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M Reits Version 6, Malaysia Real Estate Investment Trust
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SUSPink Spider
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 Jul 23 2014, 09:52 AM
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QUOTE(twhong_91 @ Jul 22 2014, 09:37 PM) why pink kor? this month declares dividend wor.  QUOTE(CP88 @ Jul 23 2014, 01:10 AM) Eheh. Just notice your entire portfolio not on display d?  Why UOAREIT bos?  QUOTE(500Kmission @ Jul 22 2014, 09:22 PM) why? You were very support IGBREIT before and seem IGB take over may push up IGBreit as well. UOA yield way higher...KL prime location offices, what not to like?  Also declare divvy this month ma Too many stalkers  Wait...IGB takeover? U mean the Goldis story? It won't affect the REIT what This post has been edited by Pink Spider: Jul 23 2014, 10:03 AM |
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SUSPink Spider
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Jul 24 2014, 09:35 AM
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QUOTE(AVFAN @ Jul 23 2014, 10:54 AM) good move, imo. of the 8 reits i invested in since 2 yrs ago, axis n uoa have been the best performers - axis for strong capital appr; uoa for stable price-high yield. can't say the same for the rest. dumped worst performers igb and ytl, bsd no more. now keeping 5 only, happy enough.  UOA woke up already  |
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SUSPink Spider
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Jul 24 2014, 10:41 AM
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QUOTE(AVFAN @ Jul 24 2014, 10:37 AM) i hope so. in the last 2 yrs, it has never crossed over 1.44 and never gone below 1.35! i actually think this is what a good reit should be - stable and narrow price range, >7% yield. The worst...AmFirst? See the 5-year chart...scary  |
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SUSPink Spider
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Jul 24 2014, 10:53 AM
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QUOTE(elea88 @ Jul 24 2014, 10:42 AM) slowly dumping my IGB reits... today manage at 1.25... The yield may not be spectacular but I think rental reversion potential is greater compared to other REITs. |
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SUSPink Spider
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Jul 24 2014, 06:18 PM
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QUOTE(wankongyew @ Jul 24 2014, 04:16 PM) All of my REITs seem surprisingly strong these past couple of weeks, especially given the interest rate cut. bukan hike ka?  |
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SUSPink Spider
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Jul 25 2014, 05:16 PM
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Now I regret reducing at 1.22  |
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SUSPink Spider
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Jul 25 2014, 06:02 PM
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QUOTE(cherroy @ Jul 25 2014, 05:22 PM) Yield lower than 4.5%? while FD rate approaching 4%? A mere 0.5% extra for the risk taking? FD vs reit. Doesn't sound good to me. Latest bi-annual divvy 3.89 sen gross do a simple math... 3.89 x 90% = 3.5 sen net yield So, 7 sen per annum net divvy What is your min required yield? Mine 5% So, I'd dump ALL at 1.40 too  This post has been edited by Pink Spider: Jul 25 2014, 06:02 PM |
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SUSPink Spider
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Jul 30 2014, 10:17 AM
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QUOTE(wankongyew @ Jul 30 2014, 10:15 AM) UOAREIT keeps going up too. At what point should I forget about the dividend and just sell it? IMHO dump when the capital gain exceeds 2 year's worth of net yield |
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SUSPink Spider
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Jul 30 2014, 10:21 AM
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QUOTE(wongmunkeong @ Jul 30 2014, 10:20 AM) 2 only ar Pink? 5 lar - 5 in bank no eye see liao, some sort of correction near-sure within 5 years 2 years.. iffy.. Just an old rat's opinion yar - not 100% sure thing  Depends... for those REITs with large price movements, yes, maybe 5 years' worth of net yield. For those coma REITs, maybe 15% capital gain, can consider to dump for profit |
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SUSPink Spider
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Aug 5 2014, 10:00 AM
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QUOTE(wil-i-am @ Aug 4 2014, 07:37 PM) Axis Reit acquire 3 properties @ Shah Alam for RM280 mil cash http://www.bursamalaysia.com/market/listed...cements/1701845The Edge report: http://www.theedgemalaysia.com/business-ne...r-rm2805m-.htmlWill this be yield accretive? |
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SUSPink Spider
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Aug 5 2014, 02:41 PM
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QUOTE(cherroy @ Aug 5 2014, 02:39 PM) In the statement, it does state the yield is about 7% and funding of it through borrowing. So it should be. Analysts don't seem too bullish on AxisREIT though... |
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SUSPink Spider
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Aug 5 2014, 04:24 PM
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QUOTE(jasonkwk @ Aug 5 2014, 04:19 PM) among IGBREIT,HEKTAREIT and CMMT, which one has the highest rental revision yoy in the past? I think the price/yield premium commanded by IGBREIT tells u everything  |
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SUSPink Spider
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Aug 5 2014, 05:55 PM
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QUOTE(felixmask @ Aug 5 2014, 05:19 PM) NO! |
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SUSPink Spider
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Aug 11 2014, 02:38 PM
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QUOTE(woonsc @ Aug 11 2014, 01:02 PM) Should take last 12 months dividends to calculate. Taking latest dividend and annualise it is not a good calculation, IMHO |
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SUSPink Spider
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Aug 11 2014, 04:55 PM
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QUOTE(CP88 @ Aug 11 2014, 04:47 PM) cherroy, Among so many reits which will you favour? The one with growth but low yield or the one that has high yield like YTLR? For growth look at IGBREIT and CMMT, but yield not exciting, net 5%+ only. High yield? UOA and ATRIUM, 6-7% YTL is hospital oops I mean hotel REIT, I not comfortable with the intrinsic volatile occupancy. This post has been edited by Pink Spider: Aug 11 2014, 04:55 PM |
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SUSPink Spider
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Aug 14 2014, 09:58 AM
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QUOTE(felixmask @ Aug 14 2014, 09:54 AM) IGBreits juz pass the Ex-Date..but the stock climb out, suppose shld down.adjuzt the divd. My conclusion someone buying spree. ...thinking that IGBREIT suddenly on discount. when in actual fact is ex-divvy  |
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SUSPink Spider
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Aug 15 2014, 11:53 AM
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Quill vs Atrium Both highly exposed to courier companies (DHL) Both net yield about 6.0-6.3% Which would u choose |
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SUSPink Spider
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Aug 15 2014, 12:37 PM
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QUOTE(ozak @ Aug 15 2014, 12:28 PM) got already |
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SUSPink Spider
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Aug 15 2014, 01:03 PM
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QUOTE(holybo @ Aug 15 2014, 01:02 PM) Quill? My company is renting and I dont think my company is shifting. but seems that rental reversion upside fairly limited... ...ask your finance dept, is Quill raising rent? This post has been edited by Pink Spider: Aug 15 2014, 01:03 PM |
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SUSPink Spider
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Aug 15 2014, 01:17 PM
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QUOTE(holybo @ Aug 15 2014, 01:09 PM) Confidential information where I do not have the access Quill is currently doing renovation in my office. And we are building an office next to current 1.. but still renting Let's discuss... Office space...they're mushrooming everywhere. Quill is more into office space with the exception of Tesco Bkt Jelutong. Whereas Atrium is all industrial, mostly occupied courier/logistics companies. I THINK the chances of logistics firms shifting is smaller |
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