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CapitaLand Investment (SGX: 9CI)
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cmengchan
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27-Sep-2021 10:04
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CLI is $17B market cap, should replace Capitaland in STI and many other Indexes too. So I think there will be some on-going rebalancing by funds buying which then drives this active trading activity too. | ||||
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Lobster
Elite |
27-Sep-2021 10:02
Yells: "Even Adam Khoo believes in the Black Market!" |
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This thread was doing nicely until the clone of snake oil trader comes koyok selling. Whether you are anti CLI or pro CLI, he will not accept alternative views as long as you are not totally in sync with him. He' s a snake in the true scent , he will keep alerting admin of your post, if you criticise him too much. Why don' t he just stick to his own thread? won' t be posting here until CLI hits four. heard, or should I say guess, there will be a mega ipo of an investment company early next year, involving it managing a basket of its own REITs similar to CLI. |
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Joelton
Supreme |
27-Sep-2021 09:13
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CapitaLand Investment
Between Sept 20 and 23, CapitaLand Investment (CLI) chairman and non-executive non-independent director, Miguel Ko Kai Kwun acquired 1.3 million shares of the company at an average price of S$3.16 per share.
With a consideration of S$4,111,170, the transactions took his direct interest in CLI to 0.03 per cent.
Prior to his appointment as CLI chairman, Mr Ko was deputy chairman of CapitaLand before his appointment as non-independent chairman on the retirement of Ng Kee Choe following on from the April 2021 annual general meeting.
On Sept 20, CLI made its trading debut on SGX, following CapitaLand' s significant restructure to form two distinct entities - CLI, the listed real estate investment management business and CapitaLand Development, the privatised property development arm.
As a global real estate investment manager, with a strong Asia foothold, CLI maintained close to S$120 billion of real estate assets under management of which more than 80 per cent were located in Asia as of June 30.
At the same time, CLI' s real estate funds under management at more than S$80 billion were held via six listed Reits and business trusts, and over 20 private funds.
CLI debuted at S$2.95 per share, with a low of S$2.90 on Sept 21 and a high of S$3.46 on Sept 23.
At S$98 million, CLI' s average daily trading turnover over the four sessions was markedly higher than CapitaLand' s average daily trading turnover of S$37 million a day in the 2021 year through to Sept 9, and S$33 million in 2020.
Institutions were net buyers of the stock over the four sessions, while retail investors were net sellers, possibly attributed to the fact that by Sept 23, CLI had closed 20 per cent above the CLI share price used to determine shareholder' s pro-rata entitlements under the restructuring scheme.
On Sept 20, CLI also announced two additions to its leadership council, expected to take effect by end November 2021.
Simon Treacy will be joining CLI as CEO of private equity real estate, responsible for driving the growth of CLI' s private equity real estate business.
He was formerly the managing director, global chief investment officer and head of US equity for BlackRock Real Estate.
Patrick Boocock will be assuming the role of CEO of private equity alternative assets, in charge of building and growing CLI' s private fund business in alternative assets to expand the group' s unlisted fund portfolios.
Mr Boocock was previously managing partner and head of Asia at Brookfield Asset Management.
Each of the two appointees maintain a significant track record of more than 20 years in real estate, and extensive experience living and working in Asia for leading real estate investment managers.
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hokpin
Supreme |
27-Sep-2021 08:37
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Huge volume of married deal done at 3.378 (500K Share Units) & 3.391 (1.13 Mil Share Units). Willing sell and willing buy at this price level, indicating current price of 330 is still much under-valued. | ||||
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TA_Expert
Supreme |
27-Sep-2021 00:13
Yells: "The World has changed" |
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Want to do business in China - it is who will know. Our leaders have to suck it up when needed, no choice, this is not just about politics but survival. From Huawei incident, China scored a great victory against the West. China has shown the world that don' t mess around with her, you will be hard hit. Even US and Canada have to bend their knees. Our leaders have already understood it after the armour vehicles incident. China is the super power of the East while US is of the West. This is the new order.
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Adrianinsing
Elite |
26-Sep-2021 18:17
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Exactly - logical, accurate and true
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TA_Expert
Supreme |
26-Sep-2021 17:31
Yells: "The World has changed" |
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Capitaland is owned by Temasek. It has a good relationship with CCP. So the company should be shielded from the turmoil in the real estate market in China. | ||||
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Spike18
Member |
26-Sep-2021 12:55
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Dear Silo1234, At the risk of being shouted down and called names, I appreciate your highlighting of the risk - not only to Capitaland Inv but any companies with exposure to China. If only this forum has more real contributors and not only those simple, narrow-minded and shallow people who finds strength in number and move as a herd of sheep, we can learn something. Please continue to post what you feel useful ...
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Adrianinsing
Elite |
26-Sep-2021 10:50
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Ok - will see u around later
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Adrianinsing
Elite |
26-Sep-2021 10:42
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He probably panic sold on Friday and just terrified that it will go up again Lol 😂
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tguanhoc
Senior |
26-Sep-2021 10:36
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Mind your own business, please. Thanks. | ||||
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tguanhoc
Senior |
26-Sep-2021 10:25
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When a person has already made huge pile of the profits, he/she should be happy and stay out of the limelight for good. The deliberate attempt to continue to discredit companies with falsehood and malicious lies is against the law and that is the last thing that a wealthy person should do. The publicity of falsehood and lies will not make the person wealthier and happier. In fact, it would make the person always ill will against society, persona non grata. The person unknowingly is self inflicting mental scar and shearing hurt upon himself/herself. | ||||
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tguanhoc
Senior |
26-Sep-2021 04:14
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A person with so much jealousy, hatred and unhappiness for others is like Donald Trump with a bleak future. It is the perils and evils of a decadent society. | ||||
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tguanhoc
Senior |
26-Sep-2021 03:34
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A person who holds no shares of a company but persistently pours extremely negative reviews, could only be either senile or insane. Another possible reason could be that he had sold off CAPLAND at $3.30, just before the news of CLI was out. A disgruntled sore loser. |
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Adrianinsing
Elite |
25-Sep-2021 22:34
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Group CEO of CapitaLand optimistic of CapitaLand (and thus CLI) are likely to benefit from the current China property situation... " THE ongoing shake-up in China' s real estate sector levels the playing field and could throw up interesting opportunities for foreign property players such as CapitaLand, said group chief executive of 9CI - Lee Chee Koon. On Monday, CLI made its trading debut on the Singapore Exchange as one of the world' s ' largest listed real estate investment managers (REIMs) after property giant CapitaLand carved up its business into two separate entities namely, CLI and privatised property development arm, CapitaLand Development (CLD). As a listed global REIM, CLI has about S$119 billion of real estate assets under management (AUM) as at June 30. Meanwhile, CLI' s real estate funds under management (FUM) stood at about S$83 billion, held across six listed real estate investment trusts (Reits) and business trusts, and over 20 private funds. Responding to a question at a briefing on Monday morning, Mr Lee said: " Fundamentally, the three red lines and the regularization of the real estate sector provides, for a foreign real estate player like CapitaLand, a more even playing field." Over the last couple of months, and I believe in the coming few months, we will see a lot more interesting opportunities. We do hope that we will have interesting deals to share. Dubbed the three red lines, Chinese policymakers have implemented new financing rules for real estate companies that will assess refinancing against certain thresholds to rein in debt build-up among Chinese developers. In the meantime, CLI is keeping a close watch on the evolving situation in China. Mr Lee added: " We expect to see more measures, at least until the end of next year." Meanwhile, high on the agenda for the REIM will be building a strong team to execute its private equity business as well as to continue to grow as a global organization by expanding further in key mature markets such as Europe, the United Kingdom, the United States and Australia. In Australia, where it has over S$3 billion in AUM, it is targeting " four to five times that in a few years," said chairman of CLI, Miguel Ko. Presently, over 80 per cent of its S$119 billion of real estate AUM is in Asia. " Our foundation strength is definitely in Asia as compared to Europe and US at this point in time," said Mr Lee, adding however that CLI is investing in capabilities to strengthen its deal sourcing and fund-raising capabilities in developed markets. As part of efforts to beef up its private equity fund management business, CLI announced two new additions to its leadership team - Simon Treacy and Patrick Boocock. Formerly a managing director at BlackRock Real Estate, Mr Treacy is CLI' s chief executive officer (CEO) of private equity real estate, while Mr Boocock assumes the role of CEO of private equity alternative assets, joining CLI from Brookfield Asset Management. On its private funds management business, Mr Lee sees growth opportunities in assets such as data centres as well as business parks, while the group plans to do more in areas such as purpose built student accommodation assets (PBSAs) and rental apartments. " As a company, you will see us moving on all fronts, and if you can find interesting products that can deliver returns, I don?t think it is difficult to bring in investors to invest and grow alongside us," Mr Lee asserted. For its part, privately-held CLD will explore new markets - on top of its existing core markets such as Singapore, China and Vietnam - and new asset classes. In addition, it will act as a potential pipeline to CLI, the Reits and funds. CLI' s management also said on Monday that they continue to see keen appetite from investors who want to build and own serviced apartments despite the pandemic, since serviced apartments have generally weathered the storm better than hotels have. In the first seven months of this year, the group has signed contracts for 40 per cent more units than the corresponding period in 2020. Last year, it had a record year, with over 14,200 units inked. CLI is striving to hit S$100 billion in FUM by 2024, and to grow its lodging business to 160,000 units under management by 2023. This is up from 123,000 units in 2020.
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Adrianinsing
Elite |
25-Sep-2021 22:25
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Excellent appointments- should steeer CLI to greater heights 😊 👍
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Adrianinsing
Elite |
25-Sep-2021 22:23
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This is total nonsense from you Silo1234 - you lose credibility I wonder what your motive is ? - if u are going to post get your facts correct - never make up facts. The fact is that CapitaLand ( and thus CLI) is likely to BENEFIT from an Evergrande collapse - see below... CapitaLand sees opportunities in China' s property shake-up 22 Sep 2021 09:00 By Nisha Ramchandani THE ongoing shake-up in China' s real estate sector levels the playing field and could throw up interesting opportunities for foreign property players such as CapitaLand, said group chief executive of CapitaLand Investment (CLI) Lee Chee Koon. On Monday, CLI made its trading debut on the Singapore Exchange as one of the world' s largest listed real estate investment managers (REIMs) after property giant CapitaLand carved up its business into two separate entities - namely, CLI and privatised property development arm, CapitaLand Development (CLD). As a listed global REIM, CLI has about S$119 billion of real estate assets under management (AUM) as at June 30. Meanwhile, CLI' s real estate funds under management (FUM) stood at about S$83 billion, held across six listed real estate investment trusts (Reits) and business trusts, and over 20 private funds. Responding to a question at a briefing on Monday morning, Mr Lee said: " Fundamentally, the three red lines and the regularisation of the real estate sector provides, for a foreign real estate player like CapitaLand, a more even playing field." " Over the last couple of months, and I believe in the coming few months, we' ll see a lot more interesting opportunities. We do hope that we will have interesting deals to share." Dubbed the three red lines, Chinese policymakers have implemented new financing rules for real estate companies that will assess refinancing against certain thresholds to rein in debt build-up among Chinese developers. In the meantime, CLI is keeping a close watch on the evolving situation in China. Mr Lee added: " We expect to see more measures, at least until the end of next year." Meanwhile, high on the agenda for the REIM will be building a strong team to execute its private equity business as well as to continue to grow as a global organisation by expanding further in key mature markets such as Europe, the United Kingdom, the United States and Australia. In Australia, where it has over S$3 billion in AUM, it is targeting " four to five times that in a few years," said chairman of CLI, Miguel Ko. Currently, over 80 per cent of its S$119 billion of real estate AUM is in Asia. " Our foundation strength is definitely in Asia as compared to Europe and US at this point in time," said Mr Lee, adding however that CLI is investing in capabilities to strengthen its deal sourcing and fund-raising capabilities in developed markets. * This article was published in The Business Times on 21 Sep 2021 and is reproduced here with permission in its entirety. Source: Business Times
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invest8
Senior |
25-Sep-2021 22:15
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CLI on trading debut day has announced the appointment of Simon Treacy as chief executive of private equity real estate and Patrick Boocock as CEO of private equity alternative assets. Simon Treacy, an Australian, was BlackRock real estate' s managing director, global CIO and head of U.S. equity. Patrick Boocock, a Canadian (I suppose), was managing partner and head of Asia at Brookfield Asset Management. The above two ' high profile' add on to CLI leadership council, I think.. is good, a huge plus for CLI. |
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tguanhoc
Senior |
25-Sep-2021 21:45
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Your analysis is totally unreliable and is only your personal opinion. CLD is holding all the risky assets. Therefore CLI' s exposure as a REIM, if any should be negligible. China Central Bank POBC has released US$87 billion of liquidity with very low interest rates to shore up the financial institutions, banks. The Chinese Government has never allowed even larger conglomerates to fail during all the past financial crisis. The Chinese Government also instructed Evergrande to complete all the projects. I hope that you have sold off all your shares. Otherwise you don' t mean what you say and you don' t say what you mean. |
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tguanhoc
Senior |
25-Sep-2021 08:24
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Finally, it will never be the retail investors, the short sellers, traders and even some non strategic institutions that determine the price of CLI, it has to be the performance of CLI and associated key fundamentals that reflect its market worth viz a viz with other REIMS and their market worth. | ||||
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