Capitaland Investment: Looks appealing with 4.8% yield and strong China demand for C-REITs.
Capitaland Investment (9CI) has been on a bad downtrend but there are positives spotted in the FY2025 report. C-REIT demand in China is strong because the real estate sector is so bad that the Chinese people have no choice but to save in REITs + Regulation in China softening to C-REITs. The first C-REIT from CLI is trading above nicely above NAV in stark contrast with China-based SG listed REITs like AU8U or Capitaland China Trust and the 2nd C-REIT has just been approved. The price of Capitaland Investment has come down to decent yields that management seems confident to hold. Last concern is how much more can China Properties devalue and is the 4.8% yield worth it? Pls read before watching video: I am not a financial adviser and this is not financial advice. I do not make buy or sell calls. I may make mistakes and do not make guarantee the information shared are all accurate. I may be invested and biased on the stocks I discuss. Please consult your financial advisor regarding the risks involved in investing. Opinions I have are my own and for educational purposes only. #dividendinvesting

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