure as Singapore enters into the endemic stage.   After all, the majority of Singaporeans/PRs would most likely take things for granted and therefore complacency would take hold with the flouting of social discipline especially for not wearing mask properly, bad hygiene practice and not observing social distancing.
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josemmm123 Master	07-Sep-2021 08:45        josemmm123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	$2.83(CLI) + $0.951(Cash) + 0.155x$2.06(CICT)  = $4.10 Assuming CICT will drop to $2.06 , currently trading $2.09 Anything above $2.83 for CLI means u will earn lesser if u sell at $4.10 now. CLI opening at $3 is highly likely meaning is worth $4.27 if that is the case.   Goldfinger      ( Date: 07-Sep-2021 08:05) Posted: what theoretical/upon-trading price would CLIM have to trade at, to consider that we have been better off than the $4.10 on the table - $2.85/$2.90? Kandee      ( Date: 06-Sep-2021 22:23) Posted: I think there 3 types of retail investors who own CL 1) Those who have bought CL sometime ago and have exited the stock completely for a profit. 2) Those who are holding on to their CL shares and want to continue to hold CLI in the future and most probably sell their CICT shares on the first day of listing on 20th Sept 2021 3) Those who are holding to their CL shares and will collect the cash and sell both their CLI and CICT on 20th Sept 2021. On the first day of listing, there will be selling pressure for CICT shares and CLI shares by these investors.  As for institutional investors, those who are still having CL shares, many might be in category 2, where they might not want to hold on to their CICT shares.  This will add additional selling pressure on CICT.  Also, a lot of odd lot trading, which could lead to buying at a lower price.    (My understanding is that the odd lots will be traded without any brokerage fee and SGX fees.  Is this correct and will it apply to both buyer and seller??) I guess this will pan out in the first few days of trading before the prices normalize.  As for CLI, there will be buying opportunities and support as there are many institutional and retail investors that will use the cash from CL.    Any dip in CLI price will be an opportunity to buy.  Also taking into the point made by Adrian' s that CLI would most probably list included as an STI and MSCI index stock, which will almost immediately cause the price to rise.
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Goldfinger Supreme	07-Sep-2021 08:05        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	what theoretical/upon-trading price would CLIM have to trade at, to consider that we have been better off than the $4.10 on the table - $2.85/$2.90? Kandee      ( Date: 06-Sep-2021 22:23) Posted: I think there 3 types of retail investors who own CL 1) Those who have bought CL sometime ago and have exited the stock completely for a profit. 2) Those who are holding on to their CL shares and want to continue to hold CLI in the future and most probably sell their CICT shares on the first day of listing on 20th Sept 2021 3) Those who are holding to their CL shares and will collect the cash and sell both their CLI and CICT on 20th Sept 2021. On the first day of listing, there will be selling pressure for CICT shares and CLI shares by these investors.  As for institutional investors, those who are still having CL shares, many might be in category 2, where they might not want to hold on to their CICT shares.  This will add additional selling pressure on CICT.  Also, a lot of odd lot trading, which could lead to buying at a lower price.    (My understanding is that the odd lots will be traded without any brokerage fee and SGX fees.  Is this correct and will it apply to both buyer and seller??) I guess this will pan out in the first few days of trading before the prices normalize.  As for CLI, there will be buying opportunities and support as there are many institutional and retail investors that will use the cash from CL.    Any dip in CLI price will be an opportunity to buy.  Also taking into the point made by Adrian' s that CLI would most probably list included as an STI and MSCI index stock, which will almost immediately cause the price to rise.
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Adrianinsing Elite	07-Sep-2021 05:12        Adrianinsing About Contact  Quote this Post!
x 0   x 0  Alert Admin	I agree with your analysis  I expect a CapitaLand rally will start soon before delisting -   now as it will be " Cum All ( Everything)"
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Kandee Senior	06-Sep-2021 22:23        Kandee About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think there 3 types of retail investors who own CL 1) Those who have bought CL sometime ago and have exited the stock completely for a profit. 2) Those who are holding on to their CL shares and want to continue to hold CLI in the future and most probably sell their CICT shares on the first day of listing on 20th Sept 2021 3) Those who are holding to their CL shares and will collect the cash and sell both their CLI and CICT on 20th Sept 2021. On the first day of listing, there will be selling pressure for CICT shares and CLI shares by these investors.  As for institutional investors, those who are still having CL shares, many might be in category 2, where they might not want to hold on to their CICT shares.  This will add additional selling pressure on CICT.  Also, a lot of odd lot trading, which could lead to buying at a lower price.    (My understanding is that the odd lots will be traded without any brokerage fee and SGX fees.  Is this correct and will it apply to both buyer and seller??) I guess this will pan out in the first few days of trading before the prices normalize.  As for CLI, there will be buying opportunities and support as there are many institutional and retail investors that will use the cash from CL.    Any dip in CLI price will be an opportunity to buy.  Also taking into the point made by Adrian' s that CLI would most probably list included as an STI and MSCI index stock, which will almost immediately cause the price to rise.
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invest8 Senior	06-Sep-2021 22:10        invest8 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I understand where you coming from. Personally, I don' t encourage doing so.  Unless you going to end up with lots of CICT shares, I don' t see why you want to risk it. Possible or not, hmm.. this is tricky stuff. Why not just wait till the expected date to trade, and hope for the best out of CLI introductory listing? If CLI surge and performs well (as what many forummers here have been anticipating), the upside probably more than enough to offset any CICT regrets.. and who knows, CICT might trade on the upside too.  josemmm123      ( Date: 06-Sep-2021 21:24) Posted: yes.. that is according to capitaland official annoucement. But if i want to " play cheat" :) I want to sell my CICT 1 day earlier on 16 Sept to avoid selling with the rest on 17 Sept aka I hope to get a higher price as I am able to sell before the crowd 1 day earlier. Possible? Eg: If I seii on 16 September Thursday, I do not have CICT yet. But since settlement is T+2, it means CPD will only deduct from my account CICT shares 2 days later which is the following week Monday. By then I already have CICT shares in my CDP account because I suppose to get it on Friday, U think possible? :) The only thing I worry is CDP will check my account for CICT on the day I sell CICT aka on Thursday and flag short sell without waiting for T+2 days invest8      ( Date: 06-Sep-2021 21:08) Posted: According to CL, both CLI and CICT shares expected to be in our CDP a/c by 17Sep' 21. Since CLI to be listed only on 20Sep' 21, trading of CLI shares can only begin 20Sep' 21.. this straight forward. As for CICT, it' s stated the expected trading of odd lots arrangement is from 17Sep' 21 to 15Oct' 21. Hence I assume, odd lots trading of CICT starts from 17Sep' 21 to enjoy the ' brokerage fee friendly' arrangement.
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josemmm123 Master	06-Sep-2021 21:47        josemmm123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	oh.. i want to sell CICT 1 day before other sell and use the $$$ to buy CLI :) ya maybe minimal price difference.. maybe thursday CICT $2.09, Friday $2.07.. abit la Not really worth the risk... hopefully not too many going to sell their CICT Adrianinsing      ( Date: 06-Sep-2021 21:37) Posted: Risky on two fronts and the price differential is minimal  Risk 1 ... If you end up short you would have to cover higher  Risk 2 ... once the initial selling is done the price is 100% going to rally upwards    Your rush to sell will get the worst price  Hold a few weeks and watch the higher price u can get them :)  josemmm123      ( Date: 06-Sep-2021 21:27) Posted: any expert care to advise? Thanks This type of thing I asked my broker before.. he also not too sure one.. then of course he would advise me to sell only when the shares are credited into my cdp account to play safe.
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Adrianinsing Elite	06-Sep-2021 21:37        Adrianinsing About Contact  Quote this Post!
x 0   x 0  Alert Admin	Risky on two fronts and the price differential is minimal  Risk 1 ... If you end up short you would have to cover higher  Risk 2 ... once the initial selling is done the price is 100% going to rally upwards    Your rush to sell will get the worst price  Hold a few weeks and watch the higher price u can get them :)  josemmm123      ( Date: 06-Sep-2021 21:27) Posted: any expert care to advise? Thanks This type of thing I asked my broker before.. he also not too sure one.. then of course he would advise me to sell only when the shares are credited into my cdp account to play safe. josemmm123      ( Date: 06-Sep-2021 21:24) Posted: yes.. that is according to capitaland official annoucement. But if i want to " play cheat" :) I want to sell my CICT 1 day earlier on 16 Sept to avoid selling with the rest on 17 Sept aka I hope to get a higher price as I am able to sell before the crowd 1 day earlier. Possible? Eg: If I seii on 16 September Thursday, I do not have CICT yet. But since settlement is T+2, it means CPD will only deduct from my account CICT shares 2 days later which is the following week Monday. By then I already have CICT shares in my CDP account because I suppose to get it on Friday, U think possible? :) The only thing I worry is CDP will check my account for CICT on the day I sell CICT aka on Thursday and flag short sell without waiting for T+2 days
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josemmm123 Master	06-Sep-2021 21:27        josemmm123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	any expert care to advise? Thanks This type of thing I asked my broker before.. he also not too sure one.. then of course he would advise me to sell only when the shares are credited into my cdp account to play safe. josemmm123      ( Date: 06-Sep-2021 21:24) Posted: yes.. that is according to capitaland official annoucement. But if i want to " play cheat" :) I want to sell my CICT 1 day earlier on 16 Sept to avoid selling with the rest on 17 Sept aka I hope to get a higher price as I am able to sell before the crowd 1 day earlier. Possible? Eg: If I seii on 16 September Thursday, I do not have CICT yet. But since settlement is T+2, it means CPD will only deduct from my account CICT shares 2 days later which is the following week Monday. By then I already have CICT shares in my CDP account because I suppose to get it on Friday, U think possible? :) The only thing I worry is CDP will check my account for CICT on the day I sell CICT aka on Thursday and flag short sell without waiting for T+2 days invest8      ( Date: 06-Sep-2021 21:08) Posted: According to CL, both CLI and CICT shares expected to be in our CDP a/c by 17Sep' 21. Since CLI to be listed only on 20Sep' 21, trading of CLI shares can only begin 20Sep' 21.. this straight forward. As for CICT, it' s stated the expected trading of odd lots arrangement is from 17Sep' 21 to 15Oct' 21. Hence I assume, odd lots trading of CICT starts from 17Sep' 21 to enjoy the ' brokerage fee friendly' arrangement.
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josemmm123 Master	06-Sep-2021 21:24        josemmm123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	yes.. that is according to capitaland official annoucement. But if i want to " play cheat" :) I want to sell my CICT 1 day earlier on 16 Sept to avoid selling with the rest on 17 Sept aka I hope to get a higher price as I am able to sell before the crowd 1 day earlier. Possible? Eg: If I seii on 16 September Thursday, I do not have CICT yet. But since settlement is T+2, it means CPD will only deduct from my account CICT shares 2 days later which is the following week Monday. By then I already have CICT shares in my CDP account because I suppose to get it on Friday, U think possible? :) The only thing I worry is CDP will check my account for CICT on the day I sell CICT aka on Thursday and flag short sell without waiting for T+2 days invest8      ( Date: 06-Sep-2021 21:08) Posted: According to CL, both CLI and CICT shares expected to be in our CDP a/c by 17Sep' 21. Since CLI to be listed only on 20Sep' 21, trading of CLI shares can only begin 20Sep' 21.. this straight forward. As for CICT, it' s stated the expected trading of odd lots arrangement is from 17Sep' 21 to 15Oct' 21. Hence I assume, odd lots trading of CICT starts from 17Sep' 21 to enjoy the ' brokerage fee friendly' arrangement.  josemmm123      ( Date: 06-Sep-2021 18:42) Posted: Just to clarify, We can  sell CICT shares on the 17th September since the CICT shares will be credited by 17th September. This one should be ok.. but can we sell our CICT on the 15th September since the settlement is T+2 days?  Any expert?
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invest8 Senior	06-Sep-2021 21:08        invest8 About Contact  Quote this Post!
x 0   x 0  Alert Admin	According to CL, both CLI and CICT shares expected to be in our CDP a/c by 17Sep' 21. Since CLI to be listed only on 20Sep' 21, trading of CLI shares can only begin 20Sep' 21.. this straight forward. As for CICT, it' s stated the expected trading of odd lots arrangement is from 17Sep' 21 to 15Oct' 21. Hence I assume, odd lots trading of CICT starts from 17Sep' 21 to enjoy the ' brokerage fee friendly' arrangement.  josemmm123      ( Date: 06-Sep-2021 18:42) Posted: Just to clarify, We can  sell CICT shares on the 17th September since the CICT shares will be credited by 17th September. This one should be ok.. but can we sell our CICT on the 15th September since the settlement is T+2 days?  Any expert?
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Adrianinsing Elite	06-Sep-2021 21:08        Adrianinsing About Contact  Quote this Post!
x 0   x 0  Alert Admin	Obviously if you have 1,586 CapitaLand shares  then u will revive 1,586 CLI and you may want to sell the 86 for example  investshare      ( Date: 06-Sep-2021 21:05) Posted: So strange, it is 1 to 1, why CLI get odd lot? josemmm123      ( Date: 06-Sep-2021 19:03) Posted: 1) Odd lots start trading 17 September,. I assume is for CICT. 2) CLI shares start trading on 20 September, both full  and Odd lots. ==> I can sell my CICT on 17 September. But question is can i sell on 15 or 16 September since clearance is T+2 day
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investshare Supreme	06-Sep-2021 21:05        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	So strange, it is 1 to 1, why CLI get odd lot? josemmm123      ( Date: 06-Sep-2021 19:03) Posted: 1) Odd lots start trading 17 September,. I assume is for CICT. 2) CLI shares start trading on 20 September, both full  and Odd lots. ==> I can sell my CICT on 17 September. But question is can i sell on 15 or 16 September since clearance is T+2 days Adrianinsing      ( Date: 06-Sep-2021 18:52) Posted: Monday 20th September is first day that CapitaLand shareholders who receive CLI and CICT can sell their shares
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