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  brandon99 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. 12/12/2023 9:26 AM brandon99 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. 15/12/2023 12:40 PM brandon99 When management announces the QR release date, the result should be good. Last quarter, management did not announce the QR release date. 11/01/2024 6:18 PM GoodGuy88 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. 30/01/2024 11:32 AM GreatDreamer 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 ......... 30/01/2024 1:23 PM loneranger This is the time to determine whether what the consultantandauditor said is reliable or not as he was too hard sell CLMT. 30/01/2024 4:03 PM GoodGuy88 Good comeback from pandemic as expected. But there are always concern regarding the 3 toxic assets as always. 30/01/2024 6:18 PM miniminer 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......................... 31/01/2024 4:53 PM GoodGuy88 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. 31/01/2024 5:57 PM GoodGuy88 Wonder how much dividend will be announced probably next week. Maybe happiness is not long long away. 02/02/2024 11:43 AM DividendGuy67 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. 03/02/2024 2:09 PM auditorandconsultant I am not MIssing In Action. I am always active in Screener.... after doing study for 3 mths 04/02/2024 12:43 AM auditorandconsultant https://devotee-of-john-templeton.blogspot.com/2024/02/clmt-sats-affin-and-soon-parkson.html Latest Blog on 3 Feb 2024 04/02/2024 12:46 AM auditorandconsultant 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 04/02/2024 12:47 AM KingKKK CapitaLand Malaysia Trust ventures into industrial segment with acquisition of three Iskandar M'sia factories for RM27m https://theedgemalaysia.com/node/699892 "The proposed acquisition is expected to generate an annual rental income of RM2 million, with a first-year yield of 7.3%. It will contribute positively to CLMT’s income, and is distribution per unit-accretive to CLMT unitholders on a pro forma basis," it added. 7.3% yield is superb! 06/02/2024 8:45 AM miniminer Those who got CLMT at 49.5 cents are now adding salt to others wound, they forget some here are getting above RM1.00 pre-covid based on 8 cents dividend merit. Now these people want to show how smart they are by getting at low price and happy with low dividend. .............hehehe.................................... 06/02/2024 10:37 AM miniminer By the way, diversify into Industrial segment especially near Singapore is a good move. complement to those who made this decision. With this, expect CLMT is moving to right direction in year 2024. go go CMLT .........hehehe.................... 06/02/2024 4:39 PM GreatDreamer CLMT are leveraging parent network to grow the company. Prevously, QBM, Shah Alam DC, and now Nusajaya factory. The 3 factory RM27m, though small, look like a good deal, bought from Nusajaya TechPark SB, is owned by Ascendas Land (M)SB, Which in turn partly owned by Capitaland Group Pte Ltd. 06/02/2024 10:49 PM  speakup after Covid experience, several pure Mall REITs have start to diversify from pure Mall to diversified Mixed like SUNREIT. Look like CLMT is going this direction too. 07/02/2024 7:41 AM DividendGuy67 @mini, @88, we all have battle scars, market is a harsh place. I am not exempted from losses too and when I have a loss, I love to read from others generous enough to share how they win and how I lost, because it means I still have lessons to learn. I never looked at those winners as rubbing salts. If one prioritizes comfort and cannot tolerate losses, then, stay away from DIY equity investments, instead, put your funds in EPF which pays well. 07/02/2024 10:43 PM DividendGuy67 For the record, I entered 2024 with 46 stocks open. I have 16 losses. When I read about how others had won, it only strengthen my resolve to reflect what I did wrong. If you can't look at your losses honestly, then, stay away from markets. 07/02/2024 10:46 PM DividendGuy67 CLMT announced Income Distribution with DRIP. "Final income distribution of 2.24 sen per CLMT Unit (of which 2.10 sen per CLMT Unit is taxable and 0.14 sen per CLMT Unit is non-taxable in the hands of the CLMT unitholders) for the period from 1 July 2023 to 31 December 2023 ("Final Income Distribution")" Issue Price per Unit Malaysian Ringgit (MYR) 0.5261. Very nice. 07/02/2024 10:51 PM DividendGuy67 This detail / good news was announced today, so, don't be surprised if price falls tomorrow on good news announcement. 07/02/2024 10:53 PM auditorandconsultant 目前投资在 CLMT 的数额已经七七八八了，是时候开始重仓 PARKSON 慢就是快，慢就是快，慢就是快！ 除了上面这两个，我也有新加坡股票 SATS 都是拾荒路线！ 明天会更好！ 献丑了, my portfolio as of 7 Feb 2024 devotee-of-john-templeton.blogspot.com/2024/02/parkson-and-clmt.html 我将继续买入，因为1块不是梦，要用行动来达到目的！ 08/02/2024 1:05 AM auditorandconsultant 股市非常黑暗，哈哈哈哈，我再次被人家封锁了哦，应该是BAT的韭菜们 #CLMT 庄家不给我分享了，因为我透露太多了。 一来，我透露很多香烟BAT的坏消息，破坏庄家大计 二来，我透露太多CLMT的好消息，导致散户跟大鳄，庄家抢票，他们不爽再次封锁我 就如2021年我在BIMB-WA被庄家封锁一样 devotee-of-john-templeton.blogspot.com/2024/02/bat.html 08/02/2024 1:32 AM miniminer @67 you better keep you $$ in EPF la. I am value to auditorandconsultant comments more than the half tank. 😀😀.......hehehe........... 08/02/2024 4:56 PM DividendGuy67 @mini, EPF is very good to deliver average 6% pa. since I started working. My net worth is safe and has grown considerably here. I also self invest in stocks and since inception beat EPF by nearly 4% per annum. It is now larger than my EPF. I recommend EPF to everyone. 14/02/2024 12:00 PM Hemsley CLMT market cap only 1.8B. Really undervalue. Gurney Plaza alone already valued at 1.69B. 14/02/2024 1:20 PM miniminer 2.24*2 = 4.48 cents per annual. Assume China and India mari get 30 days free Visa, CLMT can make 5 cents per annual. At current price RM 0.65, 5/65 cents = 7.7% return. Still very good buy for now ......hehehe..................... 15/02/2024 11:24 AM Starship2 CLMT is trading at a big discount to its net tangible assets of about 98sen/unit.. Hopefully, its performance will also pick up for a potential jump in price in the medium term 21/02/2024 11:03 AM beyond4896 Based on my 5~6 years experience of the REITs investment. My humble opinion as below: The net property income for the last quarter of 2023 is 63 million, equal to (2.3 cents per unit> DPU 2.24 cents). The rental usually pays in half a year or yearly basic, therefore would expect the net property income from the last quarter to 3rd quarter of 2024 to be conservatively 2x 63 million = 126 million (4.6 cents per unit). if based on the 7% yield, the reasonable price is RM0.65 (this assumes no growth in the income and is a conservative estimation of the net property income) I had invested this CLMT around 0.515, and I had expected a significant improvement in income after the acquisition of the good property in Penang. This stock has some room to grow but not significantly (P/B near 0.63 already, they have a lot of bad-performance retail units, which would expected the PB to increase to 0.7). And Sungai Wang Plaza brings down the profile of this REIT. And hope CLMT can diversify more industry units in Johor (note the game-changing Johor free zone, CLMT is partially owned by CLT (One of the Largest Singapore property & reit companies) 21/02/2024 11:43 AM beyond4896 @starship , the bad performance of Sungai Wang, The mines & 3 Damansara make the PB value can't reach 1.0; I would expect the PB value can reach 0.7 to 0.8 only. I would not go to Sungai Wang & The Mines even they near my house. The mines are full of foreign labor, and Sungai Wang is very boring compare with other malls in Bukit Bintang. I am not familiar with 3 Damansara, but its income performance is not well. It is difficult to twist the performance of the mall. People always go to the new and well performance malls, that's why the IGB & Pav keep performing well, and the PB value could >1.0. because they are the top retail mall in Malaysia, The rental fees could keep increasing. 21/02/2024 11:53 AM Starship2 Agree that Sg Wang & The Mines looks like dragging down its performance.. My "close RM1.00 NTA" is based on the reit's quarterly report and a casual look at its balance sheet.. My thanks to beyond 4896 for the insightful asessment of the reit's outlook.. 21/02/2024 2:49 PM miniminer India and China mari no need Visa will boost tourism inclusive shopping mall traffic, expect mall REIT remain good. Congrats EPF even average down with current price vs 0.49, the PP still earning >10 % good dividend aside the value gain? ..............hehehe............................. 23/02/2024 11:19 AM miniminer Once divided $$ received the big organization, they may acquire more CMLT, expect a little bit up trend? ...........hehehe............... 01/03/2024 12:36 PM Hemsley Still good to add this? Sakea Sushi lot at QBM taken up by Dragon-i, and under renovation now. 18/04/2024 1:20 PM  |
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