Posted by UncleFollower > 2020-12-18 20:03 | Report Abuse

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

Posted by tws13282 > 2020-12-22 19:08 | Report Abuse

@unclefollower which is cheaper than CMMT?
Yes Gurney plaza business is good. Parking occupancy around 80% on weekends and 65-70 percent on weekdays

Posted by tws13282 > 2020-12-22 19:14 | Report Abuse

They have opened a new foodcourt and is full almost every night. I dont see any unrented space so far.

Posted by UncleFollower > 2020-12-23 15:00 | Report Abuse

@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

Posted by UncleFollower > 2020-12-23 15:01 | Report Abuse

Great to hear Gurney is doing well. Doesnt look like the recent movements is anything other than a sizeable shareholder trying to liquidate

Posted by tws13282 > 2020-12-23 22:58 | Report Abuse

Gurney business will sure be good and will appriciate over years. Just imagine that people ququeing for grab for non stop during peak seasons

Posted by eddy888 > 2020-12-25 20:44 | Report Abuse

Shopping mall will be recovered once vaccine delivered. Seems like syndicate pushing down the price

Posted by tws13282 > 2020-12-26 21:45 | Report Abuse

went to gurney on christmas eve. Waited for 15 min just to enter the car park. Guess and see the crowd

Posted by BuffetOnWeed > 2020-12-30 13:41 | Report Abuse

https://www.tradingview.com/chart/CMMT/SiLuQJkG-Oversold/

Posted by Above60percent > 2020-12-30 20:22 | Report Abuse

Bought some, intend to keep for 1 year, unless target achieved earlier.

Posted by BuffetOnWeed > 2020-12-30 21:49 | Report Abuse

This is a good recovery stock. Their profit margins always solid.

Posted by BuffetOnWeed > 2020-12-31 09:21 | Report Abuse

No one is worried. That's the fun part. Only one worried is kwsp keep selling. They probably need cashflow

Posted by shortinvestor77 > 2020-12-31 11:28 | Report Abuse

Window dressing today?

Posted by J2529 > 2020-12-31 11:28 | Report Abuse

asia share finish 2020 record high. malaysia byebye

Posted by alex > 2020-12-31 15:17 | Report Abuse

today's closing very interesting.. be ready.. lets see got magic like 2017 or not.. eh.. hmm..

Posted by BuffetOnWeed > 2021-01-04 10:27 | Report Abuse

EPF will buy back because they need the dividend. I can almost guarantee it. I smell the waters already

Posted by BuffetOnWeed > 2021-01-04 10:27 | Report Abuse

Gurney plaza full af like covid dosent even exist

Posted by BuffetOnWeed > 2021-01-06 23:57 | Report Abuse

https://www.thestar.com.my/business/business-news/2021/01/06/epf-approves-25m-out-of-388m-applications-for-i-sinar

Posted by CUTLOST > 2021-01-10 00:56 | Report Abuse

Eon much better to hold

Posted by Maridien2 > 2021-01-11 10:52 | Report Abuse

3Damansara and Sg Wang dead. Mines will start to rot when Pavilion Bukit Jalil opens.

Posted by Sneakpeek > 2021-01-13 02:48 | Report Abuse

Everyday sliding to new low... 55c coming

Posted by fortunefire > 2021-01-13 22:15 | Report Abuse

only 2 things that attract me about this reit - gurney plaza and capitaland.

Posted by traintobullland > 2021-01-15 13:30 | Report Abuse

Gurney is always crowded even during weekdays. When mco is lifted, will sure rebound to pre-covid RM1.

Posted by 99newbie > 2021-01-15 13:43 | Report Abuse

Yes, lower price can buy and hold

Posted by BuffetOnWeed > 2021-01-15 16:14 | Report Abuse

It's going to rebound already. Dividend soon

Posted by BuffetOnWeed > 2021-01-15 16:14 | Report Abuse

EPF will fomo in

Posted by traintobullland > 2021-01-15 16:33 | Report Abuse

Will the dividend be higher than last 1sen? Since July to Dec mostly RMCO.. Hope can get at least 2sen

Posted by fortunefire > 2021-01-15 17:01 | Report Abuse

How's the progress of jumpa mall? still under reno?

Posted by ivanlau > 2021-01-15 20:32 | Report Abuse

getting worse.... really getting worse..... the capital mall business drop drop a lot .... foresee it will drop till 55 cents.

Posted by fortunefire > 2021-01-15 20:39 | Report Abuse

55cent? that's 50% drops from the pre-covid price!

Posted by traintobullland > 2021-01-16 00:49 | Report Abuse

55 cent then I topup

Posted by BuffetOnWeed > 2021-01-17 15:19 | Report Abuse

If 55c, all in. Lol. Capita land numbers are always solid. Even if revenue affected abit, their profit margin for a REIT is very very very good.

Posted by WhereToInvest > 2021-01-22 18:10 | Report Abuse

One of the good reits in old time.

Posted by ivanlau > 2021-01-22 19:48 | Report Abuse

today closing 0.62, by next week it will drop to 56 cents due to poor QR .

Posted by Maridien2 > 2021-01-22 20:51 | Report Abuse

Useless shit company

Posted by tws13282 > 2021-01-22 21:15 | Report Abuse

Please read the QR carefully before you comment. The loss is due to the revaluation of malls in Klang Valley.

Posted by tws13282 > 2021-01-22 21:16 | Report Abuse

It is on its pace in recovery. Income just decrease 20% from last year

Posted by traintobullland > 2021-01-22 21:34 | Report Abuse

Yes, QR clearly states that the management is doing its best to mitigate, e.g. opening of food hall in gurney plaza

Posted by traintobullland > 2021-01-22 21:35 | Report Abuse

Unavoidable for all REITs to report lower earnings, can't compare to pre-covid

Posted by traintobullland > 2021-01-26 01:13 | Report Abuse

https://www.theedgemarkets.com/article/cgscimb-worst-over-cmmt-share-price-risks-remain

Worst is over

Posted by fortunefire > 2021-01-27 08:39 | Report Abuse

Anyone is interested in the proposed of NEW ISSUE OF SECURITIES?

Posted by traintobullland > 2021-01-27 09:18 | Report Abuse

does it mean we'll be getting odd lots?

Posted by fortunefire > 2021-01-27 16:10 | Report Abuse

sounds like it

Posted by ykloh > 2021-01-27 19:32 | Report Abuse

Selling odd lots is simple now tro the odd lot board now.

Posted by traintobullland > 2021-01-28 01:29 | Report Abuse

I read from the last DRP, unitholders need to pay RM10 stamp duty

Posted by fortunefire > 2021-01-29 15:21 | Report Abuse

strong support at 0.60

Posted by traintobullland > 2021-01-30 10:38 | Report Abuse

cmmt actually does not fluctuate that much compared to other reit hmm

Posted by fortunefire > 2021-02-03 11:48 | Report Abuse

dpu 1.99 ain't bad

Posted by reitpulse > 2021-02-03 13:46 |

Post removed.Why?

Posted by fortunefire > 2021-02-03 20:31 | Report Abuse

the most scary part is 40% lease gonna expire this year.....