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DBS maintains 'buy' call and $12 target price on CDL following the return of 'experienced steward' Kwek Leng Peck

The Edge Singapore
The Edge Singapore • 2 min read
DBS maintains 'buy' call and $12 target price on CDL following the return of 'experienced steward' Kwek Leng Peck
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Tabitha Foo of DBS Group Research has maintained her positive view on City Developments after news that Kwek Leng Peck - "an experienced steward" - has rejoined the company's board after six years.

Leng Peck, cousin of executive chairman Kwek Leng Beng and uncle of group CEO Sherman Kwek, had previously served on CDL's board from 1987 to 2020, before leaving after he disagreed with the controversial acquisition of China-based Sincere Property Group, which ended badly for CDL.

With effect from June 1, Leng Peck will be CDL's vice chairman and non-executive director.

All this while, he has been chairman of another Kwek family-linked company, Hong Leong Asia, which has been enjoying strong gains in recent years from its multiple-sector exposure in engines and building materials.

"His return comes at a pivotal juncture as CDL undertakes a strategic business review amid increasing investor focus on capital allocation, portfolio optimisation and shareholder returns," says Foo, who has kept her "buy" call and $12 target price on CDL.

"Given his more than four decades of experience across the Hong Leong Group, we believe Mr Kwek’s appointment could provide additional strategic depth and operational oversight as CDL evaluates its longer-term growth trajectory and value-unlocking initiatives," she adds.

See also: CGSI downgrades Keppel to 'hold' following scuppered M1 sale

Foo notes that HLA, under Leng Peck, has seen its "significant" increase in market value, driven by stronger earnings momentum, disciplined capital allocation and strategic expansion initiatives.

CDL shares closed at $7.84 on May 18, down 0.25% for the day, and down 2.24% year to date.

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