CapitaLand Investment Limited: Positioned for Significant Growth with Strategic Ambitions and Thematic Investments

CapitaLand Investment Limited (9CI – Research Report), the Real Estate sector company, was revisited by a Wall Street analyst yesterday. Analyst Darren Chan from Phillip Securities maintained a Buy rating on the stock and has a S$3.38 price target.

Darren Chan has given his Buy rating due to a combination of factors that point towards significant growth potential for CapitaLand Investment Limited. The company has set ambitious targets to double its funds under management (FUM) to S$200 billion and operating earnings to over S$1 billion by 2028-2030. This growth is expected to be driven by expanding its REIT platform, accelerating private fund growth, and scaling its lodging and commercial management through both organic expansion and strategic mergers and acquisitions.
Darren Chan’s rating is also influenced by CapitaLand Investment’s strategic focus on portfolio rebalancing and thematic-driven investment strategies. The company is looking to capitalize on demographic shifts, geopolitical disruptions, and digitalization trends, which are expected to create new opportunities in private credit, logistics, and data storage. Furthermore, the company’s investments in regions like India and Southeast Asia, along with its efforts to grow its presence in markets such as Japan, Korea, and Australia, showcase its commitment to enhancing shareholder value through diversified growth avenues.

In another report released on November 25, CGS-CIMB also reiterated a Buy rating on the stock with a S$4.30 price target.

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CapitaLand Investment Limited (9CI) Company Description:

CapitaLand Investment, or CLI, is a Singapore-headquartered real estate investment management company, with operations in 30 countries. After restructuring of the company in 2021, the real estate development capabilities were privatized into CapitaLand Development. CLI retained the funds management, lodging management and real estate investments businesses. CLI’s real estate investments business includes large minority stakes in listed vehicles, and as general partners in private real estate funds. CLI has management rights over the listed vehicles and private funds. The group’s portfolio consists of traditional real estate property types in offices, retail malls, and lodging, and property types benefiting from the new economy in logistics, business parks and data centers.