CAPITALAND MALAYSIA TRUST

KLSE (MYR): CLMT (5180)

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Last Price

0.69

Today's Change

+0.02 (2.99%)

Day's Change

0.67 - 0.695

Trading Volume

4,860,500


5 people like this.

1,132 comment(s). Last comment by auditorandconsultant 5 days ago

goldenhope

261 posts

Posted by goldenhope > 2023-01-16 14:01 | Report Abuse

time to collect at low price

speakup

25,339 posts

Posted by speakup > 2023-01-20 14:55 | Report Abuse

sungai wang is soooooo quiet!

Goodprofit

1,022 posts

Posted by Goodprofit > 2023-01-25 08:57 | Report Abuse

sungai wang already outdated

speakup

25,339 posts

Posted by speakup > 2023-01-25 08:59 | Report Abuse

one day CLMT either:
1) demolish sungai wang and rebuild
2) disposed sungai wang
3) write off sungai wang investment

Goodprofit

1,022 posts

Posted by Goodprofit > 2023-01-25 09:00 | Report Abuse

yesterday I visit gurney mall and I found that window dressing is more than buy, at lower ground F & B restaurants good business during the festival season only.

Goodprofit

1,022 posts

Posted by Goodprofit > 2023-01-25 09:06 | Report Abuse

how long these shop can stand without business and high rental at gurney mall

speakup

25,339 posts

Posted by speakup > 2023-01-25 09:06 | Report Abuse

SELL!
downgrade to underperform

Goodprofit

1,022 posts

Posted by Goodprofit > 2023-01-25 09:08 | Report Abuse

At the same time queesbay mall also same situation as gurney mall.

fortunefire

1,381 posts

Posted by fortunefire > 2023-01-25 10:31 | Report Abuse

Jumpa aka Sg Wang will perform well in the future

Posted by xiaoGinna6969 > 2023-01-26 16:26 | Report Abuse

Well done CLMT, HENG AH ONG AH HUAT AH!

pang72

48,304 posts

Posted by pang72 > 2023-01-27 21:53 | Report Abuse

Another reit which is in the recovering phase.
Dividend Yield 6.5%. No question ask.

pang72

48,304 posts

Posted by pang72 > 2023-01-28 17:38 | Report Abuse

Precovisd is 87c.

fortunefire

1,381 posts

Posted by fortunefire > 2023-02-07 09:48 | Report Abuse

EPF keeps dumping

firehawk

4,773 posts

Posted by firehawk > 2023-02-09 16:28 | Report Abuse

Is going to determine the issued price for QBM acquisition

firehawk

4,773 posts

Posted by firehawk > 2023-02-10 23:02 | Report Abuse

the issued price of PP is probably below 50sen

speakup

25,339 posts

Posted by speakup > 2023-02-11 17:29 | Report Abuse

already pump up

firehawk

4,773 posts

Posted by firehawk > 2023-02-12 06:42 | Report Abuse

sorry! the PP probably below 55sen, mistake in my previous post

speakup

25,339 posts

Posted by speakup > 2023-02-12 08:10 | Report Abuse

why lah do PP? do lah RI so every shareholder can participate buy cheap, instead of just letting cronies benefit from PP cheap price?

firehawk

4,773 posts

Posted by firehawk > 2023-02-12 08:46 | Report Abuse

PP issued to the owner as part of the acquisition cost of Queen Bay Mall

fortunefire

1,381 posts

Posted by fortunefire > 2023-02-23 10:37 | Report Abuse

worst performing retail reits?

brandon99

150 posts

Posted by brandon99 > 2023-02-23 11:55 | Report Abuse

Too aggressive management. REIT investors want stability. CLMT behaves like a growth stock. Keeps on changing policies to climb higher and higher instead of keeping income stable.

speakup

25,339 posts

Posted by speakup > 2023-02-23 12:17 | Report Abuse

wont be suprised back to 50sen
sg wang is dragging it down. they need to dispose of this sg wang

Posted by investlogic > 2023-02-24 11:50 | Report Abuse

Bad corporate governance and oppress minority unit owners. The board and manager need to be changed before the REIT can perform.

fortunefire

1,381 posts

Posted by fortunefire > 2023-03-08 09:18 | Report Abuse

will it drop below 0.50 soon?

speakup

25,339 posts

Posted by speakup > 2023-03-08 09:26 | Report Abuse

Capital Land in Singapore is not the same as Capital Land in CLMT. Different ppl with different mindsets running them

fortunefire

1,381 posts

Posted by fortunefire > 2023-03-13 13:33 | Report Abuse

RM0.49..... so there is a possibility that it will drop below 0.50...

brandon99

150 posts

Posted by brandon99 > 2023-03-13 19:49 | Report Abuse

Queensbay part selling at 49 cents. Sure will be closed to 49 cents.

fortunefire

1,381 posts

Posted by fortunefire > 2023-03-23 10:06 | Report Abuse

Good price now. can buy some to keep for dividend

donald770

248 posts

Posted by donald770 > 2023-04-05 05:29 | Report Abuse

Fundamentals are flashing great value. 1. Financial result not good due to depreciation effect of COVID n it is reducing.2. It a REIT stock n it is very defensive with dividend.3. less worries during market turmoil. Your take?

firehawk

4,773 posts

Posted by firehawk > 2023-04-05 09:38 | Report Abuse

The only drawback is, interest hike will erode profit

donald770

248 posts

Posted by donald770 > 2023-04-05 15:38 | Report Abuse

@firehawk, thanks for your response. Is it possible for it to recover at pre COVID level where there is no value impairment. It means capital rerating too.

loneranger

312 posts

Posted by loneranger > 2023-04-09 18:04 | Report Abuse

It is the REIT beside Hektar which gives you 10% dividend yield.

donald770

248 posts

Posted by donald770 > 2023-04-12 06:34 | Report Abuse

@loneranger, l didn't study Hektar. Clmt does have discount though it is not as progressive as others. Assume it gives out 6.25 CTS as pre COVID,n u divide its price, it gives about 12 percent. The market discount some hektar value because it's por mostly leasehold. Correcyme if l m wrong.

donald770

248 posts

Posted by donald770 > 2023-04-12 06:35 | Report Abuse

Correct me if l m wrong.

brandon99

150 posts

Posted by brandon99 > 2023-04-14 10:21 | Report Abuse

Huge sell queue by a few people everyday.

1) these people get these stocks for free
2) these people are afraid of potential financial crisis
3) these people are afraid of upcoming QR
4) these people are planning long holiday during Raya and reduce holding to have a peace of mind during trip

donald770

248 posts

Posted by donald770 > 2023-04-15 14:34 | Report Abuse

@brandon99, they issue pp,no free issues that l know of . If there is a crisis, REIT could be a good bet. REIT has less volatile price movements n has high dividend. As regards the upcoming qr, it highly expected to be much better with the lastest acquisitions which is Queenbay n no further impairment in their account. Regarding the long queue of sellers, l feel there is player collecting. It could be EPF.

speakup

25,339 posts

Posted by speakup > 2023-04-15 19:40 | Report Abuse

SG Wang and Tropicana City Mall not doing well

donald770

248 posts

Posted by donald770 > 2023-04-21 16:53 | Report Abuse

Tropicana City Mall is not in it's por.. Overall it has de discount

donald770

248 posts

Posted by donald770 > 2023-04-21 16:54 | Report Abuse

Overall it has deep discount.

loneranger

312 posts

Posted by loneranger > 2023-04-25 08:32 | Report Abuse

I wish to keep CLMT as my long term dividend stock. I hope I am doing the right thing. The QR is out this Thursday, I wish the result is encouraging.

speakup

25,339 posts

Posted by speakup > 2023-04-25 09:34 | Report Abuse

best mall reit: igbreit
best office reit: ouareit
best industrial reit: axreit
best hospital reit: alaqar
best diversified reit: sunreit

buy only the best, forget the rest!

brandon99

150 posts

Posted by brandon99 > 2023-04-25 11:54 | Report Abuse

The selling pressure might be hinting the QR this Thursday will be bad. Now it is the bet of no insider info leaking.

Jnlee

295 posts

Posted by Jnlee > 2023-04-27 19:35 | Report Abuse

gg, results not so good

brandon99

150 posts

Posted by brandon99 > 2023-04-27 20:19 | Report Abuse

Not too bad either. Slow recovery. The revenue tells the story. Those, other than revenue, are about efficiency of the management,

firehawk

4,773 posts

Posted by firehawk > 2023-04-27 20:30 | Report Abuse

Fair value loss of RM8.0 million was recognised post acquisition of Queensbay Mall as the capitalised investment property and incidental costs exceeded the independent external valuation of RM1 billion. The fair value loss represents the write-off on a portion of incidental costs incurred.

Finance costs for 1Q 2023 of RM14.0 million was higher than 1Q 2022 as the Group’s borrowings have increased by RM763.3 million to part finance the acquisition of Queensbay Mall. Additionally, floating rate borrowings were subjected to higher interest costs after several Overnight Policy Rate hikes totalling 100 basis points over the past one year. The average cost of debt was 3.58% p.a. for this quarter against 1Q 2022’s 3.06% p.a.

Overall, distributable income to Unitholders for 1Q 2023 was RM19.8 million, a slight decline of RM0.6 million or 3.1% compared to 1Q 2022 due to the abovementioned factors.

speakup

25,339 posts

Posted by speakup > 2023-04-27 21:16 | Report Abuse

how come NTA drop year after year, from 1.28 in year 2016 to only 0.97 now???

donald770

248 posts

Posted by donald770 > 2023-05-01 11:35 | Report Abuse

Minimizer, u r able to pick up important points that matter. I can't find the important point about OBM. Thanks.

brandon99

150 posts

Posted by brandon99 > 2023-05-02 14:13 | Report Abuse

Penang people should know the biz and crowd in QBM is better than Gurney. But profitability wise, it is still a question mark. Eventually, the profit from QBM will not be bad by just looking at the insane crowd and parking occupation rate everyday.

fortunefire

1,381 posts

Posted by fortunefire > 2023-05-02 15:37 | Report Abuse

buy more before it moves up

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