SGX Listed REIT

CAPITALAND MALL TRUST (SGX:C38U)



CAPITALAND MALL TRUST (C38U.SI) has changed the issuer name / code to CAPITALAND INTEGRATED COMM TR (C38U.SI) with effect from 2020-11-03.

SGD 0
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Share Price as of: -
Market / ISIN Code: SGX Mainboard /
Sector / Industry / Sub-Industry: Real Estate / Equity Real Estate Investment Trusts (REITs) / Retail REITs


CapitaLand Mall Trust Blogger ArticlesCAPITALAND MALL TRUST Blogger Articles SGX Listed CapitaLand Mall Trust (SGX:C38U) Blogger Articles C38U.SI Blogger Articles
Dr Tee (Ein55)
Dr Tee (Ein55)
2020-11-29 17:19:14
Dr Tee Free 3hr Video Course: Defensive High Growth Singapore Giant Stocks (防御型高成长的新加坡强巨股)
In this Dr Tee 3-hr video education (Defensive High Growth Singapore Giant Stocks), you will learn:1) COVID-19 Stock Crisis Recovery Rally with Sector Rotations2) Singapore and Malaysia Stock Market Outlook 20213) Defensive Singapore Giant Stocks4) Dividend Singapore Giant Stocks / REITs5) High Growth Singapore Giant Stocks6) Short Term Trading and Long Term Investing Strategies during Pandemic7) Many Case Studies with Q&A of Audience Here is Dr Tee Free 3-hr Video Course (suitable for bilingual learners: verbal presentation in Chinese, written notes in English, technical charts for everyone). Enjoy and give your comments for improvement. You may subscribe to Dr Tee Youtube channel (Ein Tee) for future Dr Tee video talks. Dr Tee Video Course: https://youtu.be/KkV9MvZypCA
The Fifth Person
Adam Wong
2020-11-29 11:30:08
7 things to know about Mapletree Logistics Trust’s $1.1 billion acquisition in China, Malaysia, and Vietnam
Mapletree Logistics Trust (MLT) is a REIT that owns a diversified portfolio of logistic properties located in Singapore and across the Asia-Pacific. As of 30 September 2020, the value of MLT’s assets under management (AUM) was S$9.0 billion. In October, MLT announced its intention to acquire the remaining 50% stakes in 15 logistics properties in China, and 100% stakes in nine new logistics properties in China, Malaysia, and Vietnam. The total cost of the acquisition is S$1.1 billion. Source: Mapletree Logistics Trust I attended MLT’s extraordinary general meeting to learn more about the deal, and how the impact of COVID-19 has changed the business landscape for logistics players in the region. 1. The acquisition is DPU-accretive for unitholders. On a pro forma basis, distr
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)
2020-11-25 02:00:25
Boat of Opportunity Coming for COVID-19 Stock Rally
COVID-19 vaccine likely will get FDA approval soon, then will be injected ASAP to millions of people globally by end of Dec 2020, before extending to billions of people in the next 6-12 months to end the pandemic permanently. In fact, even 2/3 people are protected, enough to terminate COVID-19 virus naturally as spreading path will be limited when over 60% people have immunity. Stock market is forward looking, economy is the “master” who walk the “dog” which is stock market taking the lead.  For conventional investor who waits for confirmation of economy recovery may miss the early boat of COVID-19 stock crisis recovery rally There are 2 main investing and trading strategies during any major stock crisis (including COVID-19 pandemic): 1) Average D
My Stocks Investing Journey
Marubozu
2020-11-22 23:10:12
Singapore REIT Fundamental Analysis Comparison Table Nov 22 – 2020
Technical Analysis of FTSE ST REIT Index (FSTAS8670) FTSE ST Real Estate Investment Trusts (FTSE ST REIT Index) increased slightly from 822.03 to 828.26 (+0.76%) compared to last month update. Currently the REIT index is currently back in trading on sideway consolidation, after recovered from a sudden sell off last few weeks. As for now, Short term direction: Sideway, until breakout of the resistance (starts up trend) or breakdown of the support (starts down trend). Immediate Support at 819 Immediate Resistance at 852, followed by 874.   Previous chart on FTSE ST REIT index can be found in the last post Singapore REIT Fundamental Comparison Table on Oct 24, 2020.   Fundamental Analysis of 40 Singapore REITs The following is the compilation of 40 REITs in Singapore with colou
Dr Tee (Ein55)
Dr Tee (Ein55)
2020-11-18 17:56:24
Change Horse with Sector Rotation (乾坤大挪移)
Since wind direction is changing in global stock market with sector rotation, readers may consider to “change horse” for some stocks from past momentum stocks which are losing steam (eg. Technology / Software / Glove / Healthcare benefiting from pandemic, etc) to cyclic giant stocks (eg. Bank, Casino, Hotel, Oil & Gas, Healthcare affected by pandemic, etc) which are recovering from lower optimism. After recent US election with potential new world order (US vs world/China) by President-Elect, Joe Biden, supported by positive COVID-19 news (2 vaccines are proven to have effectiveness over 90%), global stock markets become more “greedy” and rally includes most stocks, especially for many pandemic affected sectors. It means the stock market is in transition fr
AlpacaInvestments
AlpacaInvestments
2020-11-17 14:10:02
CICT (SGX:C38U): Should there be Concerns over Gearing and Asset Valuations?
In March this year, I wrote about the possibility of REITs having to raise capital through rights issues if Covid-19 were to cause severe declines in asset valuations (What Happened to REITs during the GFC?). Eight months on, this has not occurred, and although I believe that the likelihood of this has diminished, we cannot completely ignore it. In October, I initiated a position in Capitaland Mall Trust (CMT) at a price of $1.91, which has now merged with Capitaland Commercial Trust (CCT) to form Capitaland Integrated Commercial Trust (CICT). As a shareholder, I was curious to assess the likelihood of CICT having to raise capital through a rights issue, by analysing its gearing ratio and asset valuations. I have not ran the numbers to determine the gearing ratio of the merged entity, alt
Dr Tee (Ein55)
Dr Tee (Ein55)
2020-11-17 02:14:58
Last Few Trains for COVID-19 Stock Crisis Recovery Rally
Global stock markets see strong light at the end of tunnel recently with confirmation of Biden as new US president and news COVID-19 vaccine over 90% effectiveness. During early phase of pandemic, Dr Tee students learned to apply defensive dividend stock strategies to consider Asian giant stocks at low optimism (average down strategy), balancing with growth investing / momentum trading (average up strategy) in bullish US giant stocks. The stock market this time is different from last 8 months of V-shape recovery limited to a few sectors (eg. Technology / Software, Healthcare / Glove, etc). There are sectors rotation, focusing more on cyclical stocks (eg. banks and oil & gas) and COVID-19 affected stocks are recovering quickly, resulting in global surge in share prices, over 10-40%
Dr Tee (Ein55)
Dr Tee (Ein55)
2020-11-16 01:30:49
Download Dr Tee 2 eBooks for Stock Market 2021 with Joe Biden as US President during Pandemic
Fresh from Oven: Download the latest 2 FREE high-quality stock investment eBooks by Dr Tee on (1) “Global Market Outlook 2021”, covering comprehensive investment topics: Stock, Property, Commodity, Forex, Bond and Political Economy & (2) “Dream Team Portfolio 2021” with Top 10 global stocks for capital gains and passive incomes. Past readers have benefited both stock investment ebook, learning Simple and Powerful strategies which deliver incredible results in stocks. Are you worried or excited about the current global stock market with impact of COVID-19 pandemic especially with the new US President, Joe Biden?  Every crisis is an opportunity for investing. You will learn useful methods step by step from 2 valuable FREE stock investment eBook by Dr Tee which work i
My Stocks Investing Journey
Marubozu
2020-11-08 23:53:15
Retail REITs in Singapore: How do they stack up?
Retail REITs in Singapore have rebounded since Phase 2 in Singapore began. In this article, we will be covering 5 predominantly retail REITs in Singapore, namely Capitaland Integrated Commercial Trust, Frasers Centrepoint Trust, SPH Reit, Starhill Global REIT and Lendlease Global Commercial REIT, comparing their portfolio information, financial ratios, etc. REIT Portfolio Overview Capitaland Mall Trust recently merged with Capitaland Commercial Trust, to form Capitaland Integrated Commercial Trust. Owning 5 Retail/Office, 8 Office and 11 Retail Developments, wholly in Singapore, CICT is the largest market capitalisation trust in Singapore. Frasers Centrepoint Trust owns 7 Retail Malls in Singapore, including the newly-renovated Northpoint City. Mostly located away from the d
ccloh Strategic Investor Zone
ccloh
2020-11-08 20:26:40
Journey To Retirement Part 5.2 -- CapitaMall Trust
2019 was one of the milestone for me investing in CapitaMall Trust (now known as Capitaland Integrated Commercial Trust, CICT) as it became the 4th stock in my Investment Portfolio to enter the 10-year club.  Now, 2020 it hits another major milestone and that is the amount of dividends collected during the past 11 years has surpassed the amount of initial capital vested in it.  To put it in my term, this investment has became mathematically impossible to lose money.This was achieved during the October 2020 dividend payout of 3.99 cents/unit and that brought the dividend return to 102.05%.  Technically speaking this milestone should have been achieved in the May 2020 distribution if not for the Covid-19 whereby it cut distribution payout for that quarter.  Nevertheless,
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
Dr Tee (Ein55)
Dr Tee (Ein55)
2020-08-09 20:05:06
42 Singapore REITs & 16 Business Trusts (稳如泰山)
Singapore REITs are popular investment for passive income through stable dividend stocks. In this article, you will learn on how to invest in 21 giant stocks from 42 Singapore REITs and 16 Business Trusts with 3 key strategies (Striker / Mid-fielder / Defender) in 8 categories: 1) Retail REITs 2) Office REITs 3) Industrial REITs 4) Healthcare REITs 5) Diversified REITs 6) Data Center REIT 7) Hospitality REIT 8) Business Trusts There are 6 Singapore REITs which are also Business Trusts, so total there are 42 + 16 – 6 = 52 Singapore REITs and Business Trusts as of current stock market. Currently, out of 30 STI Index stocks, 5 are REITs. Soon, SPH (SGX: T39) with declining trading market capitalization (lower share price and/or lower trading volume) will be r
REIT-TIREMENT
Vince
2020-06-06 15:34:27
Updated Shared SREITs Data Spreadsheet & SREITs Site Page
After previous post of Case Studies for SREITs with Capital Distribution from Disposal, I've plan to do some update on my shared SREITs Data spreadsheet and SREITs Sites. Afterall, I have never really review these both a long time. SREITs result date page is also updated with SPH REIT being the first to announce result on 1st Apr.Below are the updated items in SREITs Data:i) Distribution from DisposalAdded distribution from disposal column. As mentioned in previous post, some SREITs used this to boost its DPU. It is very easy to miss out this type of info in their financial statement.ii) 3rd SectorIn view of more and more merger between SREITs from different sector, I have added SREITs 3rd sector column. Notable merger between different sectors are:a) Capitaland Mall Tr
REIT-TIREMENT
Vince
2020-05-15 22:40:11
SREIT Geographical Breakdown by Gross Rental Income
It has been a while since my last post and a long while since my last google spreadsheet template. Today, I would like to write about SREITs Geographical Breakdown by Country. This geographical breakdown information is available at SGX Chartbook: SREITs & Property Trust, however it is based on portfolio valuation. In my view, it would be more useful if it is based on gross rental income (GRI).Therefore, I have created a Google Spreadsheet to for geographical breakdown based on gross rental income as below:Besides Frasers Logistics & Commercial Trust which is based on property valuation, all information above are based on past 1 year gross rental income, I have indicated source of information at rightest column. I have also estimated the value of CapitaLand Integrated





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