Post Reply
2801-2820 of 2876
For others to win abit? Hahaha. Self consoling can be a mental.
No Five Dollars No even consider!
No Five Dollars No even consider!
Touched $3.40. If you have 120,000, thats $6000 gone with the wind. Moral of the story.: never blow at the wind!
Huat la, bro...Congrats! My last bits sold at 3.31 ...hahaha U are better but now 3.40 lagi better..
Haiz...nevermind , we pass the baton for others to earn a bit...hahaha
Haiz...nevermind , we pass the baton for others to earn a bit...hahaha
Adrianinsing ( Date: 23-Sep-2021 13:59) Posted:
|
GOldman Sachs and Morgan Stanley initiated coverage on CLI with TP of $3.64 and $3.75 respectively, and they got a good point that even at these prices that CLI is lagging behind their peers in terms of price to BV. I' m surprised nobody posted these reports.
Good luck 😉
mrwise ( Date: 23-Sep-2021 14:57) Posted:
|
Tonnes of Money pouring IN!!!
Unstoppable...!!!! $5 soon!!!
Unstoppable...!!!! $5 soon!!!
Strong buying interest keeps coming in. This counter really needs to long keep!
$3.39/$3.40,now!
limkt009 ( Date: 23-Sep-2021 14:51) Posted:
|
CLI management looks to future in new economy, PERE and alternative assets
When asked how Evergrande could affect CLI, group CEO Lee Chee Koon said &ldquo The situation in China is evolving. We expect to see more measures till the end of next year. From CLI&rsquo s point of view, we think concept of common prosperity is something we subscribe to. We want to make sure we do good, and right by stakeholders.&rdquo
Chinese developers have been impacted by the guidance of three red lines - which are simply financial ratios that most companies in Singapore adhere to. They include a net gearing ratio below 1 time, liabilities to assets of less than 0.7 times, and cash to short term debt of more than 1 time.
&ldquo The three red lines provide a more even playing field for foreign competition and over last couple of months we will see a lot more interesting properties. We hope to have interesting deals to share,&rdquo Lee says.
During the media and analysts meet and greet with the new management of CLI on Sept 20, chairman Miguel Ko said CLI will deliberate on building a company that is sustainable, and one that can survive Covid and a trade war. &ldquo Ultimately, success is measured by the share price because all the work should be crystallised in the share price. We have high hopes we will do well but how well will need to be further determined,&rdquo Ko indicates.
Unlike CapitaLand, CLI&rsquo s developments are unlikely to be iconic developments such as Raffles City Chongqing, but mundane buildings like warehouses. &ldquo There are opportunities in new economy assets and we are seeing interesting news on data centres, logistics development and business parks. There are a lot more legs to grow. On lodging side, CLI will be doing a lot more in rental apartments and purpose built student accomodation (PBSA). In debt and credit space, we did a small debt deal in Hong Kong, and securitised it and there are a lot more interesting opportunities. As a company, you will see us moving on all fronts, looking for opportunities,&rdquo Lee says.
The privatised CapitaLand Development (CLD) will focus on development in Singapore, China, Vietnam and India, and looking at new markets. &ldquo At the same time to CLD will provide a pipeline to CLI, its funds and REITs,&rdquo Lee adds.
CLI is likely to expand into private equity real estate (PERE) and alternative assets. It has recruited Simon Treacy, Managing Director, Global Chief Investment Officer and Head of U.S. Equity for BlackRock Real Estate, who will be joining CLI as CEO of Private Equity Real Estate, responsible for driving the growth of CLI&rsquo s private equity real estate business. Prior to BlackRock, Treacy was co-founder, director and global CEO of MGPA, hence he is no stranger to Singapore.
Patrick Boocock, Managing Partner and Head of Asia at Brookfield Asset Management, will be joining CLI as CEO of Private Equity Alternative Assets, in charge of building and growing CLI&rsquo s private fund business in alternative assets to expand the Group&rsquo s unlisted fund portfolios.
&ldquo We want to strengthen pipeline and continue to grow. We hope to continue to inspire anew with newer achievements and we want to make sure whatever we do is sustainable, we want to do well, do good and do right,&rdquo Lee concludes.
350 coming
nnh. curse the person who advise me to sell at 2.9 and buy back at 2.8.
mrwise ( Date: 23-Sep-2021 14:45) Posted:
|
Still can buy some more as funds keeps increasing their inventory, very less sellers
Adrianinsing ( Date: 23-Sep-2021 10:54) Posted:
|
This is like Nanofilm! Ride UP higher and higher !!!
CapitaLand' s restructuring tells us what excites shareholders in Singapore nowadays: Mukherjee
The developer behind some of Singapore&rsquo s most famous landmarks, such as Raffles City and Clarke Quay, has gone ahead and rebuilt itself. The restructuring tells us something about what it is that excites shareholders in the Asian financial centre nowadays &mdash and gives a taste of what is to come in many industries globally.CapitaLand Investment Ltd., which made its debut in the city&rsquo s stock market this week, is one of the world&rsquo s largest real-estate investment managers, modelled along Blackstone Inc. Gone are the cranes and the excavators of what was earlier CapitaLand Ltd. Together with land parcels and semi-finished buildings, the development activity has been spun off into a privately held firm.
A previous generation of Singaporean investors swore by banks and builders: The former transformed short-term deposits into long-term loans, the latter transfigured reclaimed ocean land into shopping centres and condominiums. But millennials are impatient. A development cycle of three to five years &mdash and lumpy sales &mdash have meant a perennial discount to net asset value even for a highly efficient firm like CapitaLand.
Hence the rebirth as an asset manager. CapitaLand Investment has stakes in six publicly traded real-estate investment trusts, a very popular asset class in the Singapore market it also has investments in more than 20 private real-estate equity funds. The new entity can keep adding to this $78 billion of funds under management to earn a steadier stream of revenue for shareholders than it could as a developer.
Then there are its 120,000 &ldquo keys,&rdquo a fancy way to describe ownership of revenue-generating units such as longer-stay serviced apartments. That&rsquo s another $28 billion in assets. Throw in a pan-Asian footprint that includes China and India, and a first right of refusal on new structures being erected by the privately-owned CapitaLand Development Ltd., and this Blackstone model can win.
At least the stock market has given it a thumbs up. CapitaLand investors who exchanged their shares one-for-one received, in addition to new stock, 95.1 cents as cash and 0.155 units in CapitaLand Integrated Commercial Trust. The whole lot is worth more than $4. Considering that the old developer firm&rsquo s shares used to trade below $3 before the reorganization was announced in March, a chunk of value has already been unlocked. Morgan Stanley&rsquo s target price for the newly listed CapitaLand Investment shares is $3.75, compared with their $2.95 debut.
Will something similar happen to the world of money? Maybe in 10 years. As technologies like central bank digital currencies allow customers to hold deposits directly with monetary authorities, banking as we have known it since the advent of the 17th-century goldsmith-lender could become a relic. To stay relevant to markets, commercial lenders might have to reimagine their role. They would perhaps point yield-seeking households savings toward third-party investment vehicles, which they would back with some of their own capital: skin in the game. A fee for this service &mdash plus a part of the investment profit &mdash would garner revenue. Without expensive branch networks, costs would go down. The 15%-plus return on equity that shareholders of large lenders have stopped expecting since the 2008 financial crisis could make a return.
Finance in the digital age may be all about owning cash-generating assets, bypassing processors who actively mould the putty, whether it&rsquo s land, money or commodities like air travel. Airlines that burn jet fuel to produce passenger miles may never return to their pre-pandemic glory. But buying and selling assets at the right prices, financiers might still make money. As global travel inches toward a tentative recovery, aircraft lessors, who buy planes from Boeing Co. and Airbus SE and lease them on to airlines, now account for 60% of deliveries, compared with pre-Covid-19 levels of 40%-45%, according to Reuters, which says that in the early 1970s, the lessors&rsquo share was as low as 1%.
The makeover of CapitaLand may be emblematic of a trend that extends far beyond Singapore and real estate. The message that stayed with the 14th-century survivors of Europe&rsquo s Black Death was that life is short. It may be no different now. Yes, land must be bought and developed and buildings constructed, but millennials would rather leave all that to more patient institutions like sovereign wealth funds and state investment institutions. They don&rsquo t want to watch paint dry.
The following post which I posted in Capitaland thread in July is so good, so relevant, so zhun, that I decided to repost here as a reminder of what' s to come. Now I hope only the true CLI warriors remain here and have the rights to comment further, not the Sungei Road koyok men, who keep talking up the stock just to fulfil their own agendas...
|
Lobster ( Date: 20-Jul-2021 20:56) Posted: |
|
Actually you can never lose...because if you add in the 0.95 cash back and the 0.155 CICT, say chow chow @ $2.10, so another 0.33 cents. So your cost is actually $2.38. A lot of smart alecs, calculate that after restructuring and the payouts, Capitaland will tank to around $2. I say, and I one million % am confident it will go the other way. It will eventually be a five dollar stock. This is a once in a lifetime kind of investment opportunity that will hardly ever ever come again. Especially during a REITS bull run year, you will be laughing all the way to the bank literally.... yes, the price will correct after restructuring, BUT not against current price. The price will go higher nearer EGM, to entice or encourage shareholders to vote in favour, then nearer cum-entitlement and nearer x-entitlement date it will go even higher. Then, that' s the price it will correct after xE, BUT even that, it will not be by 0.09 + 0.95 + 0.33.... no way, it does not work that way. Not this time, not this stock. investshare ( Date: 20-Jul-2021 16:29) Posted: I bought at $3.75, got $0.09 dividend back, so my cost is $3.66. It is like CLIM Ipo to me, intend to hold for long term. |
|
|
I will buy back all when it corrects ( as it has to eventually) and will then sell some at 370
hokpin ( Date: 23-Sep-2021 14:16) Posted:
|
Congrat to you, Bro. I thougt you will wait till 370!
Adrianinsing ( Date: 23-Sep-2021 13:59) Posted:
|
I' m fully out
sold final 50% balance at 335
sold all 335
will buy back when it corrects
Im still bullish on CLI buy 335 is my exit point tor now
sold final 50% balance at 335
sold all 335
will buy back when it corrects
Im still bullish on CLI buy 335 is my exit point tor now
can share the counter party who bought it from you ?
Adrianinsing ( Date: 23-Sep-2021 11:05) Posted:
|
selling too early. More foreign funds coming in to buy.