CapitaLand Investment aims to double its funds under management (FUM) to S$200bn by 2028 and double its operating earnings to over S$1bn by 2028-2030. By focusing on growth-oriented capital deployment, it targets 60-70% of these earnings to come from its four Fee Income-related Businesses (FRB).
- Read this at SGinvestors.io -
CapitaLand Investment's Investor Day Highlights
Portfolio Rebalancing:
CapitaLand Investment aims to achieve S$200bn in FUM (3Q24: S$113bn) by FY28 through rebalancing its portfolio. This includes growing its businesses in India and Southeast Asia, optimizing its portfolio in China, leveraging mergers and acquisitions (M&A) to expand in focus markets such as Japan, Korea, and Australia, and exploring opportunities in ex-Asia developed markets like the US and Europe.
Investment Strategies:
- Read this at SGinvestors.io -
CapitaLand Investment aims to double its funds under management (FUM) to S$200bn by 2028 and double its operating earnings to over S$1bn by 2028-2030. By focusing on growth-oriented capital deployment, it targets 60-70% of these earnings to come from its four Fee Income-related Businesses (FRB).
FRB growth will be fuelled by expanding the REIT platform, accelerating private funds growth, and scaling lodging and commercial management through organic expansion, new listings, fund launches, and M&A activities.
CapitaLand Investment's Investor Day Highlights
Portfolio Rebalancing:
CapitaLand Investment aims to achieve S$200bn in FUM (3Q24: S$113bn) by FY28 through rebalancing its portfolio. This includes growing its businesses in India and Southeast Asia, optimizing its portfolio in China, leveraging mergers and acquisitions (M&A) to expand in focus markets such as Japan, Korea, and Australia, and exploring opportunities in ex-Asia developed markets like the US and Europe.
Investment Strategies:
CapitaLand Investment adopts thematic-driven investment strategies centred on three secular trends: Demographics, Disruption, and Digitalisation.
Read more at SGinvestors.io.
Above is an excerpt from a report by Phillip Securities Research. Clients of Phillip Capital may be the first to access the full PDF report @ https://www.stocksbnb.com/.
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