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STOCK MARKET DISCUSSION V65, Plantation Surge & CI 1500 and beyond
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cherroy
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Nov 11 2010, 03:56 PM
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QUOTE(smartly @ Nov 11 2010, 03:52 PM) in fact we should buy ARREIT after ex. reason :- DPU is only 1.7874 sen subject to tax. after ex price adjust to 2sen downward. mean if you buy after ex, you save 2 - 1.7874 = 0.2126. multiply then with 100,000 units you save 0.2126 x 1000 = 212.6 per 1000 lots. Maybe more because, you save 10% of the DPU as well. Higher yield somemore Before ex 0.92 After ex 0.90. Set aside the 1.78 vs 2 cents and witholding tax issue With 1.8 cents DPU at 0.92 = 1.8/92 = 1.96% at 0.90 = 1.8/90 = 2%
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cherroy
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Nov 11 2010, 04:37 PM
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QUOTE(yok70 @ Nov 11 2010, 04:32 PM) I don't know why Arreit still being kind of laggard as its assets size actually the third biggest in REIT, right? With great yield record some more! Its TP of 1.19, when can achieve? Look at Sunreit, Axreit, even small Hektar, they all already near to their FY11 TP. Everyone still no confidence in government management kah?  You need to look at the properties portfolio to compare as well It is hard to explain, especially something related to experience in the past. If you not familiar, google AHP2. There is risk involved in reit as well. Don't get me wrong, I am not saying Arreit is not good or has any relation to AHP2 issue. This post has been edited by cherroy: Nov 11 2010, 04:40 PM
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cherroy
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Nov 12 2010, 10:13 AM
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QUOTE(harry1125 @ Nov 12 2010, 10:11 AM) Correct.
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cherroy
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Nov 12 2010, 10:31 AM
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QUOTE(jasontoh @ Nov 12 2010, 10:16 AM) So fast? We may have long way to go.
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cherroy
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Nov 12 2010, 11:26 AM
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New thread version
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