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 M Reits Version 6, Malaysia Real Estate Investment Trust

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SUSPink Spider
post Dec 19 2014, 02:42 PM

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QUOTE(wil-i-am @ Dec 19 2014, 02:38 PM)
Quill city mall @ Jln Sultan Ismail
*
But that is still under Quill Group, the holding company.

There's news that they're injecting it into the REIT? blink.gif
wil-i-am
post Dec 19 2014, 02:48 PM

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QUOTE(Pink Spider @ Dec 19 2014, 02:42 PM)
But that is still under Quill Group, the holding company.

There's news that they're injecting it into the REIT? blink.gif
*
Anticipate
felixmask
post Dec 20 2014, 11:31 AM

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Mreit outlook from RHB - REITS - Cautiously Optimistic


Attached File(s)
Attached File  mreit_rhb_20141219.pdf ( 649.07k ) Number of downloads: 72
KVReninem
post Dec 20 2014, 12:47 PM

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QUOTE(Pink Spider @ Dec 19 2014, 05:27 PM)
His is all REITs plus a few telcos

We cannot replicate his portfolio? Get all the good REITs + DiGi + Maxis + TM hmm.gif

But SREIT's DY spread to their FD rates is BIG
Interest rate 1%+, DY STILL 6-7%

Ours interest rate 3%+, DY only 4-7% doh.gif

Grow slower lor, but I believe in his method nod.gif
*
whats your view on domdom? sweat.gif
SUSPink Spider
post Dec 20 2014, 04:17 PM

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QUOTE(KVReninem @ Dec 20 2014, 12:47 PM)
whats your view on domdom? sweat.gif
*
Still holding, haven't sold any. Optimistic. Why the sweat.gif ? blink.gif
KVReninem
post Dec 20 2014, 04:20 PM

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QUOTE(Pink Spider @ Dec 20 2014, 07:17 PM)
Still holding, haven't sold any. Optimistic. Why the sweat.gif ?  blink.gif
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your TP? brows.gif
zDarkForceSz
post Dec 20 2014, 04:28 PM

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QUOTE(felixmask @ Dec 20 2014, 11:31 AM)
Mreit outlook from RHB - REITS - Cautiously Optimistic
*
I think retail REITS like IGB, KLCC, Pav still okay.
Everyday I go mid valley/klcc/pav all big bag big bag...
Although market doesn't looks good, purchasing power still very kuat leh. (Or maybe people shop before GST? [who knows brows.gif ])

Go restaurant eat, all queue long long~

This post has been edited by zDarkForceSz: Dec 20 2014, 04:29 PM
SUSPink Spider
post Dec 20 2014, 04:31 PM

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QUOTE(KVReninem @ Dec 20 2014, 04:20 PM)
your TP? brows.gif
*
New IPO, not enough historical data.

I purely rely on ANALysts reports on this. blush.gif
KVReninem
post Dec 20 2014, 05:02 PM

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QUOTE(Pink Spider @ Dec 20 2014, 07:31 PM)
New IPO, not enough historical data.

I purely rely on ANALysts reports on this. blush.gif
*
analyst say wat? brows.gif
SUSPink Spider
post Dec 20 2014, 05:31 PM

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QUOTE(KVReninem @ Dec 20 2014, 05:02 PM)
analyst say wat? brows.gif
*
3.30-3.60

Means...limited upside liao tongue.gif

But I think Karex has potential to be a future dividend stock icon_idea.gif
tnang
post Dec 20 2014, 06:03 PM

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Same time not monitor, wow, arreit only 79' amfirst only 87 , good yield, time to monitor
SUSPink Spider
post Dec 20 2014, 06:06 PM

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QUOTE(tnang @ Dec 20 2014, 06:03 PM)
Same time not monitor, wow, arreit only 79' amfirst only 87 , good yield, time to monitor
*
REIT with declining earnings AND revenue, u sure about that?
tnang
post Dec 20 2014, 06:18 PM

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QUOTE(Pink Spider @ Dec 20 2014, 06:06 PM)
REIT with declining earnings AND revenue, u sure about that?
*
Yes revenue declining, especially arreit and office based reit
SUSPink Spider
post Dec 20 2014, 06:33 PM

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QUOTE(tnang @ Dec 20 2014, 06:18 PM)
Yes revenue declining, especially arreit and office based reit
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Not really all, Quill Capita and UOAREIT revenue still steady, though not showing much growth.

Growth is at the retail REITs like IGBREIT and KLCC.
jutamind
post Dec 20 2014, 07:02 PM

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I thought. arreit lease out to HELP college and also bought a new office building recently? I guess these 2 initiatives should increase their earnings in the near future

QUOTE(Pink Spider @ Dec 20 2014, 06:06 PM)
REIT with declining earnings AND revenue, u sure about that?
*
This post has been edited by jutamind: Dec 20 2014, 07:03 PM
wil-i-am
post Dec 20 2014, 07:08 PM

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QUOTE(jutamind @ Dec 20 2014, 07:02 PM)
I thought. arreit lease out to HELP college and also bought a new office building recently? I guess these 2 initiatives should increase their earnings in the near future
*
B patience with Arreit
SUSPink Spider
post Dec 20 2014, 07:59 PM

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QUOTE(jutamind @ Dec 20 2014, 07:02 PM)
I thought. arreit lease out to HELP college and also bought a new office building recently? I guess these 2 initiatives should increase their earnings in the near future
*
Why not wait further? I'm not too confident with Amanahraya's management
ryan18
post Dec 21 2014, 01:02 AM

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QUOTE(Pink Spider @ Dec 19 2014, 02:42 PM)
But that is still under Quill Group, the holding company.

There's news that they're injecting it into the REIT? blink.gif
*
Quill City Mall is also under EPF indirectly, managed by Quill
http://www.themalaysianinsider.com/busines...nd-says-analyst
kiasi
post Dec 21 2014, 10:25 AM

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QUOTE(Pink Spider @ Dec 20 2014, 07:59 PM)
Why not wait further? I'm not too confident with Amanahraya's management
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Price is what you pay, value is what you get. Those not confident are selling Arreit cheaply, hence its drop recently.
cherroy
post Dec 21 2014, 11:10 AM

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QUOTE(Pink Spider @ Dec 20 2014, 06:06 PM)
REIT with declining earnings AND revenue, u sure about that?
*
Arreit should report an improved earning in the coming Q.

Reit 'business" is quite clear cut.

Property doesn't rent out, revenue/earning drop.
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