hi ronnie, mind sharing which site you use for bond yield reference
REIT V5, Real Estate Investment Trust
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 Sep 13 2013, 09:03 AM
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#1
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Senior Member
2,455 posts Joined: Aug 2008 From: Malaysia   
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Sep 18 2013, 10:26 AM
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#2
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Senior Member
2,455 posts Joined: Aug 2008 From: Malaysia
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reits bouncing back
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Sep 19 2013, 05:54 AM
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#3
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Senior Member
2,455 posts Joined: Aug 2008 From: Malaysia
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Oct 8 2013, 09:46 PM
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#4
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Senior Member
2,455 posts Joined: Aug 2008 From: Malaysia
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QUOTE(gark @ Oct 8 2013, 06:51 PM) For all retail REIT players... Thanks for sharing Summary ... 1. M-Reit is not attractive with dividend yield of 5.1%-5.5% va MGS 3.98% yield. 2. Oversupply of new retail malls by 2015 will increase mall space by 28%. 3. Rental revision expected to below inflation or stay flat for the next 5 years due to oversupply of retail mall space. 4. CIMB recommend investor to STOP accumulating REIT as the price is NOT attractive, expect lower or flat rental revision & lower occupancy. 5. Current dividend yield not favorable for mall acquisition, yield of 6%-7% is currently the 'fair' value.. 6. As dividend yield rise, prices will fall accordingly to match the 'fair' yield. 7. Investors will get triple whammy, rising MGS yields, lower occupancy, flat rental revision...NOT a good outlook for retail REITs.  |
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Oct 24 2013, 06:34 PM
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#5
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Senior Member
2,455 posts Joined: Aug 2008 From: Malaysia
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nice
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Dec 12 2013, 01:14 PM
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#6
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Senior Member
2,455 posts Joined: Aug 2008 From: Malaysia
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didnt sell my reits, will top up when i feel it's right
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Jan 28 2014, 07:17 PM
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#7
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Senior Member
2,455 posts Joined: Aug 2008 From: Malaysia
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IGB REIT Q4 earnings rise 7.6% to RM158.1mil -
http://www.thestar.com.my/Business/Busines...pc-to-RM158mil/ |
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