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 M Reits Version 6, Malaysia Real Estate Investment Trust

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SUSw19
post Apr 19 2014, 02:05 AM

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QUOTE(AVFAN @ Apr 18 2014, 07:33 PM)
here u go... zeti/bnm is not as readable as u think when it comes to raising rates. wait till official inflation numbers hit 5% which means 10% in real life in klang valley - that's when they will act.

i say the probability of int rate hike is lower than zero water supply for a week this year. :P
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Just Sharing!

Currency going to drop! Subsidy going to cut down! If interest rate not up?! after that, asset bubble is coming. Before asset bubble we should have super bull run in the market because inflation rate is high that FD. So why you still keep money in bank. Aunty & Uncle from PASAR slot into this market. This going to be insane! Gold, you can forget it. Property, game over. Stock, we are on the way of super bull. KLCI PE is LOW compare to 1997 Asia financial Crisis PE 58, 2000 DOT COM BUBBLE PE 27, 2008 GREAT RECESSION PE 23. Anyway, please dont forget 1997 we have 10 times margin (Example: RM100k cash allow to play RM1m) and T30. Now 2014, we have 1 times margin and T10 only.
gark
post Apr 19 2014, 01:53 PM

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QUOTE(Pink Spider @ Apr 18 2014, 02:57 PM)
What happened to the Singapore guy, Dividend Warrior? Blog also down sweat.gif

http://dividendsrichwarrior.blogspot.sg/
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Dividend play now not so popular already.... rolleyes.gif
SUSPink Spider
post Apr 19 2014, 03:10 PM

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QUOTE(gark @ Apr 19 2014, 01:53 PM)
Dividend play now not so popular already....  rolleyes.gif
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QUOTE(yhtan)
If you want to have a better performance than the crowd, you must do things differently from the crowd - Sir John Templeton
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SUSwankongyew
post Apr 19 2014, 03:29 PM

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QUOTE(Pink Spider @ Apr 18 2014, 02:57 PM)
What happened to the Singapore guy, Dividend Warrior? Blog also down sweat.gif

http://dividendsrichwarrior.blogspot.sg/
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Expected yield now 6%. Reasonable, but not very exciting to write or read about.
cherroy
post Apr 19 2014, 04:53 PM

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QUOTE(w19 @ Apr 18 2014, 01:29 PM)
1. Int up!
2. Stock price for reit sure drop!
3. Buy in after drop when its low!
4. Then you get better div yield!
5. I believe you know it!
6. Dont believe? Let see how!
7. I dont buy reit as stock, I buy reit as fix deposit.
8. Good luck for trade. Always remember give something out after you make get profit.
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Interest up, ya, may be 0.25%. tongue.gif

What if, stock price for reit never drop, as no interest rate hike or due to future situation that favourable for reit?
Now selling all the reit, receive cash, earning FD 3%, worst than reit yield.

Moving out?
Put in Aud? USD?
AUd only 2.5%, worst than FD 3%, USD need not to say, 0.25%,

RM depreciate actually not much movement over the 10 years period, if look back 10 years period, RM actually appreciate against USD, GBP, slight depreciate against AUD, slight depreciate against most currency only.

I do not have crystal ball to know the future of reit price will drop for sure.
But I know reit provide a good asset allocation/diversification purposes, even though reit may have poor outlook ahead, the most sensible way is to reduce the stake/portion/allocation but not selling all and hold cash.

Unless one has crystal ball to know the exactly outcome of future, then different story.

With GST is on the card for next year, the least BNM want to do is hike rate that result in economy slow down across. So personally I do not expect any drastic and urgent move for interest rate.
SUSw19
post Apr 21 2014, 03:08 AM

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QUOTE(cherroy @ Apr 19 2014, 04:53 PM)
Interest up, ya, may be 0.25%.  :P

What if, stock price for reit never drop, as no interest rate hike or due to future situation that favourable for reit?
Now selling all the reit, receive cash, earning FD 3%, worst than reit yield.

Moving out?
Put in Aud? USD?
AUd only 2.5%, worst than FD 3%, USD need not to say, 0.25%,

RM depreciate actually not much movement over the 10 years period, if look back 10 years period, RM actually appreciate against USD, GBP, slight depreciate against AUD, slight depreciate against most currency only.

I do not have crystal ball to know the future of reit price will drop for sure.
But I know reit provide a good asset allocation/diversification purposes, even though reit may have poor outlook ahead, the most sensible way is to reduce the stake/portion/allocation but not selling all and hold cash.

Unless one has crystal ball to know the exactly outcome of future, then different story.

With GST is on the card for next year, the least BNM want to do is hike rate that result in economy slow down across. So personally I do not expect any drastic and urgent move for interest rate.
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Good Luck!


wil-i-am
post Apr 21 2014, 06:29 PM

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AXIS REAL ESTATE INVESTMENT TRUST
EX-date 02/05/2014
Entitlement date 06/05/2014
Entitlement time 04:00:00 PM
Entitlement subject Income Distribution
Entitlement description First Interim Income Distribution of 5.30 sen per unit (of which 4.42 sen per unit is taxable and 0.88 sen per unit is non-taxable in the hands of unitholders) in respect of the period from 1 January 2014 to 31 March 2014 ("2014 First Interim Income Distribution")
Payment date 13/06/2014

aeiou228
post Apr 21 2014, 09:21 PM

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QUOTE(wil-i-am @ Apr 21 2014, 06:29 PM)
AXIS REAL ESTATE INVESTMENT TRUST
EX-date 02/05/2014 
Entitlement date 06/05/2014 
Entitlement time 04:00:00 PM 
Entitlement subject Income Distribution
Entitlement description First Interim Income Distribution of 5.30 sen per unit (of which 4.42 sen per unit is taxable and 0.88 sen per unit is non-taxable in the hands of unitholders) in respect of the period from 1 January 2014 to 31 March 2014 ("2014 First Interim Income Distribution")
Payment date  13/06/2014
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5.82% after tax nett yield. Not bad.
Cubalagi
post Apr 21 2014, 10:21 PM

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QUOTE(aeiou228 @ Apr 21 2014, 09:21 PM)
5.82% after tax nett yield.  Not bad.
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Higher than last quarter

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This post has been edited by Cubalagi: Apr 21 2014, 10:22 PM
BboyDora
post Apr 22 2014, 08:56 AM

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I sold 80% of my REIT on the recent drop on REIT to prevent capital loss. If I wanted to enter again and re-structure my portfolio, what would u guys advice if I looking for dividend yield? I had very diversified portfolio previously and even sold TWREIT in profit.

According to MREIT data, YTLreit provide highest yield. Is it wise if I put heavily on that?
wil-i-am
post Apr 23 2014, 06:53 PM

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Arreit acquire new property for RM30 mil
http://www.bursamalaysia.com/market/listed...cements/1601841
felixmask
post Apr 24 2014, 08:42 AM

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QUOTE(wil-i-am @ Apr 23 2014, 06:53 PM)
Arreit acquire new property for RM30 mil
http://www.bursamalaysia.com/market/listed...cements/1601841
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Any one got any infor of Wisma Comcorp like

How Wisma Comcorp occupation rate?
Who is occupying ??
wil-i-am
post Apr 24 2014, 08:52 AM

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QUOTE(felixmask @ Apr 24 2014, 08:42 AM)
Any one got any infor of Wisma Comcorp like

How Wisma Comcorp occupation rate?
Who is occupying ??
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The vendor is d lessee via sale & leaseback arrangement
ZeaXG
post Apr 24 2014, 12:13 PM

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wub.gif Done AmFirst @ 0.975.
river.sand
post Apr 24 2014, 12:18 PM

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QUOTE(BboyDora @ Apr 22 2014, 08:56 AM)
I sold 80% of my REIT on the recent drop on REIT to prevent capital loss. If I wanted to enter again and re-structure my portfolio, what would u guys advice if I looking for dividend yield? I had very diversified portfolio previously and even sold TWREIT in profit.

According to MREIT data, YTLreit provide highest yield. Is it wise if I put heavily on that?
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YTLREIT has private placement. This practice will lower the gearing ratio, but will also dilute DPU.
wil-i-am
post Apr 24 2014, 05:50 PM

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ATRIUM REAL ESTATE INVESTMENT TRUST
EX-date 09/05/2014
Entitlement date 14/05/2014
Entitlement subject Income Distribution
Entitlement description First income distribution of 2.20 sen per unit in respect of the three months period from 1 January 2014 to 31 March 2014
Payment date 30/05/2014

SUSwankongyew
post Apr 24 2014, 06:01 PM

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QUOTE(BboyDora @ Apr 22 2014, 08:56 AM)
I sold 80% of my REIT on the recent drop on REIT to prevent capital loss. If I wanted to enter again and re-structure my portfolio, what would u guys advice if I looking for dividend yield? I had very diversified portfolio previously and even sold TWREIT in profit.

According to MREIT data, YTLreit provide highest yield. Is it wise if I put heavily on that?
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Personally I don't like YTLREIT even though I hold it too. Their management team is unreliable and their switch from a mall-based REIT to a hospitality-based REIT is too recent to judge properly.
felixmask
post Apr 24 2014, 06:41 PM

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QUOTE(wankongyew @ Apr 24 2014, 06:01 PM)
Personally I don't like YTLREIT even though I hold it too. Their management team is unreliable and their switch from a mall-based REIT to a hospitality-based REIT is too recent to judge properly.
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some more at Australia...
lch78
post Apr 26 2014, 10:19 AM

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http://www.theedgemalaysia.com/business-ne...high-yield.html

Guess bonds yield will fall again. mREITs to rise?
BboyDora
post Apr 29 2014, 03:57 PM

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QUOTE(wankongyew @ Apr 24 2014, 06:01 PM)
Personally I don't like YTLREIT even though I hold it too. Their management team is unreliable and their switch from a mall-based REIT to a hospitality-based REIT is too recent to judge properly.
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I see. Thanks

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