Maybank IB acts as stabilizer and bought Airasia X stocks. Then what? They will hold those stocks? Or they will sell back to the market later? 

any thoughts on REITs?

?

This is IGBReit chart since listing.



Is the chart going up? No.
Is the chart showing a stock whose price is continuing to fall? Yes
Is there any IMMEDIATE indication where the stock will stock falling? No
Comparing to historical chart, why is IGBReit interesting?

What is the indicative yield at current price?

As a stabilizing manager, the fund to purchase comes from the IPO proceeds itself, so it is basically AAX buying back itself. No loss to the stabilizing manager as they are merely agents, AAX foots the bill, later all these shares goes back to treasury.

Thanks felix.

Is DPU of 6.38 sen an estimated figure?

You must take note that IGBREIT is now paying out 100% of earnings, this in the future is not sustainable...later will revert back to 90+%

got girlfriend/wife/children different story liao.... 'forced' to go shopping...

Wah you so 'keng' got mistress and concubine also bring shopping ah....  Nanti kena' chop'.

Today palm oil plunge a lot kah?

No wor.. only drop RM 9 from 2183 to 2174...

Probally someone panic now psychologically below 2200.

Time to pick some juicy plantations... especially those CPO cost below RM 1500 ones...  still got good margin, shake out all the weak players:hehe:

Probally this news kua...

They don't discriminate only they don't use it... whats the difference? These from the same people which raised the nutella tax. 

CPO need this plunge, too many people planting expecting green gold. Good to shake out the weaker players, and the the price bottom up and set it up nicely for a bull run later. Hope the price drop below RM 1,500 / ton.. a lot of people gonna give away their palm fruit for free. 

Sure go down ler.. all CPO go down, in short term all profit will get hit. But I see a longer picture on the maturing palm oil, which will translate to higher earning, but a couple years down the road. 

Not for the faint hearted... 

Probably.. it did so previously. Max down i think will be RM 1,600-1,800/ton, lower than that a lot of plantation will not want to harvest, and let the fruit rot on tree. When this happens like in 2008/2009 the bounce back is extremely fast.

Plantation companies are not all efficient, when the price is high all tom d*** and harry also can make money. Looking at yield/ha and OER, low cost producers total costs are about RM 1,200-1,500 /ton CPO. Medium Cost producers are RM 1,500-1,800/ton CPO. Higher cost producers are about RM 1,800-2,200/ton.

Trick is look for :-

1. Low average tree age of 5-8 years
2. Significant plantable reserves
3. Lowest EV per ha plantation
4. High yield per Ha (min 18 t/ha)
5. High OER (Min 20%)

fengsui chart said, we all go to hell 2 days later. 

Fitch downgrades Malaysia outlook to “negative” from “stable ”

meaning tomorrow will be HELL to the traders

Malaysia bonds hit 3.98 % today . 

10B RM bond matures tomorrow, with heavy FF outflow expected.

RM is getting hit. hard.

4% bond yield... as previously predicted. REIT have to yield 5.5% to compensate now...

buy bond fund instead?

currently most of the bond fund got hit from the yield expansion. You might read research from fundsupermart?