I would say the AEI is more or less done and I must say it is a great success! Reasons as follow,
1. The crowd are so much better now comparing to the past.
2. The AEI created a lot new space which allow the mall to introduce alot more new eatery vendors in. Therefore increase their rental income which in turn change to our distribution (dividend)
3. Base on my site survey, the mall is fully occupied.
P.S: Capitamall Trust had drop below 1.90 lately. Earlier, they also announced they are interested in acquisition of Bedok Mall to be confirm by end of q4.
Another interesting counter which I very much wish to own is none other than our homegrown brand...
As many do know, Breadtalk does not only sell breads, it has many other businesses like Ding Tai Feng, Toastbox, Food Republic etc.
Lately, I came to realise they have another new brand call "Sanpoutei Ramen" and are doing good. Currently their Sanpoutei Ramen only has two outlets, however they have plan to expand this. The point is the company is constantly improving and sourcing for new opportunity which is good for investors.
P.S: Breadtalk share price had also retreated a fair bit and really look attractive for repurchase now.
#twothoughtoftheday #breadtalk #capitamalltrust #SANPOUTEISG
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