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 REIT V4, Real Estate Investment Trust

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davinz18
post Dec 3 2012, 04:28 PM

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QUOTE(yok70 @ Dec 3 2012, 11:32 AM)
Five months after formalising its acquisition of three Marriott hotels in Australia, and with the Dec 8 official re-opening of Majestic Hotel well under way, the YTL group is now focusing on its new hotel assets in Bath, the United Kingdom.  YTL Corp Bhd ED Datuk Mark Yeoh Seok Kah said although its investment in the Bath real estate was small, there was much competencies to be had from it.
Yeoh, who is also the executive director of YTL Hotels & Properties Sdn Bhd, said the hotel arm took over the Bath project about eight months ago, reportedly for £18,000 (RM87,588). YTL Hotels acquired the  entire stake in Bath Hotel and Spa, which makes it a wholly-owned subsidiary of YTL Hotels and an indirect subsidiary of the group. Yeoh said the Royal Bank of Scotland (RBS) is providing two-thirds, or £20m, of the £30m investment to support the group's acquisition, and redevelopment, of the 99-room hotel project located in the heart of the historic spa city square. (Starbiz)
Good good, more potential injection for Stareit.  icon_rolleyes.gif
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If not mistaken, the project is called Gainsborough Hotel & Spa. The hotel will have direct access to the city famous natural hot spring which is done by Wessex Water.

I'm not so sure about the possibility of injecting this hotel into Stareit.
Maybe YTL want to keep the hotel. Only Tan Sri Francis Yeoh knows smile.gif


http://www.bighospitality.co.uk/Venues/YTL...tel-Spa-in-Bath

http://www.thisisdevon.co.uk/star-luxury-h...tail/story.html

http://www.epr.co.uk/projects/architects-p...hotel-spa-bath/

This post has been edited by davinz18: Dec 3 2012, 04:43 PM
davinz18
post Dec 4 2012, 04:12 PM

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QUOTE(bertdeen30 @ Dec 4 2012, 10:45 AM)
which is good to buy , there is so many reit , i have extra rm60k , please let me know what is the good to buy , and which is giving more dividend , please share to me brother thanks.
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http://mreit.reitdata.com/

invest on your own risk smile.gif
davinz18
post Dec 6 2012, 03:25 PM

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QUOTE(nightzstar @ Dec 6 2012, 02:50 PM)
Similar to trading in stocks, you will be required to have a Central Depository System (CDS) account and a trading account maintained with a broker. You may buy or sell ETFs through your broker, remisier or via online trading during trading hours.

where to open CDS account in Kuching Sarawak? any recommended broker? my place here don't have axis reit office branches, i actually want open cds with axis reit. sad.gif
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http://www.bursamalaysia.com/market/securi...g-organisations

No recommendation. The choice is yours. biggrin.gif
davinz18
post Dec 25 2012, 04:08 PM

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Reit Manager give donations also must tell Bursa Malaysia??

http://www.bursamalaysia.com/market/listed...cements/1086337

http://www.bursamalaysia.com/market/listed...cements/1156209
davinz18
post Dec 28 2012, 02:33 PM

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QUOTE(jutamind @ Dec 28 2012, 12:51 PM)
anyone invested in STAREIT? price movement seems to be snail pace over the years, but yield is still pretty respectable.

most of my REIT portfolio is on retail REIT, trying to diversify my REIT portfolio
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Reits price below NAV is good buy excluding office reit (Now surplus on office space in KL).

website below could do some helping on reits

http://mreit.reitdata.com/
davinz18
post Jan 4 2013, 05:51 PM

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when buying reits, need to analyze deeply.

generally Reits price below NAV & dividend yield of above 5.5% is good. Other factor including upcoming assets acquisition & tenant / lease renewal.

for some reits, the price is above NAV, but you must consider also the dividend yield. if the yield below 5% not worth it (even sukuk 1malaysia give 5% & amanah saham above 6%).

just my opinion

happy investing smile.gif
davinz18
post Jan 17 2013, 11:54 PM

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bit worried with stareit performance. Thought the Australia hotels acquisition could give better return & profit but now see the results cry.gif cry.gif kecewa
davinz18
post Jan 18 2013, 02:29 PM

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QUOTE(Smurfs @ Jan 18 2013, 10:06 AM)
From what i saw in the report , decrease in profit before tax was mainly due to higher borrowing cost on for the acquisition of the australian properties.For more info , check the quarterly report Page 14 , B1 Review of performance.

Net property income and Cash flow from operating activities still healthy.
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thanks for the info. looking at the report, total fair value of the australian properties are 47% of total assets of stareit. if include the japan niseko hotel, total foreign assets are at 55%. Looks like got some foreign exchange risk.

anyway hope the full year will be good.

short term pain long term gain smile.gif
davinz18
post Jan 19 2013, 03:38 PM

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PavReit FV 1.65, BUY

https://www.amesecurities.com.my/gc/downloa...it%20130114.pdf
davinz18
post Jan 22 2013, 04:06 PM

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Axis REIT targets Singapore firms, MNCs

Axis REIT Holdings is targeting foreign companies that want to relocate their operations out of Singapore and China to Malaysia, as an opportunity to add properties to its existing portfolio.

“With renewed interest in the industrial hubs in Johor and Penang by MNCs and Singaporean companies…we see it as a great opportunity to add to our existing portfolio once these properties are built (by the companies),” said Axis REIT CEO Datuk Stewart Labrooy

http://sg.finance.yahoo.com/news/axis-reit...cGFnZQ--;_ylv=3
davinz18
post Jan 22 2013, 04:11 PM

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Axis REIT; Buy; RM3.13
Price target: RM3.35; AXRB MK
Strong close to the year
4Q12 in line with expectations; 18.6sen FY12F DPU declared – an 8% y-o-y growth. Large potential acquisition pipeline and ongoing enhancement works underpin positive outlook. Maintain BUY with DCFbased RM3.35 TP.

HwangDBS Research
davinz18
post Jan 23 2013, 04:33 PM

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CapitaMalls Malaysia Trust
BUY, TP: MYR2.01

http://research.maybank-ib.com/pdf/documen..._MIB_1_3007.pdf
davinz18
post Feb 4 2013, 04:39 PM

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Billboards, telecom towers, restaurant chains or cinemas Reits coming soon in Malaysia hmm.gif

According to the SC’s guidelines for the issuance of REITs, the “real estate” for a REIT listing is defined as “land and all things that are a natural part of the land as well as things attached to the land both below and above the ground”.

http://www.theedgemalaysia.com/highlights/...s-for-reit.html

This post has been edited by davinz18: Feb 4 2013, 04:39 PM
davinz18
post Feb 4 2013, 06:28 PM

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QUOTE(ryan18 @ Feb 4 2013, 05:02 PM)
now this is very interesting could we expect TGv,GSC cinema reit?or kfc,mcd,starbucks reit hmm
but the thing is most of them rent from shopping malls their business premises
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The company which need the money would do it to unlock value & raised some money.
Who knows maybe our government assets would be listed as Reit to reduce debt level.

This post has been edited by davinz18: Feb 4 2013, 06:29 PM
davinz18
post Feb 21 2013, 06:10 PM

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AMANAHRAYA REAL ESTATE INVESTMENT TRUST

Fourth and Final Income Distribution of 2.0494 sen per ARREIT unit (taxable of 2.0364 sen per unit and tax-exempt of 0.0130 sen per unit) for the financial year ended 31 December 2012.

EX-date 06/03/2013

Entitlement date 08/03/2013

Entitlement time 04:00:00 PM

Payment date 03/04/2013
davinz18
post Mar 1 2013, 02:52 PM

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QUOTE(wankongyew @ Mar 1 2013, 02:41 PM)
Man, AXREIT going up like crazy due to excellent results. I guess I should be glad since it's the single largest counter I have but it's still kind of ridiculous how AXREIT is still the best performing REIT even after so many investors have pushed it up so high.
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good for you thumbup.gif

just keep for long term to collect the dividend. If you really2 need the money (no other option) then only sell smile.gif


davinz18
post Mar 1 2013, 02:54 PM

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QUOTE(river.sand @ Mar 1 2013, 02:44 PM)
Should I sell mine  hmm.gif  bought last year when it was 2.6x
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just keep it to collect dividend. Sell if you really2 need the money (if no other option)
davinz18
post Mar 1 2013, 03:07 PM

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QUOTE(cherroy @ Mar 1 2013, 02:59 PM)
reit annual report doesn't need to digest very much one.
Earning is pretty predictable across.
Just look at whether the property is fully lease out of not, lease renewal etc only.
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agree nod.gif
davinz18
post Mar 1 2013, 04:01 PM

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Axreit looks very good, thinking of buying but the price makes me turn off smile.gif
davinz18
post Mar 13 2013, 04:28 PM

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QUOTE(ichiglance @ Mar 13 2013, 04:17 PM)
Stareit 5109 surged to 1.15
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thumbup.gif thumbup.gif

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