QUOTE(Pink Spider @ Mar 21 2014, 11:19 AM)
maybe because.. lots ppl lost money with IGB (incl me!). Below IPO wor....IGB REIT, worth to buy?
IGB REIT, worth to buy?
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Mar 21 2014, 11:44 AM
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Senior Member
4,174 posts Joined: Dec 2008 |
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Mar 21 2014, 11:47 AM
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12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... |
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Mar 21 2014, 11:54 AM
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16,872 posts Joined: Jun 2011 |
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Mar 21 2014, 12:02 PM
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12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... |
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Mar 21 2014, 12:02 PM
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16,872 posts Joined: Jun 2011 |
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Mar 21 2014, 12:07 PM
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851 posts Joined: Jan 2003 From: Anywhere |
QUOTE(elea88 @ Mar 21 2014, 11:44 AM) invest ma...as long as Midvalley still standing there.....is ok d.....got div as long as > our FD and inflation......if drop, ma buy more lo...till They open southkey megamall.......i pass by that 1..looks good location though for me.... better than i invested in pcsf last time totally earn nothing even in -ve territory..... if tmr u wake up, u no c midvalley there, even jialat...... |
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Mar 21 2014, 12:17 PM
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73 posts Joined: Aug 2012 |
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Mar 21 2014, 12:33 PM
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16,872 posts Joined: Jun 2011 |
QUOTE(maxsteel2001us @ Mar 21 2014, 12:07 PM) invest ma...as long as Midvalley still standing there.....is ok d.....got div as long as > our FD and inflation...... choi choi choi if drop, ma buy more lo...till They open southkey megamall.......i pass by that 1..looks good location though for me.... better than i invested in pcsf last time totally earn nothing even in -ve territory..... if tmr u wake up, u no c midvalley there, even jialat...... |
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Mar 21 2014, 01:20 PM
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12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... |
QUOTE(maxsteel2001us @ Mar 21 2014, 12:07 PM) invest ma...as long as Midvalley still standing there.....is ok d.....got div as long as > our FD and inflation...... you invest also need to see capital loss one mah.. otherwise you give midvalley many many years FOC rental loh due to capital loss.. if drop, ma buy more lo...till They open southkey megamall.......i pass by that 1..looks good location though for me.... better than i invested in pcsf last time totally earn nothing even in -ve territory..... if tmr u wake up, u no c midvalley there, even jialat...... cannot simply buy one, REITs are NOT RISK FREE .... southkey is going to be another 5 years or so...they have to wait till the mall >99% rented out with good cash flow only can inject into reit one. |
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Mar 21 2014, 01:22 PM
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6,356 posts Joined: Aug 2008 |
QUOTE(gracelim2202 @ Mar 21 2014, 11:30 AM) Hi have been following on and off in this thread. Sorry...i share example of AYAM and AH KUAMind to share, how "heavy" is the US10Y influence on local REIT, particularly IGBREIT? We made few character USA AYAM =US10Y M'sia AYAm = MSG10Y Ah KUA = MReits Uncle Ben= FED In 2008/209 US facing Financial Crisis, to made the US economic good they need the US AYAM cheap so they create QE3 drug. When cheap and high voulme Qe3 drug in the WORLD, therefore investor will hv more money to HAPPY PARTYING buying stock at Develop conuntries stock examply of AH KUA become overprice in 2010-2012 When USA AYAM yield become lower mean AYAM is Old aunty and no standardy anymore. No investor also looking for better service for the same amount. Investor flock to AH KUA paying the same price, for old aunty AYAM yeild meh. When USA economic good 2012/2013, Uncle BEN want USA AYAM want to raise Yield to slow down the Losse credit aka QE3 drug. Econmic Good already;still want give cheap AYAM meh..Uncle BEN decide to increase USA AYAM Yield . Only that..investor dont over or slow HAPPY PARTYING to the market or call Ah KUA. All the money back to USA AYAM. When US AYAM raised Yield..our M'ISA AYAM also want to raised the Yield aka BNM MSG 10Yield. Becoz those USA AYAM increase mean pretty and better service sure those extra money earn or borrow will flow back to USA AYAM which more stable and pretty. USA AYAM is higher giving more servies the same amount for Ah KUA still need to call AH KUA meh ... Hampsap sure want AYAM which HOT and SExY one AH KUA cant give such service as AYAM, then AH KUA need to give cheaper price. M'sia also kiasu increase M'SIA AYAM too loh. When M'SIA AYAm yield also increase, do you still want to find AH KUA meh ? When AYAM giving more and AH KUA giving still the same yield..still want the money keep buying at AH KUA..sure go find M'SIA AYAM. Now you know when AYAM is high..sure ppl will find them, and AH KUA will go down now..as not giving attrative dividend for keeping Ah KUA compare Keeping AYAM This post has been edited by felixmask: Mar 21 2014, 01:32 PM |
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Mar 21 2014, 01:40 PM
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851 posts Joined: Jan 2003 From: Anywhere |
QUOTE(gark @ Mar 21 2014, 01:20 PM) you invest also need to see capital loss one mah.. otherwise you give midvalley many many years FOC rental loh due to capital loss.. well..already basah liao...buy liao...so to me ..ma keep lo.....at least got dividend..... drop = chances ( valid for good fundamental stocks )...so is igbreit a good and strong company? --> for me, generate a lot of cash from carparks.... cannot simply buy one, REITs are NOT RISK FREE .... southkey is going to be another 5 years or so...they have to wait till the mall >99% rented out with good cash flow only can inject into reit one. for southkey, i just wait n c, since kepala dah basah ma (in cantonese)..... warren buffet said "I don't look to jump over 7-foot bars: I look around for 1-foot bars that I can step over." i oso got carlsberg that i bought at 4.28. that time ppl questioned the carlsberg sg acquisition and no confident....investment need time....long term, mid term, short term........ those not yet buy, ok la.....those buy a lot d 1...can opt to leverage down.....diff ppl diff strategy..... |
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Mar 21 2014, 01:45 PM
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6,356 posts Joined: Aug 2008 |
QUOTE(maxsteel2001us @ Mar 21 2014, 01:40 PM) well..already basah liao...buy liao...so to me ..ma keep lo.....at least got dividend..... drop = chances ( valid for good fundamental stocks )...so is igbreit a good and strong company? --> for me, generate a lot of cash from carparks.... i stock idiot for southkey, i just wait n c, since kepala dah basah ma (in cantonese)..... warren buffet said "I don't look to jump over 7-foot bars: I look around for 1-foot bars that I can step over." i oso got carlsberg that i bought at 4.28. that time ppl questioned the carlsberg sg acquisition and no confident....investment need time....long term, mid term, short term........ those not yet buy, ok la.....those buy a lot d 1...can opt to leverage down.....diff ppl diff strategy..... As long good and confident the company can give a good result |
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Mar 21 2014, 01:58 PM
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851 posts Joined: Jan 2003 From: Anywhere |
QUOTE(felixmask @ Mar 21 2014, 01:45 PM) i oso stock idiot 1...i dono how to read charts 1....all i know is 1. buy good companies that has good management and yield for dividend / growth and biz nature. 2. learn from past mistakes ( pcsf fund ---> go for leverage, then sell it since no good, and make RM100 profit only..kept for 2-3 yrs coz of the leverage.... ) i oso learn from the sifus here...many sifus here 1.... |
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Mar 21 2014, 02:07 PM
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6,356 posts Joined: Aug 2008 |
QUOTE(maxsteel2001us @ Mar 21 2014, 01:58 PM) i oso stock idiot 1...i dono how to read charts 1....all i know is im too in PCSF1. buy good companies that has good management and yield for dividend / growth and biz nature. 2. learn from past mistakes ( pcsf fund ---> go for leverage, then sell it since no good, and make RM100 profit only..kept for 2-3 yrs coz of the leverage.... ) i oso learn from the sifus here...many sifus here 1.... |
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Mar 21 2014, 02:25 PM
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851 posts Joined: Jan 2003 From: Anywhere |
QUOTE(felixmask @ Mar 21 2014, 02:07 PM) another 1 victim... well, u sold? or still keeping? or take risk to leverage down? for me, bought during launch, free 1%. from a high 0.26+ drop till 0.13+...i bought some to leverage down monthly until breakeven is 0.18. Then, it reach a peak 0.19+. i switched to psbf.......now price 0.1678.... |
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Mar 21 2014, 02:31 PM
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16,872 posts Joined: Jun 2011 |
Public China fund? Infamous fund
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Mar 21 2014, 03:16 PM
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3,459 posts Joined: Jan 2009 |
QUOTE(maxsteel2001us @ Mar 21 2014, 12:07 PM) invest ma...as long as Midvalley still standing there.....is ok d.....got div as long as > our FD and inflation...... If such a big place as midvlley disappear, it could only mean war has started and the emermy has dropped a bomb/s on the place. Then it's really jialat for everyone....everyday eat sweet potato only.if drop, ma buy more lo...till They open southkey megamall.......i pass by that 1..looks good location though for me.... better than i invested in pcsf last time totally earn nothing even in -ve territory..... if tmr u wake up, u no c midvalley there, even jialat...... |
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Mar 21 2014, 03:30 PM
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851 posts Joined: Jan 2003 From: Anywhere |
QUOTE(topearn @ Mar 21 2014, 03:16 PM) If such a big place as midvlley disappear, it could only mean war has started and the emermy has dropped a bomb/s on the place. Then it's really jialat for everyone....everyday eat sweet potato only. yup...my colleague told me, the car park collect a lot of $ every day....if dono how to invest, buy good fundamental company with good track management and the biz is good, unless really bad luck like Transmile case, so dun put all eggs in 1 basket can d.. that's what my friend's dad told me b4....he retired at the age of 40 last time and now sit there collect dividend only.......... |
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Mar 21 2014, 03:34 PM
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12,534 posts Joined: Mar 2009 From: Penang, KL, China, Indonesia.... |
QUOTE(maxsteel2001us @ Mar 21 2014, 03:30 PM) If you bother to read the financial reports, car park and 'others' only contribute ~10% of total earnings. Majority comes from renting the shop lots. Sigh.. all talk about fundamentals but no body reads the reports anymore these days... This post has been edited by gark: Mar 21 2014, 03:35 PM |
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Mar 21 2014, 03:38 PM
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16,872 posts Joined: Jun 2011 |
QUOTE(gark @ Mar 21 2014, 03:34 PM) If you bother to read the financial reports, car park and 'others' only contribute ~10% of total earnings. Majority comes from renting the shop lots. IF they charge like Suria KLCC...watch one movie and have dinner, parking RM10++...huat liao Sigh.. all talk about fundamentals but no body reads the reports anymore these days... This post has been edited by Pink Spider: Mar 21 2014, 03:39 PM |
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