$CapitaLandInvest(9CI.SG)
I have been tracking CapitaLand Investment (CLI) closely since its peak at 3.17 on 10 Feb 2026, it has been trending downward. Quite disappointing. I am still waiting patiently for the right time to enter. 🤭
If you follow Singapore markets, “old bird”, you will know that CLI is a genuine blue‑chip giant backed by Temasek.
Looking at its latest 1Q2026 results, the shift to an asset‑light model is clearly delivering results:
🟢 Fee‑Related Revenue rose 10% YoY to S$310 million, driven by a 58% jump in private funds under management.
🟢 Active capital recycling: invested S$7.2 billion into high‑growth areas while divesting S$3.4 billion of assets.
🟢 The main drag remains its Real Estate Investment Business, down 14% due to valuation pressure in China.
Major moves are also underway: CICT’s S$3.9 billion acquisition of Paragon mall and CLAR’s S$600 million expansion into Japan.
Why I am seriously considering buying now?
Technically, CLI is holding firm right at S$2.45–2.50 .
It is almost exactly matching its book value per share of S$2.52. Trading at P/B 0.99, the market has stripped away all premium for its underlying growth.
On top of that, the 4.82% dividend yield offers solid support while you wait for conditions to improve.
For short‑term trades, I do like to see strong volume to confirm a trend reversal.
But for long‑term accumulation, buying near book value looks like a very attractive setup with favourable risk‑reward.
Watch out for the 1st half result announcement on Thursday 13 August 2026.
What is your view on CLI around S$2.50? 👇
