CAPITALAND AND MAPLETREE MERGER

SPOT_ON
2025-11-03

$Mapletree PanAsia Com Tr(N2IU.SI)$  $CapitaLandInvest(9CI.SI)$  

we believe with CLI’s ambitious $200 billion AUM target and need for major share price catalyst there is could be an urgency to get this deal done. Mapletree on the other hand has been facing challenges from its overseas markets and thus in our view maybe more open for such a merger. 

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Comments

  • SPOT_ON
    2025-11-04
    SPOT_ON
    UOB Kay Hian's latest target price for Mapletree Pan Asia Commercial Trust is S$1.86, which was raised from S$1.80 in August 2025. The research report from April 2025 maintained a "BUY" rating
    • SPOT_ON
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  • SPOT_ON
    2025-11-04
    SPOT_ON
    它表示,这两家房地产开发商“最早可能在明年开始为这一进程奠定基础”。

    该报称,这一过程是淡马锡旗下实体最近举措的一部分,旨在评估将其业务发展为更大、更强的全球实体的选择。

    淡马锡控股拥有丰树投资100%的股份和CLI 54%的股份。

    CLI表示,它仍然坚定地致力于为股东创造长期价值,并在日常业务过程中定期探索和评估符合其战略目标的各种投资机会。

    • SPOT_ON
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  • SPOT_ON
    2025-11-04
    SPOT_ON
    //@SPOT_ON: UOB Kay Hian's latest target price for Mapletree Pan Asia Commercial Trust is S$1.86, which was raised from S$1.80 in August 2025. The research report from April 2025 maintained a "BUY" rating
  • SPOT_ON
    2025-11-04
    SPOT_ON
    after sembcorp marine and keppel offshore and marine merger 2 years ago..... now another property mega merger ?
    • SPOT_ON
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  • SPOT_ON
    2025-11-04
    SPOT_ON
    Mapletree pan asia is richly undervalued.. TRADING AT P/E : 11 ONLY ... AND O.8x BOOK VALUE
  • SPOT_ON
    2025-11-03
    SPOT_ON
    very high volume today... something is brewing... waiting for major breakout !
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