CapitaLandInvest Last:2.56

+0.02

CapitaLand Investment (SGX: 9CI)

Up to you bro. It's your money.

coco66 ( Date: 16-Oct-2025 09:52) Posted:

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Loaded up 50k shares @2.64. JUST STRONG BUY anyway.

halleluyah ( Date: 16-Oct-2025 10:47) Posted:

agreed...will add....

mav1ryan ( Date: 16-Oct-2025 10:25) Posted:

Good, if Mr. Market can react to such news, I can buy more at lower price.
I certainly think this counter is better than some REITs ETF

agreed...will add....

mav1ryan ( Date: 16-Oct-2025 10:25) Posted:

Good, if Mr. Market can react to such news, I can buy more at lower price.
I certainly think this counter is better than some REITs ETF

Good positive information .
My concern is their China investment .....many mainland pro are still overhang. Loans payment are still high
No concrete input on CLI involvement in these area.
Hope it is low.
DYODD

Delvyss ( Date: 07-Oct-2025 09:59) Posted:

CapitaLand Investment' s 2025 Expansion: Aggressive Growth, Strategic Divestments. and AI-Driven Efficiencies Signal Potential Share Price Upside

https://www.minichart.com.sg/2025/09/29/capitaland-investment-2025-performance-overview-growth-strategies-and-financial-highlights-for-apac-real-estate-reits/

CapitaLand Investment' s 2025 Expansion: Aggressive Growth, Strategic Divestments. and AI-Driven Efficiencies Signal Potential Share Price Upside

https://www.minichart.com.sg/2025/09/29/capitaland-investment-2025-performance-overview-growth-strategies-and-financial-highlights-for-apac-real-estate-reits/

CapitaLand Investment brings new-to-market brands to malls in China, rides &lsquo emotional consumption&rsquo wave

Keeping its offerings fresh and appealing to consumers&rsquo desire for inexpensive items that bring them comfort helps it to keep pace with the country&rsquo s dynamic retail scene

[SHANGHAI] At Raffles City Shanghai, shoppers can find some of the most popular brands in China such as cosmetics brand Judydoll and cult-favourite milk tea chain Ah Ma Handmade.

Alongside these, the CapitaLand Investment (CLI) managed mall is also home to Singapore bags and shoes retailer Charles & Keith and bak kwa maker Bee Cheng Hiang, giving Chinese consumers a flavour of the city-state&rsquo s retail offerings.

CLI&rsquo s ability to introduce new-to-market brands to the Chinese market is one of the ways it distinguishes its malls in the country&rsquo s dynamic retail scene, said Puah Tze Shyang, chief executive officer of CLI (China) in a media interview in September, ahead of CapitaLand Commercial C-Reit&rsquo s (CLCR) listing on the Shanghai Stock Exchange on Sep 29 (Wednesday).

The C-Reit&rsquo s listing supports CLI&rsquo s capital recycling and domestic-for-domestic fund strategy, which leverages onshore capital to expand its funds under management. CLCR focuses on high-quality, income-producing retail assets in China&rsquo s top-tier cities, with two malls, CapitaMall SKY+ in Guangzhou and CapitaMall Yuhuating in Changsha in its seed portfolio.

Puah said: &ldquo We always set ourselves a target to bring in first-time brands.&rdquo As CLI has its home base in Singapore, it can bring local brands to China and vice versa, he added.

For instance, at Suzhou Center Mall, the largest mall in CLI&rsquo s portfolio and the biggest in Suzhou, 60 new brands were introduced in the first half of the year, of which 27 were new-to-market. This contributed to a more than 10 per cent growth in both revenue and shopper traffic, with committed occupancy at 96 per cent as at Jun 30.

&ldquo As part of CLI&rsquo s active asset management strategy, about 30 per cent of our mall&rsquo s tenant mix may change each year, whereas a few years ago, the tenant renewal cycle was about every three years. With the dynamic retail scene in China and rapidly evolving consumer preferences, we constantly bring new-to-market retail and dining concepts to attract shoppers to our malls,&rdquo Puah said.

The food and beverage segment has remained a stabilising force in CLI&rsquo s China malls, while demand for some other sectors, such as gold jewellery and education, has been more cyclical.

Puah said: &ldquo The F& B component can go up to 30 to 40 per cent (in our malls). They not only drive footfall, but they really are also the reason why people come out.

&ldquo In the past, we might have had F& B operators take up 1,000 square metres or 1,500 square metres. These days, we work closely with the operators to optimise their space and manage within smaller spaces while increasing table turnover.&rdquo

For instance, the top floor of CapitaLand China Trust&rsquo s Rock Square in Guangzhou previously had five restaurants, but is now occupied by around 14 restaurants with a larger mix of cuisines to better serve customers.

&ldquo Restaurants are encouraged to do more sittings within the same timeframe, and delivery services also contribute to their revenues. We have dedicated food delivery sorting facilities and rest areas for delivery service staff at CLI&rsquo s malls in China. This is part of our active asset management strategy to help our tenants respond to the trends and do well,&rdquo Puah said.

Another trend CLI has leaned into is China&rsquo s &ldquo emotional consumption&rdquo market, which has seen shoppers flock to inexpensive items which bring them comfort, such as blind boxes and soft toys.

Puah said: &ldquo CLI&rsquo s strategic focus on experiential retail ensures every visit to our malls are fresh, relevant and engaging. Consumers today seek more than traditional shopping, they value personal well-being, emotional engagement and meaningful experiences.&rdquo

Tenants such as Miniso and Pop Mart are commonly found in its malls, which also organise pop-ups involving popular intellectual property characters such as My Melody and Kuromi.

Celebrity meet and greets are also held occasionally, with Suzhou Center Mall&rsquo s latest collaboration involving Chinese actor Ding Yuxi and makeup MAC in July.

Puah said: &ldquo These unique activities create touchpoints that go beyond traditional retail, deepening engagement with our shoppers, encouraging repeat visits and enhancing the dynamism of our malls.&rdquo

According to the latest available official data, retail sales in China rose 3.4 per cent in August, moderating from the 3.7 per cent increase in July. For the first half of the year, retail sales were up 5 per cent year on year.

&ldquo Domestic consumption is growing, but shoppers are cautious given the current macroeconomic environment. As our malls cater to the everyday needs of the local community, our retail assets remain resilient,&rdquo Puah said.

CICT overtakes Hong Kong?s Link Reit to become Asia?s largest real estate investment trust

A main factor behind this is the strength of the Singapore dollar, which has gained 5.4% against the greenback so far this year, while the Hong Kong dollar has fallen 0.2%

Summarise

Published Wed, Oct 1, 2025 · 04:16 PM

CapitaLand Integrated Commercial Trust has ridden a wave of investor interest this year amid expectations that interest rates have peaked.

CapitaLand Integrated Commercial Trust has ridden a wave of investor interest this year amid expectations that interest
[SINGAPORE] CapitaLand Integrated Commercial Trust (CICT) is now the largest real estate investment trust (Reit) in Asia.

This comes on the heels of a private placement in August, where the Reit manager issued some 284.4 million new units at S$2.11 apiece. The gross proceeds of S$600 million raised were mainly used to finance the proposed acquisition of the remaining 55 per cent interest in the office and retail component of CapitaSpring.

The market value of the Singapore-listed Reit (S-Reit) has risen some 19.2 per cent in the year to date to S$17.5 billion, as at 12 pm on Oct 1. It thus pipped former leader Link Reit, which is listed on the Stock Exchange of Hong Kong and has a market capitalisation of HK$103.3 billion (S$17.1 billion).

CICT : C38U +0.87%, a stalwart of Singapore?s benchmark Straits Times Index (STI), has ridden a wave of investor interest this year amid expectations that interest rates have peaked, which bodes well for the Reits.

Then, there is the ongoing equities market review, led by the Monetary Authority of Singapore, to revitalise Singapore?s flagging bourse.

Investor sentiment has improved on the back of initiatives such as a S$5 billion injection to strengthen the fund management ecosystem and boost trading liquidity, tax perks for companies listing in Singapore, and a pair of new indices to track the next tranche of the largest and most liquid companies beyond the STI constituents.

Another nice one ..... " Beyond the UAE and Saudi Arabia, the fund will also expand into other GCC markets to build a diversified portfolio of high-quality, income-generating industrial assets across the region, CLI and SC Capital Partners said."

Joelton ( Date: 01-Oct-2025 13:01) Posted:

CapitaLand Investment, SC Capital launch industrial development fund focused on Gulf Cooperation Council markets

Its first project is to develop a 300,000 sq m industrial park in the UAE

[SINGAPORE] CapitaLand Investment (CLI) : 9CI +0.37% and SC Capital Partners have launched an industrial development fund focused on the Gulf Cooperation Council (GCC) region, comprising Saudi Arabia, the United Arab Emirates (UAE), Bahrain, Oman, Qatar and Kuwait.

CLI, which owns a 40 per cent stake in SC Capital Partners, will co-sponsor the GCC Real Estate Industrial Development Fund, the companies said in a joint statement on Tuesday (Sep 30).

The real asset manager and the Singapore-based real estate investment management firm will join THi Holding Management Corporation to form a consortium that combines institutional investment expertise and development capabilities to drive industrial transformation across the GCC markets.

Andrew Lim, CLI&rsquo s group chief operating officer, noted that the GCC region is &ldquo an increasingly important logistics node in the global supply chain&rdquo .

&ldquo With the combined strengths of CLI, SC Capital Partners and THi across fund management, asset development, asset management and tenant networks, we are well-positioned to connect capital partners with high-quality investment opportunities across geographies,&rdquo he said.

The fund&rsquo s first project is an industrial development that will be built in the Ras Al Khaimah Economic Zone (Rakez), a business hub in the UAE, with the consortium having signed an investment framework agreement with Rakez on Apr 28.

CLI and SC Capital Partners said that under this project, the consortium will develop more than 300,000 square metres (sq m) of land in Ras Al Khaimah into a next-generation industrial park that will draw high-tech and smart-manufacturing enterprises from across Asia. This is expected to support Ras Al Khaimah&rsquo s transformation, create 1,800 jobs and draw more than 50 tenants, they added.

Suchad Chiaranussati, chairman and founder of SC Capital Partners, said that the UAE &ldquo presents compelling opportunities for long-term value creation, underpinned by a visionary national agenda and rapidly evolving industrial ecosystems&rdquo .

CLI and SC Capital Partners said that with the UAE as its launchpad, the fund has built a &ldquo strong pipeline of development opportunities&rdquo across cities in the emirates such as Abu Dhabi and Dubai. They added: &ldquo These key industrial and economic zones will serve as anchor markets for the fund&rsquo s long-term growth strategy, aligning with the UAE&rsquo s national ambitions for economic diversification, advanced manufacturing and global connectivity.&rdquo

The fund will also have projects across Saudi Arabia, where it will anchor its initial strategy in areas such as the Eastern Province, Greater Riyadh and Jeddah.

As Saudi Arabia offers opportunities for long-term value creation, underpinned by its economic transformation plan Vision 2030, Chiaranussati said that the fund aims to deliver strong value to investors while supporting the kingdom&rsquo s industrial diversification.

Moreover, national initiatives and large-scale projects under Vision 30 are reshaping the kingdom&rsquo s industrial and logistics sectors, he noted. This fuels demand for modern logistics facilities, advanced manufacturing hubs and sustainable industrial parks that serve both domestic and global supply chain needs, he added.

Beyond the UAE and Saudi Arabia, the fund will also expand into other GCC markets to build a diversified portfolio of high-quality, income-generating industrial assets across the region, CLI and SC Capital Partners said.