"Rough Analysis " on CMT .

This would be a "rough analysis" on CMT ( Capital Mall Trust )  , the main focus would be on the portfolio lease of CMT which would also be "rough " . Below are only small part of Citi Asean Investor Conference 2014 .  More info and fundamentals could be found here

For the next 2 years ( 2015 , 2016)  as you can see , CMT would face the most number of  leases expiry .

The income per month compared to past and forecasted years is more than 10 % . 

I am quite surprise that Tampines Mall , IMM Building  and Lot One Shoppers'  Mall attributes quite an amount to the Mall income . The 3 locations are considered to be located at far end of Singapore respectively.  

Respective AEI phases would be going for IMM Building and a proposed AEI to Tampines Mall. The Tampines Mall , IMM Building  and Lot One Shoppers'  Mall are the "pioneers " of CMT Portfolio and certainly attributes to a heavy core of CMT . 

With upcoming further enhancements to the "pioneers " , it is assuring that the performance of portfolio would be brought to another level with all else remains equal . 

Small-Time Interim Portfolio

Stock Portfolio Tracker is courtesy from http://www.investmentmoats.com/

Market Price and Value is as of 9/6/2014

It is mid of year and thus Small Time have came out to update the portfolio as an interim of half yearly basis .

Small-Time total market value for portfolio is about 13k plus ( Where is the other 5-6k plus ? )

Small-Time has been accumulating a "secret " counter since October 2012 which adds up of 5-6k plus as of now through the Poems SBP ( Share Builders Plan ) .

What is Poems Share Builders Plan ?

You can go here for more information .

Valuetronics have been Small-Time best performing stock so far with unrealised profit of 100% as of now.

Small-Time may invest more on Valuetronics ( Strong Cash Flow with Positive ICM Business outlook ) if price drops to nav price or more . A Dividend of 0.16hkd + Special Dividend 0.04 hkd  would be paid on August .

Small-Time would like to do nothing as of now .