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 REIT V3, Real Estate Investment Trust

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holybo
post Mar 16 2012, 05:23 PM

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QUOTE(yok70 @ Mar 16 2012, 05:09 PM)
I also bought a lot in last few days at 1.39-1.42. Damn! Bought too early!!  mad.gif
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i also got it at the range.. nvm, use average down method for good stocks lol
holybo
post Mar 16 2012, 11:21 PM

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based on last year, cmmt should announce dividend in march.
holybo
post Mar 24 2012, 11:41 AM

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QUOTE(BrendaChee @ Mar 23 2012, 11:34 AM)
Is CMMT going to declare dividend in March? Please advise.

Thanks
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unlikely i think
holybo
post Mar 24 2012, 04:19 PM

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QUOTE(bryan5073 @ Mar 24 2012, 04:16 PM)
I would like to ask. How does one actually do valuations on a REIT? The same as other stocks?

For what I know, the way REITs do their business is quite different from other companies, right? After all, they collect rents, which is fixed...

So how do we gauge REITs based on ratios?

How much should the PE, ROA, ROE etc. of the industry be?

I couldn't find any books regarding REITs in the bookstores...  sad.gif

Any sifu here can pinjam some of ur wisdom, pls? Thanks!!!  notworthy.gif
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see how much debts, cash, how much they can expand etc, PE not really important i guess. bro cherroy can give you more information


Added on March 24, 2012, 4:20 pm
QUOTE(sheep436 @ Mar 24 2012, 04:06 PM)
There's lots of 'sell' on sunreits..What happen? might buy more if go down to 1.20. looks like some people dont like the RM200million upgrade of the newly acquired mall cum hotel
rclxub.gif  whistling.gif  rclxub.gif  whistling.gif  thumbup.gif  rclxms.gif  rclxm9.gif  rclxm9.gif
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i guess epf throwing. can Q a little bit lower, maybe will hit jackpot like cmmt at 1.33

This post has been edited by holybo: Mar 24 2012, 04:20 PM
holybo
post Apr 19 2012, 11:20 PM

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cmmt finally announce their dividend, 2.09cents per unit
holybo
post May 3 2012, 06:23 PM

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wonder what is the implication of this announcement

UOA REAL ESTATE INVESTMENT TRUST ("UOA REIT")

NON-COMPLIANCE WITH PUBLIC UNITHOLDING SPREAD REQUIREMENT

Reference is made to UOA REIT's announcement dated 5 March 2012 on the above matter.

The Board of Directors of UOA Asset Management Sdn Bhd, being the management company of UOA REIT (the "Manager"), wishes to announce that the public unitholding spread of UOA REIT as at 31 March 2012 was 23.23%. Hence, UOA REIT does not fully comply with the public unitholding spread requirement pursuant to Paragraph 8.02(1) of the Main Market Listing Requirements of Bursa Malaysia Securities Berhad ("Bursa Securities" ) ("Public Unitholding Spread Requirement").

Bursa Securities has via its letter dated 1 March 2012, granted UOA REIT a further extension of time of six (6) months from 22 February 2012 until 21 August 2012 to comply with the Public Unitholding Spread Requirement.

The Manager together with United Overseas Australia Limited, an indirect substantial unitholder of UOA REIT and the ultimate holding company of the Vendors (Vendors as defined in the announcement dated 29 October 2010) will continue with their efforts to rectify the Public Unitholding Spread Requirement as soon as feasible.


This announcement is dated 3 May 2012.
holybo
post May 4 2012, 08:36 AM

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they announce it at the same time they announce dividend.. hope to get some cheap sales tongue.gif
holybo
post May 31 2012, 04:28 PM

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aiyoh.. why the stareit sales so sudden 1? should Q low next time wait for the bunny hit the tree lol
holybo
post May 31 2012, 04:44 PM

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QUOTE(river.sand @ May 31 2012, 04:33 PM)
Volume also high? What's the cause?
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funds cash out their reits to support our CI? just a guess lol
holybo
post Jun 12 2012, 01:52 PM

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so the kassests turn into reit is confirm and is just a matter of time only?
holybo
post Jun 12 2012, 05:52 PM

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QUOTE(cherroy @ Jun 12 2012, 05:49 PM)
There is no auto-conversion based on the proposal.
They will give you IGB reit shares as dividend in specie + capital repayment (which you do not need to fill up the form), while Kaaset will be delisted afterwards.
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is it a confirmed news?
holybo
post Jun 12 2012, 07:43 PM

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The Board of Directors of SBGB wishes to announce that the Company, being the Lessee has defaulted in its rental payment on the lease of a Warehouse Complex erected on an industrial land held under HS(D) 232293, PT 93 Pekan Baru Hicom, Daerah Petaling, Negeri Selangor but excluding all plant and machineries for manufacturing purposes and the museum facilities installed thereon ("Demised Property") for the months of January 2012 to May 2012.

In relation thereto, CIMB Islamic Trustee Berhad (formerly known as CIMB Trustee Berhad) (“the Lessor”) has thereto called on the entire guaranteed sum under the Bank Guarantee issued by RHB Bank Berhad for the sum of Ringgit Malaysia Seven Million Two Hundred and Ninety-Six Thousand only (RM7,296,000.00), which shall be applied towards payment of the following:-

i. Outstanding rental due and owing by the Company for the period from January 2012 up to May 2012 (“Outstanding Rental”); and

ii. The remaining sum (after the deduction of the Outstanding Rental) shall be treated as advance rental until January 2013.

The calling of the above Bank Guarantee has been announced as a cross default in the Company’s announcement on 6 April 2012.

The Company is presently in communication with the Lessor on the revised terms of the Lease Agreement, which shall be incorporated into the proposed regularisation plan of the Company.

This announcement is dated 12 June 2012.
holybo
post Jun 12 2012, 11:48 PM

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Hope the arreit drop more than 5% then can have a chance to stock up biggrin.gif
holybo
post Jun 14 2012, 06:18 PM

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QUOTE(wankongyew @ Jun 14 2012, 06:15 PM)
user posted image

My CMMT. Bought about three months ago I think. I'm also wondering if I should sell for quick gain or keep for dividends and potentially more capital gains.
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If you want to maximize your income, you may do so. but there is a risk u cant buy it with cheaper price where the price keep going up lol
holybo
post Jun 15 2012, 05:43 PM

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cmmt from 1.74 drop to 1.67 in just less than half an hour...
holybo
post Jun 18 2012, 08:17 AM

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QUOTE(yok70 @ Jun 18 2012, 02:13 AM)
rabbit please come to 1.40.  tongue.gif
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not so soon.. maybe never tongue.gif
holybo
post Jun 21 2012, 11:22 PM

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I also sold off my cmmt.. waiting for better entry..

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