UIBREIT - She is slowly recovering since IPO. Now trading at 84.5 cents, UOB KH upgrade to Buy with TP 1.16.
IPO was 88 cents. Still need a few more cents to breakeven. Jia You!
Projecting yield is about 8.2%. Likely see some buying interest.
I think the assets are mostly located in Singapore, quite resilient plus no currency exchange issue. The other assets are located in Japan, need to monitor.
Don't know when can payout first dividend. Yearly dividend is about 6.5-6.8 cents. Pls dyodd.
CapitaLand Investment's (SGX:9CI) fee-related revenue rose 10% year over year to SG$310 million during the first quarter of the year, according to a Wednesday filing with the Singapore Exchange.
The increase in fee-related revenue was driven by strong growth in listed funds, including the company's share of SC Capital Partners' fee revenue.
Meanwhile, the private funds segment surged 58% year over year to SG$41 million.
CapLand Investment - Final dividend of 12 cents, XD 4th May. Paydate 14 May, awesome! AGM is on 28 April 10AM. Do take note!
Nibbled small units at 2.77. Looks like a strong support level!Yield is about 4.3%. Pls dyodd
CapLand Investment - I think price is back to interesting price level! At 2.84, yield is about 4.22 percent seem not bad!She may rise up to test 2.96 than 3.p2 and above. XD in May 2026 for 12 cents dividend. Pls dyodd
The price being corrected sharply to 2.78, looks like boat is back! Yield is about 4.31%, seem not bad! Pls dyodd.
CapLand Investment - A bullish green candlesticks appearing on the chart after the recent profit taking situation. The price may rise upbto test 3.09-3.12!
Beyond 3.12, shw may rise up to retest 3.17 and above. Pls dyodd.
Is a great relief! Price rebounded from 2.90 to close at 3.09! Hopefully, it can stay at this level before XD! Is never wrong to lock in some profit! Pls dyodd.
Had giant crab, satays, Fish, prawns, sotong, veggies and dessert.
(CLI) recorded stronger Operating PATMI of S$539 million for the Financial Year (FY) 2025,
up 6% year-on-year (YoY) from S$510 million in FY 2024. At the same time, CLI continued to
scale its platform, with FUM growing 7% to S$125 billion1 as at end-2025, supported by
positive fundraising momentum as total equity raised almost doubled to S$6.5 billion.
The improved Operating PATMI of S$539 million in FY 2025 was driven by higher contributions
from the listed funds business, lower interest costs and reduced operating expenses. These
were partially offset by growth-related expenses to scale the private funds and lodging
management business, as well as lower contributions following asset divestments.
Total PATMI for FY 2025 was S$145 million compared to S$479 million in FY 2024, mainly
due to lower portfolio gains and higher revaluation losses on the Group’s China portfolio.
CLI declared a final dividend of 12 cents, unchanged y-o-y, reflecting a payout ratio of more than 100%.
reflecting continued market softness. Meanwhile, total revenue was stable3 at S$2,133 million
for FY 2025, with higher fee-related revenue earnings, offset by lower contributions from the
real estate investment business (REIB) post-divestments.
Through disciplined and focused execution, CLI grew FUM to S$125 billion1 as at end-2025,
up from S$117 billion a year earlier. FUM growth was driven by strong capital raising momentum,
supported by larger follow-on funds launched during the year, as well as positive organic and
inorganic growth, including CLI’s strategic investments in Wingate and SC Capital Partners.
Miguel Ko, Chairman of CLI, said: “Amid a challenging and uncertain macroeconomic
backdrop in 2025, we made steady progress, reinforcing and scaling our platform for long-
term growth. Our strategic investments in Wingate and SC Capital Partners have deepened
capabilities and broadened institutional reach for CLI. We will continue to build on this
momentum and focus on long-term value creation, anchored by strategic partnerships and
disciplined capital allocation.”
Mapletree PanAsia Com Tr - 4th quarter results is out! DPU is down 2.8 percent to 1.9 cents versus 1.95 cents last year. If excluding the tax charge of 8.3m , dpu will be higher.
divestment. Reported DPU for 4Q FY25/26 was 1.90 Singapore cents. Excluding this tax
charge, 4Q FY25/26 DPU would have been 2.04 Singapore cents, 4.6% higher yoy.
Occupancy 89.4%. Gearing 36.5%.
NAV 1.73.
4Q FY25/26 gross revenue and net property income (“NPI”) were S$210.7 million and
S$159.6 million, respectively, 5.5% and 5.9% lower year-on-year (“yoy”). This reflects lower
overseas contributions and the absence of full-period contributions from TS Ikebukuro Building
(“TSI”), ABAS Shin-Yokohama Building (“ASY”) and Festival Walk Tower, which were divested
on 22 August 2025, 28 August 2025, and 2 February 2026, respectively.
Singapore’s gross revenue and NPI grew 1.8% and 2.1% yoy, respectively, led by VivoCity
following the completion of its Basement 2 asset enhancement initiative (“AEI”) and robust
rental growth, as well as higher contribution from Other Singapore Properties.
Property operating expenses fell 4.1% yoy due to reduced operation and maintenance
expenses, and utility expenses. Finance expenses improved 17.9% yoy from lower interest
rates and reduced debt as net divestment proceeds were deployed towards debt repayment.
AEM - The share price has a very impressive running up from 1.80 to 7.15, pump up too fast and the volume is getting lowered. A sign of weakness!
I think this kind of running up is unsustainable! The price gotten so much far away from the fundamentals and the company revenue/net income!
Not a call to buy or sell!
Pls dyodd.
CLAR: CapitaLand Ascendas REIT - 1st quarter results update is out.Positive rental reversion of 10.6 percent. Occupancy rate of 90.5 percent. ICR 3.5x. Accretive acquisitions of 1.6b. NPI yield of min 4.3 percent. Gearing will decrease from 42 to 37.3 percent in April 2026.
• Aggregate leverage increased to 42.0% due to acquisitions of
i. DHL Canal Winchester in the US;
ii. Portfolio of six Grade A logistics properties in Spain; and
iii. Ascent (50%) in Singapore
• Aggregate leverage expected to improve to ~37.3% in Apr 2026,
immediately post EFR of S$903.5 million, assuming the net
proceeds of the EFR are fully used to repay debt facilities and
before the completion of the previously announced acquisitions1
• Available debt headroom of ~S$3.2 billion to reach MAS’s
aggregate leverage limit of 50.0%
• Robust financial metrics that exceed bank loan covenants by a
healthy margin
• A3 credit rating by Moody’s facilitates good access to wider
funding options at competitive rates.
CICT - CapLand IntCom Tr : Monday, she is going XD, price likely get corrected to 2.44 and below!
The price was being pushed up from 2.39 to 2.51 due to the new acquisition of Paragon Mall plus the Private Placement per unit at 2.30. Those institutional investors can book a nice profit! At 2.48, yield is about 4.4%. Perhaps, 2.20 with an yield of 5% might be a good pivot point. Pls dyodd.
CapLand IntCom Tr - Private Placement of 2.292 for the raising of 600m to fund the acquisition of Paragon Mall at Orchard Road together with the sales proceeds from Asia Square Tower 2. Advance DPU of between 3.93 to 4.03 cents. XD 27 April 2026.
RATIONALE FOR THE PRIVATE PLACEMENT
The Manager believes that the Proposed Acquisition will bring the following benefits to the
unitholders in CICT (the “Unitholders”):
(i) strategic acquisition of a rare, premier freehold integrated development with a
sizable, upscale retail exposure and medical component;
(ii) further consolidates CICT’s retail presence in the tightly held downtown precinct;
(iii) solidifies CICT’s position as the most liquid proxy for high quality Singapore-centric
commercial exposure; and
(iv) distribution per Unit (“DPU”) accretive transaction with sustainable pro forma leverage.
Please refer to the Acquisition Announcement for further details on the rationale of the
Proposed Acquisition.
