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 REIT V3, Real Estate Investment Trust

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robinlim
post Nov 16 2011, 01:35 PM

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QUOTE(kueyteowlou @ Nov 12 2011, 12:40 PM)
notworthy.gif thanks for the answer bro..

hehee..

1 question.. why are you choose to buy ARREIT at first? hehee.. because of the consistent dividend yield that they provided?  hmm.gif
*
consistent divi payout
and I believe they'll fill in the gap left by cimb in shortest period
and the price seems attractive to me smile.gif


Added on November 16, 2011, 1:38 pm
QUOTE(SKY 1809 @ Nov 12 2011, 01:01 PM)

Yes you are right.

Laymen like us did not know why Arreits bought South City, wondering that time maybe they are the pro.

Now again wondering why they want to sell these properties back to the market.
*
Maybe it was a business decision that went awry
Corporates do make bad decision sometimes
or due to unforseen circumstances that happened later

Maybe the selling back of the properties to the market is to free up the leverage to look for other better opportunities? hmm.gif

This post has been edited by robinlim: Nov 16 2011, 01:38 PM
SKY 1809
post Nov 16 2011, 01:44 PM

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QUOTE(robinlim @ Nov 16 2011, 01:35 PM)
consistent divi payout
and I believe they'll fill in the gap left by cimb in shortest period
and the price seems attractive to me smile.gif


Added on November 16, 2011, 1:38 pm

Maybe it was a business decision that went awry
Corporates do make bad decision sometimes
or due to unforseen circumstances that happened later

Maybe the selling back of the properties to the market is to free up the leverage to look for other better opportunities? hmm.gif
*
How come their judgments are no better off than laymen like us. hmm.gif

If u happened to be there before , or even hawkers there , they would tell u not it is worth to buy. yawn.gif

But so long they can pay good DPU, ok lah, who really cares, right ?

This post has been edited by SKY 1809: Nov 16 2011, 01:46 PM
teehk_tee
post Nov 16 2011, 03:33 PM

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QUOTE(gark @ Nov 14 2011, 02:26 PM)
Already got good public transport nearby, I go to Pavillion via Monorail stop at BB Plaza.  tongue.gif Like I say, compared to CMMT (BB Plaza) & STARHILL Global (Star Hill, Lot 10), there are currently giving ~5.5% yield. So if Pavillion REIT is giving 6.5%, then the unit price will appreciate until the yield is similar, so 15%-20% capital gains. Just that we have to beware in the multiple things happening in 2013...  laugh.gif
*
demm..
u have the same thoughts as me. applying for this IPO for likely capital gains of about 18% assuming it trades on a premium similar to CMMT/Sunreit
Jt2020
post Nov 16 2011, 03:44 PM

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Do you think on the day when PavIPO is lunched, it will affect other RIETs?
cherroy
post Nov 16 2011, 03:48 PM

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QUOTE(Jt2020 @ Nov 16 2011, 03:44 PM)
Do you think on the day when PavIPO is lunched, it will affect other RIETs?
*
No.
Unrelated.
In fact, it may boost reit sector as a whole, as more people notice reit sector.
robinlim
post Nov 16 2011, 05:20 PM

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QUOTE(SKY 1809 @ Nov 16 2011, 01:44 PM)
How come their judgments are no better off than laymen like us. hmm.gif

If u happened to be there before , or even hawkers there , they would tell u not it is worth to buy. yawn.gif

But so long they can pay good DPU, ok lah, who really cares, right ?
*
Management will only listen to experts views
they believe the magic of turning around things as advised by consultants
they never trust laymen views which in fact reflecting the realities
just like the top management at our work place
(sorry no pun intended if happened that you are a top management of a company tongue.gif)
or our gomen yawn.gif

but somehow if they keep on making bad decisions
then it's a real concern as the DPU will definitely be affected


Added on November 16, 2011, 5:23 pm
QUOTE(teehk_tee @ Nov 16 2011, 03:33 PM)
demm..
u have the same thoughts as me. applying for this IPO for likely capital gains of about 18% assuming it trades on a premium similar to CMMT/Sunreit
*
me too
seems like a lot of people having the same thought laugh.gif

Most likely I'll sell on the first day (if successful)
and wait for it to drop to collect and keep for divvy blush.gif

This post has been edited by robinlim: Nov 16 2011, 05:23 PM
SKY 1809
post Nov 16 2011, 05:29 PM

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QUOTE(robinlim @ Nov 16 2011, 05:20 PM)
Management will only listen to experts views
they believe the magic of turning around things as advised by consultants
they never trust laymen views which in fact reflecting the realities
just like the top management at our work place
(sorry no pun intended if happened that you are a top management of a company tongue.gif)
or our gomen  yawn.gif

but somehow if they keep on making bad decisions
then it's a real concern as the DPU will definitely be affected


Added on November 16, 2011, 5:23 pm

me too
seems like a lot of people having the same thought  laugh.gif

Most likely I'll sell on the first day (if successful)
and wait for it to drop to collect and keep for divvy blush.gif
*
So you expect Harvest sharks to goreng up this one hmm.gif
simonc
post Nov 16 2011, 07:42 PM

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Would love to see REIT get designated. LOL
kueyteowlou
post Nov 16 2011, 08:47 PM

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QUOTE(simonc @ Nov 16 2011, 07:42 PM)
Would love to see REIT get designated. LOL
*
laugh.gif laugh.gif laugh.gif

you love to see everywhere designated... hahhaa new joke of the malaysia SC lol tongue.gif
SKY 1809
post Nov 16 2011, 08:55 PM

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QUOTE(kueyteowlou @ Nov 16 2011, 08:47 PM)
laugh.gif  laugh.gif  laugh.gif

you love to see everywhere designated... hahhaa new joke of the malaysia SC lol  tongue.gif
*
All new IPO are excessive gorenged on the first few days.

I do not mind if Bursa designates all IPOs

Bursa cannot have " 2 tier" standards for gorenging.

This post has been edited by SKY 1809: Nov 16 2011, 08:57 PM
simonc
post Nov 16 2011, 08:59 PM

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Yea let the true investor a chance to buy laugh.gif
dopp
post Nov 16 2011, 09:07 PM

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Luckily my hlebroking a/c is direct a/c so i can use my CDS in MBB to buy Pavilion Reit without hassle.
yok70
post Nov 16 2011, 09:23 PM

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QUOTE(teehk_tee @ Nov 16 2011, 03:33 PM)
demm..
u have the same thoughts as me. applying for this IPO for likely capital gains of about 18% assuming it trades on a premium similar to CMMT/Sunreit
*
welcome back. tongue.gif

but i won't expect it to surge up that much though.
because at cmmt and sunreit ipo price, yield is 7.2-7.5%.
but pavilion ipo price, yield only 6.5%.

say the reit price adjustment is to make the yield reach 6%,
for cmmt/sunreit case, 7.2%->6% => 20%. therefore their share price surge around 20%
for pavilion reit case, 6.5%->6% ==> 8%.
therefore, i estimate it can only surge 8% after ipo.

just my view. laugh.gif

teehk_tee
post Nov 16 2011, 10:38 PM

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QUOTE(yok70 @ Nov 16 2011, 09:23 PM)
welcome back.  tongue.gif

but i won't expect it to surge up that much though.
because at cmmt and sunreit ipo price, yield is 7.2-7.5%.
but pavilion ipo price, yield only 6.5%.

say the reit price adjustment is to make the yield reach 6%,
for cmmt/sunreit case, 7.2%->6% => 20%. therefore their share price surge around 20%
for pavilion reit case, 6.5%->6% ==> 8%.
therefore, i estimate it can only surge 8% after ipo.

just my view.  laugh.gif
*
thanks yok, nice to see ur still going strong flex.gif

good view smile.gif i took the target yield to be around 5.5%. greater premium hehe
TSsmartly
post Nov 16 2011, 11:52 PM

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3 reits below RM1.

STAREIT - 0.86
ARREIT - 0.875
PAVREIT - 0.88

i will go for PAVREIT IPO !! tongue.gif rclxms.gif
cwhong
post Nov 17 2011, 12:45 AM

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QUOTE(smartly @ Nov 16 2011, 11:52 PM)
3 reits below RM1.

STAREIT - 0.86
ARREIT - 0.875
PAVREIT - 0.88

i will go for PAVREIT IPO !!  tongue.gif  rclxms.gif
*
me stareit atm ........ PAV drop on first day will buy some and kept in fridge nod.gif nod.gif
panasonic88
post Nov 17 2011, 11:53 AM

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ARREIT 86c SOLD OUT liao

Now got money also cannot buy liao tongue.gif
kueyteowlou
post Nov 17 2011, 12:21 PM

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QUOTE(panasonic88 @ Nov 17 2011, 11:53 AM)
ARREIT 86c SOLD OUT liao

Now got money also cannot buy liao tongue.gif
*
rclxms.gif

i bought at that price that day
mopster
post Nov 17 2011, 03:54 PM

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p r o b l e m o _ s o l v e d

This post has been edited by mopster: Nov 17 2011, 05:21 PM
cherroy
post Nov 17 2011, 04:16 PM

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QUOTE(panasonic88 @ Nov 17 2011, 11:53 AM)
ARREIT 86c SOLD OUT liao

Now got money also cannot buy liao tongue.gif
*
Qcap 1.09 also sold out. tongue.gif

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