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REIT V2, Real Estate Investment Trust
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yok70
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 Nov 11 2010, 11:04 AM
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QUOTE(rayloo @ Nov 11 2010, 08:38 AM) I don't think REITs still give 8% return if buying at this moment, since the share price already appreaciate so much comparing to 08'or 09', if there is then it might be AMFirst. But I don't like it because it is like Alaqar, inter-related business module. In this case rental or profit is very easy to be manipulated. I might be wrong, but just try to avoid it.  In fact, you are quite wrong.  Both Arreit and Hektar at current price can give 8.x % yield. Probably Axreit also can give, but their next divvi will only come next year.  |
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yok70
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Nov 15 2010, 07:56 PM
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QUOTE(kbandito @ Nov 15 2010, 05:29 PM) If you read the quarterly report carefully, the gross revenue of RM72,445,000 for quarter ending 30 Sept 2010 is actually for the result covers 20 May 2010 to 30 Sept 2010, approx 130 days of operation instead of typical 90 days for a quarter. Page 12 of the quarterly report. gosh....that means its quarter profit is even lower?!  |
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yok70
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Nov 21 2010, 04:18 PM
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QUOTE(darkknight81 @ Nov 21 2010, 03:11 PM) 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. |
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yok70
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Nov 24 2010, 11:33 PM
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Arreit jatuh today, any reason? Is it because of the water leaking issue in Parliament?  |
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yok70
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Nov 26 2010, 12:48 PM
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QUOTE(darkknight81 @ Nov 26 2010, 09:49 AM) I have 400,000 shares not yet worry you worry for what I think it's just an "after ex" effect now, also some people maybe sell out to buy PetChem, which they later may realize it's actually overprice unlike MHB. Also all those M&A hotties...ijmland, sunway, qsr... When next divvi ex comes with added rental income received from its newly injected properties, Arreit should be at...1.00? This post has been edited by yok70: Nov 26 2010, 12:49 PM |
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yok70
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Nov 30 2010, 02:44 AM
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QUOTE(whizzer @ Nov 29 2010, 08:15 PM) 1 lot wonders  Yeah. I saw that 1 batang push up too. A joker tried to bluff the market. Tomorrow i go 1 batang push up Arreit 10c too.  This post has been edited by yok70: Nov 30 2010, 02:44 AM |
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yok70
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Dec 7 2010, 02:08 AM
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QUOTE(teehk_tee @ Dec 6 2010, 07:45 PM) hehe, my taste a bit diff AmanahRaya, Hektar, Axreit, Starhill Mind share your view on Starreit?  |
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yok70
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Dec 8 2010, 10:28 AM
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QUOTE(teehk_tee @ Dec 7 2010, 11:43 PM) Well it'll be nice if they do a capital repayment I am surprise that the price of starhill didn't drop after announcement of all these. In fact, its 52 weeks high is 0.895, means current price has no discount actually. Guess most investors are having confidence on YTL eh. And the injection of new properties should come before next qtr report it seems....I with to buy when it dips, but that dip not yet arrive... |
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yok70
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Dec 8 2010, 02:58 PM
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QUOTE(carmentee @ Dec 8 2010, 02:21 PM) thanks may i know where to see the return of dividend yield report? current i Queing arreit.  try here： http://mreit.reitdata.com/they update monthly based on past qtr profit. |
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yok70
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Dec 15 2010, 02:46 PM
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looks like starreit not as good as expected for most. however, its yield consider inline with other reits, just not outperforming.  |
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yok70
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Dec 22 2010, 07:05 PM
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QUOTE(darkknight81 @ Dec 21 2010, 08:46 PM) Anyone here receive their E-dividend from arreit yet? Today is the payment date however i went to check my bank account just now. Was not bank in yet. Just received the sweet cheque today.   Are you the one who bought 400k one day before divvi ex? 
Added on December 22, 2010, 7:19 pmQUOTE(kbandito @ Dec 22 2010, 06:51 PM) CapitaMalls Asia Limited acquired Queensbay Mall for RM730psf and the right of first refusal is given to CMMT. Initial property yield at 5%. Mind share the link of this news? Thanks! This post has been edited by yok70: Dec 22 2010, 07:19 PM |
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yok70
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Dec 23 2010, 11:42 PM
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CMMT replied saying not interested to invest in Penang's Queens Bay Mall. |
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yok70
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Dec 24 2010, 10:43 AM
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I like that CMMT and its parent singapore company works "independently". This shows their professionalism. |
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yok70
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Dec 29 2010, 12:36 AM
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QUOTE(darkknight81 @ Dec 28 2010, 08:16 PM) How come KPJ reits has been decline quite a lot recently? Due to new property injection? How come Arreit has been inching up recently? Any news? following others' tail mah! arreit consider a laggard reit loh as for now. Its next qtr divvi should be yummy since those new injected properties (all together 3? or 4?) should begin to pay rent right? i hope so. |
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yok70
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Jan 2 2011, 10:56 PM
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QUOTE(2010May @ Jan 2 2011, 09:53 PM) It has been consistent climb because when economics not good (about 2 years ago), people allocate lesser $ in stock market. Then when economic is getting better, people starting to worry if their $ staying with fd or cash. People wants to earn more when stock market seems to be a lot more profitable. Anyway, REIT history in Malaysia was still short. Malaysia started with REIT since 2006 only. There will still be risk with REIT if people are too confident with REIT performance. However REIT bubble should be unlikely to happen with current Malaysia situation. I'm not sure what you mean by "REIT bubble". Did you mean "properties bubble"? Since we only have so little REIT choices in Bursa. Anyway, I think risk is there when recently the number of shopping malls and office buildings grow so rapidly in KL/PJ area. A REIT's management team becomes the most important part of the REIT.  |
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yok70
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Jan 19 2011, 02:52 AM
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QUOTE(cherroy @ Jan 18 2011, 11:34 PM) Axis reit total DPU for 4Q is 4.30 + 0.95 cents = 5.25 cents Yeah! Still my best performing REIT. |
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yok70
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Feb 1 2011, 06:48 PM
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QUOTE(Jordy @ Jan 31 2011, 08:35 PM) That is true, but it also depends on whether you have the ability to get it at the ex price or not. For counter like AXREIT, it is always impossible to get at ex price because the price will bounce on ex. Today it deduct 6 cents, it went up 6 cents as well. And possibility of it going up again tomorrow is very high 5.25 cents dividend is my ang pow this year. Haha. Yeah! I thought to top up on the ex day, but the price even went up few sens after ex! Hopefully later days, got the "after ex" effect and price drops for me to top up. |
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yok70
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Feb 13 2011, 09:42 PM
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Anyone has Arreit paper after this announced divvi, please share. thanks! Maybank usually wrote it. I'm kind of disappointed on its divvi declared. I am expecting close to 2 sen.  |
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yok70
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Feb 14 2011, 01:01 AM
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QUOTE(cherroy @ Feb 14 2011, 12:04 AM) 2 cents? You cannot expect reit to improve its earning like ordinary company. Rental is fixed, unless there is new acquisition and higher leveraged. Until the rental revision, income is pretty fixed across. The last 3 quarters divvi goes as: 2 sen, 1.79 sen, and now 1.67 sen. I thought after injection of those new properties, there is a chance to move back to 2 sen within 2 quarters after the dilution effect. Looks like it's going to take more time now. Anyway, I'm fine with it actually. Although it can't go back to previous yield of 8+%, as long as it can stay above 7.5%, I'm happy to hold it.  This post has been edited by yok70: Feb 14 2011, 01:01 AM |
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yok70
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Feb 28 2011, 06:34 PM
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Alaqar profit dropped 17.4%. How come? |
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