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Latest Forum Topics / CapitaLandInvest    Last:2.52    -0.01  Post Reply
CapitaLand Investment (SGX: 9CI)
invest8
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19-Nov-2021 20:21     
 
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 Alert Admin 		CLI on a shopping spree, did share buy back during the past 3 days (including today).

17Nov - 900,000 @ $3.37
18Nov - 2,800,000 @ $3.36
19Nov - 1,615,600 @ 3.36
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invest8
Senior
19-Nov-2021 13:29     
 
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 Alert Admin 		..wink

invest8      ( Date: 12-Oct-2021 20:27) Posted:

In an Oct 12 note, Citi Research analyst is recommending ' buy' on CapitaLand Investment with a target price of $4.65.
Probably the highest TP to date.....
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Lobster
Elite
19-Nov-2021 10:12     
 
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Yells: "Even Adam Khoo believes in the Black Market!"
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 Alert Admin 		All Too Low, should be more than $4.00

PhillipsCapitaland, Accumulate TP $4.00
OCBC Securities, Buy TP $3.89
Morhan Stanley, Buy TP $3.75
Goldman Sach, Buy TP $3.64

r1hell      ( Date: 16-Nov-2021 14:59) Posted:



Daiwa started coverage of  CapitaLand Investment  at Outperform with a S$3.77 target price, saying the Asia-focused real estate investment manager (REIM) was &ldquo stepping into the big leagues&rdquo after being spun off from the now-delisted CapitaLand development business.

&ldquo With the former CapitaLand development business separated and fully privatised, CLI is a cleaner (fewer consolidated entities), more sharply focused REIM, with management fully committed to creating value through its core businesses and delivering returns above its cost of capital,&rdquo Daiwa said in a note Monday.

But Daiwa noted CapitaLand Investment (CLI) is trading at a discount to REIM peers, likely as it &ldquo asset heavy&rdquo due to sizable equity-investment holdings via the listed and unlisted funds it manages, which make up S$13.9 billion, or around 50 percent of its assets as of end-September.

&ldquo These investments for now are low-return with modest yields,&rdquo the note said.

&ldquo Furthermore, CLI&rsquo s core businesses (investment management, lodging management and active recycling of real estate investments), though extensive, are probably not operating or have not scaled up to their full potential in terms of growth, revenue and/or cost efficiency,&rdquo the note said.

REIM peers trade at median price-to-book ratios (PBR) of 3.4 times, price-to-earnings ratios (PER) of 29.2 times and return on equity (ROE) of 15.5 percent, Daiwa noted, citing Bloomberg data. Dawia estimated CLI&rsquo s PBR at 1.0 times for 2022, with PER at 12.7 times and ROE at 8.4 percent.

The note said it would be &ldquo too optimistic&rdquo to expect CLI to trade in line with most REIMs.

&ldquo However, since the market is always forward-looking, any major announcement or upgrade of the FUM [funds under management] (and lodging management) outlook would likely be a positive share-price catalyst,&rdquo Daiwa said.

&ldquo The other potential catalyst is a revival of the physical lodging business from the Covid-19 trough,&rdquo Daiwa said, noting it hasn&rsquo t included any cyclical growth in the segment into its models, but added the industry could post a stronger-than-expected recovery.

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r1hell
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19-Nov-2021 09:29     
 
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 Alert Admin 		CapitaLand Investment  bought back 2.8 million shares in the market at S$3.36 each for a total consideration, including other costs, of around S$9.42 million, the real estate investment manager said in a filing to SGX after the market close.
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r1hell
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16-Nov-2021 14:59     
 
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 Alert Admin

Daiwa started coverage of  CapitaLand Investment  at Outperform with a S$3.77 target price, saying the Asia-focused real estate investment manager (REIM) was &ldquo stepping into the big leagues&rdquo after being spun off from the now-delisted CapitaLand development business.

&ldquo With the former CapitaLand development business separated and fully privatised, CLI is a cleaner (fewer consolidated entities), more sharply focused REIM, with management fully committed to creating value through its core businesses and delivering returns above its cost of capital,&rdquo Daiwa said in a note Monday.

But Daiwa noted CapitaLand Investment (CLI) is trading at a discount to REIM peers, likely as it &ldquo asset heavy&rdquo due to sizable equity-investment holdings via the listed and unlisted funds it manages, which make up S$13.9 billion, or around 50 percent of its assets as of end-September.

&ldquo These investments for now are low-return with modest yields,&rdquo the note said.

&ldquo Furthermore, CLI&rsquo s core businesses (investment management, lodging management and active recycling of real estate investments), though extensive, are probably not operating or have not scaled up to their full potential in terms of growth, revenue and/or cost efficiency,&rdquo the note said.

REIM peers trade at median price-to-book ratios (PBR) of 3.4 times, price-to-earnings ratios (PER) of 29.2 times and return on equity (ROE) of 15.5 percent, Daiwa noted, citing Bloomberg data. Dawia estimated CLI&rsquo s PBR at 1.0 times for 2022, with PER at 12.7 times and ROE at 8.4 percent.

The note said it would be &ldquo too optimistic&rdquo to expect CLI to trade in line with most REIMs.

&ldquo However, since the market is always forward-looking, any major announcement or upgrade of the FUM [funds under management] (and lodging management) outlook would likely be a positive share-price catalyst,&rdquo Daiwa said.

&ldquo The other potential catalyst is a revival of the physical lodging business from the Covid-19 trough,&rdquo Daiwa said, noting it hasn&rsquo t included any cyclical growth in the segment into its models, but added the industry could post a stronger-than-expected recovery.
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sharecare
Member
15-Nov-2021 12:09     
 
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 Alert Admin 		quite surprised this one came down and stayed down ... must be waiting to accumulate at lower prices? XD
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pasttime
Supreme
15-Nov-2021 10:58     
 
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Yells: "gold silver are real money. not others iou."
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 Alert Admin 		it is also a green business.
consider the sqft of roof top to install solar panel.  free energy from sun
number of lights that can convert to much lower power led light. lower energy usage = saving
number of car park lots that can be installed with charging station. additional income from electricity sale.
raising interest rates?  see us government on supply chain, port to halt the raise. if no work, they can 
do a compromise on the iran and lift the export of oil partly. that will send oil price back to below 70
 
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Lobster
Elite
15-Nov-2021 08:30     
 
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 Alert Admin


CapitaLand Investment is recognised as global sustainability leader on Dow Jones Sustainability World Index 2021
Marks CapitaLand&rsquo s 10th straight year of recognition on the index
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frigatex
Member
08-Nov-2021 16:43     
 
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 Alert Admin 		Net sell upon good news last week - institutional Net buy - retail Really not sure how you can come up with your stories. Coffeeshop talk? https://api2.sgx.com/sites/default/files/2021-11/SGX%20Fund%20Flow%20Weekly%20Tracker%20%28Week%20of%201%20Nov%202021%29.xlsx

tguanhoc      ( Date: 06-Nov-2021 14:03) Posted:

The current weakness of CLI has little to do with the current global COVID-19 and its endemic new normal situation.   It has to do with the mindset of many investors especially the short term retailers who did not fully understand the recent CLI' s 3Q financial and growth report.   Most of them think that CLI is nothing more than a lodging manager and rental collector, which will never be as profitable as the original Capitaland with massive assets and liabilities.   They also believed that CLI has no future for high dividend returns and that CLI will eventually die a natural death.   That' s the reason why many of these so called pump and dump speculators dumped their shares at $3.44 last Friday.    
 
As a reality check, these non believers should sell off all their CLI shares to buy into other more lucrative shares like DBS, OCBC, etc., to meet these speculators expectation of high profitability and high dividends and more share price upwards swing for easy short term gains.  
 
 

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invest8
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07-Nov-2021 21:46     
 
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 Alert Admin 		Festive seasons, and hopefully the more good news in covid-19 treatment and vaccination.
The global covid-19 situation should kinda subside, to benefit the retail & office sectors.. even more so the hospitality (lodging) sector.

Exciting days ahead for CLI.....
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TodaySgCny
Senior
07-Nov-2021 08:14     
 
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 Alert Admin 		Slowly but surely going to rise up.Holding at $3.More upside to come .
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tguanhoc
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06-Nov-2021 14:03     
 
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 Alert Admin 		The current weakness of CLI has little to do with the current global COVID-19 and its endemic new normal situation.   It has to do with the mindset of many investors especially the short term retailers who did not fully understand the recent CLI' s 3Q financial and growth report.   Most of them think that CLI is nothing more than a lodging manager and rental collector, which will never be as profitable as the original Capitaland with massive assets and liabilities.   They also believed that CLI has no future for high dividend returns and that CLI will eventually die a natural death.   That' s the reason why many of these so called pump and dump speculators dumped their shares at $3.44 last Friday.    
 
As a reality check, these non believers should sell off all their CLI shares to buy into other more lucrative shares like DBS, OCBC, etc., to meet these speculators expectation of high profitability and high dividends and more share price upwards swing for easy short term gains.  
 
 
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invest8
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05-Nov-2021 20:44     
 
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 Alert Admin 		When the global covid-19 situation kinda  subside, it' s CLI lodging showtime.
I think, hope.....
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invest8
Senior
05-Nov-2021 20:37     
 
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 Alert Admin 		Pfizer said its Covid-19 pill, used with an HIV drug, cut the risk of hospitalization or death by 89% in high-risk adults who' ve been exposed to the virus.
Last month was Merck, today is Pfizer.. and the Pfizer pill looks to be more effective.  wink

invest8      ( Date: 01-Oct-2021 21:38) Posted:

wow, is  molnupiravir (and hopefully more to come) to be the  game-changer?  wink
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Lobster
Elite
05-Nov-2021 18:32     
 
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 Alert Admin 		Big difference in CLI from the other Asset Management companies.
CLI is big in investments. How much can you make from management fees,and grow it.?
 
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fatpig
Senior
05-Nov-2021 14:18     
 
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 Alert Admin 		Ex Capitaland build good buildings/Condos but if you have been holding their share since 15 years ago then it is a nightmare.     After removing all their toxic/slow moving property development, CLI now function like  REIM  similar to  ARA  and ESR property management company is a plus to me. but a new CEO still focused on the lodging business  is not  my cup of tea.       
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tguanhoc
Senior
05-Nov-2021 14:17     
 
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 Alert Admin 		Yes.   Please 
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Kandee
Senior
05-Nov-2021 13:31     
 
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 Alert Admin 		Guys,

Let' s focus on CLI here. 

You can discuss your personnel views on China in the appropriate forum on that topic. 

 
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fatpig
Senior
05-Nov-2021 13:27     
 
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 Alert Admin 		As of May 5, 2021, there were 248 Chinese companies listed on these U.S. exchanges with a total market capitalization of $2.1 trillion. 
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tguanhoc
Senior
05-Nov-2021 13:09     
 
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 Alert Admin 		American CIA has been trying for years to undermine China growth and prosperity because divided America is so inept and so regressive that nothing can work properly anymore not even the passing of the budget and $1.75 trillion Biden has hoped for to build back better USA. 
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