Could this "Pavillion 2 Mall" have negative effect on Mid Valley & others "big" malls in KL? 

The income from the 3 newly acquired hotels in Australia depends on guest arrivals.
However, the local hotels has fixed rental rate, so steady income stream for many more years(10? 15 years? forgot) until if they re-valuate the contract.

is stareit still worthy of investment esp with the latest news that they are going to gap up on their debts....

any impact on starreit if there are some diseases/viruses that affect hotel occupancy rates?

Tomorrow can queue for BSDREIT .... buy more to earn quick profit

On another note, why not much mention or interest in Hektar here, good yield, seems stable with established properties, am i missing something?

I bought Hektar in the middle of last year at 1.46, and I agree with you. It's just that their malls are not as popular as the other mall REITs, that's why you don't see many people talk about them.

Most people don't even know where Hektar's malls are

http://www.thestar.com.my/Business/Busines...-this-year.aspx

must be good for Reits

Hoping to get Stareit at/below RM1.00, no harm trying

how if heavy private placement is approved? 

Well, atleast some sweets to brighten the day of Axreit shareholders

AXREIT  2nd Int Income Distribution 4.60 Sen (4.45 Sen Taxable & 0.15 Sen Non-Taxable)
AXREIT  1H net profit 45.247 million (increased 11.95%)

as in what could be the reason caused price dip?

Strange that CIMB seems not interested to downgrade REITs. So far, CIMB maintains all TP on its coverage REITS. And why? I don't understand. In their paper, they didn't even care to mention bond yield at all. What were they thinking? Or later downgrade all REITs at one shot is it. 

Highlight: Ringgit slumps to three-year low
http://www.theedgemalaysia.com/highlights/...e-year-low.html

if the next 10y MGS rises above 4%.. this will add more pressure to MReits imo..

additional reading on MREIT vs MGS
REITs under pressure as MGS yields rise
http://www.theedgemalaysia.com/in-the-edge...ields-rise.html

Yes, bond is fixed term at fixed interest rate.
But bond price can be fluctuating.

For eg.
A RM1.00 bond can be traded at Rm0.90 or Rm1.10 depends on situation.

Gearing ratio =Total Debt/Total Assets.

Attachment can help out to understand more.

PAV is nice......what about IGB?    Still stuck in the 1.30 range......

As for Fed Tapering..........don't bet on that............nothing has improve in the U.S economy.

If they taper, watch out for more Detriots!

AND the D word.

hi yok70,

Im frm Sg Petani. Not i want to put cold water, i know what the condition of both mall sungai petani and kulim.
You wont like it when you hear it, by the way, there is other mall better that Hektar bought from sg petani and kulim.
It's noting wrong with the mall, aslong can get tenant, but the quality among other mall andpotentail upcoming mall it wont be the central of demand for hiking rental future. Soon later be like Sg Wang condition, top floor no one want to rent or open business, then atttractness will be lower.

By the way KLCCss drop 10sen...what your TP, mahu makan ???

All listed company including reit has 2 month time to announce their result.

So if Q result ended 30 June, has until 31 Aug to announce.

Why?
Because even QE being tapered, it doesn't mean interest rate going up.

Until interest rate is going up and in significant way, then yes, dump all reit. 

Then should i sell or hold. ? My avg price at 1.56. Pls advise