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 REIT V5, Real Estate Investment Trust

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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
wil-i-am
post Oct 18 2013, 11:16 PM

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QUOTE(davinz18 @ Oct 18 2013, 11:12 PM)
Good review  rclxms.gif

I may give a look at it when got time  nod.gif
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Time dun wait for u
Better act fast if match yo risk profile
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
Rich_Lim
post Oct 19 2013, 09:40 AM

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Victim of stareit too, how's arreit? The price went up from below 1.00 to nw 1.03, good to stock up? I'm interested coz div is 4times a year
wil-i-am
post Oct 19 2013, 07:38 PM

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In terms of price/NAV, AHP trades at highest discount
Can invest?
yok70
post Oct 19 2013, 08:36 PM

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QUOTE(Rich_Lim @ Oct 19 2013, 09:40 AM)
Victim of stareit too, how's arreit? The price went up from below 1.00 to nw 1.03, good to stock up? I'm interested coz div is 4times a year
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why say victim of stareit? this one exercise details still all unclear. this is a good example of a stock not covered by any IB, so no expert help us to dig info. And we all minority shareholders lazy to attend AGM to ask question. tongue.gif
if earnings raise, i don't mind stareit share price not move, i just collect more and more dividend loh. thumbup.gif

i've no confident on arreit management. Their performance in past few years is disappointing. I won't buy this reit even if yield is high. please judge your own, just my view. laugh.gif
Rich_Lim
post Oct 19 2013, 10:16 PM

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Arreit seems plateau to me actually but like I said it's the payout that attract my attention... Either collect more amfirst or other than REIT will be my nx move
ryan18
post Oct 19 2013, 10:33 PM

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starreit like ''lifeless'' compared to other retail/office REIT.maybe its nature of hotel REIT
not going up or not going down it seems.the good thing is the still stable dividend
pisces88
post Oct 20 2013, 01:18 AM

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QUOTE(davinz18 @ Oct 18 2013, 03:39 PM)
What's the current status of Stareit share placement exercise? Anyone  icon_question.gif
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i also got some.. duno what will happen..
Rich_Lim
post Oct 20 2013, 08:57 AM

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Share placement? Mind elaborate further? Thanks
wil-i-am
post Oct 20 2013, 10:01 AM

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QUOTE(pisces88 @ Oct 20 2013, 01:18 AM)
i also got some.. duno what will happen..
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Yo current holdings will b diluted
felixmask
post Oct 20 2013, 10:02 AM

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QUOTE(Rich_Lim @ Oct 20 2013, 08:57 AM)
Share placement? Mind elaborate further? Thanks
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Page 8 Starreit Annual report http://www.bursamalaysia.com/market/listed...cements/1389537
On 14 June 2013, the Manager announced a proposed placement of new units in Starhill REIT, at a price to be determined at a later date, to raise gross proceeds of up to RM800 million and a proposed increase in Starhill REIT’s existing approved fund size from 1.324 billion units to a maximum of 2.125 billion units. These proposals are intended to enable Starhill REIT to raise funds to partially repay its borrowings, which would give rise to interest savings and reduce its gearing level to provide the Trust with headroom to use debt financing in the future to undertake yield accretive acquisitions.
Meanwhile, the enlarged capital base is expected to enhance the liquidity and marketability of Starhill REIT’s units.

The Manager also announced the proposed increase in the Trust’s borrowing limit to 60% of total asset value which is intended to provide Starhill REIT with the flexibility to fund large acquisition opportunities through borrowings in the future. This flexibility will be essential in situations where potential acquisitions are made through bidding or tender processes, as raising financing through borrowings may be more expedient as compared to equity fund raising via the issuance of new units.


DEALINGS IN LISTED SECURITIES (CHAPTER 14 OF LISTING REQUIREMENTS): DEALINGS OUTSIDE CLOSED PERIOD
Pursuant to Paragraph 14.09 of the Bursa Malaysia Secutities Berhad Main Market Listing Requirements, Pintar Projek Sdn Bhd, the management company of STARHILL REIT, wishes to announce that Dato' Mark Yeoh Seok Kah, the Executive Director of Pintar Projek Sdn Bhd, has given notice of his dealings in the units of STARHILL REIT outside the closed period. The details of the dealings are as follows:-


http://www.bursamalaysia.com/market/listed...cements/1394265



This post has been edited by felixmask: Oct 20 2013, 10:04 AM
Rich_Lim
post Oct 20 2013, 10:40 AM

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QUOTE(felixmask @ Oct 20 2013, 10:02 AM)
Page 8 Starreit Annual report http://www.bursamalaysia.com/market/listed...cements/1389537
On 14 June 2013, the Manager announced a proposed placement of new units in Starhill REIT, at a price to be determined at a later date, to raise gross proceeds of up to RM800 million and a proposed increase in Starhill REIT’s existing approved fund size from 1.324 billion units to a maximum of 2.125 billion units. These proposals are intended to enable Starhill REIT to raise funds to partially repay its borrowings, which would give rise to interest savings and reduce its gearing level to provide the Trust with headroom to use debt financing in the future to undertake yield accretive acquisitions.
Meanwhile, the enlarged capital base is expected to enhance the liquidity and marketability of Starhill REIT’s units.

The Manager also announced the proposed increase in the Trust’s borrowing limit to 60% of total asset value which is intended to provide Starhill REIT with the flexibility to fund large acquisition opportunities through borrowings in the future. This flexibility will be essential in situations where potential acquisitions are made through bidding or tender processes, as raising financing through borrowings may be more expedient as compared to equity fund raising via the issuance of new units.
DEALINGS IN LISTED SECURITIES (CHAPTER 14 OF LISTING REQUIREMENTS): DEALINGS OUTSIDE CLOSED PERIOD
Pursuant to Paragraph 14.09 of the Bursa Malaysia Secutities Berhad Main Market Listing Requirements, Pintar Projek Sdn Bhd, the management company of STARHILL REIT, wishes to announce that Dato' Mark Yeoh Seok Kah, the Executive Director of Pintar Projek Sdn Bhd, has given notice of his dealings in the units of STARHILL REIT outside the closed period. The details of the dealings are as follows:-
http://www.bursamalaysia.com/market/listed...cements/1394265
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Thanks Felix thumbup.gif
Thought there's another round of this within this year, my units gonna gone doh.gif yea notice this lately from former here too nod.gif
felixmask
post Oct 20 2013, 10:44 AM

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QUOTE(Rich_Lim @ Oct 20 2013, 10:40 AM)
Thanks Felix  thumbup.gif
Thought there's another round of this within this year, my units gonna gone  doh.gif  yea notice this lately from former here too  nod.gif
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you read their report...they hv nice gross profit..but their net profit very huge drop. must find up is long turn or short term...compare last year annual report.
SKY 1809
post Oct 20 2013, 04:17 PM

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QUOTE(felixmask @ Oct 20 2013, 10:44 AM)
you read their report...they hv nice gross profit..but their net profit very huge drop. must find up is long turn or short term...compare last year annual report.
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I think it might be better to park money in those reits having some transparency aka full disclose kinda reports ...One I like is Sunreit ..updating investors on and off on thier " The Malls " they acquired and how long it is going to take before yield sets , so u do not have to make so many " calculative risks"

Francis is kinda Apple maps , at times showing a diff direction than what u think what they intend to do , and also at the dispense of ikan bilis..........at times

Not saying it applies to new comers , hard time for seniors to do the " guesstimate " on their directions as well.

Just another 2sen opinion......

This post has been edited by SKY 1809: Oct 20 2013, 04:19 PM
felixmask
post Oct 20 2013, 04:18 PM

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QUOTE(SKY 1809 @ Oct 20 2013, 04:17 PM)
I think it is better to park in reits having full and transparency kinda reports ...One I like is Sunreit ..upadating investors on The Malls they acquired and how long it is going to take before yield sets , so u do not have to make so many " calculative risks"

Francis is kinda Apple maps , at times showing a diff direction than what u think what they intend to do , and also at the dispense of ikan bilis..........at times

Not saying it applies to new comers , hard time for  seniors to do the " guesstimate " on their directions  as well.

Just another 2sen opinion......
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that why i buy my wife sunreits....their report nice..to read.
SKY 1809
post Oct 20 2013, 04:23 PM

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QUOTE(felixmask @ Oct 20 2013, 04:18 PM)
that why i buy my wife sunreits....their report nice..to read.
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Ya, Think like a boss of the company , if u do not like the management , sell and dump their shares , and not just any ordinary ikan bilis.......subject to bullies....

Good luck always...
Rich_Lim
post Oct 20 2013, 09:44 PM

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Yea considering selling them and target others.. Although the yield it high but..

wil-i-am
post Oct 21 2013, 06:18 PM

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AmanahRaya Real Estate Investment Trust (“ARREIT”)
- Proposed Acquisition by CIMB Islamic Trustee Berhad, the Trustee of ARREIT of Precico Factory for a cash consideration of RM39,186,786.00(“Proposed Acquisition”)

http://www.bursamalaysia.com/market/listed...cements/1438821
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

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