| Latest Forum Topics / CapitaLand |
 Post Reply
|
|
Capitaland
|
|||||
|
beng1102
Elite |
14-Aug-2021 10:45
|
||||
|
x 0
x 0 Alert Admin |
I dislike this restructuring idea. Having said that capitland valuation in SGX has been very suppressed. I have sold all and luckily still made. So goodbye for now.
|
||||
| Useful To Me Not Useful To Me | |||||
|
Lobster
Elite |
14-Aug-2021 10:44
Yells: "Even Adam Khoo believes in the Black Market!" |
||||
|
x 0
x 0 Alert Admin |
I wrote this excellent piece some time ago. Let me rephrase or tweak it to fit into today' s context, or pricing environment. Let' s say you buy at $4.20 ( because that' s where it is heading to), you can never lose.... because if you add in the 0.95 cash back and the 0.155 CICT, say chow chow @ $2.20, so another 0.34 cents. So your cost is actually $2.90. A lot of smart alecs, calculate that after restructuring and the payouts, Capitaland will tank to around $2.80 (its " IPO" price).... I say, and I one million % am confident it will go the other way. It will eventually be a five dollar stock. This is a once in a lifetime kind of investment opportunity that will hardly ever ever come again. Especially during a REITS bull run year, you will be laughing all the way to the bank literally.... yes, the price will correct after restructuring, BUT not against current price. The price will go higher nearer cum-entitlement and nearer x-entitlement date it will go even higher. Then, that' s the price it will correct after xE, vested. Pdyohwadfmb
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
Lobster
Elite |
14-Aug-2021 10:28
Yells: "Even Adam Khoo believes in the Black Market!" |
||||
|
x 0
x 0 Alert Admin |
I' m not good in essay writing, but let me try... Capitaland is going to split... divide, not delink... into 2 entities. One property development arm, one management cum investment arm which is Mr C.LIM. Now, Mr C.LIM , the father, is going to manage and look after his children, which are all the REITS and TRUSTS. Now, again, the more REITs, the more properties, the more assets it manages, the more fees, aka earnings. Correct? Meanwhile the mother, CLA Real Estate will look after property development. Now, for each reit to grow, it needs to acquire new properties or assets. So, where do they come from.? Two, from open market through acquisitions or merger, or from internal.So what the mother can do is to transfer some of its own holdings. Of course if you have none, what' s there to transfer? But if you have plenty of money, you can build, you can acquire, you can invest, and built up your own stable, and when the time come, transfer aka sell to your own children. Some people like to say sponsor. But to me, sponsor means free, but for this, each REIT needs to pay for the transfer from father to son. so what has the excellent results of Capitaland got to do with Mr C.LIM now? Think think think.
|
||||
| Useful To Me Not Useful To Me | |||||
|
Ling9345
Master |
14-Aug-2021 10:07
|
||||
|
x 0
x 0 Alert Admin |
I take profit for 11k,Capitaland bye bye | ||||
| Useful To Me Not Useful To Me | |||||
|
investshare
Supreme |
14-Aug-2021 09:53
|
||||
|
x 0
x 0 Alert Admin |
I dun think this set results is fr CLIM. It looks more like fr developer side rather than asset management side. So minority shareholders do not benefit from it.
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
Lobster
Elite |
14-Aug-2021 08:49
Yells: "Even Adam Khoo believes in the Black Market!" |
||||
|
x 0
x 0 Alert Admin |
I think it is going to move towards 4.20- 4.30 region soon, as speculated. Notice, I didn' t even bother to mention 4.10? actually this set of results will have a lot of significance to CLIM, but some wise people want to think otherwise, vested. Pdyohwadfmb |
||||
| Useful To Me Not Useful To Me | |||||
|
beng1102
Elite |
13-Aug-2021 12:45
|
||||
|
x 0
x 0 Alert Admin |
When time is good they want to restructure. Should have just kept this stock listed.
|
||||
| Useful To Me Not Useful To Me | |||||
|
PhillipTan
Supreme |
13-Aug-2021 09:01
|
||||
|
x 0
x 0 Alert Admin |
CapitaLand H1 profit up at S$922.2m from S$96.6m on portfolio gains, market recoveryCapitaLand reported net profit of S$922.2 million for the first half ended June 30, 2021 - nearly 10 times the profit of S$96.6 million for H1 FY2020.In a bourse filing on Friday morning, the property giant attributed this to the nascent economic recovery of its two core markets: Singapore and China. Operating profit from business operations increased 66 per cent to S$433.6 million, from S$261.2 million previously. The rest of the boost to profit was attributable to portfolio gains of S$489 million, which the group said included gains from divestments and realised revaluation gains. Earnings per share rose to 17.7 Singapore cents for the half year, up from 1.9 cents in H1 FY2020. Revenue for H1 FY2021 rose 34.7 per cent on-year to S$2.73 billion, driven mainly by CapitaLand' s development projects as more units were handed over in China and higher progressive revenue recognition from One Pearl Bank in Singapore. Singapore and China together accounted for 77 per cent of total revenue for the half-year period. As the Covid-19 situation in these two countries gradually stabilised, lower rental rebates were also granted to the group' s tenants in Singapore and China. Other factors contributing to the group' s top line boost in H1 include higher transactional fees from CapitaLand' s real estate investment trusts and unlisted funds, along with contributions from its newly acquired business park properties in China as well as 79 Robinson Road, which commenced operation in H2 2020. The latest set of results will be the last the group will be reporting for CapitaLand as it heads towards the completion of its proposed restructuring. Earlier this month CapitaLand shareholders voted in favour of the real estate group' s proposal to privatise its development arm and to list its fund-management and property-investment business. CapitaLand will operate as two distinct entities from September: the new, listed unit CapitaLand Investment, and the privatised CapitaLand Development. " I am looking forward to the continued support of our shareholders under the soon-to-be listed CapitaLand Investment. We remain committed to managing our capital prudently and effectively, albeit under a new pandemic-hit landscape, to deliver on our promise to grow our business sustainably and do right by our stakeholders," said group chief executive Lee Chee Koon. Shares of CapitaLand ended Thursday flat at S$4.09. |
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
Ling9345
Master |
13-Aug-2021 08:09
|
||||
|
x 0
x 0 Alert Admin |
Now to high u won't buy also won't sell,waiting game | ||||
| Useful To Me Not Useful To Me | |||||
|
hokpin
Supreme |
13-Aug-2021 08:09
|
||||
|
x 0
x 0 Alert Admin |
Bro, what do you mean? You mean after Capital Land sold the property segment?
|
||||
| Useful To Me Not Useful To Me | |||||
|
hokpin
Supreme |
13-Aug-2021 08:04
|
||||
|
x 0
x 0 Alert Admin |
NEWS RELEASE
CapitaLand registers 1H 2021 PATMI of S$922.2 million Singapore, 13 August 2021 ? CapitaLand Limited registered a PATMI of S$922.2 million for 1H 2021, an increase from the S$96.6 million in 1H 2020, driven mainly by the nascent economic recovery of the Group?s two core markets Singapore and China. Operating PATMI1 for 1H 2021 rose 66.0% year-on-year to S$433.6 million, mainly attributed to transactional fee income from CapitaLand?s listed REITs and unlisted funds, lower rental rebates granted to tenants, and higher contribution from development projects. Revenue for 1H 2021 increased by 34.7% year-on-year to S$2,730.0 million. Collectively, Singapore and China accounted for 77.0% of CapitaLand?s revenue. In terms of asset class, investment properties comprising office, retail, business park, logistics and industrial, as well as lodging properties, which are recurring in nature, accounted for 69.0% of total revenue. EBIT grew 262.9% to S$2,165.7 million compared to 1H 2020. Singapore and China remain the key contributors to EBIT, accounting for 84.1% of total EBIT for 1H 2021.
|
||||
| Useful To Me Not Useful To Me | |||||
|
Goldfinger
Supreme |
13-Aug-2021 08:03
|
||||
|
x 0
x 0 Alert Admin |
Sky high type profits After we sell. Haha. Good or bad deal you sell.. | ||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
investshare
Supreme |
13-Aug-2021 07:40
|
||||
|
x 0
x 0 Alert Admin |
Is the profit made by CLIM or the unit to be privatised?
|
||||
| Useful To Me Not Useful To Me | |||||
|
hokpin
Supreme |
13-Aug-2021 07:06
|
||||
|
x 0
x 0 Alert Admin |
Revenue increased by 34.7%. Profit after Tax close to 10 times increased! | ||||
| Useful To Me Not Useful To Me | |||||
|
hokpin
Supreme |
13-Aug-2021 07:05
|
||||
|
x 0
x 0 Alert Admin |
Earning is superb! | ||||
| Useful To Me Not Useful To Me | |||||
|
Tryla888
Member |
11-Aug-2021 18:32
|
||||
|
x 0
x 0 Alert Admin |
Added 10 lots.
|
||||
| Useful To Me Not Useful To Me | |||||
|
hokpin
Supreme |
11-Aug-2021 18:04
|
||||
|
x 0
x 0 Alert Admin |
Signal of bullish trend!
|
||||
| Useful To Me Not Useful To Me | |||||
|
Lobster
Elite |
11-Aug-2021 17:32
Yells: "Even Adam Khoo believes in the Black Market!" |
||||
|
x 0
x 0 Alert Admin |
After all the talk about " IPO" of Capitaland Investment Management, implying its price to be $2.80 after the delink, now the saliva all dried up today. Fortunalely Capitaland didn' t dry up today. Still up 2 cents even though market was bleeding, |
||||
| Useful To Me Not Useful To Me | |||||
|
Joelton
Supreme |
11-Aug-2021 09:16
|
||||
|
x 1
x 0 Alert Admin |
CapitaLand shareholders vote in favour of restructuring plan
CAPITALAND shareholders have voted in favour of the real estate group' s proposal to privatise its development arm and to list its fund-management and property-investment business.
From September, CapitaLand will operate as two distinct entities: the new, listed unit CapitaLand Investments (CLI) and the privatised CapitaLand Development.
Over 3,400 shareholders voted by proxy at a virtual extraordinary general meeting and a scheme meeting on Tuesday afternoon, among which 99.6 per cent backed the resolution to approve the capital reduction and distribution in specie, CapitaLand said in an update on Tuesday.
The scheme of arrangement received approval from 97.6 per cent of the number of shareholders holding approximately 99.8 per cent in value of the total number of shares voted.
Upon listing on the Singapore Exchange, CLI is expected to become a leading listed real estate investment manager globally, with pro forma total real estate assets under management of approximately S$115 billion as at Dec 31, 2020.
On a pro forma basis, as at Dec 31, 2020, it had approximately S$78 billion of real estate funds under management held via its managed listed funds and unlisted funds across the Asia-Pacific, Europe and the USA.
CapitaLand group chief executive Lee Chee Koon said: " As the market increasingly starts to appreciate the value of real-estate investment managers (REIMs), we expect to see more Asian-based REIMs emerge. This will mean stronger competition for capital, but also more opportunities as global capital flows into Asia. As one of the leading listed real-estate fund managers in the world with a strong foundation in Asia, CLI is in a good position to tap these opportunities."
CapitaLand' s management had said last month that CLI will look at creating new products as it aims to achieve S$100 billion in funds under management by 2024 and grow its lodging business to 160,000 units under management by 2023.
CLI shares are expected to list on Sept 16, subject to approval by the authorities. Sept 3 is expected to be the last day of trade for the shares of CapitaLand Limited.
|
||||
| Useful To Me Not Useful To Me | |||||
|
Vietshare
Member |
11-Aug-2021 00:57
|
||||
|
x 0
x 0 Alert Admin |
From BT: CAPITALAND shareholders have voted in favour of the real estate group' s proposal to privatise its development arm and to list its fund-management and property-investment business. From September, CapitaLand will operate as two distinct entities: the new, listed unit CapitaLand Investments (CLI) and the privatised CapitaLand Development. Over 3,400 shareholders voted by proxy at a virtual extraordinary general meeting and a scheme meeting on Tuesday afternoon, among which 99.6 per cent backed the resolution to approve the capital reduction and distribution in specie, CapitaLand said in an update on Tuesday. The scheme of arrangement received approval from 97.6 per cent of the number of shareholders holding approximately 99.8 per cent in value of the total number of shares voted. Upon listing on the Singapore Exchange, CLI is expected to become a leading listed real estate investment manager globally, with pro forma total real estate assets under management of approximately S$115 billion as at Dec 31, 2020. On a pro forma basis, as at Dec 31, 2020, it had approximately S$78 billion of real estate funds under management held via its managed listed funds and unlisted funds across the Asia-Pacific, Europe and the USA.
|
||||
| Useful To Me Not Useful To Me | |||||