Public Announcement: This will be the last article covering CapitaLand China Trust (“CLCT”) till further notice. The reason is due to the uncertainty of the China property market, which is something that I have grown wary of since their property market crisis. While it is showing signs of recovery, it presents itself as a high risk to reward ratio opportunity for those willing to take the risk for a recovery play.
On 6 February 2025, CapitaLand China Trust (“CLCT”) announced their full year result for FY2024. DPU continue to see significant decreases, mainly due to the decrease in net property income. The good news for CLCT is that there was no significant decrease in fair value of investment properties, and they have also managed to find a tenant for the previously vacant Shanghai Fengxian Logistics Park. This may provide stability of its assets and provide assurance for investors willing to take the risk….