tag:blogger.com,1999:blog-7517821010766962381.post8851991596348766328..comments2024-03-12T15:40:44.400+08:00Comments on Small Time Investor: "Rough Analysis " on CMT . Small Time Investorhttp://www.blogger.com/profile/07278163226576640383noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-7517821010766962381.post-28594107074952588082014-06-28T19:40:07.362+08:002014-06-28T19:40:07.362+08:00don't over analyze. it is likely the grow rate...don't over analyze. it is likely the grow rate is at best that of starhill and fct. it is too big to move.Kyithhttps://www.blogger.com/profile/07617228143744544821noreply@blogger.comtag:blogger.com,1999:blog-7517821010766962381.post-11374363924580525902014-06-19T15:50:57.800+08:002014-06-19T15:50:57.800+08:00Hi Richard
Hahaha , thanks Richard .
Hi Richard <br /><br />Hahaha , thanks Richard .<br />Small Time Investorhttps://www.blogger.com/profile/07278163226576640383noreply@blogger.comtag:blogger.com,1999:blog-7517821010766962381.post-80020453166443720572014-06-19T15:44:10.674+08:002014-06-19T15:44:10.674+08:00Hi Kyith
The next 2 years would be crucial to C...Hi Kyith <br /><br />The next 2 years would be crucial to CMT as the number of leases expired are quite an amount , AEIs and Acquisitions . This might add on to the High Capex . <br /><br />I have a mixture of thoughts , the healthy balance sheet might not be that " healthy" after that if all else remains equal too ( kopping this from AK 71 ) hahaha.Small Time Investorhttps://www.blogger.com/profile/07278163226576640383noreply@blogger.comtag:blogger.com,1999:blog-7517821010766962381.post-46455349608656000712014-06-19T09:11:33.496+08:002014-06-19T09:11:33.496+08:00Nice analysis, I keep confusing this Trust with th...Nice analysis, I keep confusing this Trust with the one privatized by CapitaLand recently lolInvestopenlyhttps://www.blogger.com/profile/07785795437892877722noreply@blogger.comtag:blogger.com,1999:blog-7517821010766962381.post-48708782274137557382014-06-19T07:45:45.471+08:002014-06-19T07:45:45.471+08:00for such a large REIT, what are you analyzing on t...for such a large REIT, what are you analyzing on that will make an impactful differenceKyithhttps://www.blogger.com/profile/07617228143744544821noreply@blogger.com