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 M Reits Version 6, Malaysia Real Estate Investment Trust

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SUSPink Spider
post Nov 5 2014, 09:49 AM

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QUOTE(cherroy @ Nov 5 2014, 09:48 AM)
May be need to wait after ex-distribution as currently got 2.2 cents "attraction".

Btw, Atrium disposed one of its properties, (just yesterday news), at 13.5 mil, which is higher than its book value of 8.+ mil, which mean there will be 5.x mil realised gain, which can be distributed in the future to compensate potential reduced in DPU, which may explain why share price holding ground. As 5 mil equivalent to about 4.x cents per share.
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Eh, which property it disposed? Source?
SUSPink Spider
post Nov 5 2014, 09:55 AM

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QUOTE(cherroy @ Nov 5 2014, 09:54 AM)
Now ATRIUM got left only 5 assets...very focused, less one tenant, earnings will koyak. High risk sweat.gif

I'll give it a pass
SUSPink Spider
post Nov 11 2014, 01:25 PM

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What happened to MREITs today?
SUSPink Spider
post Nov 11 2014, 01:39 PM

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QUOTE(felixmask @ Nov 11 2014, 01:36 PM)
which one....? i see mine mall reit normal movement
» Click to show Spoiler - click again to hide... «

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not today only la...2 days, CMMT koyak doh.gif

all my REITs turun
SUSPink Spider
post Nov 11 2014, 01:40 PM

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QUOTE(wankongyew @ Nov 11 2014, 01:37 PM)
Actually what happened to Bursa today? 404 losers vs. 139 gainers, but regional markets are up.
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bolehland low growth

ppl take mani out from safe markets like ours, ready for next week masuk China stocks thru HK drool.gif
SUSPink Spider
post Nov 11 2014, 01:42 PM

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QUOTE(felixmask @ Nov 11 2014, 01:41 PM)
you put "TODAY"

pinky mabuk 2 day..only wake up realize....

Smoke made u awake
*
u really...attack me today laugh.gif
SUSPink Spider
post Nov 11 2014, 01:45 PM

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QUOTE(felixmask @ Nov 11 2014, 01:44 PM)
tips...buy sunreits.
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tak suka tongue.gif
SUSPink Spider
post Nov 13 2014, 09:27 AM

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QUOTE(izwanz @ Nov 12 2014, 08:08 PM)
If I want to buy got people selling or not?
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What kind of question is this doh.gif

In the stock market, there's always buyers and sellers

Question is, who wants to trade more laugh.gif

Seller eager to sell? Seller takes buyer's price
Buyer eager to buy? Buyer takes seller's price
SUSPink Spider
post Nov 17 2014, 09:17 AM

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wodenus, u go die lar

job also not 100% secure

FD also, bank COULD collapse
PIDM COULD collapse

then, EVERYTHING in life is gamble

NOTHING can be termed as cash flow-yielding investment whistling.gif
SUSPink Spider
post Nov 17 2014, 03:38 PM

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Japan recession

US Treasury yield drop below 2.3% again

Expect REITs to have renewed interest brows.gif

Got some ammo to buy more REITs...

CMMT vs QCAPITA? hmm.gif

5.7% net yield vs 6.4% net yield
double digit rental reversion (BUT dragged down by negative reversion for Sungei Wang Plaza) vs single digit rental reversion

This post has been edited by Pink Spider: Nov 17 2014, 03:39 PM
SUSPink Spider
post Nov 17 2014, 03:52 PM

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QUOTE(cherroy @ Nov 17 2014, 03:46 PM)
I don't know the actual stat but Gurney Plaza traffic seems like being affected a little after the new Paragon mall open just adjacent.
As last time, very hard to find parking one on Sunday, mall crowded, now easier, and lesser people in the mall as well.
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Aiks, that's very important piece of info shocking.gif

Maby I should switch some back to IGBREIT...at least MidValley WW3 also won't lack of crowd volume wan laugh.gif sweat.gif
SUSPink Spider
post Nov 17 2014, 04:02 PM

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cherroy, haven't u start recognising a troll?
SUSPink Spider
post Nov 17 2014, 04:32 PM

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QUOTE(cherroy @ Nov 17 2014, 04:30 PM)
Ya, I still prefer Midvalley compared to CMMT portfolio, but IGBreit is still "expensive" and lower yield in comparison.
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I trimmed my holding at 1.22

Mana tau now flied to 1.30++ doh.gif
SUSPink Spider
post Nov 18 2014, 03:49 PM

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CMMT's Sg Wang Plaza in trouble sweat.gif

QUOTE
Sungei Wang Plaza Merchants Association Kuala Lumpur claim some lot able to command RM25,000 per month but now no taker even at RM6,000 to RM10,000 per month. They claim the plaza have few hundred vacant lot (excluding 6th floor), of which, 70%  of vacant lot own by CMMT and the balance of 30% vacant lot own by private individual owner. Sungei Wang Plaza have 600 lots. This seem more severe than AmResearch of -7.3% base on 3rd quarter result.


http://aseantradinglink.blogspot.com/2014/...trust-cmmt.html

This post has been edited by Pink Spider: Nov 18 2014, 03:50 PM
SUSPink Spider
post Nov 18 2014, 04:02 PM

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QUOTE(felixmask @ Nov 18 2014, 03:53 PM)
Pinky boss,

time u to change Qcaptial...have u visit Quill City Mall ?
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I saw banners of this Quill Mall but I dunno where it is blush.gif
SUSPink Spider
post Nov 18 2014, 04:07 PM

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QUOTE(felixmask @ Nov 18 2014, 04:06 PM)
u know chow kit?   hmm.gif How come call ah moi dont know CHOW KIT

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

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ooh ok

But it's not injected into Quill Capita Trust (yet)

So, u positive on QCAPITA? U invested in it already?

This post has been edited by Pink Spider: Nov 18 2014, 04:08 PM
SUSPink Spider
post Nov 19 2014, 09:20 AM

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Can anyone tell me how this KLCC STAPLED group works?

Does it mean that if I buy share of this 5235SS, I will get

Dividends of BOTH
KLCC PROPERTY HOLDINGS BERHAD 3.05 sen single-tier tax exempt
http://www.bursamalaysia.com/market/listed...ents/38289?m=ca
and
KLCC REAL ESTATE INVESTMENT TRUST 5.14 (taxable at 10%)
http://www.bursamalaysia.com/market/listed...ents/38293?m=ca

For November entitlement?

So that I will get RM0.0305 + RM0.0514 x 90%?

Please advise, thanks

This post has been edited by Pink Spider: Nov 19 2014, 09:21 AM
SUSPink Spider
post Nov 19 2014, 09:35 AM

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QUOTE(wil-i-am @ Nov 19 2014, 09:32 AM)
U will get both
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But still...at 6.70, net yield is only 4.8% doh.gif
SUSPink Spider
post Nov 19 2014, 09:41 AM

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QUOTE(felixmask @ Nov 19 2014, 09:38 AM)
KLCCP no beer, pork and entertainment 4u.
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Suria KLCC no sell pork and beer wan meh? blink.gif

CMMT (Sg Wang) and IGB (MidValley) got charsiew rice eat biggrin.gif

This post has been edited by Pink Spider: Nov 19 2014, 09:41 AM
SUSPink Spider
post Nov 19 2014, 09:49 AM

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QUOTE(felixmask @ Nov 19 2014, 09:46 AM)
i dont drink beer.....therefore i dont mind..

do u see pub muschroom at KLCCP like pavillion ? or seeing PORK meat restaurant... hmm.gif

KLCCP is shariah compliance.

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

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I looooooooooooooooooooooooong time no go KLCC already
Non-halal Chinese restaurant also dun hv meh? blink.gif

In fact, MidValley also very long time no go

Nowadays prefer to NSK, 99 Speedmart, Giant or Tesco for fast groceries shopping, free parking, lesser crowd, and can wear singlet+shorts+slipper go like an ahpek, no need to look nice to impress amoi laugh.gif

Clothes shopping? Only once a year around CNY time wink.gif

This post has been edited by Pink Spider: Nov 19 2014, 09:51 AM

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