Posted by RainT > 2020-02-06 14:48 | Report Abuse

other REIT that own good quality mall :

IGBREIT : MID VALLEY mega mall & the gardens

PAVREIT : PAVILLION

KLCC : KLCC mall

these are high quality malls

Posted by Kenokaya > 2020-02-06 14:51 | Report Abuse

thank you cklam81. Will buy alaqar first.

Posted by Valgrovest > 2020-02-11 17:42 | Report Abuse

EPF kept accumulating

Posted by CUTLOST > 2020-02-18 00:47 | Report Abuse

affected by covid-19 last few week,will recover back to 1.40

Posted by RainT > 2020-02-19 20:34 | Report Abuse

50% of rental income is frm Gurney Plaza

Posted by investory321 > 2020-03-03 11:59 | Report Abuse

Rm1.40??? Really??? it will take forever

Posted by AllanTingAS > 2020-03-03 22:17 | Report Abuse

I sold for tiny profit margin. Waiting for another price adjustment to enter as market is volatile!

Posted by PN2020 > 2020-04-01 09:46 | Report Abuse

can anyone confirm tomorrow agm at pullman hotel still on or postpone？

Posted by PN2020 > 2020-04-01 09:52 | Report Abuse

？？？

Posted by ValueMe > 2020-04-18 09:55 | Report Abuse

How is CMMT mitigating the risk of closing down their business ?
What is the management next course of action?
Expanding Capitastar options into other relevent online marketing options?
Would CMMT buy back shares or just become the next Parkson?

Posted by reitpulse > 2020-04-26 21:41 |

Post removed.Why?

Posted by ValueMe > 2020-04-28 08:52 | Report Abuse

Time to short sell CMMT soon...

Posted by iHunter > 2020-05-01 17:07 | Report Abuse

News release : CMMT commits up to RM35.0 million of rental relief to support affected tenants.

Their normal earning is RM72 million. So, 72 - 35 = 37 million. Their operations cost is normally 26 Millions and buffer 10%, 2.6 million. So, 37 - 28.6 = 8.4 millions. Approximately 88% drop in earning. This is not detailed calculation and it could be worst. If they include Singapore to support affected tenants/business which not yet announce, probably worst and it could be negative income this year.

The announcement was no yet priced in the current price. I wonder how market will react next week.
But the good thing is, they announce it to the public which allow investor to reevaluate their strategy. I respect that and the right thing to do.

Good luck to all of us.

Posted by Kalaihselvan Krishnan > 2020-07-16 13:14 | Report Abuse

Going to be tough quarter

Posted by Investman1981 > 2020-07-16 20:24 | Report Abuse

Agreed. I check sg wang plaza too many empty left

Posted by tstan100 > 2020-07-21 16:23 | Report Abuse

CMMT next support RM0.52

Posted by nguong02 > 2020-07-22 05:00 | Report Abuse

Wow. I was going to add on

Posted by meerkat0078 > 2020-07-24 09:57 | Report Abuse

The current price has factored in the 2nd Q of 2020's perfromance. Note the following:

Lower Financial Results Mainly due to:
▪significant rental waivers and rebates given to non essential services tenants during the various phases of the Movement Control Order(MCO)
▪lower carpark and marcom income as well as lower recovery of utilities during the various phases of the MCO and
▪lower occupancies amidst the uncertainties arising from the pandemic and economic recovery post-MCO

Now that business has almost returned to normal, the results will definitely be better for Q3.

Posted by Kalaihselvan Krishnan > 2020-07-25 15:56 | Report Abuse

However if we see their previous quarters, this stock has not been delivering good results. Downward earnings.

Posted by 000698 > 2020-08-05 19:43 | Report Abuse

Today buy and will flying soon.

Posted by 99newbie > 2020-09-25 16:00 | Report Abuse

why keep drop

Posted by ivanlau > 2020-10-11 22:18 | Report Abuse

under current covid 19 sentiment, believe it will further drop to 55 cents...... now closing 0.635

Posted by investfuture > 2020-10-31 17:09 | Report Abuse

CMMT（5180.KLSE）3Q2020 quarter report analysis

中文：
https://vitamincash.com.my/zh_CN/2020/10/31/cmmt-3q2020-analysis/

English:
https://vitamincash.com.my/en_US/2020/10/31/cmmt-3q2020-analysis/

Posted by jeremy_wong > 2020-11-04 19:50 | Report Abuse

CMCO in Penang Queensbay Mall. CMMT own 90% of it

Posted by UncleFollower > 2020-11-07 02:48 | Report Abuse

Aijor since when CMMT owns Queensbay Mall...read up before talk can

Posted by Investman1981 > 2020-11-11 22:41 | Report Abuse

Keep down price. Are mall empty now since CMCO??

Posted by ngothyeaun > 2020-11-13 20:40 | Report Abuse

just hold.

Posted by UncleFollower > 2020-11-16 15:13 | Report Abuse

Disagree. It's the time to buy

ngothyeaun just hold.
13/11/2020 8:40 PM

Posted by 99newbie > 2020-11-18 11:27 | Report Abuse

reit still cheap now, is time to average the price

Posted by loss9696 > 2020-11-19 23:19 | Report Abuse

Hi everyone, can go in now? I bought above 1 previously.

Posted by UncleFollower > 2020-11-24 23:37 | Report Abuse

Hi loss, nice name. If you bought above 1 why are you worried now. Have a look at the top shareholders concentration. Have a thought about the things CMMT owns.

The low gearing is underrated.

The discount from NAV is shocking. This cannot last. Wait till Covid over will be too late

Mathematically u r lucky to have held still from $1, in a way. Because ur average down now would be very easy. Always look at the bright side bro

Posted by loss9696 > 2020-12-02 21:12 | Report Abuse

Thank you unclefollower, looking for chance to buy again. the price has been trading around 0.61. if it starts to stabilize i will buy.

Posted by wolf515 > 2020-12-07 15:32 | Report Abuse

Moving up slowing day by day now.

Posted by tws13282 > 2020-12-07 17:26 | Report Abuse

Hi everyone. I am new to this counter. Do you guys retail reits is good in this current situation?

Posted by miniminer > 2020-12-07 21:20 | Report Abuse

Starting recovery MCO for many states, interstate is open for travel, good news! time for recovering, dividend coming..... go go CMMT ......hehehe................

Posted by tws13282 > 2020-12-09 18:19 | Report Abuse

wow dip again. will top up soon

Posted by loss9696 > 2020-12-10 10:22 | Report Abuse

Bought in when it goes up, fell for the ambush. Haha. Consider avg down.

Posted by another77 > 2020-12-10 20:56 | Report Abuse

Buy now to avoid disappointment. All complexes under CMMT are running as normal and likely the rental will be back to normal soon.

Posted by josephn > 2020-12-11 10:26 | Report Abuse

Hektar Reit recovery, cmmt reit also recovery, go back to Rm1

Posted by FutureGains > 2020-12-12 17:40 | Report Abuse

maybe can limit up for property stock..
ALSO monitor EKOVEST CMMT KSL E

Posted by CalvinKang > 2020-12-13 08:58 | Report Abuse

seems like its making a comeback. will put into watchlist

Posted by tws13282 > 2020-12-13 20:23 | Report Abuse

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

Posted by UncleFollower > 2020-12-14 03:19 | Report Abuse

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

Posted by 99newbie > 2020-12-18 10:07 | Report Abuse

dividend higher than bank interest

Posted by AlibabaInf > 2020-12-18 17:30 | Report Abuse

May I know Penang queenbay mall under which reits?

Posted by Patrick Ling > 2020-12-18 17:37 | Report Abuse

Capitalmall Asia of Singapore

Posted by AlibabaInf > 2020-12-18 17:49 | Report Abuse

O not under cmmt

Posted by AlibabaInf > 2020-12-18 17:49 | Report Abuse

Only gurney under cmmt

Posted by UncleFollower > 2020-12-18 19:57 | Report Abuse

Penangites? How is Gurney Plaza doing? KL big malls doing well already. Except of coz for Sg Wang and tropi city mall...

Posted by UncleFollower > 2020-12-18 20:02 | Report Abuse

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