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CapitalMallTrust

Health first. Community numbers have dropped significantly.  But please stay healthy everyone. 

pasttime      ( Date: 13-May-2020 10:28) Posted: cb partially lifted.

 

cb partially lifted.    

 

BRIEF-Capitaland Mall Trust Updates On Proposed Merger Of Co & Capitaland Commercial Trust
Reuters SG 6 May 2020

* CAPITALAND MALL TRUST UPDATES ON PROPOSED MERGER OF CO & CAPITALAND COMMERCIAL TRUST

* CMT MANAGER & CCT MANAGER DECIDED THAT THEIR EGM & TRUST SCHEME MEETING IN RELATION TO MERGER WILL NOT BE HELD BY MAY

* LONG-STOP DATE UNDER IMPLEMENTATION DEAL REMAINS AT 30 SEPT

 

Plus now already quite crowded --- quite hard to prevent crowds in SG.  Many prefer to jalan jalan than stay at home. 

 

Just wait patiently for CB to to be lifted.

Thousands will flock to the malls once CB is lifted.

 

Agree.  Take cue from other developed countries (Japan, hong kong), SG really have dam cheap food.  We are very lucky tbh. 

Thank goodness the hawker will last through our lifetime.  Nevertheless, next gen hawker 6 bucks also cannot say expensive ( just hard on retired like you said ) - coz they lived and stashed from a different time. 

pasttime      ( Date: 08-May-2020 09:52) Posted: $10 a meal is fair, just a bit hard on the retired.  most thing has gone up in price. singapore is lucky to have hawker center which hold the price of cook food at the lower level. mall business will not be obsolete but evolve. both on shop mixed and towards more income sharing lesser fix rent. immediate upside is the lifting of cb, those mall in city will have immediate improvement. weather turning hot and wet. any time the covid-19 can disappear.

 

Can' t.  But they are replacable

mrwise      ( Date: 08-May-2020 09:44) Posted: Lousy counter to look at it now.. Many retail losing money.....and may have rental issues later.....Can they survive the long duration with  no business? F& B also not doing that well not... Stay caution...

 

$10 a meal is fair, just a bit hard on the retired. 
most thing has gone up in price. singapore is lucky to have hawker center which hold the price of cook food at the lower level.
mall business will not be obsolete but evolve. both on shop mixed and towards more income sharing lesser fix rent.
immediate upside is the lifting of cb,
those mall in city will have immediate improvement.
weather turning hot and wet. any time the covid-19 can disappear.
 

 

Lousy counter to look at it now..

Many retail losing money.....and may have rental issues later.....Can they survive the long duration with  no business?

F& B also not doing that well not...

Stay caution...

 

Hahah.  Look at how much the 30 plus willing to pay for food u all know alrdy.  Panda and grab - 10 dollar meal at a time.  Their key in life is to work hard play hard. 

 

Just wait for CB to be lifted in 1 Jun.

Singaporeans don' t want to go to malls anymore? Look at how pack were heartland malls like Junction 8 before the CB. If Junction 8 is going to be a ghost mall even after the CB is lifted, then you may say that CMT is finished.

 

actan99      ( Date: 07-May-2020 16:40) Posted: Bought mine at over $2 last time, intend to hold for long. Looking at the prices now, its already low. Capitaland is a good brand. However post circuit breaker period,  really depends alot on consumer behaviour.  Will footfall ever return to pre-covid  levels ? How will our government intervene in terms of shopping malls.  Wonder If i should average down ?  Or put my money on other sectors ?

 

U ask yourself will u go shopping ? I will . The rest I don?t know .

actan99      ( Date: 07-May-2020 16:40) Posted: Bought mine at over $2 last time, intend to hold for long. Looking at the prices now, its already low. Capitaland is a good brand. However post circuit breaker period,  really depends alot on consumer behaviour.  Will footfall ever return to pre-covid  levels ? How will our government intervene in terms of shopping malls.  Wonder If i should average down ?  Or put my money on other sectors ?

 

Well, those in mid 30s are known as job hoppers. Change job every 2 yrs

Those who enter workforce now, they dont even want perm jobs. They rather take contract roles for few mths or work freelance. That why the reliefs now extend to self employed and gig economy workers

drwealthz      ( Date: 06-May-2020 12:12) Posted: Interestingly I think they think differently coz they had it easy growing up. Some even receive handouts from their parents STILL! unbelivable (none from me -- but these cases seem rare and few today).  I can' t belive how quick they change jobs - disregard for money over mental pampering/spa.  They nevertheless are the larger portion of the customer base for local malls.  For orchard (take your cue from tourism).    drwealthz      ( Date: 06-May-2020 12:08) Posted: Yes.  You know how they think differently from their parents.  I also understand its not gucci.

 

Bought mine at over $2 last time, intend to hold for long.

Looking at the prices now, its already low. Capitaland is a good brand.

However post circuit breaker period,  really depends alot on consumer behaviour. 

Will footfall ever return to pre-covid  levels ? How will our government intervene in terms of shopping malls. 

Wonder If i should average down ?  Or put my money on other sectors ?

 

Interestingly I think they think differently coz they had it easy growing up. Some even receive handouts from their parents STILL! unbelivable (none from me -- but these cases seem rare and few today).  I can' t belive how quick they change jobs - disregard for money over mental pampering/spa.  They nevertheless are the larger portion of the customer base for local malls.  For orchard (take your cue from tourism).   

drwealthz      ( Date: 06-May-2020 12:08) Posted: Yes.  You know how they think differently from their parents.  I also understand its not gucci.      uiop1223      ( Date: 06-May-2020 11:59) Posted: Thats provided they have the MONE

 

Yes.  You know how they think differently from their parents.  I also understand its not gucci.   

 

uiop1223      ( Date: 06-May-2020 11:59) Posted: Thats provided they have the MONEY drwealthz      ( Date: 06-May-2020 11:46) Posted: To add on (if anyone finds it helpful): We can look to the demograph (of the customers) now.  The millenials and gen z got different mindset from us.  Last time after 1997 recession we stash and save.  We worked hard.  Millenials and gen z (upon entering the workforce - millenials especially) shortened the conventional business cycle.  Ask them to rank what' s important, a priority is mental health / the living experience / live well and happy and eat well and good.    Basically, live well eat well.  We may not spend... but it seems like they do. At least from what i gathered (especially from the fact that the/any business cycle has shortened).

 

Agree .

drwealthz      ( Date: 06-May-2020 12:02) Posted: To say they have 18 really dont mean much (no hard feelings bro).  But to anyone considering whether to invest or not, start from what these buildings are --  what city malls (bugis etc.) + what heartland malls (tampines mall, bedok mall etc) --- are they hotspots etc.  Justice888      ( Date: 06-May-2020 11:49) Posted: Total 18 Malls https://www.capitaland.com/sg/en/shop/malls/malls.html#menu-lang-mai

 

To say they have 18 really dont mean much (no hard feelings bro).  But to anyone considering whether to invest or not, start from what these buildings are --  what city malls (bugis etc.) + what heartland malls (tampines mall, bedok mall etc) --- are they hotspots etc. 

Justice888      ( Date: 06-May-2020 11:49) Posted: Total 18 Malls https://www.capitaland.com/sg/en/shop/malls/malls.html#menu-lang-main tangoanna      ( Date: 06-May-2020 11:41) Posted: Those who are still waiting for $1.50. Good luck. Capitamall/com' s assets are top of the class.

 

Thats provided they have the MONEY

drwealthz      ( Date: 06-May-2020 11:46) Posted: To add on (if anyone finds it helpful): We can look to the demograph (of the customers) now.  The millenials and gen z got different mindset from us.  Last time after 1997 recession we stash and save.  We worked hard.  Millenials and gen z (upon entering the workforce - millenials especially) shortened the conventional business cycle.  Ask them to rank what' s important, a priority is mental health / the living experience / live well and happy and eat well and good.    Basically, live well eat well.  We may not spend... but it seems like they do. At least from what i gathered (especially from the fact that the/any business cycle has shortened).  drwealthz      ( Date: 06-May-2020 11:38) Posted: Agree. Though we have to bear in mind the market is priced for the future. Will be likely too late to trade reactively.

 

Total 18 Malls

https://www.capitaland.com/sg/en/shop/malls/malls.html#menu-lang-main

tangoanna      ( Date: 06-May-2020 11:41) Posted: Those who are still waiting for $1.50. Good luck. Capitamall/com' s assets are top of the class.