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 M Reits Version 6, Malaysia Real Estate Investment Trust

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felixmask
post Nov 22 2014, 01:23 PM

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QUOTE(Pink Spider @ Nov 22 2014, 12:41 PM)
What we can do with REITs (esp those with slow top line growth) is...

REINVEST!

U buy counters with 1-3% yield, usually those are growth stocks, u hope for capital growth

REITs, no growth, but yield double of that, i.e. 5-7%, u keep on reinvesting your dividends

This is what I plan to do, every 6 months top up on a REIT smile.gif
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rich man spotted invested reits in 6 figure ...dividend 4 figure. tongue.gif
felixmask
post Nov 24 2014, 08:46 AM

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QUOTE(~Curious~ @ Nov 22 2014, 02:11 PM)
u mean that if buy office REIT,u prefer those that got major tenants renting?but how to tell?if juz read their Annual Report,wont tell u how big or small a company is right?
can you elaborate on this..in more layman terms plz
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u can know their Company name% and percentage takup of the NPI
felixmask
post Nov 25 2014, 09:09 AM

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QUOTE(wodenus @ Nov 24 2014, 09:01 PM)
Speaking of which, what REITs are good now? office space glut, so no shortage of office space. GST is going to put a damper on retail sales. There's only one industrial REIT (Atrium) and they aren't doing too well.
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office oversupply at KLCC surround 5-10km radius.

i work there ; sometime walking around able to know which office block are empty and seeing new block are building the area.

GST Office definetly will increase the rental ; mostly office has income annual more than 500k annually.

those which has rental contract for 3 year havent expire may not immpact but those going to expire sure will get 6% GST pass to them.

Supply is more than demand; company have choice scouting for lower rental office.

Cutting cost and suppy more in market may trigger those Small Office to shift for a better cost saving.

Atrium not im mine everyday walking coverage sight seeing. Cant comment on this reits.
Also i didnt study read their AR report.

Sometime dont need to study their AR or IB research..but walking around the reits property, nod.gif

This post has been edited by felixmask: Nov 25 2014, 09:15 AM
felixmask
post Nov 25 2014, 05:55 PM

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QUOTE(~Curious~ @ Nov 22 2014, 02:11 PM)
u mean that if buy office REIT,u prefer those that got major tenants renting?but how to tell?if juz read their Annual Report,wont tell u how big or small a company is right?
can you elaborate on this..in more layman terms plz
*
they will list the company name. Imagine so many breakdown the coompany size less than 250 employee.

Easy.u measure the size rent out..then u divided 250 sqft per employee.

Micro-enterprises have up to 10 employees
Small enterprises have up to 50 employees
Medium-sized enterprises have up to 250 employees.[2]



http://www.entrepreneur.com/article/226839

http://en.wikipedia.org/wiki/Small_and_med...zed_enterprises
felixmask
post Nov 25 2014, 06:23 PM

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QUOTE(Pink Spider @ Nov 25 2014, 06:21 PM)
At first books kena GST, then some bising, they give, but NOT ALL BOOKS. U tell me, how to control? Plenty of loopholes to exploit, difficult and messy to enforce.

Same thing happened to medicines.

Messy enforcement, tedious compliance.

Macamlah they wanna give work to idle Customs officers. Oi, kita Rakyat ada kerja lain ok??? doh.gif shakehead.gif
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nah najib email ; u bising/spam at him....he got read mine email.

'ybmk@treasury.gov.BOLEHLAND'
felixmask
post Dec 1 2014, 10:23 AM

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QUOTE(gark @ Dec 1 2014, 10:16 AM)
What they can sense it that the CKT seller, mee seller all raise few sen, blame GST... but looking overall picture..

Wheat, corn, soya bean, palm oil, coffee all coming down..
Commodities all coming down...
Oil n Gas coming down...
Minerals & ores coming down...
Countries goes to recession...
Property prices stagnant to coming down...

All the above spells deflation... but Malaysia wont feel it's impact for at least a year.. because MYR will continue to depreciate because mainly we are a petrol-dollar country
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you got ask kueyteowlou to verify?

Best CKT in lowyat.
felixmask
post Dec 1 2014, 10:25 AM

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QUOTE(Pink Spider @ Dec 1 2014, 10:21 AM)
Watched Bloomberg interview with Jokowi

Very down-to-earth President. Has clear ideas on what he wants to do. Improve mass transportation, reduce red tape and bureaucracy... If u ask me, I also confident Indonesia will move faster than UMNOsia sleep.gif

Add: Amnesia? laugh.gif
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Yes i do agree with Jokowi vision.

..the only obstacle..he moving 252 million of ppl vs 27 million ppl in BolehLand.


felixmask
post Dec 2 2014, 09:06 AM

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QUOTE(kueyteowlou @ Dec 2 2014, 08:59 AM)
i am so touched that you still remember me  cry.gif

i bought so much shares yesterday until piggy bank also break and buy...
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U queue last month get trap yesterday..

or


yesterday rush to buy ?



Im still breaking mine tongue.gif ; till now havent break piggy shakehead.gif bank today to buy stock..

cross hand thumbup.gif mine piggy can break by the noon for me go to market buying stock.

This post has been edited by felixmask: Dec 2 2014, 09:08 AM
felixmask
post Dec 5 2014, 08:27 AM

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QUOTE(baojie13 @ Dec 4 2014, 08:19 PM)
Hello to everyone . I have very little knowledge about REITS and im looking to invest a small amount in it since Im still a student. Can anyone help me out about where can I learn how to invest in M'sia REIT ?
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someone put a very nice illustration;
In summary you need follow this step.

https://forum.lowyat.net/topic/399536/+900

Once you done the STEP 1.


the world of REITS is under your finger tips.

How to choose: that require your chapter 2 in stock is HOW TO SELECT.

That one pls read more at this forum.

You may find alot infor; link website;blog..etc and tipz.

» Click to show Spoiler - click again to hide... «

felixmask
post Dec 9 2014, 09:37 AM

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QUOTE(Pink Spider @ Dec 9 2014, 09:29 AM)
My thought pulak...unless your REIT has made some handsome paper profit, might not worth to sell now...cos prices have started to stagnant. Hold for yield? hmm.gif
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mine speculation...if yield drop below 4.5%, and price shoot up.......why not.
felixmask
post Dec 9 2014, 09:54 AM

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QUOTE(Pink Spider @ Dec 9 2014, 09:38 AM)
I think only KLCC is around 4.5% yield now
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KLCC RCULS somewhere mature in 2015.

I definetly will reduce EPS.
felixmask
post Dec 9 2014, 10:07 AM

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QUOTE(Pink Spider @ Dec 9 2014, 09:56 AM)
bcos of falling MYR, my unit trusts investing in foreign equities flying biggrin.gif  rclxms.gif

UT paper gains covering (a bit) for KLSE stocks losses sweat.gif
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which countries ?
felixmask
post Dec 9 2014, 10:12 AM

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QUOTE(Pink Spider @ Dec 9 2014, 10:08 AM)
GLOBALLY
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Indonesia currency weaker tongue.gif

..MYR convert to IDR also earn noting
felixmask
post Dec 9 2014, 01:31 PM

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QUOTE(Pink Spider @ Dec 9 2014, 01:26 PM)
My losses in CMMT deepened sweat.gif sad.gif
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u cant compare axreit...yesterday.


How much ur CMMT deepened fromyou buying price sweat.gif

same to IGBreit blush.gif

This post has been edited by felixmask: Dec 9 2014, 01:32 PM
felixmask
post Dec 10 2014, 09:31 AM

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QUOTE(Pink Spider @ Dec 10 2014, 09:30 AM)
REITs also have to monitor...though not as closely as speculative stocks sweat.gif
*
buy when get yield reach 6% again.


Buying opportunity tongue.gif
felixmask
post Dec 10 2014, 09:46 AM

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QUOTE(Pink Spider @ Dec 10 2014, 09:32 AM)
RM1.25...can go THAT low? hmm.gif
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i juz calc. 1.12 only can get 6% tongue.gif

I use Dividend
24/07/2014 = 0.0389sen
28/01/2014 = 0.0361sen
Total 0.075sen
After tax = 0.0675sen

IGBreit$|-Dividend-|-Yield Actual2014
1.00--------0.0675---- 6.75
1.01--------0.0675---- 6.683168317
1.02--------0.0675---- 6.617647059
1.03--------0.0675---- 6.553398058
1.04--------0.0675---- 6.490384615
1.05--------0.0675---- 6.428571429
1.06--------0.0675---- 6.367924528
1.07--------0.0675---- 6.308411215
1.08--------0.0675---- 6.25
1.09--------0.0675---- 6.19266055
1.10--------0.0675---- 6.136363636
1.11--------0.0675---- 6.081081081
1.12--------0.0675---- 6.026785714
1.13--------0.0675---- 5.973451327
1.14--------0.0675---- 5.921052632
1.15--------0.0675---- 5.869565217
1.16--------0.0675---- 5.818965517
1.17--------0.0675---- 5.769230769
1.18--------0.0675---- 5.720338983
1.19--------0.0675---- 5.672268908
1.20--------0.0675---- 5.625
1.21--------0.0675---- 5.578512397
1.22--------0.0675---- 5.532786885
1.23--------0.0675---- 5.487804878
1.24--------0.0675---- 5.443548387
1.25--------0.0675---- 5.4
1.26--------0.0675---- 5.357142857
1.27--------0.0675---- 5.31496063
1.28--------0.0675---- 5.2734375
1.29--------0.0675---- 5.23255814
1.30--------0.0675---- 5.192307692
1.31--------0.0675---- 5.152671756
1.32--------0.0675---- 5.113636364
1.33--------0.0675---- 5.07518797
1.34--------0.0675---- 5.037313433
1.35--------0.0675---- 5
1.36--------0.0675---- 4.963235294
1.37--------0.0675---- 4.927007299
1.38--------0.0675---- 4.891304348
1.39--------0.0675---- 4.856115108

This post has been edited by felixmask: Dec 10 2014, 09:51 AM
felixmask
post Dec 10 2014, 10:02 AM

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QUOTE(Pink Spider @ Dec 10 2014, 09:52 AM)
Not whole dividend is taxable lar...see the taxable and non-taxable amount tongue.gif
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Taxable-|-After Tax-|-Non taxable-|-Total receive dividend
3.381-------3.0429-----0.08------------3.1229
3.520-------3.1680-----0.09------------3.2580


total receive dividend: 6.38sen

more less biggrin.gif

This post has been edited by felixmask: Dec 10 2014, 10:03 AM
felixmask
post Dec 12 2014, 09:28 AM

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QUOTE(Pink Spider @ Dec 12 2014, 09:21 AM)
mall once died, almost will never recover

like I've said, problem with Sg Wang is not only MRT construction...its interior layout, outdated. To really revive Sg Wang, needs major refurbishment i.e. reconstruction.
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U got complaint to CMMT..and suggest your idea...to revive Sg Wang.
felixmask
post Dec 12 2014, 04:18 PM

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QUOTE(Pink Spider @ Dec 12 2014, 04:16 PM)
wow

everyone so bearish...go 100% cash sweat.gif
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i havent sell mine reits...
felixmask
post Dec 12 2014, 04:30 PM

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QUOTE(Pink Spider @ Dec 12 2014, 04:26 PM)
Keeping REITs, except for CMMT which I'm bearish about future of its properties

wait, YOU call me Pinky??? u not new to LYN...or stalkin' me hmm.gif
*
i guess he gay tongue.gif


today Sri Petaling hv pasar malam. tongue.gif

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