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 REIT V2, Real Estate Investment Trust

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zhi guo
post Nov 4 2010, 09:21 AM

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I bought Atrium 2 mths ago. It's up 8% now (annualised 48% over 2 months).
Should I sell it now, collect my gains and buy back ex-dividend later at lower price?
TScherroy
post Nov 4 2010, 10:28 AM

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QUOTE(zhi guo @ Nov 4 2010, 09:21 AM)
I bought Atrium  2 mths ago. It's up 8% now (annualised 48% over 2 months).
Should I sell it now, collect my gains and buy back ex-dividend later at lower price?
*
Actually, annualised figure is a useless figure. smile.gif

This is million dollar question, that no one can answer.
From experience, buy back ex-div a lot of time back-fired.
As ex-div deduct 2 cents, and the stock might just stay there and drop 1-2 cents, you gain nothing in the process, all gone to broker commission.

Either you view the price is high then sell or keep for dividend.

At 1.05, it is about fairly value already. On par with NAV, yield at gross 8%.

Don't mean recommend sell or hold, just this is about individual choice.
JinXXX
post Nov 4 2010, 10:31 AM

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QUOTE(cherroy @ Nov 3 2010, 11:29 AM)
The one I eager to know is Stareit, aka their Q report without Starhill & Lot 10, and new properties injection.

I want to buy more.  tongue.gif
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when is the Q report coming out ? i thought its suppose to change into a hospitality reit or something with hotels and etc? hw is that going on for them ?
veilside2010
post Nov 4 2010, 12:42 PM

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What happen to SUNREIT ? the price keep drop from EM0.995...... and now is RM0.98..... sad.gif
mynewuser
post Nov 4 2010, 12:47 PM

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QUOTE(veilside2010 @ Nov 4 2010, 12:42 PM)
What happen to SUNREIT ? the price keep drop from EM0.995...... and now is RM0.98..... sad.gif
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Just enter SUNREIT.
veilside2010
post Nov 4 2010, 01:07 PM

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I have 300 lots at RM0.98... plan to sell kurasia and bjretail to buy SUNREIT more 300 lots...any idea ??
monkeyking
post Nov 4 2010, 02:01 PM

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QUOTE(veilside2010 @ Nov 4 2010, 02:07 PM)
I have 300 lots at RM0.98... plan to sell kurasia and bjretail to buy SUNREIT more 300 lots...any idea ??
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icon_rolleyes.gif Brother veilside2010, I just don't fancy much of SUNREIT as it's projected dividend for next year is the lowest at it's price. If I were you I would go for the other REITS like AmanahRaya, AmFirst, Al-AQAR KPJ, Quill Capita, StarHill or Tower.....all these are paying good dividend & most are sold at a discount of their NAV except Al-AQAR KPJ. thumbup.gif These are my part of present reits portfolio [ more than 90%]but do hope to add CMMT if it's dividend is higher next year......have to wait for it's annual report before I dive in. whistling.gif As you had know that we invest in REITS because it's giving good dividend compare to other investments......so shouldn't you look for the yield {%} before you make the final choice. As it is SUNREIT projected yield is around 6.8% whereas the others mention above are around 7.2% to 8%.....yes, a small difference in the yield percentage makes alot of difference if you are holding 300 or 500 lots. whistling.gif Maybe if SUNREIT drops to about 85 cents, then you might give it a thought. whistling.gif



icon_rolleyes.gif AND FOR YOUR KURASIA, PLEASE WAIT FOR THE ANNUAL REPORT IN ABOUT 1 MONTH OR SO. I AM CONFIDENT YOU WILL SELL IT AT A MUCH HIGHER PRICE IF THE ANNUAL REPORT IS FAVOURABLE & MIND YOU KURASIA HAD A PRIVATE PLACEMENT OF 52 CENTS PER SHARE MUCH EARLIER. SO JUST KEEP ON HOLDING BROTHER veilside2010.


icon_rolleyes.gif And take a good read at this article which I posted earlier...


QUOTE
Saturday, July 3, 2010
SUNWAY REIT IPO:THE BIGGEST RIPPED OFF IN BURSA MALAYSIA
Why you should sell Sunway REIT when it starts to rally on July 8 (listing day)?


    * Jeffrey Cheah is selling his stake in Sunway REIT to "shift his focus" away from Malaysia, which FDI is dwindling at worrying rate. He knows that the Malaysian economy is going down the drain sooner or later.If it's so good,why sell it to the public?More shopping centres will flood the market in the next 2 years but the prospectus never mentioned it.


    * Dividend rate is so low at 6.7% compared to other Malaysian REITs.Average dividend by other REITs is at 8.5%. Hence,the share price will normalise (drop) to follow the other Malaysian REITs. Remember to sell it on July 8.


    * Sunway REIT have very large space in Sunway/USJ. Where is Sunway located? It is a suburban satelite city far away from KL city centre. So,yield at 6.7% is not justified at all.Give me a yield of 10% and I may consider it.


    * What is the future expansion plan of Sunway REIT?What Sunway REIT is gonna buy to increase its NAV ? If the NAV is appreciating at inflation rate while the buildings are depreciating at even faster rate,the dividend yield may be affected due to high repair and maintainence cost.



    Why bother to buy Sunway REIT?I rather buy KLCC Property Holdings which is more secured and expanding.


SUNWAY Real Estate Investment Trust is the biggest ripped off IPO in Southeast Asia this year.




wub.gif SOURCE: http://boyboycute.blogspot.com/search/label/SUNWAY%20REIT



wub.gif Cheers.

This post has been edited by monkeyking: Nov 4 2010, 02:06 PM
veilside2010
post Nov 4 2010, 02:06 PM

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QUOTE(monkeyking @ Nov 4 2010, 02:01 PM)
icon_rolleyes.gif Brother veilside2010,  I just don't fancy much of SUNREIT as it's projected dividend for next year is the lowest at it's price. If I were you I would go for the other REITS like AmanahRaya, AmFirst, Al-AQAR KPJ, Quill Capita, StarHill or Tower.....all these are paying good dividend & most are sold at a discount of their NAV except Al-AQAR KPJ. thumbup.gif These are my part of present reits portfolio [ more than 90%]but do hope to add CMMT if it's dividend is higher next year......have to wait for it's annual report before I dive in.  whistling.gif As you had know that we invest in REITS because it's giving good dividend compare to other investments......so shouldn't you look for the yield {%} before you make the final choice. As it is SUNREIT projected yield is around 6.8% whereas the others mention above are around 7.2% to 8%.....yes, a small difference in the yield percentage makes alot of difference if you are holding 300 or 500 lots. whistling.gif Maybe if SUNREIT drops to about 85 cents, then  you might give it a thought. whistling.gif
icon_rolleyes.gif And take a good read at this article which I posted earlier...
wub.gif SOURCE:  http://boyboycute.blogspot.com/search/label/SUNWAY%20REIT
wub.gif Cheers.
*
Ok ! Thanks for your long words helping !! notworthy.gif
I will chnge my mind....and see any REIT enter !!
thanks for help !
By the way ~ Maybank said that SUNREIT value at RM1.15 ~~ drool.gif
JamesPond
post Nov 4 2010, 02:18 PM

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QUOTE(veilside2010 @ Nov 4 2010, 02:06 PM)
Ok ! Thanks for your long words helping !!  notworthy.gif
I will chnge my mind....and see any REIT enter !!
thanks for help !
By the way ~ Maybank said that SUNREIT value at RM1.15 ~~  drool.gif
*
anyone got capitamall yet?
when they giving div?
monkeyking
post Nov 4 2010, 02:19 PM

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QUOTE(veilside2010 @ Nov 4 2010, 03:06 PM)
Ok ! Thanks for your long words helping !!  notworthy.gif
I will chnge my mind....and see any REIT enter !!
thanks for help !
By the way ~ Maybank said that SUNREIT value at RM1.15 ~~  drool.gif
*
icon_rolleyes.gif Brother veilside2010, you can start investing in AMFIRST REITS immediately as it's going at $1.19 whereas it was 5 cents higher a few days back. And moreover you will collect your dividend immediately too, yes INSTANT DIVIDEND LIKE INSTANT MAGGI MEE.....lol .......see below...


QUOTE
5120    AMFIRST    AMFIRST REITS 
Interim Income Distribution 4.81 Sen (4.32 Sen Taxable & 0.49 Sen T.E. 

Entitlement Details:
Interim Income Distribution of 4.81 sen per unit (of which 4.32 sen per unit is
taxable and 0.49 sen per unit is tax exempt) in respect of the six-month
financial period ended 30th September 2010.


Entitlement Type: Income Distribution
Entitlement Date and Time: 19/11/2010  04:00 PM
Year Ending/Period Ending/Ended Date: 31/03/2011
EX Date: 16/11/2010

Payment Date: 30/11/2010

Share transfer book & register of members will be closed from   to   (both dates inclusive) for the purpose of determining the entitlements 

A Depositor shall qualify for the entitlement in respect of: 
- Securities transferred into the Depositor's Securities Account before 19/11/2010 04:00 PM in respect of ordinary transfers. 
- Securities transferred into the Depositor's Securities Account before     in respect of express transfers. 
- Securities deposited into the Depositor's Securities Account before     in respect of securities exempted from mandatory deposit. 
- Securities not withdrawn from the Depositor's Securities Account as at    . 
- Securities bought on BMSB on a cum entitlement basis according to the Rules of the BMSB. 

Registrar's Name and Contact:
Symphony Share Registrars Sdn Bhd
Level 6, Symphony House
Block D13, Pusat Dagangan Dana 1
Jalan PJU 1A/46
47301 Petaling Jaya
Selangor
Tel No : 03 - 7841 8000
Fax No : 03 - 7841 8008


Remarks:
N/A


Submitted By:
Ms Foo Choy Leng


03/11/2010   07:01 PM 




thumbup.gif Yes, you are buying at a discount as you are paying only $1.19 cents minus immediate dividend. rclxm9.gif .......no need to wait for 6 months. brows.gif


hmm.gif BTW, you said Maybank said that SUNREIT value at RM1.15 but will it arrive at this price if it's giving low yields......mind you the same bank gave QCapita at $1.27 cents. thumbup.gif




wub.gif Cheers brother veilside2010......happy investing. thumbup.gif

This post has been edited by monkeyking: Nov 4 2010, 02:26 PM
monkeyking
post Nov 4 2010, 02:23 PM

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QUOTE(JamesPond @ Nov 4 2010, 03:18 PM)
anyone got capitamall yet?
when they giving div?
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icon_rolleyes.gif 15 Oct 10 : CMMT (Q310) – No DPU Payout as Semi-Annual Payout Policy



icon_rolleyes.gif Hope this clears your mind brother JamesPond. wub.gif Cheers brother JamesPond. wub.gif
JamesPond
post Nov 4 2010, 02:27 PM

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where you check this info?
any good portal?
monkeyking
post Nov 4 2010, 02:28 PM

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QUOTE(JamesPond @ Nov 4 2010, 03:27 PM)
where you check this info?
any good portal?
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icon_rolleyes.gif Go here please brother JamesPond.......


http://mreit.reitdata.com/
veilside2010
post Nov 4 2010, 03:53 PM

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Walao !! SUNREIT drop again !! Haha !! luckiy didnt enter !!
Thanks bro !! biggrin.gif
Jordy
post Nov 4 2010, 11:05 PM

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Someone is playing with my AXREIT. Make me syok for awhile these 2 days seeing the price touching 2.30 tongue.gif
JamesPond
post Nov 5 2010, 10:35 AM

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reit is not a stock for contra...
zhi guo
post Nov 6 2010, 07:20 PM

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QUOTE(monkeyking @ Nov 4 2010, 02:19 PM)
icon_rolleyes.gif Brother veilside2010, you can start investing in AMFIRST REITS immediately as it's going at $1.19 whereas it was 5 cents higher a few days back. And moreover you will collect your dividend immediately too, yes INSTANT DIVIDEND LIKE INSTANT MAGGI MEE.....lol .......see below...
thumbup.gif Yes, you are buying at a discount as you are paying only $1.19 cents minus immediate dividend. rclxm9.gif .......no need to wait for 6 months. brows.gif 
hmm.gif BTW, you said Maybank said that SUNREIT value at RM1.15 but will it arrive at this price if it's giving low yields......mind you the same bank gave QCapita at $1.27 cents. thumbup.gif
wub.gif Cheers brother veilside2010......happy investing. thumbup.gif
*
The AmFirst announcement said ex-date is 16/11/10 and entitlement date is 19/11/10.

Can please advice on the difference between ex-date and entitlement date?
When must I buy to qualify and receive the dividends?

Thank you very much.
Jordy
post Nov 6 2010, 07:34 PM

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QUOTE(zhi guo @ Nov 6 2010, 07:20 PM)
The AmFirst announcement said ex-date is 16/11/10 and entitlement date is 19/11/10.

Can please advice on the difference between ex-date and entitlement date?
When must I buy to qualify and receive the dividends?

Thank you very much.
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zhi guo,

Ex-date.
zhi guo
post Nov 6 2010, 08:00 PM

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QUOTE(Jordy @ Nov 6 2010, 07:34 PM)
zhi guo,

Ex-date.
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Thank you Jordy.
Hmmm.... wondering how much AmFirst reit price will drop after ex-date hmm.gif
sharesa
post Nov 6 2010, 08:12 PM

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QUOTE(zhi guo @ Nov 6 2010, 08:00 PM)
Thank you Jordy.
Hmmm.... wondering how much AmFirst reit price will drop after ex-date  hmm.gif
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drop 5 cents for adjustments on ex-date(because divvy almost 5c), might rebound

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