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des_khor Supreme	19-Sep-2021 10:51        des_khor About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Tell me who is God or Market Fortune Teller in this forum ??"
x 0   x 0  Alert Admin	All these peoples try to act like market fortune teller ! josemmm123      ( Date: 18-Sep-2021 20:35) Posted: There are one type of user who will just guess based on their own belief without any reference to any sources. Is like I tell u i think CLI will chiong to $5 on Monday .. quick buy buy buy, BBs sure hoot one... then u ask me why i think CLI can go $5, I will tell u " oh, i think so lo or my gut feeling or why must I tell u?.. Anyway haha we small fish no impact on the share price... the one controlling share prices are the BBs and institutional investors, we are here in this forum just to voice our thoughts/opinion/analysis or simply talk cok.. :) To make life more interesting if not very boring. I already mentioned those are my own opinion. To some it may be BS, to some it may be DUMB. :) hahaha.. Dun take postings in this forum too seriously but good to have some information sharing .. like what is the dividend yields? when is the XD date etc..   frigatex      ( Date: 18-Sep-2021 20:15) Posted: If quoting sources is considered "action" instead of "talk only", here's someone else's detailed analysis of whether CLIM is valued at the sum of its parts: https://financialhorse.com/capitalands-restructuring-is-this-bad-for-the-capitaland-ascendas-reits-part-ii/ Capitaland wouldnt quote fake info, but it is a prediction. Many also said STI is greatly undervalued, but is there great interest in it over foreign indices? As for CLIM relationship to CICT, I beg to differ regarding master-servant relationship. Basket-good is more accurate. Can an individual stock outperform the basket average? Certainly. I'm not pessimistic about CLIM at all, but I feel you're overly optimisti
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des_khor Supreme	19-Sep-2021 10:45        des_khor About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Tell me who is God or Market Fortune Teller in this forum ??"
x 0   x 0  Alert Admin	Make no sense at all base on your prediction . SMM is losing money company and CICT is stable paying out dividend . lukewong82      ( Date: 19-Sep-2021 10:11) Posted: Reminds me of Semb Ind and Semb Marine    There were some ppl who were thinking of selling SM to buy SI. But there were those stubborn self proclaim experts who urged not to sell SM. Now they must be crying. Those who sold SM and bought SI are laughing to the bank. ==> Semb Ind = CLI while Semb Marine = CICT to a certain lesser extend. I see CLI having brighter future than CICT, that' s why I going to load up on CLI on Monday and not buying CICT.
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Goldfinger Supreme	19-Sep-2021 10:22        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	Any projection of the dividend yield of CLIM? lukewong82      ( Date: 19-Sep-2021 10:11) Posted: Reminds me of Semb Ind and Semb Marine    There were some ppl who were thinking of selling SM to buy SI. But there were those stubborn self proclaim experts who urged not to sell SM. Now they must be crying. Those who sold SM and bought SI are laughing to the bank. ==> Semb Ind = CLI while Semb Marine = CICT to a certain lesser extend. I see CLI having brighter future than CICT, that' s why I going to load up on CLI on Monday and not buying CICT.
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lukewong82 Master	19-Sep-2021 10:11        lukewong82 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Reminds me of Semb Ind and Semb Marine    There were some ppl who were thinking of selling SM to buy SI. But there were those stubborn self proclaim experts who urged not to sell SM. Now they must be crying. Those who sold SM and bought SI are laughing to the bank. ==> Semb Ind = CLI while Semb Marine = CICT to a certain lesser extend. I see CLI having brighter future than CICT, that' s why I going to load up on CLI on Monday and not buying CICT.
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josemmm123 Master	18-Sep-2021 20:35        josemmm123 About Contact  Quote this Post!
x 1   x 0  Alert Admin	There are one type of user who will just guess based on their own belief without any reference to any sources. Is like I tell u i think CLI will chiong to $5 on Monday .. quick buy buy buy, BBs sure hoot one... then u ask me why i think CLI can go $5, I will tell u " oh, i think so lo or my gut feeling or why must I tell u?.. Anyway haha we small fish no impact on the share price... the one controlling share prices are the BBs and institutional investors, we are here in this forum just to voice our thoughts/opinion/analysis or simply talk cok.. :) To make life more interesting if not very boring. I already mentioned those are my own opinion. To some it may be BS, to some it may be DUMB. :) hahaha.. Dun take postings in this forum too seriously but good to have some information sharing .. like what is the dividend yields? when is the XD date etc..   frigatex      ( Date: 18-Sep-2021 20:15) Posted: If quoting sources is considered "action" instead of "talk only", here's someone else's detailed analysis of whether CLIM is valued at the sum of its parts: https://financialhorse.com/capitalands-restructuring-is-this-bad-for-the-capitaland-ascendas-reits-part-ii/ Capitaland wouldnt quote fake info, but it is a prediction. Many also said STI is greatly undervalued, but is there great interest in it over foreign indices? As for CLIM relationship to CICT, I beg to differ regarding master-servant relationship. Basket-good is more accurate. Can an individual stock outperform the basket average? Certainly. I'm not pessimistic about CLIM at all, but I feel you're overly optimistic josemmm123      ( Date: 18-Sep-2021 16:58) Posted: Well, I welcome feedback, at least I quote sources.. unlike some ppl just talk only. :) But i dun think they will put out fake information right? The average for REIMs is 2.9x according to them.. i dun think they will post fake information in their prospectus right? Ya within 5 mins, ..precisely as wat u said, becos the 2.9x NTA is from their prospectus, tat why i give it a 50% discount to show a more " balanced" view...Even with this huge discount there is still a 150% upside compared to CICT 26% upside :)  CLI is a REIMs while CICT is a reit. So CLI is the master while CICT is the servant. So will the master outperform the servant or the other way round? :) That' s for other investors to decide. I just presenting all the information gathered and present my own opinion. Others can do their own diligent.
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frigatex Member	18-Sep-2021 20:15        frigatex About Contact  Quote this Post!
x 0   x 0  Alert Admin	If quoting sources is considered "action" instead of "talk only", here's someone else's detailed analysis of whether CLIM is valued at the sum of its parts: https://financialhorse.com/capitalands-restructuring-is-this-bad-for-the-capitaland-ascendas-reits-part-ii/ Capitaland wouldnt quote fake info, but it is a prediction. Many also said STI is greatly undervalued, but is there great interest in it over foreign indices? As for CLIM relationship to CICT, I beg to differ regarding master-servant relationship. Basket-good is more accurate. Can an individual stock outperform the basket average? Certainly. I'm not pessimistic about CLIM at all, but I feel you're overly optimistic josemmm123      ( Date: 18-Sep-2021 16:58) Posted: Well, I welcome feedback, at least I quote sources.. unlike some ppl just talk only. :) But i dun think they will put out fake information right? The average for REIMs is 2.9x according to them.. i dun think they will post fake information in their prospectus right? Ya within 5 mins, ..precisely as wat u said, becos the 2.9x NTA is from their prospectus, tat why i give it a 50% discount to show a more " balanced" view...Even with this huge discount there is still a 150% upside compared to CICT 26% upside :)  CLI is a REIMs while CICT is a reit. So CLI is the master while CICT is the servant. So will the master outperform the servant or the other way round? :) That' s for other investors to decide. I just presenting all the information gathered and present my own opinion. Others can do their own diligent. frigatex      ( Date: 18-Sep-2021 16:34) Posted: Not that I'm not believing what you wrote, but your "evidence" is based on prospectus from capitaland itself, so of cos they want you to believe that? Within 5 min you just basically halved your prediction of CLIM's upside also.. Anyway, CLIM vs CICT ultimately it's almost like picking the basket vs stock picking. It's whether you believe the entire basket of funds perform equally well
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Goldfinger Supreme	18-Sep-2021 17:25        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	As an industry expert, I think this makes sense to me, more than the Capitaland structure, which was rather vague - although technically, that was also an internalised Reit Manager structure. It would be clearer and more differentiated with CLIM. josemmm123      ( Date: 18-Sep-2021 16:56) Posted: Oh INTERNALISED REIT MANAGER is what Sabana shareholders are fighting for ... Yap agree with u CLI has this huge advantage.. Goldfinger      ( Date: 18-Sep-2021 16:39) Posted: One thing I like about CLIM - is that it appears to me to be a REIT Manager cum Fund of REIT Funds.  For those in the FM industry, REIT Managers make a lot of fees from M& A transactions, eg corporation actions, acquisitions. And if it is the REIT Manager over the CLIM REITS, it will earn fees from any M& A, or effective M& A fee savings. So, there is mitigation of conflicts of interest - it is what you would call an internalised REIT Manager.  And that could be the best advantage it has.
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josemmm123 Master	18-Sep-2021 17:02        josemmm123 About Contact  Quote this Post!
x 1   x 0  Alert Admin	Dear CapitaLand Limited Shareholder,     Shares of CapitaLand Investment will begin trading on SGX from 9.00am on 20 September 2021, under the trading name " CapitaLandInvest" and stock code " 9CI" . Shareholders and members of the public can attend the virtual LIVE webcast of the listing ceremony from 8.30am on 20 September 2021, either on Zoom here < https://t.mail.capitaland.com/r/?id=hf76e7b7,4a87c10,4a92613> , or by tuning in to CapitaLand' s LIVE Facebook feed on www.facebook.com/capitaland < https://t.mail.capitaland.com/r/?id=hf76e7b7,4a87c10,4a92614> .     We also invite you to visit CapitaLand Investment' s website (www.capitalandinvest.com) from 20 September 2021.     Sincerely,   CapitaLand Limited Investor Relations
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josemmm123 Master	18-Sep-2021 16:58        josemmm123 About Contact  Quote this Post!
x 1   x 0  Alert Admin	Well, I welcome feedback, at least I quote sources.. unlike some ppl just talk only. :) But i dun think they will put out fake information right? The average for REIMs is 2.9x according to them.. i dun think they will post fake information in their prospectus right? Ya within 5 mins, ..precisely as wat u said, becos the 2.9x NTA is from their prospectus, tat why i give it a 50% discount to show a more " balanced" view...Even with this huge discount there is still a 150% upside compared to CICT 26% upside :)  CLI is a REIMs while CICT is a reit. So CLI is the master while CICT is the servant. So will the master outperform the servant or the other way round? :) That' s for other investors to decide. I just presenting all the information gathered and present my own opinion. Others can do their own diligent. frigatex      ( Date: 18-Sep-2021 16:34) Posted: Not that I'm not believing what you wrote, but your "evidence" is based on prospectus from capitaland itself, so of cos they want you to believe that? Within 5 min you just basically halved your prediction of CLIM's upside also.. Anyway, CLIM vs CICT ultimately it's almost like picking the basket vs stock picking. It's whether you believe the entire basket of funds perform equally well. josemmm123      ( Date: 18-Sep-2021 15:39) Posted: Even if we give 50% discount to the average of 2.9x for REIMS. So if u sell CICT at $2.00 and buy CLI at $3 (assuming you need to pay $3, although technical it should start trading at $2.82(NTA) ) Potential upside for  CICT  if u wait for it to hit target price is 26%    ($2.52 - $2.00) / $2 =      26% upside Potential upside for      CLI  if u wait for it to hit REIMS  HALF of average of 2.9x  = $2.82 x  1.45  = almost $4.1 for a      almost 150% upside. Sell your CICT and buy CLI for higher capital gain. As for dividend, right now we dun have any figures to compare as CLI is a newly listed. IF CLI dividend yield > CICT, I bet with you institutional fund will be pouring into CLI. Another catalyst is the listing of CLI in MSCI index. So I CLI certainly has more upside than CICT.
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josemmm123 Master	18-Sep-2021 16:56        josemmm123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Oh INTERNALISED REIT MANAGER is what Sabana shareholders are fighting for ... Yap agree with u CLI has this huge advantage.. Goldfinger      ( Date: 18-Sep-2021 16:39) Posted: One thing I like about CLIM - is that it appears to me to be a REIT Manager cum Fund of REIT Funds.  For those in the FM industry, REIT Managers make a lot of fees from M& A transactions, eg corporation actions, acquisitions. And if it is the REIT Manager over the CLIM REITS, it will earn fees from any M& A, or effective M& A fee savings. So, there is mitigation of conflicts of interest - it is what you would call an internalised REIT Manager.  And that could be the best advantage it has.
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Goldfinger Supreme	18-Sep-2021 16:39        Goldfinger About Contact  Quote this Post!
x 1   x 0  Alert Admin	One thing I like about CLIM - is that it appears to me to be a REIT Manager cum Fund of REIT Funds.  For those in the FM industry, REIT Managers make a lot of fees from M& A transactions, eg corporation actions, acquisitions. And if it is the REIT Manager over the CLIM REITS, it will earn fees from any M& A, or effective M& A fee savings. So, there is mitigation of conflicts of interest - it is what you would call an internalised REIT Manager.  And that could be the best advantage it has.
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frigatex Member	18-Sep-2021 16:34        frigatex About Contact  Quote this Post!
x 0   x 0  Alert Admin	Not that I'm not believing what you wrote, but your "evidence" is based on prospectus from capitaland itself, so of cos they want you to believe that? Within 5 min you just basically halved your prediction of CLIM's upside also.. Anyway, CLIM vs CICT ultimately it's almost like picking the basket vs stock picking. It's whether you believe the entire basket of funds perform equally well. josemmm123      ( Date: 18-Sep-2021 15:39) Posted: Even if we give 50% discount to the average of 2.9x for REIMS. So if u sell CICT at $2.00 and buy CLI at $3 (assuming you need to pay $3, although technical it should start trading at $2.82(NTA) ) Potential upside for  CICT  if u wait for it to hit target price is 26%    ($2.52 - $2.00) / $2 =      26% upside Potential upside for      CLI  if u wait for it to hit REIMS  HALF of average of 2.9x  = $2.82 x  1.45  = almost $4.1 for a      almost 150% upside. Sell your CICT and buy CLI for higher capital gain. As for dividend, right now we dun have any figures to compare as CLI is a newly listed. IF CLI dividend yield > CICT, I bet with you institutional fund will be pouring into CLI. Another catalyst is the listing of CLI in MSCI index. So I CLI certainly has more upside than CICT.
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lukewong82 Master	18-Sep-2021 16:23        lukewong82 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good analysis !      josemmm123      ( Date: 18-Sep-2021 15:39) Posted: Even if we give 50% discount to the average of 2.9x for REIMS. So if u sell CICT at $2.00 and buy CLI at $3 (assuming you need to pay $3, although technical it should start trading at $2.82(NTA) ) Potential upside for  CICT  if u wait for it to hit target price is 26%    ($2.52 - $2.00) / $2 =      26% upside Potential upside for      CLI  if u wait for it to hit REIMS  HALF of average of 2.9x  = $2.82 x  1.45  = almost $4.1 for a      almost 150% upside. Sell your CICT and buy CLI for higher capital gain. As for dividend, right now we dun have any figures to compare as CLI is a newly listed. IF CLI dividend yield > CICT, I bet with you institutional fund will be pouring into CLI. Another catalyst is the listing of CLI in MSCI index. So I CLI certainly has more upside than CICT.
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josemmm123 Master	18-Sep-2021 15:39        josemmm123 About Contact  Quote this Post!
x 1   x 0  Alert Admin	Even if we give 50% discount to the average of 2.9x for REIMS. So if u sell CICT at $2.00 and buy CLI at $3 (assuming you need to pay $3, although technical it should start trading at $2.82(NTA) ) Potential upside for  CICT  if u wait for it to hit target price is 26%    ($2.52 - $2.00) / $2 =      26% upside Potential upside for      CLI  if u wait for it to hit REIMS  HALF of average of 2.9x  = $2.82 x  1.45  = almost $4.1 for a      almost 150% upside. Sell your CICT and buy CLI for higher capital gain. As for dividend, right now we dun have any figures to compare as CLI is a newly listed. IF CLI dividend yield > CICT, I bet with you institutional fund will be pouring into CLI. Another catalyst is the listing of CLI in MSCI index. So I CLI certainly has more upside than CICT.
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josemmm123 Master	18-Sep-2021 15:34        josemmm123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	On friday, there was huge selling pressure, should be institutional investors selling CICT to buy CLI. I expect some capitaland shareholders to sell their CICT to buy CLI. So ready to watch the show on Monday. I would suggest Capitaland shareholders to sell their CICT and buy CLI. Dun listen to those who only know how to blow trumpet and urge u to buy /hold CICT, u will incur opportunity costs. I support my postings with supporting evidents not like some others who only knows how to NATO. No action TALK ONLY.  Why sell CICT and buy CLI? Typically a good  REIT  like CICT trades somewhere from 1.05x to 1.5x NTA. Most analysts give an Target price of $2.532 for CICT for about          26%  upside  from the current share price of $2.00. Whereas for  REIMS  (Reits manager), the  average  for all the REIMS is  2.9x NTA. So if u sell CICT at $2.00 and buy CLI at $3 (assuming you need to pay $3, although technical it should start trading at $2.82(NTA) ) Potential upside for  CICT  if u wait for it to hit target price is 22%    ($2.52 - $2.00) / $2 =  26% upside Potential upside for  CLI  if u wait for it to hit REIMS average of 2.9x = $2.82 x 2.9 = almost $8.2 for a  almost  300% upside. So one stragety is to sell CICT and buy CLI when trading starts for CLI on 20th Sept if you want to earn more for ur capital gain. BUT if u like CICT for it' s dividend or whatever reasons u might have, then sure keep the CICT, u may even consider selling CLI to buy more CICT if that is the case. All the information given above are based on ACTUAL REAL information. Sources of the above information is given below. Sources : 1)            https://sginvestors.io/analysts/singapore-s-reit-target-price                 2)            https://investor.capitaland.com/newsroom/20210322_104741_C31_0SBERMKZPV36Z7OR.3.pdf Beta21177      ( Date: 18-Sep-2021 09:02) Posted: Think there will be ppl waiting to buy up
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josemmm123 Master	18-Sep-2021 15:07        josemmm123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	yield? They just listed so the yield is unknown.. Capitaland is a reputable brand :) Silo1234      ( Date: 18-Sep-2021 15:04) Posted: --- Post Removed by User ---
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lukewong82 Master	18-Sep-2021 15:00        lukewong82 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Not vested in Capitaland yet but will buy CLI on monday.  Beta21177      ( Date: 18-Sep-2021 09:02) Posted: Think there will be ppl waiting to buy up
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Beta21177 Member	18-Sep-2021 09:02        Beta21177 About Contact  Quote this Post!
x 1   x 0  Alert Admin	Think there will be ppl waiting to buy up
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josemmm123 Master	17-Sep-2021 19:42        josemmm123 About Contact  Quote this Post!
x 1   x 0  Alert Admin	Hope it can open with $3 !.. :)   josemmm123      ( Date: 17-Sep-2021 19:41) Posted: https://research.sginvestors.io/2021/07/capitaland-phillip-securities-research-2021-07-26.html Rambo 1st Blood posting :) Welcome to Capitaland Investment thread ....
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josemmm123 Master	17-Sep-2021 19:41        josemmm123 About Contact  Quote this Post!
x 1   x 0  Alert Admin	https://research.sginvestors.io/2021/07/capitaland-phillip-securities-research-2021-07-26.html Rambo 1st Blood posting :) Welcome to Capitaland Investment thread ....
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