$CapLand China T(AU8U.SI)$  Improvement in retail occupacy in Q3, has ocupany of 97.9% in Q3 2024. Retail makes up 76.3% of its asset under management. Remaining 23.7% belong to business parks and logistics parks(not the best occupany rate range from 70% to as high as 90%++). However, combining all the different type of assets the average occupancy rate is pretty good. It is yielding 8% dividend at current price. Exposure to China in 2025 to benefit from their stimulus. The price of this REITS is at a major support level based on technical charting.  However, please note that around 34% of leases is ending in 2025 and rental income will depend on the renewal. But overall, it is a buy recom

$CapLand China T(AU8U.SI)$   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

$CapLand China T(AU8U.SI)$  With Capitaland China renting out the land that they failed to rent out last year. Capitaland china is poised to report an increasd for earnings of around 6%. bring the curent DPU yield to more than 10%. based on cureent price of 0.57 SGD. Really a good apportunity to buy in, in my opinions!