WB use free money from insurance float....

Goooooooooooo CMMT!

Good wat? Why complain...

Go up another 4-5 sen.. time to sell laio..

This post has been edited by gark: Jan 10 2014, 07:02 PM

If cheap then buy lo....

Yeah sreit is much more sensitive to US bond yields and will be the first mover...

If low price good yield then keep lah, but when price high low yield, why keep? Must always see the fundamentals vs share price and decide if will you buy more at current price. If the answer is no, then its time to let go....if yes even if price continue to go down will keep loading like what i did with cmmt.

The main aim of investment is for profits, no matter if the profits come from dividend or capital gain.

This post has been edited by gark: Jan 11 2014, 01:04 PM

LOL CMMT goreng again...

Time to switch to axis reit?

This post has been edited by gark: Jan 13 2014, 01:02 PM

US 10Y yields started to fall after friday disappointing jobs report... MGS 10Y will follow suit... hopefully.

Looks like yee fatt fatt is a real good support.

This post has been edited by gark: Jan 13 2014, 01:47 PM

Wah you want DY 10%... even during world financial crisis 2008, MY REITS also cannot get 10% yield..

SGX ones can lah...durign that panic time...

Not likely..... if raise also at most 0.25%..

Not much inflationary pressure.. since count only basic goods.. not including your teh tarik at mamak shop, toll fees, imported goods etc etc.

Expected inflation CPI is 3.4% for 2014. For 2013 is about 2.8%

This post has been edited by gark: Jan 15 2014, 05:55 PM

Property market telling another story... the price rise is slowing down. This indicates reducing inflation...

So.. you think BNM will raise interest rate mou?

BNM will only raise interest rate in few occasions only-

1. RM forex rate goes out of control
2. Inflation pressure goes out of control
3. Monetary policy goes out of control

So far all 3 still stable...if BNM raise interest rate, the country GDP growth will be affected and that is their NO 1 priority.

This post has been edited by gark: Jan 15 2014, 06:07 PM

Those that sold CMMT at high price last 2 days can look to pick up again on the cheap...

May not last long... bond yields moderating...

MGS10Y today closed at 4.15%

This post has been edited by gark: Jan 15 2014, 08:09 PM

Good move..

Axreit.. at first i also consider as T2.. but the more deeper i look i can consider it T 1.5, so.....



Hektar is Retail T2... and the yield already quite high

This post has been edited by gark: Jan 16 2014, 05:18 PM

That's why... collect falling knife have to be slow slow.. you too fast liao...

I haven't spent a single sen of my bonus yet.. still in savings account.

And no plan to spend it...yet... see got any bargain buys...

Buying stocks is my 'entertainment'...

This post has been edited by gark: Jan 16 2014, 06:06 PM