July 27, 2021

11 thoughts on “CapitaLand Retail China Trust (CRCT) – Why it is a Dividend and Growth Gem & Why It Is Greatly Undervalued Compared to the Rest of SGX REITs and Trusts?

  1. Hi Rolf

    Thanks for sharing.

    What about most of the leasehold assets for Crct (typically Chinese properties) which will run until 2043ish, which is just about 25 years from now? Is that something that they can easily extend and do you know how much if any, the extension will cost them? I'm comparing to see if local properties say, with a longer leasehold number of years but with lower yield compensates better IRR for the Reits.

    1. Hi B, thanks for the fantastic question.

      I have updated an additional section to the original article to explain / answer your question.

      Wish you happy holiday.

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  2. Thanks for mentioning my blog, I too agree that retail in China has been on the recovery path. For china retail REIT, I rather buy CRCT than Dasin. Dasin distribution is highly financial engineered where strategic investors doesn't receive distribution and slowly decrease.

    1. Hi Vince, your effort in your blog and the very useful REIT dashboard definitely worth mentioning to more readers.

      I haven't even heard from Dasin, until I went through your blog dashboard.

  3. Hi Vitamincqa, yes, Capitaland or Mapletree are all good reits. Of course, backed by the muscles of Temasek.

    I mentioned CRCT because its P/BV is 0.7, and is very low for non-hospitality reit, non-Indo etc. I explained in my article.

    CMT P/BV is 0.93 which is higher. I must admit that CMT is also attractive, but only if SGP economy will recover faster than China.

    In my article, I did explain why CRCT is more attractive than SGP retail REITs based on:

    1) I think China economy will recover faster than SGP from Covid crisis.

    2) I think China has more growth opportunities due to urbanisation than SGP.

    Of course there CMT is attractive in the sense that assets in SGP is safer than China, as Temasek is in better control.

    The only thing I hate as a Singaporean, is that all our Shopping malls have exorbitant high rental that only profit investors and not doing good to promote SME in SGP.

    In a truly first world country, SMEs need to form the backbone, other than government supported listed company.

    But in SGP, our SMEs are seriously weak, not fault of themselves.

    1. Hi LyndonM, tks for dropping by. I visited your blog as well and its nice to see so many useful information from your Theory of Constraints blog.

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