Thursday, June 2, 2011

CapitaMalls Asia/CapitaMall Trust/CapitaLand

CapitaMalls Asia/CapitaMall Trust/CapitaLand: Will be building a retail-cum-office development at Jurong East, at an estimated cost of $1.5b…..

DMG maintains Neutral on CMT, with TP $2.02 and expect incremental DPU of 0.5-0.6¢ beginning FY14, while Morgan Stanley maintain U/w on CMT, as Jurong site fully valued despite positive for DPU growth and reducing cash drag on the balance sheet. Do not expect a large revaluation on completion of the asset…..

Credit Suisse maintain O/p on CMT, with TP $2.22, while Deutsche estimates minimal accretion (1-2c/shr) for CAPL, CMA and CT and continue to see successful execution as a key stock price driver. Maintain Buy on CapitaLand and CMA (TP $2.24) and Hold on CMT.

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