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 REIT V4, Real Estate Investment Trust

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CP88
post Sep 6 2012, 08:22 PM

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Checking in on RED day for REITS. yawn.gif
CP88
post Sep 15 2012, 11:53 AM

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QUOTE(Smurfs @ Sep 15 2012, 09:08 AM)
expected DPU for 2013 is 6.71 sen according to the prospectus..if price go beyond 1.40 then its yield only about 4.x %  sweat.gif

and i notice this REIT bring in many new investor...many of them still have no idea how REIT works.
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Nowdays, people seems to goreng reits as well. sweat.gif
CP88
post Oct 9 2012, 09:50 PM

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QUOTE(Smurfs @ Oct 9 2012, 11:13 AM)
STAREIT :

1) is a pure-play hospitality REIT,almost all property under long term lease already.Hence it's income is predictable
2) no major upside due to fixed lease rate.Only 5% increment of lease rate for every 5 years (if i'm not mistaken)
3) low gearing

So if u doesnt mind collecting around 6.9 cents pa for the next 5-10 years( if there is no further injection aka buying new properties ) and without hoping much on capital appreciation , then it is a good choice.

Dividend yield around 6-7 % and with current price it is still trading below NAV.

My point of view  icon_rolleyes.gif
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QUOTE(panasonic88 @ Oct 9 2012, 08:25 PM)
Tarak wo. Mainly accumulating IGB Reits only.
IGB Reits yield has nothing to shout about lo.
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Dilemma now.. Stareit or IGBreit hmm.gif Or should wait again & again cos of GE? rclxub.gif

This post has been edited by CP88: Oct 9 2012, 09:51 PM
CP88
post Oct 10 2012, 11:27 AM

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QUOTE(panasonic88 @ Oct 10 2012, 09:13 AM)
Lemme adding more dilemmas for you laugh.gif

Sunreit is on my list, too.Yesterday announced injection of Sunway Medical Center into the Reits profile. Haiyo why I no buy when it was 1.4x  cry.gif
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Panajie, your so bad. add more dilemma. cry.gif

But I already got Sunreit since IPO. tongue.gif . So dunno to top up or not hmm.gif


Added on October 10, 2012, 11:29 am
QUOTE(panasonic88 @ Oct 10 2012, 11:10 AM)
Bought my first batch of SUNReit.  thumbup.gif 

Attached is the Sunreit research paper back in 2010, written by Maybank. That time its properties profile has 8 assets only, today's Star headline give me a knock on the head, SunReit has 12 assets under its Reits arm now. I'm impressed.

More assets = Rentals = My Dividends!
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Congrats on joining the Sunreit boat thumbup.gif
& thanks for the research. notworthy.gif

This post has been edited by CP88: Oct 10 2012, 11:29 AM
CP88
post Oct 10 2012, 11:41 AM

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QUOTE(panasonic88 @ Oct 10 2012, 11:37 AM)
Wow since IPO, it was listed in June 2010, at 98c or so, right!

You are so brilliant!  thumbup.gif
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I think that's the only IPO I obtained. sweat.gif

Aiyaaa.. Your holland mui mui lagi keng la. From sweet 18 --> 45. tongue.gif



This post has been edited by CP88: Oct 10 2012, 11:44 AM
CP88
post Oct 17 2012, 01:11 AM

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QUOTE(yok70 @ Oct 16 2012, 07:51 PM)
Accumulated quite enough already in past few weeks at 1.03-1.04.  thumbup.gif
How about 1.25 by year end? My wet dream.  tongue.gif
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Me on the other hand not on the boat yet. Don't sail without me ya. blush.gif

CP88
post Nov 6 2012, 10:30 AM

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QUOTE(yok70 @ Nov 6 2012, 01:54 AM)
ya loh, why not drop straight to 1.65 so that my rabbit got something to eat. they over hungry now.  tongue.gif
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You already got your rabbit once at that price. Once bitten, twice shy tongue.gif
CP88
post May 7 2013, 08:41 PM

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All the reits are doing well except for IGB? Whats cooking inside? hmm.gif
CP88
post Jul 23 2013, 08:01 PM

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QUOTE(panasonic88 @ Jul 23 2013, 05:32 PM)
幕后凶手来了

Today's annoucement
5:30PM  SUNREIT   Employees Provident Fund Board (748,000 Shares Disposed) 
5:30PM  SUNREIT   Capital Income Builder (10,327,600 Shares Disposed) 

===

Transactions:
No. Date Transaction Type No of Shares Price (RM)
1. 17/07/2013 Disposed 5,681,300 -
2. 18/07/2013 Disposed 3,000,000 -
3. 19/07/2013 Disposed 1,646,300 -
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Capital Income Builder is disposing aggressively rclxub.gif

This post has been edited by CP88: Jul 23 2013, 08:03 PM
CP88
post Jul 25 2013, 04:59 PM

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QUOTE(panasonic88 @ Jul 25 2013, 04:56 PM)
Opportunity for you to buy more & get more dividends mah tongue.gif
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Don't want now la. I got a bunch at higher price. cry.gif

QUOTE(panasonic88 @ Jul 25 2013, 04:48 PM)
I read the tax will be removed by 2016? Or could be earlier?

By the way, did some quick scanning

Here are yield based on today's price (already minus 10% reit tax)

Axreit : 4.6%
CMMT : 4.7%
Pavreit : 4.7%
IGBReit : 4.9%
Sunreit : 5.4%
Alaqar : 5.4%
Atrium : 5.8%
UOAReit : 6.0%
Qcap : 6.1%
Hektar : 6.1%
Twrreit : 6.4%
Arreit : 6.7%
Stareit : 7.0%

Like AVFAN mentioned, the most corrected/oversold Reits are Axreit & Sunreit (~17-18% corrected since its 52-weeks high)

Hoping to get Stareit at/below RM1.00, no harm trying tongue.gif
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Nowadays you switching to Reits?

This post has been edited by CP88: Jul 25 2013, 05:48 PM
CP88
post Jul 25 2013, 05:50 PM

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QUOTE(panasonic88 @ Jul 25 2013, 05:26 PM)
Well, atleast some sweets to brighten the day of Axreit shareholders tongue.gif

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%)
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Unfortunately, I tarak Axreit yawn.gif

But will consider if down another 10%. drool.gif

So r you in Axreit boat d? brows.gif

This post has been edited by CP88: Jul 25 2013, 05:52 PM
CP88
post Aug 1 2013, 12:21 AM

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QUOTE(mopster @ Aug 1 2013, 12:14 AM)
haha.. the key point in the article is MGS yield rising... (which is also related to weak ringgit)
higher MGS yield will have 2 impacts on reits..
1)yields -> MGS is deemed 'safer' than reits.. if MGS 4% and reit 4.5% for example, some investors may cash out reit and go for bond.. same goes for FD.. but FD is affected by floating rate.. another story
2)borrowing costs -> when a reit issues bonds, they will have to set the yield high enough to attract investors and the yield is generally higher than FD/MGS.. this will incur higher financing costs to the REIT, thus may reduce the distribution income..

not an expert though, just sharing what i know... correct me if i'm wrong..  laugh.gif  notworthy.gif  notworthy.gif
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Simple explanation thumbup.gif
CP88
post Aug 12 2013, 09:36 PM

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QUOTE(prophetjul @ Aug 12 2013, 09:06 AM)
PAV is nice......what about IGB?  biggrin.gif  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.
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I am still stuck at 1.3x range. So wats the options now? Average down?

Thanks. notworthy.gif

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