CAPITALAND MALAYSIA TRUST

KLSE (MYR): CLMT (5180)

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Last Price

0.66

Today's Change

0.00 (0.00%)

Day's Change

0.66 - 0.665

Trading Volume

877,300


5 people like this.

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

Goodprofit

1,022 posts

Posted by Goodprofit > 2023-05-08 22:15 | Report Abuse

QBM is better than Gurney that's for sure

speakup

26,084 posts

Posted by speakup > 2023-05-09 09:23 | Report Abuse

1 very good asset, 2 bad assets. Rest so so

Up_down

4,304 posts

Posted by Up_down > 2023-05-12 16:45 | Report Abuse

A leading indicator ,US PPI index, is trending downward or dropped from the peak 11.3% in 12 months ago against reported 2.3% for Apr 23. It shows that CPI is under control after Fed hiking interest rates steeply. Expect Fed to announce cutting interest rate in the year end.

fortunefire

1,412 posts

Posted by fortunefire > 2023-05-17 13:03 | Report Abuse

testing 0.50

brandon99

151 posts

Posted by brandon99 > 2023-06-06 10:45 | Report Abuse

Hope new director more efficient. The management cost is crucial to share price. Most likely the former tradition will keep going.

csan

436 posts

Posted by csan > 2023-06-23 17:22 | Report Abuse

it is a matter of time before clmt goes to 65-70sen. investors are still stuck thinking about their 2 struggling malls sungei wang and 3 damansara and have underestimated the effect of qbm to their future earnings and dividends.

Jnlee

301 posts

Posted by Jnlee > 2023-06-27 13:31 | Report Abuse

Why keep on dropping

Jnlee

301 posts

Posted by Jnlee > 2023-06-30 13:57 | Report Abuse

drop 50¢ gg

fortunefire

1,412 posts

Posted by fortunefire > 2023-06-30 16:41 | Report Abuse

this stock been sleeping for 3 years. others already roaring

brandon99

151 posts

Posted by brandon99 > 2023-07-25 11:01 | Report Abuse

Focus will be on QBM. Can QBM offset the loss from 3 bad properties? To Penang people, it is a steal. To non-Penang people, the 3-toxic-properties is a heavy baggage to carry around.

csan

436 posts

Posted by csan > 2023-07-25 15:29 | Report Abuse

brandon99, lol qbm 1 quarter alone will offset the combined annual loss of all the 3 bad properties.

tws13282

358 posts

Posted by tws13282 > 2023-07-25 18:42 | Report Abuse

not until the biggest shopping mall at the light city built by ijm

speakup

26,084 posts

Posted by speakup > 2023-07-25 21:26 | Report Abuse

not sure whether u are intentionally trying to mislead or just made error

Posted by cooledhawk123654 > 2023-07-25 22:59 | Report Abuse

dividend only 1.19 sens and whole yr 1.93, the whole yr yield is a bit low

DividendGuy67

1,011 posts

Posted by DividendGuy67 > 2023-07-25 23:21 | Report Abuse

Owning at a low price is important. My average buy price is 0.52. Last year, total dividend is 4 sen. This year, I expect around 4 sen again. 4 sen * 90% (conservatively assuming everything is taxable) ~ 3.6 sen. Yield = 3.6 sen / 52 sen ~ 6.9% which is decent and beats EPF.

It's not the best yield, not the best REIT, got some non performing properties, but the low price and the decent dividend yield makes up for it.

Hemsley

341 posts

Posted by Hemsley > 2023-07-26 14:51 | Report Abuse

This guy give 4 times dividend per year? Previous years only 2 times.

Siow Looi

420 posts

Posted by Siow Looi > 2023-07-31 16:39 | Report Abuse

Rising dividend

Posted by auditorandconsultant > 2023-08-02 04:13 | Report Abuse

CapitaLand Malaysia Trust (CLMT) - A Humble Recovery of A Hidden Germ after Parkson. Currently, the price of CLMT is a mega discount. If you look at NPI projected for FY2023 and FY2024, they are prudently projected and as a Penanagite, I do not foresee any big issue with Gurney Plaza, Queensbay Mall and Valdor Logistics. I trust that the next few Quarters, under the leadership of the newly appointed CEO, a Singaporean since FY2022, CLMT will humbly recover.

You can look at the NPI of the recently announced QR, a significant increase in NPI after the investment of Valdor Logistics which resulted in 90% NPI Margin and Queensbay Mall which had already covered 90% of the existing finance cost.

Kindly refer to this analysis for further understanding

Posted by auditorandconsultant > 2023-08-02 04:15 | Report Abuse

devotee-of-john-templeton.blogspot.com/2023/08/capitaland-malaysia-trust-clmt-humble

Posted by auditorandconsultant > 2023-08-02 09:49 | Report Abuse

Hi all, please see LIVE update as of today morning only ------ > devotee-of-john-templeton.blogspot.com/2023/08/top-managements-responses-to-my-queries

The top management is highly responsive!

I forwarded my insights and questions to them and within 1 day, they responded me!

It is good to have timely update that CLMT has strategised itself to venture into INDUSTRIAL/LOGISTICS REITs in which the Profit Margin is as high as 90%!

For assets in Klang Valley, the newly appointed CEO will be focusing and using Differentiation Strategy for the turnaround plan!

Hopefully, the newly appointed Singaporean CEO will bring his experience and create another Vivo City in Klang Valley!

From time to time, I will be updating everyone here because I will have timely communication with the top management from time to time. I will also be communicating with an Investment Director from Temasik Group whose portfolio in in Real Estate Investment and he is in charge of Singapore REITs! From my communication with the Expert, I will be understanding better in REITs and especially CLMT which is managed and handled by Singaporeans!

Congratulations to all who has decided and joined me in CLMT when the price was as low as around 50 cents!

thing90

4 posts

Posted by thing90 > 2023-08-02 18:01 | Report Abuse

I don’t expect CLMT performance will be back to pre-pandemic, at least can maintain above 50cents. Many competitors(Sunshine, The Light, Mitsui & latest PICC) are coming to Penang in a few years, are they prepared to get tested for their resilient on the island?

thing90

4 posts

Posted by thing90 > 2023-08-02 22:36 | Report Abuse

& RM2 billion debt~

brandon99

151 posts

Posted by brandon99 > 2023-08-03 12:36 | Report Abuse

Obviously thing90 is not from Penang. Mall design and traffic to the mall are very important.

thing90

4 posts

Posted by thing90 > 2023-08-03 13:26 | Report Abuse

Mall design, is it comparable to IOI city Mall?

boonwei98

87 posts

Posted by boonwei98 > 2023-08-03 13:31 | Report Abuse

Best is to go see the mall yourself. Make a road trip thing90.

brandon99

151 posts

Posted by brandon99 > 2023-08-03 14:22 | Report Abuse

Most tourists go to either Gurney or Queensbay. ChatGPT always recommends Gurney as the shopping destination.

brandon99

151 posts

Posted by brandon99 > 2023-08-03 14:24 | Report Abuse

Despite there is a big mall beside Gurney, the Paragon.

Posted by auditorandconsultant > 2023-08-03 15:06 | Report Abuse

Agreed with you Brandon99

Very obvious those who are not confident with CLMT might not be familiar with Penang Mall or might not be travelling to Penang often

I am a Penangnite. Gurney Plaza and Queensbay Mall are 2 Top Rated malls in Penang and even well known by many tourists.

CLMT has done a good job by acquiring these 2 important malls

Paragon, 1st Avenue, Straits Quay, Sunshine ----> less attractive and can't beat these 2

Those stay near Jelutong, Gelugor and Bayan Lepas, will always go to QB mall

Whereas those from Tanjung Bunga, Feringgi and town area mostly go to Gurney Plaza

Most crowded area

Do not forget Penang GDP will be driven by more Foreign Investment such as Robert Bosch huge investment in Penang will drive development of human capital, penangnite economy which will in turn help to boost up spending power of Penangnite and from macroeconomic point of field in long run, the fair value of the 2 malls will be enahanced as well when Penang is further developed

Posted by auditorandconsultant > 2023-08-03 15:09 | Report Abuse

Suggest more people to read through this simple analysis for quick understanding

----- > devotee-of-john-templeton.blogspot.com

No doubt that FY2023 will have good NPI which will approximate those in 2018 and 2019

When NPI increase, DPU will be increased whih in turn result in reflection of higher market value of CLMT

Posted by auditorandconsultant > 2023-08-07 08:48 | Report Abuse

CLMT is a no-brainer investment. Later, I will continue to queue to collect discounted price stock.

我认识的一家上市公司的老板娘看了我的部落格和分析,决定明日进去市场开始收购CLMT

她也会分享给她的家族们这个成长股票,希望她排在低价,等大鳄丢票她才买

老子还是买不够,我跟她说了,别冲动慢慢排,别推太快上去。

大家就看着办吧,这个好与坏自己看了分析自己做决定

最近太忙了,等下个quarter 前,我抽时间继续分析几个不错的重点例如

1) Tenancy Profile like occupancy rate, tenant profiles, tenancy expiry trends for the next few FY, net leaseable area for the similar time frame

2) Comparison of performance with Peers

3) Analysis on whether DPU will March higher compared with FY2018/19

On top of the above, I will keep track on the development of diversification of REITs to Industrial/Logistics REITs

Rest assured, I will continue to accumulate CLMT. RM1 is attainable in my projection!

See my blog at devotee-of-john-templeton.blogspot.com

Posted by auditorandconsultant > 2023-08-08 00:51 | Report Abuse

CLMT ---- > 天赐良机,天上真的掉下馅饼,今天等到了!CLMT 再次送大礼!

A very big thank to all fellow Syndicates or Sharks for triggering anxiety among some retail investors to sell CLMT share at lower price of RM0.525 - RM0.530 !

感恩今天大鳄机构们大方的丢票抛售CLMT,他们制造恐慌,很多人就将计就计,敢敢排在RM0.525, RM0.530!

One of my friends who is also an Owner of a Bursa Malaysia Listed Company in Main Board went to stock market to enjoy her shopping spree for mega sales of CLMT!

Tomorrow more and more of my comrades might be queuing to wait for mega sales again! I will be queuing at RM0.520 - RM0.525!

This explains why the trading volume for CLMT was not bad at all!

For your information, VWAP for CLMT today ---> RM0.5259 !

Let's hope that tomorrow there will be mega sales again!

There will be around 8% discount if investors opt for DRIP at price of RM0.4767 per share as per the announcement!

Please take note that you will immediately earn also once you elect for DRIP!

If you compared RM0.4767 with current share price of RM0.530, for the DRIP portion, you would have already earnt RM0.0533 which is around 11.18%

devotee-of-john-templeton.blogspot.com

DISCLAIMER:
This post or blog does not constitute BUY/SELL CALLS and it is just for information sharing. The author above won't be responsible for any parties relying on this information for investment decision.

brandon99

151 posts

Posted by brandon99 > 2023-08-08 15:36 | Report Abuse

No sharks nor syndicates. Just standard safety precaution before an election. Strong green wave may cause a market hiccup next week. Most likely market will rally next week unless Penang turns green.

Posted by auditorandconsultant > 2023-08-14 16:45 | Report Abuse

保守估计有75分

但是我觉得12个月到18个月会有1块

买CLMT 的人必须知道和接受目前

Sungei Wang, 3 Damansara ,亏钱
the mines 逐年盈利减少的问题

但是必须相信新的管理层的能力

买了qbmall, Valdor logistics warehouse 还有Glenmarie shahalam warehouse

转型成diversified REITs

怎么那么多人视而不见

还有我部落格上次分析了,NPI 已经回去year2018 and year2019了,怕股价不回去1块钱吗

怕的请走

只要这个项目的风险是你可以承担的

这个的确是no-brainer investment

可惜马股散户很多看不到那么大好河山,前景

我希望他慢一点,因为我要筹备更多钱

希望放个几十万下去

这个是稳稳赚钱的机会,你们可以继续怀疑继续想

机会不等人

Hemsley

341 posts

Posted by Hemsley > 2023-08-15 11:11 | Report Abuse

This is a good REIT, but don't dump 几十万下去. QBM crowd not as good as before. Previously always need to park at the roof on Sat night, but now level 6 can find car parks (still have level 7 car park before the roof). Besides, the restaurants at the Queens water front also attracted some crowd from QBM. The Gurney Bay reclamation in front of Gurney Plaza is near to the end. There will more waterfront commercial F&B there. Just FYI.

brandon99

151 posts

Posted by brandon99 > 2023-08-15 12:03 | Report Abuse

Yes, Hemsley, the two most popular malls in Penang are not as crowded as before compared to pre-pandemic scenario. QBM is new to CLMT and the earnings can offset some of the bad assets in Selangor/KL. There are still quite a lot of empty lots in Gurney Plaza compared to fully booked + waiting list era. No need to worry about the waterfront thingy as Gurney Paragon (the GIANT mall that is located beside Gurney Plaza) was unable to steal much of the crowds despite their close proximity since its launch a few years back (to me mainly due to its parking setups).

loneranger

319 posts

Posted by loneranger > 2023-08-15 12:45 | Report Abuse

Don't be too optimistic when we do investment. 0.75 is good enough. 1.00 is about 100% return to me coz my average price is below 0.50.

Hemsley

341 posts

Posted by Hemsley > 2023-08-15 12:55 | Report Abuse

Hi Brandon, in Penang, waterfront F&B is more popular. Check out Karpal Sigh drive, and recently Queens waterfront. The Light F&B waterfront will be ready in 2025. Gurney Bay F&B waterfront maybe in another 2 years.

brandon99

151 posts

Posted by brandon99 > 2023-08-15 14:18 | Report Abuse

loneranger and Hamsley, I agree with both of you. Pre-pandemic = RM1.xx, if CLMT malls can recover 50%, it should be able to reach around RM0.75. RM1.00 or more is too optimistic although not impossible as QBM was not in the inventory before pandemic hit.

As for waterfront, The Light is a no-brainer as the traffic to and fro the place is a bit too complicated. Penang bridge's jam can hurt the business as well. Gurney Bay F&B can benefit Gurney plaza as well. Those who go to waterfront for Yam Cha may park in Gurney Plaza or even shop there before or after the gathering in waterfront.

Even the Straits Quay waterfront restaurant nearby Gurney Plaza wasn't a threat to the old popular mall.

thing90

4 posts

Posted by thing90 > 2023-08-15 22:34 | Report Abuse

RM2.2 billion debt, I just hope it won’t go below 50sen for the next 10 years.

Posted by auditorandconsultant > 2023-08-16 14:49 | Report Abuse

I invested heavily in CLMT not merely for Income Distribution

I aim for Growth and Development especially when CLMT has started to diversify its REIT to include Logistics/Industrial REITs

As per the CEO, in long run more and more Industrial Premises will be invested to generate sustainable income for CLMT

miniminer

504 posts

Posted by miniminer > 2023-08-16 22:08 | Report Abuse

Malaysian shopping mall life-style due to the weather and low RM exchange rate attracting tourism make Malaysia's Mall investment distinguish good, I think this 2 advantages will continue for a while, no? ........hehehe.................

firehawk

4,780 posts

Posted by firehawk > 2023-08-16 22:32 | Report Abuse

Reminder,
On behalf of the Board of the Manager, CIMB wishes to announce that the Proposed Placement has been completed following the listing and quotation of 464,997,500 Placement Units on the Main Market of Bursa Securities today. The issuance of the Placement Units raised gross proceeds of approximately RM227.85 million based on the issue price of RM0.49 each.

With the listing of the Placement Units, the total enlarged number of issued CLMT units is 2,671,932,995.

This announcement is dated 13 March 2023.

Hemsley

341 posts

Posted by Hemsley > 2023-08-17 09:27 | Report Abuse

Gurney Bay got it's own car park. The Light waterfront shopping mall will be a direct waterfront mall plus new convention center. A few fly over will be built to enter the premise, like Mid Valley. The "complicated" is not really a big issue compared to the heavy traffic at Gurney Drive. Anyway, it will get it's share from Gurney Plaza and QBM.
Btw, agree with the above that the price will not likely go back to above 1.0 because of the dilution by the additional share issued. Getting above 0.60 is more realistic.

brandon99

151 posts

Posted by brandon99 > 2023-08-17 19:22 | Report Abuse

Hi Hamley, yes I've seen the new flyover. Same thing for the nearby The Light Residence, the traffic seems a bit hard to get. Slight mistake in the path will take you far away from destination. You like IJM a lot? People queued up to buy The Light Residence 10 years ago. Been to Karpal Singh drive many times before. The waterfront attracted a lots of foodies no doubt about it. The nearby 渔人码头 is a strong attraction as well although not as good as the Taiwan Taipei version. CLMT may face strong competition in Penang. Just don't put all your eggs into one basket. As for the new issue of securities, check out all other REITs. Same thing happens all the time.

Hemsley

341 posts

Posted by Hemsley > 2023-08-18 11:10 | Report Abuse

That's why I suggested the guy don't dump 几十万下去.

Posted by auditorandconsultant > 2023-08-19 11:21 | Report Abuse

Many retail investors had recently written to me asking for guidance on how to register for account and enrol in DRIP

Go to my blog below
devotee-of-john-templeton.blogspot.com

look for Topic
HOW TO ENROL IN DRIP --- > CapitaLand Malaysia Trust - Income Distribution (with Dividend Re-Investment Plan) - Ex Date 18 August 2023

DividendGuy67

1,011 posts

Posted by DividendGuy67 > 2023-08-19 15:42 | Report Abuse

I own CLMT for its high dividend yield, which beats EPF and FD. At 52 sen, the TTM yield is nearly 7%. This REIT is even better owned at lower prices. The lower the price, the more I add, until I hit maximum permissable allocation in my portfolio. I like this so much that I now feel I don't have enough at 52 sen, so, I will queue GTC at 52 sen and queue more to own at 51.5 sen, 51 sen, etc. Thank-you.

Posted by auditorandconsultant > 2023-08-20 03:30 | Report Abuse

Personally, I would expect CLMT price to go up to ONE Ringgit within 12-18 months from now! The reason is due to Catalyst of CLMT - Gurney Bay (formerly known as Gurney Wharf) + Certain Unitholders' Plan of Proposing to CLMT to acquire Gurney Paragon from Hunza. You may refer to my Blog to have an overview of Gurney Bay and Proposal of Acquiring Gurney Paragon to form SYNERGY. Gurney Bay will be completed in year2025. So Personally I think that CLMT price now is super duber CHEAP. Remember, Buy or Sell at your own risk!

devotee-of-john-templeton.blogspot.com/2023/08/catalyst-of-clmt-gurney-bay-formerly.html

Hemsley

341 posts

Posted by Hemsley > 2023-08-21 12:20 | Report Abuse

Wow. CLMT to acquire Gurney Paragon? But this means more PP in the pipe line?
When CLMT acquired QBM, the stock price come down from 0.60 to 0.50, right?

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