CapitaLand Investment (9CI.SI) - Today I took the opportunity and bought a bit at 2.70! Yielding about 4.4 percent at 2.70 I think is not bad! Trading at historical low! Pls dyodd.

  

CapitaLand Investment (9CI.SI) - Today I took the opportunity and bought a bit at 2.70! Yielding about 4.4 percent at 2.70 I think is not bad! Trading at historical low!

 Pls dyodd. 

CapitaLand Investment (9CI.SI) - She is trading at all time low! Yield is about 4.5 percent at 2.69 I think looks rather interesting price level to watch! Do take note! 

Chart wise,  bearish mode!

A nice Green bar spotted after the series of red bars looks rather interesting! 

CapitaLand Investment  - FY results is out! Resilient 2023 Cash PATMI of 781m. Proposed final dividend of 12 cents. FY net profit is down 79.0% y-o-y to $181 million from $861 million in FY2022 mainly due to revaluation of assets in China. 

Operating Patmi declined by 7% y-o-y to $568 million, mainly due to higher interest expense, lower contribution from China 

Overall revenue declined by 3.2% y-o-y to $2.78 billion from $2.88 billion last year.

Fee income-related businesses (FRB) revenue, which have been providing strong recurring contributions to the group’s overall returns y-o-y, gained 9% to $1.07 billion from $984 million a year ago.

CapitaLand Investment(9CI.SI) - She has a nice rebound from 2.80 and rises higher to touch 2.95, looks like Bull is in control! Pls take note! 

Short term wise,  I think likely to rise up to retest 2.95 ! A nice breakout smoothly may likely see her rising up towards 3.00 than 3.03.

Pls dyodd. 

CapitaLand Investment (9CI.SI) - I think boatvis back! At 2.82 , yield is quite decent at 4.26 percent! Trading at all time low, she is looking rather interesting! Pls dyodd.

Nibbled a bit at 2.82. 

Looks like a great pivot point as she has managed to bounce-off from 2.76 this morning!

Pls dyodd.

Wow! Today looks like something is brewing! She is up 12 cents to 3.02. 

CapitaLand Invest  - The company purchased another 5m share today at 2.90 to 2.92, so solid! They have so much cash on hands to buy back the share! It might be the price is undervalued! 

She is trading near the all time low of 2.83. This might be a great pivot point to consider.  Pls dyodd.  

The company just bought back 2.536m share today at 3.00. A few days ago, they also bought back 1m share at 3.00.

This seem like a great support level! Do take note! 

Pls dyodd. 

https://links.sgx.com/1.0.0/corporate-announcements/SSE7DFS5975TMN0W/a73204226e8e8298ce7a67f8e8d8dbe9e67abbe482df1c9dd26393d3d0dd70e0

 

She is slowly climbing back above 3.00, looks rather interesting!

Results will be out on 28th February 2024. Estimating Final dividend of 12 cents , nice.  

Pls dyodd. 

At 2.97 yield is about 4.04%( Final dividend of 12 cents) Or 5.05 is Final dividend is 15 cents.

NAV 2.84.

I think good opportunity is back! 

Nibbled a bit at 2.95. Collect dividend while waiting for price to recover.

Pls dyodd.

 CapitaLand Investment  - Results is out, not bad! Total Revenue is down 1% to 1345m, Operating PATMI is dien 1% to 344m, recurring FM fee grow by 10% to 183m, awesome!

I think Results is not bad and Operating profit is quite stable!

I think yearly dividend of 12 cents is sustainable and may be see further increase if FM fee grow faster than expected! 

I have nibbled 

  

"CapitaLand Investment remains steadfast in being a trusted partner as we strengthen our position as a leading global real estate investment manager which delivers high quality returns."

After a successful demerger from the development business of CapitaLand Limited (“CapitaLand” or the “Parent Group”), CapitaLand Investment (CLI) was listed on SGX-ST on 20 September 2021. This transformative transaction created one of Asia’s leading listed real estate investment managers (REIM) and one of the largest REIMs in the world. Since day one, we have focused on putting our proven track record of investment management and fee income growth to work — unlocking more long-term value for our shareholders. 

CLI’s investment management leadership in Asia began about two decades ago, when we listed Singapore’s first real estate investment trust (REIT), CapitaLand Mall Trust. Today, our six listed funds across Singapore and Malaysia hold a Funds under Management (FUM) of approximately S$60 billion. 

And that’s only part of the real estate portfolio that we’ve built — over S$29 billion FUM are also managed through a comprehensive and expanding private funds platform comprising more than 30 private vehicles.

​Including assets held directly by CLI as well as assets managed through our global lodging platform, CLI oversees S$133 billion in Real Estate Assets Under Management (RE AUM).

In addition to Singapore, CLI’s core markets include China and India. But our boots on the ground extend far beyond that, to markets across Asia Pacific, Europe, and the USA. Our real estate and management expertise has helped us amass a diversified portfolio of recognisable brands, operating platforms, and asset classes which include retail, office, lodging, business parks, industrial, logistics and data centres.

CapitaLand Investment's (CLI) listed funds business comprises five REITs and business trusts listed on the Singapore Exchange and one on Bursa Malaysia, with a total market capitalisation of S$32.2 billion¹. Our listed funds portfolio is focused on driving sustainable distributions and increasing value for our unitholders.

Over time, we have built a strong track record as a Sponsor, making sure our listed funds are always efficiently structured and well-positioned for continued growth.

CapitaLand Investment managed the listed reit companies like Ascendas REIT,  CapLand China Trust,  CapLand Ibdia Trust,  CapitaLand Integrated Commercial Trust and Ascott trust. 

• CapitaLand Investment (CLI) owns and manages over 1,000 quality properties across the globe, providing a wide range of integrated real estate solutions for work, live and play. The current assets pipeline on CLI's balance sheet provides a diversified stable of high-quality assets with visible monetisation potential.   
  
  With a full stack of investment and operating capabilities, we present a unique value proposition for our partners, investors, tenants and customers.

CapLand Investment (9CI.SI) - I think GSS price is back! At 2.78, yield is about 4.31 percent for this blue chips counter seem like a good pivot entry point to consider for mid to long term horizon! Pls dyodd.

  CapLand Investment  (9CI.SI) - I think GSS price is back! At 2.78, yield is about 4.31 percent for this blue chips counter seem like a good pivot entry point to consider for mid to long term horizon!

 Pls dyodd. 

CapitaLand Investment (9CI.SI) - She is trading at all time low! Yield is about 4.5 percent at 2.69 I think looks rather interesting price level to watch! Do take note! 

Chart wise,  bearish mode!

A nice Green bar spotted after the series of red bars looks rather interesting! 

CapitaLand Investment  - FY results is out! Resilient 2023 Cash PATMI of 781m. Proposed final dividend of 12 cents. FY net profit is down 79.0% y-o-y to $181 million from $861 million in FY2022 mainly due to revaluation of assets in China. 

Operating Patmi declined by 7% y-o-y to $568 million, mainly due to higher interest expense, lower contribution from China 

Overall revenue declined by 3.2% y-o-y to $2.78 billion from $2.88 billion last year.

Fee income-related businesses (FRB) revenue, which have been providing strong recurring contributions to the group’s overall returns y-o-y, gained 9% to $1.07 billion from $984 million a year ago.

CapitaLand Investment(9CI.SI) - She has a nice rebound from 2.80 and rises higher to touch 2.95, looks like Bull is in control! Pls take note! 

Short term wise,  I think likely to rise up to retest 2.95 ! A nice breakout smoothly may likely see her rising up towards 3.00 than 3.03.

Pls dyodd. 

CapitaLand Investment (9CI.SI) - I think boatvis back! At 2.82 , yield is quite decent at 4.26 percent! Trading at all time low, she is looking rather interesting! Pls dyodd.

Nibbled a bit at 2.82. 

Looks like a great pivot point as she has managed to bounce-off from 2.76 this morning!

Pls dyodd.

Wow! Today looks like something is brewing! She is up 12 cents to 3.02. 

CapitaLand Invest  - The company purchased another 5m share today at 2.90 to 2.92, so solid! They have so much cash on hands to buy back the share! It might be the price is undervalued! 

She is trading near the all time low of 2.83. This might be a great pivot point to consider.  Pls dyodd.  

The company just bought back 2.536m share today at 3.00. A few days ago, they also bought back 1m share at 3.00.

This seem like a great support level! Do take note! 

Pls dyodd. 

https://links.sgx.com/1.0.0/corporate-announcements/SSE7DFS5975TMN0W/a73204226e8e8298ce7a67f8e8d8dbe9e67abbe482df1c9dd26393d3d0dd70e0

 

She is slowly climbing back above 3.00, looks rather interesting!

Results will be out on 28th February 2024. Estimating Final dividend of 12 cents , nice.  

Pls dyodd. 

At 2.97 yield is about 4.04%( Final dividend of 12 cents) Or 5.05 is Final dividend is 15 cents.

NAV 2.84.

I think good opportunity is back! 

Nibbled a bit at 2.95. Collect dividend while waiting for price to recover.

Pls dyodd.

 CapitaLand Investment  - Results is out, not bad! Total Revenue is down 1% to 1345m, Operating PATMI is dien 1% to 344m, recurring FM fee grow by 10% to 183m, awesome!

I think Results is not bad and Operating profit is quite stable!

I think yearly dividend of 12 cents is sustainable and may be see further increase if FM fee grow faster than expected! 

I have nibbled 

  

"CapitaLand Investment remains steadfast in being a trusted partner as we strengthen our position as a leading global real estate investment manager which delivers high quality returns."

After a successful demerger from the development business of CapitaLand Limited (“CapitaLand” or the “Parent Group”), CapitaLand Investment (CLI) was listed on SGX-ST on 20 September 2021. This transformative transaction created one of Asia’s leading listed real estate investment managers (REIM) and one of the largest REIMs in the world. Since day one, we have focused on putting our proven track record of investment management and fee income growth to work — unlocking more long-term value for our shareholders. 

CLI’s investment management leadership in Asia began about two decades ago, when we listed Singapore’s first real estate investment trust (REIT), CapitaLand Mall Trust. Today, our six listed funds across Singapore and Malaysia hold a Funds under Management (FUM) of approximately S$60 billion. 

And that’s only part of the real estate portfolio that we’ve built — over S$29 billion FUM are also managed through a comprehensive and expanding private funds platform comprising more than 30 private vehicles.

​Including assets held directly by CLI as well as assets managed through our global lodging platform, CLI oversees S$133 billion in Real Estate Assets Under Management (RE AUM).

In addition to Singapore, CLI’s core markets include China and India. But our boots on the ground extend far beyond that, to markets across Asia Pacific, Europe, and the USA. Our real estate and management expertise has helped us amass a diversified portfolio of recognisable brands, operating platforms, and asset classes which include retail, office, lodging, business parks, industrial, logistics and data centres.

CapitaLand Investment's (CLI) listed funds business comprises five REITs and business trusts listed on the Singapore Exchange and one on Bursa Malaysia, with a total market capitalisation of S$32.2 billion¹. Our listed funds portfolio is focused on driving sustainable distributions and increasing value for our unitholders.

Over time, we have built a strong track record as a Sponsor, making sure our listed funds are always efficiently structured and well-positioned for continued growth.

CapitaLand Investment managed the listed reit companies like Ascendas REIT,  CapLand China Trust,  CapLand Ibdia Trust,  CapitaLand Integrated Commercial Trust and Ascott trust. 

• CapitaLand Investment (CLI) owns and manages over 1,000 quality properties across the globe, providing a wide range of integrated real estate solutions for work, live and play. The current assets pipeline on CLI's balance sheet provides a diversified stable of high-quality assets with visible monetisation potential.   
  
  With a full stack of investment and operating capabilities, we present a unique value proposition for our partners, investors, tenants and customers.

Mapletree PanAsia Com Tr - She is slowly recovering after touching the low of 1.21 and closed higher at 1.29, looks like bargain hunters coming in to support! Yield is about 6.9 percent, solid! If she can reclaim 1.34 smoothly we may see her rising up further towards 1.40 and above! Do take note!

  Mapletree PanAsia Com Tr  - She is slowly recovering after touching the low of 1.21 and closed higher at 1.29, looks like bargain hunters coming in to support!

 Yield is about 6.9 percent, solid! If she can reclaim 1.34 smoothly we may see her rising up further towards 1.40 and above! Do take note! 

Mapletree PanAsia Com Tr  - I think seem like she is trading at crisis price! At 1.25, yield is about 7.1 percent,  NAV 1.71, Yearly dividend of 8.9 cents, Gearing is about 40 percent looks like great price is here! 

Pls dyodd. 

Mapletree PanAsia Com Tr  - I think boat is back! At 1.39, yield is about 6.4 percent,  NAV 1.73, Gearing is slightly above 40 percent. Do take note! 

One of the index reit counter that is yielding more than 6.3% I think might be a good pivot point! 

Pls dyodd. 

  Mapletree PanAsia Com Tr  - 3rd quarter results is out! Gross Revenue is up 0.8 percent to 241.5m, NPI is up 1.7% to 182.4m but Distribution is down 9.1% due to higher finance costs increasing 14%. Gearing 40.8%. 

Occupancy rate 96.7%.

XD 5th February. DIVIDEND 2.2 CENTS.

Pay date 14th March.  

I think results is so so. 

PLS dyodd. 

 — gross revenue and NPI both gained 10.1% and 8.7% YOY for 2Q24

— DPU down 8.2% YOY to 2.24 cents

— portfolio occupancy 96.3%

— gearing 40.7% with 79.9% debt on fixed

— Stable financial performance: Singapore drove growth with better performance while largely stable contributions from overseas properties were weighed down by stronger SGD

— Festival Walk: Sustained revenue supported by near full occupancy, shopper and tenant sales recovery, and continued progress towards rental stabilisation

 

. 

Mapletree Pan Asia Commercial Trust (“MPACT”) is a real estate investment trust (“REIT”) positioned to be the proxy to key gateway markets of Asia. Listed on the Singapore Exchange Securities Limited (“SGX-ST”), it made its public market debut as Mapletree Commercial Trust on 27 April 2011 and was renamed MPACT on 3 August 2022 following the merger with Mapletree North Asia Commercial Trust.

Its principal investment objective is to invest on a long-term basis, directly or indirectly, in a diversified portfolio of income-producing real estate used primarily for office and/or retail purposes, as well as real estate-related assets, in the key gateway markets of Asia (including but not limited to Singapore, China, Hong Kong¹, Japan and South Korea).

MPACT’s portfolio comprises 18 commercial properties across five key gateway markets of Asia – five in Singapore, one in Hong Kong, two in China, nine in Japan and one in South Korea. They have a total NLA of 11.0 million square feet and valued at S$17.1 billion. 

Within Singapore, they are:

• VivoCity – Singapore’s largest mall located in the HarbourFront Precinct;
• Mapletree Business City (“MBC”) – a large-scale integrated office, business park and retail complex with Grade A building specifications, supported by ancillary retail space, located in the Alexandra Precinct;
• mTower – an established integrated development with a 40-storey office block and a three-storey retail centre, Alexandra Retail Centre (“ARC”), located in the Alexandra Precinct;
• Mapletree Anson – a 19-storey premium office building located in the Central Business District (“CBD”); and
• Bank of America HarbourFront (“BOAHF”) – A premium six-storey office building located in the HarbourFront Precinct.

Outside Singapore, they are:

• Festival Walk, Hong Kong – a landmark territorial retail mall with an office component;
• Gateway Plaza, China – a Grade A office building with a podium area in Lufthansa sub-market within Beijing;
• Sandhill Plaza, China – a Grade A business park development in Zhangjiang Science City, a key business and innovation hub in Pudong, Shanghai;
• Japan Properties – nine freehold properties comprising five office buildings in Tokyo (IXINAL Monzen-nakacho Building, Higashi-nihonbashi 1-chome Building, TS Ikebukuro Building, Omori Prime Building and Hewlett-Packard Japan Headquarters Building); an office building in Yokohama (ABAS Shin-Yokohama Building) and three office buildings in Chiba (SII Makuhari Building, Fujitsu Makuhari Building and mBAY POINT Makuhari); and
• The Pinnacle Gangnam, South Korea – a freehold Grade A office building with retail amenities located in Gangnam Business District, Seoul.

MPACT is one of the three REITs sponsored by Mapletree Investments Pte Ltd (“MIPL” or the “Sponsor”), a leading real estate development, investment, capital and property management company headquartered in Singapore.

MPACT is managed by MPACT Management Ltd. (“MPACTM” or the “Manager”), a wholly-owned subsidiary of MIPL. The Manager aims to provide unitholders of MPACT (“Unitholders”) with a relatively attractive rate of return on their investment through regular and steady distributions, and to achieve long-term stability in Distribution per Unit (“DPU”) and Net Asset Value (“NAV”) per Unit, while maintaining an appropriate capital structure for MPACT.

2022 FY Financial results:

MPACT Achieves 65.4% and 62.6% Growth in FY22/23 Gross Revenue and Net Property Income

Full-year distribution per unit (“DPU”) totalled 9.61 Singapore cents.

Boosted by contribution from properties acquired through the merger1.

Better performance of core assets, VivoCity and Mapletree Business City (“MBC”), cushioned higher utility and finance costs in FY22/23. 

Positive rental reversion recorded by all markets except Greater China.

VivoCity’s full-year tenant sales set new record at over S$1 billion, and asset enhancement initiative (“AEI”) on Level 1 on track for opening from end-May 2023.

Improvement in shopper traffic and tenant sales at Festival Walk with the lifting of COVID measures and reopening of border with Mainland China.

Successfully renewed major leases at Bank of America HarbourFront, Festival Walk, Gateway Plaza and MBC during the year, adding to portfolio resilience.