- 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 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.
- CapitaLand Investment adopts thematic-driven investment strategies centred on three secular trends: Demographics, Disruption, and Digitalisation.
- Read more at SGinvestors.io.
Above is the excerpt from report by Phillip Securities Research.
Clients of Phillip Capital may be the first to access the full report in PDF @ https://www.stocksbnb.com/.
Darren Chan Phillip Securities Research | http://www.poems.com.sg/ 2024-11-26
Previous report by Phillip:
2024-11-08 CapitaLand Investment - Transaction Activity Picking Up.Price targets by 3 other brokers at CapitaLand Investment Target Prices.
Listing of research reports at CapitaLand Investment Analyst Reports.
Relevant links:
CapitaLand Investment Share Price History,
CapitaLand Investment Announcements,
CapitaLand Investment Dividends & Corporate Actions,
CapitaLand Investment News Articles