我也不需要说太多,大家看看我一直提倡的几个股票,就有答案。 Bursa ---- CLMT - recovery is under progress. More and more enhancement of assets will be achieved due to master plan in Penang (Industrialisation, Transportation and etc) - opening of Gurney Bay opposite Gurney Plaza - disposal of non-performing assets such as 3 Damansara - Glenmarie Shah Alam warehouse rental - soon to happen more and more REIT diversification - add more and add more, 80 cents to 1 ringgit is not an issue LOOK! Follower trusts me and add more and more Follower's result is not bad after 6-month Patience SGX ---- SATS - acquisition of Worldwide Flight Services adds more business presence globally - strong support from solid Temasek (Singapore Government) - monopoly in Changi Airport such that 60% or more is done by SATS - construction of Changi T5 is going to be commenced from 2025 which will be another catalyst - recovery of Tourism industry Bursa ---- AFFIN - the increase of stake by Sarawak is within expectation - 100% sold and t
(1) Divestment and Disposal of Non-Performing Assets - 3 Damansara The recent announcement on CLMT's decision to dispose of or divest Office Tower - 3 Damansara is a good news to all unitholders and this decision is within my expectation since my active enrolment in CLMT. The divestment will further optimise resources of CLMT so that non-performing assets be disposed of to unlock value of CLMT such that CLMT will be able to reduce operating cost and make meaningful use of its resources. Snapshot of announcement for your information: - This will means that my projection done previously was very much prudent or conservative. The actual potential good results will be reflected even better than my projection given the divestment of 3 Damansara. See link to recall my projection: - https://devotee-of-john-templeton.blogspot.com/2023/08/capitaland-malaysia-trust-clmt-humble.html (2) Indirect Beneficiary from Budget 2024 据一些消息,安华会大大照顾以下的州 1) Johor - 已经承诺一些事情,比如经济特区 2) Penang - 已经承诺一些事情比如
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