The "certain unitholders" don't have such influential power in deciding the acquisition. All this is only auditorandconsultant's assumption. Don't be so serious ya. Haha.
If you are confident the share price will fly to 0.75 or above within 18 month, you can buy massively at 0.525, don't waste time to wait for a lower price.
In case CLMT acquires Gurney Paragon, it will be most probably through private placement. Private placement will further dilute the unit of share, which is not good for share price.
Gurney Paragon will be toxic asset like those in KL if bought. The parking lot is so weirdly designed. Grabbing there is OK. The coming seafood problem can be a hit to Japanese restaurants.
The development of the above plans will be a great catalyst to development and business of CLMT especially CLMT has (1) Gurney Plaza; (2) Queensbay Mall; and (3) Valdor Logistics Warehouse
FYI, CLMT has already started its REIT diversification. At present, CLMT has Valdor Logistic and Glenmarie Hi-tech Business Park (another warehouse in Shah Alam). As per CEO, the plan will continue!
The above plan will help to promote Penang Tourism as well as its Industrial Expansion Plan which will be beneficial to CLMT. This includes but does not limit to resources optimisation and asset value enhancement in Penang
My prophecy and expectation of the price of CLMT to reflect its value due to the above plans
12 - 18 months from now (current price RM0.530 as of 29 August 2023)
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.
CapitaLand Malaysia Trust - Update of Progressive Recovery before the price breaks 60 cents - Will Break 60 cents after upcoming QR
The significant increase in price of CLMT is due to but is not limited to reasons as follows: - 1) Price movement upward to reflect potential increase in rental income from CLMT's newly diversified logistics REIT as a result of completion of the acquisition of Hi-com Glenmarie Industrial Park in Shah Alam which will effectively bring additional rental income to CLMT since CMRM has also secured a ten-year lease agreement with a reputable international luxury fashion retailer for the fully leased building. The lease is set to commence in the first half of 2024 and is expected to generate an annual gross rental income of RM3.5 million, offering CLMT a stable income stream and an approximate yield of 6.5%. 2) Price moved up so as to reflect the fair value of CLMT which is significantly UNDERVALUED at this juncture. Price increase is also important as it will reflect the KPI of the CEO. It is common that shareholders will be willing to buy more and slowly push the price up so as to reflect their confidence in the leadership of the new CEO 3) Acquisition of CLMT by institutional investors such as EPF and KWAP For your information EPF has been acquiring CLMT non-stop since 30 June 2023! For your information again, KWAP has started collecting CLMT on 30 August 2023! 4) Share price of CLMT will move in anticipation of the completion of GURNEY BAY together with - Penang Tourism Master Plan ---------- > GURNEY BAY; this will attract more people to come to Penang and to Gurney Area! - Penang Industrial Master Plan ---------- > Enhancement of Assets and GDP due to high occupancy of industrial zone as a result of higher Foreign Investment notably in Bayan Lepas, Batu Kawan area; this will in turn also increase the purchasing power of Penangnites! - Penang Transportation Master Plan ------- > Monorail and LRT plan which will enhance assets value in Penang! DUE TO THE ABOVE CATALYST AND SOLID REASONS, I had acquired at price of RM0.540 on 1 September 2023.
I will continue to collect and buy because I am very optimistic that CLMT will break 60 cents soon right before the announcement of upcoming quarter result!
My prophecy and expectation of the price of CLMT to reflect its value due to the above plans
12 - 18 months from now (current price RM0.530 as of 29 August 2023)
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.
CLMT will be recognising new Rental Income from Hi-Tech Glennmarie Shah Alam logistics warehouse from Q2 FY2024 which will bring additional income and profit to CLMT
Other than that, by end year 2024, Gurney Bay should have been completed more than 50%. Unitholders shall be expecting higher CLMT share price to reflect potential value arising from the existence o Gurney Bay which will increase footfall in Gurney Plaza!
Budget 2024 could bring significant benefit to Penang especially the Monorail and LRT plan (Penang Transportation Master Plan) which will be beneficial to CLMT indirectly
Penang Industrial Master Plan has always been implemented by Penang State Government from time to time. The result will be reflected soon in the share price!
I strongly believe that CLMT Management will continue to look for more logistics warehouse as part of their Diversification Strategy in REIT.
Refer to C5 Unitholder Question: - Has Management explored any potential logistics asset acquisition in 2023, after completing Valdor Logistics Hub acquisition in December 2022?
We are actively looking out for acquisition opportunities in the industrial and logistics space in key urban centres. We are also exploring built-to-suit and convert-to-suit opportunities
There is no doubt on the leadership of the new CEO. I have faith in him and I believe new logistic warehouse will be acquired as the CLMT's goal to maximise unitholders' return via generating stable rental income
Good points about venturing into Industrial/Logistics REIT:-
1) Stable income due to higher demand as most MNC need warehouse to store their goods (example such as PKT Logistics secures logistics services partnership with Tesla Malaysia)
2) Industrial/Logistics REIT is far more better than Office REIT because most organisations start to adopt Flexi Working Arrangement which allows employees to work from home or remotely. Whereas Industrial/Logistics REIT is a must.
3) Higher NPI and Margin because lower cost is needed to maintain the warehouse
4) Higher demand for logistics services due to higher foreign investment in area like Penang Industrial Zone, Bayan Lepas, Shah Alam, Cyberjaya and etc.
Personally, I find that the price of CLMT will slowly going up to reflect the potential value that will be unlocked via several initiatives carried out by CLMT management.
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.
CapitaLand Malaysia Trust (CLMT) - Update - (1) Divestment and Disposal of Non-Performing Assets; (2) Potential Indirect Beneficiary from Budget That might be Allocated to Penang for Development; (3) Good Result in upcoming QR
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.
CLMT made mistake acquiring Sg Wang few years ago. Then they had to close it for MRT works then again for COVID. By then nobody want go Sg Wang already cos it's forgotten
auditorandconsultant, what is your stand actually? You want to accumulate at a cheap price, but at the same time, you wish the price rocketing... Hahaha.
CLMT is a dividend stock. Investors buy at low price for good dividend yield. Normally, investors buy and keep for long term for passive income, not for capital gain.
when no movement is damn boring, i wish the price go up so that when Syndicates or Banker shake , they will throw to even lower than expected price, then we can collect more
now like stagnant very sien right
hahaha , I love up up up down down down, then we can collect more ....
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
loneranger
325 posts
Posted by loneranger > 2023-08-23 11:06 | Report Abuse
The "certain unitholders" don't have such influential power in deciding the acquisition. All this is only auditorandconsultant's assumption. Don't be so serious ya. Haha.