QUOTE(gark @ Dec 13 2013, 02:13 PM)
Only FOC rental... 
Well, 6% return is great, but just enough to cover GST at 6% , let say inflation is at 2% low .....after fuel and electricity bills jump up.REIT V5, Real Estate Investment Trust
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 Dec 13 2013, 02:17 PM
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All Stars
23,851 posts Joined: Dec 2006  
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Dec 26 2013, 03:55 PM
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#62
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All Stars
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I think it is WORTH to spare 10K for this esp when u are young :-
If your initial capital is RM10,000.00 and your target is RM1,000,000.00, all you need to do is to find 7 undervalued businesses that provide at least 100% potential profits as follows: 0: RM 10,000 1: RM 20,000 2: RM 40,000 3: RM 80,000 4: RM 160,000 5: RM 320,000 6: RM 640,000 7: RM1,280,000 Let say u manage to find one opportunity a year.......not that difficult .......... This post has been edited by SKY 1809: Dec 26 2013, 03:57 PM |
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Dec 26 2013, 04:30 PM
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#63
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All Stars
23,851 posts Joined: Dec 2006
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QUOTE(yok70 @ Dec 26 2013, 04:18 PM) but you didn't put in the wrong targets that burnt, ie. easily capital loss of 30-50% sometimes, for normal person like us. Let me put this straight. just asking for 10K out of maybe 100K and above that u may have .....and no more if can play perfection for a straight 7 years like that, this person won't be making as little as 1.2m in 7 years. He should be making 1.2b instead. just some thoughts.  Frankly speaking, a few of my stocks such as Takaful ,Tambun or Fibon managed to achieve more than 100% or about that in less than a year......... The rest 90% u can buy reits or good Dividend yield stocks lah.....as usual lor After all, . no big deal to pay banker interest of 8k a year for the next 30 years , right ? This post has been edited by SKY 1809: Dec 26 2013, 04:32 PM |
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Dec 26 2013, 05:05 PM
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#64
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All Stars
23,851 posts Joined: Dec 2006
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QUOTE(yok70 @ Dec 26 2013, 05:01 PM) that sounds like a good plan for the first few stages. Investing is not asking u to put money into Genting Casino lah, u must work and research lor......... i was wondering when it reaches stage 4, do i still dare to put all the 160k earned by past 3 100% strike (i must have felt very damn lucky me after that continue great strikes!) onto another potential 100% gain undervalued stock? that would take more guts to do. And then, there is another stage 5-7, needs even more guts! Also unlikely for 160K to go into zero leh , if u work ....remember yr Cap is only 10K ........ If u want to be safe, withdraw yr Cap of 10K first after hitting 160K...... Simply putting yr money into reits can go longkang too.........if u do not plan well  This post has been edited by SKY 1809: Dec 26 2013, 05:10 PM |
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Dec 26 2013, 05:22 PM
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#65
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All Stars
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QUOTE(foofoosasa @ Dec 26 2013, 05:18 PM) For me la, usually these kind of stocks usually need to be closely monitored. I am sure many people couldn't do it due to work commitment. Takaful n Tambun neeeeeeeeeeeeeeded to be monitored Ya lah but not 24/7 type lor...............but u may fall a sleep after monitoring them........not the instant up type... This post has been edited by SKY 1809: Dec 26 2013, 05:24 PM |
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Dec 26 2013, 05:32 PM
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QUOTE(foofoosasa @ Dec 26 2013, 05:28 PM) Do you practise " buy more when it drops " for these kind of stocks ? You must be very brave and have very strong mind especially investing in these "half" speculative counter. Why needed to be so scare when u see company profit is growing well as each Q goes by When I buy these kind stock, normally don't dare to add more if drops Always scare got insider trading or something you don't know already known by some player.  BTW, I say just to put a bit of your money maybe 1% in them, not asking u to sailang........ If I put millions into reits, I also scare , right This post has been edited by SKY 1809: Dec 26 2013, 08:54 PM |
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Dec 26 2013, 08:55 PM
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All Stars
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QUOTE(foofoosasa @ Dec 26 2013, 05:37 PM) your portfolio must be big if you can afford to place 10k as 1 %. I always find such real life stories inspiring, maybe not applicable to u :- Undergrad from low-income family tells of how she was INSPIRED TO SUCCEED . " Ms Chua holds the position of fundamental analysis research director at the NUS Students' Investment Society." Her peers in the student-run club have helped shape her investment strategy in equities - which is to focus on growth stocks in Asia and the United States http://www.malaysia-chronicle.com/index.ph...ucceed&Itemid=3 This post has been edited by SKY 1809: Dec 26 2013, 08:58 PM |
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Dec 27 2013, 01:11 PM
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All Stars
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QUOTE(yok70 @ Dec 27 2013, 05:13 AM) true, your method is a great plan I think.  » Click to show Spoiler - click again to hide... « Do I specifically say to put the 10K into China or Ace stocks , and nothing else ......... Or do I say u cannot invest into Perisai, Cypark or Prebhd , in order to achieve what u wanted ........with 10K allocated.... But don"t u think Perisai is also over promoted by CIMB or some IB...........so u mean once it can reach 100% then not subject to " Media can easily bought up by company to write fake news" . About Cypark...another story http://www.themalaysianinsider.com/malaysi...o-unproven-tech Frankly the rule of 80/20 applies to many things including Investing.........for the fact that many do not succeed , only maybe 20%do if lucky....... Well, u could pick Axreit too when it was traded at rm one, before moving towards rm 4.18 , a few hundred % Gain ......Why only jump in at rm 3 or 4 ? It is just a mere concept, but would not stop u from buying Apple and all that.......after all 10K cannot do much with Apple share , BTW. This post has been edited by SKY 1809: Dec 27 2013, 02:09 PM |
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Dec 27 2013, 04:03 PM
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#69
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QUOTE(nightzstar @ Dec 27 2013, 03:54 PM) your strategy is more toward capital gain rather than divvy gain Did WB say u can only be successful if u go for Dividends ...... and nothing else Going for Dividends is not always a Capital protection Plan.......sometimes only... |
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Dec 28 2013, 12:34 PM
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QUOTE(holybo @ Dec 28 2013, 11:27 AM) This is on assumption inflation rate is 0% Ya exactly.......... Do not forget about GST @ 6% and further likely fuel hikes........... Sometimes, by putting all at one go in Year 2014/15 , the chain reactions could be even worse............ Let say Generally the average saving rate is 30% of a person incomes, 70% of the Incomes ( i.e expenses ) would suffer GST % plus inflation........meaning the balance of 30% saving would have to work extra harder...........at least inflation proof... With 6% return.......living in a comfort zone ...... This post has been edited by SKY 1809: Dec 28 2013, 01:47 PM |
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Jan 2 2014, 05:18 PM
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#71
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QUOTE(river.sand @ Jan 2 2014, 05:08 PM) Today not a single counter in my portfolio is green... Yr stocks infected with Turun Virus AXREIT is down despite BUY calls from the analysts This post has been edited by SKY 1809: Jan 2 2014, 05:29 PM |
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Jan 3 2014, 01:42 PM
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#72
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QUOTE(gark @ Jan 3 2014, 01:31 PM) You got see Sunway hotels and office occupancy or not.. every year going down de leh... Sure Boh, I thought Hotels are leased out to the operators then running on their own  last Q the hotel occupancy is about 60% and office at 80%....  Later the putra place and putra hotel comes up.. lagi low %.... Compared to IGB occupancy >99%...  This post has been edited by SKY 1809: Jan 3 2014, 01:42 PM |
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Jan 3 2014, 01:48 PM
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#73
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All Stars
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QUOTE(gark @ Jan 3 2014, 01:44 PM) Sunreit count occupancy per room per night to pay REIT... Kinda Creative or rather RPT involved .........  Smart bugger.. it is NOT Pure reit, subject to manipulation........  Some reits are slowly mutated to Hotel operators.......... This post has been edited by SKY 1809: Jan 3 2014, 01:53 PM |
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Jan 3 2014, 02:02 PM
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All Stars
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QUOTE(gark @ Jan 3 2014, 01:57 PM) Well it is stated very clearly in the prospectus. The YTL reit also have the same thing for thier Australia hotels... In a way ,small investors need to bear the risks of hotel operations......I mean the dumping of low yield/ aka 'low occupancy " assets from the major shareholders to reits ......is quite obvious..For full presentation of Sunreit 1QFY14 can read more here... basically manager is pessimistic of hotel contribution for 2014... even though it is Visit Malaysia year. http://ir.chartnexus.com/sunwayreit/docs/p...tion%20Deck.pdf I would stay away from such reit cum hotel type This post has been edited by SKY 1809: Jan 3 2014, 02:04 PM |
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Jan 3 2014, 02:27 PM
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All Stars
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QUOTE(Bonescythe @ Jan 3 2014, 02:24 PM) Since this year is visit malaysia year, shud be seeing more occupancy rate then. Good for those counting by occupancy rates But this year is also full of Religion issues.........do not know whether visitors get nervous or not. |
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Jan 3 2014, 02:32 PM
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#76
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All Stars
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QUOTE(gark @ Jan 3 2014, 02:28 PM) Kiosk store also have long long waiting list.. even 1 month event promo kiosk also already booked far ahead liao... Local demands are coming down pretty fast........retail sales are quite bad even during the holiday seasons.....Malaysia does not have a monthly Retail Confident Index like the US , too bad......... |
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Jan 3 2014, 02:39 PM
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#77
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All Stars
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QUOTE(gark @ Jan 3 2014, 02:34 PM) Even during the last global recession 2008... you got see Midvalley shops empty or not? In Year 2008, local consumption is the strong pillar of Malaysia Economy ........but hard to say now This post has been edited by SKY 1809: Jan 3 2014, 02:40 PM |
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Jan 19 2014, 04:01 PM
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#78
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All Stars
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QUOTE(gark @ Jan 19 2014, 12:39 PM) Actually you misunderstood the statement. It means that to never time the market, and keep fully invested in your portfolio allocation be it cash, stock or bond. By timing the market you tend to make emotional decisions. It applies to all stocks in the market, not just reits. KInda true.......Waiting for something to drop or become cheaper and when it does not do so and instead goes up, you have oppurtunity loss. Although you are still earning fd rates, you could have earned much more. And never forget you need to earn more than 5% yearly just to match inflation and keep your purchasing power, anything less than that you will have inflation loss. Although it is great to see that your fd rates is earning 3%, but in reality you are losing at least 2% purchasing power. And some might argue real inflation is above 5%.....  Do u know EPF just upgrades the minimum amount of money to stay in the EPF account to rm 200,000....that is the minimum amount for a person to survive after retirement.......always going up ........ Maybe that does not factor in GST yet ........... This post has been edited by SKY 1809: Jan 19 2014, 04:04 PM |
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Jan 24 2014, 01:43 PM
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#79
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All Stars
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QUOTE(lambethwalk @ Jan 24 2014, 01:06 PM) There was a nice article in the edge - "reit attraction for long term investors" jan 20 publication. Well Smart Money do and think may not be always the same as the Dumb Money do ......."Reits are starting to look cheap but we still do not like reits at the moment given the trend of rising interest rates. Malaysia's interest rates may not have begun to move but reit yields have been rising in tandem with government bond yields. At 6% yields, it is not quite attractive yet - Eastpring Investment Bhd CIO Yvonne Tan. Tan points out that once yields begin to hit 7% - 7.5% level, reits will begin to look attractive again and funds will begin accumulating. Using that as a floor, the downside on the investment can be estimated. On the other hand, a rebound in yields to 5% for retail reits and 6% for office and commercial reits will easily generate double digit capital gains. This is on the assumption that earnings and therefore dividends remain unchanged this year. To put that in perspective, retail reits were booking healthy rental growth upwards of 5% last year. This year however will be much more challenging for reit earnings. At the same time, reits will have to grapple with higher costs. Office space has already been oversupply for a while, hence the higher yields for office reits" Other key messages: - rental growth coming under pressure, rising costs and electricity and assessments as big ticket items - poor performance of reits in the past few months due to selldown by foreign funds as the US and Europe recover and offer better returns, and local funds and institutions also trimming positions. So depends on which shoes u are wearing ........ |
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Jan 24 2014, 02:09 PM
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#80
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All Stars
23,851 posts Joined: Dec 2006
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QUOTE(lambethwalk @ Jan 24 2014, 02:07 PM) you have any reits now? Not now , maybe later when my money is not so productive ..... I still hoping for some 100% return type . ok 50% also can consider ..... This post has been edited by SKY 1809: Jan 24 2014, 02:12 PM |
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