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 M Reits Version 6, Malaysia Real Estate Investment Trust

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SUSPink Spider
post Apr 18 2014, 04:55 PM

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QUOTE(tigana @ Apr 18 2014, 04:39 PM)
Interesting point. What about finance costs?
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And not ALL finance costs involve cash flows.

Go study what is IAS39 / FRS139 if u know your accounting standards.

Basically it's about, RM100 to receive in let's say 5 years time cannot be recorded as RM100 in your account NOW, bcos of "time value of money".

Say, u expect to receive RM100 in 5 years time.

U record it as RM90 in your accounts.

End of the year u bring it up to 92.25

DR Debtor 2.25
CR Finance Income 2.25

And by end of Year 5, it will be RM100

Ada faham? tongue.gif
SUSPink Spider
post Apr 18 2014, 05:24 PM

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QUOTE(yok70 @ Apr 18 2014, 05:12 PM)
i love it when companies doing this. Usually these are good companies where shares=money.  thumbup.gif
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The REIT manager can then re-sell those shares in open market. nod.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
bruce.gif
SUSPink Spider
post May 8 2014, 09:35 AM

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HEKTAR net yield is about 6.2%, higher than IGB's 5.4%. Attractive? hmm.gif

This post has been edited by Pink Spider: May 8 2014, 09:45 AM
SUSPink Spider
post May 8 2014, 10:22 AM

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QUOTE(jutamind @ May 8 2014, 09:59 AM)
liquidity wise not good
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yield good, but seems that most analysts forecast 0-1% earnings growth. doh.gif
SUSPink Spider
post May 8 2014, 11:01 AM

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QUOTE(jutamind @ May 8 2014, 10:56 AM)
agree that yield is good, but quite hard to buy or sell....the price hardly moves...
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today can...Buys at 1.51, Sells at 1.52
SUSPink Spider
post May 8 2014, 02:11 PM

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QUOTE(celinek @ May 8 2014, 01:52 PM)
1Q net profit 10.459 million (decreased 5.43%)
Anyone know why?
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Utility expenses. One of its property under renovation@Asset Enhancement Initiative.

Here:
http://eresearch.bursamalaysia.com/downloa...5&type=research
SUSPink Spider
post May 12 2014, 02:34 PM

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Is ARREIT a bargain now? hmm.gif

Seems like no analyst cover it doh.gif

This post has been edited by Pink Spider: May 12 2014, 02:34 PM
SUSPink Spider
post Jun 5 2014, 11:22 AM

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http://www.theedgemalaysia.com/business-ne...-threshold.html

Will this affect CMMT in any way? hmm.gif
SUSPink Spider
post Jun 6 2014, 11:02 AM

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QUOTE(AVFAN @ Jun 6 2014, 10:59 AM)
interesting to see sunreit recovering recently, now at 1.43-1.44.

pav, igb, cmmt, all stagnant....
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IGBREIT and CMMT yielding 5.4%, u expect yield to drop lower (i.e. price go higher) meh? Crazy ar sweat.gif
SUSPink Spider
post Jun 6 2014, 11:18 AM

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QUOTE(AVFAN @ Jun 6 2014, 11:15 AM)
these 2 at 5.4% yield?
6% according to this:
http://mreit.reitdata.com/

sunreit also 6%.
only pav 5.4%.
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MREIT data are all GROSS YIELD before deducting 10% withholding tax
SUSPink Spider
post Jun 11 2014, 01:38 PM

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QUOTE(cindelala^^ @ Jun 11 2014, 01:32 PM)
i "am dui"  cry.gif
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come, help me push UOAREIT tongue.gif
SUSPink Spider
post Jun 11 2014, 01:53 PM

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QUOTE(cindelala^^ @ Jun 11 2014, 01:50 PM)
dividend how much?
lazy study, got quick fact?
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Higher dividend yield than IGBREIT, net yield 7%.

IGBREIT net yield only about 5.4%. But better (perceived) growth potential.
SUSPink Spider
post Jun 11 2014, 02:01 PM

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QUOTE(cindelala^^ @ Jun 11 2014, 01:59 PM)
ur suggestion price to enter?
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with REITs dun worry too much about entry timing. as long as u happy with the yield, just enter. just told ya the yield is 7%. if u happy, buy; no happy walk away wink.gif
SUSPink Spider
post Jun 11 2014, 05:33 PM

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QUOTE(wil-i-am @ Jun 11 2014, 05:22 PM)
Choose Amfirst
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WHY hmm.gif

MOST of AmFirst assets are leased to AmBank group companies
Pros - stability of rental
Cons - Rental revision won't be much (I think)

This post has been edited by Pink Spider: Jun 11 2014, 05:34 PM
SUSPink Spider
post Jun 11 2014, 06:13 PM

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QUOTE(wil-i-am @ Jun 11 2014, 05:56 PM)
They have 10 properties n 3 fully occupied
Remaining 6 units of ofiz occupation range fr 69% to 95% which offers upside if they manage to secure tenants
Last but not least is The Summit (retail) which is 88% occupied which offers upside as surrounding area is equip with heavy activities namely new housing projects, Kelana Jaya LRT ext n etc
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So many "IF"s tongue.gif
SUSPink Spider
post Jun 19 2014, 09:36 AM

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http://www.marketwatch.com/story/fed-stays...ning-2014-06-18

Yellen forecasts a slow rise in interest rates
QUOTE
WASHINGTON (MarketWatch) — Federal Reserve Chairwoman Janet Yellen was more kitten than lion on Wednesday, sticking to her guns that the central bank can hold short-term interest rates steady until the middle of next year and then raise them gradually, and downplaying recent strong inflation readings.


This should be good for REITs icon_idea.gif

This post has been edited by Pink Spider: Jun 19 2014, 09:36 AM
SUSPink Spider
post Jun 25 2014, 10:03 AM

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QUOTE(darkknight81 @ Jun 24 2014, 07:01 PM)
Y no one look into hektar reit?
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Very high gearing
SUSPink Spider
post Jun 25 2014, 02:33 PM

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QUOTE(river.sand @ Jun 25 2014, 02:21 PM)
Somehow Hektar's price has remained steady, at about RM1.50.
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bcos its yield is highest among the 3 mall REITs

but its high gearing puts me off
SUSPink Spider
post Jul 8 2014, 03:35 PM

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*deleted

This post has been edited by Pink Spider: Jul 8 2014, 04:31 PM
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