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 M Reits Version 6, Malaysia Real Estate Investment Trust

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holybo
post Feb 28 2014, 11:05 AM

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QUOTE(ronnie @ Feb 28 2014, 11:05 AM)
Let's wait below RM1.00....  rclxms.gif  rclxms.gif
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masuk some at 1.00 la wub.gif
holybo
post Feb 28 2014, 01:28 PM

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QUOTE(wil-i-am @ Feb 28 2014, 12:23 PM)
Oredy q @ 1.00
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rclxms.gif
holybo
post Mar 24 2014, 02:30 PM

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QUOTE(sms2u @ Mar 24 2014, 01:56 PM)
Can I suggest the thread owner to listed down all REIT stock with the dividend distributed with the highest and lowest price?
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http://mreit.reitdata.com/
holybo
post Mar 24 2014, 09:56 PM

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QUOTE(Cubalagi @ Mar 24 2014, 09:10 PM)
What if price doesnt go lower?
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go for others that can get higher yield.. even cmmt / igbreit have higher DY (based on mreit, lazy to calculate)
holybo
post Apr 6 2014, 08:58 AM

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QUOTE(woonsc @ Apr 6 2014, 08:05 AM)
for me it is almost a bond sub..
hard to invest in bond :C
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not hard to invest in bond.. there are plenty in unit trusts
holybo
post Jun 9 2014, 05:46 PM

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glad to see reits reviving, after the yield squeeze to less than 5% then probably is the time to offload slowly?
holybo
post Jul 8 2014, 09:40 PM

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hmmm... most of the reits depressed before the coming BNM announcement?
holybo
post Jul 24 2014, 08:20 PM

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igbreit not bad.. nett profit up 15%..
holybo
post Jul 24 2014, 08:32 PM

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QUOTE(woonsc @ Jul 24 2014, 08:21 PM)
that's why closed at 1.26  flex.gif
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lets hope tomorrow can hit 1.30 brows.gif
holybo
post Jul 24 2014, 08:36 PM

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QUOTE(woonsc @ Jul 24 2014, 08:34 PM)
laugh.gif  sell?
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more than 1.3 could be a good chance to offload some and collect later
holybo
post Jul 25 2014, 06:36 PM

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Big players always like to put roadblock, forcing weak holders sell at 1.29
holybo
post Aug 11 2014, 09:17 PM

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QUOTE(wil-i-am @ Aug 11 2014, 07:44 PM)
SUNWAY REAL ESTATE INVESTMENT TRUST
EX-date 22/08/2014 
Entitlement date 26/08/2014 
Entitlement description Final Income Distribution of 2.03 sen per unit (of which 1.58 sen per unit is taxable and 0.45 sen per unit is non-taxable/tax exempt) for the fourth quarter ended 30 June 2014.
Payment date  10/09/2014
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Is the earning for 2Q 2013 include Sunway Putra Mall?
holybo
post Aug 12 2014, 09:23 PM

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QUOTE(wil-i-am @ Aug 11 2014, 10:45 PM)
SPM will contribute fr Q3/FY15
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I'm actually asking about 2013. I guess 2013 earning included SPM earning. Lazy to check. Actually the "hidden growth" is not bad..
holybo
post Aug 13 2014, 08:16 PM

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QUOTE(elea88 @ Aug 13 2014, 12:02 PM)
wah.. sunreit went up 0.05... good news coming?
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sudden surge in REIT buying interest? hmm.gif
holybo
post Aug 15 2014, 01:02 PM

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QUOTE(Pink Spider @ Aug 15 2014, 11:53 AM)
Quill vs Atrium

Both highly exposed to courier companies (DHL)
Both net yield about 6.0-6.3%
Which would u choose hmm.gif
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Quill? My company is renting and I dont think my company is shifting.
holybo
post Aug 15 2014, 01:09 PM

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QUOTE(Pink Spider @ Aug 15 2014, 01:03 PM)
but seems that rental reversion upside fairly limited...

...ask your finance dept, is Quill raising rent? tongue.gif
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Confidential information where I do not have the access blush.gif Quill is currently doing renovation in my office. And we are building an office next to current 1.. but still renting doh.gif
holybo
post Aug 15 2014, 01:31 PM

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QUOTE(Pink Spider @ Aug 15 2014, 01:17 PM)
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 hmm.gif
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I'm thinking chances of logistics firms to shift is quite low, but finding new tenants is also very hard. For office, you need to know where is the industry normally located at. For e.g. O&G firms will located around KLCC as the communication channel is easy. I have not done any research in office & industrial reits btw tongue.gif
holybo
post Aug 15 2014, 01:43 PM

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QUOTE(Pink Spider @ Aug 15 2014, 01:33 PM)
so, what REITs have u researched? share la...sharing is caring biggrin.gif
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not technical research by the way, just some common sense. maybe everyone ady know what i want to share here.
I quite satisfied with igbreit actually (15% nett profit growth). The growth that i believe is the bridge connect from abdullah hukum will bring more traffic into the mall. Imagine now midvalley so jam, people still going into the mall like never taste the jam before. How about there is a bridge to smoothen (hopefully) the traffic? The other 1 is southkey megamall where i believe they will inject into igbreit (anyway, still need to wait...............) because they want to release the property value that could earn few times of their cost, instant cash.
holybo
post Aug 15 2014, 01:50 PM

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QUOTE(Pink Spider @ Aug 15 2014, 01:47 PM)
aiyoyo, I just sold a bit of IGBREIT to diversify into CMMT and UOAREIT, now u ask me buy in again? sad.gif
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cmmt quite good in their management also ma.. uoareit have good office space also ma.. tongue.gif
holybo
post Aug 15 2014, 01:54 PM

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QUOTE(Pink Spider @ Aug 15 2014, 01:52 PM)
Aiyoyo, takkanlah nak beli semua...nanti u say Atrium also good...Quill also good...Axis also good tongue.gif
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at least i dont tell u ytlreit is good biggrin.gif for me, a reit that is able to grow is much better than stagnant 1

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