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 REIT V5, Real Estate Investment Trust

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davinz18
post Oct 18 2013, 10:36 PM

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QUOTE(yok70 @ Oct 18 2013, 10:31 PM)
Just wild guess, I also scare of REITs now.  laugh.gif
Ya, I mean, previous high valuation period, net yield was compressed to 4-4.5% for REITs with best assets quality. And now, they are 5-5.5%. I bet if those REITs that able to increase income by 5-8% ahead, got a chance to stay at valuation at 5-5.5% net yield, which gives room for some capital gain.  nod.gif
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If can increased to 6% net yield & also increased income by 10%++ much more better smile.gif
davinz18
post Oct 18 2013, 11:12 PM

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QUOTE(yok70 @ Oct 18 2013, 11:05 PM)
that would be jewel of REIT.  thumbup.gif
hektar has been above 6% net all the time, but investors worry on its assets quality (less popular malls at less popular location).
sunreit may see good earning jump in 1.5-2 yrs time after Putra Mall reopen.
igbreit and pavreit continues organic growth by re-arrangement of its rental space smartly. Garden Mall's visitors are obviously increasing in past 1+ year, rental increment is hopeful. Pavreit has low gearing, it's good for future acquisition on Pavilion extension.
Excellent Axreit management team, but I sold all between 3.30-3.75 since yield compressed below my like. Plan to re-enter at 3.10 but still can't get. It's lack of foreign holdings I guess, so not enough selling pressure.  biggrin.gif
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Good review rclxms.gif

I may give a look at it when got time nod.gif
davinz18
post Oct 18 2013, 11:23 PM

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QUOTE(wil-i-am @ Oct 18 2013, 11:16 PM)
Time dun wait for u
Better act fast if match yo risk profile
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okay bro icon_rolleyes.gif
davinz18
post Oct 21 2013, 06:20 PM

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AXIS REAL ESTATE INVESTMENT TRUST

Third Interim Income Distribution of 4.70 sen per unit (of which 4.65 sen per unit is taxable and 0.05 sen per unit is non-taxable in the hands of unitholders)

EX-date 01/11/2013
Entitlement date 06/11/2013
Payment date 13/12/2013

This post has been edited by davinz18: Oct 21 2013, 06:20 PM
davinz18
post Oct 22 2013, 04:17 PM

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Alliance upgrades Axis REIT

Alliance Research Sdn Bhd has raised its target price (TP) for Axis Real Estate Investment Trust (Axis REIT) to RM3.77 from RM3.75.

The upgrade came after Axis REIT reported third quarter financials which came in within market forecast

In a note today, Alliance analyst Ian Wan said the higher TP comes with an unchanged "buy" call and earnings forecast for Axis REIT.

"Based on the last closing price of RM3.40, Axis REIT is trading at a yield of 6.1% and 6.3% for FY14 and FY15 respectively. We deem this valuation attractive as we believe Axis REIT’s earnings are rather resilient, given that most of its properties are occupied by multinationals and local listed companies with long-term tenancy agreements.

"Apart from that, we like Axis REIT as one of the prime beneficiaries to the booming Iskandar Malaysia, as the REIT plans to increase its exposure in the region once its promoters’ 125-acre industrial park development, i-Park is completed in 2015," Wan said.

Yesterday, Axis REIT said net profit rose 90% to RM36.67 million in the quarter ended September 30, 2013 (3QFY13) from RM19.31 million a year earlier. Revenue was higher at RM35.31 million compared to RM32.8 million.
davinz18
post Oct 22 2013, 10:31 PM

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QUOTE(felixmask @ Oct 22 2013, 10:26 PM)
bond yield fall..translate reits price go up...becoz investor shift taking risk to reits...rather holding bond.
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very2 good like this rclxms.gif
davinz18
post Oct 22 2013, 11:21 PM

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QUOTE(felixmask @ Oct 22 2013, 10:39 PM)
bond yield break 2.40..will be reits bullish time....meanz time to wait ...

My calculation 2 month later will break 2.40 %..only scare New FED chairman comeup different direction.

see my forecast correct or not
disclaimer...juz forecast; on my assumption.
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should be correct.

sorry I don't know much about tis bond yield thing blush.gif doh.gif
davinz18
post Oct 26 2013, 04:23 PM

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So next week, I can expect reits to profit from proposed increased in RPGT
davinz18
post Oct 29 2013, 06:00 PM

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SUNWAY REAL ESTATE INVESTMENT TRUST

First Income Distribution of 2.00 sen per unit (of which 1.65 sen per unit is taxable and 0.35 sen per unit is non-taxable) for the first quarter ended 30 September 2013

EX-date 12/11/2013
Entitlement date 14/11/2013
Payment date 28/11/2013
davinz18
post Oct 29 2013, 06:39 PM

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QUOTE(yok70 @ Oct 29 2013, 06:22 PM)
lower than last year.  cry.gif
biggrin.gif
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maybe next year should be better nod.gif


davinz18
post Nov 1 2013, 05:50 PM

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QUOTE(lowhankim @ Nov 1 2013, 05:28 PM)
My 2 cents thoughts...

Sharing my own analysis:

STAREIT is a good buy call as is giving out average of 6% to 7.24% base on current price.... although they give 2 times dividend a year but good enough... with the price of RM 1.02

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Good rclxms.gif thumbup.gif
davinz18
post Nov 4 2013, 05:18 PM

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AL-HADHARAH BOUSTEAD REIT

Net Asset Value ("NAV") per unit as at 30 September 2013: RM1.8095
davinz18
post Nov 7 2013, 03:29 PM

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AmanahRaya extends lease of premises to Silver Bird Group

AmanahRaya-REIT Managers Sdn Bhd has agreed to extended the lease period for the premises occupied by Silver Bird Group Bhd for another one year at RM608,000 a month.

Silver Bird Group said on Thursday it had received a letter dated Oct 31 from the solicitors for AmanahRaya to extend the lease for a further one year from Aug 16, 2013 upon the same terms and conditions.

“The board felt that the rental sum was not reflective of the current commercial rate and intends to enter into further negotiations with AmanahRaya and also explore its options,” it said.
davinz18
post Nov 8 2013, 02:41 PM

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PNB said to hire banks to merge $4.7 billion of properties

Malaysia’s Permodalan Nasional Bhd. appointed banks including Credit Suisse Group AG and JPMorgan Chase & Co. to merge property assets valued at about 15 billion ringgit ($4.7 billion) before listing them as a possible trust next year, two people with knowledge of the matter said.

The Southeast Asian nation’s biggest state-owned asset manager is also working with Malayan Banking Bhd., said the people, who asked not to be named as the information is private. Assets that will be restructured include properties in the U.K., Australia and Malaysia and real estate under PNB’s development arm I&P Group Sdn Bhd they said.


davinz18
post Nov 8 2013, 06:27 PM

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AL-HADHARAH BOUSTEAD REIT (“BOUSTEAD REIT”)

PROPOSED CONVERSION OF BOUSTEAD REIT TO A PRIVATE PROPERTY TRUST BY WAY OF AMENDMENTS TO THE TRUST DEED, PROPOSED SELECTIVE UNIT REDEMPTION EXERCISE AND PROPOSED SPECIAL DIVIDEND (“PROPOSALS”)

http://www.bursamalaysia.com/market/listed...cements/1456717
davinz18
post Nov 9 2013, 01:55 PM

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QUOTE(ryan18 @ Nov 8 2013, 08:34 PM)
another REIT coming?
let see what does PNB have?only offices.unless those under sp setia is also considered i.e. setia city mall
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Possible REIT coming soon, but not confirm yet. It's won't involved SP Setia or Sime Darby nod.gif


davinz18
post Nov 9 2013, 02:45 PM

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QUOTE(felixmask @ Nov 9 2013, 02:05 PM)
got source link,i  didnt spoted such news...... notworthy.gif  notworthy.gif

Thanks you.
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http://www.theedgemalaysia.com/business-ne...properties.html


davinz18
post Nov 9 2013, 04:16 PM

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QUOTE(wil-i-am @ Nov 9 2013, 04:01 PM)
Still too early
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Juz sharing information only, final decision on what type listing is done by PNB B.O.D & their "advisers" nod.gif


davinz18
post Nov 11 2013, 05:26 PM

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Third Interim Dividend of 2.6 sen gross per HEKTAR REIT unit for the third quarter ended 30 September 2013.

EX-date 25/11/2013
Entitlement date 27/11/2013
Payment date 12/12/2013


Quarterly rpt on consolidated results for the financial period ended 30/9/2013
http://www.bursamalaysia.com/market/listed...cements/1457221

This post has been edited by davinz18: Nov 11 2013, 05:27 PM
davinz18
post Nov 21 2013, 08:55 PM

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STARHILL REAL ESTATE INVESTMENT TRUST

Interim Income Distribution of 1.9175 sen per unit (of which is taxable in the hands of unitholders) in respect of the financial quarter ended 30 September 2013

EX-date 04/12/2013
Entitlement date 06/12/2013
Payment date 27/12/2013

Last Done rm1.020, unchange

This post has been edited by davinz18: Nov 21 2013, 11:09 PM

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