Wait for ONE YEAR at Rm1.33?

9 month onli.....Else i tell next month- didnt come thru.....SPOILED the EGG



This post has been edited by felixmask: Dec 28 2012, 02:06 PM

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/

sad to say reits im waiting are all above NAV

sunreit big jump today, any ideas why?

Finally..... Those who accumulated @1.4x can untung sikit....

This post has been edited by ronnie: Dec 28 2012, 03:46 PM

9 months later..........no show......how?

No Idea....Maybe bring my wife go shopping there more.

i think wait till feb 2013 , we might can see some movement XD , i guess

Good Idea...Next year Xmas gift from Santa Clause.

got, quite heavy even. It's so cheap. yield 8-11% for FY13-14.

IMHO, certain reits r overpriced, IGB reits is one of them, so does sunreit

evident:

1) they are trading way above NAV (30-50%)

2) yield is only 5% or lower


Or are there any other methods of evaluation that proves otherwise? please share. Me noob here. TQ

Sunreits need to move another 5 cts to break 52 weeks high 1.63.

Income Distribution 0.0203 06/11/2012
Income Distribution 0.0189 22/08/2012
Income Distribution 0.0187 09/05/2012
Income Distribution 0.0199 22/02/2012

AmanahRaya Trustees Berhad - Skim Amanah Saham Bumiputera is Acquiring from 24 -26 Dec 2012

Better vbring your wife's sib;ings, nephews, neices, inlaws, etc to help out....

Now, the situation is this. People are willing to buy a high quality fixed income instrument that only pays 4.5-5% yield p.a. As long as the yield is there, they are willing to ignore the NAV. Maybe because they think current properties price in the asset they own still has potential to growth in near future.

So what's your thought about a reasonable valuation on REITs? Please share your thoughts.

I think that NAV is not so important but should focus more on dividend yield. Why care about NAV if the REIT is not selling the property? Even if the REIT is selling its property, the transaction price may not be the NAV too. Should look at growth for dividend but not NAV. If a REIT announce property revaluation of 100% of its property (i.e. NAV almost doubled) while dividend remains the same, so what benefits in $$ that you can get from there?
The only NAV related potential benefits that i can think of is that if the REIT property value turns higher, then its gearing will become lower (equity increase but liabilities no increase) and then the REIT will have more spaces to finance new acquisition.

This post has been edited by H86: Dec 29 2012, 07:36 AM

high DY normally their price growth slowly, but low DY normally with price appreciation...

Just my 2 cents

Too high price because of speculative

You seem to be anti-REIT.... Why so skeptical ??