CAPITALAND MALAYSIA TRUST

KLSE (MYR): CLMT (5180)

You're accessing 15 mins delay data. Turn on live stream now to enjoy real-time data!

Last Price

0.615

Today's Change

-0.015 (2.38%)

Day's Change

0.615 - 0.63

Trading Volume

1,879,000


5 people like this.

1,127 comment(s). Last comment by Yippy68 1 week ago

Posted by auditorandconsultant > 2023-09-26 08:13 | Report Abuse

CLMT ---> REVISED EXPECTATION FORMED ON 5 SEPTEMBER 2023 - To reflect the Divestment of Non-Performing Assets - 3 DAMANDARA

8 - 14 months months from 5 September 2023 (price RM0.540 as of 5 September 2023)

Pessimistic = RM0.750
Optimistic = RM1.000
Beyond Expectation = RM1.200



PARKSON ---> EXPECTATION SINCE Q1 FY2023

12 - 18 months months from 6 September 2023 (price RM0.275 as of 6 September 2023)

Pessimistic = RM0.500
Optimistic = RM1.000
Beyond Expectation = RM1.50 and above





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.

firehawk

4,769 posts

Posted by firehawk > 2023-09-26 08:31 | Report Abuse

Description CAPITALAND MALAYSIA TRUST ("CLMT")
- Revision of Trustee Fee
The Board of Directors (the “Board”) of CapitaLand Malaysia REIT Management Sdn. Bhd. (“CMRM”), the manager of CLMT, wishes to announce that the Trustee Fee of CLMT has been revised from the existing fee of RM400,000 per annum to RM440,000 per annum, with effect retrospectively from 1 July 2023 (the “Revision”).
~~~~~~~~~~~~~~~~~~~~~~~~~~

10% increase in trustee fee only 😰

Posted by auditorandconsultant > 2023-09-28 12:03 | Report Abuse

还有温馨提示,我的朋友是一家上市公司的老板,他的家族下个月起会毫不犹豫的重仓,横扫 CLMT

各位早点买不然后悔莫及

这个老板已经有很多票在52分的,所以有了很雄厚资金打底,根本不怕的

会买着上

Posted by auditorandconsultant > 2023-09-29 14:51 | Report Abuse

very very solid and stable

inilah saham yang boleh kita simpan untuk pelaburan long term

Posted by auditorandconsultant > 2023-09-29 14:51 | Report Abuse

Mesti cepat cepat beli Saham ini sebelum CLMT terbang

Posted by cooledhawk123654 > 2023-10-03 09:59 | Report Abuse

sell down with high volume today...

firehawk

4,769 posts

Posted by firehawk > 2023-10-03 10:26 | 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.
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

465 million shares issued @0.49 to raise RM228 million.

brandon99

150 posts

Posted by brandon99 > 2023-10-17 11:53 | Report Abuse

The 49 cents placement was for the acquisition of QBM.

Positive News
1) QBM profit higher than Gurney
2) Stop the reinvestment program
3) Strong ringgit
4) Good earnings from IGBREIT (Good Peer's Result)
5) Strong tourism numbers

Negative News
1) Hire expensive management staff/key member
2) Reinvestment Program
3) Strong USD
4) Bad (property market) news from oversea (dividend bugs are afraid of slight instability in markets)
5) Political instability that affects tourism

csan

435 posts

Posted by csan > 2023-10-17 18:39 | Report Abuse

people didn't realise about this item from budget 2024. matter of time before this rule applies to commercial property and clmt will finally be able to monetise sungei wang plaza. when this happens, clmt's share price will double.

speakup

25,000 posts

Posted by speakup > 2023-10-17 21:33 | Report Abuse

#1 drag is Sungei Wang
#2 drag is Tropicana City Mall

jimjim111

10 posts

Posted by jimjim111 > 2023-10-23 11:15 | Report Abuse

As #csan said, The potential for the Sungei Wang en-bloc is huge, CLMT currently owned more than 60% of the property, Sungei Wang stand a very good chance to capitalized on this if the new rules lower the cap from 100%

In Singapore, the en-bloc needs more than 90% agreement for building less than 10 years, and 80% for building more than 10 years.

Many many years back, Singapore is also having the similar strict rules like Malaysia for the en-bloc, in order to move forward and to STOP small number of greedy owners, subsequently the percentage required were lower few times.

CHLEONG888

920 posts

Posted by CHLEONG888 > 2023-10-24 18:40 | Report Abuse

Mark my words, potentially double up the price by end of the year if external environment is wonderful

firehawk

4,769 posts

Posted by firehawk > 2023-10-25 22:40 | Report Abuse

CHLEONG888

Mark my words, potentially double up the price by end of the year if external environment is wonderful

1 day ago
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Ok, I mark your words

the price wouldn't be double, may be you are new in REIT

loneranger

310 posts

Posted by loneranger > 2023-10-26 10:59 | Report Abuse

Dear auditor, are you accumulating? I don't see it terbang.

loneranger

310 posts

Posted by loneranger > 2023-10-26 11:02 | Report Abuse

Those who hard sell the stock please push harder. The followers are disappointed.

GoodGuy88

10 posts

Posted by GoodGuy88 > 2023-10-26 11:53 | Report Abuse

Earnings not really good. Dividend around 7% at current price. So 3.5% twice next year unless price flutuates a lot. Good for dividend only. January 2024 can be a good buying time.

brandon99

150 posts

Posted by brandon99 > 2023-10-26 16:40 | Report Abuse

EPF will buy anything with return > 5% per annum as they need to pay interest to EPF account holders also around 5% every year.

If price increases to more than 80 cents, EPF will start selling as dividend can drop below 5% yield. Unless the profit increases, the ceiling should be around 80 cents.

It's quite disappointing that QBM cannot contribute more earnings than it should compared to pandemic-fear stricken period last year. Foreign tourists are back but it seems that it is not benefiting the REIT.

Diversification into other sectors is too aggressive and it is contributing to high management cost. Kiasu diversification is benefiting the management team and not the shareholders. The team is using pandemic as an excuse to prevent the same problem in the next pandemic which may be 100 years away from now.

MrAction

118 posts

Posted by MrAction > 2023-10-26 16:43 | Report Abuse

Thanks for sharing brandon

loneranger

310 posts

Posted by loneranger > 2023-10-30 10:10 | Report Abuse

Auditor, pushes harder. Keep buying. Ask your followers to buy more. It is cheap now.

brandon99

150 posts

Posted by brandon99 > 2023-11-02 12:01 | Report Abuse

The management seems enjoying using the public fund for expanding their own agendas.

brandon99

150 posts

Posted by brandon99 > 2023-11-08 11:28 | Report Abuse

Yes, you can attend the AGM and voice your concern. Most likely the presentation will be sugar-coated and you cannot find much to attack. Everything is about diversification to safeguard the future. Diversification will benefit the management in the short run and the company in the long run. Those who are waiting for a price surge will need to learn to meditate for now.

loneranger

310 posts

Posted by loneranger > 2023-11-14 21:58 | Report Abuse

The auditor who hard sells CLMT is missing in action. Haha.

loneranger

310 posts

Posted by loneranger > 2023-11-16 10:14 | Report Abuse

Please break the 0.555 resistance, please...

loneranger

310 posts

Posted by loneranger > 2023-11-16 10:14 | Report Abuse

Please break the 0.555 resistance, please...

loneranger

310 posts

Posted by loneranger > 2023-11-23 10:37 | Report Abuse

Please break the 0.560 resistance, please...

csan

435 posts

Posted by csan > 2023-11-25 19:46 | Report Abuse

firehawk, he's probably not new in REIT but new in stock market lol

brandon99

150 posts

Posted by brandon99 > 2023-12-12 09:26 | Report Abuse

Issuance of 7,025,000 new units (the "New Units") in CapitaLand Malaysia Trust ("CLMT") at an issue price of MYR0.4998 per unit to CapitaLand Malaysia REIT Management Sdn. Bhd. (as manager of CLMT) ("CMRM"), as part payment of the management fees to CMRM for the 6 months period from 1 January 2023 to 30 June 2023. The total management fee payable to CMRM for the 6 months period ended 30 June 2023 amounted to MYR11,788,417 of which MYR7,215,066 is the base fee and MYR4,563,351 is the performance fee. A total of MYR3,511,095 will be satisfied via the issuance of the New Units to CMRM. Based on the 10-day volume weighted average price of CLMT units issued up to and including 30 June 2023 of MYR0.4998, the number of units to be issued to the Manager will be 7,025,000.



Management sells like no tomorrow after receiving free money.

brandon99

150 posts

Posted by brandon99 > 2023-12-15 12:40 | Report Abuse

Instead of thinking of increasing new projects to claim more management fees, the top management needs to improve the way to manage the existing assets such as installing more EV charging stations in the parking lots with good safety features such as fire hazard management facilities if one of the EVs catches fire and stop fire immediately preventing fire from spreading to other cars.

loneranger

310 posts

Posted by loneranger > 2023-12-28 19:48 | Report Abuse

0.560 was finally broken. Hopefully, it goes up 0.570 very soon.

CHLEONG888

920 posts

Posted by CHLEONG888 > 2024-01-04 06:38 | Report Abuse

Yes, will move up gradually

loneranger

310 posts

Posted by loneranger > 2024-01-09 13:37 | Report Abuse

Let's pray the share price up to 0.60 after QR.

brandon99

150 posts

Posted by brandon99 > 2024-01-11 18:18 | Report Abuse

When management announces the QR release date, the result should be good. Last quarter, management did not announce the QR release date.

Jnlee

291 posts

Posted by Jnlee > 2024-01-11 18:57 | Report Abuse

expected 3¢ dividend

GoodGuy88

10 posts

Posted by GoodGuy88 > 2024-01-19 14:33 | Report Abuse

Management's exodus for CNY spending$$$?

GoodGuy88

10 posts

Posted by GoodGuy88 > 2 months ago | Report Abuse

Investors show the lack of confidence with the management team and the management's task is not to please the investors but to their friends and family.

Posted by GreatDreamer > 2 months ago | Report Abuse

QR due today. Expect slight Improve result on operation. Improvement of 2 prime mall in growing city of Penang should be able offset the underperformance of 3 KL mall. Expect impairment loss on KL malls.

KL now is a stagnant or slow growth city because of cancellation of mega project. Not only CLMT mall, almost all secondary mall in KL are struggling... So far, govt is not doing anything except for revival of MRT3. The rest is talk only .........

loneranger

310 posts

Posted by loneranger > 2 months ago | Report Abuse

This is the time to determine whether what the consultantandauditor said is reliable or not as he was too hard sell CLMT.

GoodGuy88

10 posts

Posted by GoodGuy88 > 2 months ago | Report Abuse

Good comeback from pandemic as expected. But there are always concern regarding the 3 toxic assets as always.

Hemsley

341 posts

Posted by Hemsley > 2 months ago | Report Abuse

Where is the easily 70 cents, 80 cents and 1 ringgit?

miniminer

483 posts

Posted by miniminer > 2 months ago | Report Abuse

One "Bungkus" already after maximum spending and cheap sell. Market responded well to this. Hope the CFO will bungkus too if cannot perform next Q .......hehehe.........................

GoodGuy88

10 posts

Posted by GoodGuy88 > 2 months ago | Report Abuse

Just don't do divestment. It is kiasu and hurting those who bought the stocks with personal cash.

From the report, they want to speed up divestment. Divestment will shoot up the management fee.

GoodGuy88

10 posts

Posted by GoodGuy88 > 2 months ago | Report Abuse

Wonder how much dividend will be announced probably next week. Maybe happiness is not long long away.

Posted by DividendGuy67 > 2 months ago | Report Abuse

CLMT closed 61 sen. Nice. I'm relatively late in entering this REIT (a blessing), and this is one of the better performing REITS from a Total Return perspective in the past year. Beats MAYBANK (and MAYBANK beats my very conservative target returns of 9% p.a.). I first got a small entry position at 63 sen, but as price goes down, 80% of my purchases happen between 49.5 sen and 52 sen around March to August 2023, so, my average cost is 52 sen. Along the way, I received dividends to further lower the average cost down. Total returns ~ 20% or so in less than a year and from a REIT perspective, that's a real bonus.

Less typical than my other REIT experience, the majority of the gains from CLMT are price gains that happened quite quickly. When price dropped to 49-52 sen due to the rights placement in March 2023, I accumulated quietly and significantly when others were cursing the unfair rights placement at 49 sen that caused price to fall to around there.

Took some profits at 60 sen, as the gain is too fast for a REIT. Still holding 80% for longer term yields.

Pays to buy good quality REITS quietly at depressed prices when they are unpopular, when either nobody talks about them or when others are cursing them. Longer term price charts help pinpoint high probability long term decent entry levels.

speakup

25,000 posts

Posted by speakup > 2 months ago | Report Abuse

When Pavreit had Rights, speakup bought 1.20

Posted by auditorandconsultant > 2 months ago | Report Abuse

I am not MIssing In Action. I am always active in Screener.... after doing study for 3 mths

Posted by auditorandconsultant > 2 months ago | Report Abuse

https://devotee-of-john-templeton.blogspot.com/2024/02/1-tourism-industry-is-back-with.html

旅游业复苏了!很讽刺的是香烟行业越来越惨。人们的健康醒悟带动更多人说不抽烟,加上市场调查,不难发现BAT会越来越惨

Posted by DividendGuy67 > 2 months ago | Report Abuse

@speakup, well done on PAVREIT.

Post a Comment