Yearly yield is 4.43+3.30 = 7.73 sen,
so it's 6.49% yield at 1.19.
please correct me if i was wrong.

This post has been edited by yok70: Feb 28 2011, 09:01 PM

ya, just no long ago, it goes really hot and being pushed for rally to 1.2x. So that's a trap at last. Luckily i didn't buy. Scare of insider's play liao.

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Added on March 1, 2011, 12:09 amI like 0.905. Please come to me!
My buying price from 0.845 until 0.900.


This post has been edited by yok70: Mar 1 2011, 12:09 AM

Normally your trading platform should be able to view that in the announcement section.
Or, you may go to their website: http://www.axis-reit.com.my/

very cool. Thanks guys for these info.

From the ARREIT's anual report, I saw this column called "Value over total asset value % (a/b)" in the Property Portfolio page. What's it? Is it same as "Rental yield %" ?

Thanks!

I was surprise to read that there are only 2383 investors! Maybe i'm not good at numbers.

I went through all yields from ARREIT's properties. Ok, there's a reason for it to perform below its NAV, because its rental yield is average at around 7.5% (calculated by rental income/acquisition value). Not as impressive, as I was expecting to be above 8%. However, its diversification is quite even and great. With warehouse, office, college, retails.

My next read will be the Axreit's annual report.

This post has been edited by yok70: Mar 4 2011, 11:05 PM

You can just go and check the historical price of REITs during 2008 crisis. The answer is YES, hit a lot!
However, small small market bumping won't affect REITs much. You may check last year's bumping, and also current bumping.

Correct.

During crisis, good property's rental fees still hardly go down, unless the crisis is LONG LONG TERM SERIOUS ONE! Therefore, to pick a REIT with strategic properties is the most important concern.

I think what darkknight81 means by interest hike is regarding the REIT's properties borrowing concern. Some with fix rate, some with floating rate. If a REIT contains lots of properties with floating rate and the borrowing number is high, that means the risk is higher.

Do any Axreit holder get anything from this IPO? Perhaps, a 20% discount price to buy its IPO (i wish!)...

This post has been edited by yok70: Mar 22 2011, 05:06 PM

grabbed some today. maybe they worry on the re-investment plan?
can drop another 6 sen kah? then i grab again.

REIT's price keep moving up lately while stock market jumping up and down. Hard to add more with lower price.

I am very surprise to see some people actually wishing for another crisis to come just because they want to buy something stocks that give yield of 12-13%?! What are they thinking?! They prefer to lose their jobs to buy some stocks giving them yield of 12-13%? LOL!


This post has been edited by yok70: May 17 2011, 04:14 PM

yeah! cheque coming. and tomorrow ex can accumulate more. it's a major laggard reit counter now because its new acquisitions keep on delaying, gomen attitude!
however, i believe they may materialized in 2H of the year, then the share price will catch up with the rest. 1.12 TP by Maybank.

My parked at 0.91 matched.

the only thing "wrong" is their slower than expected acquisitions on properties. delay for few months already. however, if they really can close the deal by 4th qtr, i believe the share price will move up fast since it has been laggard for a long time. anyway, if they are still delaying, i'll just makan the rental fees loh. 8% yield for current price woh, lower risk than go out buy a house and rent out. Just my view.

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Added on July 12, 2011, 5:28 pmhow low u queue? 0.90?

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Added on July 12, 2011, 5:30 pmbtw, how you all see Axreit's increase capital/divvi re-invest proposal? Do you support? Do you think the dilution will be serious for its current growth plan? Please share share your view. Thanks!!


This post has been edited by yok70: Jul 12 2011, 05:30 PM

Thanks for the comments.
I hope they offer shareholders a good discount for re-investment.

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Added on July 12, 2011, 8:25 pmsince i already bought some at 0.91, my next target would be 0.89.

This post has been edited by yok70: Jul 12 2011, 08:25 PM

Axreit income dropped 10%? Anyone know what's the reason?

I see. Thanks!