Saturday, April 8, 2017

CapitaLand Limited (C31)

Latest update as of 15/02/2017 @$3.49:
  • Capitaland's 4Q16 PATMI (Profit After Tax and Minority Interest) increased 73.8% YoY to S$420.5m mostly due to improved operating performance, higher fair value gains and reduced impairments over the quarter. 
  • Its profit gains mostly due to higher recognition of profits in China and improved contributions from CapitaGreen and the shopping mall portfolio. 
  • Aside to that, the sales of their Vietnam operation that continue to scale up also brings a positive outcome.
  • For more details information, please refer to sources from:
    capitaland.listedcompany.com > CapitaLand Limited: 2nd year of record Chinese sales.


Latest update as of 19/01/2017 @$3.18:
  • CapitaLand recently announced that it has acquired for US$51.9m (S$70m) a 0.5 hectare prime site in Ho Chi Minh City, Vietnam as it remains confident about the country's economy and healthy home demand.
  • CapitaLand has entered into a conditional agreement to wholly acquire a prime commercial site in the CBD of Ho Chi Minh City, Vietnam to develop a Grade A office tower. 
  • CapitaLand has a 22-year track record in Vietnam which has delivered to-date, 22 serviced residences, nine residential developments and now, a prime commercial property. 

    For more details, please refer to sources from:
  • straitstimes.com
  • capitaland.listedcompany.com - news release.pdf 

Business Overview: 
Capitaland is one of Asia's largest real estate companies headquartered and listed in Singapore. Capitaland diversified global real estate portfolio includes integrated developments, shopping malls, serviced residences, offices and homes. Their two core markets are Singapore and China, while Indonesia, Malaysia and Vietnam have been identified as new growth markets. CapitaLand also has one of the largest real estate fund management businesses with assets located in Asia. 
CapitaLand’s listed real estate investment trusts (REITS) are: 
  • CapitaLand Mall Trust - First and largest REIT by market capitalisation and asset size in Singapore
  • CapitaLand Commercial Trust - Singapore's first listed commercial REIT
  • Ascott Residence Trust - World's first pan-Asian serviced residence REIT
  • CapitaLand Retail China Trust – First China shopping mall REIT in Singapore
  • CapitaLand Malaysia Mall Trust - Shopping mall-focused REIT with an income- and geographically-diversified portfolio
For more information, please refer to sources from Capitaland.com
Dividend Payout: 
Table for CapitaLand Limited (C31) Dividend Yield History

Column Chart Projection of CapitaLand Limited (C31) Dividend Yield

Raffles Medical Group Ltd. (R01):

Latest update as of 05/04/2017 @$1.45:
  • Raffles Medical Group has recently announced its plan to develop a 700-bed hospitals in Chongqing with target completion by 2Q18. 
  • I personally believe on Raffles Hospital extension and China hospital projects could positively generate profits in the long run. 
  • Furthermore, Singapore and China have been collaborating closely in the planning and implementation of the Chongqing Connectivity (CCI). With such joint implementation and strategic location of Chongqing with connectivity to central Asia, Russia and Europe (Chongqing-Xinjiang-Europe), this could potentially grows the number of populations in its province. 
  • For more details information, please refer to sources from:
    - research.sginvestors.io > Raffles Medical Group: New hospital in Chongqing strategically located.

Latest update as of 03/04/2017 @$1.43:
  • Raffles Medical Group inks agreement with Chongqing government for second hospital in China.
  • Raffles Medical Group announced that it has acquired a piece of land with estimated land area of 28,000 sqm together with an in-construction building thereon, located in the New North District of the Liangjiang New Area in Chongqing for the development of a 700- bed international tertiary general hospital. 
  • The construction is targeted to be completed in 2Q18 and the hospital will provide high quality and comprehensive healthcare services to local, expatriate and international patients.
  • For more details information, please refer to sources from:
    research.sginvestors.io > Raffles Medical - Riding On One Belt, One Road.
    sgx.i3investor.com > Raffles Medical Group: Buys land in China to develop hospital.


Latest update as of 21/02/2017 @$1.45:
  • Raffles Medical Group 4Q16 revenue grew 15.4%. Revenue was driven by a 30.8% improvement in Healthcare services and a 6.3% increase for Hospital services. 
  • Due to stronger SGD against currencies like IDR, MYR, coupled with strong regional competition, overall foreign patient volume growth is expected to be small.
  • The Raffles Hospital Extension is also expected to be completed by 4Q17, with about half the space for own expansion plans while the other half will be leased out. 
  • For more details information, please refer to sources from:
    research.sginvestors.io > Raffles Medical Group: Growth in progress.


Latest update as of 15/01/2016 @$3.95:
  • Raffles Medical Group has always been a reputable organisation with its strong brand name. The organisation also offers a wide range of products and services through its well established network.
  • Recommended as a long term stocks to look into, with its track record of growing dividend, strong operating cash flow and intact growth story. 
  • For more details information, please refer to sources from:
    internetfileserver.phillip.com.sg > Raffles Medical Group Ltd (RMG).