Clarus

$CapLand Ascendas REIT(A17U.SG)

Breaking Down CapitaLand Ascendas REIT’s Performance:

CLAR has just announced its 1H 2026 results below are the performance across four clear areas, short and sweet plus easy for you to understand 😘

💰 Financial & Distributions

• Gross Revenue: S$805.5M , Net Property Income: S$556.1M

• Distributable Income: S$359.4M , DPU: 7.482 cents

• Annualised yield: ~6.0% at S$2.49 unit price

🏢 Portfolio & Operations

• AUM: ~S$20.1B across 234 properties

• Occupancy: 89.1% ,Rental reversion: +8.5% , WALE: 4.0 years

• Acquisition yields: 4.3%–7.4%

💳 Capital & Debt

• Gearing: 39.7% , Borrowing cost: 3.5% , Fixed-rate debt: 70.1%

• Debt maturity: 2.5 years , FX hedge: ~73% , Moody’s rating: A3

🌱 Sustainability & ESG

• 77% of space green-certified, 63% green lease coverage

• 38 solar-powered properties generating ~34 GWh yearly

Read the infographic below for full details and easy comparisons! 📈

SIA's Traffic Is Up, Here's Why That's Not The Whole Story 🦖

🔍 The Angle

SIA just carried 3.7 million passengers in June, yet your dividend story still lives in a completely different set of numbers. The headlines today are all “good”, from Bayshore’s S$2.13 billion land win to CLAR selling Kim Chuan for more than double what it paid, but none of them answer the boring question of how reliable your next payout really is. What caught my eye was how easily strong traffic, big land cheques and chunky divestment gains can distract you from the simple income-quality checks that actually protect your CPF and SRS.

💰 What It Means For You

If you are funding retirement from dividends, SIA’s 6.3% year‑on‑year passenger growth is nice, but it does not tell you how much of your cheque still depends on past specials instead of repeatable cashflow. Bayshore’s S$2.128 billion, S$1,323 psf bid and CLAR’s S$200.4 million sale tell you capital is moving aggressively, yet your job is to ask how much of that movement will actually show up as a stable yield above your own floor, versus one‑off boosts you cannot rely on. I am keeping the Forensic Floor at 3.2% and the 4.7% yield hurdle front and centre here, because today’s “busy news day” is exactly when most investors forget to separate durable income from headline wins.

📺 YouTube: https://youtu.be/Cdlld8ICl9A

📩 Substack: https://investingiguana.com/p/sias-traffic-is-up-heres-why-thats

$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? 👇