凯德商用新加坡信托(C38U.SI)

2.35-0.01-0.42%

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      谋定后动
      ·
      2025-03-01

      【谋周报】 新加坡股市:佛系投资者的“三件套”乐园(2025/09 总第212期)

      新加坡交易所的日均交易量就像早高峰的地铁——永远在“挤但不爆”的状态。2025年1月数据显示,证券日均交易额仅10亿新元,周转率36%。这水平放在隔壁香港(周转率57%)和东京(103%)面前,就像乌节路商场对比义乌小商品市场。但别小看这养生模式:过去三年海峡时报指数STI累计上涨23.99%,2025年2月更冲上3951点的历史新高。这波静水流深的走势,完美诠释了什么叫闷声发财。亚洲最强「包租公」新加坡REITs市场堪称全球「五星级房东」俱乐部:定位“小而美”:87家上市REITs总市值877亿,是中国REITS规模的一半,美国的十分之一,在全球REITs市场格局中的定位是「小而美」。收益率稳:平均派息率7.6%,比香港REITs高1.5个百分点玩法多样:从数据中心(如吉宝DC REIT)到养老院(如枫树护理信托),应有尽有新加坡、日本、美国政策差异表新加坡的REITS要求90%以上收入必须分红,杠杆率严控50%以下,更重要的是新加坡不收股息税和资本利得税,就是你赚到的股息或者盈利全都是你的,一分钱都不用分。数据显示,新加坡REITs在控制波动率方面展现超强能力,特别适合追求稳定现金流的投资者。中概股难以回暖的"冻土带"2004年那场震动全球的中航油风暴,堪称新加坡资本市场的"切尔诺贝利时刻"。这家头顶"中国海外石油旗舰"光环的新加坡上市公司,因石油期权投机巨亏5.5亿美元——相当于其净资产的3.8倍。从2004年3月露出580万美元亏损苗头,到12月申请破产保护,中航油管理层连续隐瞒风险、挪用银团贷款、甚至配合母公司违规套现1.08亿美元补仓,最终触发国际投行集体逼仓而造成巨亏。中航油事件所暴露出来的中国企业诚信问题给新加坡投资者留下了太深刻的记忆,即使20年后的今天,新加坡仍是中概股难以回暖的"冻土带":来新加坡的中概股拿不到好估值,因此吸引不到好的中国企业,来新上市
      【谋周报】 新加坡股市:佛系投资者的“三件套”乐园(2025/09 总第212期)
      精彩土豆灰灰: 求问动哥 如何购买你说的淡马锡债券和吉宝债券
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      vicfyau
      ·
      2024-11-12

      Capitalizing on CapitaLand Integrated Commercial Trust's Strategic Divestment

      Overview of the Markets The market reacted with interest to CapitaLand Integrated Commercial Trust's (CICT) $CapLand IntCom T(C38U.SI)$  announcement of its strategic divestment of a prime office property at 21 Collyer Quay in Singapore’s Raffles Place. This S$688 million sale is expected to free up significant capital for CICT, creating potential for both risk mitigation and growth. In a time when real estate trusts are focusing on optimizing portfolios, this move highlights CICT's approach to strengthening its balance sheet and funding new opportunities. However, as units of CICT closed flat at S$1.97 on Monday prior to the news, investors are closely watching to see how the market will adjust in the wake o
      Capitalizing on CapitaLand Integrated Commercial Trust's Strategic Divestment
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      vicfyau
      ·
      2024-09-03

      CapitaLand's Strategic Expansion: A Strong Bet on Singapore's Retail Sector

      Overview of Market Conditions  The global markets have been navigating a challenging environment characterized by fluctuating interest rates, inflationary pressures, and geopolitical uncertainties. However, the real estate sector, particularly in Asia, remains a resilient and attractive option for investors seeking stability and long-term growth. Within this context, CapitaLand Integrated Commercial Trust (C38U) $CapLand IntCom T(C38U.SI)$  has made a significant move that could bolster its portfolio and enhance investor returns. CapitaLand's Major Acquisition: ION Orchard  CapitaLand Integrated Commercial Trust (CICT) has announced its acquisition of a 50% stake in Singapore's iconic ION Orchard ma
      CapitaLand's Strategic Expansion: A Strong Bet on Singapore's Retail Sector
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      Smartkarma
      ·
      2024-04-21

      CapitaLand Int. Comm. Trust - 1Q update: A mixed bag

      ⬆ $Capitaland Integrated Commercial Trust(C38U.SI)$ - Growing top line Upbeat on reversions; funding cost guide also up Maintain BUY 1Q revenue and NPI grew 2.6% and 6.3% YoY. QoQ, revenue and NPI... Continue reading on Smartkarma:- https://www.smartkarma.com/insights/capitaland-int-comm-trust-1q-update-a-mixed-bag?utm_source=tiger_community By Maybank Research, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/maybank-research?utm_source=tiger_community On Capitaland Integrated Commercial Trust (C38U.SI):- https://www.smartkarma.com/entities/capitaland-integrated-commercial-trust?utm_source=tiger_community
      CapitaLand Int. Comm. Trust - 1Q update: A mixed bag
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      Smartkarma
      ·
      2024-02-07

      CapitaLand Int. Comm. Trust - Delivering growth

      ⬆ $Capitaland Integrated Commercial Trust(C38U.SI)$ - Proactive portfolio and prudent cost management Steady operations; focus on asset enhancements Maintain BUY 2H revenue and NPI of SGD785.2 and... Continue reading on Smartkarma:- https://www.smartkarma.com/insights/capitaland-int-comm-trust-delivering-growth?utm_source=tiger_community By Maybank Research, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/maybank-research?utm_source=tiger_community On Capitaland Integrated Commercial Trust (C38U.SI):- https://www.smartkarma.com/entities/capitaland-integrated-commercial-trust?utm_source=tiger_community
      CapitaLand Int. Comm. Trust - Delivering growth
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    • 公司概况

      公司名称
      凯德商用新加坡信托
      所属市场
      SGX
      成立日期
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      员工人数
      - -
      办公地址
      - -
      邮政编码
      - -
      联系电话
      - -
      联系传真
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      公司概况
      CapitaLand Mall Trust, to be renamed CapitaLand Integrated Commercial Trust (CICT) on 3 November 2020, is the first and largest real estate investment trust (REIT) listed on Singapore Exchange Securities Trading Limited (SGX-ST) by market capitalisation. It debuted on SGX-ST as CapitaLand Mall Trust in July 2002 and will be renamed CICT in November 2020 following the merger with CapitaLand Commercial Trust. CICT owns and invests in quality income-producing assets which are used for retail, office and integrated development purposes. As the largest proxy for Singapore commercial real estate, CICT's portfolio comprises 22 properties in Singapore and two in Frankfurt, Germany, with a total property value of S$22.4 billion as at 30 June 2020. CICT is managed by CapitaLand Integrated Commercial Trust Management Limited, which is a wholly owned subsidiary of Singapore-listed CapitaLand Limited, one of Asia’s largest diversified real estate groups.
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      • 5日

      数据加载中...

      最高
      2.39
      今开
      2.37
      量比
      1.99
      最低
      2.33
      昨收
      2.36
      换手率
      0.76%
       
       
       
       

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