Singapore, Jan 12, 2026, 15:09 SGT — Regular session
Shares of CapitaLand Investment Limited climbed Monday afternoon, building on last week’s gains as investors returned to rate-sensitive property stocks ahead of next month’s full-year results.
Borrowing costs are the key focus. Singapore’s benchmark Sora — the Singapore Overnight Rate Average that underpins many local loans — might hit its low in Q2, according to UOB’s latest market outlook, as investors gear up for more U.S. rate cuts. “We are not so far away from the low,” said UOB senior foreign exchange strategist Peter Chia. (The Straits Times)
Flows have played a role. Institutions logged net purchases of Singapore stocks during the first five trading days of 2026, with net inflows totaling S$63 million, The Business Times reported Sunday. CapitaLand Investment was among the counters seeing the largest net institutional inflows. (The Business Times)
CapitaLand Investment (SGX:9CI) rose 0.7% to S$2.91 by 2:58 p.m. local time, following a Friday close at S$2.89. The stock had climbed 1.8% in the prior session, with roughly 20.4 million shares traded. (SG Investors)
CapitaLand Investment is gearing up to release its unaudited full-year 2025 financial results before the market opens on Wednesday, Feb. 11, according to a notice from the Singapore Exchange. A briefing for analysts and media is set for 9 a.m. that day. Meanwhile, several listed trusts under the group’s management will report earnings from late January through early February. (SGX Links)
Unaudited results are preliminary and haven’t gone through an auditor’s review. For investors, this is key since fluctuations in fee income—the ongoing management fees from running listed and private real estate funds—usually influence sentiment more than one-off property profits.
CapitaLand Investment, the real asset investment manager carved out from CapitaLand’s restructuring, operates at the intersection of markets and physical assets. Lower funding costs tend to boost deal flow and ease valuations; rising costs usually dampen transactions and squeeze fees.
The company’s stock isn’t moving on its own. Traders are once again viewing Singapore property developers and real estate-linked stocks as a play on interest rates, while still keeping an eye on geopolitics and economic growth.
The immediate focus is on U.S. data. The December inflation report lands on Jan. 13, a key marker for investors gauging the Federal Reserve’s next move — and by extension, the trajectory of rates impacting Asian property financing. (The Straits Times)
The bet could easily swing the other way. Should inflation spike unexpectedly or central banks hint at fewer rate cuts, bond yields might climb again. That would likely drag down rate-sensitive real estate stocks, particularly if trading volumes remain light.
