City Developments (CDL)

City Developments’ acquisitions likely to top $2 bil this year with Xintiandi purchase - THE EDGE SINGAPORE

Property

City Developments’ acquisitions likely to top $2 bil this year with Xintiandi purchase

CDL's 51% stake in a Xintiandi site takes total acquisitions ytd to $2 billion as it seeks to meet its divestment goal of $1 billion
Mixed reactions to City Developments' purchase of a choice site in Xintiandi  - THE EDGE SINGAPORE

Property

Mixed reactions to City Developments' purchase of a choice site in Xintiandi

Analysts are positive on CDL's acquisition of Xintiandi site, estimating 21% margin in PBT, but query divestment delay

Property

Behind the numbers at CapitaLand Investment’s and CityDev’s briefings

CLI and CDL have taken different paths to profitability and both are facing challenges

Right Timing

Watch for balance sheet liquidity, not just P/NAV

For valuations, look beyond P/NAV to balance sheet liquidity to identify undervalued stocks

Broker's Calls

PhillipCapital keeps ‘buy’ on CDL despite higher gearing and lower interest cover

The analyst continues to view CDL as a proxy for the Singapore residential market and hospitality recovery.

Buybacks

CDL steps up share buybacks, spends nearly $13 million over three trading days

As at Dec 31 2023, CDL's NAV per share was $10.12

Broker's Calls

CDL top pick for Singapore residential sector; robust pipeline of launches ahead: DBS

DBS sees CDL as a proxy to Singapore's residential property market and notices trends that could boost CDL's share price up.

Property

CDL joins CLI in guiding for lower FY2023 earnings

Core operating earnings have not been significantly impacted

Results

CDL reports total sales value of $325 mil for 3QFY2023 as market sentiments improve

Sales were largely driven by the July launch of The Myst along Upper Bukit Timah Road.
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