CapitaLand Profit Warning! Buy or Avoid?

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  • เผยแพร่เมื่อ 22 พ.ค. 2024
  • In recent news, CapitaLand announced that it expects to report a significant decrease in earnings for FY2023. Why did CapitaLand issue a profit warning, and what is the cause of it? Are the issues temporary or structural? With the stock trading at a multi-year low, is it time to have a look at CapitaLand, or is it a hard avoid? We delve into all of this and more, including our analysis of CapitaLand's intrinsic value, in this episode.
    00:00 Introduction
    01:17 Why did CapitaLand issue a profit warning?
    08:06 Are the issues temporary or structural?
    12:22 CapitaLand's valuation
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ความคิดเห็น • 29

  • @chengcheeseng6389
    @chengcheeseng6389 4 หลายเดือนก่อน +1

    Tks for the detailed analysis. 😊

  • @Vestigexx
    @Vestigexx 4 หลายเดือนก่อน +1

    Thanks for the update!

  • @meldavies9909
    @meldavies9909 4 หลายเดือนก่อน +1

    Thank you for talking through the way you look at valuation. It was very informative and insightful.

  • @makcm1548
    @makcm1548 4 หลายเดือนก่อน

    Well presented and informative. One crucial missing point - CLI has mandate for daily share buy-back. Lately, they’ve been “supporting” their share price. Cumulative no. of shares purchased to-date is 35,390,300 representing 0.69% of the company’s issued shares.

  • @hc5431
    @hc5431 4 หลายเดือนก่อน

    Good one. Compared to someone who gave a very negative view, citing CLI is a residential property developer in China.
    Capitaland Development, the property developer arm, was taken private in 2021, and investors were given about $1.20 of capital return + CICT shares.

  • @jem8965
    @jem8965 4 หลายเดือนก่อน

    Thanks. Love such videos, analyzing companies and their financials. I may not win the prize but hope to see you guys in person one day.

    • @TheFifthPersonChannel
      @TheFifthPersonChannel  4 หลายเดือนก่อน

      Thanks, Jem! Glad you liked it. We'll see you soon!

  • @ths3100
    @ths3100 4 หลายเดือนก่อน

    Thank you, gentlemen. Good solid impartial in-depth analysis as usual. Much appreciated.

  • @byronyip7838
    @byronyip7838 4 หลายเดือนก่อน +7

    thanks for this guys ! could we talk about keppel DC REIT - whether now is a good time to buy? Read the recent article you guys posted but wanted to learn more

  • @bryanljk
    @bryanljk 4 หลายเดือนก่อน +1

    Like always solid vid

  • @xtotallyjxyden9072
    @xtotallyjxyden9072 4 หลายเดือนก่อน

    Interesting video 👍learnt a lot fm u guys

  • @frostyxz
    @frostyxz 4 หลายเดือนก่อน +3

    Share ur 2023 portfolio returns

  • @Longtermalwayswins
    @Longtermalwayswins 4 หลายเดือนก่อน +1

    Please focus more on US stocks as its a better investment vehicle. would love to hear more of us stocks and not risky sg stocks

    • @TheFifthPersonChannel
      @TheFifthPersonChannel  4 หลายเดือนก่อน

      Yes, if you check out our episodes, we cover U.S. stocks too

    • @Agogo-ki7kc
      @Agogo-ki7kc 4 หลายเดือนก่อน

      Risky n stagnant for over 30yrs. For more than 20yrs I hv been encouraging pple online to invest in better markets 😅

  • @louth1770
    @louth1770 4 หลายเดือนก่อน

    Capitaland mall exposure to Reits China mall, Black Hole hor?

  • @Agogo-ki7kc
    @Agogo-ki7kc 4 หลายเดือนก่อน +1

    Year 2024 n you guys still investing in SGX stocks. Waste of your time n homework.

    • @TheFifthPersonChannel
      @TheFifthPersonChannel  4 หลายเดือนก่อน +5

      Ok you're right

    • @louth1770
      @louth1770 4 หลายเดือนก่อน

      Except for few blue chip stocks, ignore SGX counters lah.

  • @michaelgohmox
    @michaelgohmox 4 หลายเดือนก่อน

    Suggest to venture ur views to KLSE stocks
    I believe many of ur followers like myself are based In Malaysia
    And your views to some of the KLSE companies is highly appreciated
    Start with Sunway REIT 😍
    Their Q results will be out on 30/1/2024

    • @louth1770
      @louth1770 4 หลายเดือนก่อน

      IOI also, YTL Power,

  • @laksa8174
    @laksa8174 4 หลายเดือนก่อน +3

    flfc