SGX Listed REIT

CAPITALAND MALL TRUST (SGX:C38U)


SGD 1.960
-0.010 / -0.51%
Share Price as of: 2020-09-24 17:16
Market / ISIN Code: SGX Mainboard / SG1M51904654
GICS® Sector / Industry / Sub-Industry: Real Estate / Equity Real Estate Investment Trusts (REITs) / Retail REITs


CapitaLand Mall Trust Blogger ArticlesCAPITALAND MALL TRUST Blogger Articles SGX Listed CAPITALAND MALL TRUST (SGX:C38U) Blogger Articles C38U.SI Blogger Articles
SIAS
sias
2020-09-24 15:23:17
Press Statement: Questions to CapitaLand Commercial Trust (CCT) and CapitaLand Mall Trust (CMT) on proposed merger
Please find the questions posed by SIAS to Mr. Tony Tan, CEO, CapitaLand Mall Trust and Mr. Kevin Chee, CEO, CapitaLand Commercial Trust regarding the proposed merger at the dialogue session organised by SIAS on 17 September 2020. On pages 26 and 27 of the joint presentation (Proposed Merger of CapitaLand Mall Trust (CMT) and CapitaLand Commercial Trust (CCT), dated 4 September 2020), the pro forma distribution per unit (DPU) accretion to CMT and CCT unitholders are shown to be +4.1% and +7.6% respectively. It can be argued that these increases are simply an arithmetic outcome of a larger, combined net profit income divided by the smaller number of units of the Merged Entity. Can CMT/CCT management provide specific business plans to explain how it intends to improve DPU apart from the ari
Dr Tee (Ein55)
Dr Tee (Ein55)
2020-09-23 20:29:03
28 Singapore and Global Information Technology Stocks (通风报讯)
Information Technology (IT) is everywhere in modern world, a stock with strong IT related business would have bright future for investment.  Therefore, an investor may consider 28 IT stocks in Singapore, especially those defensive growth stocks. In this article, you will learn from Dr Tee on 4 Singapore IT Giant Stocks which are efficient in making money with economic moat but having mixed impacts during COVID-19 stock crisis. Bonus for readers who could read every words of the entire article: 7 global IT giant stocks. 1) IT Retail Giant Stock – Challenger Technologies (SGX: 573) 2) Software Giant Stock – Silverlake Axis (SGX: 5CP) 3) Data Center Giant REITs – Keppel DC Reit (SGX: AJBU) – Mapletree Industrial Trust (SGX: ME8U) Nearly
Dr Tee (Ein55)
Dr Tee (Ein55)
2020-09-18 23:26:08
Temasek Giant Stocks Corporate Actions (淡马锡股)
Having a strong sponsor or major shareholder is crucial for stock investment, especially during period of uncertainty such as COVID-19 stock crisis.  In this article, Dr Tee will review these 7 Temasek stocks with 4 major corporate actions: 1) Keppel Corp (SGX: BN4) – Abandon of Partial Acquisition by Temasek 2) Sembcorp Industries (SGX: U96) & Sembcorp Marine (SGX: S51) – Successful Demerger under Temasek 3) Singapore Airlines, SIA (SGX: C6L) – Impact of Rights & Bonds Issues for Survival 4) CapitaLand Mall Trust (SGX: C38U) & CapitaLand Commercial Trust (SGX: C61U) – Merger of CapitaLand (SGX: C31) Giant REITs with coming change in 30 STI component stock with Keppel DC REIT (SGX: AJBU) Temasek helps to manage national wealth of Sin
Dr Tee (Ein55)
Dr Tee (Ein55)
2020-09-18 21:47:45
47 Undervalue SG Property Stocks for Privatization including Perennial (弱肉强食)
Perennial Real Estate Holdings (SGX: 40S) becomes the next target for privatization. However, not all the acquisition news is good for retail investors. In this article, Dr Tee will share the considerations by Big Boys or major shareholders to acquire or privatize a stock with Perennial as an example, with sharing of Reverse Takeover (RTO) stocks. You will learn the 47 undervalue Singapore property stocks which are profitable with over 50% price discount in asset value. Interestingly, Perennial started its property business in year 2014 through Reverse Takeover (RTO) of St. James Holdings (entertainment business) which IPO in 2008. RTO is a quick way of “IPO” by acquiring an existing company which could be different business nature. A more famous example would be RTO of Berkshi
Dr Tee (Ein55)
Dr Tee (Ein55)
2020-09-18 19:16:53
Dr Tee Family 100 Years Investing Strategy (百年树人)
Parents are our best role models for life including investing. Dr Tee will share in this article, both valuable life principles learned from his father (who passed away recently) and also a lifetime investing strategy with 100% success rate practiced by his parents, applicable in both stock and property markets. Bonus is Dr Tee Grandparents Crisis Investing Strategy for reader who could patiently read the entire article. This investing strategy is proven over 3 generations of Dr Tee family over the past 100 years. Many people hope to learn a “sure-win” investing strategy. For most practical considerations, there is a certain probability of success for each stock trading or investing strategy but rarely could achieve 100% success rate. Dr Tee parents have a remarkable achi
Dr Tee (Ein55)
Dr Tee (Ein55)
2020-09-18 19:15:43
Singapore and Malaysia National Giant Stocks (国庆财股)
Both Singapore and Malaysia celebrate National Day in the month of August. It is timely to share the 4 National Giant Stocks in each country which preserve the national wealth. Learn from Dr Tee on how to position these stocks during COVID-19 stock crisis. 4 Singapore National Stocks: 1) DBS (SGX: D05) 2) Singtel (SGX: Z74) 3) OCBC (SGX: O39) 4) UOB (SGX: U11) 4 Malaysia National Stocks: 1) Maybank (Bursa: 1155) 2) Top Glove (Bursa: 7113) / (SGX: BVA) 3) Hartalega (Bursa: 5168) 4) Public Bank (Bursa: 1295) Stock market is a hidden way to preserve and grow the national wealth. For Singapore SGX, there are 30 large cap stocks in STI Index (^STI), which can be sorted below by size of market cap (share price x number of shares) with ROE (Return on Equity):
Dr Tee (Ein55)
Dr Tee (Ein55)
2020-09-18 18:40:40
Dr Tee Video Education: Defensive Investing Strategies during Stock Crisis (危机入市的防御性投资策略)
In this Dr Tee 1-hr video education (Defensive Investing Strategies during Stock Crisis ), you will learn:1) Bull (Unlimited Quantitative Easing) vs Bear (COVID-19)2) Value Investing Strategy – Dividend Stock Investing with Singapore Giant REIT as Case Study3) Value Investing Strategy – Growth Stock Investing with Malaysia Giant Stock as Case Study4) Investing Personalities: Kiasu vs Kiasi 5) Defensive Investing Strategies during Stock Crisis. Here is English Version of Dr Tee Video Course (Chinese version is also available as Dr Tee is bilingual). Enjoy and give your comments for improvement. You may subscribe to Dr Tee Youtube channel (Ein Tee) for future Dr Tee video talks. Collect 3 extra bonuses here. English Video: https://youtu.be/_shZqTa1eEs 在这D
Dr Tee (Ein55)
Dr Tee (Ein55)
2020-09-12 00:07:46
48 Singapore Food & Beverage Stocks (民以食为天)
During crisis, a consumer may not able to afford luxury products but still need to eat and drink to survive. Therefore, an investor may consider 48 Food & Beverage (F&B) stocks in Singapore, especially those defensive growth stocks. In this article, you will learn from Dr Tee on 9 Singapore F&B Giant Stocks which are efficient in making money with food as essential products (consumer staples) but having mixed impacts during COVID-19 stock crisis. Bonus for readers who could read the entire article: a strategy to eat and drink for free for lifetime. 1) Supermarket F&B Stocks – Sheng Siong (SGX: OV8) – Dairy Farm International (SGX: D01) 2) Restaurant F&B Stocks – Japan Foods Holding (SGX: 5OI) – Old Chang Kee (SGX: 5ML)
Dr Tee (Ein55)
Dr Tee (Ein55)
2020-09-05 02:55:49
11 Singapore Healthcare COVID-19 Stocks (生死关头)
Between life and money, which is more important? In this article, you will learn from Dr Tee on 11 Singapore Healthcare Giant Stocks which are efficient in making money with life as an economic moat, while some surge in prices during COVID-19 stock crisis. 1) COVID-19 “Crisis as Opportunity” Stocks Medtecs International Corporation (SGX: 546) UG Healthcare Corporation (SGX: 41A) Top Glove Corporation (SGX: BVA) Riverstone Holdings (SGX: AP4) 2) Medical Services Stocks Q&M Dental Group (SGX: QC7) Raffles Medical Group (SGX: BSL) 3) Healthcare Products Stocks Tianjin Zhong Xin Pharmaceutical Group (SGX: T14) Haw Par Corporation (SGX: H02) 4) Healthcare REITs First Reit (SGX: AW9U) ParkwayLife Reit (SGX: C2PU) IHH Healthcare (SGX: Q0F)
Dr Tee (Ein55)
Dr Tee (Ein55)
2020-09-05 02:53:12
30 Singapore Banking and Finance Stocks (狮城财神)
The best way to make money is to let money make more money. In this article, you will learn 30 Singapore Banking & Finance Stocks which are efficient in making money with money for investors, focusing in 6 groups of stocks (with strategies for 3 major bank stocks: DBS, OCBC and UOB): 1) Bank Stocks2) Finance Stocks3) Insurance Stocks4) Stock Broker Stocks5) Pawnbroker Stocks6) Investment and Other Stocks There are only 30 Banking & Finance stocks in Singapore, relatively less than other sectors as Singapore has tighter regulation in finance sector for services such as lending money (limited licenses available): AMTD IB OV (SGX: HKB), B&M Hldg (SGX: CJN), DBS Bank (SGX: D05), Edition (SGX: 5HG), G K Goh (SGX: G41), Global Investment (SGX: B73), Great Eastern (SGX:
Dr Tee (Ein55)
Dr Tee (Ein55)
2020-09-05 01:33:45
Stock Market Updates with Bank Stocks and REITs
Global stock markets (S&P500, STI, KLCI, HSI, SSEC, etc) have been bumpy over the past few months. US Covid-19 condition is still critical, affecting the confidence of V-shape recovery of stock market, as well as the coming US presidential election in Nov 2020. Some investors worry of possible double dip, dare not take any action now. Crisis is always opportunity but an investor has to apply the right stock investing strategy.At the same time, Singapore stock market is lagging, major bank stocks, DBS Bank (SGX: D05), OCBC Bank (SGX: O39), UOB Bank (SGX: U11) are under correction after MAS guidelines to cap the dividend payment of banks to 60% of last year (implying if dividend yield is 6%, would become 6×0.6 = 3.6%), disappointing many passive income investors. However, the
DollarsAndSense.sg
Dinesh Dayani
2020-08-18 15:36:41
S-REIT Report Card: Here’s How Singapore REITs Performed In Third Quarter 2020
Apart from just manoeuvring an economic downturn in 2020, everyone is also combating a very real health threat. The combination of this has also led to major disruptions in the way we live, work and play, accelerating economic trends that should have been years in the making. Along with this, the properties – including REITs – that enable us to live, work and play have all been impacted. In the short term, volatility may spark sharp rises and dips in market prices, in the longer-term, some types of properties may become less relevant entirely. In our REITs Report Card, which we publish each quarter, we look at how S-REITs have performed as a whole and individually. How Have Singapore REITs Fared In The YTD 2020? The iEdge S-REIT Index is a free-float market capitalisation weighted inde
The Fifth Person
Kenji Tay
2020-08-11 23:43:02
How to invest in Singapore REITs for passive income – a beginner’s guide
Retail investors are drawn to real estate investment trusts (also commonly known as REITs) because of the passive income they offer. Sinagpore REITs can fetch a decent yield, ranging between 5-8% per annum. While REITs are great vehicles to build a dividend portfolio, you will still need to pick the right ones at the right price in order to grow your portfolio and maximise your dividends. So what are REITs? REITs are investment trusts that pool investors’ money to buy and own income-producing real estate. These properties are leased out to tenants who, in turn, pay rental income to the REIT. Like all property investors, REITs can also acquire new properties, enhance and improve existing ones, or increase rental rates to grow their income. As an investor, you are entitled to
Dr Tee (Ein55)
Dr Tee (Ein55)
2020-08-09 20:07:48
8 Glove Stocks & 6 Sectors Profit in COVID-19 (易如反掌)
In this article, you will learn 8 glove manufacturer stocks in Singapore and Malaysia and 6 other sectors which could profit from Covid-19 crisis, each requiring unique stock strategies for investing or trading. 1) Top Glove (SGX: BVA) / (Bursa: 7113) – Singapore / Malaysia Giant Glove Stock 2) Hartalega (Bursa: 5168) – Malaysia Giant Glove Stock 3) Kossan (Bursa: 7153) – Malaysia Giant Glove Stock 4) SuperMax (Bursa: 7106) – Malaysia Giant Glove Stock 5) Riverstone (SGX: AP4) – Singapore Giant Glove Stock 6) Comfort Gloves (Bursa: 2127) – Malaysia Glove Stock 7) Careplus (Bursa: 0163) – Malaysia Glove Stock 8) Rubberex (Bursa: 7803) – Malaysia Glove Stock Crisis is opportunity for stock investing, especially true for glove manufacturers duri
Dr Tee (Ein55)
Dr Tee (Ein55)
2020-08-09 20:05:06
42 Singapore REITs & 16 Business Trusts (稳如泰山)
Singapore REITs are popular investment for passive income through stable dividend stocks. In this article, you will learn on how to invest in 21 giant stocks from 42 Singapore REITs and 16 Business Trusts with 3 key strategies (Striker / Mid-fielder / Defender) in 8 categories: 1) Retail REITs 2) Office REITs 3) Industrial REITs 4) Healthcare REITs 5) Diversified REITs 6) Data Center REIT 7) Hospitality REIT 8) Business Trusts There are 6 Singapore REITs which are also Business Trusts, so total there are 42 + 16 – 6 = 52 Singapore REITs and Business Trusts as of current stock market. Currently, out of 30 STI Index stocks, 5 are REITs. Soon, SPH (SGX: T39) with declining trading market capitalization (lower share price and/or lower trading volume) will be r
Dr Tee (Ein55)
Dr Tee (Ein55)
2020-08-09 19:56:59
Rights Issue and Demerger of Sembcorp Marine from Sembcorp Industries (难兄难弟)
Temasek stocks of Sembcorp Industries SGX: U96, parent stock) and Sembcorp Marine (SGX: S51, subsidiary stock) just announce 2 bundled corporate actions of rights issue for Sembcorp Marine and then demerger from Sembcorp Industries. In this article, Dr Tee will compare both Sembcorp stocks and share the possible causes and effects of such actions with deeper analysis. Recently, Temasek stock of Singapore Airlines, SIA (SGX: C6L) just completed the rights and mandatory convertible bonds (MCB) issues to inject extra capital to save the company from Covid-19 crisis encountered in airlines sector with over 90% drop in number of flights. Temasek would become the sponsor to take up additional rights and bonds if not taken up by other shareholders. Temasek may have modified the “res
REIT-TIREMENT
Vince
2020-08-07 00:11:58
CapitaLand Mall Trust Analysis @ 26 July 2020
My previous analysis on CapitaLand Mall Trust (CMT) was on 9 July, let's review after the release of 2Q results on 22 July.Basic Profile & Key StatisticsNAV has dropped around 4.5% from the previous quarter. TTM dividend yield also dropped, which is expected as DPU drop because of COVID.Lease ProfileOccupancy drop slightly to 97.7%. The highest least expiry increased to 33.3% which posts a concentrated lease expiry risk. WALE reduced to 2 years, it is still median for retail SREITs with Singapore properties.Debt ProfileGearing ratio increased to 34.4%, but it is still healthy. Cost of debt reduced slightly to 3.1%. Fixed rate debt increase slightly to 51.5% and unsecured debt remain at 100%. Interest cover ratio reduced to 4.3 times, it is still healthy and higher than SREITs medi
REIT-TIREMENT
Vince
2020-08-07 00:09:29
CapitaLand Mall Trust Analysis @ 9 Jul 2020
Basic Profile & Key StatisticsCapitaland Mall Trust (CMT) is the first SREIT listed in SGX in July 2002. In January 2020, both Capitaland Mall Trust and Capitaland Commercial Trust (CCT) announced for merger through the acquisition by CMT, initially expected to be completed in June 2020. However, due to COVID, this has been delayed and management announced in May that the Long-Stop Date under the Implementation Agreement remains on 30 September 2020. Once merged, it would become the largest SREITs in terms of market cap.Lease ProfileOccupancy is high at 98.5%. Income received in SGD is not 100% because of its 11% interest in Capitaland Retail China Trust (CRCT).  WALE of 2.2 years is the median of retail SREITs with Singapore properties. The highest lease expiry by GRI of 32.4% wi
The Fifth Person
Dean Goh
2020-07-21 12:54:01
7 things I learned from the 2020 CapitaLand Mall Trust AGM
CapitaLand Mall Trust (CMT) is the first REIT to be listed on the SGX in July 2002. It is also the largest retail REIT by market capitalisation in Singapore (as at 31 December 2019). All of CMT’s 15 shopping malls are located in the suburban areas and downtown core of Singapore. CMT also owns a 11% interest in CapitaLand Retail China Trust, a pure play Chinese retail REIT. Due to movement restrictions imposed in light of COVID-19, retail malls in Singapore have been hit hard by the reduction in shopper traffic. As an almost pure play Singapore retail REIT, I wanted to find out how COVID-19 has affected CMT’s business and how CMT plans to meet the challenges posed by the pandemic. Hence, I tuned in to CMT’s 2020 virtual AGM and here are seven things I learned at its 2020 AGM:
SGinvestors.io
SGinvestors
2020-06-30 23:34:10
Performance of Straits Times Index (STI) Constituents in 2020Q2
Performance of Straits Times Index (STI) Constituents in 2020 Q2 The Straits Times Index (STI) ended 108.68 point or 4.38% higher at 2589.91 in 2020 Q2.(compared to 2481.23 on 31-Mar-2020)(vs the -1038.60 point or -32.3% drop in 2020Q1. See Performance of Straits Times Index (STI) Constituents in 2020Q1.)Top Gainers: Wilmar International, Mapletree Logistics Trust, Venture Corporation, Mapletree Industrial Trust, City Developments. Least Performers: Singapore Airlines, Jardine Matheson, SATS, Singapore Exchange, ComfortDelGro. Most Volatile: Sembcorp Industries, Singapore Airlines, CapitaLand Mall Trust, CapitaLand Commercial Trust, Mapletree Commercial Trust. Advertisement Continue Reading »





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