Woah, anualised dividend yield is 7.33%   

People don't like the 800 mil units dilution at all.....

Allocated to YTL family.

Then minority shareholders all kena diluted loh...

Now to see if the dilution with the additional property income will reduce or enhance your yield?

If reduce then bad, if enhance then good. usually a forecast is given in the proposal, look carefully...

If raise money & dilution only to save 4.5% of interest then not good for minority holders. Unless then theyb take loan and invest in more property and get more % than current yield then only ok. 

SCC only allow REIT to gave Debt/Asset ratio of NOT more than 50%. 

High debt limit is dangerous...

Well depends if you got confidence on the management...

That is why I prefer management who is not the tenant itself, too much conflict of interest. 

Now is sales...but do u still have ammo should they do warehouse clearance next?

Approaching net yield 7.5%...

isn't it like carnival?   

I sense many fund managers anticipate a rise in interest rate after the high CPI figure of 3.4% latest Jan figure, so reit being hammered down..

OPR being raised next BNM meeting?
Take your guess.

after this round, i guess most people will be very scare to buy reit in near future. however, reit is back to fundamental now aka rental collection instead of cooking share price. my reit holding today is at 15% of my total portfolio, pretty good level to increase slowly to 20% perhaps.
Hari hari wishing a new low now. 

YEAP.. How low its gonna be.. i also collecting slowly...
selling some shares that is making big gain like PIE....
but also, thinking..

am I

"Sell winners and keep losers?

ermm.. ?

for 1st class reits, net yield above 6.5% will buy slowly with every 0.25% buy more.
for 2nd class reits, net yield above 7.5%.
when total reach 20% of my total porfolio, i'll stop.
well, just a plan, not saying must do lah. depends on the situation when it happens lah. black cat white cat can catch rat is good cat. 

i got urge to take out FD to buy reits liao. long time didnt see so attractive price. lol.

queuing IGB at 1.13

Klcc tank 53 cents today

*Rumor Mill*

Trust at your own risk.
Can believe or not? 

Thats is what the rumor says.. perhaps there will some small PP as well. CMMT D/A ratio is still healthy at 30%.

Expected mall purchase price will subject to rental yield, maybe around 6.0%-6.5%

But RUMOR only ha....