CapitaLandInvest    Last:2.56   -

CapitaLand Investment (SGX: 9CI)

The merger makes sense and would create a home-grown real estate asset manager that can compete the likes of BlackRock, Brookfield, etc. Would be quite an exciting merger if this is indeed true - yes there would be a lot of difficulties to try and pull through to make something like this materialise but other Temasek portfolio companies have done it as we' ve seen with Sembcorp and Keppel, etc. If there is a will, there is a way!

Joelton      ( Date: 08-Nov-2025 09:25) Posted: Bloomberg: CapitaLand said to mull merging non-China assets with Mapletree (Nov 7): CapitaLand Investment Ltd is exploring options including carving out its assets in China as part of a potential merger with fellow Singaporean real estate asset manager Mapletree Investments Pte Ltd, according to people familiar with the matter.   While talks of a possible merger have been on and off for years, discussions have picked up recently as part of year-end strategic reviews, the people said, asking not to be identified because the deliberations are private. Any deal would be complex, given the web of assets belonging to the firms, including some in their real estate investment trusts, the people said.   About 35% of CapitaLand&rsquo s $136 billion (US$104 billion, or RM434.36 billion) real estate assets under management were in China as of the end of 2024, according to its annual report. Singapore state investor Temasek Holdings Pte Ltd owns 54% of Capitaland and 100% of Mapletree.   Talks are ongoing and no final decisions have been made, the people said.   Representatives for CapitaLand, Mapletree and Temasek declined to comment.   Dow Jones reported earlier this week that CapitaLand and Mapletree are considering a potential merger. In response to the report, Capitaland has said that it remains committed to delivering long-term value for its shareholders, and regularly explores and evaluates investment opportunities.   In 2021, Capitaland shareholders approved a move to split its investment management and development operations, which led to the listing of Capitaland Investment Ltd. Its shares have dropped about 3% in Singapore over the past 12 months, giving the firm a market value of about US$10 billion. The Straits Times Index has had double digit gains in the same period.

 

Thanks : ) have a great week ahead

Stylefashion      ( Date: 10-Nov-2025 16:43) Posted: All the best! coco66      ( Date: 10-Nov-2025 16:31) Posted: I just liquidated all my CapitaLand investment shares today at 2.68 Just sharing. entered frasers centerpoint at 2.28. My highest cost for Fraser to date.

 

All the best!

coco66      ( Date: 10-Nov-2025 16:31) Posted: I just liquidated all my CapitaLand investment shares today at 2.68 Just sharing. entered frasers centerpoint at 2.28. My highest cost for Fraser to date.

 

Well done 

 

I just liquidated all my CapitaLand investment shares today at 2.68

Just sharing.

entered frasers centerpoint at 2.28. My highest cost for Fraser to date.

 

 

 

Next Prediction (7Nov) please,for sell down next week 

coco66      ( Date: 06-Nov-2025 22:16) Posted: Prediction (6 Nov):   sell down tomorrow   coco66      ( Date: 28-Oct-2025 16:35) Posted: Weak prediction (within next one to two weeks, from 28 Oct):   gonna form a peak (lower than the last peak), before a sell-off.   At this price, CLI is generating a mere high 0.02 to 0.03 (i.e. cents) for every dollar each investor puts in. (weak prediction only, but let' s see

 

Well done u are right 

halleluyah      ( Date: 07-Nov-2025 09:04) Posted: results is ok....2.70... Joelton      ( Date: 07-Nov-2025 08:10) Posted: CapitaLand Investment&rsquo s 9M revenue dips 25.5% to S$1.6 billion after Clas deconsolidation Fee-related revenue improves to S$882 million from S$845 million   [SINGAPORE]   CapitaLand Investment   : 9CI 0% (CLI) reported a 25.5 per cent plunge in total revenue to about S$1.6 billion for the first nine months of 2025, from S$2.1 billion in the year-ago period, on the back of the deconsolidation of lodging trust   CapitaLand Ascott Trust (Clas)   : HMN +0.53%.   The asset manager said in an update filed to the Singapore Exchange on Thursday (Nov 6) that fee-related revenue improved to S$882 million from S$845 million, boosted by higher event-driven fees from listed funds and contributions from new funds.   Revenue from real estate investment, on the other hand, slid 12 per cent to S$753 million due to the deconsolidation of Clas and divested assets.   Equity totalling S$3.7 billion was raised by listed and private funds for the year to Nov 5, CapitaLand Investment said.    Specifically, private funds raised about S$2.1 billion, with continued interests in regional thematic and country-focused funds. Listed funds raised S$1.6 billion to fund strategic acquisitions and debt repayments.   The asset manager also monetised S$2.2 billion through portfolio optimisation and value unlocking during the approximately 10-month period.   Funds under management were S$120 billion as at Nov 5, against S$117 billion as at the end of FY2024.     The composition of funds under management by country remained stable relative to FY2024, with the lion&rsquo s share or 40 per cent of funds being in South-east Asia.    By asset class, the proportions of funds also remained stable nearly a quarter (24 per cent) of the funds were invested in the retail sector.   Net debt/equity was 0.43x, interest coverage ratio 3.8x, and there was S$6.4 billion in debt headroom as at end-September.   Insurance and pension funds were the top two investors of the private funds, making up 32 per cent and 20 per cent, respectively, as at end-September. Slightly over 60 per cent of the investors were based in the Asia-Pacific.

 

CapitaLand Investment Ltd. is exploring options including carving out its assets in China as part of a potential merger with fellow Singaporean real estate asset manager Mapletree Investments Pte, according to people familiar with the matter.

While talks of a possible merger have been on and off for years, discussions have picked up recently as part of year-end strategic reviews, the people said, asking not to be identified because the deliberations are private. Any deal would be complex, given the web of assets belonging to the firms, including some in their real estate investment trusts, the people said.

About 35% of CapitaLand?s S$136 billion ($104 billion) real estate assets under management were in China as of the end of 2024, according to its annual report. Singapore state investor Temasek Holdings Pte owns 54% of Capitaland and 100% of Mapletree.

Talks are ongoing and no final decisions have been made, the people said.

Representatives for CapitaLand, Mapletree and Temasek declined to comment.

 

Capitaland Investment (CLI) 2025 Analysis: Strong Fee Income, ESG Leadership & 62% Upside Potential 1310

https://www.minichart.com.sg/2025/11/07/capitaland-investment-cli-2025-analysis-strong-fee-income-esg-leadership-62-upside-potential-1310/

 

*CapitaLand Is Said to Mull Merging Non-China Assets With Mapletree*

By Elffie Chew and Faris Mokhtar
November 7, 2025 at 12:35 PM GMT+8
Updated on November 7, 2025 at 1:45 PM GMT+8

CapitaLand Investment Ltd. is exploring options including carving out its assets in China as part of a potential merger with fellow Singaporean real estate asset manager Mapletree Investments Pte, according to people familiar with the matter.

While talks of a possible merger have been on and off for years, discussions have picked up recently as part of year-end strategic reviews, the people said, asking not to be identified because the deliberations are private. Any deal would be complex, given the web of assets belonging to the firms, including some in their real estate investment trusts, the people said.

About 35% of CapitaLand&rsquo s S$136 billion ($104 billion) real estate assets under management were in China as of the end of 2024, according to its annual report. Singapore state investor Temasek Holdings Pte owns 54% of Capitaland and 100% of Mapletree.

Talks are ongoing and no final decisions have been made, the people said.

Representatives for CapitaLand, Mapletree and Temasek declined to comment.

Dow Jones reported earlier this week that CapitaLand and Mapletree are considering a potential merger. In response to the report, Capitaland has said it remains committed to delivering long-term value for its shareholders and regularly explores and evaluates investment opportunities.

In 2021, Capitaland shareholders approved a move to split its investment management and development operations, which led to the listing of Capitaland Investment Ltd. Its shares have dropped about 3% in Singapore over the past 12 months, giving the firm a market value of about $10 billion. The Straits Times Index has had double digit gains in the same period.

MrBear12      ( Date: 07-Nov-2025 14:17) Posted: Will hit 300 next year Ling9345      ( Date: 07-Nov-2025 11:57) Posted: Sembcorp and CapitaLand the same,one cannot hit $7 and one never see $

 

Will hit 300 next year

Ling9345      ( Date: 07-Nov-2025 11:57) Posted: Sembcorp and CapitaLand the same,one cannot hit $7 and one never see $3 halleluyah      ( Date: 07-Nov-2025 09:04) Posted: results is ok....2.70..

 

Sembcorp and CapitaLand the same,one cannot hit $7 and one never see $3

halleluyah      ( Date: 07-Nov-2025 09:04) Posted: results is ok....2.70... Joelton      ( Date: 07-Nov-2025 08:10) Posted: CapitaLand Investment&rsquo s 9M revenue dips 25.5% to S$1.6 billion after Clas deconsolidation Fee-related revenue improves to S$882 million from S$845 million   [SINGAPORE]   CapitaLand Investment   : 9CI 0% (CLI) reported a 25.5 per cent plunge in total revenue to about S$1.6 billion for the first nine months of 2025, from S$2.1 billion in the year-ago period, on the back of the deconsolidation of lodging trust   CapitaLand Ascott Trust (Clas)   : HMN +0.53%.   The asset manager said in an update filed to the Singapore Exchange on Thursday (Nov 6) that fee-related revenue improved to S$882 million from S$845 million, boosted by higher event-driven fees from listed funds and contributions from new funds.   Revenue from real estate investment, on the other hand, slid 12 per cent to S$753 million due to the deconsolidation of Clas and divested assets.   Equity totalling S$3.7 billion was raised by listed and private funds for the year to Nov 5, CapitaLand Investment said.    Specifically, private funds raised about S$2.1 billion, with continued interests in regional thematic and country-focused funds. Listed funds raised S$1.6 billion to fund strategic acquisitions and debt repayments.   The asset manager also monetised S$2.2 billion through portfolio optimisation and value unlocking during the approximately 10-month period.   Funds under management were S$120 billion as at Nov 5, against S$117 billion as at the end of FY2024.     The composition of funds under management by country remained stable relative to FY2024, with the lion&rsquo s share or 40 per cent of funds being in South-east Asia.    By asset class, the proportions of funds also remained stable nearly a quarter (24 per cent) of the funds were invested in the retail sector.   Net debt/equity was 0.43x, interest coverage ratio 3.8x, and there was S$6.4 billion in debt headroom as at end-September.   Insurance and pension funds were the top two investors of the private funds, making up 32 per cent and 20 per cent, respectively, as at end-September. Slightly over 60 per cent of the investors were based in the Asia-Pacific.

 

Coming soon

 

Dreaming for $2.50 ? 🤣 🤣 🤣

Ling9345      ( Date: 06-Nov-2025 21:59) Posted: Don' t dream for $3

 

Result ok price still go down ,no sense 

 

results is ok....2.70...

Joelton      ( Date: 07-Nov-2025 08:10) Posted: CapitaLand Investment&rsquo s 9M revenue dips 25.5% to S$1.6 billion after Clas deconsolidation Fee-related revenue improves to S$882 million from S$845 million   [SINGAPORE]   CapitaLand Investment   : 9CI 0% (CLI) reported a 25.5 per cent plunge in total revenue to about S$1.6 billion for the first nine months of 2025, from S$2.1 billion in the year-ago period, on the back of the deconsolidation of lodging trust   CapitaLand Ascott Trust (Clas)   : HMN +0.53%.   The asset manager said in an update filed to the Singapore Exchange on Thursday (Nov 6) that fee-related revenue improved to S$882 million from S$845 million, boosted by higher event-driven fees from listed funds and contributions from new funds.   Revenue from real estate investment, on the other hand, slid 12 per cent to S$753 million due to the deconsolidation of Clas and divested assets.   Equity totalling S$3.7 billion was raised by listed and private funds for the year to Nov 5, CapitaLand Investment said.    Specifically, private funds raised about S$2.1 billion, with continued interests in regional thematic and country-focused funds. Listed funds raised S$1.6 billion to fund strategic acquisitions and debt repayments.   The asset manager also monetised S$2.2 billion through portfolio optimisation and value unlocking during the approximately 10-month period.   Funds under management were S$120 billion as at Nov 5, against S$117 billion as at the end of FY2024.     The composition of funds under management by country remained stable relative to FY2024, with the lion&rsquo s share or 40 per cent of funds being in South-east Asia.    By asset class, the proportions of funds also remained stable nearly a quarter (24 per cent) of the funds were invested in the retail sector.   Net debt/equity was 0.43x, interest coverage ratio 3.8x, and there was S$6.4 billion in debt headroom as at end-September.   Insurance and pension funds were the top two investors of the private funds, making up 32 per cent and 20 per cent, respectively, as at end-September. Slightly over 60 per cent of the investors were based in the Asia-Pacific.

 

 

So tomorrow can see below $2.6?

 

Prediction (6 Nov):   sell down tomorrow



 

coco66      ( Date: 28-Oct-2025 16:35) Posted: Weak prediction (within next one to two weeks, from 28 Oct):   gonna form a peak (lower than the last peak), before a sell-off.   At this price, CLI is generating a mere high 0.02 to 0.03 (i.e. cents) for every dollar each investor puts in. (weak prediction only, but let' s see) coco66      ( Date: 22-Oct-2025 11:03) Posted: Prediction (22 October): slight correction upward before further sell off which will continue after results. (gonna leave this here and wait for my salmon).   Don' t scold me.