QUOTE(thxxht @ Mar 15 2013, 05:27 PM)
My personal opinion: Yes, Overprice. Div yield also below 5% Retail reits are "hot" today. Everyone chasing it. Price also very2 crazy
can also refer to http://mreit.reitdata.com/
Decision to invest are yours
REIT V4, Real Estate Investment Trust
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Mar 15 2013, 06:00 PM
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#41
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QUOTE(thxxht @ Mar 15 2013, 05:27 PM) My personal opinion: Yes, Overprice. Div yield also below 5% Retail reits are "hot" today. Everyone chasing it. Price also very2 crazy can also refer to http://mreit.reitdata.com/ Decision to invest are yours |
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Mar 18 2013, 05:05 PM
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#42
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today reits not so good. mostly red
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Mar 18 2013, 06:16 PM
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#43
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Mar 19 2013, 03:19 PM
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#44
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QUOTE(river.sand @ Mar 19 2013, 12:10 PM) this reit very2 "hot". Going higher by the day |
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Mar 19 2013, 03:20 PM
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#45
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Mar 23 2013, 03:55 PM
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#46
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May 24 2013, 12:18 AM
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#47
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Regarding to Stareit financial performance.
So the main cause of profit drop because of borrowing cost for the Australian properties Management says full year performance will be better, expecting more revenue etc. I'm so confuse now |
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May 24 2013, 12:54 AM
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#48
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May 24 2013, 12:55 AM
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#49
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May 24 2013, 01:12 AM
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#50
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QUOTE(500Kmission @ May 24 2013, 01:03 AM) Ya, if the management fee remain as this quarter in future, the EPS will drop below current DPS (i.e. 1.11 x 4 = around 4.44 compare to 7.60) That's I'm worried of. If DPS gets lower, then the dividend yield also lower thus making it unattractive Why the management fee so high, operating in Australia is expensive izzit? |
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May 24 2013, 01:19 AM
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#51
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QUOTE(dD_se7en @ May 24 2013, 01:02 AM) does freshmen just graduate from uni and new to the investment can invest on REIT? as a passive income, is there any minimal of money needed to invest in REIT, and i heard my friend said most of the REIT already out of stock, means cant buy anymore, like STAREIT, is this true? Newbie here, will appreciate if got answer for this, thanks REITs Sold out? where got such thing You can visit the bursa website to know about stock market (including reits & others) http://www.bursamalaysia.com/market/securi...vest-in-stocks/ http://www.bursamalaysia.com/market/securi...t-trusts-reits/ http://www.bursamalaysia.com/market/securi...on/faqs-on-cds/ |
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May 28 2013, 06:20 PM
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#52
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IGB Reit
Review of performance For the current quarter and period-to-date, IGB REIT’s revenue and net property income, mainly from the gross rental income of Mid Valley Megamall and The Gardens Mall, were RM101.4 million and RM69.1 million respectively, resulting in profit before taxation of RM49.3 million. Year-to-date’s distributable income for the 3 months ended 31 March 2013 was RM57.8million or 1.69 sen per unit, mainly from realised income of RM49.3 million and non-cash adjustments arising from Manager’s management fee payable in units of RM7.0 million. http://announcements.bursamalaysia.com/EDM...eport-Mar13.pdf |
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Jun 6 2013, 04:44 PM
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#53
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Jun 6 2013, 04:46 PM
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#54
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QUOTE(cherroy @ Jun 6 2013, 11:26 AM) Yes, I would agree reit valuation is rich at the moment, yield about 4~5%, with premium over the NAV. You gotta point there. Agree with you But the problem is after selling the reit, money put at where to "work"? Other stock price valuation is not cheap either across. FD? only 3% Bonds? Quality bond also around 3-4%. That's the "problem" of selling reit. I would agree reit is a bit risky at current pricing, particularly for office space, but there is little alternative investment out there that for investors. |
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Jun 12 2013, 02:43 PM
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#55
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Investing in Reits is mostly for the dividend. If got some capital gain, then it's bonus for the investor. The main concern now for most malaysian Reits is the dropping of dividend yield. Some of the "famous" Reits are now below 5% Dividend yield & still going lower. Some of the Reits are overprice & still some are chasing it like there's no tomorrow
Just my personal Opinion |
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Jun 14 2013, 02:15 PM
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#56
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What going on in Starhill Reit??? So what will happen on the dividend yield? So high gearing level. The big question, why there's no Research by IB on this Reit.
So anyone could help me |
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Jun 14 2013, 02:39 PM
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#57
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Starhill REIT
Total borrowing RM 1,581,800,000 (before) RM 793,800,000 (after) Gearing Ratio 50.63% (before) 25.41% (after) http://announcements.bursamalaysia.com/EDM...%28Final%29.pdf After reading, I could conclude that Stareit could be looking to buy more asset using loans (thus increasing borrowing limit to 60%). Placement of New units is to partly pay the Marriott Hotels Acquisition loans. Expected NAV is at RM1.10 |
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Jun 14 2013, 03:47 PM
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#58
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So how?
what to do - Starhill Reit - |
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Jun 14 2013, 04:09 PM
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#59
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QUOTE(yok70 @ Jun 14 2013, 04:03 PM) not buying more. okay.but will keep current holding and see how later. they may push price up for private placement sentiment. or, may set the placement price very low that cause massive selling. Maybe we need wait & see how. Hope the management could give some kind of briefing to the media, IB & Retail Public Hope for the Best |
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Jun 14 2013, 04:16 PM
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#60
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QUOTE(Smurfs @ Jun 14 2013, 04:09 PM) This 1 made me worried. From what I know, the 60% borrowing limit is for future assets acquisition via loans (Hope the future acquisition could bring more2 income Since it is a proposal , so it is subject to approval of unitholder during general meeting. If majority unitholder say no , then tak jadi lor? Yup, IF majority reject means NO to Proposal (YTL & related parties hold almost 70% of stareit, how to reject |
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