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CapitaLandInvest
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Capitaland Investment Starts Trading 20th Sept 21
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tguanhoc
Senior |
22-Sep-2021 15:23
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GOLDMAN Sachs Equity Research and Morgan Stanley Research have started coverage on CapitaLand Investment Management (CLI) CapitaLandInvest: 9CI +3.8% at " buy" and " overweight" with the respective price targets of S$3.64 and S$3.75 since the real estate investment manager commenced trading on the Singapore Exchange on Monday. In an initiation report dated Sept 21, Goldman analysts said their target price - which is 1.9 times their projection for FY2022 net asset value - is justified as return on equity (ROE) is projected to improve to 7 per cent over FY2022 to FY2023, versus the 4 per cent average over the past three years. This valuation also remains significantly below CLI' s peer average of 2 times, they noted. Goldman Sachs believes CLI is set to benefit from improved earnings visibility and margins post CapitaLand' s restructuring. This is due to the absence of a more volatile development segment, and the " broadly recurring" nature of the company' s other earnings from management fees and real estate investment. " Coupled with operational improvements and recovery from Covid-19, we expect higher PATMI (profit after tax and minority interest) margins of 55 per cent in FY2022 to FY2023, versus the five-year average of 12 to 20 per cent," said the analysts. Further catalysts include funds under management growth, effective capital redeployment and operational improvement, they added. |
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Adrianinsing
Elite |
22-Sep-2021 15:18
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I would expect an announcement today or tomorrow or weekend that CLI is added to ST Index and to MSCI indexes
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r1hell
Member |
22-Sep-2021 15:15
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GOLDMAN Sachs Equity Research and Morgan Stanley Research have started coverage on CapitaLand Investment Management (CLI) CapitaLandInvest: 9CI +3.8% at " buy" and " overweight" with the respective price targets of S$3.64 and S$3.75 since the real estate investment manager commenced trading on the Singapore Exchange on Monday. In an initiation report dated Sept 21, Goldman analysts said their target price - which is 1.9 times their projection for FY2022 net asset value - is justified as return on equity (ROE) is projected to improve to 7 per cent over FY2022 to FY2023, versus the 4 per cent average over the past three years. This valuation also remains significantly below CLI' s peer average of 2 times, they noted. |
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Adrianinsing
Elite |
22-Sep-2021 15:12
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They are collecting Thats why strong - to make retailers throw
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r1hell
Member |
22-Sep-2021 14:57
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$3.28 seller dam strong...Keep selling at this lvl | ||
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Adrianinsing
Elite |
22-Sep-2021 14:28
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BIG MISTAKE that retailers will now make on CLI ... They will assume that 3.29 is the top for CLI and will sell to the buyer or queue to sell - this is a massive mistake CLI has just started and the next temporary stop off will be 3.35 before heading to 3.70 |
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paul1688
Veteran |
22-Sep-2021 14:08
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For those still trying to understand the new Capland Investment ......
CapitaLand Investment Ltd., which made its debut in the city&rsquo s stock market this week, is one of the world&rsquo s largest real-estate investment managers, modelled along Blackstone Inc. Gone are the cranes and the excavators of what was earlier CapitaLand Ltd. Together with land parcels and semi-finished buildings, the development activity has been spun off into a privately held firm. A previous generation of Singaporean investors swore by banks and builders: The former transformed short-term deposits into long-term loans, the latter transfigured reclaimed ocean land into shopping centers and condominiums. But millennials are impatient. A development cycle of three to five years &mdash and lumpy sales &mdash have meant a perennial discount to net asset value even for a highly efficient firm like CapitaLand. Hence the rebirth as an asset manager. CapitaLand Investment has stakes in six publicly traded real-estate investment trusts, a very popular asset class in the Singapore market it also has investments in more than 20 private real-estate equity funds. The new entity can keep adding to this S$78 billion (US$58 billion) of funds under management to earn a steadier stream of revenue for shareholders than it could as a developer. Then there are its 120,000 &ldquo keys,&rdquo a fancy way to describe ownership of revenue-generating units such as longer-stay serviced apartments. That&rsquo s another S$28 billion in assets. Throw in a pan-Asian footprint that includes China and India, and a first right of refusal on new structures being erected by the privately owned CapitaLand Development Ltd., and this Blackstone model can win. |
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kasskarthik
Member |
22-Sep-2021 14:02
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Thank god decided to keep Capitaland before suspension last week. Now got divident, CITL shares + same amount of CLI shares. bro' s any TP for this? | ||
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Adrianinsing
Elite |
22-Sep-2021 11:17
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Next small resistance for CLI will be 3.35
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Adrianinsing
Elite |
22-Sep-2021 11:09
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Every CapitaLand share is now worth $950 cash + 3260 ( CLI current price ) + $321 (CICT now 208) = $4531 |
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tguanhoc
Senior |
22-Sep-2021 10:59
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From the sheer size of the volume traded, it is obvious that the price of CLI is still going up unstoppable. | ||
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tguanhoc
Senior |
22-Sep-2021 10:25
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I think the market is expecting the NTA of CLI to be about 1.3 times at the moment, i.e.,between $3.60 to $3.70 before it stabilises. The next quarterly report in Oct/Nov will determine the next threshold for CLI. | ||
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tguanhoc
Senior |
22-Sep-2021 10:18
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When Evergrande' s debt crisis is resolved, then the global stock market would be able to stabilise. | ||
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tguanhoc
Senior |
22-Sep-2021 10:16
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There seems to be a glimmer of light at the end of Evergrande' s dark tunnel. I remain hopeful their can be resolved this week, i.e., debt crisis.
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tguanhoc
Senior |
22-Sep-2021 10:10
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Board members are given a window of opportunity to buy CLI shares. That' s the rule. | ||
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tguanhoc
Senior |
22-Sep-2021 10:07
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A juicy wagyu steak with Russian Blue Whale caviar. | ||
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lynn89
Senior |
22-Sep-2021 10:06
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He is confident of the future of CLI. This saying has some validity: " Buy when Insiders are buying" | ||
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tguanhoc
Senior |
22-Sep-2021 10:01
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Something hot must be cooking for him to fork out more than $2m to buy CLI. | ||
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Joelton
Supreme |
22-Sep-2021 09:44
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CapitaLand Investment chairman Ko snaps up $2 million worth of shares on trading debut day
Miguel Ko, chairman of CapitaLand Investment, has snapped up just over $2 million worth of shares in the company on its trading debut.
On Sept 20, Ko paid $2.9349 each for 700,000 shares.
CLI shares started trading by way of introduction on Sept 20, following the restructuring of CapitaLand into two parts: a privately-held development business, and CLI, the publicly listed real estate management platform.
Prior to this, Ko, a non-executive, non-independent director, held just 3,679 shares. He was appointed to the board on June 2.
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gnail23
Member |
22-Sep-2021 09:38
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CLI Target Price GS : $3.64 UOBKH : $3.64 HSBC : $3.90 MS : $3.75 |
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