CAPITALAND MALAYSIA TRUST

KLSE (MYR): CLMT (5180)

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Last Price

0.545

Today's Change

-0.005 (0.91%)

Day's Change

0.535 - 0.555

Trading Volume

8,308,800

Major Holders Breakdown
Current Holdings

Name

No. of Shares

Percentage

DATO TING HENG PENG

12,000

40.00%

DATO TING HENG PENG

12,000

40.00%

DATO TING HENG PENG

12,000

40.00%

Historical Transactions
From To Type No. of Shares Min Price Max Price
Discussions
4 people like this. Showing 50 of 1,064 comments

auditorandconsultant

我早在8月24日利用经济原理推算槟城的发展走向,结果给我算准了。

这个大好消息,将是为CLMT 注入更大的希望,更大的CATALYST

1)Gurney Bay (Penang Tourism Master Plan)

2)Penang Transportation Master Plan

3)Penang Industrial Master Plan

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)

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

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.



1 month ago

loneranger

0.75 is the time to take profit, sell half. 1.00 sell the other half. 75% return in 12 months. Haha.

1 month ago

billionn

0.75 or 0.075?

1 month ago

cooledhawk123654

very high volume on wed

1 month ago

Up_down

One of the highest dividend yield 7.5% in REIT when contribution from QE is fully booked .

1 month ago

auditorandconsultant

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)

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

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.


1 month ago

auditorandconsultant

#CLMT
#Parkson

我的文章布光了,我很久没有联系的大学朋友也刚刚给我分享一个部落格,说什么好的介绍Lobang, 怎么知道我打开他send 来的link, 尽然是说明CLMT 和Parkson 的部落格

这个不就是我的部落格吗?怎么传播那么快?

感觉

CLMT 破60分就快了 (这个月里面应该是最快的)

Parkson 破30分也快了-(最快下个礼拜,最慢这个月里面)

我也感觉会飞了,快了

1 month ago

auditorandconsultant

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.

1 month ago

auditorandconsultant

#CLMT

期待着安华给槟城的财务资助

Budget 2024 应该会偏向槟城

毕竟自己的老乡

还有槟城3大计划

Penang Tourism Master Plan
Penang Transportation Master Plan
Penang Industrial Master Plan

一旦budget 出来加上下个月的业绩来个青色的,大青

不飞都难啊

个人看法,加码要快。

个人看法,买卖自负。

3 weeks ago

auditorandconsultant

Johor and Penang both

Johor 1st priority

Penang 2nd because Penang is Anwar's hometown

3 weeks ago

auditorandconsultant

CLMT 重要assets 在槟城,Hoseh 了

槟城有重要的3个,gurney plaza, Queensbay mall, Valdor

未来会有更多

https://www.klsescreener.com/v2/news/view/1197979

所以大家看到了吗?我的声音,管理层听到了,我曾经提议Clmt 管理层卖掉不赚钱的,他们真的放在心里的

他们这次下定决心要重组旗下的业务

我之前分享我长篇大论的财务业务分析

我分享我的分析和projection 和提议

CEO 透过他的IR director 回复了我

这次他真的认真看待我说的话

如天降甘霖

我的看法被他们采纳了

接下来他们会大量投资induatrial premises 来发展 industrial or logistics REITs

3 weeks ago

auditorandconsultant

Sungei Wang Plaza is not bad right now

My follower visited Sungai Wang Plaza in August and discovered that www.megastararena.com is one of the Jumpa's tenant

3 weeks ago

auditorandconsultant

Sungei Wang Plaza is not bad right now

My follower visited Sungai Wang Plaza in August and discovered that https://www.megastararena.com/ is one of the Jumpa's tenant

3 weeks ago

auditorandconsultant

据一些消息,安华会大大照顾以下的州

1) Johor - 已经承诺一些事情,比如经济特区

2) Penang - 已经承诺一些事情比如轻快铁,希盟的最大党,火箭的堡垒区,也是团结政府的造王者,更是华哥和Mat Sabu的家乡。-> CLMT's main quality assets in Penang

3) Sarawak - 团结政府的造王者,必须关照 - > one of AFFIN's shareholders

这个应该会是下个月财务预算案受益很多的

那些绿洲好像没有在排行榜上。

这些州related 的公司股票应该会有机会飞翔。

3 weeks ago

auditorandconsultant

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

https://devotee-of-john-templeton.blogspot.com/2023/09/capitaland-malaysia-trust-clmt-update-1.html

Tips -- > certain alliances or members from CREADOR will also start collecting CLMT



EXPECTATION FORMED ON 1 AUGUST 2023

My prophecy and expectation of the price of CLMT to reflect its value due to the above plans


12 - 18 months from 1 August 2023 (current price RM0.530 as of 29 August 2023)

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

REVISED EXPECTATION FORMED ON 5 SEPTEMBER 2023 - To reflect the above Divestment of Non-Performing Assets

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

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



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.


3 weeks ago

speakup

Next they need to get rid of Sg Wang

3 weeks ago

cooledhawk123654

Sg Wang still making losses and yearly valuation keep dropping....still got chances to revive?? and what factors can make it revive??

3 weeks ago

auditorandconsultant

价值投资利益最大化的两个方法:

(1)重仓投资在拾荒股票才是股市赚钱的王道 (PARKSON and CLMT);

(2) 重仓投资在人家看不起眼的二等金融股 (AFFIN)

永远秉持人弃我取那些蒙尘珍珠,还有记得别在股市追求时尚,追求名牌,因为名牌意味着高价格,贵东西!

接下来我会义无反顾的重仓CLMT和PARKSON,将我的投资盈利最大化。

种种原因,我已经在很久前透露在KLSE i3 和 KLSE SCREENER

当然这个才开不久的部落格也是说明很多了!

永远要记得投资股票就是投资未来的价值,投资前景,投资可达到的梦想!

市场很多课程老意味的纠结过去种种的商业亏损,但是没有注重高管理层有没有励精图治,还有一个盲点就是企业失落的因素是属于可控制 (Controllable Factor) 还是不可控制的 (Non Controllable Factor)

最近有点忙,但是我会抽点时间继续帮助大众在拾荒股票路线解密。

真金不怕红炉火!这两个是我早期部署然后重仓的股票,符合上面两大条件,多多益善!

https://devotee-of-john-templeton.blogspot.com/2023/09/1-parkson-and-clmt-2-affin.html

3 weeks ago

loneranger

Parkson根本都是炒股,不要自欺欺人,见好就收。哈哈。

3 weeks ago

auditorandconsultant

@Loneranger

不是我要帮 PARKSON 说好话,

我从他亏钱开始关注,再从管理层丢掉不赚钱的ASSETS 见证了百盛慢慢由亏转盈

这个是个慢慢RECOVER的股票

股价通常跑在前方,我也去了解百盛发展的版图,你可以去百盛klse i3 or screener 我之前有分享过发展蓝图,也给你知道其实百盛真的进步越来越好了

你可以去留意,百盛香港已经开始给股息了

Parkson属于转机股 最考验耐心 如以短线或长线来看它 都会有不同的观点与论述 没有所谓的谁对谁错

3 weeks ago

auditorandconsultant

我自己也是在相关ADVISORY 行业也是混很多年的

这个算是 他的管理层厉害 adopt Turnaround Strategy

3 weeks ago

auditorandconsultant

凯德大马产托 脱售收益料40万

https://klse.i3investor.com/web/blog/detail/nanyang_stock_expert/2023-09-06-story-h-240879142

分析:达证劵

目标价:65仙

最新进展:

凯德大马产托(CLMT,5180,主板产业信托股)以5200万令吉价格,将3 Damasara办公大楼,脱售予Lagenda产业(LAGENDA,7179,主板产业股)子公司。

根据文告,凯德大马产托可从本次脱售获得5050万令吉的净收入,而该产托将会全部用于偿还贷款。

根据截至6月底的贷款总额,该产托的负债率,将会从44.1%,改善至43.5%。

3 weeks ago

billionn

heavy promotion hor😁 possibly done by the same guy😅 hopefully it works hor.

3 weeks ago

speakup

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

3 weeks ago

Hemsley

CLMT is a REIT, slow and steady.

3 weeks ago

miniminer

CMLT on the right track la up up up ........hehehe......................

3 weeks ago

Crann5

Looks like this stock stable for sometimes.

3 weeks ago

auditorandconsultant

This stock has been stable for quite sometimes

I guess tomorrow will go up again

2 weeks ago

auditorandconsultant

go go go go go

2 weeks ago

loneranger

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.

2 weeks ago

loneranger

You want to buy at a lower price, but you keep promoting and ask people to buy. Then how to buy at a low price.

2 weeks ago

loneranger

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.

2 weeks ago

auditorandconsultant

Loneranger

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 ....

2 weeks ago

CHLEONG888

Whyah, big sharks keep on buying???

2 weeks ago

speakup

during Covid, CLMT was 48sen and Sunreit rm1.45
today CLMT is 55sen and Sunreit is back to Covid level rm1.45

2 weeks ago

auditorandconsultant

added more added more from time to time...

next month green colour again

then 60 cents and above is not impossible

1 week ago

auditorandconsultant

Take care yeah

10月11月闭关了啊,大家加油

只能偶尔出来解释一下,不然很多小白会被骗票

预祝大家顺顺利利,倒数6天,暂时闭关10月11月 to do various M&A Projects,不是偷偷卖啊,先说明。。偶尔会出来提醒避免小白被骗票

1 week ago

auditorandconsultant

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.

1 week ago

firehawk

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 😰

1 week ago

Danial90

Saham ini telah menunjukkan kekuatan yang luar biasa selama ini.

6 days ago

auditorandconsultant

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

5 days ago

auditorandconsultant

very very solid and stable

inilah saham yang boleh kita simpan untuk pelaburan long term

4 days ago

auditorandconsultant

Mesti cepat cepat beli Saham ini sebelum CLMT terbang

4 days ago

cooledhawk123654

sell down with high volume today...

8 hours ago

firehawk

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.

8 hours ago

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