$CapLand IntCom T(C38U.SI)$ **-To The Moon - Tiger Brokers Online Investing Community - To The Moon

$CapLand IntCom T(C38U.SI)$ **CapitaLand Integrated Commercial Trust (SGX: C38U)** is a strong investment as Singapore's largest commercial REIT, with a high-quality, diversified portfolio of prime retail malls (e.g., Plaza Singapura, Raffles City) and office properties, plus select overseas assets.

**Current price** (mid-March 2026): ~S$2.34, offering a trailing dividend yield of around **4.9-5%** (annual DPU ~S$0.115-0.12, semi-annual payouts, well-covered by earnings).

Key strengths:

- **Scale & stability**: Largest REIT by market cap (~S$17-18B), backed by CapitaLand, with ~97% occupancy and positive rental reversions.

- **Recent performance**: FY2025 showed solid DPU growth (e.g., beats estimates, strong 4Q results), portfolio resilience, and strategic moves like green bond issuance (S$300M in March 2026) for funding.

- **Macro tailwinds**: Easing interest rates improve financing costs and valuation; Singapore's economy supports retail/office demand.

- **Analyst views**: Consensus targets ~S$2.60-2.95 (10-25% upside), with multiple "Buy" ratings from DBS, Maybank, OCBC, etc.

- **Defensive appeal**: Reliable income for long-term holders, sustainable payouts (history since 2002), and lower volatility than smaller peers.

Risks include Singapore concentration and rate sensitivity, but fundamentals remain robust for income-focused investors.

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Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Christianaa
03-17
Christianaa
Solid pick for income! High yield rocks. [财迷]

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There probably are a few potential opportunities that you may have overlooked.","image":"https://community-static.tradeup.com/news/14c89d9656aedb9a4698e7996c575947"}],"images":[{"img":"https://community-static.tradeup.com/news/7b11226346ad799861d8427ede906110","width":"906","height":"1338"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/7b11226346ad799861d8427ede906110","width":"906","height":"1338"}],"title":"","html":"<html><head></head><body><p><a href=\"https://ttm.financial/S/C38U.SI\">$CapLand IntCom T(C38U.SI)$ </a> **CapitaLand Integrated Commercial Trust (SGX: C38U)** is a strong investment as Singapore's largest commercial REIT, with a high-quality, diversified portfolio of prime retail malls (e.g., Plaza Singapura, Raffles City) and office properties, plus select overseas assets.</p>\n<p>**Current price** (mid-March 2026): ~S$2.34, offering a trailing dividend yield of around **4.9-5%** (annual DPU ~S$0.115-0.12, semi-annual payouts, well-covered by earnings).</p>\n<p>Key strengths:</p>\n<p>- **Scale &amp; stability**: Largest REIT by market cap (~S$17-18B), backed by CapitaLand, with ~97% occupancy and positive rental reversions.</p>\n<p>- **Recent performance**: FY2025 showed solid DPU growth (e.g., beats estimates, strong 4Q results), portfolio resilience, and strategic moves like green bond issuance (S$300M in March 2026) for funding.</p>\n<p>- **Macro tailwinds**: Easing interest rates improve financing costs and valuation; Singapore's economy supports retail/office demand.</p>\n<p>- **Analyst views**: Consensus targets ~S$2.60-2.95 (10-25% upside), with multiple \"Buy\" ratings from DBS, Maybank, OCBC, etc.</p>\n<p>- **Defensive appeal**: Reliable income for long-term holders, sustainable payouts (history since 2002), and lower volatility than smaller peers.</p>\n<p>Risks include Singapore concentration and rate sensitivity, but fundamentals remain robust for income-focused investors.</p><img src=\"https://community-static.tradeup.com/news/7b11226346ad799861d8427ede906110\" tg-width=\"906\" tg-height=\"1338\"></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://ttm.financial/S/C38U.SI\">$CapLand IntCom T(C38U.SI)$ </a> **CapitaLand Integrated Commercial Trust (SGX: C38U)** is a strong investment as Singapore's largest commercial REIT, with a high-quality, diversified portfolio of prime retail malls (e.g., Plaza Singapura, Raffles City) and office properties, plus select overseas assets.</p>\n<p>**Current price** (mid-March 2026): ~S$2.34, offering a trailing dividend yield of around **4.9-5%** (annual DPU ~S$0.115-0.12, semi-annual payouts, well-covered by earnings).</p>\n<p>Key strengths:</p>\n<p>- **Scale &amp; stability**: Largest REIT by market cap (~S$17-18B), backed by CapitaLand, with ~97% occupancy and positive rental reversions.</p>\n<p>- **Recent performance**: FY2025 showed solid DPU growth (e.g., beats estimates, strong 4Q results), portfolio resilience, and strategic moves like green bond issuance (S$300M in March 2026) for funding.</p>\n<p>- **Macro tailwinds**: Easing interest rates improve financing costs and valuation; Singapore's economy supports retail/office demand.</p>\n<p>- **Analyst views**: Consensus targets ~S$2.60-2.95 (10-25% upside), with multiple \"Buy\" ratings from DBS, Maybank, OCBC, etc.</p>\n<p>- **Defensive appeal**: Reliable income for long-term holders, sustainable payouts (history since 2002), and lower volatility than smaller peers.</p>\n<p>Risks include Singapore concentration and rate sensitivity, but fundamentals remain robust for income-focused investors.</p><img src=\"https://community-static.tradeup.com/news/7b11226346ad799861d8427ede906110\" tg-width=\"906\" tg-height=\"1338\"></body></html>","text":"$CapLand IntCom T(C38U.SI)$ **CapitaLand Integrated Commercial Trust (SGX: C38U)** is a strong investment as Singapore's largest commercial REIT, with a high-quality, diversified portfolio of prime retail malls (e.g., Plaza Singapura, Raffles City) and office properties, plus select overseas assets. **Current price** (mid-March 2026): ~S$2.34, offering a trailing dividend yield of around **4.9-5%** (annual DPU ~S$0.115-0.12, semi-annual payouts, well-covered by earnings). Key strengths: - **Scale & stability**: Largest REIT by market cap (~S$17-18B), backed by CapitaLand, with ~97% occupancy and positive rental reversions. - **Recent performance**: FY2025 showed solid DPU growth (e.g., beats estimates, strong 4Q results), portfolio resilience, and strategic moves like green bond issuance (S$300M in March 2026) for funding. - **Macro tailwinds**: Easing interest rates improve financing costs and valuation; Singapore's economy supports retail/office demand. - **Analyst views**: Consensus targets ~S$2.60-2.95 (10-25% upside), with multiple \"Buy\" ratings from DBS, Maybank, OCBC, etc. - **Defensive appeal**: Reliable income for long-term holders, sustainable payouts (history since 2002), and lower volatility than smaller peers. 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