CapitaLand India Trust (CLINT)

CapitaLand India Trust announces $150 million EFR to develop properties in India  - THE EDGE SINGAPORE

REITs

CapitaLand India Trust announces $150 million EFR to develop properties in India

CapitaLand India Trust announced preferential EFR of $150 million to develop three properties in Hyderabad and Bangalore

Broker's Calls

DBS maintains 'buy' rating for CLINT, whose project pipeline shows 'insatiable' growth potential

The DBS analysts have lowered their target price to $1.45 from $1.50 previously.

Results

CLINT reports 1QFY2023 net property income of $42 mil, up 5% y-o-y

With a development pipeline, the REIT will see a 77% growth in floor area to 29.9 million sq ft.

Broker's Calls

Citi lowers CapitaLand India Trust TP to $1.25 amid higher debt cost

Citi attributes CLINT's underperformance to higher debt cost and potential capital-raising requirements.

Broker's Calls

CapitaLand India Trust remains in the sweet spot to deliver accretive acquisitions to unitholders: DBS

With micro markets seeing declining vacancy rates, DBS expects CLINT's overall portfolio occupancy levels to improve in 2023.
CapitaLand India Trust reports 2HFY2022 DPU of 3.91 cents, 9% higher y-o-y - THE EDGE SINGAPORE

Results

CapitaLand India Trust reports 2HFY2022 DPU of 3.91 cents, 9% higher y-o-y

Total property income for 2HFY2022 stood at INR4.78 billion ($76.5 million), 11% higher y-o-y.

Broker's Calls

CLINT’s accretion of International Tech Park Pune-Hinjawadi should result in 'benign' DPU accretion: Citi

Analyst Brandon Lee has maintained 'buy' on CLINT with a 12-month TP of $1.50 and an expected dividend yield of 7.5%.
CLINT proposes to acquire International Tech Park Pune from CLI subsidiary and JV partner for $221.9 mil - THE EDGE SINGAPORE

REITs

CLINT proposes to acquire International Tech Park Pune from CLI subsidiary and JV partner for $221.9 mil

The total sale consideration represents a premium of around 9% to CLI’s valuation of the tech park in December 2021.
MFS becomes CLINT's substantial shareholder again after buying units at lower price; DBS sells 1 mil units in CLAS - THE EDGE SINGAPORE

Insider moves

MFS becomes CLINT's substantial shareholder again after buying units at lower price; DBS sells 1 mil units in CLAS

The sale brought DBS’s stake in CLAS to 37.97% or around 1.308 billion units.
Massachusetts Financial Services Financial Company no longer substantial shareholder of CapitaLand India Trust - THE EDGE SINGAPORE

Insider moves

Massachusetts Financial Services Financial Company no longer substantial shareholder of CapitaLand India Trust

MFS sold 883,700 units in CLINT via market transaction at $1.13 each on Dec 20.
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