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CapitaLand
Broker's Calls
CapitaLand’s ROE could improve on potential asset recycling: DBS
The brokerage says ROEs should rebound back to 7% to 8% in 2021 to 2022.
August 06, 2020
China Focus
Coercion impact on China investment
The UK has caved in to demands from the US to ban Huawei. The US has removed Hong Kong’s special status and imposed sanctions on Chinese companies and legislators.
July 17, 2020
Property
Ascott achieves 139% y-o-y growth with contracts secured for record 25 new properties globally amid pandemic
CapitaLand’s wholly-owned lodging business unit The Ascott Limited announced that it has secured contracts for 25 new properties with over 5,400 units across 19 cities around the world on Wednesday.
June 17, 2020
In print this week
Conscious decoupling
For the last half decade or so, Sembcorp Marine (Sembmarine) has been hit by declining revenue and several annual losses amid a severe slump in the oil industry. As a result, the consolidation of its weak performance has been a drag o
June 12, 2020
Debt and defaults
Debt danger lurks in Covid-19 shadow
More companies in danger of default given higher leverage, weaker balance sheets and greater risk of liquidity crunch amid the pandemic
May 29, 2020
Financially Savvy
Developers clear up misconception around perpetual securities
On May 13, during a 1HFY2020 results briefing by Frasers Property’s (FPL) management, there were some questions on the company’s higher gearing, which had risen to 106.8% by March 31, 2020, from 85.9% as at Sept 30, 2019. The compa
May 22, 2020
Global review
Chinese retail's gradual recovery as malls reopen
Domestic demand is a much larger portion of the Chinese economy than during the GFC, and the Chinese consumer has become an important aspect of domestic demand. “In 2019 China’s retail sales amounted to US$5 trillion ($7.1 trilli
March 20, 2020
Covid-19
RAS disappointed in CapitaLand's lack of support for tenants; CapitaLand says relief package has not been fully comprehended by RAS
SINGAPORE (Mar 2): The Restaurant Association of Singapore (RAS) yesterday announced its disappointment in landlords’ inertia to deliver on rental rebates.
March 02, 2020
Property
As CapitaLand delivers on ROE, City Developments looks to raise ROE
CapitaLand has waived rent and property management fees for its four malls in Wuhan for about three weeks. Malls outside Wuhan have both charges halved for about two weeks.
February 28, 2020