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Last Price Today's Change   Day's Range   Trading Volume
1.04   0.00 (0.00%)  1.04 - 1.05  8,000
642 comment(s). Last comment by ahteck85 at Nov 1, 2019 3:26 PM
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gsi723
612 posts

Posted by gsi723 > Feb 21, 2018 11:00 PM | Report Abuse

EPF always buy & sell many counter....probably some it sold at loss that we can’t really understand its strategy


ks55
1924 posts

Posted by ks55 > Feb 21, 2018 11:20 PM | Report Abuse

Posted by ks55 > Dec 22, 2014 09:11 AM | Report Abuse

Yes, I like retail REITs. But to invest in CMMT must have second thought.
Just go to Sungai Wang, what do you see?
Go to IOI City Mall in Putrajaya. What can you conclude?
Hektar is most resilient and consistently pay out at least 10.4sen DPU. This work out to have DY 7.2% based on 1.45 share price.

As for office REITs, try to avoid QCT as PS acquisation is not at arms length. If waiver for PAC not granted, or PS acquisation aborted, then QCT is a good buy.
Try to avoid any other office REITs because it will be getting harder and harder to find tenant.

Industrial REITs, best buy is still Atrium. No doubt Atrium Puchung is vacant right now, with able property manager, it will not be difficult to find tenant. Moreover,
DPU for Jan 2015 will remain at 2.2sen (net profit from disposal of Rawang factory). This give DY 7.7% based on 1.17 share price.

For multi-dimension REITs, best choice is ARReit. Silverbird factory fiasco should be over in Jan 2015 with court proceeding (unless High5 play dirty trick again). Wisma Amanahraya in Jalan Semantan (Now rename Wisma ELM) is now lease to SEGI College University. In no time DPU will go back to 8 sen per unit.

Caution! Be caution!! Be most caution !!!!
Don't trust MRCB will inject properties for new lease of life to QCT at arms length.
Properties injected will be very much inflated. I don't trust QCM as someone has vested interest in these type of transactions.


ks55
1924 posts

Posted by ks55 > Feb 21, 2018 11:21 PM | Report Abuse

Posted by ks55 > Dec 22, 2014 10:45 PM | Report Abuse X

Rental for Sg Wang will improve only after MRT is ready in 2017. Traffic too bad right now.

IOI City Mall in Putrajaya practically entice most residents from Putrajaya, Cyberjaya, Kajang, Sri Kembangan, Puchong South and nearby area. It is simply too good to resist. Why go to the Mines with ah pek appearance when you have a brand new first class mall nearby. Newly open less than a month and already near to 80% occupancy. Just pay a visit to appreciate it yourself.


ks55
1924 posts

Posted by ks55 > Feb 21, 2018 11:26 PM | Report Abuse

Tropicana Mall was a bad buy.
Sg Wang yet to recover even though MRT already completed.

TP should be at 1.00


awesomejohnnywong
3 posts

Posted by awesomejohnnywong > Feb 23, 2018 2:36 PM | Report Abuse

TP of RM 1.00 for a stock that has a NAV RM 1.27 per unit, a P/NAV (based upon a sprive of RM 1.17) at RM 0.92 per unit and has historically paid a dividend of around RM 0.085 per annum??

How the hell do you establish a TP of RM 1.00 (or are you just talking from ass)?


Activetrader
401 posts

Posted by Activetrader > Feb 27, 2018 9:25 AM | Report Abuse

Dear awesomejohhnywong, nothing is impossible. 1.08 now. not far away. If everyone buy their share based on NAV then alot of ppl start to jump off from the building.


88798
60 posts

Posted by 88798 > Feb 27, 2018 11:15 AM | Report Abuse

why the share price drop so much? any bad news??


Kalaihselvan Krishnan
93 posts

Posted by Kalaihselvan Krishnan > Feb 27, 2018 11:38 AM | Report Abuse

The yield is more than 7 percent


Imemyself
33 posts

Posted by Imemyself > Feb 27, 2018 4:14 PM | Report Abuse

Heavy selling. Wonder who is selling?


kinuxian
151 posts

Posted by kinuxian > Feb 27, 2018 5:09 PM | Report Abuse

Parkson moved out from Sungei Wang?


gsi723
612 posts

Posted by gsi723 > Feb 27, 2018 10:00 PM | Report Abuse

Nestle 120 make sense, no... CMMT near 1.00 also not make sense. this is mkt irrationality


3311
19 posts

Posted by 3311 > Feb 28, 2018 6:21 PM | Report Abuse

So cheap unbelievable!
Shopping mall provide steady rental income especially it is well managed by reputable Capital Land. Can't understand why drop like shit!


Kalaihselvan Krishnan
93 posts

Posted by Kalaihselvan Krishnan > Feb 28, 2018 7:49 PM | Report Abuse

Very tempting to buy


gforce2
184 posts

Posted by gforce2 > Feb 28, 2018 8:09 PM | Report Abuse

An unbelievable 13M+ shares dumped at closing time for RM1.02!
The question is, who's doing the dumping?


tingalfred
126 posts

Posted by tingalfred > Feb 28, 2018 8:19 PM | Report Abuse

Cheap


ikah
422 posts

Posted by ikah > Mar 1, 2018 3:23 PM | Report Abuse

what happen this reit.. drop alot...


David Thong
12 posts

Posted by David Thong > Mar 2, 2018 9:25 AM | Report Abuse

Unless they lost a big tenant or major shareholders like EPF is selling, otherwise the huge price drop could be due to Mr market's emotions!


smartscore
42 posts

Posted by smartscore > Mar 2, 2018 10:13 AM | Report Abuse

David Thong, stock price overreaction...


gsi723
612 posts

Posted by gsi723 > Mar 2, 2018 9:41 PM | Report Abuse

EPF latest buy 600,000 share


warchest
987 posts

Posted by warchest > Mar 6, 2018 9:39 AM | Report Abuse

Parkson sungai wang already closed down as at end of Feb 18


warchest
987 posts

Posted by warchest > Mar 6, 2018 9:39 AM | Report Abuse

need to check with them on the next course of actions


chyeskywalker
18 posts

Posted by chyeskywalker > Mar 7, 2018 11:29 AM | Report Abuse

Bcm penny stocks


goldenhope
159 posts

Posted by goldenhope > Mar 7, 2018 12:45 PM | Report Abuse

Sungai Wang so bad


BoomerangGreaddy
3 posts

Posted by BoomerangGreaddy > Mar 7, 2018 2:39 PM | Report Abuse

Parkson out due to their own self problem ntg related to CMMT. As a shareholder (BOSS) of the company of course looking for capable tenant prompt rental collection instead of tenant owe u money. Slow and steady.


goldenhope
159 posts

Posted by goldenhope > Mar 8, 2018 10:17 AM | Report Abuse

hope CMMT management have solution to get new tenant for vacant space


Sdrg
27 posts

Posted by Sdrg > Mar 9, 2018 1:45 AM | Report Abuse

While Parkson has decided to leave Sungai Wang, the impact on net profit is minimal. Further more, in the worst case scenario even If Parkson was to discontinue their tenancy on the other 2 malls in the CMMT portfolio, the decrease in revenue would only account for approximately 4.5% of total revenue. This figure is from the 2017 annual report. Do the math. Overall rental income is still decent. Panic selling is unwarranted as this share is undervalued.


warchest
987 posts

Posted by warchest > Mar 11, 2018 12:52 PM | Report Abuse

61% of the profit comes from Gurney and East Coast Mall, remaining Sungai Wang, Tropicana City Mall, Mines. Even Sungai Wang left, not much impact on CMMT. Maybe overall few millions lost in profitablity per year


warchest
987 posts

Posted by warchest > Mar 11, 2018 12:52 PM | Report Abuse

at current price still quite a good deal. but the issue is lacking of catalysts


warchest
987 posts

Posted by warchest > Mar 11, 2018 12:54 PM | Report Abuse

anyway for dividend play, still a decent one. about 7 to 8%, i think would be a good one. anyway, under REIT guidelines, 90% of the profit will be paid as dividend


warchest
987 posts

Posted by warchest > Mar 11, 2018 12:56 PM | Report Abuse

anyway, I prefer the Company to improve on the marketing plan for the existing malls. Stop buying new malls as from the last 2 acquisitions, they were bad ones. Sungai Wang & Tropicana City Mall doing badly in my opinion.


Junguang
2 posts

Posted by Junguang > Mar 16, 2018 2:51 PM | Report Abuse

At first, I bought at 1.39. Now 1.04.... what to do? Keep or buy more to average out?


cong5895
53 posts

Posted by cong5895 > Mar 16, 2018 2:58 PM | Report Abuse

average buy if confident with management, cut loss if can't sleep.
i pretty sure management will do something in future.


Godevil
29 posts

Posted by Godevil > Mar 16, 2018 3:06 PM | Report Abuse

from what I read management seem capable and responsive, hope they will step up.


firehawk
2592 posts

Posted by firehawk > Mar 16, 2018 4:52 PM | Report Abuse

very strong manipulation on market price ....


Pengyong Loo
13 posts

Posted by Pengyong Loo > Mar 16, 2018 5:41 PM | Report Abuse

Why huge volume today? Next Monday I think will become penny shares.


David Thong
12 posts

Posted by David Thong > Mar 16, 2018 6:07 PM | Report Abuse

What happened today?


Kalaihselvan Krishnan
93 posts

Posted by Kalaihselvan Krishnan > Mar 16, 2018 7:37 PM | Report Abuse

Management should issue a press statement . That will stop any rumours


Parkson8888
235 posts

Posted by Parkson8888 > Mar 18, 2018 5:19 PM | Report Abuse

Parkson moving out 1 by 1 from CMMT shopping malls and cannot find replacement?


joetay
3737 posts

Posted by joetay > Mar 18, 2018 5:26 PM | Report Abuse

congratulation to parkson8888 for the parkson is now at a new all time low.

will u buy more to support william?????

lol.............


PoormanTrader
82 posts

Posted by PoormanTrader > Mar 18, 2018 11:17 PM | Report Abuse

hard life retail malls


mymymybook
174 posts

Posted by mymymybook > Mar 19, 2018 8:34 AM | Report Abuse

Kesm is a good buy. CIMB's top pick. Its outlook is very good after the recent AMG.


chyeskywalker
18 posts

Posted by chyeskywalker > Mar 19, 2018 7:52 PM | Report Abuse

Penny stocks !


ialatif
62 posts

Posted by ialatif > Mar 20, 2018 10:13 AM | Report Abuse

bought at 0.99 sen for good yield at 5% better than FD


Siew Jian Bin
214 posts

Posted by Siew Jian Bin > Mar 20, 2018 11:49 AM | Report Abuse

Yield at 7.2% after tax based on last year data, not 5% yield.


KISSinvest
134 posts

Posted by KISSinvest > Mar 20, 2018 10:18 PM | Report Abuse

2017Q4 has a revaluation gain of 16millions, please take note.


painter
61 posts

Posted by painter > Mar 20, 2018 11:43 PM | Report Abuse

If the price fall to around 80sen,I will buy with my both hands.


smartscore
42 posts

Posted by smartscore > Mar 21, 2018 9:07 AM | Report Abuse

Do hope it will fall to below 90 sen... Happy investing!!!


momotrader
111 posts

Posted by momotrader > Mar 21, 2018 11:45 AM | Report Abuse

so better to buy below 0.90 than current price?


smartscore
42 posts

Posted by smartscore > Mar 21, 2018 1:34 PM | Report Abuse

Be Fearful When Others Are Greedy and Greedy When Others Are Fearful


KISSinvest
134 posts

Posted by KISSinvest > Mar 21, 2018 9:11 PM | Report Abuse

Then you must be very greedy now, look at pwroot, PIE, ecowld. All on mega sales now!

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