Investors should take note of these eight aspects of CapitaLand Mall Trust (SGX: C38U) in order to understand the REIT better.

Can anything stop Capitamall Trust (CMT)? CMT share price is simply irresistible as it went on a rampage multi-years bull run. From IPO price of $0.96 to the current $2.60, CMT share price had defied gravity as it consistently rose through the years. Nevertheless, the supreme form of the unit price has somewhat dimmed the yield, which has fallen to 3.7%. Is it the right time to enter CMT? CapitaLand Mall Trust in explosive form! While the surging CMT share price is a happy news for existing unitholders, new investors who are keen to invest in Capitamall Trust must be put off at the increasing unit price. In my view, at Price/Book Value of 1.26, I do not think that this counter is overvalued at the moment. In fact, based on my research, Capitamall Trust is considered a low risk counter base

Is CapitaLand Mall Trust (SGX: C38U) the better choice for investors than CapitaLand Commercial Trust (SGX: C61U)? Find out here.

Amid the trade dispute with the United States, China’s economy has slowed, with both industrial output and retail sales growth declining sharply. In April, industrial output growth dropped to 5.4%, compared to 8.5% in March. Retail sales rose by 7.2%, compared to a 8.7% increase in March, and the lowest in more than ten years. The FTSE ST China Index is a subset of the FTSE ST All-Share Index, comprising stocks that have reported either at least 50% of their revenues from Mainland China, or reported at least 50% of their operating assets are located in Mainland China. The 19 constituents of the index have a combined market capitalisation of more than $60 billion. From January to May 2019, the index’s 5 best-performing constituents averaged a total return of about 22%. These are Hi-P In

Two important things investors should know now before buying CapitaLand Mall Trust (SGX: RW0U).

Real Estate Investment Trusts (REITs) are a favourite investment for Singapore investors. This is primarily due to its property-heavy investments and relatively high distribution yields. REITs Share Price Performance In 1st Half 2019 The first aspect of figuring out how REITs have done in the first half of 2019 is to look at how its share price has moved in the year-to-date (ytd) 2019. The chart below shows the price movements of the SGX S-REIT 20 Index, comprising the top 20 REITs listed in Singapore. As we can see, its share price has increased 10.3% since the start of the year, to 1337.3. However, looking at the past quarter, prices does look like it has taken a slight dip. Source: ShareInvestor In general, REITs have had a strong performance, in terms of just price appreciation, in th

CapitaLand Mall Trust (SGX: C38U) looks set to continue to deliver more distributions to unitholders in the future.

CapitaLand Mall Trust (SGX: C38U) and EC World Real Estate Investment Trust (SGX: BWCU) are two growing REITs that have recently increased their DPUs to unitholders.

CapitaLand Mall Trust (CMT) is the largest retail REIT in Singapore, and the first REIT to be listed on the SGX back in 2002. It currently owns 15 malls across Singapore, which is worth a total of S$10.1 billion as of 31 December 2018. CMT is known for its remarkable financial standing and income stability. Rated ‘A2’ by Moody’s, CMT is the highest-rated REIT in Singapore. Despite this, there are a number of concerns over the REIT’s future growth, especially because its operations are limited to the Singapore market. I attended CMT’s AGM to find out about the company’s future growth avenues and also the management team’s outlook for the local retail sector. Here are 11 things I learned from the 2019 CapitaLand Mall Trust AGM: 1. Gross revenue increased 1.5% year-o

A comparison of CapitaLand Mall Trust’s (SGX: C38U) current valuation to that of the market.

“Why go to a shopping mall when you can shop online, right?” Analysts and market ... Read more >>

Are CapitaLand Mall Trust (SGX: C38U), Frasers Centrepoint Trust (SGX: J69U), and Mapletree Commercial Trust (SGX: N2IU) undervalued?

Find my interview as one of the panelists in insideINVEST. Panelists Kenny Loh (Senior Consultant of an Independent Financial Adviser) Chan Kum Kong (Head of Research and Product, SGX) Nupur Joshi (CEO, REITAS)   With growing interest in REITs and retail investors hunt for higher yields amidst the uncertainties in the macro environment, hear what our panel of experts have to say about S-REITs.   S-REITs have performed well over the past 10 years. What are your views of this asset class moving forward? Kenny: The FTSE ST REIT Index, which represents the Singapore REIT sector, has gone up by 114% in 10 years and translates to a compounded annual growth rate (CAGR) of 8.8% excluding dividend yield. The worst correction from the peak is about 22% during this 10-year period. Moving

The opening of Jewel Changi Airport has been the talk of the town recently. The new mega-mall located at Changi Airport features the tallest indoor waterfall (at 40 metres), an indoor forest, and over 280 new shops and restaurants. Jewel is 49%-owned by CapitaLand, one of Asia’s largest real estate companies, which manages a portfolio of integrated developments, shopping malls, lodging, offices, homes, real estate investment trusts (REITs) and funds worth over S$100 billion. While Jewel has certainly made it onto the headlines and Instagram feeds everywhere, the bigger news for investors is CapitaLand’s S$11 billion acquisition of Ascendas-Singbridge (ASB). ASB is a real estate company which manages a portfolio of business/logistics parks, lodging, commercial, retail and reside

Listed in July 2002, CapitaLand Mall Trust (CMT) is the first and the largest retail REIT to be listed on the SGX. It derives income from a portfolio of 15 retail malls worth S$11.1 billion located across Singapore. I recently received its latest 2018 annual report and in this article, I’ll give an update on CMT’s latest financial results, growth plans, and valuation. Here are 15 things to know about CapitaLand Mall Trust before you invest: Portfolio 1. CMT achieved a compound annual growth rate (CAGR) of 5.4% in its portfolio valuation for the last 10 years, from S$6.9 billion in 2009 to S$11.1 billion in 2018. This is due to stable capital appreciation of its existing properties and acquisition of key assets such as Clarke Quay, Bugis+, Westgate and Bedok Mall during the

In part two of this 6-part series, we zoom in on the outperformers of this quarter. The focus will be on the REITs that managed to put in a strong quarterly performance. Here are three REITs that had such a strong 4Q18 that investors will now wish that you own a piece of them. Investors Takeaway: 3 REITs Finishing Strong CapitaLand Mall Trust It was a solid quarter for CapitaLand Mall Trust as it returned to growth in 4Q18. Both CapitaLand Mall Trust’s 4Q18 and FY18 DPU came in above DBS’s expectations. DBS notes that while several factors were at play, the growth in distributions was mainly attributed to the Westgate acquisition and further improvements on the operational front. Besides that, there was also a broad-based improvement in net property income across CapitaLand Mall Trus