Capitaland Investment - DBS Research 2026-06-25: Executing Its “China-For-China” Strategy

Capitaland Investment: Executing Its “China-For-China” Strategy

Published:
CapitaLand Investment (SGX:9CI) | SGinvestors.io
  • CapitaLand Investment (SGX:9CI) has obtained regulatory approval for the launch of its second China C-REIT, with an initial value of RMB4.8bn. The initial portfolio comprises Raffles City Shenzhen and CapitaMall Fucheng in Mianyang, with CapitaLand Investment retaining a 20% strategic stake while continuing to serve as the sponsor, asset manager and operating manager.

  • - Read this at SGinvestors.io -
  • While impact is likely immaterial, it has strategic importance in our opinion as this transaction represents another meaningful step in CapitaLand Investment's asset-light strategy, providing an avenue to recycle capital from stabilised assets while growing recurring fee income.

Our view:

  • - Read this at SGinvestors.io -

Broadens CLI's capital recycling runway and provides additional dry powder for redeployment

  • Read more at SGinvestors.io.



Above is an excerpt from a report by DBS Group Research.
Clients of DBS may access the full PDF report @ https://www.dbs.com/insightsdirect/.



Derek Tan DBS Group Research | https://www.dbs.com/insightsdirect/ 2026-06-25



Previous report by DBS:
2026-04-29 CapitaLand Investment - Silent Among The Pines.

Price targets by 4 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 Dividend Payout Dates & Corporate Actions,
CapitaLand Investment News






Advertisement

You May Also Like



SGX Stock / REIT Search

-

Most Read

🏦💵💳💰Trust Referral Code 2026: Use PGKPSWAE to earn up to S$1,000 cashback rewards when signing up for an NTUC Link Credit Card or Trust Link Credit Card, or when opening a Trust Bank Savings Account.
Tiq Referral Code 2026: Use R472344 for extra 5% off Tiq insurance plans in Singapore – travel 🏖️, car 🚘, motorbike 🏍️, home 🏡, maid 👱‍♀️, pet 🐶 insurance.
-