Amfirst right issue will be listed on 7th August, for those who bought earlier don't worry if its gone from your acct ya

Thanks for the info.... where's the source ?

Friend of mine & broker in MBB

anybody know y bsdreit up so much??

coz oil palm prices went up.....BSD concentrating on oil palm industry

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Added on August 4, 2012, 1:53 pmThought I lost it and wanna call my broker. All is well then

This post has been edited by funnybone: Aug 4 2012, 01:53 PM

大马投行：看好零售產业信託　
看淡办公室领域
財经 2012年7月31日

（吉隆坡31日讯）大马投行对不同產业领域的房產信託（REITs）看法各异，看好零售信託，但对办公室领域產托则持中和看法。

对於大马房產信託市场的前景，大马投资银行股票、资產配置和基金管理部首席投资员黄玉亮表示，大马房產信託的选择不多，且多数以零售信託为主。同时，他並不看好办公室信託，这是基於未来將有庞大的供应推出市场。

他补充：「过去两三年，大马密集地区的办公室出租率並没有显著成长，属较为负面的因素。」

此外，目前盛行的网上购物趋势，亦带动物流和仓库的需求，因此黄玉良认为此领域具有需求，但需关注其流通量。

看好亚太区房產信託

大马投银旗下的亚太区房產信託基金，推出第一年的週息率为6%。若以各国房產信託週息率比较，新加坡为约5%，澳洲为7%，大马则持稳在5.5%至6%间。

该投行看好亚太区的房產信託市场，主要因为比较全球房產信託市场和区域资產市场，亚太区房產信託有跑贏大市的优势，加上零售和商业空间需求持续提升带动。大马亚太房產信託基金的投资主要以澳州为主，但隨著新加坡的產託市场展望较具优势，开始提升当地的投资。

有鑑於此，大马投行亚太区產託截至今年7月6日的投资组合，新加坡占31.68%，而澳州则占30.7%。黄玉亮看好新加坡，因当地產业维持在高於90%的使用率，属健康水平。若与基准进行比较，该產託基金在过去一年取得20.8%成长，优於基准的10.1%成长。

黄玉亮表示，基金的资產分配並没有的地区限制，主要的考量因素包括在需求高於供应的地方投资，以及具有流通量，以便在出现负面因素时，能够退出相关市场。

另外，黄氏也看好持续提升资產素质的信託公司，如嘉德大马房地產信託（CMMT，5180，主板房產信託股）和双威房地產投资信託（SUNREIT，5176，主板房產信託组）。未来，该信託基金將寻求更多的投资机会，且会考虑投资即將上市的怡保花园房產信託（IGB REIT）。

至於信託市场的挑战，黄玉亮认为，这需视各国的外来直接投资（FDI）的管理、人口和经济成长局势，因这將直接影响对各国投资的估值。

http://www.orientaldaily.com.my/ ... 448:&Itemid=198

translation pls

Mayband Investment Bank is optimistic of retail REITs, pessimistic of office REITs...

ah.. thus, in a month or two's time, time to buy into TWRREIT or UOAREIT?
hehe - the saying about making $ on analysts' recommendations, do the opposite.

On a more serious note, since 2009/2010 until today, several analysts and even one or two forumers was really going "chicken little" on office REITs.
And i'm STILL WAITING for it to happen to buy more at lelong prices

Just a thought

This post has been edited by wongmunkeong: Aug 5 2012, 06:15 PM

Thanks

Erm.....I aim at reits are due to their constantly distributing dividends. By collecting dividends as my passive income and also my main purpose. Share appreciation i jst treat it as bonus only.

Yar - when U buy at a lower price, if the dividends paid out are similar +/-, wouldn't your DY% be higher?
I'm into REITs with similar reasoning with U leh.

Yup, your right. Buy at lower price results dividend yield higher.

每单位参阅价RM1.25 怡保花园产托9·19 上市

财经新闻
财经
  2012-08-06 21:25
（吉隆坡6日讯）怡保花园产托（IGBREIT）计划在今年9月19日（週三），在大马交易所主板上市。

根据公司向证券监督委员会的报备，证券监督委员会批准公司发行35亿5000万单位，公司发行34亿单位给卖主作为收购活动的部份资金。

同时，证监会也批准公司发行1亿5000万单位支付管理费。

怡保花园产托在上述报备文件上说，每单位参阅价为1.25令吉。

公司发行的34亿单位中，27亿3000万单位给Kris资产（KAssets，6653，主板产业股），相等于80.3%股权。

剩下的6亿7000万单位或相等于19.7%股权，则供散户与机构投资者认购，其中散户投资者可认购2亿100万单位或相等于5.9%股权，机构投资者则可认购4亿6900万单位，相等于13.8%股权。

以公司上市34亿单位，以及每单位1.25令吉零售价计算，预计上市后市值可达42亿5000万令吉。

今年7月26日，怡保花园产托（IGBREIT）的托管人与Kris资产签署买卖协议，向后者收购谷中城美佳广场（MidValley Megamall）和相关资产，以及TheGardens Mall广场和相关资产，总值46亿1260万令吉。

怡保花园产托除了透过发行上述34亿单位作为部份交易代价，也将筹集12亿1300万令吉现金。

Confirmed additional AMFIRST (from Rights Issue conversion) shares is in my CDS on 7 August 2012

I can confirm that I received it too. Unfortunately, as a CIMB iTrade user, it seems to me that they added the new shares at a cost of 0 (instead of RM0.83) and now it has completely messed up the average purchase price and consequently the unrealized profit/loss for my AMFIRST shares. My average purchase price of AMFIRST is now RM0.68, which is of course completely unrealistic.

Same here with Average buying price for Jupiter Securities portal didn't even change.

i applied for the amfirst excess units 700 ...just got 119 units of the excess..... they gave me odd lot pulak i will feel better if they just give me 100 units of excess....

IGB REIT Prospectus:
http://www.sc.com.my/main.asp?pageid=1194&...=&linkid=&type=

Got mine too. And yes, the average buying price did not reflect the actual. Using MBB.