That's what I thought. YTL Malaysia all hotels. YTL Sg all shopping center

The big sale is here !

If you are a "fundamental" guy, look at the NAV vs current price. Most of them 10-20% discount ! DY mostly >7% nett. Now RM sudden rise --> good opportunity. If you don't buy with these type of numbers, tell me what numbers you expect

http://reitdata.com

But if you are a "follow market sentiment" guy, then continue to wait

This post has been edited by Showtime747: Jan 28 2016, 05:37 PM

Keyed in this morning 0.77. Q too long most probably cannot get

Pay 0.005 extra can get immediately

0.035 div just ex last week. You are paying now 0.775 + 0.035 = 0.810. If you ok, then buy loh

Usually price will drop by the dividend amount after Ex-date. So, theoratically, let's say the share price is $1.00 and the dividend is $0.05, at ex-date, the share price should be worth $0.95. Because the shareholders is entitled to $0.05 + new share price $0.95 = $1.00 (just like before the dividend entitled)

That is perfect scenario. In real life, usually got + and -

For majority of the case, share price will drop after ex-date (roughly by the dividend amount)

But in croesus case, the ex-date was 17/2. cum-div closing price (on 16/2) was $0.77. But on ex-date 17/2, the closing price increase to 0.785 instead So, there must be other factors (like market sentiment) which affected the price, despite the dividend.

Those who bought on 16/2 at $0.77 actually cost only $0.77 - $0.035 (dividend they will get) = $0.735

So, now if you buy at $0.77 from those who bought on 16/2 at same price $0.77, you theoratically loss the dividend of $0.035. Zero sum game --> your loss is other's gain

This is how I look at the stock price cum and ex div. Others may view it differently

If I recall correctly, they are going to delist, so there could be worth nothing

Some will bet on reverse take over of the reit shell. I think that is why there is still a slight premium over the distribution

Just remember there is no free lunch in stock market. If you can think of the opportunity, the big croc would have thought of it a lot sooner

Me same situation. But still have time. Dividend season coming in April. Still have 1 month's time to wait for the window. For non-reits like banks which declare div 2 times a year, still have a few months time. This is how I console myself

Rights issue ? I can't find any announcement one ?

Yaloh....since the market rebound 2 weeks ago, my other stocks all increase. Only this counter stay low. Something is happening in the company ? Very strange

Croesus announced private placement below market price. Price drop today

I still hold leh....and I have quite a number...

Initially wanted to sell also, but when I see the details of the announcement, the TOS default on the lease is backed by bank guarantee of 18 months rent. If that is the case, then Soilbuild will be reimbursed for the next 1.5 years rental because they are claiming from the bank guarantee. Hope they can find replacement tenant in a year...

Then I thought if I sell this reit, where to find another ok ok reit which has >8% yield....so I take a gamble and hold. Let's see for the next 3 months my gamble is or

Banks. Even Maybank is cheap now. PE 11.5 DY 6.5%

I agree with AV. Hold for fresh lead if you want to stay in Reits. Or look elsewhere is you don't want to wait

Just xD a few weeks ago. RM-SGD just breached 3 (if you are converting from RM to buy). Fed potentially raise rates June/July

No hurry to buy

The whole market is reactive to news, despite the fundamental is otherwise. Even if MAS does not raise rates, the share price will react to news.

Some Reits has majority fixed rates loan, but they will not be spared for those kind of news too

So my guess is even if MAS does nothing, the share price will react negatively when FED raise rates

Ya those reits with USD borrowing will be affected.

Also, if Fed raise interest rates, funds will be pulled away from SGX and repatriated back to US. That is another factor

Fed chances of increasing interest rates dampen with bad job data. Today USD down and share price up. My screen everything green today

Things really change fast

Son, if you wait for long term, opportunity fly past you. You miss the opportunity to make money

This post has been edited by Showtime747: Jun 14 2016, 06:39 AM

UOB malaysia is the other way round

SGD 3.0626/2.9726

USD 4.1800/4.0200

I think abnormal period even bank treasury panic and put in more comfort to protect themselves