CapitaLand China Trust (CLCT)

DBS and OCBC lower respective target prices for CLCT but still deem a 'buy' - THE EDGE SINGAPORE

Broker's Calls

DBS and OCBC lower respective target prices for CLCT but still deem a 'buy'

The recovery is going to pan out as a multi year story
CapitaLand Investment divests 95% stake of Grade-A office Capital Square Beijing to AIA Life Insurance - THE EDGE SINGAPORE

Company in the news

CapitaLand Investment divests 95% stake of Grade-A office Capital Square Beijing to AIA Life Insurance

CLI will hold the remaining 5% stake and provide asset management services, which will contribute to its recurring fee income.
CLCT may commence buybacks with proceeds from Shuangjing mall sale - THE EDGE SINGAPORE

Broker's Calls

CLCT may commence buybacks with proceeds from Shuanjing mall sale

CLCT is now trading at just 0.6x book value

REITs

CLCT to net RMB690.7 million from divestment of Beijing mall

This property in Beijing was part of the initial portfolio when CLCT was listed back in 2006

Broker's Calls

DBS lowers target price to $1.20 for CapitaLand China Trust amid new economy assets showing slower progress

DBS analysts say that CLCT’s new economy segment may now be a portfolio drag; noting the depreciating RMB against SGD.
CapitaLand China Trust reports 9MFY2023 gross revenue of RMB478.8 mil, 1.9% lower y-o-y - THE EDGE SINGAPORE

Results

CapitaLand China Trust reports 3QFY2023 gross revenue of RMB478.8 mil, 1.9% lower y-o-y

3QFY2023 NPI rose by 1.2% y-o-y to RMB316.4 million driven by its retail portfolio.

REITs

CapitaLand China Trust prices inaugural $112 mil worth of free trade zone offshore CNY bonds

The bonds will be issued in denominations of CNY 20 million and integral multiples of CNY1 million in excess thereof.

Broker's Calls

Depreciating RMB 'throwing salt' on CapitaLand China Trust's 'recovering wounds', 1HFY2023 DPU down 8.8% y-o-y: DBS

Divestment will continue to feature strongly within CLCT’s retail segment among older non-core retail assets, say DBS’s analysts.

Results

CLCT reports 1HFY2023 DPU of 3.74 cents, eyes better 2H

Tenant sales at certain malls have exceeded pre-pandemic levels
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