gosh....that means its quarter profit is even lower?!

For dividend play, better pick those with few year track records. Thats y i don like to buy any IPO either reits or stocks.

But once IPO list on first day..you bought...sure earn money !!

Just for sharing : Arreit having 100% fixed rate term loan. That means any increases in OPR will not affect its margin.

My frend there are no such thing as "sure going up" in investment. I never buy any stocks becos of "sure going up" . This is a very dangerous mentality in investment. To be frank i don really like my counter to surge up suddenly ... tat means i will be having headache looking for new target.

This post has been edited by darkknight81: Nov 15 2010, 08:25 PM

that fella busy with yes ... now la.. not time to do other thing..

yeah but according to bursa.. not all IPO are making big bux

They need to announce the Q result by this month end, so probably announce together with the Q report.

It is quite a long wait already.

I waiting a poor result to sink the price down so that can buy more.

Mind to share why are you so interested in starreit?

I'm on the other hand, planning to top up another 3-6 lots of Arreit, what do you think?

Nothing special, just another stock in eye only.

It is one of most undervalued reit based on NTA wise.

With 500 - 600+ mil + 5.65% yield in Starhill global convertible preference unit, this reit is virtually has no debt.
So besides with cash available for new properties injection, it has lot of room of gearing if it wants to.

Even though lot 10 and stahill is disposed, there is little indirect exposure in Starhill Global through the CPU.

Sound interesting for reits, hope sale will come soon and I also want to add a new reits in my portfolio. I now have 3A and 1Q.

Up to you I an waiting RM 7k dividend from arreit on 21-DEC-2010
By then i can either buy YTLP or NHFATT

I am anticipating arreit dividend to increase to 2 cents per quarter. Then i will have more than 8% yield. It is possible especially after Selayang mall and Dana 13 acquisition.


This post has been edited by darkknight81: Nov 19 2010, 10:29 PM

Still a long way for me to hit 400K units of arreit
Buy YTLP. TP rm5 still intact

This post has been edited by jasontoh: Nov 19 2010, 10:28 PM

Wow, you're rich

lol. Wimax will only contribute a small portion for YTLP overall earning. It may hit RM 5.00 unless our index hit more than 2,000 points lol.

By the way i still like YTLP as it is diversified into different region without single country risk. Whereas Arreit doesn't.

But in terms of yield Arreit is much more higher than YTLP with almost 3 % differences at current price as arreit has higher payout.

This post has been edited by darkknight81: Nov 19 2010, 10:37 PM

Hi darkknight81,

Can you point me to where it is stated that their term loan is 100% fixed rate? And normally how long is the tenure of these term loans? How are they going to repay when due? Refinance again, I guess. You also say u r expecting 7k dividends and you only start to buy arreit this past 1 month and you just whack 400,000 shares? Wow! And you are just 29 yo? I am jealous.

Their term loan will be expired next year 28-Feb-2011. BEARING a fixed rates ranging from 4.5% to 5.25% per annum.

* Payable on a monthly basis.
Please refer to their borrowings section. Pg Number you find yourself cannot spoon feed too much.

The renew loan rates for next will will be much depends on their company ratings i think. Currently is BBB-. Correct me if wrong

yeah.. agree with you

But that's just 3 months away.

No doubt REITs give good dividends but the trade-off is there is no possibiitly of the buyer suddenly getting 'rich' through sharp capital appreciation.

And can its dividend increase year after year, like some blue chips such as BAT?

I don buy stocks to get rich. My main reasons to park my money into stock is to hedge against inflation....

Agreed. To buy stock to get rich is simply the same as to go Genting for most of us. Even for legends such as Warren Buffett, he did it on business perspective(buying up potential companies), not just simply capital gain in stock market.