Ya,  kinda agree, but don't be complacency.

China slowdown and if dip into recession, we don't know the real effect, as China has never in recession since its economy start booming decades back.
So leverage issue, over-capacity issue is not tested in real effect before.

Re-adjustment can be painful and long process as well.
Asean countries experienced before

QUOTE(katesamsung @ Sep 24 2012, 03:28 PM)
Bro, i think u r one of the bro who tease me when i voiced out the buy call for KASSETS.....TODAY KASSETS touch RM9.50....but no hard feeling

For KASSETS holders..i think u should keep as the following reason
If u bought today 1000 of KASSETS at RM9.45( Assumption)
Your COST will be RM9450

IF on 19/10/2012...the iGB reit can maintain at RM 1.40(Assumption) , u can sell 5.24 at RM 1.40 = RM7336

SO RM9450 -RM 7336 = 2114..Total amount on your investment to KASSETS

so INVEST rm2114 AND GET BACK rm 2430 IN 6 MONTHS TIME...EQUIVALENT TO 14.9% RETURNED....

INVEST OR NOT ..U DECIDE URSELF....I JUS SHARE WHAT I STUDY AND KNOW.....BUT ALL THIS IS BASED ON ASSUMPTION...BUT I SUSPECT IT WILL BE BETTER OFF.....

So do you think Kasset now at 2.63 still worth buying? If no, why are people still buying? Thanks 

By the way, this is a public forum with freedom of talking, don't have to point fingers to anyone, just ignore if you dislike. And no need to repost at different thread la

today...
if sold yesterday cannot get IGBR ler....
today is exdate...

since my cost 7.40.... today ex-liao still 2.60.. which is higher than cap repayment amount of 2431.. so i sell lo...

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Added on
i dun mind if they pay more as surprise gift.. my goal is to get cheap IGBR only... since it's achieved now.. i'm happy

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Added on October 3, 2012, 9:56 ambut i really dont understand why it jumps on exdate...
ppl really have too much $$ no where to put....

haha ty..
yah got a bit of windfall...

7.4 - 2.6 = 4.8
4.8/5.24=0.916 per unit of IGBR
quite a good deal...