$CapLand China T(AU8U.SI)$ WHY-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$CapLand China T(AU8U.SI)$

WHY BUYING THIS STOCK IS A NO BRAINER NOW.

In this post, I will be breaking down two logistic park owned by this company. Shanghai Fengxian and Chengdu Shuangliu.

In the breakdown below, we can see that in December 2023 the occuapancy rate was 60.3% and 67.8% respectively for Shanghai Fengxian and Chengdu Shuangliu. This occupancy has increased subsequently to 100% and 90.7% in December 2024.

The net impact of the decrease in occupany in Shanghai Fengxian and increase in occupany in Chengdu Shuangliu is 33.7mil RMB in net property income (refer to last image 2023 vs 2024 logistoc park revenue). This would mean that we would expect an increase of at least 33.7mil if the company is able to rent out at a similar price previously. This would translate to and increase of income (dpu) of around 3%, if all else stays constant.

Another thing to note is the issuancance of new bonds at a low rate of 2.88% would also means lower cost of debt and higher dpu.

With all the estimates above, I would assume that CLCT is able to sustain or increase DPU of around 5.7 to 5.8 cents for the year of 2025. This brings the distribution yield to around 9.5% per annum at current price of 0.605 per unit.

REITs Opportunities

Are there any opportunities for Real Estate Investment Trust (REIT) in the current market? What do you think of this product? Share with others here!

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Comments

snoozii
04-14
snoozii
Great analysis
SPOT_ON
04-14
SPOT_ON
great job !

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Shanghai Fengxian and Chengdu Shuangliu.</p>\n<p>In the breakdown below, we can see that in December 2023 the occuapancy rate was 60.3% and 67.8% respectively for Shanghai Fengxian and Chengdu Shuangliu. This occupancy has increased subsequently to 100% and 90.7% in December 2024.</p>\n<p>The net impact of the decrease in occupany in Shanghai&nbsp;Fengxian and increase in occupany in Chengdu Shuangliu is 33.7mil RMB in net property income&nbsp;(refer to last image&nbsp;2023 vs 2024 logistoc park revenue). This would mean that we would expect an increase of at least 33.7mil if the company is able to rent out at a similar price previously. This would translate to and increase of income (dpu) of around 3%, if all else stays constant.</p>\n<p><br></p>\n<p>Another thing to note is the issuancance of new bonds at a low rate of 2.88% would also means lower cost of debt and higher dpu.</p>\n<p>With all the estimates above, I would assume that CLCT is able to sustain or increase DPU of around 5.7&nbsp; to 5.8 cents for the year of 2025. 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This occupancy has increased subsequently to 100% and 90.7% in December 2024.</p>\n<p>The net impact of the decrease in occupany in Shanghai&nbsp;Fengxian and increase in occupany in Chengdu Shuangliu is 33.7mil RMB in net property income&nbsp;(refer to last image&nbsp;2023 vs 2024 logistoc park revenue). This would mean that we would expect an increase of at least 33.7mil if the company is able to rent out at a similar price previously. This would translate to and increase of income (dpu) of around 3%, if all else stays constant.</p>\n<p><br></p>\n<p>Another thing to note is the issuancance of new bonds at a low rate of 2.88% would also means lower cost of debt and higher dpu.</p>\n<p>With all the estimates above, I would assume that CLCT is able to sustain or increase DPU of around 5.7&nbsp; to 5.8 cents for the year of 2025. This brings the distribution yield to around 9.5% per annum at current price of 0.605 per unit.</p><img src=\"https://community-static.tradeup.com/news/e08482e0eaf174add0b357f342cd142f\" tg-width=\"946\" tg-height=\"478\"><img src=\"https://community-static.tradeup.com/news/dcadc061d8b29f93f7183accbb98b2f9\" tg-width=\"1208\" tg-height=\"539\"><img src=\"https://community-static.tradeup.com/news/3111a2d890388ad68bfc554098fb33fe\" tg-width=\"957\" tg-height=\"483\"></body></html>","text":"$CapLand China T(AU8U.SI)$ WHY BUYING THIS STOCK IS A NO BRAINER NOW. In this post, I will be breaking down two logistic park owned by this company. Shanghai Fengxian and Chengdu Shuangliu. In the breakdown below, we can see that in December 2023 the occuapancy rate was 60.3% and 67.8% respectively for Shanghai Fengxian and Chengdu Shuangliu. This occupancy has increased subsequently to 100% and 90.7% in December 2024. The net impact of the decrease in occupany in Shanghai Fengxian and increase in occupany in Chengdu Shuangliu is 33.7mil RMB in net property income (refer to last image 2023 vs 2024 logistoc park revenue). This would mean that we would expect an increase of at least 33.7mil if the company is able to rent out at a similar price previously. This would translate to and increase of income (dpu) of around 3%, if all else stays constant. Another thing to note is the issuancance of new bonds at a low rate of 2.88% would also means lower cost of debt and higher dpu. With all the estimates above, I would assume that CLCT is able to sustain or increase DPU of around 5.7 to 5.8 cents for the year of 2025. 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