Capitaland Investment

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(26-03-2021, 04:20 PM)Clement Wrote: Would keeping the assets and liabilities of the REITs on its consolidated balance sheet present a more accurate picture of CLIM's economic performance? CLIM's business model is not really to invest in property, it is to provide investment management services to funds which invest in varying real estate assets around the world. While it does co-invest in the funds it manages, the company will generally prefer to invest as little as possible as investment managers are appraised on their distributable earnings. I would argue that the deconsolidation, if pursued, does provide a more accurate view of the performance of the business.

Regarding the marketing aspects, wouldn't it be an asset for an investment management company to have "best in class" marketing capabilities for investment products? It's shares form part of its offerings in the market, together with its other investment products. I would argue the opposite, that management of companies which are deeply undervalued due to their failure to engage with the market effectively, are doing their shareholders a disservice.

Actually it doesn't matter whether REITs/ private funds are consolidated or as financial assets, the weight of these $13B(taken from presentation) will be weighting on the resources and return as well, same for $10B investment properties. What will be the weight of fund management, 5% of 114B = $6B maybe but I don’t know but the number say each portion is heavy.
 
In long term, I hardly find a company that is doing well and doesn’t reflect in their share price and the reverse is also true. Ben Paul article from BT say it quite nicely about Capitaland but I would say look back longer, say 20 years. Current CEO is doing his 2nd corporate actions. For better or worse. First paying a premium to buy businesses from majority shareholder and 2nd selling a segment to majority shareholder at a discount.
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Messages In This Thread
Capitaland Investment - by Musicwhiz - 27-04-2011, 07:05 AM
RE: Capitaland Limited - by Thriftville - 28-04-2011, 08:39 AM
RE: Capitaland Limited - by Musicwhiz - 28-04-2011, 09:42 AM
RE: Capitaland Limited - by Musicwhiz - 03-06-2011, 08:01 AM
RE: Capitaland Limited - by momoeagle - 08-06-2011, 03:59 PM
RE: Capitaland Limited - by Musicwhiz - 08-06-2011, 05:43 PM
RE: Capitaland Limited - by momoeagle - 08-06-2011, 05:47 PM
RE: Capitaland Limited - by corydorus - 08-06-2011, 07:04 PM
RE: Capitaland Limited - by momoeagle - 08-06-2011, 11:50 PM
RE: Capitaland Limited - by Nick - 08-06-2011, 07:15 PM
RE: Capitaland Limited - by steven - 18-06-2011, 10:09 AM
RE: Capitaland Limited - by touzi - 19-06-2011, 09:40 PM
RE: Capitaland Limited - by Musicwhiz - 22-06-2011, 05:31 AM
RE: Capitaland Limited - by Musicwhiz - 06-08-2011, 04:35 AM
RE: Capitaland Limited - by dydx - 29-11-2011, 01:05 PM
RE: Capitaland Limited - by touzi - 29-11-2011, 10:05 PM
RE: Capitaland Limited - by Musicwhiz - 30-11-2011, 10:30 AM
RE: Capitaland Limited - by dydx - 30-11-2011, 11:29 AM
RE: Capitaland Limited - by touzi - 30-11-2011, 11:03 PM
RE: Capitaland Limited - by mrEngineer - 01-12-2011, 12:58 PM
RE: Capitaland Limited - by WolfT - 01-12-2011, 11:36 AM
RE: Capitaland Limited - by dydx - 01-12-2011, 08:00 PM
RE: Capitaland Limited - by pianist - 05-11-2012, 11:38 PM
RE: Capitaland Limited - by ValueBeliever - 06-11-2012, 09:35 PM
RE: Capitaland Limited - by Musicwhiz - 30-11-2012, 07:43 AM
RE: Capitaland Limited - by WolfT - 30-11-2012, 08:11 AM
RE: Capitaland Limited - by Musicwhiz - 30-11-2012, 09:00 AM
RE: Capitaland Limited - by WolfT - 30-11-2012, 09:35 AM
RE: Capitaland Limited - by freedom - 30-11-2012, 09:39 AM
RE: Capitaland Limited - by money - 30-11-2012, 09:46 AM
RE: Capitaland Limited - by WolfT - 30-11-2012, 09:55 AM
RE: Capitaland Limited - by money - 30-11-2012, 10:16 AM
RE: Capitaland Limited - by ValueBeliever - 30-11-2012, 11:22 AM
RE: Capitaland Limited - by Musicwhiz - 30-11-2012, 12:10 PM
RE: Capitaland Limited - by WolfT - 30-11-2012, 12:13 PM
RE: Capitaland Limited - by money - 30-11-2012, 02:27 PM
RE: Capitaland Limited - by soros - 02-12-2012, 02:43 PM
RE: Capitaland Limited - by WolfT - 02-12-2012, 04:04 PM
RE: Capitaland Limited - by Musicwhiz - 27-04-2013, 10:22 AM
RE: Capitaland Limited - by Behappyalways - 14-09-2013, 02:35 PM
RE: Capitaland Limited - by CY09 - 14-09-2013, 02:52 PM
RE: Capitaland Limited - by smallcaps - 14-09-2013, 03:23 PM
RE: Capitaland Limited - by CY09 - 14-09-2013, 03:27 PM
RE: Capitaland Limited - by Behappyalways - 14-09-2013, 06:48 PM
RE: Capitaland Limited - by arthur - 14-09-2013, 06:14 PM
Re: RE: Capitaland Limited - by smallcaps - 15-09-2013, 12:22 PM
RE: Capitaland Limited - by Behappyalways - 18-09-2013, 11:52 AM
Re: RE: Capitaland Limited - by smallcaps - 18-09-2013, 12:00 PM
RE: Capitaland Limited - by stalknewbie - 19-09-2013, 03:41 PM
RE: Capitaland Limited - by stalknewbie - 20-09-2013, 08:55 AM
RE: Capitaland Limited - by felixleong - 20-09-2013, 10:32 AM
RE: Capitaland Limited - by stalknewbie - 26-09-2013, 10:07 AM
RE: Capitaland Limited - by mkmk - 18-10-2013, 09:27 PM
RE: Capitaland - by CityFarmer - 29-11-2013, 10:18 PM
RE: Capitaland - by CityFarmer - 09-12-2013, 04:55 PM
RE: Capitaland - by CityFarmer - 11-12-2013, 09:43 PM
RE: Capitaland - by cyc - 12-12-2013, 01:17 PM
RE: Capitaland - by Behappyalways - 12-12-2013, 01:50 PM
RE: Capitaland - by GPD - 12-12-2013, 10:13 PM
RE: Capitaland - by ValueBeliever - 12-02-2014, 09:30 AM
RE: Capitaland - by arriyana - 12-02-2014, 10:47 AM
RE: Capitaland - by ValueBeliever - 15-02-2014, 11:08 AM
RE: Capitaland - by freedom - 15-02-2014, 11:19 AM
RE: Capitaland - by greengiraffe - 28-02-2014, 11:21 PM
RE: Capitaland - by Stocker - 28-02-2014, 11:41 PM
RE: Capitaland - by starcraft_76 - 16-03-2014, 05:44 PM
RE: Capitaland - by starcraft_76 - 16-03-2014, 06:01 PM
RE: Capitaland - by CityFarmer - 19-03-2014, 04:46 PM
RE: Capitaland - by BlueKelah - 19-03-2014, 06:57 PM
RE: Capitaland - by MINX - 19-03-2014, 09:21 PM
RE: Capitaland - by greengiraffe - 25-03-2014, 04:02 PM
RE: Capitaland - by greengiraffe - 27-03-2014, 02:06 PM
RE: Capitaland - by MINX - 27-03-2014, 11:57 PM
RE: Capitaland - by CityFarmer - 28-03-2014, 09:27 AM
RE: Capitaland - by CityFarmer - 28-03-2014, 03:01 PM
RE: Capitaland - by kayhian - 14-04-2014, 07:09 PM
RE: Capitaland - by piggo - 14-04-2014, 10:37 PM
Capitaland - by ksir - 14-04-2014, 11:07 PM
RE: Capitaland - by piggo - 14-04-2014, 11:35 PM
Capitaland - by ksir - 14-04-2014, 11:42 PM
RE: Capitaland - by kayhian - 14-04-2014, 11:52 PM
RE: Capitaland - by specuvestor - 15-04-2014, 10:59 AM
RE: Capitaland - by ksir - 15-04-2014, 11:23 AM
Capitaland - by ksir - 14-04-2014, 11:56 PM
RE: Capitaland - by piggo - 14-04-2014, 11:58 PM
RE: Capitaland - by MINX - 15-04-2014, 09:31 AM
RE: Capitaland - by kayhian - 15-04-2014, 10:53 AM
RE: Capitaland - by specuvestor - 15-04-2014, 02:28 PM
Re: Capitaland - by momoeagle - 15-04-2014, 08:20 PM
RE: Capitaland - by greengiraffe - 23-04-2014, 08:51 PM
RE: Capitaland - by greengiraffe - 26-04-2014, 10:39 AM
RE: Capitaland - by kayhian - 07-06-2014, 06:27 AM
RE: Capitaland - by kayhian - 12-06-2014, 11:10 PM
RE: Capitaland - by MINX - 13-06-2014, 01:42 PM
RE: Capitaland - by AlphaQuant - 13-06-2014, 04:09 PM
RE: Capitaland - by MINX - 13-06-2014, 11:45 PM
RE: Capitaland - by thor666 - 14-06-2014, 12:04 AM
RE: Capitaland - by em2nre5u - 15-06-2014, 12:37 PM
RE: Capitaland - by greengiraffe - 03-07-2014, 08:10 AM
RE: Capitaland - by CityFarmer - 03-07-2014, 09:12 AM
RE: Capitaland - by kayhian - 03-07-2014, 10:24 AM
RE: Capitaland - by Shrivathsa - 31-07-2014, 03:26 PM
RE: Capitaland - by CityFarmer - 05-08-2014, 11:36 AM
RE: Capitaland - by specuvestor - 11-08-2014, 08:14 AM
RE: Capitaland - by greengiraffe - 23-09-2014, 06:28 AM
RE: Capitaland - by kazukirai - 17-10-2014, 10:27 AM
RE: Capitaland - by Ben - 17-10-2014, 10:50 AM
RE: Capitaland - by brattzz - 17-10-2014, 03:25 PM
Capitaland - by opmi - 17-10-2014, 05:07 PM
RE: Capitaland - by greengiraffe - 17-10-2014, 08:58 PM
RE: Capitaland - by greengiraffe - 23-10-2014, 11:20 PM
RE: Capitaland - by greengiraffe - 24-10-2014, 06:28 AM
RE: Capitaland - by MINX - 24-10-2014, 04:27 PM
RE: Capitaland - by greengiraffe - 24-10-2014, 06:33 PM
RE: Capitaland - by greengiraffe - 24-10-2014, 06:29 AM
RE: Capitaland - by CY09 - 26-10-2014, 08:43 AM
RE: Capitaland - by greengiraffe - 26-10-2014, 08:52 AM
RE: Capitaland - by greengiraffe - 14-11-2014, 07:35 AM
RE: Capitaland - by greengiraffe - 18-11-2014, 07:44 AM
RE: Capitaland - by greengiraffe - 06-12-2014, 08:18 AM
RE: Capitaland - by crabcrab - 23-01-2015, 07:59 PM
RE: Capitaland - by BlueKelah - 24-01-2015, 09:33 AM
RE: Capitaland - by greengiraffe - 25-06-2015, 07:28 AM
RE: Capitaland - by greengiraffe - 15-07-2015, 12:15 AM
RE: Capitaland - by MINX - 15-07-2015, 10:43 AM
RE: Capitaland - by greengiraffe - 15-07-2015, 12:18 PM
RE: Capitaland - by CityFarmer - 03-08-2015, 10:38 AM
RE: Capitaland - by CityFarmer - 03-08-2015, 03:57 PM
RE: Capitaland - by greengiraffe - 28-10-2015, 07:13 AM
RE: Capitaland - by CityFarmer - 28-10-2015, 09:59 AM
RE: Capitaland - by greengiraffe - 28-10-2015, 10:14 AM
RE: Capitaland - by CityFarmer - 28-10-2015, 10:29 AM
RE: Capitaland - by greengiraffe - 28-10-2015, 11:48 AM
RE: Capitaland - by jjlim84 - 28-10-2015, 10:19 AM
RE: Capitaland - by greengiraffe - 05-11-2015, 07:07 AM
RE: Capitaland - by greengiraffe - 06-11-2015, 08:31 AM
RE: Capitaland - by greengiraffe - 18-11-2015, 10:03 AM
RE: Capitaland - by snapsnap - 20-11-2015, 03:01 PM
RE: Capitaland - by Boon - 07-01-2016, 10:04 AM
RE: Capitaland - by cyclone - 03-08-2017, 02:04 PM
RE: Capitaland - by cyclone - 06-09-2017, 02:04 PM
RE: Capitaland - by cyclone - 06-01-2018, 02:17 PM
RE: Capitaland - by cyclone - 14-08-2018, 04:43 PM
RE: Capitaland - by cyclone - 17-08-2018, 02:59 PM
RE: Capitaland - by cyclone - 18-09-2018, 12:48 PM
RE: Capitaland - by cyclone - 17-07-2019, 05:30 PM
RE: Capitaland - by cyclone - 01-11-2019, 02:30 PM
RE: Capitaland - by cyclone - 20-11-2019, 06:26 PM
ppt update Capitaland - by ¯|_(ツ)_/¯ - 13-05-2020, 06:43 AM
RE: Capitaland - by ¯|_(ツ)_/¯ - 22-05-2020, 07:32 AM
Digital platform Capitaland - by ¯|_(ツ)_/¯ - 15-06-2020, 08:30 AM
NOM eAGM: Capitaland - by ¯|_(ツ)_/¯ - 01-07-2020, 08:53 AM
Profit Warning: Capitaland - by ¯|_(ツ)_/¯ - 06-07-2020, 08:39 AM
1H Result: Capitaland - by ¯|_(ツ)_/¯ - 24-07-2020, 08:44 AM
Building ITPC: Capitaland - by ¯|_(ツ)_/¯ - 28-07-2020, 08:09 AM
RE: Capitaland - by ¯|_(ツ)_/¯ - 10-08-2020, 11:09 PM
RE: Capitaland - by ¯|_(ツ)_/¯ - 21-08-2020, 09:11 AM
Innovation@Capitaland - by ¯|_(ツ)_/¯ - 07-09-2020, 08:15 AM
RE: Capitaland - by ¯|_(ツ)_/¯ - 17-09-2020, 08:43 AM
RE: Capitaland - by ¯|_(ツ)_/¯ - 21-10-2020, 08:11 AM
RE: Capitaland - by ¯|_(ツ)_/¯ - 03-11-2020, 10:43 PM
RE: Capitaland - by ¯|_(ツ)_/¯ - 01-12-2020, 08:31 AM
RE: Capitaland - by ongweehiang - 23-03-2021, 09:46 AM
RE: Capitaland - by specuvestor - 23-03-2021, 10:33 AM
RE: Capitaland - by ongweehiang - 23-03-2021, 10:57 AM
RE: Capitaland - by specuvestor - 23-03-2021, 06:15 PM
RE: Capitaland - by r0n - 24-03-2021, 10:32 AM
RE: Capitaland - by donmihaihai - 24-03-2021, 12:20 PM
RE: Capitaland - by ghchua - 25-03-2021, 12:53 PM
RE: Capitaland - by Clement - 24-03-2021, 01:39 PM
RE: Capitaland - by desmondxyz - 24-03-2021, 02:31 PM
RE: Capitaland - by Big Toe - 24-03-2021, 04:42 PM
RE: Capitaland - by Raks - 24-03-2021, 07:12 PM
RE: Capitaland - by specuvestor - 25-03-2021, 10:57 AM
RE: Capitaland - by donmihaihai - 25-03-2021, 12:27 PM
RE: Capitaland - by donmihaihai - 25-03-2021, 02:14 PM
RE: Capitaland - by Clement - 25-03-2021, 03:18 PM
RE: Capitaland - by r0n - 26-03-2021, 11:04 AM
RE: Capitaland - by Clement - 26-03-2021, 11:24 AM
RE: Capitaland - by r0n - 26-03-2021, 12:19 PM
RE: Capitaland - by Clement - 26-03-2021, 12:47 PM
RE: Capitaland - by Corgitator - 26-03-2021, 01:06 PM
RE: Capitaland - by ongweehiang - 26-03-2021, 11:01 PM
RE: Capitaland - by donmihaihai - 26-03-2021, 01:55 PM
RE: Capitaland - by Clement - 26-03-2021, 04:20 PM
RE: Capitaland - by Shiyi - 26-03-2021, 07:54 PM
RE: Capitaland - by donmihaihai - 29-03-2021, 09:37 AM
RE: Capitaland - by Clement - 29-03-2021, 03:47 PM
RE: Capitaland - by donmihaihai - 29-03-2021, 05:45 PM
RE: Capitaland - by doremifatso - 13-04-2021, 11:00 AM
RE: Capitaland - by weijian - 28-04-2021, 01:28 PM
RE: Capitaland - by Reenat - 29-04-2021, 10:09 AM
RE: Capitaland - by r0n - 29-04-2021, 07:31 PM
RE: Capitaland - by weijian - 31-05-2021, 06:06 PM
RE: Capitaland - by ¯|_(ツ)_/¯ - 29-06-2021, 08:50 AM
RE: Capitaland - by weijian - 03-11-2022, 09:43 AM
RE: Capitaland - by ¯|_(ツ)_/¯ - 01-07-2021, 07:38 AM
RE: Capitaland - by EnSabahNur - 22-07-2021, 07:00 PM
RE: Capitaland - by ¯|_(ツ)_/¯ - 23-07-2021, 08:52 AM
RE: Capitaland - by becks - 05-08-2021, 04:26 PM
RE: Capitaland - by ghchua - 05-08-2021, 05:06 PM
RE: Capitaland - by ¯|_(ツ)_/¯ - 13-08-2021, 06:49 AM
RE: Capitaland - by ¯|_(ツ)_/¯ - 16-09-2021, 07:49 PM
RE: Capitaland - by ¯|_(ツ)_/¯ - 21-09-2021, 08:36 AM
RE: Capitaland Investment Management - by weijian - 19-12-2022, 08:42 PM
RE: Capitaland Investment Management - by weijian - 29-12-2022, 02:23 PM
RE: Capitaland Investment Management - by CY09 - 12-01-2023, 06:43 PM
RE: Capitaland Investment Management - by weijian - 22-02-2023, 11:21 AM
RE: Capitaland Investment Management - by weijian - 10-11-2023, 02:56 PM
RE: Capitaland Investment Management - by weijian - 08-07-2024, 10:59 AM
RE: Capitaland Investment Management - by weijian - 21-12-2023, 12:28 PM
RE: Capitaland Investment Management - by weijian - 07-02-2024, 10:18 AM
RE: Capitaland Investment Management - by weijian - 10-02-2024, 03:09 PM
RE: Capitaland Investment Management - by weijian - 11-02-2024, 12:17 PM
RE: Capitaland Investment Management - by weijian - 20-04-2024, 03:21 PM
RE: Capitaland Investment Management - by CY09 - 20-04-2024, 03:34 PM
RE: Capitaland Investment Management - by weijian - 22-04-2024, 12:10 PM
RE: Capitaland Investment Management - by weijian - 27-06-2024, 08:46 PM
RE: Capitaland Investment - by weijian - 30-08-2024, 11:05 PM
RE: Capitaland Investment - by weijian - 01-10-2024, 07:02 AM
RE: Capitaland Investment - by Shiyi - 01-10-2024, 12:54 PM
RE: Capitaland Investment - by owq - 01-10-2024, 02:03 PM
RE: Capitaland Investment - by weijian - 01-10-2024, 02:11 PM
RE: Capitaland Investment - by EnSabahNur - 25-11-2024, 11:24 PM
RE: Capitaland Investment - by EnSabahNur - 25-11-2024, 11:26 PM
RE: Capitaland Investment - by weijian - 20-12-2024, 11:06 AM
RE: Capitaland Investment - by tonylim - 15-02-2025, 07:26 PM
RE: Capitaland Investment - by CY09 - 15-02-2025, 07:57 PM
RE: Capitaland Investment - by weijian - 16-02-2025, 01:02 PM
RE: Capitaland Investment - by tonylim - 16-02-2025, 04:18 PM
RE: Capitaland Investment - by tonylim - 02-03-2025, 02:09 PM
RE: Capitaland Investment - by weijian - 04-03-2025, 09:38 AM
RE: Capitaland Investment - by weijian - 21-05-2025, 09:46 AM
RE: Fraser & Neave (F & N) - by weijian - 08-04-2024, 12:13 PM

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