SGX Listed REIT

CAPITALAND RETAIL CHINA TRUST (SGX:AU8U)


SGD 1.480
+0.030 / +2.07%
Share Price as of: 2021-01-15 17:16
Market / ISIN Code: SGX Mainboard / SG1U25933169
Sector / Industry / Sub-Industry: Real Estate / Equity Real Estate Investment Trusts (REITs) / Retail REITs


CapitaLand Retail China Trust Blogger ArticlesCAPITALAND RETAIL CHINA TRUST Blogger Articles SGX Listed CapitaLand Retail China Trust (SGX:AU8U) Blogger Articles AU8U.SI Blogger Articles
(The) Boring Investor
Lee Chin Wai
2021-01-10 15:13:33
Things Don't Look Good for Retail Landlords
The massive sell-down in Mar brought many REITs to rare, multi-year lows. This re-ignited my interest in REITs, as I have been out of them for many years due to their increasing debt levels and decreasing yields. However, I passed up the opportunity while I analysed what could be the impact of COVID-19 on REITs. Despite the massive government interventions, things do not look good for retail and F&B companies. And when tenants struggle, their landlords will also suffer. In this blog post, I will examine the potential impact of COVID-19 on 2 retail companies and 2 F&B companies.Before we begin, it is good to recap what are the measures the government has taken to cushion the impact on retail and F&B companies. Wage SupportThrough 4 extraordinary budgets, the government will
My Stocks Investing Journey
Marubozu
2020-12-13 21:22:32
Data Centers Play in S-REIT Space
With wider adoption of e-commerce, Artificial Intelligence and Cloud Computing, this technology disruption will change the way how we work, how we spend and how business do business in future. The adoption of 5G will accelerate the rise of digital economy and the consumption of data. Thus, we are going to see the huge growth in Data Centers in the REIT space moving forward. The REITs who have the data centers in the current / future portfolio: (1) Keppel DC REIT (AJBU.SI) – 100% (AUM$2.9B) . 18 Assets across 8 countries. (2) Mapletree Industrial Trust (ME8U.SI) – 38.7%. 28 Assets (mainly in US) (3) Ascendas REIT (A17U.SI) = 5.2%. (4) Capitaland Retail China Trust (AU8U.SI) – Expanded Mandates to include Data Centers in China. (5) Cromwell European REIT
Investment Income For Life
Blade Knight
2020-11-25 22:44:23
Stock Investment Portfolio Updates-22 November 2020
It is coming to almost the end of 2020. COVID seems to have become part and parcel of our lives. Everyday, seeing everyone wearing masks and the non-stop reporting of ever increasing 2nd or 3rd wave record breaking infections and fatalities overseas reminds us that the battle with the deadly virus is far from over. Even right now, the travel bubble between Singapore and Hong Kong which was supposed to commence today got postponed by at least another 2 weeks due to a new severe outbreak declared by the Hong Kong government. SIA and Cathay Pacific are most likely to decline slightly in the opening of the stock markets Monday morning.  I remain optimistic that the immediate emergency approval of Pfizer and Moderna COVID vaccine in December 2020 will pave the way for an eventual defeat of
Dr Tee (Ein55)
Dr Tee (Ein55)
2020-09-18 23:26:08
Temasek Giant Stocks Corporate Actions (淡马锡股)
Having a strong sponsor or major shareholder is crucial for stock investment, especially during period of uncertainty such as COVID-19 stock crisis.  In this article, Dr Tee will review these 7 Temasek stocks with 4 major corporate actions: 1) Keppel Corp (SGX: BN4) – Abandon of Partial Acquisition by Temasek 2) Sembcorp Industries (SGX: U96) & Sembcorp Marine (SGX: S51) – Successful Demerger under Temasek 3) Singapore Airlines, SIA (SGX: C6L) – Impact of Rights & Bonds Issues for Survival 4) CapitaLand Mall Trust (SGX: C38U) & CapitaLand Commercial Trust (SGX: C61U) – Merger of CapitaLand (SGX: C31) Giant REITs with coming change in 30 STI component stock with Keppel DC REIT (SGX: AJBU) Temasek helps to manage national wealth of Sin
DollarsAndSense.sg
Dinesh Dayani
2020-08-18 15:36:41
S-REIT Report Card: Here’s How Singapore REITs Performed In Third Quarter 2020
Apart from just manoeuvring an economic downturn in 2020, everyone is also combating a very real health threat. The combination of this has also led to major disruptions in the way we live, work and play, accelerating economic trends that should have been years in the making. Along with this, the properties – including REITs – that enable us to live, work and play have all been impacted. In the short term, volatility may spark sharp rises and dips in market prices, in the longer-term, some types of properties may become less relevant entirely. In our REITs Report Card, which we publish each quarter, we look at how S-REITs have performed as a whole and individually. How Have Singapore REITs Fared In The YTD 2020? The iEdge S-REIT Index is a free-float market capitalisation weighted inde
REIT-TIREMENT
Vince
2020-08-07 00:09:45
CapitaLand Retail China Trust Analysis @ 11 July 2020
Basic Profile & Key StatisticsCapitaLand Retail China Trust (CRCT) is a pure retail REIT with all of its properties in China.Lease ProfileOccupancy is healthy at 95.4%. WALE at 2.3 years is low as compared to other retail SREITs/BizTrust with properties in China. All of its income is received in RMB. Highest lease expiry by GRI of 30% will be expiring this year, this posts a slight concentrated lease expiry risk. Weighted average land lease expiry is the 2nd shortest for SREITs at only 24.3years.Debt ProfileGearing is healthy at 35.8%. Cost of debt of 2.9% is at median level despite high unsecured debt of 94.2%. Fixed rate debt is slightly higher than median level. Interest cover is at SREITs median level of 4.3 times. WADE is short at 2.55 years, however, debt is quite well-spread. Hi
REIT-TIREMENT
Vince
2020-08-07 00:09:29
CapitaLand Mall Trust Analysis @ 9 Jul 2020
Basic Profile & Key StatisticsCapitaland Mall Trust (CMT) is the first SREIT listed in SGX in July 2002. In January 2020, both Capitaland Mall Trust and Capitaland Commercial Trust (CCT) announced for merger through the acquisition by CMT, initially expected to be completed in June 2020. However, due to COVID, this has been delayed and management announced in May that the Long-Stop Date under the Implementation Agreement remains on 30 September 2020. Once merged, it would become the largest SREITs in terms of market cap.Lease ProfileOccupancy is high at 98.5%. Income received in SGD is not 100% because of its 11% interest in Capitaland Retail China Trust (CRCT).  WALE of 2.2 years is the median of retail SREITs with Singapore properties. The highest lease expiry by GRI of 32.4% wi
Singapore Stocks Investing
Tom K
2020-08-04 23:28:12
OVERSOLD SINGAPORE REITS, TRUSTS: ATTRACTIVE NOW?
Dear readers, let us take a look at the Oversold Singapore Reits and Trusts now, which is a class of stocks that have trended down in the light of the Straits Times Index (STI) heading down. The Oversold Singapore Reits and Trusts are: BHG Retail Reit CapitaMall Trust Capitaland Retail China Trust First Reit Lippo... The post OVERSOLD SINGAPORE REITS, TRUSTS: ATTRACTIVE NOW? appeared first on SG STOCKS INVESTING: SAVINGS, GRATITUDE (SG) & STOCKS INVESTING! SAVE MORE, BE GRATEFUL AND INVEST BETTER!.
The Fifth Person
Dean Goh
2020-07-21 12:54:01
7 things I learned from the 2020 CapitaLand Mall Trust AGM
CapitaLand Mall Trust (CMT) is the first REIT to be listed on the SGX in July 2002. It is also the largest retail REIT by market capitalisation in Singapore (as at 31 December 2019). All of CMT’s 15 shopping malls are located in the suburban areas and downtown core of Singapore. CMT also owns a 11% interest in CapitaLand Retail China Trust, a pure play Chinese retail REIT. Due to movement restrictions imposed in light of COVID-19, retail malls in Singapore have been hit hard by the reduction in shopper traffic. As an almost pure play Singapore retail REIT, I wanted to find out how COVID-19 has affected CMT’s business and how CMT plans to meet the challenges posed by the pandemic. Hence, I tuned in to CMT’s 2020 virtual AGM and here are seven things I learned at its 2020 AGM:
The Fifth Person
Dean Goh
2020-07-12 23:17:52
5 things I learned from the 2020 CapitaLand Retail China Trust AGM
CapitaLand Retail China Trust (CRCT) is a pure-play retail REIT with its properties located entirely in China spread over nine cities. It derives about 95% of its net property income (NPI) from its properties located in Tier 1 and 2 Chinese cities. CRCT also has a well-diversified tenant base across more than 14 trade sectors (figures correct as of 31 March 2020): Source: CapitaLand Retail China Trust 2020 AGM presentation slides CRCT’s shareholders are naturally concerned about the REIT’s outlook given that the COVID-19 pandemic originated in Wuhan, China before spreading throughout the country. This sent the entire country into lockdown and ghost towns emerged. However, as restrictions are being gradually lifted in China, I was interested to see if CRCT has recovered
Investment Income For Life
Blade Knight
2020-02-07 06:12:41
Wuhan Coronavirus Impact So Far- Shorting SREITS?
This week has been interesting with initial market sell down on 3rd Feb 2020 (Monday) immediately upon market opening and then stocks regaining much of their lost value over the next 2 days. It had only been a minor correction so far despite the worsening Wuhan Coronavirus epidemic and slowing down of economic activities in East Asia countries. Also, there are many online postings by different investors discussing their strategies during this health crisis. I am not sure why some people are viewing this crisis as a dooms day scenario that will lead to wide spread and prolonged economic shambles.1. Selling off Frasers Centrepoint Trust ("FCT")This is a defensive REIT which focuses on suburban retail malls. The price per unit has been surging and close to S$2.90 at one point in time. I have





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