CapitaLand Malaysia Trust (CLMT) - (1) Penang Transportation Master Plan; and (2) Penang Industrial Master Plan

 我早在8月24日利用经济原理推算槟城的发展走向，结果给我算准了。

这个大好消息，将是为CLMT 注入更大的希望，更大的CATALYST

1）Gurney Bay （Penang Tourism Master Plan)

2）Penang Transportation Master Plan

3）Penang Industrial Master Plan

The development of the above plans will be a great catalyst to development and business of CLMT especially CLMT has (1) Gurney Plaza; (2) Queensbay Mall; and (3) Valdor Logistics Warehouse

FYI, CLMT has already started its REIT diversification. At present, CLMT has Valdor Logistic and Glenmarie Hi-tech Business Park (another warehouse in Shah Alam). As per CEO, the plan will continue!






我早在24号就预言着槟城发展动向，还比曹观友槟州首席部长更加早

难不成我是他肚子里面的虫，还是我有内幕了

想不到我借用宏观经济的力量，真的给我的预见应验了

我对自己的投资更加有信心十足了

Penang Master Industrial Plan

应该走着了

若这个也发生

那么很多都是跟着之前部署CLMT 最大的两个理由应验了

借用槟城发展的动向和经济观

希望可以大大提高投资的胜算

我对自己的投资更加有信心十足了

接下来是预算着大马的财务预算案的时候

我看中

医疗领域，SunWay medical city

安华应该会注重之一

接下来金融应该没有什么大看头，因为帮了银行就伤了人民的pocket, 所以是低价收入银行股票的时机

More and more Photos for your information












The above plan will help to promote Penang Tourism as well as its Industrial Expansion Plan which will be beneficial to CLMT. This includes but does not limit to resources optimisation and asset value enhancement in Penang

My prophecy and expectation of the price of CLMT to reflect its value due to the above plans

12 - 18 months from now (current price RM0.530 as of 29 August 2023)

Pessimistic = RM0.750
Optimistic = RM1.000
Beyond Expectation = RM1.200

DISCLAIMER:

This post or blog does not constitute BUY/SELL CALLS and it is just for information sharing. The author above won't be responsible for any parties relying on this information for investment decision.


Comments

  1. Koh29 August 2023 at 07:57

    Good, I like and agree with your view that CLMT is a potential counter. I already collected quite a bit of CLMT before this.

    ReplyDelete
    Replies
    1. 点金胜手 (f.k.a. 股市闲人 - Auditor Consultant）30 August 2023 at 15:34

      Hi Koh, indeed CLMT is a very good recovery stock that many has omitted. Have you seen my previous CLMT projection, even the top management from CLMT is aware of my blog. They responded to my questions within 24 hours with good explanation

      See ----> https://devotee-of-john-templeton.blogspot.com/2023/08/capitaland-malaysia-trust-clmt-humble.html

      See ---- > https://devotee-of-john-templeton.blogspot.com/2023/08/top-managements-responses-to-my-queries.html

      Delete
  2. Koh5 September 2023 at 05:15

    I visited Sungai Wang Plaza in August and discovered that https://www.megastararena.com/ is one of the Jumpa's tenant

    ReplyDelete

Post a Comment

Popular posts from this blog

价值投资利益最大化的两个方法： （1）重仓投资在拾荒股票才是股市赚钱的王道 (Parkson and CLMT)； （2） 重仓投资在人家看不起眼的二等金融股 (AFFIN)

Image
 价值投资利益最大化的两个方法：  （1）重仓投资在拾荒股票才是股市赚钱的王道 (PARKSON and CLMT)；  （2） 重仓投资在人家看不起眼的二等金融股 (AFFIN) 永远秉持人弃我取那些蒙尘珍珠，还有记得别在股市追求时尚，追求名牌，因为名牌意味着高价格，贵东西！ 接下来我会义无反顾的重仓CLMT和PARKSON，将我的投资盈利最大化。 种种原因，我已经在很久前透露在KLSE i3 和 KLSE SCREENER 当然这个才开不久的部落格也是说明很多了！ 永远要记得投资股票就是投资未来的价值，投资前景，投资可达到的梦想！ 市场很多课程老意味的纠结过去种种的商业亏损，但是没有注重高管理层有没有励精图治，还有一个盲点就是企业失落的因素是属于可控制 (Controllable Factor) 还是不可控制的 (Non Controllable Factor) 最近有点忙，但是我会抽点时间继续帮助大众在拾荒股票路线解密。 真金不怕红炉火！这两个是我早期部署然后重仓的股票，符合上面两大条件，多多益善！ 最后我附上今天的成交量，我之前一直提倡的股票，成绩就是王道，肥肉会越来越多，不买的就可惜！你可能会觉得我是庄家的人，但是我没有理由去低价坑你们。 CLMT 和 PARKSON，我在非常低到没有人要的时候已经开始物色了，他们是值得我拾荒的！ AFFIN 则是非常冷门，不怎么受欢迎的二线金融银行股票！而且有很多ARBITRAGE OPPORTUNITY 我看好他会有很多潜能发展！ 之前我还有重仓 （1）MBMR老爷车，全部之前解释了，老爷车有其好处，就是便宜！投资股票必须跟宏观微观经济还有老百姓一起看！他不会死因为他除了有政府这个王牌，第二就是PERODUA 以后有很多M&A项目，我会很期待！--- 》 这个在高价套利了！ （2）投机的 LIONIND WA -- > 这个呢我也在设立好的价格套利了。偶尔来点小玩意！ CLMT PARKSON AFFIN 接下来，我手上还有很多个项目，会慢慢推出来！都是拾荒股票！或者二线但是暂时沦为垃圾的股票。 浴火重生，见证公司咸鱼翻身真的非常有满足感！ CLMT ---> REVISED EXPECTATION FORMED ON 5 SEPTEMBER 2023 - To reflect the Divest
Read more

Parkson Holdings Berhad - Exceptional Performance -- > 30 June 2023 versus 30 June 2022 AND 30 June 2023 versus 31 March 2023

Image
If you are thinking that performance of PHB is bad in Q2 FY2023, I guess that you have not looked into details and analyse performance fairly by removing (1) Special Item; (2) Abnormal or Exceptional Item; (3) Non-Recurring Items; (4) Non-Cash items  You will be impressed that based on analysis, Normalised Operating Profit Margin  Normalised PBT Margin Normalised PAT Margin Normalised EBITDA  for 30 June 2023 are EXCEPTIONALLY GOOD and IMPRESSIVE Even if you are not convinced with the above, you may refer to Segmental Performace Review, you will be impressed that PHB was doing very well  Retail Revenue in totality is slightly lower than Q1 FY2023 but Retail Profit for Malaysia and China shows improvement.  Significant Improvement in CHINA! As I have no time to analyse in detail every single ratio or numbers, I had decided to analyse only significant indicators which are more than sufficient for investors to gauge understanding at a glimpse! I always believe that interpreting FS as an
Read more