Posted by fortunefire > 2022-11-11 10:28 | Report Abuse

shopping mall again? Thought CLMT wanna focus on acquiring industrial properties?

Posted by 10bagger10 > 2022-12-21 21:57 | Report Abuse

Thing 90 what's ur average price?

Posted by fortunefire > 2023-01-05 15:23 | Report Abuse

rising star

Posted by Goodprofit > 2023-01-12 18:30 | Report Abuse

Queensbay mall was very clouded during CNY , i would says almost 95% shops open

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

time to collect at low price

Posted by speakup > 2023-01-20 07:55 | Report Abuse

https://www.thestar.com.my/business/business-news/2023/01/19/cmlt-posts-higher-distributable-income-of-rm8750mil-for-fy22

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

sungai wang is soooooo quiet!

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

sungai wang already outdated

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

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.

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

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

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

SELL!
downgrade to underperform

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

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

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!

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.

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

Precovisd is 87c.

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

EPF keeps dumping

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

Is going to determine the issued price for QBM acquisition

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

the issued price of PP is probably below 50sen

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

already pump up

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

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

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?

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

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

worst performing retail reits?

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.

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.

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

will it drop below 0.50 soon?

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

Posted by fortunefire > 2 months ago | Report Abuse

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

Posted by miniminer > 2 months ago | Report Abuse

Add a bit today as retirement investment, 4.01/50.5 * 100 = 7.94%, nearly 8%, very good buy for me liao and this ctr still in recovering mode, while not much margin for EPF to sell and buy back at 0.49 de ........hehehe.........................

Posted by brandon99 > 2 months ago | Report Abuse

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

Posted by fortunefire > 2 months ago | Report Abuse

Good price now. can buy some to keep for dividend

Posted by donald770 > 2 months ago | 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?

Posted by firehawk > 2 months ago | Report Abuse

The only drawback is, interest hike will erode profit

Posted by donald770 > 2 months ago | 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.

Posted by loneranger > 1 month ago | Report Abuse

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

Posted by donald770 > 1 month ago | 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.

Posted by donald770 > 1 month ago | Report Abuse

Correct me if l m wrong.

Posted by brandon99 > 1 month ago | 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

Posted by donald770 > 1 month ago | 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.

Posted by speakup > 1 month ago | Report Abuse

SG Wang and Tropicana City Mall not doing well

Posted by donald770 > 1 month ago | Report Abuse

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

Posted by donald770 > 1 month ago | Report Abuse

Overall it has deep discount.

Posted by loneranger > 1 month ago | 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.

Posted by speakup > 1 month ago | 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!

Posted by brandon99 > 1 month ago | 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.

Posted by loneranger > 1 month ago | Report Abuse

Just topped up 500 lots. Waiting for good QR tomorrow. Hahaha.

Posted by Jnlee > 1 month ago | Report Abuse

gg, results not so good