CapitaLand China Trust (CLCT)

Results

CLCT reports 9MFY2024 NPI of RMB930.2 mil, 5.1% lower y-o-y

CLCT's 9MFY2024 gross revenue fell by 3.4% y-o-y to RMB1.38 billion.
CapitaLand China Trust remains the best proxy for a Chinese recovery - THE EDGE SINGAPORE

REITs Report 2024

CapitaLand China Trust remains the best proxy for a Chinese recovery

CLCT's diversified portfolio is the best local proxy for a rebound in Chinese growth; CEO of its manager explains his strategy

New appointments

Gerry Chan appointed deputy CEO of CLCT’s manager

Chan will assist Tan Tze Wooi, CEO of the manager, in managing “all aspects” of CLCT’s business.
CLCT's DPU fell by 19.5% in 1HFY2024, but rose marginally h-o-h - THE EDGE SINGAPORE

Results

CLCT's DPU fell by 19.5% in 1HFY2024, but rose marginally h-o-h

Although CLCT's distributable income in 1HFY2024 fell by 18.5% y-o-y, and DPU by 19.5%, h-o-h both DI and DPU inched higher.

China Focus

Chinese warehouses, industrial parks grappling with surprising slowdown

Singapore-listed REITs with China assets have underperformed the broader stock market.

Broker's Calls

Analysts lower TPs on CLCT after divergent performance between retail and new economy assets

That said, DBS and OCBC have both kept their “buy” calls after its 1QFY2024 update.

Results

CapitaLand China Trust’s 1QFY2024 NPI down by 7.7% y-o-y at RMB313.1 mil

In SGD terms, NPI fell by 11.8% y-o-y partly due to the 4.7% depreciation of the RMB to the SGD.

New appointments

CLAS and CLCT appoint new chairmen

The changes will take place after the respective REITs' AGMs in April.
DBS and OCBC lower respective target prices for CLCT but still deem a 'buy' - THE EDGE SINGAPORE

Broker's Calls

DBS and OCBC lower respective target prices for CLCT but still deem a 'buy'

The recovery is going to pan out as a multi year story
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