CAPITALAND MALAYSIA TRUST

KLSE (MYR): CLMT (5180)

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Last Price

0.505

Today's Change

0.00 (0.00%)

Day's Change

0.50 - 0.505

Trading Volume

92,300

Financial

Financial Year 2020


Financial Year Annual Audited Account Annual Report View
Ann. Date Ann. Date
Discussions
4 people like this. Showing 50 of 961 comments

speakup

SELL!
downgrade to underperform

2023-01-25 09:06

Goodprofit

At the same time queesbay mall also same situation as gurney mall.

2023-01-25 09:08

fortunefire

Jumpa aka Sg Wang will perform well in the future

2023-01-25 10:31

xiaoGinna6969

Well done CLMT, HENG AH ONG AH HUAT AH!

2023-01-26 16:26

pang72

Another reit which is in the recovering phase.
Dividend Yield 6.5%. No question ask.

2023-01-27 21:53

pang72

Precovisd is 87c.

2023-01-28 17:38

fortunefire

EPF keeps dumping

2023-02-07 09:48

firehawk

Is going to determine the issued price for QBM acquisition

2023-02-09 16:28

firehawk

the issued price of PP is probably below 50sen

2023-02-10 23:02

speakup

already pump up

2023-02-11 17:29

firehawk

sorry! the PP probably below 55sen, mistake in my previous post

2023-02-12 06:42

speakup

why lah do PP? do lah RI so every shareholder can participate buy cheap, instead of just letting cronies benefit from PP cheap price?

2023-02-12 08:10

firehawk

PP issued to the owner as part of the acquisition cost of Queen Bay Mall

2023-02-12 08:46

fortunefire

worst performing retail reits?

2023-02-23 10:37

brandon99

Too aggressive management. REIT investors want stability. CLMT behaves like a growth stock. Keeps on changing policies to climb higher and higher instead of keeping income stable.

2023-02-23 11:55

speakup

wont be suprised back to 50sen
sg wang is dragging it down. they need to dispose of this sg wang

2023-02-23 12:17

investlogic

Bad corporate governance and oppress minority unit owners. The board and manager need to be changed before the REIT can perform.

2023-02-24 11:50

fortunefire

will it drop below 0.50 soon?

2 months ago

speakup

Capital Land in Singapore is not the same as Capital Land in CLMT. Different ppl with different mindsets running them

2 months ago

fortunefire

RM0.49..... so there is a possibility that it will drop below 0.50...

2 months ago

miniminer

Add a bit today as retirement investment, 4.01/50.5 * 100 = 7.94%, nearly 8%, very good buy for me liao and this ctr still in recovering mode, while not much margin for EPF to sell and buy back at 0.49 de ........hehehe.........................

2 months ago

brandon99

Queensbay part selling at 49 cents. Sure will be closed to 49 cents.

2 months ago

fortunefire

Good price now. can buy some to keep for dividend

2 months ago

donald770

Fundamentals are flashing great value. 1. Financial result not good due to depreciation effect of COVID n it is reducing.2. It a REIT stock n it is very defensive with dividend.3. less worries during market turmoil. Your take?

2 months ago

firehawk

The only drawback is, interest hike will erode profit

2 months ago

donald770

@firehawk, thanks for your response. Is it possible for it to recover at pre COVID level where there is no value impairment. It means capital rerating too.

2 months ago

loneranger

It is the REIT beside Hektar which gives you 10% dividend yield.

1 month ago

donald770

@loneranger, l didn't study Hektar. Clmt does have discount though it is not as progressive as others. Assume it gives out 6.25 CTS as pre COVID,n u divide its price, it gives about 12 percent. The market discount some hektar value because it's por mostly leasehold. Correcyme if l m wrong.

1 month ago

donald770

Correct me if l m wrong.

1 month ago

brandon99

Huge sell queue by a few people everyday.

1) these people get these stocks for free
2) these people are afraid of potential financial crisis
3) these people are afraid of upcoming QR
4) these people are planning long holiday during Raya and reduce holding to have a peace of mind during trip

1 month ago

donald770

@brandon99, they issue pp,no free issues that l know of . If there is a crisis, REIT could be a good bet. REIT has less volatile price movements n has high dividend. As regards the upcoming qr, it highly expected to be much better with the lastest acquisitions which is Queenbay n no further impairment in their account. Regarding the long queue of sellers, l feel there is player collecting. It could be EPF.

1 month ago

speakup

SG Wang and Tropicana City Mall not doing well

1 month ago

donald770

Tropicana City Mall is not in it's por.. Overall it has de discount

1 month ago

donald770

Overall it has deep discount.

1 month ago

loneranger

I wish to keep CLMT as my long term dividend stock. I hope I am doing the right thing. The QR is out this Thursday, I wish the result is encouraging.

1 month ago

speakup

best mall reit: igbreit
best office reit: ouareit
best industrial reit: axreit
best hospital reit: alaqar
best diversified reit: sunreit

buy only the best, forget the rest!

1 month ago

brandon99

The selling pressure might be hinting the QR this Thursday will be bad. Now it is the bet of no insider info leaking.

1 month ago

loneranger

Just topped up 500 lots. Waiting for good QR tomorrow. Hahaha.

1 month ago

Jnlee

gg, results not so good

1 month ago

brandon99

Not too bad either. Slow recovery. The revenue tells the story. Those, other than revenue, are about efficiency of the management,

1 month ago

firehawk

Fair value loss of RM8.0 million was recognised post acquisition of Queensbay Mall as the capitalised investment property and incidental costs exceeded the independent external valuation of RM1 billion. The fair value loss represents the write-off on a portion of incidental costs incurred.

Finance costs for 1Q 2023 of RM14.0 million was higher than 1Q 2022 as the Group’s borrowings have increased by RM763.3 million to part finance the acquisition of Queensbay Mall. Additionally, floating rate borrowings were subjected to higher interest costs after several Overnight Policy Rate hikes totalling 100 basis points over the past one year. The average cost of debt was 3.58% p.a. for this quarter against 1Q 2022’s 3.06% p.a.

Overall, distributable income to Unitholders for 1Q 2023 was RM19.8 million, a slight decline of RM0.6 million or 3.1% compared to 1Q 2022 due to the abovementioned factors.

1 month ago

speakup

how come NTA drop year after year, from 1.28 in year 2016 to only 0.97 now???

1 month ago

miniminer

8 million additional cost is a sign of a bad management.
Discount the 8million, the good site is that total profit is seen sustainable at about 1 cent profit for this Q.
The hidden good news is that QBM is really a good buy, 11 days contribute to about 2.9 million in which a full Q can simply lead to additional 20M profits.
In short, next Q profits probably can hit 1.5-2 cents per share, already a total recovered CMLT, congratulation to who got the lowest price !!!

1 month ago

donald770

Minimizer, u r able to pick up important points that matter. I can't find the important point about OBM. Thanks.

1 month ago

brandon99

Penang people should know the biz and crowd in QBM is better than Gurney. But profitability wise, it is still a question mark. Eventually, the profit from QBM will not be bad by just looking at the insane crowd and parking occupation rate everyday.

1 month ago

fortunefire

buy more before it moves up

1 month ago

Goodprofit

QBM is better than Gurney that's for sure

3 weeks ago

speakup

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

3 weeks ago

Up_down

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.

3 weeks ago

fortunefire

testing 0.50

2 weeks ago

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