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 REIT V2, Real Estate Investment Trust

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whizzer
post Sep 6 2010, 08:25 PM

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QUOTE(yok70 @ Sep 6 2010, 06:07 PM)
you think so? it can go down to 0.83-0.85?
but i was thinking, when looking at cmmt and sunreit, which both give low yield around 6.x-7.x% for current price, still able to keep their price stable if not even moving up further. I mean, after arreit increases capital, this alone seems to attract more investors.  hmm.gif
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My last ARREIT lots bought @ 8.45-8.5 in June 2010. However, during that time no news. Now ARREIT got in the limelite so I think it should still keep above 0.88 for some time until the next big REIT comes along.

This post has been edited by whizzer: Sep 6 2010, 08:43 PM
whizzer
post Sep 7 2010, 12:06 AM

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QUOTE(cherroy @ Sep 6 2010, 11:38 PM)
This is not speculation, this is making fun out of it.  biggrin.gif
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Great to know that there are people out there who are willing to sacrifice for the benefit of making my REIT portfolio look good tongue.gif
whizzer
post Sep 7 2010, 01:18 AM

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QUOTE(monkeyking @ Sep 7 2010, 12:43 AM)
icon_rolleyes.gif In my honest opinion, ARREIT will definately go up & not down......yesterday it went up 2 cents......last price is RM0.905.....today much more perhaps or maybe add another 2 cents or more?? hmm.gif
whistling.gif Remember MAYBANK gave the TP at $1.19 JUST A FEW DAYS AGO.....so, waiting to get it back at RM$0.85 is almost a near imposibility.......so let us all be realistic & not have fat hopes. laugh.gif
Cheers to all. wub.gif
icon_rolleyes.gif See what brother whizzer  says.......
rclxm9.gif .......yours truely bought quite alot at what brother whizzer bought too. rclxm9.gif
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Peace bro icon_rolleyes.gif thumbup.gif
whizzer
post Sep 7 2010, 05:54 PM

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QUOTE(sopol @ Sep 7 2010, 06:02 AM)
I am a supporter of arreit since its day one listing. The price will up and up. Will stop when reach full valuation aka NTA or at a level 8 - 9 % return..beyong that very hard to hold longer..
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Today close at 0.91. More upside ?
whizzer
post Sep 8 2010, 08:31 AM

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QUOTE(Jordy @ Sep 8 2010, 07:39 AM)
yok70,

Why buy so expensive? That price is almost fully valued.
monkeyking,

It is what we called private placement. The new shares were sold to selected institutional investors.
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I think for most reit, private placement is preferred first. Only if they cannot get, then they will go through rights issues or other means. Through private placement, the reit can also do a win-win deal e.g. injection of private placement via swap for equity. I daresay going the rights issue way might be more costly for them and takes sometime to come about. Furthermore, they cannot guarantee 100% subscription. Maybe some sifu can comment. hmm.gif
whizzer
post Sep 8 2010, 08:34 PM

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QUOTE(yok70 @ Sep 8 2010, 12:47 PM)
I think what monkeyking said is to give it for FREE. Since the profit for each unit has been diluted because of increment of units, the company suppose to give for free to existing holders such as free BI or RI offers to shareholders on good performing ordinary stocks.

And ya, I also quite piss off as so far I see ALL reits don't give free gifts to shareholders.  blink.gif
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eh? Here's a shocker blink.gif There no such thing as a free lunch tongue.gif

Personally for me, I believe that REIT would only give you RI (BI.. I m not too sure) if they are seriously in need of cash because they are overleveraged. There are precedent of this happening in Singapore REIT. I remembered that last year ASCENDAS Reit had a 1-15 RI. I believe they did that to overcome some serious capital refinancing problems caused by the financial crisis.

Here's a link on rights issue -> http://en.wikipedia.org/wiki/Rights_issue
particularly ....
"Companies usually opt for a rights issue either when having problems raising capital through traditional means or to avoid interest charges on loans"

so RI not necessarily a good thing. hmm.gif

This post has been edited by whizzer: Sep 8 2010, 08:37 PM
whizzer
post Sep 16 2010, 11:23 AM

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QUOTE(cherroy @ Sep 16 2010, 10:41 AM)
Received already.


Added on September 16, 2010, 10:44 amFor CMMT, I like it very much.
But 6.8% gross yield, somehow very difficult and little non-attractive, as we need to take the net yield as real yield.
Unless the witholding is scrapped in next month budget, which has been lobbying by reits industry for years (which I don't think have high chance), then 6.8% net yield seems attractive.
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IMHO, I think another plus for stocks like CMMT/SUNREIT would be its comparatively higher trade volume because of their size. Means that if one want a more liquid REIT don't mind sacrificing the net yield, these are the ones to go for.
whizzer
post Sep 22 2010, 09:22 AM

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To solve all argument, just buy keep for one year and find out whistling.gif
whizzer
post Sep 28 2010, 11:16 PM

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QUOTE(ThanatosSwiftfire @ Sep 28 2010, 08:17 PM)
Hi all, I just hopped on the STAREIT bandwagon. XD Hopefully dividend returns are better than expected XD
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STAREIT is the slowest non-moving REIT in my portfolio. Bought @ 0.86 in Dec 2009. Today also still 0.86. Meanwhile, other REITs had move some. Not saying that its bad, dividend is ok. The almost non-existent news about new property injection etc is not doing it any good. However, since I am already in, I will keep it and hope for some good news soon icon_rolleyes.gif
whizzer
post Oct 6 2010, 03:28 PM

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QUOTE(cherroy @ Oct 6 2010, 03:12 PM)
This question is just like
which girl should I pick for my future wife.

Nobody know except you.
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Unless of course, if pre-arranged by your parents wink.gif

ihatework,
Maybe I suggest you go through all the REITs in Malaysia by reading their business & history. (Do some homework)
Then pick one to your liking.

You may also pick the one with highest yield today, however, as usual it doesnt guarantee that it will be top yielding next month. Happy REITING.. biggrin.gif

This post has been edited by whizzer: Oct 6 2010, 03:29 PM
whizzer
post Oct 8 2010, 11:44 AM

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QUOTE(Jordy @ Oct 7 2010, 11:47 PM)
JinXXX,

You're talking about some common sense, but most newbies starting out has no common sense as illustrated by his question "my question is: how do I pick which REIT is right for me?". They want to be given a fish, not being taught how to fish. You get me?
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Same case there for the guy waiting for the future wife to appear laugh.gif
whizzer
post Oct 8 2010, 05:12 PM

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QUOTE(cherroy @ Oct 8 2010, 04:57 PM)
Midvalley reit (or IGB reit), which previously being proposed, but until now become no news.

If this month budget announces abolish of witholding tax, I can assure many reit will be queueing to list.
But my personal view, very unlikely.
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Can hope for reduction instead of total abolish ? brows.gif
whizzer
post Oct 20 2010, 11:25 PM

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QUOTE(veilside2010 @ Oct 20 2010, 05:58 PM)
Bro..how many dividend STAREIT give ??
I'm the new to REIT !!
Just bought SUNREIT..
Thanks for share !  thumbup.gif
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According http://mreit.reitdata.com, yield is around 7.31%. However, today's MBB report on QCAPITA, I saw that the projected STARREIT FY11 yield at 11.6% drool.gif Dunno how they project like that hmm.gif

This post has been edited by whizzer: Oct 20 2010, 11:27 PM


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whizzer
post Oct 21 2010, 10:57 AM

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QUOTE(cherroy @ Oct 21 2010, 10:52 AM)
Sold to Starhill Global Sg
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Sold for some magic beans which hopefully can be grown to a giant beanstalk later on laugh.gif
whizzer
post Oct 21 2010, 10:41 PM

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QUOTE(Jordy @ Oct 21 2010, 10:29 PM)
cherroy,

Weren't analysts being paid to make us (the investors) happy with their forecasts? tongue.gif
yok70,

That is correct, the highest close yet. With such good quarterly results and revaluation, no wonder the price surged that much. The results indicate that they still owe us 0.95 cents in dividend (out of a 4 cents dividend). Doesn't sound bad at all, considering the enlarged UIC.

Just for the record, 4 out of my 5 counters did extremely well today, giving me a paper gain of RM4,700 for today. I have not seen such a huge daily gain in my portfolio since 11 years ago. I am extremely satisfied biggrin.gif
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Yes. I notice that today REITs are up a lot. wink.gif Should have top up some yesterday.
whizzer
post Oct 28 2010, 12:31 AM

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QUOTE(veilside2010 @ Oct 27 2010, 11:59 PM)
RM100,000 + 7% = RM7000
1 year 2 times dividend = RM14,000
Got it ?? drool.gif
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Your calculations means 14% p.a. not 7%.
Yield calculation are an annual thing. So usually, if div is given twice a year. Its probably 3.5% each time. (so whole year = 3.5% + 3.5% = 7 %)

This post has been edited by whizzer: Oct 28 2010, 12:34 AM
whizzer
post Nov 3 2010, 11:58 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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We follow taikor tongue.gif
whizzer
post Nov 3 2010, 04:46 PM

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QUOTE(veilside2010 @ Nov 3 2010, 04:37 PM)
Buy SUNREIT !! Sure wont regret !! biggrin.gif
The most largest asset in malysia !! I think nx year sure RM1.30 !! smile.gif
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This one more Titanical than StarReit laugh.gif
whizzer
post Nov 15 2010, 05:20 PM

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QUOTE(harry1125 @ Nov 15 2010, 04:02 PM)
Anyone know when stareit will announce their new injection properties??
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Francis Yeoh should know but he doesnt seem to be telling tongue.gif
whizzer
post Nov 25 2010, 11:54 AM

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QUOTE(jtleon @ Nov 25 2010, 07:46 AM)
Malaysian buy SG REIT tax exempted?
if we buy MY REIT we are still subject to 10% tax, is that true?

thanks


Added on November 25, 2010, 7:54 amFor Atrium, from its website
1 of the 4 portfolios, Atrium Puchong shows
Lease Period: 8 years, expiring on 18 September 2010

means now Atrium Puchong has no tenants?


Added on November 25, 2010, 10:12 amwell i mistype my meaning in my last post, i mean how do i know if Atrium has secured a new contract with the current tenant, or new tenant, if not means the tenant can now move away anytime?  that is a big change to Atrium if 1 of their 4 portfolio got empty.
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No worries. refer below


5130 ATRIUM ATRIUM REITS
Renewal of Lease for Atrium Puchong

Atrium Real Estate Investment Trust ("Atrium REIT")
- Renewal of Lease for Atrium Puchong
The Board of Directors of Atrium REIT Managers Sdn Bhd ("ARM"), the Manager of
Atrium REIT, wishes to announce that DHL has confirmed to ARM of their
agreement to renew the lease of Atrium Puchong (the premises is located at No.
2, Jalan PPU 1, Taman Perindustrian Puchong Utama, Batu 12 1/2 Jalan Puchong,
47100 Puchong, Selangor Darul Ehsan) which would be expiring on 18 September
2010, for a period of four (4) years commencing from 19 September 2010 to 18
September 2014. The relevant documentation in relation to the said renewal of
lease will be executed by both parties in due course.
This announcement is dated 17 September 2010.



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