Before I start, I will like to state that this short write up is to highlight an opportunistic play on Capitaland and not an in depth analysis on Capitaland’s fundamentals. YTD – underperformed STI and FTSE Real Estate Index With reference to Chart 1 below, it is apparent that Capitaland has underperformed the FTSE Straits Time Real Estate Index (“FSTRE”) and FTSE Straits Time Index (“FSSTI”) by more than 16-17% year to date. This is due partially to the clamp down measures by the SIN government but mainly to the tightening measures by China as Capitaland has a significant exposure […]