CapitaMalls Asia   

First Day trading open at $2.30

1.52 is a hard nut to crack

 

OCBC on 14 Feb

http://sg-shares.blogspot.com/2012/02/capitamalls-asia_14.html 

 

Kim Eng on 13 Feb

http://sg-shares.blogspot.com/2012/02/capitamalls-asia_13.html 

 

haiz....go down worry it will go below $1

go up also worry it will issue rights etc...

why like that

 

wow, surprised by tt sudden run. Is this a bad sign?

 

Just because of this, the share price spike up????

 

Kim Eng on CapitaMalls Asia


http://sg-shares.blogspot.com/2012/02/capitamalls-asia.html 

 

CAPITAMALLS ASIA stock has fallen by some 34% from its 52-week high of S$2.01, and recently closed at S$1.32.

In comparison, the Straits Times Index is down by a relatively less severe 10%.

Investors had shunned CapitaMalls Asia shares, fearing that China's property curbs would stiffle its expansion strategy there.

However, uncertain times such as these in fact present opportunities for real estate players with access to funding to accumulate land bank.

 

Notice that there's always a high volume of sellers, but the price still maintain.

Any SIFU think I can still buy this bugger?

 

Company continues to build more shopping malls in major cities and debt borrowings are now so cheap. Existing returns are log in a contractual basis.

Definitely on the long term this counter is a jewel.

Your target price at $1.23 definitely possible in the short term.

 

I remain invested.

alexchia01      ( Date: 27-Dec-2011 00:40) Posted: I hope this time can long CapMallsAsia. Entry: $1.175 Stop-Loss: $1.145 Target: $1.230 More on my Blog at Alex Trades. Good luck.

 

I hope this time can long CapMallsAsia.


Entry: $1.175

Stop-Loss: $1.145

Target: $1.230

More on my Blog at Alex Trades.

Good luck.

 

I think can Buy CapMallsAsia tomorrow, if market allows of course.

Entry: $1.190

Stop-Loss: $1.150

Target: $1.315

More on my Blog at Alex Trades.

Good luck.

 

wangwa      ( Date: 30-Nov-2011 16:21) Posted: Do u still believe all these analyst calls. If u think it is worth your buy, then just buy. If you think it is worth to sell, just sell. I don't go for their calls. They have been telling to buy this and buy that when STI= 3000, then u see what happens now?

 

Do u still believe all these analyst calls. If u think it is worth your buy, then just buy. If you think it is worth to sell, just sell. I don't go for their calls.

They have been telling to buy this and buy that when STI= 3000, then u see what happens now?

 

Lucky not tempted to buy ...

 

CapitaMalls Asia   [ PDF ]

More capex commitments

CMA SP / CMAL.SI   |   UNDERPERFORM - Maintained   |   Share Price S$1.27 - Tgt. S$1.15

Property Devt & Invt   |   - by Donald CHUA

CMA has jointly acquired a mixed development site (25% stake) in Chongqing together with three other parties. While we believe the final product will be iconic, its entry price vs. comparable values suggests little (or no) accretion. Meanwhile, capex needs has risen further. We maintain our Underperform call on CMA with unchanged target price (still on 35% discount to RNAV). We tweak our model and up interest costs and lower EPS for FY13 when more development debt is drawn down. NPI gestation and rising capex commitments remain our concerns.

CapitaMalls Asia   [ PDF ]

More capex commitments

CMA SP / CMAL.SI   |   UNDERPERFORM - Maintained   |   Share Price S$1.27 - Tgt. S$1.15

Property Devt & Invt   |   - by Donald CHUA

CMA has jointly acquired a mixed development site (25% stake) in Chongqing together with three other parties. While we believe the final product will be iconic, its entry price vs. comparable values suggests little (or no) accretion. Meanwhile, capex needs has risen further. We maintain our Underperform call on CMA with unchanged target price (still on 35% discount to RNAV). We tweak our model and up interest costs and lower EPS for FY13 when more development debt is drawn down. NPI gestation and rising capex commitments remain our concerns.

 

looks like it is the acquiring of assets that is worrying fund managers. Something like trying to hatch a chick from an egg. Will it happen?

 

CapitaMalls Asia Ltd. (CMA SP), the owner of shopping malls in Singapore,

Japan, China, India and Malaysia, rose 0.8 percent to S$1.26. 

The company said it agreed with Suzhou Industrial Park Jinji Lake Urban 

Development Co. to develop a shopping mall in Suzhou, China. 

The project will cost 6.7 billion yuan ($1 billion), with the partners 

each contributing half of the investment, it said.

 

Its ipo price of $2.12 is way above market valuation base on expectation of forward earnings due in a few years time if everything is execute according to plan with favorable market conditions. Thus, it has to come down since market turns recently and crisis looming and not to mention one of its major shareholder the Capital Group had paired its stake from > 10% to < 5% in recent months.


Having said that, I still believe that this Pan Asia Shopping Mall developer is a gem waiting to be uncover if you could focus its outlook beyond short - middle term say > 2-3 years from now. I'm vested.

 

Where itstarted from  IPO price and where it is now is such a far cry.

Is it a problem  with a  company that continues to build quality assets and keep on expanding its assets and liabilities that worry fund managers? Of course there are hge risks involved.

 

 

Who unhappy?

whencanchange      ( Date: 23-Jun-2011 13:29) Posted: when i sold all my capmall at 1.89 last time   ,  he sounded unhappy