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 REIT V2, Real Estate Investment Trust

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ante5k
post Jun 24 2010, 11:02 PM

Antediluvian
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From: Port Dickson


All dividend result to adjustment down of share prices.
ante5k
post Jul 12 2010, 05:42 PM

Antediluvian
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From: Port Dickson


QUOTE(yok70 @ Jul 12 2010, 01:45 PM)
Anyone has any recent REIT sector review? I only have one MBB's review by March, which is a little old now.

Thank you!!  notworthy.gif

PS: Do you think Axis still a good buy for current price?
*
Axreit annoucing result next monday.
ante5k
post Jul 19 2010, 05:03 PM

Antediluvian
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From: Port Dickson


Axreit result out soon.
ante5k
post Jul 19 2010, 05:31 PM

Antediluvian
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Proposed/Declared dividend per share (Subunit) 4.00

Axis
ante5k
post Jul 19 2010, 05:50 PM

Antediluvian
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Nestle house empty for quite a while due to tenants moving out and renovation, quottro.
ante5k
post Aug 11 2010, 08:36 PM

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QUOTE(Kcee @ Aug 11 2010, 08:31 PM)
Dear forumers,

Amfirst REITS has just announced its 1Q 2010-2011 report. Revenue increased by 6% due to renewal of tenancies at higher rental rates and new lettings but net income after tax were also lower by 6% due to higher provision for doubtful debts and higher interest funding costs.
Dividend per Unit (DPU) for this quarter is 2.32 sen (a drop of 0.15 sen compared to previous quarter), annualized DPU would sum up to around 9.28 sen. Based on current market value of RM 1.19 per share of Amfirst REITS, the yield will be around 7.79% (not including the 10% withholding tax yet). Seems like even though with higher revenue, the net income was still lower and one of the main reason mentioned was due to the hike
in the overnight policy rate (OPR). As a newbie, oops, I didn't take this into consideration when purchasing REITS  sweat.gif . So, below are some questions that I hope some senior investors can comments or give their views.

1) Can we summarize that as a whole, other REITs too might be reporting lower income due to the OPR hike? Which REITs
have more exposure to the increase in OPR hike?
2)What is the meaning of 'higher provision for doubtful debts'?

Thanks in advance.

*
1. might be possible if they are on variable loan

2. rents owed which might not be able collect.
ante5k
post Aug 11 2010, 09:01 PM

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From: Port Dickson


1. normally you can find the details in their annual report.

2. recovered receivables will be income for next quarter which can be distributed to share holder.
ante5k
post Dec 20 2010, 10:56 AM

Antediluvian
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Cheap in terms of what ?
ante5k
post Mar 4 2011, 04:23 PM

Antediluvian
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From: Port Dickson


Received my axreit cheque wedneday.

Amfirst droping sad.gif anyone here heard anything abouit it?

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