Highlights
KLSE: CMMT (5180)       CAPITALAND MALAYSIA MALL TRUST MAIN : REITS
Last Price Today's Change   Day's Range   Trading Volume
0.62   0.00 (0.00%)  0.61 - 0.62  441,500
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Overview

Market Cap: 1,280 Million
NOSH: 2,064 Million
Avg Volume (4 weeks):2,741,844
4 Weeks Range:0.595 - 0.645
4 Weeks Price Volatility (%):
50.00%
52 Weeks Range:0.59 - 1.02
52 Weeks Price Volatility (%):
6.98%
Average Price Target: 0.60
Price Target Upside/Downside: -0.02

Financial Highlight

Latest Quarter | Ann. Date 30-Sep-2020 [#3]  |  28-Oct-2020
Next QR | Est. Ann. Date: 31-Dec-2020  |  22-Jan-2021
T4Q P/E | EY: 18.94  |  5.28%
T4Q DY | Payout %: 6.48%  |  122.76%
T4Q NAPS | P/NAPS: 1.2332  |  0.50
T4Q NP Margin | ROE: 24.10%  |  2.65%

Headlines

Date Subject
31-Oct-2020 CMMT 3Q2020 - getting worse
30-Oct-2020 【行家论股/视频】凯德商用产托 3年财测下修
30-Oct-2020 PublicInvest Research Headlines - 30 Oct 2020
30-Oct-2020 Mplus Market Pulse - Sentiment remain indifferent
30-Oct-2020 CapitaLand Malaysia Mall Trust- Challenging Outlook Due to New Wave of Covid-19
30-Oct-2020 CapitaLand M’sia Mall Trust - Below Expectations
30-Oct-2020 Capitaland Malaysia Mall Trust - Uncertainty Looms With Covid-19
06-Oct-2020 MREITs - Sticking To Conservative Valuations
22-Jul-2020 【行家论股/视频】凯德商用产托 业绩下半年反弹
22-Jul-2020 CapitaLand Malaysia Mall Trust - Tenant Retention Is the Focus
22-Jul-2020 Mplus Market Pulse - 22 Jul 2020
22-Jul-2020 CapitaLand M’sia Mall Trust - Broadly Within, Better 2HFY20
22-Jul-2020 Capitaland Malaysia Mall Trust - Expect a Bumpy Ride Ahead
14-Jul-2020 REIT - Defensive But Only Selectively
28-May-2020 Capitaland Malaysia Mall Trust - The Worst Is Yet to Come
22-May-2020 cmmt (5180.KLSE) Quarter Report
22-May-2020 CapitaLand - Operating in a Challenging Landscape
22-May-2020 CapitaLand M’sia Mall Trust - Weaker Quarters Ahead
22-May-2020 Mplus Market Pulse - 27 May 2020
06-May-2020 KLCCP Stapled Group - 1QFY20 Within Expectations

Business Background

CapitaLand Malaysia Mall Trust is a property investment trust that focuses on retail properties in Malaysia. The trust comprises a portfolio of shopping malls located in urban centres across multiple cities in Malaysia, as well as a complementary office building in Tropicana. The company principally generates revenue from leasing properties to tenants, which include supermarkets, restaurants, leisure venues, clothing and accessory stores, and cosmetics shops. The group operates through two segments: retail, which generates the majority of consolidated revenue, and office.
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  4 people like this.
 
wolf515 Moving up slowing day by day now.
07/12/2020 3:32 PM
tws13282 Hi everyone. I am new to this counter. Do you guys retail reits is good in this current situation?
07/12/2020 5:26 PM
miniminer Starting recovery MCO for many states, interstate is open for travel, good news! time for recovering, dividend coming..... go go CMMT ......hehehe................
07/12/2020 9:20 PM
tws13282 wow dip again. will top up soon
09/12/2020 6:19 PM
loss9696 Bought in when it goes up, fell for the ambush. Haha. Consider avg down.
10/12/2020 10:22 AM
another77 Buy now to avoid disappointment. All complexes under CMMT are running as normal and likely the rental will be back to normal soon.
10/12/2020 8:56 PM
josephn Hektar Reit recovery, cmmt reit also recovery, go back to Rm1
11/12/2020 10:26 AM
FutureGains maybe can limit up for property stock..
ALSO monitor EKOVEST CMMT KSL E
12/12/2020 5:40 PM
CalvinKang seems like its making a comeback. will put into watchlist
13/12/2020 8:58 AM
tws13282 i prefer cmmt over kektar reit because hektar property portfolio consists of old malls at small cities. Shopping malls will fade away if there are new malls at that area. See 1 stop i penang
13/12/2020 8:23 PM
UncleFollower As small investors we can have both cmmt and hektar

It is not always true that old malls small cities are inferior. Those malls have a monopolistic quality. When retailers want to expand to those cities, the only mall will be the only choice. As a mall and a reit, the leasing team has an edge over conventional shophouse owners as well

CMMT's premium is really Capitaland's backing, low gearing, and a few very good malls

As reits are long term in nature, just have both, or better still have more
14/12/2020 3:19 AM
99newbie dividend higher than bank interest
18/12/2020 10:07 AM
AlibabaInf May I know Penang queenbay mall under which reits?
18/12/2020 5:30 PM
Patrick Ling Capitalmall Asia of Singapore
18/12/2020 5:37 PM
AlibabaInf O not under cmmt
18/12/2020 5:49 PM
AlibabaInf Only gurney under cmmt
18/12/2020 5:49 PM
UncleFollower Penangites? How is Gurney Plaza doing? KL big malls doing well already. Except of coz for Sg Wang and tropi city mall...
18/12/2020 7:57 PM
UncleFollower CMMT is pretty good value now. Consider this...

Take Gurney and ECM at full value - and they should trade at NAV if these are the only malls

You would then derive that the share price today is writing down the other 3 malls NAV by almost 70%. To illustrate eg this means writing down Mines last valuation 715M to 215M or below replacement cost lol
18/12/2020 8:02 PM
UncleFollower CMMT isnt the cheapest stock. The challenges are real

But for what it's worth it's liquid, sizeable and backed by a strong sponsor

This is probably why EPF and the large buyers are adding at this stage. Other REITs as cheap do not offer comparable liqudity/ sponsor strength
18/12/2020 8:03 PM
tws13282 @unclefollower which is cheaper than CMMT?
Yes Gurney plaza business is good. Parking occupancy around 80% on weekends and 65-70 percent on weekdays
22/12/2020 7:08 PM
tws13282 They have opened a new foodcourt and is full almost every night. I dont see any unrented space so far.
22/12/2020 7:14 PM
UncleFollower @tws13282 Hektar was cheaper by NAV discount/ historical yield

Twrreit is definitely cheaper but it is always cheap and terribly illiquid

There are some other M-REITs but much like twrreit we really wouldnt want to dabble... '

Beyond reits an obvious value play is Star but with its own problems
23/12/2020 3:00 PM
UncleFollower Great to hear Gurney is doing well. Doesnt look like the recent movements is anything other than a sizeable shareholder trying to liquidate
23/12/2020 3:01 PM
tws13282 Gurney business will sure be good and will appriciate over years. Just imagine that people ququeing for grab for non stop during peak seasons
23/12/2020 10:58 PM
eddy888 Shopping mall will be recovered once vaccine delivered. Seems like syndicate pushing down the price
25/12/2020 8:44 PM
kinuxian Ur points are solid but there are better options out there among MReit for recovery play. Mall biz is challenging and covid lockdown just speed up the transition to online biz in long run. Ppl spending on mall are gradually reduced as more ppl tends to purchase higher value goods over online, etc phone, laptops etc; cheaper n more confident over online shopping are among reasons. Foods, entertainment, likely continue excel in mall. Grocery n appearance probably affected. Easier method to gauge probably see how ur family n friends shifting their purchase behaviour from mall/shop to online
26/12/2020 10:50 AM
tws13282 went to gurney on christmas eve. Waited for 15 min just to enter the car park. Guess and see the crowd
26/12/2020 9:45 PM
BuffetOnWeed https://www.tradingview.com/chart/CMMT/SiLuQJkG-Oversold/
30/12/2020 1:41 PM
Above60percent Bought some, intend to keep for 1 year, unless target achieved earlier.
30/12/2020 8:22 PM
BuffetOnWeed This is a good recovery stock. Their profit margins always solid.
30/12/2020 9:49 PM
BuffetOnWeed No one is worried. That's the fun part. Only one worried is kwsp keep selling. They probably need cashflow
31/12/2020 9:21 AM
shortinvestor77 Window dressing today?
31/12/2020 11:28 AM
J2529 asia share finish 2020 record high. malaysia byebye
31/12/2020 11:28 AM
alex today's closing very interesting.. be ready.. lets see got magic like 2017 or not.. eh.. hmm..
31/12/2020 3:17 PM
BuffetOnWeed EPF will buy back because they need the dividend. I can almost guarantee it. I smell the waters already
04/01/2021 10:27 AM
BuffetOnWeed Gurney plaza full af like covid dosent even exist
04/01/2021 10:27 AM
BuffetOnWeed https://www.thestar.com.my/business/business-news/2021/01/06/epf-approves-25m-out-of-388m-applications-for-i-sinar
06/01/2021 11:57 PM
CUTLOST Eon much better to hold
10/01/2021 12:56 AM
Maridien2 3Damansara and Sg Wang dead. Mines will start to rot when Pavilion Bukit Jalil opens.
11/01/2021 10:52 AM
Sneakpeek Everyday sliding to new low... 55c coming
13/01/2021 2:48 AM
fortunefire only 2 things that attract me about this reit - gurney plaza and capitaland.
13/01/2021 10:15 PM
traintobullland Gurney is always crowded even during weekdays. When mco is lifted, will sure rebound to pre-covid RM1.
15/01/2021 1:30 PM
99newbie Yes, lower price can buy and hold
15/01/2021 1:43 PM
BuffetOnWeed It's going to rebound already. Dividend soon
15/01/2021 4:14 PM
BuffetOnWeed EPF will fomo in
15/01/2021 4:14 PM
traintobullland Will the dividend be higher than last 1sen? Since July to Dec mostly RMCO.. Hope can get at least 2sen
15/01/2021 4:33 PM
fortunefire How's the progress of jumpa mall? still under reno?
15/01/2021 5:01 PM
ivanlau getting worse.... really getting worse..... the capital mall business drop drop a lot .... foresee it will drop till 55 cents.
15/01/2021 8:32 PM
fortunefire 55cent? that's 50% drops from the pre-covid price!
15/01/2021 8:39 PM
traintobullland 55 cent then I topup
16/01/2021 12:49 AM


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