REIT V5, Real Estate Investment Trust
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 Nov 29 2013, 04:43 PM
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#81
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All Stars
12,698 posts Joined: Jun 2010 From: kuala lumpur  
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QUOTE(gark @ Nov 29 2013, 02:26 PM) CMMT only own the first few floors on Sg wang + basement.. those on the upper floors is owned by individuals..  CMMT occupancy rate at 30th Septemebr 2013 is 98% for Sg. Wang.good to know this! as first few floors are the most crowded.  |
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Nov 29 2013, 05:34 PM
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#82
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All Stars
12,698 posts Joined: Jun 2010 From: kuala lumpur
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QUOTE(wil-i-am @ Nov 29 2013, 05:04 PM) Bot KLCC @ 5.89 today good price! i bought too rush at too high price in past few months. |
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Nov 29 2013, 05:36 PM
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#83
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All Stars
12,698 posts Joined: Jun 2010 From: kuala lumpur
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QUOTE(Pink Spider @ Nov 29 2013, 05:25 PM) Upper floors have a funny mix of tenants...foot massage...gaming arcades...snooker centres... The IT floor with food court and restaurants is quite well design though. There are quite some good food there, just not many people realize it. They need more promotion for that.  |
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Nov 29 2013, 06:15 PM
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#84
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All Stars
12,698 posts Joined: Jun 2010 From: kuala lumpur
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QUOTE(river.sand @ Nov 29 2013, 05:49 PM) I guess mostly people who work in that area eat in the Sg Wang food court. Shoppers will dine at better place. I guess it's bit too troublesome for people to go all the way up so high for food. Most malls foodcourt at lower ground works great. |
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Nov 29 2013, 06:18 PM
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#85
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All Stars
12,698 posts Joined: Jun 2010 From: kuala lumpur
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looks like our prediction few months back saying reit's net yield may raise to 6% by price dropping another 10%. It's now happening.
What next?  Warren Buffett's quote: ‘Stop trying to predict the direction of the stock market, the economy, interest rates, or elections.’  |
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Nov 30 2013, 07:22 PM
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#86
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All Stars
12,698 posts Joined: Jun 2010 From: kuala lumpur
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QUOTE(wil-i-am @ Nov 30 2013, 05:47 PM) Hope the price will stabilize buy and forget. klcc won't fall one, unless terrorist planes bang it. |
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Dec 1 2013, 11:39 PM
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#87
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All Stars
12,698 posts Joined: Jun 2010 From: kuala lumpur
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QUOTE(wil-i-am @ Dec 1 2013, 08:41 AM) Plan to hold for 1-2 years 1-2 year better don't buy reits. Wat is yo plan? reits (stock price) should be either low growth or negative growth for the next 1-2 years ahead i guess. i hold some reits as steady income instrument with lower risk (only need to monitor them 3-6 months once, no need to spend much effort following their news flow). so a 5-10 years holding period is normal for my reit's holding. Just sharing my thoughts. |
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Dec 2 2013, 01:58 PM
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#88
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All Stars
12,698 posts Joined: Jun 2010 From: kuala lumpur
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QUOTE(Pink Spider @ Dec 2 2013, 01:40 PM) Ok, thanks for the heads up i makan some panamy past few days for dividend play.  Dai Boh Ji have went up...DY not attractive already. This guy is a credible alternative. |
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Dec 2 2013, 03:52 PM
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#89
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All Stars
12,698 posts Joined: Jun 2010 From: kuala lumpur
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QUOTE(Pink Spider @ Dec 2 2013, 02:02 PM) DY not attractive bat and carslberg divi how much? why you buy?  I disregard the bumper special divvy |
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Dec 2 2013, 04:43 PM
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#90
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All Stars
12,698 posts Joined: Jun 2010 From: kuala lumpur
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QUOTE(Pink Spider @ Dec 2 2013, 04:12 PM) Carlsberg when I buy DY in excess of 4% i see. panamy is similar, expecting around 4.5%. BAT I don't have, I have JTI...in excess of 5%  |
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Dec 2 2013, 04:44 PM
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#91
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All Stars
12,698 posts Joined: Jun 2010 From: kuala lumpur
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today new system, Jupiter no more C (for dividend) sign? that's the most important sign I want lah.
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Dec 2 2013, 04:47 PM
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#92
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All Stars
12,698 posts Joined: Jun 2010 From: kuala lumpur
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looks like bursa system is still unstable.
can see buying queue price higher than selling queue price. can see traded volume = 0 also.  |
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Dec 2 2013, 05:14 PM
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#93
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All Stars
12,698 posts Joined: Jun 2010 From: kuala lumpur
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QUOTE(Pink Spider @ Dec 2 2013, 04:58 PM) I calculated <3% IF exclude the special from here, 15 sen ex 18-Dec 35 sen ex 05-Sep 138 sen (special) ex 05-Sep Total: 8.29% IF take into account the special divvy http://www.malaysiastock.biz/Corporate-Inf...curityCode=3719 i see special dividend has been there every year. Not so special already this special dividend. This post has been edited by yok70: Dec 2 2013, 05:14 PM |
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Dec 3 2013, 08:41 PM
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#94
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All Stars
12,698 posts Joined: Jun 2010 From: kuala lumpur
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QUOTE(CP88 @ Dec 3 2013, 08:27 PM) I got my stareit very high as well. i'd so far cut more than half of my stareit holding.  Anyway, I thought Stareit was having a rights issue thing. Till now no news on it.  yes, still no news on its fund raising details, so cannot expect above 8% yield, may see large dilution after the fund raising exercise. In fact, i'm expecting only 5%+ yield after the exercise. So I'll continue to sell in rally. |
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Dec 3 2013, 08:44 PM
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#95
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All Stars
12,698 posts Joined: Jun 2010 From: kuala lumpur
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QUOTE(gark @ Dec 3 2013, 05:07 PM) Only 50 lots sold down Axreit..small amount only, the seller must have key in wrongly due to bursa buggy hahahahaha. exreit is now one of the lowest yield reit. so sell down makes good sense. |
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Dec 3 2013, 08:46 PM
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#96
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All Stars
12,698 posts Joined: Jun 2010 From: kuala lumpur
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QUOTE(lambethwalk @ Dec 3 2013, 08:42 PM) STAREIT "is" less volatile. those previously higher yield drops the least. all goes with yield balancing. if you compare the period when all reits started to get really weak: this was about give and take in june 2013. i take a bunch of more popular reits for comparison purposes a) CMMT 1.85 (3 june) .... today close 1.40 (3 dec) b) IGBREIT 1.34 " ... today close 1.21 c) STAREIT 1.14 " .... today close 1.03 d) PAVREIT 1.58 " .... today close 1.30 e) SUNREIT 1.63 " .....today close 1.27 which one drop the least? which one has best DY?  people still treat stareit as if it doesn't required earning dilution after fund raising exercise. which we still have no details about it. Without dilution, stareit yield could be as high as above 8%. This post has been edited by yok70: Dec 3 2013, 08:47 PM |
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Dec 3 2013, 09:01 PM
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#97
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All Stars
12,698 posts Joined: Jun 2010 From: kuala lumpur
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QUOTE(CP88 @ Dec 3 2013, 08:58 PM) Yokie so pessimistic on Stareit? maybe switch them to sifu gark's favorite cmmt? Sell in rally and buy back after the rights listed? |
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Dec 4 2013, 03:06 AM
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#98
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All Stars
12,698 posts Joined: Jun 2010 From: kuala lumpur
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QUOTE(lambethwalk @ Dec 3 2013, 09:06 PM) a shareholder brought up the dilution issue at stareit's agm. it was clarified by the board that dilution will not take place. couldn't remember what was the point brought forward. no dilution? really? that's a great news for Stareit if it's true. anyway talking about pessimistic, that should apply for all reits. im oso planning to cut loss on reits holdings to free up funds. but definitely won't cut my stareit |
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Dec 4 2013, 03:08 AM
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#99
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All Stars
12,698 posts Joined: Jun 2010 From: kuala lumpur
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QUOTE(CP88 @ Dec 3 2013, 09:05 PM) Eheh, I thought last u caught lots of directionless bunnies on CMMT i did, still holding them at paper loss now. Net yield at today's price close to 6%, how to sell.  This post has been edited by yok70: Dec 4 2013, 03:08 AM |
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Dec 4 2013, 01:29 PM
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#100
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All Stars
12,698 posts Joined: Jun 2010 From: kuala lumpur
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QUOTE(gark @ Dec 4 2013, 11:43 AM) yesterday someone key in wrong selling price... axreit net yield only 5%, your new baby cmmt net yield 6% leh. sunreit also close to 6%. even pavreit got 5.5% net now. axreit is consider 10% premium to premium reits now, the king of reit. (well, the fake reit klcc only 4.7% though) |
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