ValueBuddies.com : Value Investing Forum - Singapore, Hong Kong, U.S.

Anyone has any views pls, especially on the bolded portion?


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Potential Restructuring Could Crystallise Value. With GuocoLand's share price trading at a P/NAV multiple of just 0.40x and ~4% yield, valuations are attractive. With a growing portfolio of commercial assets, the potential securitisation of GuocoLand’s income-producing portfolio or conversion into a “stapled security” could be a significant catalyst for GuocoLand's share price, with the potential upside ranging from 50% to 100%.

Guocoland - The Best Is Yet To Come (sginvestors.io)
https://sginvestors.io/analysts/research...2023-09-07

Hi CP,
I do not have any view but insiders might have some views. Their views are much better than sell-side analysts.

A minority posted a question to Capitaland Investment some time back and Guocoland was mentioned.
https://youtu.be/UXO4TY-ngmo?t=3065

You can hear the answer from CLI executives yourself (inclusive of the CFO's mangled look towards his colleague before answering the question). But of course, things are dynamic and could change in the next decade!