QUOTE(David83 @ Feb 15 2012, 11:40 PM)
Top performing?I think Axreit should be considered as the top currently.
Just my personal view.
REIT V3, Real Estate Investment Trust
|
|
Feb 16 2012, 05:21 PM
Return to original view | Post
#81
|
|
Staff
25,802 posts Joined: Jan 2003 From: Penang |
|
|
|
|
|
|
Feb 21 2012, 11:31 PM
Return to original view | Post
#82
|
|
Staff
25,802 posts Joined: Jan 2003 From: Penang |
|
|
|
Feb 23 2012, 05:03 PM
Return to original view | Post
#83
|
|
Staff
25,802 posts Joined: Jan 2003 From: Penang |
QUOTE(Frostlord @ Feb 23 2012, 04:47 PM) thanks Volume low, doesn't mean price rarely go up or down.i am planning to either get PAVREIT or PANAMY anyone can comment on it? Added on February 23, 2012, 4:51 pm1 more thing that i jsut realize on REIT. correct me if i am wrong everytime divvy payout, the divvy given will be deducted from the share price (eg HEKTAR giving out 3c divvy. so when it payout the divvy, its price will drop 3c) since REIT counter volume are low, means the price will rarely go up. doesnt this mean the counter will drop more than it go up? Even volume is low generally, there are still transaction done everyday. If reit price drop more than go up, it just make the reit more attractive if div continue to be the same. If price deducted after div, and price doesn't recover back, it makes the yield even higher for next div or new reit buyer. |
|
|
Feb 25 2012, 10:59 AM
Return to original view | Post
#84
|
|
Staff
25,802 posts Joined: Jan 2003 From: Penang |
QUOTE(soul2soul @ Feb 25 2012, 10:45 AM) Haih, still not sure if this is the right time to enter REIT looking at property slow down in Malaysia and the highish KLSE at the moment. The net worth of the reit's properties based on latest market valuation.Added on February 25, 2012, 10:56 amI got a question, when we purchase REIT, it's based on the market value right, not on NAV right? BTW, what's NAV for ? |
|
|
Feb 25 2012, 11:34 AM
Return to original view | Post
#85
|
|
Staff
25,802 posts Joined: Jan 2003 From: Penang |
QUOTE(soul2soul @ Feb 25 2012, 11:15 AM) Does it mean that NAV is the 'fair value' of the REIT? Some sort of.When they announce dividend payout, the yield is based on dividend payout / the price which an investor bought the REIT. Correct me if I am wrong. They announced the dividend/distribution in how many cents. They never announced dividend how much yield. So how much yield you are getting is based on your purchase price of the reit. eg. The reit announced 7 cents pa. You bought at 0.90, so you are getting 7.77%. Another person bought at 0.85, the person get 8.2%. |
|
|
Feb 25 2012, 02:02 PM
Return to original view | Post
#86
|
|
Staff
25,802 posts Joined: Jan 2003 From: Penang |
QUOTE(TheBestICould @ Feb 25 2012, 12:18 PM) Thanks for the info Cheeroy, appreciate it.. i myself is a novice.. bought amfirst at 1.19 and still queueing for tower reit at 1.29... the price is kinda high though.. usually price will decreased after dividend payout right ? expecting the price to decrease soon as amfirst just declared their dividend payout. Opening price will be ex- or deducted from the previous closing price, but with generally won't decrease too much.As the more decrease the price is, the higher yield attractive will be if distribution in the future remain, (generally does as lease/rent generally on long term basic unless the lease is not renewed by the tenants) |
|
|
|
|
|
Feb 29 2012, 02:49 PM
Return to original view | Post
#87
|
|
Staff
25,802 posts Joined: Jan 2003 From: Penang |
QUOTE(dopp @ Feb 29 2012, 12:17 PM) Just received qcapita divident few days ago, quite low 4.3% 4.3% for half year considered low? Company: QUILL CAPITA TRUST Stock Name: QCAPITA Amount: 0.043 Announcement Date: 18/01/2012 Ex Date: 02/02/2012 received the edividen 3 weks later?? Added on February 29, 2012, 2:53 pm QUOTE(soul2soul @ Feb 29 2012, 08:39 AM) I got some noob questions. 1) Yes, commission can be range from 0.42~0.6% depended on broking firms and remisier1. Assuming I want to purchase REIT at RM1.10 price now, if I go for 10,000 units it should cost me RM11,000 right? how much is broker fee? I am using a remiser to do it for me. The last I check it's about 0.5% ? So I need to pay them RM 11, 050 ? How does the brokerage fee work for REIT? 2. I have registered a bank account for E-dividend. REIT will pay their dividend into the E-dividend account? Will they give me an acknowledge or any letter to tell me that dividend has been credited? 3. In the event the dividend is not being credited, how and where to check/complain? 4. How fast do you get your dividends from the date of announcement till the date it goes into the E-dividend account? 5. Is REIT liquid? Thanks , seriously looking at some counter. 2) Yes, they will send you the dividend voucher, some do send email notification as well. 3) Call the company registrar 4) Dividend is paid based on payment date, not related when is the announcement. For E-dividend, it may take 1 day for the Giro to clear (today they bank in/Giro, bank need 1 working day to show in your acc balance). 5) Yes, so far, anything less than million(s), one generally has no problem to buy and sell. This post has been edited by cherroy: Feb 29 2012, 02:53 PM |
|
|
Mar 2 2012, 08:55 PM
Return to original view | Post
#88
|
|
Staff
25,802 posts Joined: Jan 2003 From: Penang |
QUOTE(sheep436 @ Mar 2 2012, 08:14 PM) No worry. only one tenant going to default. I will buy more if price going lower than 0.90.. no fear. it happens every time..tenant moving out. Can find new tenant. but if got fire then will be bad....all sorts of problems. The company is under auditing process, it doesn't mean the company will be defaulting the lease payment. The company still operating, and is not bankrupt or close shop whatsoever.The company is facing accounting issue. So it is too early to conclude anything of it. |
|
|
Mar 5 2012, 09:31 PM
Return to original view | Post
#89
|
|
Staff
25,802 posts Joined: Jan 2003 From: Penang |
QUOTE(sheep436 @ Mar 5 2012, 08:04 PM) If sunreit goes lower, buy more. They bog putra hotel at dirt cheap price. After renovations, sure untung manyak-manyak... Reit doesn't operate a business, even though the hotel earn billion, reit is just renting the hotel to the company that run the hotel, unrelated.Reit is all about renting or lease only. |
|
|
Mar 8 2012, 10:52 AM
Return to original view | Post
#90
|
|
Staff
25,802 posts Joined: Jan 2003 From: Penang |
QUOTE(bryan5073 @ Mar 7 2012, 07:33 PM) Why do REIT stocks in Malaysia have such low volumes? Liquidity is still low, and size of reit is not large enough, not many investors know.Is it a problem for you guys regarding liquidity? Wanna start invest soon, and REITs seem like the safest stocks to start with. I was told retail REITS (CMMT, SUNREIT, PAVREIT, HEKTAR) are the safest, what say you? Unless one is talking about investing a few millions onwards, one should have any problem of liquidating for the liquidity issue. There is not such thing of safest. All are subjected to different kind of risk due to individual properties sector and portfolio. It is better to study briefly what are the properties they are holding, what is the gearing ratio etc. instead blatantly said safer or safest. |
|
|
Mar 8 2012, 01:45 PM
Return to original view | Post
#91
|
|
Staff
25,802 posts Joined: Jan 2003 From: Penang |
|
|
|
Mar 14 2012, 10:19 AM
Return to original view | Post
#92
|
|
Staff
25,802 posts Joined: Jan 2003 From: Penang |
|
|
|
Mar 14 2012, 10:45 AM
Return to original view | Post
#93
|
|
Staff
25,802 posts Joined: Jan 2003 From: Penang |
QUOTE(ronnie @ Mar 14 2012, 10:32 AM) Will the 3 new units be sold to me at below market rate or at market rate ? It should be slightly below that existing market price. If I don't buy it, these 3 units will be traded at market price, right ? If you don't wish to buy, you can sell it, it will be traded under like Amfirst-OR, something like that. If you don't sell it, it will cease/expire. |
|
|
|
|
|
Mar 14 2012, 05:44 PM
Return to original view | Post
#94
|
|
Staff
25,802 posts Joined: Jan 2003 From: Penang |
|
|
|
Mar 15 2012, 03:38 PM
Return to original view | Post
#95
|
|
Staff
25,802 posts Joined: Jan 2003 From: Penang |
QUOTE(kuekwee @ Mar 15 2012, 03:11 PM) The right issue price is not yet fixed, as far as I knew, but it will be at a discount to the existing market price. QUOTE Basis of determining the issue price of the Rights Units http://announcements.bursamalaysia.com/EDM...First%20Ann.pdfThe issue price of the Rights Units will be fixed at a later date by the Board of Am ARA and announced closer to the implementation of the Proposed Rights Issue, after taking into consideration, amongst others, the then prevailing market conditions and market price of the Unit as well as the resultant theoretical ex-rights price (“TERP”) of the Unit. The issue price is expected to be fixed at a discount of not more than 20% to the TERP of the Units immediately before the price fixing date. For illustrative purposes, assuming based on an illustrative issue price of RM0.85 per Rights Unit, the TERP of the Units is approximately RM1.05 based on the 5-day VWAP up to and including 9 August 2011, being the last trading day prior to the date of this Announcement, of RM1.1726. The illustrative issue price of RM0.85 per Rights Unit therefore represents a discount of approximately 19.05% over the TERP. |
|
|
Mar 16 2012, 10:05 PM
Return to original view | Post
#96
|
|
Staff
25,802 posts Joined: Jan 2003 From: Penang |
QUOTE(bryan5073 @ Mar 16 2012, 10:00 PM) SUNREIT down 3 cents, CMMT down 6 cents. These two are the most steady REITs in the market. Does today drop indicate the increase of investors' risk appetite into riskier stocks now that global sentiment has improved? Not related, the price drop is just last min sales come in that send the price sudden downwards pressure.Monday may go back up one. Added on March 16, 2012, 10:06 pmIf sentiment improved, and worldwide economy improved further, reit price should go up, not down. Economy good, property sector booming, good rental demand, better rental rate as well as appreciation in reit underlying properties value. Those are positive factor for reit price. This post has been edited by cherroy: Mar 16 2012, 10:06 PM |
|
|
Mar 17 2012, 12:05 AM
Return to original view | Post
#97
|
|
Staff
25,802 posts Joined: Jan 2003 From: Penang |
QUOTE(bryan5073 @ Mar 16 2012, 11:29 PM) So, sunreit drop 3 sen coz need to fork out $ to refurbish mall while CMMT drop 6 sen coz will issue rights. Today drop is just a sudden last min move by some investors, do not take 1 day trend or price movement especially a last min move to conclude anything.Jeez, don't anybody goes for long term value investing no more? The drop CMMT of 6 cents is just a last min transaction, all day long it did not transact at this price. Added on March 17, 2012, 12:06 am QUOTE(zie86 @ Mar 16 2012, 11:27 PM) There will be dividend, reit is required to distribute its income at least 90%, only then they can enjoy tax exempted status.This post has been edited by cherroy: Mar 17 2012, 12:06 AM |
|
|
Mar 19 2012, 03:28 PM
Return to original view | Post
#98
|
|
Staff
25,802 posts Joined: Jan 2003 From: Penang |
QUOTE(learn2earn8 @ Mar 19 2012, 11:55 AM) for those who paid 10% downpayment for the ACTUAL real property and getting rental income monthly You are comparing in wrong way. izit really a good deal? it also rides together with inflation and can be sold if wanna cash out Paid 10% downpayment for self-own properties and getting rental income is a form of leverage. Buying reit, you need to pay 100% cash on the purchase, there is no leverage on personal side. Both risk is different to start with, how to compare? It is not yet taking into account, of hassle of management of self-own properties, and liquidity issue both are different to start with. For eg. can one invest in a property just merely 10k, without further commitment/leverage risk in self-own property? No But reit can. This post has been edited by cherroy: Mar 19 2012, 03:30 PM |
|
|
Mar 19 2012, 03:48 PM
Return to original view | Post
#99
|
|
Staff
25,802 posts Joined: Jan 2003 From: Penang |
QUOTE(panasonic88 @ Mar 19 2012, 03:36 PM) Currently there are 15 Reits in KLSE B) Not all reit are the same. Just a funny thought, is there anyone here buy all the 15 Reits? I did a quick calculation, it needs less than RM20k to have all (assuming you buy 1,000 shares each). Which is better? A) Buy all 15 M-Reits at 1,000 shares each, or, B) Choose 3 Reits (could be more, or less) & focus on buying more later. Too diversify can be as bad as no diversify. |
|
|
Mar 20 2012, 10:05 AM
Return to original view | Post
#100
|
|
Staff
25,802 posts Joined: Jan 2003 From: Penang |
QUOTE(yok70 @ Mar 20 2012, 03:31 AM) No sifu, newbie onli. At 0.93 today price with projected DPU 6.9 centsI think hotel business is more attached to economy condition. So if you are optimistic on world economy recovery (i do, but please judge your own), then it should be ok. Besides, if inflation moves up nicely on par with salary (if, really happened), i'm seeing hotel room charges will move up as well. Starreit is trading at around 8.5% yield at current price, and way below NAV. I wish I could enter at 0.88-0.90. 6.9/0.93 = 7.4% Net yield (after witholding tax) = 6.66% But one thing good about Stareit that is it has very low gearing or if not mistaken is the lowest among all the reit. |
|
Topic ClosedOptions
|
| Change to: | 0.0430sec
0.72
7 queries
GZIP Disabled
Time is now: 8th December 2025 - 04:45 PM |