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 M Reits Version 6, Malaysia Real Estate Investment Trust

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loongloong
post Dec 30 2014, 02:12 PM

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QUOTE(Pink Spider @ Dec 30 2014, 01:49 PM)
Did I not say CASH REDUCE doh.gif

I'm saying AFTER the disposal
The disposal gain already accounted for

What the REIT do with the disposal proceeds has negligible impact on the NAV
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Yes if in the sense of using the cash you are correct.. rclxms.gif

ZeaXG
post Dec 31 2014, 10:18 AM

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Bought some @1.28, some @1.29. Avg cost now 1.42 smile.gif
jasonkwk
post Dec 31 2014, 10:38 AM

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MREIT recover back to precrash price, those who panic sell only incurred brokerage fee if buy now.
ZeaXG
post Dec 31 2014, 10:47 AM

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QUOTE(jasonkwk @ Dec 31 2014, 10:38 AM)
MREIT recover back to precrash price, those who panic sell only incurred brokerage fee if buy now.
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And the sad thing is most will never learn the lesson of not giving in to emotions when investing in shares. The human natural reaction of "fight or flight" is too strong to overcome. sweat.gif
SUSPink Spider
post Dec 31 2014, 10:48 AM

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QUOTE(jasonkwk @ Dec 31 2014, 10:38 AM)
MREIT recover back to precrash price, those who panic sell only incurred brokerage fee if buy now.
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U forgot ARREIT and AMFIRST whistling.gif
SUSPink Spider
post Dec 31 2014, 11:37 AM

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Quill Capita woke up rclxms.gif
nightzstar
post Dec 31 2014, 01:07 PM

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QUOTE(Pink Spider @ Dec 18 2014, 11:32 AM)
wow Al Aqar flying today rclxm9.gif
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wahhhh, good ones, but too bad sold mine earlier, but ok la earn some money liao, keyword is don't be greedy icon_rolleyes.gif
wil-i-am
post Dec 31 2014, 02:07 PM

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Y Qcapita up a lot today?
SUSPink Spider
post Dec 31 2014, 02:14 PM

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QUOTE(wil-i-am @ Dec 31 2014, 02:07 PM)
Y Qcapita up a lot today?
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u go Kwan Yim temple and ask the deity? laugh.gif
funnybone
post Dec 31 2014, 05:25 PM

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Didn't realize got dividend from YTLREIT and also AMREIT brows.gif

This post has been edited by funnybone: Dec 31 2014, 05:25 PM
SUSPink Spider
post Dec 31 2014, 05:45 PM

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QUOTE(funnybone @ Dec 31 2014, 05:25 PM)
Didn't realize got dividend from YTLREIT and also AMREIT brows.gif
*
Mr Single...tonight gonna lose virginity? tongue.gif brows.gif

This post has been edited by Pink Spider: Dec 31 2014, 05:46 PM
funnybone
post Dec 31 2014, 06:08 PM

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QUOTE(Pink Spider @ Dec 31 2014, 05:45 PM)
Mr Single...tonight gonna lose virginity? tongue.gif brows.gif
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Plan to lose virginity is an everyday event, don't have to wait for dividends brows.gif
kiasi
post Dec 31 2014, 07:58 PM

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AMANAHRAYA REAL ESTATE INVESTMENT TRUST

Type Announcement
Subject NET ASSET VALUE / INDICATIVE OPTIMUM PORTFOLIO VALUE
Description Net Asset Value per unit of AmanahRaya Real Estate Investment Trust as at 31 December 2014 is RM1.1474

Discount 32sen from NAV. rclxms.gif

Ken.B
post Jan 1 2015, 12:07 AM

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Dear all,

Newbie reporting in.

My logic of buying TWR reit last time is

(1) the price is selling below it's NAV.
(2) It is backed by Hong Leong Group.
(3) Offices are located in prime area. ie Menara ING, Menara GE, Menara HLA.

My concern now is

1. They keep on changing CEO. Something might be going on in the management (negatively).

2. I don't understand the logic of selling of a strategically located property. Yes, they may want to reduce their debt holding. However, wouldn't it be more beneficial to not sell the property in the long run?

Would like to hear comments from fellow sifus. notworthy.gif notworthy.gif notworthy.gif
kiasi
post Jan 1 2015, 11:56 AM

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QUOTE(Ken.B @ Jan 1 2015, 12:07 AM)
Dear all,

Newbie reporting in.

My logic of buying TWR reit last time is

  (1) the price is selling below it's NAV.
  (2) It is backed by Hong Leong Group.
  (3) Offices are located in prime area. ie Menara ING, Menara GE, Menara HLA.

My concern now is

1. They keep on changing CEO. Something might be going on in the management (negatively).

2. I don't understand the logic of selling of a strategically located property. Yes, they may want to reduce their debt holding. However, wouldn't it be more beneficial to not sell the property in the long run?

Would like to hear comments from fellow sifus.  notworthy.gif  notworthy.gif  notworthy.gif
*
If no tenant better sell because need to pay interest for bank borrowing. Latest qtr Twr Reit EPS only 1.52sen below Arreit, AmFirst or Qcap despite trading at higher price. As for office Reits, it is better to have more office buildings for rental income rather than only 3 like Twr Reit so that when one office building become vacant the impact is not so huge on the rest.
yok70
post Jan 2 2015, 03:22 AM

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其中,匯豐銀行(HSBC)與匯豐伊銀(HSBC Amanah)今日已在《星洲日報》刊登聲明稱,基本率為3.90%,從週五起生效。
http://biz.sinchew.com.my/node/108167?tid=6

Will this affect FD rate? notworthy.gif
cherroy
post Jan 2 2015, 10:35 AM

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QUOTE(Ken.B @ Jan 1 2015, 12:07 AM)
2. I don't understand the logic of selling of a strategically located property. Yes, they may want to reduce their debt holding. However, wouldn't it be more beneficial to not sell the property in the long run?

Would like to hear comments from fellow sifus.  notworthy.gif  notworthy.gif  notworthy.gif
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A vacant property is a liability, you need to pay bill on maintain the building, quit rent, assessment, loan interest needs to be served.

It is not a house, but a whole building, maintenance fee alone can run up to millions pa.

QUOTE(yok70 @ Jan 2 2015, 03:22 AM)
其中,匯豐銀行(HSBC)與匯豐伊銀(HSBC Amanah)今日已在《星洲日報》刊登聲明稱,基本率為3.90%,從週五起生效。
http://biz.sinchew.com.my/node/108167?tid=6

Will this affect FD rate?  notworthy.gif
*
BLR changed to BR, just a structural change of quoting the interest.
Unrelated to rate movement.


yok70
post Jan 2 2015, 03:36 PM

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QUOTE(cherroy @ Jan 2 2015, 10:35 AM)
BLR changed to BR, just a structural change of quoting the interest.
Unrelated to rate movement.
*
So this 3.9% is the same as today's rate? No increment? Thanks. notworthy.gif
cherroy
post Jan 2 2015, 03:53 PM

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QUOTE(yok70 @ Jan 2 2015, 03:36 PM)
So this 3.9% is the same as today's rate? No increment? Thanks. notworthy.gif
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OPR still the same, board rate for FD generally is still the same, (just there are some FD promotion rate going on some FD due to shortage of deposit of some banks)
yok70
post Jan 2 2015, 04:09 PM

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QUOTE(cherroy @ Jan 2 2015, 03:53 PM)
OPR still the same, board rate for FD generally is still the same, (just there are some FD promotion rate going on some FD due to shortage of deposit of some banks)
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I see. Thanks! biggrin.gif

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