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St.Maximus Supreme	16-Oct-2020 19:56        St.Maximus About Contact  Quote this Post!
x 0   x 0  Alert Admin	Each Reit is unique. There is no direct comparison. Just because oue or ascott had some losses does not mean that will spread over to CMT. One needs to look at each Reit as separate entities. TANPK123      ( Date: 16-Oct-2020 17:51) Posted: Ascott and OUE com reit and now this CMT Lost total 30K over after merge. Power
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St.Maximus Supreme	16-Oct-2020 19:45        St.Maximus About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sph reits trades at 0.9 × book value. Its parent SPH trades at less than 0.5 times book value. So if capitamall trades near book value as capitaland trades much lower, there is nothing inherently wrong. Capitamall usually trades 1.1 to 1.2 times book value. Now, it trades near book value to reflect current situation. Nothing unusual. No need to be so concerned for CMT holders. We are okay, thank you. danger      ( Date: 16-Oct-2020 17:08) Posted: capital retail china after recent rally only trade at 0.77x book value so if new merged CMT trade1.0x book value of $2.02 abit risky capitaland only trade at 0.56x book value so somewhere is not right ...
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bystander1965 Supreme	16-Oct-2020 18:04        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	If that's your valuation for it then why not? danger      ( Date: 16-Oct-2020 17:51) Posted: I don' t know what' s in for current CMT shareholders besides the super enlarged shares capital ? Better , same or even worst.. At current $1.91 price to $2 book value of merged entity   0.7x book value better buy ? TANPK123      ( Date: 16-Oct-2020 17:41) Posted: I notice most of the counter get merge stock price will drop more than 10%
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bystander1965 Supreme	16-Oct-2020 18:01        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	You might want to look at its FFO or roe. danger      ( Date: 16-Oct-2020 17:45) Posted: Oue com reit never see daylight post merger  danger      ( Date: 16-Oct-2020 17:08) Posted: capital retail china after recent rally only trade at 0.77x book value so if new merged CMT trade1.0x book value of $2.02 abit risky capitaland only trade at 0.56x book value so somewhere is not right ...
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vicloo Supreme	16-Oct-2020 17:58        vicloo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Cheaper REIT management fee? 2 managers last time now 1.1 to be sacked example. danger      ( Date: 16-Oct-2020 17:51) Posted: I don' t know what' s in for current CMT shareholders besides the super enlarged shares capital ? Better , same or even worst.. At current $1.91 price to $2 book value of merged entity   0.7x book value better buy ? TANPK123      ( Date: 16-Oct-2020 17:41) Posted: I notice most of the counter get merge stock price will drop more than 10%
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danger Supreme	16-Oct-2020 17:51        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	I don' t know what' s in for current CMT shareholders besides the super enlarged shares capital ? Better , same or even worst.. At current $1.91 price to $2 book value of merged entity   0.7x book value better buy ? TANPK123      ( Date: 16-Oct-2020 17:41) Posted: I notice most of the counter get merge stock price will drop more than 10%
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TANPK123 Elite	16-Oct-2020 17:51        TANPK123 About Contact  Quote this Post!
x 0   x 1  Alert Admin	Ascott and OUE com reit and now this CMT Lost total 30K over after merge. Power
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danger Supreme	16-Oct-2020 17:45        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Oue com reit never see daylight post merger  danger      ( Date: 16-Oct-2020 17:08) Posted: capital retail china after recent rally only trade at 0.77x book value so if new merged CMT trade1.0x book value of $2.02 abit risky capitaland only trade at 0.56x book value so somewhere is not right ...
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TANPK123 Elite	16-Oct-2020 17:41        TANPK123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I notice most of the counter get merge stock price will drop more than 10%
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bystander1965 Supreme	16-Oct-2020 17:26        bystander1965 About Contact  Quote this Post!   Mood: Yells: "What I say is just my assessment. DYODD"
x 0   x 0  Alert Admin	I think you got your math wrong regarding the price... Anyway close to pb1 is ok. At least in my view. There are some reits that trade way beyond pb1x or way beyond pb2x though different segments. But some institutions sold off quite a bit in recent months. danger      ( Date: 16-Oct-2020 17:11) Posted: if based on 0.72 of $1.92 then even worst.. more profit to take for CCT holders marketuncle      ( Date: 16-Oct-2020 17:08) Posted: No lah, both similar. Just that CCT shareholder get some cash. Before merger: CCT share: $1.63 After merger CICT share: 0.72 x $1.92 = $1.38 + $0.259 ~ $1.63.
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marketuncle Veteran	16-Oct-2020 17:24        marketuncle About Contact  Quote this Post!
x 0   x 0  Alert Admin	price changed past, as i was typing, it was 1.92. :P
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GreenTrap Veteran	16-Oct-2020 17:16        GreenTrap About Contact  Quote this Post!
x 0   x 0  Alert Admin	1.91
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danger Supreme	16-Oct-2020 17:11        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	if based on 0.72 of $1.92 then even worst.. more profit to take for CCT holders marketuncle      ( Date: 16-Oct-2020 17:08) Posted: No lah, both similar. Just that CCT shareholder get some cash. Before merger: CCT share: $1.63 After merger CICT share: 0.72 x $1.92 = $1.38 + $0.259 ~ $1.63.
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marketuncle Veteran	16-Oct-2020 17:08        marketuncle About Contact  Quote this Post!
x 0   x 0  Alert Admin	No lah, both similar. Just that CCT shareholder get some cash. Before merger: CCT share: $1.63 After merger CICT share: 0.72 x $1.92 = $1.38 + $0.259 ~ $1.63.
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danger Supreme	16-Oct-2020 17:08        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	capital retail china after recent rally only trade at 0.77x book value so if new merged CMT trade1.0x book value of $2.02 abit risky capitaland only trade at 0.56x book value so somewhere is not right ...
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St.Maximus Supreme	16-Oct-2020 17:07        St.Maximus About Contact  Quote this Post!
x 0   x 0  Alert Admin	The advantage is only very slight danger. We can accept it. Thank you!
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danger Supreme	16-Oct-2020 17:01        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 1  Alert Admin	Capcom trust shareholder is having the better deal here in this merge.. have the cake and eat it too.. at the expense of CMT holders
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danger Supreme	16-Oct-2020 16:42        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	new merged NAV is $2.02 so quite risky ... as trading near to 1x book value both current stocks also at near 1x book value already not much upside i suppose
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St.Maximus Supreme	16-Oct-2020 16:41        St.Maximus About Contact  Quote this Post!
x 0   x 0  Alert Admin	So, Danger, Yes, they can sell for a small profit, good for them. But we will have new investors onboard and business will carry on. No need for too much concern. Anyway, u are not a shareholder, you do not need to worry lah! danger      ( Date: 16-Oct-2020 16:19) Posted: it will be similar to SCI shareholders after getting the " free" SCM shares ... all can' t wait to take money if the CMT given value to CCT holder is valued $1.86 ... if price is $1.95 to $2... mai tu liao and yet they still have 26cent cash buffer in pocket
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marketuncle Veteran	16-Oct-2020 16:36        marketuncle About Contact  Quote this Post!
x 0   x 0  Alert Admin	Last day of trading for CCT shareholders but for CMT shareholders, nothing is given free. I shard this before:   Book Value: Before merger: CMT shares: 3.7B CMT NAV/share: 1.99 CMT NAV: 7.3B CCT shares: 3.9B CCT NAV/share: 1.76 CCT NAV: 6.8B After merger: CCT payout: 3.9m x $0.259 = 1B New CMT shares: 2.8B Total shares: 2.8B + 3.7B = 6.5B New NAV/share: (7.3 + 6.8 - 1) / 6.5 =  $2.02   Dividend yield: Before merger: CMT DPU: 0.1052 CMT Dist: 388m CCT DPU: 0.0802 CCT Dist: 309m After merger: DPU: (388m +309m)/6.5B = 0.1074 Yield (DPU/NAV) =  5.3%
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