@Shyon:$CapitaLandInvest(9CI.SI)$ Why I'm Buying CapitaLand Investment (9CI.SI): A High-Conviction Bet on Asia's Real Asset Growth In a volatile global market where asset-light models often chase valuations over value, CapitaLand Investment (SGX: 9CI) stands out as a compelling, resilient, and strategically positioned real asset manager. Here's why I've initiated a position and why I believe it offers both defensive strength and structural upside. 1️⃣ Scalable Asset-Light Model with Recurring Fee Income CapitaLand Investment (CLI) pivoted decisively from a developer-heavy balance sheet to a capital-efficient, asset-light model. Today, it is one of Asia's largest real estate investment managers, with over S$134 billion in real estate assets under m
@Kaixiang:The implementation of the new Vaccinated Travel Framework, otherwise known as reopening, is a positive catalyst for $SINGAPORE AIRLINES LTD(C6L.SI)$. Target price may be in the range of $5.80-$6. Looking at pre-pandemic levels, SIA share price has been on a downtrend, having averagedaround $8.50-$9 in the year prior to the Covid-19 breakout. The intense competition from budget airlines, coupled with the constant price war from other regular airlines, put great pressure on SIA's share price. Before one gets overly optimistic on the magnitude of VTF on SIA's near-term prospects, it is imperative to look at some key aspects driving share prices: revenue, cost, profitRevenue - SIA has shown that passenger capacity