REIT V4, Real Estate Investment Trust
REIT V4, Real Estate Investment Trust
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Sep 6 2012, 08:22 PM
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#1
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2,677 posts Joined: Dec 2010 |
Checking in on RED day for REITS.
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Sep 15 2012, 11:53 AM
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#2
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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 % Nowdays, people seems to goreng reits as well. and i notice this REIT bring in many new investor...many of them still have no idea how REIT works. |
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Oct 9 2012, 09:50 PM
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#3
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2,677 posts Joined: Dec 2010 |
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 QUOTE(panasonic88 @ Oct 9 2012, 08:25 PM) Dilemma now.. Stareit or IGBreit This post has been edited by CP88: Oct 9 2012, 09:51 PM |
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Oct 10 2012, 11:27 AM
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#4
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2,677 posts Joined: Dec 2010 |
QUOTE(panasonic88 @ Oct 10 2012, 09:13 AM) Lemme adding more dilemmas for you Panajie, your so bad. add more dilemma. 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 But I already got Sunreit since IPO. Added on October 10, 2012, 11:29 am QUOTE(panasonic88 @ Oct 10 2012, 11:10 AM) Bought my first batch of SUNReit. Congrats on joining the Sunreit boat 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! & thanks for the research. This post has been edited by CP88: Oct 10 2012, 11:29 AM |
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Oct 10 2012, 11:41 AM
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#5
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2,677 posts Joined: Dec 2010 |
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Oct 17 2012, 01:11 AM
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#6
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2,677 posts Joined: Dec 2010 |
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Nov 6 2012, 10:30 AM
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#7
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May 7 2013, 08:41 PM
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#8
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2,677 posts Joined: Dec 2010 |
All the reits are doing well except for IGB? Whats cooking inside?
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Jul 23 2013, 08:01 PM
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#9
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2,677 posts Joined: Dec 2010 |
QUOTE(panasonic88 @ Jul 23 2013, 05:32 PM) 幕后凶手来了 Capital Income Builder is disposing aggressively 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 - This post has been edited by CP88: Jul 23 2013, 08:03 PM |
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Jul 25 2013, 04:59 PM
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#10
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QUOTE(panasonic88 @ Jul 25 2013, 04:56 PM) Don't want now la. I got a bunch at higher price. QUOTE(panasonic88 @ Jul 25 2013, 04:48 PM) I read the tax will be removed by 2016? Or could be earlier? Nowadays you switching to Reits?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 This post has been edited by CP88: Jul 25 2013, 05:48 PM |
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Jul 25 2013, 05:50 PM
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#11
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QUOTE(panasonic88 @ Jul 25 2013, 05:26 PM) Well, atleast some sweets to brighten the day of Axreit shareholders Unfortunately, I tarak Axreit 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%) But will consider if down another 10%. So r you in Axreit boat d? This post has been edited by CP88: Jul 25 2013, 05:52 PM |
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Aug 1 2013, 12:21 AM
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#12
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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) Simple explanation 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.. |
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Aug 12 2013, 09:36 PM
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#13
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QUOTE(prophetjul @ Aug 12 2013, 09:06 AM) PAV is nice......what about IGB? I am still stuck at 1.3x range. So wats the options now? Average down? 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. Thanks. |
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