- While CapitaLand Investment's 1H25 headline figures results were weaker, underlying execution remained strong, with S$3.1b in transactions and S$2.1b capital raised. Management tone was upbeat, targeting Fee Related Earnings (FRE) growth through fund launches, capital raising, and private platform expansion.
- - Read this at SGinvestors.io -
1H25 headline numbers weak but should be made up in 2H25.
- CapitaLand Investment announced 1H25 revenue of S$1.04b (-24% y-o-y) and PATMI of S$287m (-13% y-o-y), with the latter making up 41% of our full year estimates. The lower y-o-y numbers belie the fact that the company has been executing well with the company’s transactions having risen 15x y-o-y to nearly S$3.1b and S$2.1b raised via debt and equity (+67% y-o-y).
- - Read this at SGinvestors.io -
Positive outlook.
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