I opened positions in $CapLand China T(AU8U.SI)$ at a screaming bargain price! I love shopping 🛒🛍️🛍️🛍️🛍️🏬 and who doesn't love a great shopping mall 🏬? Plus there's business and logistics park properties. My awesome 🇸🇬Singapore bro @SPOT_ON talked me into going shopping with him - Again - on this stock. The last time I went shopping with him he made me over 14% on $OUEREIT(TS0U.SI)$ So I'm all in on this shopping trip. Cheers mate! Eh bro, let’s chiong this stock together lah, confirm can make one! 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
Whose coming shopping with us and scooping up this bargain?
CapitaLand China Trust, or CLCT, is a China-focused REIT with a portfolio of nine shopping malls, five business park properties, and four logistics park properties.
The REIT’s unit price has slid 26% year-to-date (YTD) to S$0.68, just a tad higher than its 52-week low of S$0.67.
CLCT reported that gross revenue for 2023 fell by 4.8% year on year to S$364.7 million while net property income (NPI) dipped by 2.9% year on year to S$246.7 million.
Distribution per unit (DPU) tumbled 10.1% year on year to S$0.0674.
The weaker performance was principally because of a weaker exchange rate used to translate revenue and NPI back to Singapore dollars.
In RMB terms, revenue and NPI rose 3.3% and 5.3%, respectively, to RMB 1.9 billion and RMB 1.3 billion.
The REIT sported an occupancy rate of 91.4% as of 31 December 2023.
Its stable of malls saw a strong upsurge in both shopper traffic and tenant sales with China’s full reopening.
Shopper traffic for 2023 shot up nearly 46% year on year while tenant sales improved by 41.5% year on year.
CLCT’s gearing stood at 41.5% with an average cost of debt of 3.57%.
Happy trading ahead! Cheers, BC 🍀
@Tiger_comments @TigerPicks @TigerPM @TigerStars @TigerWire @Daily_Discussion @TigerGPT
Comments
盈利数据：
根据提供的数据，以下是CapLand China T(AU8U.SI)的盈利分析：
2023年总收入同比下降4.8%至3.647亿新元。
净财产收入(NPI)同比下降2.9%至2.467亿新元。
每单位分配(DPU)同比下降10.1%至0.0674新元。
以人民币计，营收及NPI分别上升3.3%及5.3%，至人民币19亿元及人民币13亿元。
财报电话会议：
不幸的是，没有提供有关财报电话会议记录的信息。
财报要点：
没有提供收益报告的具体要点。
相关意见：
我找不到任何专门讨论CapLand China T(AU8U.SI)收益的相关文章或观点。
免责声明：
以上结论仅供参考，不能视为投资建议。建议在作出任何投资决策前，进行进一步的研究和分析。