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彭博社

新加坡郭氏地产家族瞄准中国和日本进行投资Singapore’s Kwek Property Clan Eyes China, Japan for Investments

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由刘德伟和 Rthvika Suvarna 撰写 城市发展有限公司(City Developments Ltd.),这家由新加坡最富有家族之一控制的地产集团表示,计划到 2029 年在新加坡、中国和日本投资 50 亿新元(约 39 亿美元),此举旨在在家族内部纠纷后重振投资者信心。

By Low De Wei and Rthvika Suvarna City Developments Ltd., the Singapore property group controlled by one of the country’s wealthiest families, said it wants to invest S$5 billion ($3.9 billion) in Singapore, China and Japan by 2029 as part of measures to regain investor confidence after a feud within the clan.

该公司周一在交易所备案文件中表示,同期还计划通过彻底剥离及将合适资产注入管理平台等方式,出售 60 亿新元的资产。它希望设立专门的基金管理实体,配备投资委员会和领导团队,通过新设房地产投资信托基金、基金、合作伙伴关系和合资企业,到 2029 年将管理资产规模增至 100 亿新元。

The firm also aims to sell S$6 billion of assets within the same period either via outright divestments and seeding suitable assets into managed vehicles, it said in an exchange filing Monday. It wants to set up a dedicated fund management entity with an investment committee and leadership team to double assets under management to S$10 billion by 2029, via new real estate investment trusts, funds, partnerships and joint ventures.

今年早些时候,家族族长、主席郭令明与其长子、首席执行官郭令扬之间的法律纠纷,引发投资者对公司前景和继任计划的激烈讨论。两人后来同意和解。

The company’s outlook and succession plans have been a subject of intense discussion among investors after a legal tussle between patriarch Chair Kwek Leng Beng and his eldest son, Chief Executive Officer Sherman Kwek, in early 2025. The duo later agreed to settle their differences.

作为新加坡市值最大的上市开发商,该公司得益于本地住宅市场的整体强劲表现,上半年利润增长逾三倍。尽管如此,其股价今年仅上涨 3%,远低于基准海峡时报指数 23% 的涨幅。

Singapore’s largest listed developer by market value has been supported by the broad strength of the country’s residential market, which helped it to more than triple its profits in the first half of the year. Still, its shares have risen only 3% this year versus a 23% increase in the benchmark Straits Times Index.

郭令扬表示,一个关键优先事项是降低城市发展的净负债权益比(包含投资物业公允价值),该比率上半年升至 75%。作为战略检讨的一部分,公司现希望到 2029 年将该比率降至约 55%。他还承诺出售表现不佳市场(如中国和英国)的资产。

Sherman Kwek has said a key priority is to reduce CDL’s net debt-to-equity ratio, which includes the fair value of its investment properties and rose to 75% in the first six months of the year. As part of the review, the firm now wants that to come down to about 55% by 2029. He has also committed to selling assets in underperforming markets like China, as well as the UK.

战略检讨结果的发布自今年年中以来已推迟。郭令扬早前表示,开发商的董事会和管理层不在检讨范围内,10 名董事会成员已一致签署通过其结论。

The release of the strategic review’s findings have been delayed since the middle of this year. Sherman had earlier said the developer’s board and management are not under review, and the 10-member board has signed off unanimously on its conclusions.

郭氏家族控制着该公司约49%的股份。根据彭博亿万富翁指数,这位家族掌门人及其马来西亚表亲郭令灿主导着这个净资产达250亿美元的家族,使其成为亚洲最富有的家族之一。

The Kweks control about 49% of the firm’s shares. The patriarch and his Malaysian cousin, Quek Leng Chan, dominate the family, which has a net worth of $25 billion, according to the Bloomberg Billionaires Index, making them one of Asia’s richest clans.