CapitaLand Malaysia Trust - Update of Progressive Recovery before the price breaks 60 cents - Will Break 60 cents after upcoming QR

Have you every wondered on why CLMT's price suddenly spiked on 1 September 2023 (Friday)?

From RM0.530 ----- > RM0.545

I strongly believe CLMT's price will be breaking 60 cents soon before the next announcement of quarter result in October 2023!

Blog with more information about projection of performance for CLMT: -

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

The significant increase in price of CLMT is due to but is not limited to reasons as follows: -

1) Price movement upward to reflect potential increase in rental income from CLMT's newly diversified logistics REIT as a result of completion of the acquisition of Hi-com Glenmarie Industrial Park in Shah Alam which will effectively bring additional rental income to CLMT since CMRM has also secured a ten-year lease agreement with a reputable international luxury fashion retailer for the fully leased building. The lease is set to commence in the first half of 2024 and is expected to generate an annual gross rental income of RM3.5 million, offering CLMT a stable income stream and an approximate yield of 6.5%.

Announcement: -

https://clmt.listedcompany.com/news.html/id/2456606

Background story: - 

Blog with more information about projection of performance for CLMT: -

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

2) Price moved up so as to reflect the fair value of CLMT which is significantly UNDERVALUED at this juncture. Price increase is also important as it will reflect the KPI of the CEO. It is common that shareholders will be willing to buy more and slowly push the price up so as to reflect their confidence in the leadership of the new CEO

3) Acquisition of CLMT by institutional investors such as EPF and KWAP

For your information EPF has been acquiring CLMT non-stop since 30 June 2023!

For your information again, KWAP has started collecting CLMT on 30 August 2023!

There are other potential substantial shareholders that will be buying soon such as Amanah Saham Bumiputera and CB SPORE GW FOR GOVERNMENT OF SINGAPORE (GIC C)

You are right! Government of Singapore is one of the 30 largest shareholders! So, CLMT is very SOLID

4) Share price of CLMT will move in anticipation of the completion of GURNEY BAY together with 

- Penang Tourism Master Plan ---------- > GURNEY BAY; this will attract more people to come to Penang and to Gurney Area!

- Penang Industrial Master Plan ---------- > Enhancement of Assets and GDP due to high occupancy of industrial zone as a result of higher Foreign Investment notably in Bayan Lepas, Batu Kawan area; this will in turn also increase the purchasing power of Penangnites!

- Penang Transportation Master Plan ------- > Monorail and LRT plan which will enhance assets value in Penang!

Blog with more information about future prospects for CLMT: -

Catalyst of CLMT - Gurney Bay (formerly known as Gurney Wharf) + Certain Unitholders' Plan of Proposing to CLMT to acquire Gurney Paragon from Hunza

https://devotee-of-john-templeton.blogspot.com/2023/08/catalyst-of-clmt-gurney-bay-formerly.html

CLMT - Progress of Gurney Bay - Phase 1

https://devotee-of-john-templeton.blogspot.com/2023/08/clmt-progress-of-gurney-bay-phase-1.html

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

https://devotee-of-john-templeton.blogspot.com/2023/08/capitaland-malaysia-trust-clmt-1-penang.html

DUE TO THE ABOVE CATALYST AND SOLID REASONS, I had acquired at price of RM0.540 on 1 September 2023.

I will continue to collect and buy because I am very optimistic that CLMT will break 60 cents soon right before the announcement of upcoming quarter result!

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.