Research from SooChow CSSD Capital Markets (Asia), SCCM Asia Research

SCCM Asia Research

Research from SooChow CSSD Capital Markets (Asia)

Headquartered in Singapore, SooChow CSSD Capital Markets (Asia) is an investment bank focusing on emerging growth companies across Asia, providing a full suite of investment banking services, including corporate finance, mergers and acquisitions advisory, equity capital markets, institutional equities sales and trading and equities research.

SooChow CSSD Capital Markets (Asia)

Thematic (Sector/Industry)

<ul>
<li>
<a href="https://www.smartkarma.com/entities/capitaland-investment-ltd-si" target="_blank" data-smartkarma-citation="entities:33774" rel="noopener">CapitaLand Investment (CLI SP)</a> establishes its first onshore RMB fund in China</li>
<li>
<a href="https://www.smartkarma.com/entities/ireit-global" target="_blank" data-smartkarma-citation="entities:10596" rel="noopener">IREIT Global (IREIT SP)</a> secured 12-year major new lease at Sant Cugat Green</li>
<li>Tender for High Point enbloc sale to close on 28Jul22 as interest from developers picked up</li>
</ul>



CapitaLand Investment (CLI SP) establishes its first onshore RMB fund in China

IREIT Global (IREIT SP) secured 12-year major new lease at Sant Cugat Green
Tender for High Point enbloc sale to close on 28Jul22 as interest from developers picked up


ASEAN Builder's Scoop (22Jun22) - CLI Establishes First Onshore RMB Fund

<ul><li><a href="https://www.smartkarma.com/entities/capitaland-investment-ltd-si" target="_blank" data-smartkarma-citation="entities:33774" rel="noopener">CapitaLand Investment (CLI SP)</a> acquires 22-storey office tower in Melbourne’s CBD</li><li><a href="https://www.smartkarma.com/entities/yanlord-land-group-ltd" target="_blank" data-smartkarma-citation="entities:14152" rel="noopener">Yanlord Land (YLLG SP)'</a>s contracted pre-sales down 70% to RMB1.1bn in May22</li><li>More short-term lease sites to be released as Govt studies impact of flexi-work arrangements</li></ul>

CapitaLand Investment (CLI SP) acquires 22-storey office tower in Melbourne’s CBDYanlord Land (YLLG SP)'s contracted pre-sales down 70% to RMB1.1bn in May22More short-term lease sites to be released as Govt studies impact of flexi-work arrangements

ASEAN Builder's Scoop (7Jun22) - CLI Acquires Office Tower in Melbourne

<ul><li><a href="https://www.smartkarma.com/entities/ioi-properties-group-bhd" target="_blank" data-smartkarma-citation="entities:18876" rel="noopener">IOI Properties Group (IOIPG MK)</a> Central Boulevard office to receive TOP in 3Q23</li><li>Mapletree Investment posted 6.2% YoY rise in FY22; AUM grew ~19% YoY to S$78.7bn</li><li>Nearly half of <a href="https://www.smartkarma.com/entities/capitaland-investment-ltd-si" target="_blank" data-smartkarma-citation="entities:33774" rel="noopener">CapitaLand Investment (CLI SP)</a> global portfolio is green building-certified</li></ul>

IOI Properties Group (IOIPG MK) Central Boulevard office to receive TOP in 3Q23Mapletree Investment posted 6.2% YoY rise in FY22; AUM grew ~19% YoY to S$78.7bnNearly half of CapitaLand Investment (CLI SP) global portfolio is green building-certified

ASEAN Builder's Scoop (1Jun22) - IOIP Central Boulevard Office to TOP in 3Q23

<ul><li><a href="https://www.smartkarma.com/entities/capitaland-investment-ltd-si" target="_blank" data-smartkarma-citation="entities:33774" rel="noopener">CapitaLand Investment (CLI SP)</a> 1Q22 Business Updates – FUM flat QoQ but lodging business picking up the slacks</li><li><a href="https://www.smartkarma.com/entities/sasseur-reit" target="_blank" data-smartkarma-citation="entities:26807" rel="noopener">Sasseur REIT (SASSR SP)</a> 1Q22 DPU +3.6% YoY; Weathering the storm with robust occupancy</li><li><a href="https://www.smartkarma.com/entities/bhg-retail-reit" target="_blank" data-smartkarma-citation="entities:21021" rel="noopener">BHG Retail REIT (BHGREIT SP)</a> 1Q22 Business Updates – Steady and robust occupancy</li></ul>

CapitaLand Investment (CLI SP) 1Q22 Business Updates – FUM flat QoQ but lodging business picking up the slacksSasseur REIT (SASSR SP) 1Q22 DPU +3.6% YoY; Weathering the storm with robust occupancyBHG Retail REIT (BHGREIT SP) 1Q22 Business Updates – Steady and robust occupancy

ASEAN Builder's Scoop (12May22) - CLI Flat FUM but Lodging Picking Up

<ul><li><a href="https://www.smartkarma.com/entities/yanlord-land-group-ltd" target="_blank" data-smartkarma-citation="entities:14152" rel="noopener">Yanlord Land (YLLG SP)</a> Mar22 contracted pre-sales rose 0.8% YoY; 1Q22 presales down 11.4% YoY </li><li><a href="https://www.smartkarma.com/entities/las-vegas-sands-corp" target="_blank" data-smartkarma-citation="entities:807" rel="noopener">Las Vegas Sands (LVS US)</a> given one more year to begin construction of its S$4.5bn Marina Bay Sands extension</li><li><a href="https://www.smartkarma.com/entities/capitaland-investment-ltd-si" target="_blank" data-smartkarma-citation="entities:33774" rel="noopener">Capitaland Investment (CLI SP)</a> to issue S$400m worth of fixed rate notes at 3.33% due 2027</li></ul>

Yanlord Land (YLLG SP) Mar22 contracted pre-sales rose 0.8% YoY; 1Q22 presales down 11.4% YoY Las Vegas Sands (LVS US) given one more year to begin construction of its S$4.5bn Marina Bay Sands extensionCapitaland Investment (CLI SP) to issue S$400m worth of fixed rate notes at 3.33% due 2027

ASEAN Builder's Scoop (7Apr22) - YLLG Mar22 Presales Inched up 0.8% YoY

Singapore

CapitaLand Investment Limited (CLI) is a global real estate investment manager with the aim to scale its FUM and fee-related earnings through its full stack of investment management and operating capabilities. The Company's portfolio of integrated developments, retail, office, lodging and new economy assets are either owned/managed directly or through its fund management platform.

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CapitaLand Investment /Sing (CLI SP)

ASEAN Builder's Scoop (22Jun22) - CLI Establishes First Onshore RMB Fund

IREIT secures new 12yr lease in Spain; High Point enbloc closing on 28Jul; Phils banks' RE exposure rises; CLI debuts on bond market; TTJ invests...

SCCM Asia Research

ASEAN Builder's Scoop (7Jun22) - CLI Acquires Office Tower in Melbourne

YLLG's pre-sales down 70% in May22; Gov't to release commercial sites with 15-30 year lease tenures; Paya Lebar Air Base to be redeveloped; BKSL to...

SCCM Asia Research

ASEAN Builder's Scoop (1Jun22) - IOIP Central Boulevard Office to TOP in 3Q23

Mapletree Investment AUM +19% YoY to S$78.7bn; CLI ~48% of portfolio is green-certified; HOUSE 1Q22 earnings +22% YoY; BSP sees inflation above 5%

SCCM Asia Research

ASEAN Builder's Scoop (12May22) - CLI Flat FUM but Lodging Picking Up

SASSR weathering the storm; BHGREIT robust occupancy; CERT office remains weak; IREIT active leasing ongoing; PRIME slowing reversions; DHLT steady...

SCCM Asia Research

ASEAN Builder's Scoop (7Apr22) - YLLG Mar22 Presales Inched up 0.8% YoY

YLLG Mar22 Presales Inched up 0.8% YoY; LVS given a year's grace for MBS extension; SMPH's to open newest mall in Roxas City; MGSB's M Arisa sees...

SCCM Asia Research

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