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can do more than $9
sengkang ( Date: 03-Oct-2025 10:17) Posted:
Latest - JP Morgan says $8.20.
Can do really? |
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should at least be the same price!
haizzz ( Date: 24-Sep-2025 12:18) Posted:
| CDL remains $1 trailing behind UOL |
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CDL IS WORTH $19.77 a share!
Joelton ( Date: 04-Oct-2025 13:44) Posted:
JP Morgan raises CDL' s target price to $8.20, possibility of special dividend
" With the majority of the board of directors now aligned with CEO, Sherman Kwek, he is in a better position to streamline CDL and close the discount to book through non-core asset sales.
" With ' value unlocking' becoming increasingly important in Singapore, CDL is a beneficiary of such thematic inflows," state the analysts.
Year to date, CDL has divested some $1.5 billion worth of assets, including its 50.1% stake in South Beach, which nets the company a gain of $465 million. In contrast, the company had spent just $1.2 billion on land purchases and other investments.
Their new target price of $8.20 is based on a lower 35% discount to their estimate of CDL' s RNAV of $12.65 per share, down from 40% applied previously on the slightly lower RNAV per share of $11.85.
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Cheap shares are ALL DRYING UP!
Potential special dividends of 30c per share and HIGHER PROFITABILITY!
JP Morgan raises CDL' s target price to $8.20, possibility of special dividend
" With the majority of the board of directors now aligned with CEO, Sherman Kwek, he is in a better position to streamline CDL and close the discount to book through non-core asset sales.
" With ' value unlocking' becoming increasingly important in Singapore, CDL is a beneficiary of such thematic inflows," state the analysts.
Year to date, CDL has divested some $1.5 billion worth of assets, including its 50.1% stake in South Beach, which nets the company a gain of $465 million. In contrast, the company had spent just $1.2 billion on land purchases and other investments.
Their new target price of $8.20 is based on a lower 35% discount to their estimate of CDL' s RNAV of $12.65 per share, down from 40% applied previously on the slightly lower RNAV per share of $11.85.
Latest - JP Morgan says $8.20.
Can do really?
CDL remains $1 trailing behind UOL
hope that you are right that it will raise up soon. still sitting on my ost on this one.
today can see shorts acting on their reits again.
other stock like yzjgh recovering. these shorts no choice but to cover since no easy cover via placement.
hope to see city dev also do some actions on selling etc . also on their related reits. shorts has no sp much money to cover so many counters in billions.
they buy one sell another to keep their book balance.
just keep actions on 1 counter and burst them one by one.
By end 2026 this counter will be double digit. any weakness now is opportuntiy to add. There is so much money waiting to come into the market very soon, that they will scoop up good company shares left right and center. Yiou just need to calmly sit through the volatiltiy and if possible add to your postion if you can.
pasttime ( Date: 19-Sep-2025 13:39) Posted:
rnav is useless. only good to see nothing to benefits from it.
unless the boss continue to sell sell sell and stop buy any more asset.
market price action on city dev shares and their related reits show that the boss money no enough.
asset a lot is no use. see the chinese property company all asset very think before the crash. when crash they cannot change the asset into cash to pay debt and then they go under and the property price fall and fall with no taker. property is like that must be able to hold then can win.
so the younger boss must change his style. not got about like a gold fish see what eat what. people said good eat.
the fisrt thing to build confident of small shareholders is to buy up the ahre price price.no use keep buying asset. more asset less cash, is cash poor.. very poor with so much debt. any thing happen sure die. |
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rnav is useless. only good to see nothing to benefits from it.
unless the boss continue to sell sell sell and stop buy any more asset.
market price action on city dev shares and their related reits show that the boss money no enough.
asset a lot is no use. see the chinese property company all asset very think before the crash. when crash they cannot change the asset into cash to pay debt and then they go under and the property price fall and fall with no taker. property is like that must be able to hold then can win.
so the younger boss must change his style. not got about like a gold fish see what eat what. people said good eat.
the fisrt thing to build confident of small shareholders is to buy up the ahre price price.no use keep buying asset. more asset less cash, is cash poor.. very poor with so much debt. any thing happen sure die.
Expanding into China market is something no one can afford to ignore. However, it should not be done recklessly. With the lessons learned from past experience, they should be going in with eyes wide OPEN. The fact that they return the second time round reflects the ambition of the current management. All these are extremely good news for CDL shareholders.
valuehunter96 ( Date: 19-Sep-2025 12:26) Posted:
China wants developers to do well now
tongphlp ( Date: 18-Sep-2025 13:56) Posted:
| for China, they are most happy and welcome CDL with open arms...armed with a huge war che$t. |
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China wants developers to do well now
tongphlp ( Date: 18-Sep-2025 13:56) Posted:
for China, they are most happy and welcome CDL with open arms...armed with a huge war che$t..
Workaholic ( Date: 18-Sep-2025 12:05) Posted:
| The Sincere loss was several years ago and all the losses were written off then. CDL have moved on since then and the shareprice hit was already factored in. With the new baseline, the price today has nothing to do with Sincere anymore and the new China venture is a completely new thing. The directors who were gung ho then to push for Sincere deal are no longer in this new board |
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Even when the dogs bark the caravan moves on.
valuehunter96 ( Date: 19-Sep-2025 10:33) Posted:
THIS IS THE MYSTERY WHICH PEOPLE ARE TALKING ABOUT
- $2BILLION IN SOLD PROPERTIES YET TO REVENUE RECOGNISE
- DIVESTED MORE THAN $2BILLION IN ASSETS
- SPECIAL DIVIDEND TO BE PAID FOR FY 2025
- BIG DISCOUNT TO RNAV OF $19.77
MrBear12 ( Date: 18-Sep-2025 13:52) Posted:
| Bear wanna experience the Ultimate Mystery... .. |
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THIS IS THE MYSTERY WHICH PEOPLE ARE TALKING ABOUT
- $2BILLION IN SOLD PROPERTIES YET TO REVENUE RECOGNISE
- DIVESTED MORE THAN $2BILLION IN ASSETS
- SPECIAL DIVIDEND TO BE PAID FOR FY 2025
- BIG DISCOUNT TO RNAV OF $19.77
MrBear12 ( Date: 18-Sep-2025 13:52) Posted:
Bear wanna experience the Ultimate Mystery... ...
tongphlp ( Date: 18-Sep-2025 13:45) Posted:
everything is a learning experience...to the tune of S$2b.....deep pockets..
looking back is history....looking forward is a mystery. |
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Looking Forward, CDL is a completely different animal from CDL 5 years ago.
- $2BILLION IN SOLD PROPERTIES YET TO REVENUE RECOGNISE
- DIVESTED MORE THAN $2BILLION IN ASSETS
- SPECIAL DIVIDEND TO BE PAID FOR FY 2025
- BIG DISCOUNT TO RNAV OF $19.77
tongphlp ( Date: 18-Sep-2025 13:45) Posted:
everything is a learning experience...to the tune of S$2b.....deep pockets..
looking back is history....looking forward is a mystery..
MrBear12 ( Date: 18-Sep-2025 12:11) Posted:
Let's look forward to a new tomorrow!
Stop looking back...
Realise its potential value !!
Shake me up soon when 20.00 |
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for China, they are most happy and welcome CDL with open arms...armed with a huge war che$t..
Workaholic ( Date: 18-Sep-2025 12:05) Posted:
The Sincere loss was several years ago and all the losses were written off then. CDL have moved on since then and the shareprice hit was already factored in. With the new baseline, the price today has nothing to do with Sincere anymore and the new China venture is a completely new thing. The directors who were gung ho then to push for Sincere deal are no longer in this new board.
tongphlp ( Date: 17-Sep-2025 15:30) Posted:
| don' t forget they lost $2b in china because of Sincere. |
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History, be it ancient or recent, enriches us....without history and past successes, we wouldn' t invent the word " on hindsight" and be celebrating SG60
valuehunter96 ( Date: 18-Sep-2025 13:47) Posted:
This is ancient history and the $2b has since been made back from the sale of southbeach, non - core properties and Hilton Seoul
tongphlp ( Date: 17-Sep-2025 15:30) Posted:
| don' t forget they lost $2b in china because of Sincere. |
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Bear wanna experience the Ultimate Mystery... ...
tongphlp ( Date: 18-Sep-2025 13:45) Posted:
everything is a learning experience...to the tune of S$2b.....deep pockets..
looking back is history....looking forward is a mystery..
MrBear12 ( Date: 18-Sep-2025 12:11) Posted:
Let's look forward to a new tomorrow!
Stop looking back...
Realise its potential value !!
Shake me up soon when 20.00 |
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This is ancient history and the $2b has since been made back from the sale of southbeach, non - core properties and Hilton Seoul
tongphlp ( Date: 17-Sep-2025 15:30) Posted:
don' t forget they lost $2b in china because of Sincere..
valuehunter96 ( Date: 17-Sep-2025 13:53) Posted:
| The shanghai xintiandi project is guaranteed to be profitable for CDL as neary by property prices are transacting at double of what CDL paid fo |
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