CapitaLandInvest    Last:2.49    -0.01

CapitaLand Investment (SGX: 9CI)

Will One Raffles Place be a " valuation anchor" for CLI' s prime properties?

 

CapitaLand Investment: Asia RE Asset Giant Quietly Drawing U.S. Money?

http://ad-hoc-news.de/boerse/news/ueberblick/capitaland-investment-asia-re-asset-giant-quietly-drawing-u-s-money/68591639

 

Strong buy call? By who?

HuatAh7898      ( Date: 20-Feb-2026 15:31) Posted: --- Post Removed by User ---

 

Dropped more than usual today because of article in Business Times saying that CLI and Mapletree merger could be incompatible because each has different management style and objective. Some journalist who desperately need to fill up his quota with a newsworthy article. 

HuatAh7898      ( Date: 20-Feb-2026 13:37) Posted: Strong buy  Huat ah! Dydd  HuatAh7898      ( Date: 20-Feb-2026 13:30) Posted: accumulate and buy at this price point  dydd

 

Strong buy 
Huat ah!
Dydd 

HuatAh7898      ( Date: 20-Feb-2026 13:30) Posted: accumulate and buy at this price point  dydd

 

accumulate and buy at this price point 
dydd

 

https://myjourneysingaporean.blogspot.com/2026/02/capitaland-investments-fy-2025-earnings.html
overreacted when result was out? now recovering?

 

Getting ready to fly to the moon.

invest8      ( Date: 13-Feb-2026 10:15) Posted: STI -59, CLI +$0.03 now, wow..

 

STI -59, CLI +$0.03 now,

wow.. 

 

Citi keeps &lsquo buy&rsquo on CLI at $3.40 TP on &lsquo proactive&rsquo M& A exploration and growing FUM

Citi maintains a &ldquo buy&rdquo rating on CapitaLand Investment (CLI) with a target price of $3.40, citing proactive M& A exploration and growing funds under management (FUM). The analyst highlights CLI&rsquo s potential for asset divestments in China and the growth of its fund management business, particularly in the Chinese market. However, downside risks include negative rent reversions, occupancy declines, and overpaying for acquisitions.

 

Bought at 2.91 - 2.95 yesterday and sold at 3.08 just now.
I am waiting for opportunities to buy again.

 

&lsquo We&rsquo re not deal junkies&rsquo : CapitaLand Investment CEO says potential M& As must help build long-term capabilities, drive share price

Remarks come as CLI posts a H2 net loss of S$142 million on China assets&rsquo revaluation losses

[SINGAPORE] CapitaLand Investment (CLI) : 9CI -3.47% is not pursuing merger and acquisition (M& A) opportunities &ldquo just for growth&rdquo , said the real asset manager&rsquo s group chief executive officer Lee Chee Koon on Wednesday (Feb 11).

This comes amid  rumours of a potential merger  between CapitaLand and Mapletree Investments that could create one of Asia&rsquo s largest real estate firms.

CLI is majority-owned by Singapore investment company Temasek, with a 54 per cent stake. Mapletree Investments is wholly owned by Temasek.

Citing an unnamed source, Dow Jones in November reported that the potential merger could be part of recent moves by Temasek-owned entities to evaluate options to reshape portfolio companies into stronger global entities.

Lee was speaking at a briefing on Wednesday accompanying CLI&rsquo s full-year results announcement. Sharp revaluation losses on China assets dragged down the performance, with CLI posting a  S$142 million net loss  in the second half ended Dec 31, reversing a  net profit of S$148 million  the year before. 

These non-cash items, which stemmed primarily from the group&rsquo s investment properties in China, surged 68 per cent to S$439 million in H2, from S$261 million in the corresponding year-ago period. 

Portfolio gains &ndash comprising profits or losses from divestments, acquisition adjustments and realised property revaluation &ndash tumbled 91 per cent to S$18 million in the latest half-year, from S$195 million the year before. 

While not naming Mapletree directly, Lee said any M& A deal &ldquo must make strategic sense&rdquo for the real estate group. In response to questions from  The Business Times, he did not rule out the possibility of a merger with Mapletree.

However, the conditions &ndash such as interest from both sides and the right pricing &ndash must first align.

&ldquo If it&rsquo s not accretive, it doesn&rsquo t make sense, it doesn&rsquo t build long-term capabilities that allow us to drive new funds capabilities, (and) drive ROE (return on equity), it&rsquo s going to be very difficult for us to stand in front of our investors to explain why we want to do a certain transaction,&rdquo he said.

&ldquo We want to do good deals that really help to build the long-term capabilities for the company that can drive the share price.&rdquo

He added: &ldquo You need to find the right opportunity, the right timing. Not every deal that we look at is doable &ndash that&rsquo s point No 1. And sometimes a deal does take time to happen.&rdquo

As an example, he cited serviced apartment provider Oakwood Worldwide, which CapitaLand&rsquo s wholly owned lodging business unit, The Ascott, acquired from Mapletree Investments in 2022. &ldquo I started looking at it in 2012,&rdquo he said.

&ldquo It&rsquo s like dating,&rdquo he added. &ldquo Sometimes you get married in a month, sometimes you take a few years, and sometimes you are almost going to get married, but decide that you cannot (go through with it).&rdquo

But he conceded that CLI needs M& A to meet its target of growing its funds under management to S$200 billion by 2028.

&ldquo In the last 12 months, you see our name appearing in different news, whether it is a platform in (South) Korea, a listed entity in Australia, a listed entity in Hong Kong, a hospitality platform with European origin... not all the news is correct,&rdquo he said.

&ldquo But yes, we are definitely actively looking at deals.&rdquo

While the results were affected by the revaluation losses on the China assets, CLI continues to see opportunity in the country.

Lee said the group plans to maintain an asset-light, recurring fee-led model in 2026, particularly in markets such as China.  He noted that the group&rsquo s longstanding presence and strong reputation in the region has generated significant interest from capital partners.

This positions CLI &ldquo quite nicely&rdquo to expand its fee-led asset management business in China using third-party domestic capital, even as competitors exit the market. 

Pointing to the company&rsquo s China real estate investment trust (Reit), CLI group chief operating officer Andrew Lim said: &ldquo This plays to our strength.&rdquo

The group&rsquo s  first retail C-Reit  launched in September 2025, and a second &ndash this time with commercial assets such as offices and hospitality &ndash is planned for this year, either late in the second quarter or early in the third.

&ldquo If we execute well, we can turn what is an uncertain environment into something that is positive and part of the growth story for the group,&rdquo Lim added. 

For the full 2025 financial year, CLI&rsquo s earnings were S$145 million, down 70 per cent year on year from S$479 million. This was due mainly to lower portfolio gains and higher revaluation losses on the group&rsquo s China portfolio. 

Revenue was S$2.1 billion, 24 per cent lower than the S$2.8 billion in FY2024.  Full-year earnings per share stood at S$0.029, 69 per cent down from S$0.095 the prior year.  An ordinary dividend of S$0.12 a share was proposed for FY2025.

 

CapitaLand Investment shares fall 3.5% after posting H2 net loss

The asset manager&rsquo s latest S$142 million net loss marks a reversal from the S$148 million earnings reported a year earlier

[SINGAPORE] Shares of CapitaLand Investment (CLI) : 9CI -3.47% slumped as much as 8.5 per cent on Wednesday (Feb 11) after the asset manager reported a net loss of S$142 million for the six months ended Dec 31, 2025.

The counter dropped as low as S$2.90 at 9.18 am, S$0.27 lower than its S$3.17 closing price on Tuesday. It later pared some losses to close 3.5 per cent down at S$3.06.

The  latest results  marked a sharp reversal from the net profit of S$148 million posted for the previous corresponding period. Still, operating profit rose 30 per cent to S$279 million, up from S$214 million a year earlier.

CLI&rsquo s full-year earnings plunged 70 per cent year on year to S$145 million from S$479 million. This, the group said, was largely due to higher revaluation losses on its China portfolio and lower portfolio gains, reflecting continued market softness.

Still, Citi analyst Brandon Lee remains bullish on the counter, viewing the sell-off as an &ldquo enhanced buying opportunity&rdquo .

While CLI&rsquo s bottom line was dragged by widening revaluation losses and a slowdown in divestments, its core fee-income engine remains robust, he noted.

Lee pointed out that the group raised a five-year high of S$4.9 billion in private fund equity, which drove a 6 per cent year-on-year rise in fee-related revenue to about S$1.2 billion.

This top-line momentum is expected to be maintained, supported by &ldquo continued capital deployment and record-high lodging signings&rdquo , he added.

Lee expects CLI&rsquo s management to accelerate asset recycling and divestments to offset the current valuation drag.

Maintaining a &ldquo buy&rdquo rating and S$3.40 target price, he characterised Wednesday morning&rsquo s drop as a &ldquo knee-jerk negative reaction&rdquo , noting that, before the results, CLI shares had outperformed the broader Straits Times Index in the year to date.

 

https://theedgemalaysia.com/node/792545

Temasek-backed CapitaLand?s profit dives 70% on China woes
By Low De Wei / Bloomberg
11 Feb 2026, 12:02 pm
Updated - 03:37 pm

(Feb 11): CapitaLand Investment Ltd?s shares fell nearly 6% after the Singapore-based property asset manager posted a sharp drop in earnings, with valuation losses in one of its largest markets, China, still weighing on its profit.

The firm, majority-owned by Singapore state investor Temasek Holdings Pte, saw its net income for 2025 slump 70% to S$145 million (US$115 million or RM451.5 million). The results, unveiled on Wednesday, came significantly below the S$663 million average estimate of analysts compiled by Bloomberg. Revenue fell 24% to S$2.1 billion, largely matching the average analyst estimate.

The company incurred a fair value loss of S$545 million in China amid ?challenging leasing conditions? hitting most of its asset classes, with its office occupancy there dipping slightly to 80%. Chief executive officer Lee Chee Koon said in a statement that the firm will ?accelerate capital recycling, including evaluating portfolio and structural solutions for its China assets.?

The firm, which oversees about S$125 billion in assets mainly via private funds and various real estate investment trusts, has over the last few years bore the brunt of a difficult fundraising environment, high interest rates and a big exposure to China?s troubled real estate sector. The Asia-focused company has been seeking to decrease its exposure to China and push into fast-growing markets such as India.

Chief financial officer Paul Tham said in a post-results briefing that occupancy is still expected to be weak in China and rents will fall further. The firm has written down about S$1.6 billion in its China valuations over the last five years, which works out to an average decline of 12%. Tham said CapitaLand is willing to take discounts to sell assets if these were sold into a local yuan-denominated fund, and hopes to divest more than S$1 billion in assets there over the next six to 12 months.

Shares in CapitaLand Investment were down 5.7% by afternoon trade after declining as much as 8.8%, the largest drop since April. Still, the shares have outperformed since late last year on expectations of a potential combination with Temasek?s other real estate asset manager, Mapletree Investments Pte. People familiar with the matter have previously said that CapitaLand Investment is exploring options including carving out its assets in China as part of a potential merger with the private manager.

CapitaLand Investment CEO Lee said on Wednesday that the firm was ?actively looking at deals? but he did not mention Mapletree by name.

Shares in CapitaLand Investment have gained 13% from Dec 1 but are still underperforming with a 19% decline over the past three years. The company has had a rocky transition since its listing as part of a major restructuring in 2021, when it was hived off from a development arm that is now privatised.

The firm has tried in part to offload China assets via a local listing of a real estate investment trust last year and is looking to launch another in the second or third quarter of this year.

 

Temasek-backed CapitaLand&rsquo s profit dives 70% on China woes - Yahoo News Singapore

 

No, but they agreed that the only way to reach the target of $200b for FUM is via M& A. And they will ensure that shareholders will not get short changed if there is a M& A.

I believe merger with Mapletree is more or less a done deal. Just have to wait for the details.

damianlee      ( Date: 11-Feb-2026 17:39) Posted: Did they mention anything about the potential merger with Mapletree ?

 

Did they mention anything about the potential merger with Mapletree ?

 

Haha.. I wish i could predict toto number.
I only base on my analysis on the data and the human behaviour in buying shares.
Trillionaire - No.
Millionaire - Yes.

stonkmaster      ( Date: 11-Feb-2026 13:23) Posted: Can u give me tomorrow Toto number? You seem to can predict the top and bottom. Must be a multi trillionaire already. Stylefashion      ( Date: 11-Feb-2026 09:34) Posted: I sold all my holdings at 3.16 yesterday. I picked up some at 2.91 - 2.95 just now. It is worth to buy at this value.

 

CapitaLand Investment Swings to Attributable Loss in H2, 2025 Shares Down 6%

10:08 PM EST, 02/10/2026 (MT Newswires) -- CapitaLand Investment (SGX:9CI) booked and attributable loss to owners of SG$142 million in the second half of 2025 from attributable profit of SG$148 million a year earlier, according to a Wednesday filing with the Singapore Exchange.

Loss per share came in at SG$0.028 compared with earnings per share of SG$0.029 in the year-ago period.

Analysts from Visible Alpha had projected earnings per share of SG$0.06 per share.

Revenue dropped 25% year over year to SG$1.09 billion from SG$1.45 billion, due to a lack of contribution from divested properties. Analysts from Visible Alpha had projected revenue of SG$1.06 billion for the period.

The company declared a dividend of SG$0.012 per share for 2025, unchanged from a year earlier.

 

Thanks to ling $2 call few months back. I?ve collected enough at 2.4 prices and will hold for long term.

Ling9345      ( Date: 11-Feb-2026 09:13) Posted: From $2.6 plus' s to $3 ,what reason he need to step down  Andrewtan18      ( Date: 11-Feb-2026 09:05) Posted: Lee Chee Koon needs to step down. Useless.