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CapitaLand Limited Harold Woo Senior Vice President, Investor Relations December 2013
CapitaLand Limited
Harold Woo
Senior Vice President, Investor Relations
December 2013
2 CapitaLand Presentation December 2013
Contents
• Company Overview
• Investor Relations Communication
• Recent IR Activities
• Awards & Accolades
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CapitaLand is one of Asia’s
largest real estate companies.
Headquartered and listed in
Singapore, the company's
businesses in real estate and
real estate fund management
are focused on its core markets
of Singapore and China.
Capital Tower, Singapore
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Our Business Structure
CapitaLand
China 3
CapitaMalls
Asia
CapitaLand
Singapore 2
• Financial Products & Services
• Regional Investments 1
The Ascott
Limited
Total Group Managed Real Estate Assets (as at 30 Sep 2013): S$67.5 billion (US$54 billion)
1 Includes Australand, Surbana, StorHub, Vietnam, India, Japan, GCC and UK2 Includes residential, commercial and mixed developments in Singapore and Malaysia3 Includes residential, commercial and mixed developments
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Group Market Capitalisation (as at 31 October 2013)
4,243 180 7,863 2,5346,986 1,119 1,050 1,66213,283
S$ Million
9 listed companiesS$38.92 billion
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One George Street, Singapore
OUR INVESTOR
RELATIONS STRUCTURE
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Investor Relations Organisation Structure
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Investor Relations - Organisation Structure
Corporate
Comm.
Department
(Corporate)
Finance
Department
(Corporate)
Legal &
Secretariat
Department
(Corporate)
Other IR
Departments
(Listed SBUs)
Work
closely
IR Department (Corporate)
Harold WooSenior VP
Manager Senior Secy AVP Senior Exec
Listed
Entities
IROs
CFO’s Office
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ION Orchard, Singapore
IR Communication
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Shareholders basis
1 Issued shares as at 19 Nov 2013 excluding treasury shares
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Broad International Shareholder Basis*
28%
17%
12%
9%
29%
5%
Singapore Asia (ex Singapore) UK
Europe (ex UK) North America Rest of World
As at 4 Sep 2013
Shareholder Base (By Country)
24%
16%
10%
20%23%
23%
20%
Value Core/Style Neutral Growth
Hedge Index Multi Style
Quant
Distribution of Shareholder Base
As at 4 Sep 2013
* Excluding Temasek 40% stake
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Investor Relations-Shareholders Profile
Top 10 Holders (As at 4 Sep 2013)
Investor % of Free Float* City
1 BlackRock Inc 8.1% Combined
2 State Street Corporation 3.1% Combined
3 JPMorgan Chase & Co 3.0% Combined
4 EII Capital Mgt 2.7% New York
5 Private Stakeholders (Singapore) 2.3% Combined
6 Prudential Group 2.1% Combined
7 Lazard 1.8% Combined
8 Corporate Stakeholders (Singapore) 1.8% Combined
9 CB Richard Ellis Group Inc 1.4% Combined
10 Vanguard Group 1.3% Combined
* Excluding Temasek 40% stake
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IR Activities 2013
CapitaLand’s IR activities
15 days per year on the road
3 Roadshows
10 Conferences
3 Investors’ Day
402 Total One-on-ones
64% of roadshows with management
Source: IR Magazine Global Roadshow Report 2013
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Engaging Our Retail Investors
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Building Relationship Site visits for analysts and media
– Picture paints a thousand words
– Organize analysts & media tour to overseas sites
– Strengthen rapport
– “site tours, road-trips etc… are all positives and a credit
to their IR”
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Website: efficient form of communication
• A must have in the
commercial world today
– Investors increasingly
tech savy
– More efficient method of
communication eg iPad
– Platform to archive
information which can
be easily retrieved by
stakeholders eg youtube
• User-friendly website
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Dedicated Investor relations webpage
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Capital Tower, Singapore
Recent IR activities
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CapitaLand Investors Day held in Beijing
Held its inaugural CapitaLand Investors Day in Beijing on 6 Jun 2013 which attracted 45
institutional investors from USA, Belgium, Singapore, Australia, Hong Kong and China
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CapitaLand Investors Day held in Singapore
Held our 2nd CapitaLand Investors Day in Singapore on 12 Nov 2013 which attracted ~ 60 investors
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CapitaLand Debt Investors’ Day
Held our 3rd CapitaLand Debt Investors Day in Singapore on 14 Aug 2013 which attracted ~ 100 investors/bankers
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Awards & Accolades (Year 2013)
14thOverall Most Transparent Company (2nd Golden Circle Award)
Most Transparent Company (Winner) – Real Estate Categogry
Singapore Corporate Governance Award (Merit) – Big Capitalisation Category
Best Managed Company (ranked 3rd)
Best Corporate Social Responsibility (ranked 1st)
Most Organised Investor Relation
Best Senior Management IR Support
Global Top 50 Companies
Thank you
December 2013
