CapLand IntCom T    Last:2.25    -0.02

CapitalMallTrust

Buy for capital appreciation. Who bothers about dividends during this period. Once eveything stabilizes, they will return to shareholders what is withheld for this quarter. Don' t forget the upcoming merger with CCT in June which will be EPS-accretive.

Rammerjammer      ( Date: 01-May-2020 12:26) Posted: S$8.50 per 1000 shares... LOL... Monday need to take charcoal pills liow

 

S$8.50 per 1000 shares... LOL... Monday need to take charcoal pills liow

 

CapitaLand Mall Trust&rsquo s Q1 DPU down 70.5% on income retention
THU, APR 30, 2020 - 6:17 PM

CAPITALAND Mall Trust (CMT) has entered cash-conservation mode amid the volatility of Covid-19, leading to a 70.5 per cent fall in distribution per unit (DPU) to 0.85 cents for the first quarter ended March.

Gross revenue for the quarter inched up 6 per cent to S$204.3 million, and net...
https://www.businesstimes.com.sg/companies-markets/capitaland-mall-trust%E2%80%99s-q1-dpu-down-705-on-income-retention

 

You are right. If buy now will also earn at least $0.1 increase

vivacious      ( Date: 29-Apr-2020 12:16) Posted: $2 by June drwealthz      ( Date: 29-Apr-2020 12:02) Posted: Last chance to get at good price

 

Haha. On a serious note, Lendlease REIT got more chance to Huat

Justice888      ( Date: 29-Apr-2020 12:51) Posted: Go buy suntec REIT then . Target price $1.88, lol drwealthz      ( Date: 29-Apr-2020 12:49) Posted: The funny thing is the stopid dbs analyst go put the target price for this so low. Knew they got agenda one.

 

already vested. 1.50 coming

Justice888      ( Date: 29-Apr-2020 12:51) Posted: Go buy suntec REIT then . Target price $1.88, lol drwealthz      ( Date: 29-Apr-2020 12:49) Posted: The funny thing is the stopid dbs analyst go put the target price for this so low. Knew they got agenda one.

 

reits are alternative to buying a property directly. someone managed it for you.
take care of the asset enhancement, financing, getting quality tenants mixed.
but one does not have direct control of the property. it will behave more like stock then property.
i will look into factors like.
1. increasing dpu,   
2. the quality of asset.  well managed, improving locations like jurong gateway
3. the amount of work need to get a better return. stability of income.
4. potential increased in space for lease asset enhancement, utilising the unused plot ratio, combing with adjacent properties.
5. ability to access finance support.  long term cheap loan.
6. flow of future property to purchase.

capitaland series of reits has good track record of these.
with many central bank charging, near zero, zero and negative interest rates. the difference between dpu and cost of money may be increasing.

 

Citi target price $2.68. Buy!

 

Go buy suntec REIT then . Target price $1.88, lol

drwealthz      ( Date: 29-Apr-2020 12:49) Posted: The funny thing is the stopid dbs analyst go put the target price for this so low. Knew they got agenda one.

 

The funny thing is the stopid dbs analyst go put the target price for this so low. Knew they got agenda one.

 

Coronavirus: Community transmission in S'pore very low, but so is herd immunity, NCID says

This shld be good news. Just out from straits times

tangoanna      ( Date: 29-Apr-2020 12:31) Posted: Results tmr, pray for good news. Come buy capitacom too.

 

Already very cheap. Just stay away from hospitality reits for now. Capitacom/mall are ok.

drwealthz      ( Date: 29-Apr-2020 12:43) Posted: I wana buy cheap

 

Hopefully today got one more drop before results tmr 

 

I wana buy cheap 

 

Likely true. Hopefully can wait a bit more then buy/enter.. 

uiop1223      ( Date: 29-Apr-2020 12:32) Posted: Distributions confirmed cut by 50% or more. Recovery? Probably 2022 tangoanna      ( Date: 29-Apr-2020 12:31) Posted: Results tmr, pray for good news. Come buy capitacom too.

 

Distributions confirmed cut by 50% or more.

Recovery? Probably 2022

tangoanna      ( Date: 29-Apr-2020 12:31) Posted: Results tmr, pray for good news. Come buy capitacom too.

 

Results tmr, pray for good news.
Come buy capitacom too. 

 

$2 by June

drwealthz      ( Date: 29-Apr-2020 12:02) Posted: Last chance to get at good price

 

Last chance to get at good price

 

I think people who are young and middle aged will get back to life pretty quick. The elderly and those with serious illnesses will likely be less inclined to come out. In fact, there should continue to be restrictions imposed on these sub-groups, including FWs living in dorms.   Or they should compel dorm operators to reduce the number of people living in each dorm room.  If they profits come down - or employers need to bear more cost - this is the price they must be prepared to pay.

Longtermer      ( Date: 29-Apr-2020 11:09) Posted: It will take a while for both gov and ppl to start going back to old norm until a real vaccine is ready for mass use. This virus is very contagious and clusters can be easily formed. Each case or cluster found in the affected malls will be shunned like before.. Like people always say.. Health is wealth. Goldfinger      ( Date: 29-Apr-2020 10:30) Posted: Frankly, my view only - I think people are sick and tired of being stuck at home. Once the CB are lifted, and they realise that they are mortal (ie COVID can hit anyone), people are going to spend and spend.  Since they cannot travel, ie not safe or countries do not allow people in - they can only spend locally.  However, Singapore may start allowing people in again - since it appears other countries have less COVID cases than US!