depend how you long you want to hold and what your expectation.
The negative sentiment becoz the yield hv suppress when the price go higher. Except you hv confident price will drop till your TP.

Target Price.

have to see what stock you want. I juz share my 2sen.


When a mall reits is stable and there is wont any reason the mall reits will drop drastically the reason no point waiting. Your LUCK can queue for 1-3 tick / your TP when someone sell match your buying price. You may put down very LOW TP, you may not get and you miss the boat.


In other hand for Office mall - you may heard of oversupply office in KL, then is possible turrning point investor wont want to chase the office mall. Result you may see the yield higher.


to see the malaysia reits yield : http://mreit.reitdata.com/

For other type of stock non reits, like bank, plantation , telco and etc you may need to study and require fundamental understanding or TA( playing short term stock)

This post has been edited by felixmask: Apr 23 2013, 09:10 PM

most office reits yield more higher than mall reits. Up to investor apatite what to invest.
The only concern/risk office reits is oversupply.

You may need to study the occupancy rate for each reits.

Up to your expectation and holding power.

This post has been edited by felixmask: Apr 23 2013, 09:28 PM

yes, depend fundamental of the stock.

klci drop ppl still go shopping, have to expect more like nuclear strike.

klci >60PTS becoz Foreign Fund like those GLC and KLCI index.

Seldom FF focus at reits and furthmore the yield depress below 5% pa.

http://bursadailytradestatistics.blogspot.com/

I also thought the same.
But my opinion no news didnt meanz bad news.

i belive some investor juz a Harcore REITS.

this is stock can go up and down- hv to see desperate seller or desperate buyer to drive the stock.

For me personally as long less +-5% in reits is conder viable without reason.

movement >-+5% without reason must be Desperate SHARK seller/buyer..

is individual hoding power to hold the stock longer until the Reits hv futher expansion or rental revision. Mostly reits holder for the dividend.

my 2sen -

This post has been edited by felixmask: May 10 2013, 10:58 AM

You are correct as long not far from our current average price is viable tocollect.
I collected IGBreit recently during the fall. The same i will do to other stock or reits.

maybe ppl like retail mall compare office reits, then 100 occupancy and parking full.

MY opinion, the country enjoying growth then we able see the capital appreciation but when the country moving recession we wont see asset appreciation but fire sale to cover debts & FD is the safest bet.

This post has been edited by felixmask: May 19 2013, 11:59 AM

KLCI moving bull meanz getting higher index which meanz investor have confident our malaysia listed company to invest.

In other way KLCI move bear meanz getting lower or recession then investor are selling anything they could to get their capital back. FD will be safest bet to park the money.


my statment juz summarise: the obvious event recorded are Asian Financial Crisis 1997 & Financial Tsunami 2008/2009

http://money.cnn.com/data/fear-and-greed/

This post has been edited by felixmask: May 19 2013, 12:16 PM

meanz ppl chasing to invest what every they have, until the time the return not attractive while their fixed income return better, then the opposite reversal happen to safe park the money for wait and see.

It's need support by long Big giant company didnt face any difficulty and still standing strong you wont see economic crisis. Until one big giant tumble down with huge debt and massive employee layoff you will see the effect of economic downturn.

Juz to relate to your question invest in Reits better than FD.

try to google youtube for "debt is money".

Buying reits for the yield, so depend the market driven to push down yield by the investor chasing high, or higher yield when investor putting aside of this counter.

There is no right time when to buy, the risk is there and also opportunity. market not control by single entity investor but many many investor with deep pocket.

let said example IGB reits declare divident semi-annual, when the time come divident come - those Shark hv collected from begining and push up the price to those ikan bilis for those last chase dividend. after ex Date slowly ikan bilis realize move out for other dividend counter.

As long market interest on any particular counter, the stock hv the volume to push up or down.

For the interest rate high or not - the debt obligation is manage by Reits manager then the debts payment not from investor pocket.
Will your definition High Interest rate will impact sentimental of reits NAV?

And secondly the rate hike not hike drastically in shorterm, so it still control and futher more since 2011 the BLR rate mantain till today.

those NAV > Price , becoz investor dont feel the property value at premium level.
Secondly buying reits we buying the yield not the NAV, becoz NAV only concern when we selling the property.


NAV is book value accounting tell you how much the property worth, not reflect the DPS giving to customer.
When come to the Yield = DPS/Price. The lower price you buy the higher yield you receive.

katesamsung,

You hv PAVreits? Pavreits hv the lowest gearing in m'sia reits.

OOPS.. same is DPU

http://mreit.reitdata.com/

you need to do homework more, later become ikan bakar also dunnow why.