City Developments Limited

SGX:C09 주식 리포트

시가총액: S$7.3b

City Developments 향후 성장

Future 기준 점검 1/6

City Developments 의 수익은 연간 7% 감소할 것으로 예상되는 반면, 연간 수익은 5.4% 로 증가할 것으로 예상됩니다. EPS는 연간 5.4% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 5.1% 로 예상됩니다.

핵심 정보

-7.0%

이익 성장률

-5.40%

EPS 성장률

Real Estate 이익 성장4.6%
매출 성장률5.4%
향후 자기자본이익률5.08%
애널리스트 커버리지

Good

마지막 업데이트20 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 May 18

C09: Dividend Payout And Shareholders Meeting Will Support Future Upside Potential

Analysts have adjusted their SGD price target for City Developments from about SGD10.25 to about SGD10.38, reflecting updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E expectations. What's in the News City Developments has scheduled a Special/Extraordinary Shareholders Meeting for April 29, 2026, at 11:00 Singapore Standard Time at M Hotel Singapore, Banquet Suite, Level 10, 81 Anson Road, Singapore 079908 (Key Developments).
내러티브 업데이트 Apr 30

C09: Higher Forward P/E Reliance Will Likely Cap Future Share Price Upside

Analysts have raised their SGD fair value estimate for City Developments from SGD 5.90 to about SGD 6.81, reflecting updated assumptions for revenue trends, profit margins, and a higher forward P/E multiple. What's in the News City Developments has scheduled a Special or Extraordinary Shareholders Meeting for April 29, 2026, at 11:00 Singapore Standard Time at M Hotel Singapore, Banquet Suite, Level 10, 81 Anson Road, Singapore 079908, Singapore (Key Developments).
내러티브 업데이트 Apr 16

C09: Dividend Payout And Upcoming Meeting Will Support Steady Future Earnings Outlook

Analysts have trimmed their SGD fair value estimate for City Developments slightly from SGD10.33 to about SGD10.25. This reflects lower revenue growth assumptions, partly offset by a marginally higher profit margin outlook and a slightly reduced future P/E multiple.
내러티브 업데이트 Apr 02

C09: Stable Dividend Payout Will Support Steady Future Earnings Outlook

Analysts kept their SGD price target for City Developments unchanged, citing consistent assumptions for fair value, discount rate, revenue growth, profit margin and future P/E as the basis for maintaining their view. What's in the News City Developments Limited announced an annual dividend of SGD 0.2500 per share.
내러티브 업데이트 Mar 19

C09: Higher Dividend And Improved Margins Will Support Steady Earnings Outlook

Analysts have revised their fair value estimate for City Developments from SGD 8.68 to SGD 10.33, citing updated assumptions on growth, margins, and future P/E, which result in a higher price target. What's in the News City Developments announced an annual dividend of SGD 0.2500 per share.
내러티브 업데이트 Mar 04

C09: Higher Margin Outlook Will Likely Limit Future Share Price Upside

Analysts have raised their SGD fair value estimate for City Developments from SGD 5.30 to SGD 5.90, citing updated assumptions related to revenue growth, profit margins, and future P/E expectations. What's in the News City Developments declared an annual dividend of SGD 0.2500 per share.
내러티브 업데이트 Feb 18

C09: London Hotel Acquisition Will Offer Limited Future Upside Potential

Analysts have kept their SGD fair value estimate for City Developments unchanged at SGD 5.30, with small tweaks to assumptions on discount rate, revenue growth, profit margin, and future P/E. These changes help to fine tune their price target rationale rather than shift it meaningfully.
내러티브 업데이트 Feb 04

C09: London Hotel Acquisition Will Offer Limited Upside As P/E Expectations Tighten

Analysts have adjusted their price target on City Developments to reflect unchanged fair value estimates at $5.30, along with updated assumptions for higher revenue growth, slightly lower profit margins, and a reduced future P/E of 12.30x, which they view as better capturing the stock's current risk and return profile. What's in the News City Developments, through wholly owned subsidiary Copthorne Hotel Holdings, completed the acquisition of the 706 room Holiday Inn London Kensington High Street for £280m (about SGD 480.2m), or £396,600 per room (about SGD 680,200).
내러티브 업데이트 Jan 21

C09: London Hotel Acquisition And Capital Recycling Will Support Steady Earnings Outlook

Analysts have raised their price target for City Developments slightly, citing largely unchanged fair value, discount rate, revenue growth, profit margin and forward P/E assumptions that together support a modestly higher valuation range for the shares. What's in the News City Developments, via wholly owned subsidiary Copthorne Hotel Holdings, completed the purchase of the 706 room Holiday Inn London Kensington High Street for £280 million, about SGD 480.2 million, or £396,600 per room, about SGD 680,200.
내러티브 업데이트 Jan 07

C09: London Hotel Expansion And Capital Recycling Will Support Resilient Earnings Outlook

Narrative Update on City Developments Price Target Analysts have raised their fair value estimate for City Developments from S$8.20 to S$8.68, citing updated assumptions around profit margin resilience and a slightly higher forward P/E multiple, while keeping revenue growth expectations and the discount rate broadly unchanged. What's in the News Completed acquisition of the 706 room Holiday Inn London Kensington High Street for £280 million, or about £396,600 per room, via wholly owned subsidiary Copthorne Hotel Holdings Limited (Key Developments).
내러티브 업데이트 Dec 24

C09: London Hotel Expansion Will Face Limited Upside Amid Capital Recycling Focus

Analysts have nudged their price target on City Developments higher by about 10 percent to reflect a modestly stronger growth outlook, slightly improved profit margins, and a largely unchanged valuation multiple despite a marginally higher discount rate. What's in the News Completed acquisition of the 706 room freehold Holiday Inn London, Kensington High Street for £280 million, approximately SGD 480.2 million, or £396,600 per room, approximately SGD 680,2002, strengthening its London hospitality footprint (Key Developments) Newly acquired hotel has delivered high occupancy rates of over 97 percent for the nine months to September 2025 and more than £39 million, approximately SGD 66.9 million2, in revenue over the preceding 12 months, supporting expectations of a running yield above 6 percent (Key Developments) With this transaction, the Group now holds a portfolio of over 3,000 hotel rooms in Central London, including The Biltmore Mayfair, Millennium Hotel London Knightsbridge, Millennium Gloucester Hotel London, The Bailey's Hotel London Kensington, The Chelsea Harbour Hotel and Spa, and Copthorne Tara Hotel London Kensington (Key Developments) City Developments has secured around SGD 1.9 billion in contracted divestments year to date, with divestments outpacing acquisitions as part of an accelerated capital recycling strategy to strengthen its capital position (Key Developments) Approximately SGD 1.2 billion of about SGD 1.7 billion in 2025 investments has been channelled into three Singapore Government Land Sales sites to replenish the residential pipeline.
분석 기사 Dec 10

Why We're Not Concerned About City Developments Limited's (SGX:C09) Share Price

With a price-to-earnings (or "P/E") ratio of 32.9x City Developments Limited ( SGX:C09 ) may be sending very bearish...
내러티브 업데이트 Dec 09

C09: Higher Required Returns Will Support Stronger Long Term Earnings Outlook

Analysts have nudged their price target on City Developments modestly higher to reflect a fair value increase to about $8.20 from roughly $8.08, supported by expectations of slightly stronger long term earnings and a higher justified future valuation multiple, despite a steeper discount rate. Valuation Changes Fair Value Estimate: risen slightly from SGD 8.08 to about SGD 8.20 per share, reflecting a modest uplift in long-term expectations.
내러티브 업데이트 Nov 25

C09: Improved Margins And Lower Discount Rate Will Sustain Bullish Outlook

Analysts have raised the fair value estimate for City Developments from $7.69 to $8.08, citing improvements in profit margin and a lower discount rate as key factors in their revised outlook. Valuation Changes The Fair Value Estimate has increased from SGD 7.69 to SGD 8.08, reflecting an improved outlook.
내러티브 업데이트 Nov 11

C09: Dividend And Buyback Moves Will Sustain Steady Outlook This Year

Analysts have raised their price target for City Developments from $7.39 to $7.69, citing improved revenue growth and stable profit margins as key factors in their updated assessment. What's in the News Declared a special interim dividend of 3.0 cents per ordinary share for the first half ended 30 June 2025 (Key Developments) Completed the repurchase of 3,056,800 shares, representing 0.34% of shares, for SGD 18.1 million under the buyback announced on April 24, 2024 (Key Developments) Valuation Changes Consensus Analyst Price Target has risen slightly from SGD 7.39 to SGD 7.69.
분석 기사 Oct 28

A Look At The Intrinsic Value Of City Developments Limited (SGX:C09)

Key Insights The projected fair value for City Developments is S$6.60 based on 2 Stage Free Cash Flow to Equity With...
분석 기사 Oct 05

Is City Developments (SGX:C09) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
내러티브 업데이트 Sep 20

Capital Recycling And Global Expansion Will Unlock Value

The consensus analyst price target for City Developments has increased to SGD7.39, supported by a modest uptick in future P/E, while net profit margin remained stable. What's in the News City Developments Limited declared a special interim dividend of 3.0 cents per ordinary share for the first half ended 30 June 2025.
분석 기사 Aug 18

City Developments (SGX:C09) Has Affirmed Its Dividend Of SGD0.03

City Developments Limited ( SGX:C09 ) has announced that it will pay a dividend of SGD0.03 per share on the 5th of...
새로운 내러티브 Aug 17

Capital Recycling And Global Expansion Will Unlock Value

Key Takeaways Divestment of non-core assets and international expansion into resilient sectors are boosting revenue stability, asset values, and positioning for long-term demand trends. Emphasis on sustainability, fund management, and digitalization enhances operational efficiency, strengthens margins, and increases recurring income, reducing reliance on cyclical property development.
분석 기사 Jul 25

City Developments Limited's (SGX:C09) P/E Is Still On The Mark Following 25% Share Price Bounce

The City Developments Limited ( SGX:C09 ) share price has done very well over the last month, posting an excellent gain...
분석 기사 Jul 01

Is City Developments (SGX:C09) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...

이익 및 매출 성장 예측

SGX:C09 - 애널리스트 향후 추정치 및 과거 재무 데이터 (SGD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20284,1145031,1271,4188
12/31/20274,3064981,2761,17813
12/31/20263,9844285111,61012
12/31/20253,587620-2,020-1,512N/A
9/30/20253,492408-1,279-787N/A
6/30/20253,397195-538-63N/A
3/31/20253,334193102434N/A
12/31/20243,271191743930N/A
9/30/20243,536259680911N/A
6/30/20243,800328617892N/A
3/31/20244,371316644921N/A
12/31/20234,941305671950N/A
9/30/20234,733262459675N/A
6/30/20234,525219247400N/A
3/31/20233,9097463137N/A
12/31/20223,2931,272-241-126N/A
9/30/20223,1001,24865191N/A
6/30/20222,9061,223371508N/A
3/31/20222,766648681821N/A
12/31/20212,626729911,134N/A
9/30/20212,427-947748950N/A
6/30/20212,228-1,966506766N/A
3/31/20212,168-1,948-59205N/A
12/31/20202,108-1,930-624-356N/A
9/30/20202,538-886-379-168N/A
6/30/20202,905193-273-102N/A
3/31/20203,219350169360N/A
12/31/20193,429552617836N/A
9/30/20193,270542N/A842N/A
6/30/20193,402600N/A892N/A
3/31/20193,911659N/A-349N/A
12/31/20184,223544N/A-600N/A
9/30/20184,762632N/A-365N/A
6/30/20184,609606N/A-375N/A
3/31/20184,103499N/A968N/A
12/31/20173,829509N/A1,087N/A
9/30/20173,668587N/A988N/A
6/30/20173,727611N/A1,329N/A
3/31/20173,966631N/A1,086N/A
12/31/20163,905640N/A1,181N/A
9/30/20163,593807N/A378N/A
6/30/20163,480743N/A-11N/A
3/31/20163,212743N/A166N/A
12/31/20153,304760N/A78N/A
9/30/20153,296735N/A847N/A
6/30/20153,808756N/A513N/A

애널리스트 향후 성장 전망

수입 대 저축률: C09 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -7%).

수익 vs 시장: C09 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -7%).

고성장 수익: C09 의 수익은 향후 3년간 감소할 것으로 예상됩니다.

수익 대 시장: C09 의 수익(연간 5.4%)이 SG 시장(연간 5.3%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: C09 의 수익(연간 5.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.


주당순이익 성장 예측


향후 자기자본이익률

미래 ROE: C09의 자본 수익률은 3년 후 5.1%로 낮을 것으로 예상됩니다.


성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/22 21:46
종가2026/05/22 00:00
수익2025/12/31
연간 수익2025/12/31

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시장 가격30년
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분석가 소스

City Developments Limited는 23명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Tricia SongBarclays
Donald ChuaBofA Global Research
Mun Yee LockCGS International