CapitaMalls Asia converts China development fund to an income fund, increase fund size, expand due date

This action is akind to the BBs telling you that either
1)the asset is not ready to be injected yet, because the asset prices has not peaked
2)they are stretched in China to improve their malls' NPI and ROI, so they want you to wait a little longer and they will compensate you with dividend at the mean time

This will surely affect the asset injection pipeline into CapitaRetail China Trust.

Thomson Medical Centre Pt 2

I foresee a medical cluster at Stulang Laut, JB which consists of
Thomson Medical Centre(birth delivery, post natal), and
TMC Life Sciences(fertility consultation) in the spirit of one shop station(一站式/一条龙 in Mandarin) where usually the producer would capture the upstream and downstream profits by being involved in both.

prices will be about 20-40% lower compared to when it is done in Singapore
why Stulang Laut, why not Kempas Baru or Impian Emas or Bukit Indah?
My opinion is that it is likely that there would be only one stop for the MRT extension from Singapore to Malaysia by the Singapore side. Putting it in Stulang Laut will enable it to capture the patient from Indonesia and beyond besides Singapore. Also, it will be nearer to Singapore compared to the other medical centres. e.g. Columbia, KPJ and other upcoming specialist medical centres.

NLA efficiency

NLA efficiency is the ratio between NLA(net lettable area) and GFA(gross floor area). The more efficient it is, the more packed the mall/building is, unless the management/developer is smart enough to deflect some of it thru creative use of round/honeycomb/dome shape structure or water fountain or some other attractions.

Frasers Commercial Trust

Frasers Commercial Trust disposed its AWPF fund at below book value, the buyer is National Nominees Ltd, who is the real buyers hidden behind this nominee company?

Thomson Medical Centre

After Peter Lim bought out Thomson Medical Centre, it turns out he has plan to bring Thomson Medical Centre into JB,

 

[S'pore billionaire plans Johor medical centre
Sun, Apr 17, 2011
AsiaOne

SINGAPORE - Singaporean billionaire Peter Lim is currently working on bringing Thomson Medical Centre across the causeway and into Johor.

The Straits Times reported that the, The Edge weekly said: Mr Lim who took over the Singapore-listed Thomson Medical private last year, has bought 14ha of land in the southern Malaysian state for the project.

The land, in the Stulang Laut area, about 2km from the Johor Causeway, was bought for a purported RM200 million (S$83 million), it reported.]

NV MULTI

Guess what happens after the majority shareholder bought out the entire assets?

Its now in Singapore.lol

http://nirvanasg.com/

Outgrow your problem

“Impossible is something that people try to reason to themselves in order for the status quo to remain the same" by la papillion

In this case, if we apply it to a company

“Impossible is something that company try to reason to itself in order for the profitability/growth to remain the same if not declining"

For example, OLAM, OLAM was a middleman all along, until one day the founder found that it is increasingly under competition in the sense that more and more growers/planters bypassed them and went directly to the buyers. It then launched an ambitious project to go upstream and the rest is history.