東南亞最大房地產開發商收入漲了34%

$凱德集團(C31.SI)$ CAPITALAND 是東南亞最大房地產開發商,一共管理價值爲1387億新元的房產資產。凱德的關鍵市場是新加坡和中國大陸。公司也在其他的東南亞國家,歐盟,澳洲和美國有房產投資項目。在大陸凱德集團的品牌名叫來福士和凱德MALL。凱德也運營許多房地產投資信託基金如果中國的$凱德商用中國信託(AU8U.SI)$ 和新加坡的$騰飛房地產信託(A17U.SI)$ [微笑] 

公司今天披露半年財報,關鍵細節如下:

  • 總收入爲27億新元,漲了34%[得意] (在公司收入中,69%是被動管理費收入,31%是開發房產收入)
  • 運營利潤爲17億新元,漲了4X(去年疫情剛開始時,公司業務不好)
  • 淨利潤爲13億新元,張了100X (淨利潤包含房產項目價值波動)
  • 與其他的房地產開發商不一樣的是凱德的財務管理比較保守:總資產爲826億新元並總債務爲434億新元。
  • 股東產權爲392億新元缺目前公司的市值爲213億新元[噴血] 對潛在投資者來說在現在的市值,凱德股票有很大的折扣[得意] 

有任何問題關於新加坡股的話歡迎各位隨時找小虎投資獅城[得意] 


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  • AlvinCWC
    ·2021-08-14
    Since you mentioned capitaland shares have a big discount at the current share price, what’s its intrinsic value?
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  • Eeeche
    ·2021-08-25
    Need to watch out on Evergrade development before I put my money on Capitalland. Will have a tsunami effect if Evergrade cant repay their debt
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  • MengYang
    ·2021-08-25
    please like
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  • Jenjorjack
    ·2021-08-25
    Exciting times for this firm
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  • 甜甜圈大
    ·2021-08-25
    [财迷] [财迷] [财迷]
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  • 入场入场 [财迷]
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  • Albert945
    ·2021-08-25
    被动收入的来源
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  • Chris_3219
    ·2021-08-14
    [鼓掌] [鼓掌]
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  • 不错多一点中文新闻 不然本地股票死气沉沉
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  • MilkTeaBro
    ·2021-08-13
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  • 破破也爱财
    ·2021-08-25
    这篇有意思
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  • Vincentcrx
    ·2021-08-25
    Asset valuation might be overvalued but based on p/e - Metrics is good
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  • 梧妤
    ·2021-08-25
    新加坡和东南亚完全不一样啊
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  • 虎大哥小哥
    ·2021-08-25
    [微笑] [微笑]
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  • Woogy
    ·2021-08-25
    Waiting for lemdlease to go up nia
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  • yinghao94
    ·2021-08-25
    woww niceee
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  • MonkeyApe
    ·2021-08-30
    Like and comment pls
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  • Venture118f
    ·2021-08-28
    Delisting soon… i’ll join in when CLIM is listed
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  • abp
    ·2021-08-27
    Pls likenand comment
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  • tong888
    ·2021-08-26
    Thats quite alot.
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