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CapLand China T
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CapitaRetail China Trust (CRCT)
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pkli899
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08-Nov-2021 10:22
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Haha, ok, ok, Temasek didn' t sell also didn' t buy. What we agree now is no increase in number of shares for Temasek. As a result of pte placement (whereby units increased by 8.5%), Temasek interest actually dropped from 32.77% to 30.23%.
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arctician1982
Senior |
08-Nov-2021 10:20
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i believe temasek bought, just that the pte placement shares diluted their stake..whether they bought 10m+ shares from pte placement at 1.16 or market at 1.22, i cant tell.. | ||||||||||||||||||
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whisng
Veteran |
08-Nov-2021 10:08
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Actually is SGX website put Temasek added 11,645,065 on 21 Oct 2021 under the " ownership" tab  
https://www.sgx.com/securities/equities/AU8U
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whisng
Veteran |
08-Nov-2021 10:05
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Ok lah, no angry, just an misunderstanding.  Now all is good liao.
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pkli899
Supreme |
08-Nov-2021 10:01
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I didn' t say they sell. U said they bought. Actual fact is their interest dropped because of pte placement.
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whisng
Veteran |
08-Nov-2021 10:00
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That info was from Pg 5 of the form, under point no. 8.  From pg 4, we can see that the no. of shares immediately before and after the transactions was 501,740,653 (which was the same as reported in SGX website).
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whisng
Veteran |
08-Nov-2021 09:52
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From the form...Ah Gong didn' t sell CLCT lah. " Temasek does not have any direct interest in Units. There is no change in the number of Units in which Temasek has a deemed interest. Temasek is filing this notification form to report a change in the percentage level of its deemed interest in Units from 32.77% to 30.23% as a result of the issuance of 128,756,000 new Units on 21 October 2021 pursuant to the Private Placement (as defined in the Listed Issuer' s announcements on 12, 13 and 21 October 2021)"
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Wordee
Senior |
08-Nov-2021 09:52
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price shd up pending div annoucement in dec | ||||||||||||||||||
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arctician1982
Senior |
08-Nov-2021 09:49
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not enough info to tell if its from market post pte placement or temasek bought during pte placement at 1.16, if i rem correctly the pte placement was offered around 15-16th of Oct and the placement shares started trading on 21st oct, and market open at $1.20 at 9am. So it can be either way one thing we can be sure if temasek bought around $10m+ shares either from market or through placement, which is good news. 
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halleluyah
Supreme |
08-Nov-2021 09:43
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if im correct macam NAV is ard 1.57, right???    accumulating.... | ||||||||||||||||||
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Wordee
Senior |
08-Nov-2021 09:35
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still laggard and unable to inch up | ||||||||||||||||||
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pkli899
Supreme |
08-Nov-2021 09:33
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Page 4 of above announcment clearly stated Temasek interest dropped from 32.77% to 30.23%.
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arctician1982
Senior |
08-Nov-2021 09:23
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how to see temasek purchase is not due to recent private placement? i remember they are entitled to buy at 1.16, and they may do the disclosure few days later upon successful placement, doesnt mean they bought in at 1.22 though, unless i read wrongly.  | ||||||||||||||||||
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whisng
Veteran |
08-Nov-2021 07:30
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With Ah Gong inside CLCT, there will be more upside than downside.  When the idiots sold finish, CLCT will soar liao. Target price inside SGX webpage is $1.558.under the " Consensus" tab (when there are 3 or more analysts for that stock, there will be a target price, else this tab will show no target price).
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Starship
Supreme |
07-Nov-2021 17:05
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whisng
Veteran |
07-Nov-2021 08:06
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I saw that in SGX webpage for CLCT, it showed that temasek added " 11,645,065" and holdings date of 21 Oct 2021.
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pkli899
Supreme |
06-Nov-2021 22:01
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Aiyo, u read wrong la. Temasek holding dropped from 32.77% to 30.23% because of the increased of 8.5% units thru pte placement. I was thinking Temasek rarely buy in the market. If they did, means CLCT very attractive to them. Must be very under valued and potential must be very good.
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whisng
Veteran |
06-Nov-2021 09:41
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For info, Temasek bought in 11.6 million shares of CLCT on 21 Oct 2021 (closing price of $1.22) and bringing the stake in CLCT to 30.2%.  Thus yesterday bought in somemore CLCT, cause when ah gong buys, I buy ^_^ | ||||||||||||||||||
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pkli899
Supreme |
05-Nov-2021 20:08
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No projection of DPU, post acquisition. My estimation is around 8.66 cents. Based on today price of 1.20, the yield is slightly more than 7.2%. Considered very good, especially to those going for dividend play. |
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Tipster88
Senior |
05-Nov-2021 09:00
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What' s the new projected DPU after recent acquistion via PP?? | ||||||||||||||||||
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