veilside2010,

How are you going to sai lang in BJCORP and REITs? I keep seeing your posts in these 2 threads. You betul-betul want to buy kah?

Yeah !! Agree !!
I thought SUNREIT is the most largest asset..
But dividend damn less... Too Giam Siap ad!!

OIc...I am new too... I enter SUNREIT last month...

Seriouly..I enter this sunreit coz of dividend...
But the dividend low.... I better buy Dialog with 18% dividend !!!!
Haiz...BIG MISTAKES !!!!!
REIT raise like turtle.......

1.8sen only bcos the par share value is 10sen.

Do not curse me, just to update you.

If I am not mistaken, SunwayReit plans to distribute dividend in every quaters. Then shall be 1.51 cents x 4 = 6.04 cents annually.

Not bad for those bought from IPO @ 6.7% return. Even boleh tahan for today closed price @ 6% return.

What you say ?

Opss..sorry see wrongly !!! 
Btw SUNREIT is laggest asset ~~ I think the counter RM1.50 without problem ! 

Yes, no doubt, CMMT kinda like management is a strong selling point as well as its properties itself. I also like CMMT very much as well, just yield wise always make me think twice.

Rental won't be increasing dramatically, always very gradual one, as some lease may last 1 year or more, so don't expect sudden jump in rental income.
It is same across reit.

There is always some premium going on for large cap vs smaller cap.

Because too big to fail is a strong theory...... which I learned during 2008.    (this sentence joking only).

Got it for sometimes already, probably last year.
Forget what price liao, 0.78 or 0.80, something like that.
Not many though.

I always buy in several trench, (kedukut/buying vegetable style), no matter reit or ordinary stocks, so always forgot what price I bought.   

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

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. 

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

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

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.

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?

Arreit jatuh today, any reason? Is it because of the water leaking issue in Parliament? 

Hi darkknight,

Why do you think it could be conflict in future investment? I have some arreit too. Should we worry?

Thanks

for 8% yield, after 10% withholding tax and it becomes 7.2% mathematically. the WT cannot be claimed back right?