Posted by greatdreamer > 2013-07-25 11:25 | Report Abuse

CMMT under heavy selling pressure. Outlook are not as bright as before. Gurney Drive mall face direct competition from incoming Paragon Mall. SungeiWang face decrease traffic as MRT construction cause heavy traffic jam. The only bright spot is EastCoast Mall. Doubt any meaningful rebound in share price as future rental revision will be much lower compared with years before.

Posted by Hustle > 2013-07-25 12:51 | Report Abuse

Income distribution compared with current price is like invest with blind return.

Posted by cheeseburger > 2013-07-25 13:56 | Report Abuse

i think is still early to speculate the impact from Paragon. Further the retailers are mostly new. Both serving different market segment and both malls should in fact compliment to each other rather a direct head on competition.
Competition may happen If occupancy rate is low, but as Hunza said they already leased out 85% of retail space, year end hit 95%. So i dont think this is a zero sum game. The cake can still expand bigger. The population is growing, more shopping mall needed in future.

MRT constructions are just temporary as it will not go on forever. On positive side, it will bring more crowd to Sg Wang after completion next year.

Posted by lwalk > 2013-07-25 13:57 | Report Abuse

LOL! i like what hustle said.

Posted by kingleecha > 2013-07-25 16:09 | Report Abuse

nicky, same here! damn!

Posted by wildkid > 2013-08-02 08:14 | Report Abuse

cmmt keep on dropping.. will it rebounce back?? should i hold or sell... pls help me

Posted by lwalk > 2013-08-02 09:33 | Report Abuse

??? ex date was wed. price readjusted. yesterday and today already up.

Posted by cheeseburger > 2013-08-02 11:23 | Report Abuse

Yes received dividen. Happy with it. This share is in fact going up now.

Posted by 郭群辉 > 2013-08-02 17:24 | Report Abuse

WILDKID, 这几天有基金在收货。

Posted by wildkid > 2013-08-05 07:30 | Report Abuse

when u received dividen? why i did not receive geh?

Posted by kingleecha > 2013-08-10 16:10 | Report Abuse

payment date is 30th August..how come you received so early?

Posted by cheeseburger > 2013-08-10 23:50 | Report Abuse

ops, is from another share not this....:)

Posted by cheeseburger > 2013-08-16 17:45 | Report Abuse

collect again.

Posted by Winner > 2013-08-22 16:42 | Report Abuse

long time did not see this price level

Posted by lwalk > 2013-08-22 17:00 | Report Abuse

i am still holding 1.90... ;(

Posted by Winner > 2013-08-22 18:29 | Report Abuse

dont worry bro... if got bullet can buy some to lower purchase price. the estimated net dividend yield now exceeded 5%...this is a good counter.

Posted by haikeyila > 2013-08-22 18:34 | Report Abuse

new mall coming into their portfolio - tropicana city mall

Posted by lwalk > 2013-08-22 18:37 | Report Abuse

that might take some time to materialise. tropicana city mall is not doing well. in fact its quite a lousy mall compared to all the others in klang valley

Posted by haikeyila > 2013-08-22 21:33 | Report Abuse

cmmt are experts in malls, dijaya had zero experience. TCM is strategically located, the cinemas are great - will improve with the new owner. hope they will change its name though, gets everyone confused with tropicana proper, location-wise.

Posted by buffetthe2nd > 2013-08-22 21:44 | Report Abuse

U.S. June Home Prices Rise 0.7% vs. Estimate of 0.6%....from bloomberg,so many good news from the state,so 2morow will surely be a bloody day bcz all the foreign fund is rushing back to the emerging market

Posted by Winner > 2013-08-22 21:45 | Report Abuse

Any idea when will this TCM contribute to the earnings of cmmt?

Posted by hom3boy > 2013-08-22 22:03 | Report Abuse

why suddenly drop 0.1?
any idea sifu. mind to teach newbies for reit?

Posted by eplas85 > 2013-08-23 14:05 | Report Abuse

（吉隆坡21日讯）丽阳机构（TROP，5401，主板产业股）发文告澄清，并未和任何一方达至协议脱售旗下的Tropicana City Mall及同区内的一栋办公大楼，但表明公司将继续与其他潜在投资者商谈，让集团的非核心业务可为公司增值。

根据媒体引述消息报道，大马凯德产托（CMMT，5180，主板产业信托股）有意收购Tropicana City Mall及同区内的一栋办公大楼。

传凯德产托觊觎

对于上述传言，分析员持观望态度，认为除非价格及回酬诱人，否则主力在零售商场的大马凯德产托或会考虑其他目标。

达证券研究分析员回应《南洋商报》询问时指出，在东海岸广场收购案后，大马凯德产托不断寻找具有升值潜质的房地产，公司并购焦点仍集中在零售商场，对办公大楼则兴趣不大。

他说，大马凯德产托有意收购丽阳机构旗下的商场及办公楼产业消息，确实让市场感到意外，因这样的组合并不符合该公司的收购条件。”

“据管理层透露，丽阳机构并无意将这两项资产分售，该公司希望将两项资产合并成一组合一起脱售。”

Source: http://www.nanyang.com/node/558256?tid=462

Posted by Superb99 > 2013-08-29 08:26 | Report Abuse

The price has been dropping from 1.8 (Jun) till 1.4 now, any reasons behind? I thought reit counter should be quite stable right?

Posted by cheeseburger > 2013-08-29 10:26 | Report Abuse

In August the main acquisition of units:

28/08/2013 AMANAHRAYA TRUSTEES BERHAD 875,000
27/08/2013 AMANAHRAYA TRUSTEES BERHAD 525,000
23/08/2013 AMANAHRAYA TRUSTEES BERHAD 600,000
23/08/2013 AMANAHRAYA TRUSTEES BERHAD 500,000
20/08/2013 AMANAHRAYA TRUSTEES BERHAD 217,000
20/08/2013 AMANAHRAYA TRUSTEES BERHAD 200,300
20/08/2013 AMANAHRAYA TRUSTEES BERHAD 952,600
15/08/2013 AMANAHRAYA TRUSTEES BERHAD 500,000
15/08/2013 AMANAHRAYA TRUSTEES BERHAD 630,100
12/08/2013 AMANAHRAYA TRUSTEES BERHAD 750,000
12/08/2013 Employees Provident Fund Board 26,800
07/08/2013 AMANAHRAYA TRUSTEES BERHAD 750,000
07/08/2013 Employees Provident Fund Board 508,500
06/08/2013 Employees Provident Fund Board 454,700
05/08/2013 AMANAHRAYA TRUSTEES BERHAD 500,000
05/08/2013 AMANAHRAYA TRUSTEES BERHAD 500,000
05/08/2013 AMANAHRAYA TRUSTEES BERHAD 900,000
01/08/2013 AMANAHRAYA TRUSTEES BERHAD 900,000
01/08/2013 AMANAHRAYA TRUSTEES BERHAD 500,000

CMMT good to buy at weakness.

Posted by yungshen1 > 2013-08-31 10:42 | Report Abuse

the support price is 1.330 if the price is going down below 1.330. the next move will be 1.200

Posted by yungshen1 > 2013-08-31 10:42 | Report Abuse

this chart is similiar to the knm chart if drop futher it will continue drop

Posted by Superb99 > 2013-09-03 23:33 | Report Abuse

this counter does not looks so bad...

Posted by cockroach > 2013-09-04 20:21 | Report Abuse

this counter management not look like knm...

Posted by cheeseburger > 2013-09-05 15:47 | Report Abuse

capital mall management team is strong

Posted by Superb99 > 2013-09-06 08:19 | Report Abuse

in term of dividend yield is ok but price appreciation is a bit weak...

Posted by ejtic > 2013-09-07 17:10 | Report Abuse

The new acquisition news of Tropicana would definitely increase DPS. Time to accumulate before it go up further.

Posted by ejtic > 2013-09-07 17:12 | Report Abuse

Yield is between 5% - 6%. It;s much better than FD pathetic 3.2%

Posted by ejtic > 2013-09-07 17:15 | Report Abuse

AMANAHRAYA TRUSTEES BERHAD and Employees Provident Fund Board are brithers. Their investment strategies are quite similar. That's why they keep acquired this share.

Posted by yungshen1 > 2013-09-16 21:20 | Report Abuse

support at 1.430 if drow below 1.430 it will continue drop.

Posted by wachxe > 2013-10-01 16:51 | Report Abuse

What's wrong with cmmt?

Posted by joseph hii > 2013-10-02 20:58 | Report Abuse

Down n up again, miss the golden times to buy in

Posted by benson911 > 2013-10-08 10:12 | Report Abuse

Drop until 1.45....can start accumulate~

Posted by Superb99 > 2013-10-08 12:01 | Report Abuse

what happen to this counter....back to 1.5 level again...

Posted by joseph hii > 2013-10-08 22:10 | Report Abuse

All reit stock is downtrend again

Posted by wildkid > 2013-10-21 07:35 | Report Abuse

there have new target price for CMMT

Posted by lry01 > 2013-10-23 21:20 | Report Abuse

http://182winpower.blogspot.com/2013/10/cmmt.html Is it a good catch now at almost year low?

Posted by JimYeoh > 2013-10-24 16:20 | Report Abuse

slow and steady

Posted by Low Dywin > 2013-10-24 22:06 | Report Abuse

Looks good CMMT! move move move!

Posted by Fortunebull > 2013-10-27 18:59 | Report Abuse

Surprise! Surprise! This counter may be spill affect from GST!

Posted by amz949 > 2013-10-27 23:10 | Report Abuse

it is good to enter now?

Posted by Fortunebull > 2013-10-28 19:30 | Report Abuse

Should be ok! This one affected by propert counters but this counter different segment! Most generate malls revenue!

Posted by Wei Xin > 2013-10-29 17:36 | Report Abuse

We refer to the announcement dated 23 August 2013 in relation to the Proposed Acquisition.

The Board of Directors of CapitaMalls Malaysia REIT Management Sdn. Bhd., manager of CMMT, wishes to announce that CMMT has decided not to pursue further with the Proposed Acquisition given that both parties are unable to mutually agree on the terms of the sale and purchase agreement.

This announcement is dated 29 October 2013.

Posted by lwalk > 2013-10-29 17:40 | Report Abuse

hmmm.. is this good or bad :/

Posted by haikeyila > 2013-10-29 20:09 | Report Abuse

tcm is a poorly-managed malls, it used to be filled with shops owned by the tan family, which have been closing one by one. good luck to whoever interested in buying it.