bears play until bulls tired then only reverse, and bulls play until bears tired then only reverse.
as REIT has the beauty of distribution policy on income, just pick the right one and let it sleep in the fridge will do.
still love REITs!

lower than last year.

KLCC also dividend coming...8.28 sen.
income season again.

cmmt called off deal for Tropicana acquisition.

lots of acquisitions potential from its REIT segment, growth sure intact one for future.

yok adik, not gor.
no buying more, unless drop below 6.00

guess so, not sure though. just wait for IB to dig the facts for us.

Attached File(s)
 sunreit_cimb_291013.pdf ( 490.73k ) Number of downloads: 36

but it's expected. income will only increase after sunway putra mall reopen after 1.5 to 2 years time as there is no new acquisitions now.
it's already good news if the decrease on income stays minimum.

according to average of DPU FY14 forecast by various IBs, igbreit 7.1 sen and sunreit 8 sen. That goes to gross yield of 5.87% vs 5.93%. Deduct 10% to get net yield.

haha....ya, it's quite old already. a cheaper version, Mexican made, not USA made. btw, this photo was grabbed from internet, not mine. but mine looks the same at this section.

This post has been edited by yok70: Oct 30 2013, 03:38 PM

not sunburst. you like sunburst? i think it looks more country with sunburst.

wow....IBs were giving much higher forecast....

OT already...sorry.
guitar.

oh boy! mine is cherry red strat leh! same taste!
and me also same same, only play the simple stuff then given up because no patient to learn the difficult stuff. so also sit there for years gathering dust!

me too, basic chords only since my major interest to learn last time was to write songs and not to play music.
the part i couldn't "breakout" was it's so hard to play clean sound (particularly on solo) as my fingers keep "sticking" on the strings that creating annoying noise.
i asked musicians and they said this: simple, all you need is practice practice practice. only that you can "feel the technique" to play clean sound. they suggest at least 4 hours a day for a continuing 3 months non-stop, in order to see the "breakout".

i like it actually, to see continue dumping of REITs, while continue lowering of bond's yield.

if sentiment changes, 1 day can up 10% one. nobody knows when the sentiment will change though.
remember the start of M-REIT dropping was after 2-3 months of dropping in S-REIT.
i am starting to see slight upgrading on TPs for S-REIT in recent IB's reports.

Fed's meeting started yesterday i think, and it will end and conclude by tonight. Most people thing QE stays.

i got sunreit, cmmt, hektar, igbreit, pavreit, klcc (half-reit), stareit.
i plan to add back axreit but still waiting for a lower entry.

yes, most IBs now say mall oversupply.
so need to closely monitor the market surrounding their assets. so far i think they are fine, still at great locations with good crowd.
as for Hektar, the lower valuation has priced in the worry of less prime location assets. in fact, i even think it's kind of defensive for being a neighborhood mall as long as those residence still living there.

my target of axreit is 3.00-3.20....hopefully.