【CapMallsAsia JS8U 交流专区】凯德商用产业 CAPITAMALLS ASIA LIMITED

软趴趴

回复 40# PaPerSoldier


    我在2.24买进4张, 想在华人新年套现. 听消息会炒到3.50

PaPerSoldier

回复 41# 软趴趴



别听街头目标价。
如果要投机，要清楚知道自己的profit target, cut loss target，然后严格执行。
有人用闭市价指标，有人用交易量。
赚到目标价差就是投机成功。
用所谓的内幕消息，就是祝好运了。

不过，无论投机或投资，都要注意中国的房地产政策，毕竟中国还是属于政府控制经济的模式。

tankangkai

不懂怎么搞的哦，股价一直往下滑！

PaPerSoldier

回复 43# tankangkai


中国政府最近打出抑制房地产过热的组合拳啊。。。
你难道不知道吗？

还有听说，外国机构为这个ipo护驾（价）的合约期限（一个月）快到了。。。（我听说啦，知道有这种消息还蛮有趣的）

软趴趴

一跌不起啊.

PaPerSoldier

回复 45# 软趴趴



和你的名一样。呵呵。
我是无所谓啦。
我是一票股东而已。成本2.12，放久久 我无所谓。

PaPerSoldier

CAPITAMALLS ASIA - "(1) 2009 FULL YEAR UNAUDITED FINANCIAL STATEMENTS ANNOUNCEMENT; AND (2) CAPITAMALLS ASIA RECORDS MAIDEN YEAR PATMI OF S$388 MILLIOM" * FINANCIAL STATEMENT AND RELATED ANNOUNCEMENT

netrobber

回复 47# PaPerSoldier


    那明天是否大涨？

PaPerSoldier

回复 48# netrobber

不大可能会大起，小起就可能。

PaPerSoldier

CapitaMalls Asia Ltd announced that it had posted profit after tax and minority interests of S$388 million for FY2009. Earnings before interest and tax (EBIT) were S$521 million for FY2009, 74% higher than the S$300 million for FY2008. Revenue under management was S$1,615 million for FY2009, 50% higher than the S$1,078 million for FY2008.

PaPerSoldier

CapitaMalls Asia Ltd announced that it has entered into an agreement with Chengdu Vanke Property Co., Ltd to acquire Meili Mall in Chengdu, China, for RMB459.85 million (S$94.6 million). Including fitting out works, CapitaMalls Asia’s estimated total expenditure on the mall is RMB520 million (S$106.9 million). The mall is part of a mixed-use development, comprising retail and residential components. It is currently being developed by Chengdu Vanke Property and expected to be completed by 2012.

PaPerSoldier

CapitaMalls Asia Limited announced that it has entered into an agreement with CapitaRetail China Development Fund II to acquire an integrated development comprising retail, residential and office components in Chengdu, China, for RMB554.2 million (S$114.0 million).

PaPerSoldier

NOTICE IS HEREBY GIVEN that the Transfer Books and Register of Members of the
Company will be closed on 19 April 2010 for the purposes of determining shareholders’
entitlements to the proposed first and final 1-tier dividend of S$0.01 per share for the year
ended 31 December 2009.
Duly completed and stamped transfers in respect of shares not registered in the name of
The Central Depository (Pte) Limited, together with all relevant documents of title thereto,
received by the Company’s Share Registrar, Boardroom Corporate & Advisory Services Pte.
Ltd., 50 Raffles Place, #32-01 Singapore Land Tower, Singapore 048623 up to 5.00 p.m. on
16 April 2010 will be registered before shareholders’ entitlements to the proposed dividends
are determined.
Shareholders (being depositors) whose securities accounts with The Central Depository
(Pte) Limited are credited with shares as at 5.00 p.m. on 16 April 2010 will be entitled to the
proposed dividends.
The proposed dividends, if approved by shareholders at the forthcoming Annual General
Meeting to be held on 12 April 2010, will be paid on 7 May 2010.

PaPerSoldier

DBS VICKERS SECURITIES

CapitaMalls Asia Limited: BUY S$2.26; Bloomberg: CMA SP
Execution on track, highlights from China malls visit;
Price Target : S$ 2.51
By: MunYee LOCK +65 6398 7972 / Derek TAN +65 6398 7966

·    China growth drivers on track

·    New developments to support medium term expansion

·    Maintain Buy with TP of $2.51


Exploring China malls.  Our site visit to CMA's completed and pre-completed
properties, in Beijing, Tianjin and Sichuan indicate that development
activities are on track. Occupancy of the malls are full or close to, while
rental yields have been improving from initial low single digits to mid
single digits as a result of asset enhancement or repositioning activities.

Malls under development to complete from 2010-13. Of the 50 malls in china,
33 malls are operational and a further 17 new malls are expected to be
ready beyond 2012 including Raffles City Chengdu and Cuiwei, which are
currently under construction, while the Meili and Tianfu projects, which
are newly acquired, will be finished beyond 2011. This will provide a
continuous income stream to underpin rental growth in the medium term as
well as higher revaluation surpluses when the properties are completed. The
latter have been reflected in our RNAV but not in our FY10-12 forecasts.


Maintain Buy, TP $2.51.  Our target price of $2.51 is premised on a 10%
premium to RNAV of $2.28. Notwithstanding the impact of potential for
Chinese currency appreciation to its China exposure, CMA's China portfolio
is expected to grow from the present 30% of portfolio to 38% when fully
completed. In addition, with its lowly geared balance sheet, the group is
well positioned to tap new opportunities in Singapore and overseas. CMA is
currently trading at close to 1.6x P/bk NAV, in line with its nearest peer
Hang Lung Properties.

ginaseetu

CapitaMalls Asia records 1Q 2010 PATMI of S$96.8 million
EBIT of S$110.9 million 174% higher than 1Q 2009

http://capitamallsasia.listedcom ... 5770400475DF1.1.pdf

kelvinkiu

NOTICE IS HEREBY GIVEN that the Transfer Books and Register of Members of the
Company will be close ...
PaPerSoldier 发表于 23-3-2010 10:34 AM

怎么我在SGX的网站里找不到以上的消息呢？
不过0.01sen/per share的股息拿了也好像没拿。
不知中国政府要冷却房屋地产过热的政策会影响到CMA的股价吗。

PaPerSoldier

回复 56# kelvinkiu


quite long time ago liao. 
true. pathetic dividend...not even can cover for brokerage. haha.


其实我还不是很怕。
CMA重点在商场，不是商品房。

ahvyee

CMA is too expensive.. looking into its price to book ratio.. its not worth for investment

普罗旺斯

paper soldier, 归位,归位!

kelvinkiu

之前CapitaMalls Asia突破阻力配合高成交量，股价被炒至$2.30。