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CapitaLandInvest
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CapitaLand Investment (SGX: 9CI)
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tguanhoc
Senior |
18-Oct-2021 12:53
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I clearly remember in CLI' s business restructuring plan is to reach a target AUM investment of USD5b in China by 2023/24. Therefore these progressive financial reforms and deregulations with regular check and balance by the Chinese Central Government and our ongoing G-to-G commitments would mitigate CLI' s unknown risks of investing in China as she will soon overtakes US as the largest economy in the world. No wise foreign global companies should ever overlook China in terms of investments and business collaborations and partnerships with the Chinese now otherwise they will live to regret their mistakes for eternity. The size of the Chinese market alone is ginormous with 1.4 billion human capital with a humongous educated workforce excluding Xi' s BRI commitments in almost all the rest of the world, like Africa and South America, and their global business collaborations and partnership. China is seemingly impossible to catch up, economically, financially, technologically and space exploration ability, as she attains global leadership in the 21st Century. | ||
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tguanhoc
Senior |
18-Oct-2021 12:21
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The overall China' s negative sentiments have impacted not just CLI but many other global listed companies and fund managers with investments and businesses in China. I remain confident that China will ride out of these unforeseen and unexpected Government crackdown and state financial reform situations that are critically needed, to emerge stronger and more resilient to unexpected headwinds as China competes effectively on the level in the global arena | ||
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tguanhoc
Senior |
18-Oct-2021 11:45
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The recent China electricity outage is mainly due to its aggressive transition to clean energy during COVID to meet China&rsquo s zero emission target by 2030. The planning somehow did not take into consideration that the COVID pandemic would end sooner than expected. The unexpected need for more energy is due the end of the COVID pandemic when the demand for good and services suddenly spiked due to the year end festivities, like Christmas and New Year celebrations. The Chinese Premier has recently issued a Central Government order for Chinese Power companies to order more fossil fuels to solve and end China' s energy crunch and the GDP growth went down to the lowest 4.9% in 3Q. This energy problem is manageable and would be resolved. |
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tguanhoc
Senior |
18-Oct-2021 10:55
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CLI' s quagmire will end when the debt situation of China Evergrande and other real estate developers debt situation is stablised and resolved in totality. It may still take awhile longer than expected but it would be resolved as soon as China Evergrande company restructuring plan is agreed upon because the founder is unwilling to compromise on the devolution of some of his prized assets to The Central Government and provincial governments. PBOC' s latest initiatives to help these debt ridden real estate developers may be another reason for the delay in execution of China Evergrande' s restructuring plan. So I agree with Adrian to be patient and wait for the sky to clear. CLI is still a solid strategic investment and only strategic investors with patience will profit and win big. |
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stansays
Member |
18-Oct-2021 10:33
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Chance for accumulation if weaken further
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Adrianinsing
Elite |
18-Oct-2021 10:17
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Weak again today Hold I expect it to drop to 3.30 again before recovering
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invest8
Senior |
17-Oct-2021 16:05
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BlackRock is one of the world largest (possibly the largest) asset managent companies. Since its IPO on the 1st Oct 1999 at $14 a share, its last closing share price on Friday 2 days ago is $907.26 Former Managing Director, global CIO and Head of U.S. Equity for BlackRock Real Estate Simon Treacy is joining CLI as CEO of Private Equity Real Estate on end November 2021. CLI to be the BlackRock of Singapore, Asia? |
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tguanhoc
Senior |
17-Oct-2021 13:57
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Despite all the rhetorics of President Tsai and her US indoctrinated cronies, the unification of Taiwan with China is as natural as the return of Hong Kong by the British in 1997. Like Afghanistan, Vietnam, Japan, etc., US has no vested interests in Taiwan. The US just uses these so called " allies" to further their sole objective to contain China' s epic rise in global economic, financial, technological, space and military influence, which is at the moment unstoppable. The divided US no longer has any other strategy except to use military force, which is out of the question for President Biden. Every Taiwanese, President Tsai and her cronies know it that unification is inevitable but she has no choice but to go against China even if it is politically incorrect. I believe that most Taiwanese are looking forward to unification as they aren' t concerned and worried that China will take over control soon, i.e., even before the next US presidential election in 2024. Taiwan transition of power to China would be moderated like Hong Kong to prevent chaos and major political upheavals and discontent. After all, Taiwan would benefit more with unification in terms of economic and financial prosperity than now in limbo. Blood is thicker than water. A Chinese diaspora will be a Chinese until dead do part. History has shown and proven that China has never been an aggressor of last resort to conquer, occupy and colonise another country. President Xi knows full well that such aggressive actions will not benefit China at all based on the catastrophic failures of past colonial powers, like Greek, Romans, Turks, British, French, Dutch just to name a few and lately Americans. President Xi believes in global economic, financial, trade collaboration, partnership and alliances as fundamentals to the prosperity of China. In the 21st Century, global economic and financial dominance determine global leadership not the ancient paradigm of military dominance to conquer the world. His vision of BRI, global economic collaboration and alliance have clearly demonstrated his vision for China as a global leader in the 21st Century. Going forward, China should take over the US as the number one global leader in economic growth, trade and finance, way before 2030. |
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Shane1702
Member |
17-Oct-2021 13:45
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Be patient, it will pay off.
It had already went up quite abit since 20 Sept.
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investshare
Supreme |
17-Oct-2021 11:59
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What are your views of potential war on Taiwan? | ||
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tguanhoc
Senior |
17-Oct-2021 09:30
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I often wonder when these Kiasu retail investors " naughty boys" will ever be tampered from wrought iron into men of strategic steel. Higher Education and paradigm shift in thinking are needed and certainly not luck of the draw, which only applies to gambling in casinos. | ||
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tguanhoc
Senior |
17-Oct-2021 09:16
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This enhanced investment cooperation between China and Singapore is key to the future success of both countries and this should nullify the fallout of Evergrande and the other real estate developers debt issues, which are now controllable and the risks would not be contagion. I believe that the weakness of CLI is largely because of our Kiasu retail investors worry that the fallout risks contagion of the large Chinese developers would have enormous impact on CLI' s investments in China and its profitability. It is just a noisy blip in the radar screen, which will go away very quickly. The other concern of our Kiasu retail investors is COVID-19 pandemic. I am hopeful that this dark sky will clear as early as 2022 when Singapore enters into an endemic living with COVID life as the new normal. Therefore strategic investors of CLI must be patient in order to be successful. The sky is the limit for CLI in the foreseeable future. SHANGHAI - Singapore Prime Minister Lee Hsien Loong and Chinese President Xi Jinping spoke on the phone on Friday (Oct 15), in which the two leaders discussed ways to jointly boost economic recovery. In a readout by the Singapore Ministry of Foreign Affairs, Mr Lee and Mr Xi talked about a host of issues that both countries can work together on, such as cross-border and supply chain connectivity, trade and investment, smart cities and climate change. |
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Adrianinsing
Elite |
16-Oct-2021 12:54
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Yes disappointment Im sticking with CLI but all mini daily rallies get dumped on and sold into I think we hold for a change in sentiment Could drop back further meanwhile
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invest8
Senior |
15-Oct-2021 21:03
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Not a pleasant thing to see when the STI and majority of the blue-chips REITs/real estate related stocks are up today, but CLI down 0.87% STI is up 1.96% for the week, but CLI up 0.59% only. 明 天 会 更 好 , hopefully.. 
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tguanhoc
Senior |
15-Oct-2021 19:59
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Bloomberg news
The Chinese Government has broken their silence that China Evergrande and the other companies risks are controllable and will not be contagion. The PBOC Central Bank has also cut interest rates and pumped liquidity into Chinese banks at very Low interest rates to help. China is poised to take over the US as the world' s largest economy before 2030. They are currently the world' s largest green manufacturers for electric vehicles, wind turbines, solar modules, batteries, generators, etc. They have the largest wind and solar farms in the world.
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tguanhoc
Senior |
15-Oct-2021 09:58
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It is pretty obvious that retail investors have always been selling down the price of CLI. But why should they sell at a loss? Normal people will sell anything when the price is going up. I haven' t come across such stupid people unless they are dumb when their incremental and marginal gains are so small. Someone please educate me. | ||
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hokpin
Supreme |
15-Oct-2021 07:38
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3 US Index were super bullish last night. Tighten the seat belt and sit back. Silently watching from sideline today!
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investshare
Supreme |
15-Oct-2021 07:25
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It buy back instead of right issue.
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invest8
Senior |
15-Oct-2021 01:01
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One of the world largest (probably the largest) asset managers BlackRock, reported record high revenues and earnings beat estimates yesterday. Today, a number of major U.S. banks such as Morgan Stanley and BofA also reported better than expected earnings. U.S. markets is on fire, DOW +517.2 points +1.5% now. Looking forward to CLI 1st earnings update, report.. 
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Adrianinsing
Elite |
13-Oct-2021 19:53
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CLI cannot issue any rights as just listed - must wait minimum 12 months | ||
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