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 M Reits Version 6, Malaysia Real Estate Investment Trust

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SUSPink Spider
post Jan 29 2015, 12:49 PM

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Going forward, Mines may face heightened competition
elea88
post Jan 29 2015, 12:50 PM

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QUOTE(gark @ Jan 29 2015, 12:48 PM)
Nope never went there.. but you can see that CMMT have increased rental by 20-30% after take over... brows.gif

Whatever they did, must be a good job.  tongue.gif

Mines also have increased rental rates, except for SG wang which has reducing rental...  mad.gif

But somehow I have confidence in the manager, capital malls Asia, which is managing like 50+ malls around the world.  thumbup.gif
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east coast mall.. not much COMPETITIVE surrounding malls unlike in KL.
gark
post Jan 29 2015, 12:53 PM

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QUOTE(Pink Spider @ Jan 29 2015, 12:49 PM)
Going forward, Mines may face heightened competition
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Sometimes it depends on the experience of the manager.. nod.gif

Here is a list of the malls managed by capital malls asia.. rclxms.gif

Not fly by night operators, yo tongue.gif

http://www.capitamallsasia.com/-/media/Fil...fProperties.pdf

This post has been edited by gark: Jan 29 2015, 12:56 PM
felixmask
post Jan 29 2015, 01:05 PM

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QUOTE(gark @ Jan 29 2015, 12:53 PM)
Sometimes it depends on the experience of the manager.. nod.gif

Here is a list of the malls managed by capital malls asia..  rclxms.gif

Not fly by night operators, yo  tongue.gif

http://www.capitamallsasia.com/-/media/Fil...fProperties.pdf
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Do you invest SGX CMMT ?
gark
post Jan 29 2015, 01:09 PM

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QUOTE(felixmask @ Jan 29 2015, 01:05 PM)
Do you invest SGX CMMT ?
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Nope yield too low.. tongue.gif
davidcch07
post Jan 29 2015, 01:15 PM

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QUOTE(gark @ Jan 29 2015, 01:48 PM)
Nope never went there.. but you can see that CMMT have increased rental by 20-30% after take over... brows.gif

Whatever they did, must be a good job.  tongue.gif

Mines also have increased rental rates, except for SG wang which has reducing rental...  mad.gif

But somehow I have confidence in the manager, capital malls Asia, which is managing like 50+ malls around the world.  thumbup.gif
*
agreed with you Sifu Gark....

CMT in SG is more powerful .... West / north / east /south also have their mall biggrin.gif

too bad the div yield is low compare to others. yawn.gif
elea88
post Jan 29 2015, 03:08 PM

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QUOTE(gark @ Jan 29 2015, 10:59 AM)
CMMT take over tropicana mall.. looks ok to me, purchase price is 7.2% yield.. based on current rental of RM 6.7 psf. 1Utama and Pyramid is renting at >RM 10 psf.

Potential to increase income after 2 years when the current rentals expired.  laugh.gif  laugh.gif
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price drop to 1.49. 1.48 now coming....
gark
post Jan 29 2015, 03:23 PM

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QUOTE(elea88 @ Jan 29 2015, 03:08 PM)
price drop to 1.49. 1.48 now coming....
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Nah.. not worried, my entry price is 1.3x.. tongue.gif

If they drop to that level, means time to load up more. thumbup.gif
azxel
post Jan 29 2015, 03:49 PM

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QUOTE(gark @ Jan 29 2015, 12:48 PM)
Nope never went there.. but you can see that CMMT have increased rental by 20-30% after take over... brows.gif

Whatever they did, must be a good job.  tongue.gif

Mines also have increased rental rates, except for SG wang which has reducing rental...  mad.gif

But somehow I have confidence in the manager, capital malls Asia, which is managing like 50+ malls around the world.  thumbup.gif
*
In Asia only... not "around the world"
CMA, now fully owned by CapitaLand does have properties which they manage around the world but not retail. smile.gif

CMMT and most of the REITs can invest one.
nightzstar
post Jan 30 2015, 04:12 PM

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QUOTE(Pink Spider @ Jan 27 2015, 05:10 PM)
900 shares or LOTS drool.gif
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share la, LOTS only for richfags, i put on hold first. price not ngam..


btw, wat you think of Arreit, divvy yield 7 percent woh, but since it is gomen related, i am afraid to invest it in, later be like 1mdb ma cham sweat.gif . Any expert opinion on it? i know arreit got selayang mall, how far do you think that mall is heavily crowded?
SUSPink Spider
post Jan 30 2015, 04:33 PM

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QUOTE(nightzstar @ Jan 30 2015, 04:12 PM)
share la, LOTS only for richfags, i put on hold first. price not ngam..
btw, wat you think of Arreit, divvy yield 7 percent woh, but since it is gomen related, i am afraid to invest it in, later be like 1mdb ma cham sweat.gif . Any expert opinion on it? i know arreit got selayang mall, how far do you think that mall is heavily crowded?
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arrEIT PUNYA EARNIGNS VERRY ERRATIC

WA TAK SUKA doh.gif
nightzstar
post Jan 30 2015, 04:37 PM

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QUOTE(Pink Spider @ Jan 30 2015, 04:33 PM)
arrEIT PUNYA EARNIGNS VERRY ERRATIC

WA TAK SUKA doh.gif
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lol, mind to share the reason? eh no jual digi ka? divvy yield 4 percent nia
SUSPink Spider
post Jan 30 2015, 04:45 PM

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QUOTE(nightzstar @ Jan 30 2015, 04:37 PM)
lol, mind to share the reason? eh no jual digi ka? divvy yield 4 percent nia
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DiGi tu FD stock tongue.gif

U sendiri see ARREIT punya historical financial performance la
nightzstar
post Jan 30 2015, 04:46 PM

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QUOTE(Pink Spider @ Jan 30 2015, 04:45 PM)
DiGi tu FD stock tongue.gif

U sendiri see ARREIT punya historical financial performance la
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okok, lol for now keeping axisreit & igbreit only. i wait time to sell this Arreit vmad.gif
lonelywalker
post Jan 30 2015, 04:53 PM

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IGB now pricing above average although those report said it should be higher price ~,~

don't know want to top up or not.
tschin1981
post Jan 30 2015, 05:53 PM

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Public bank research put target price for IGB Corp (not IGB REIT) quite high, outlook looks good.

Any opinion how accurate will it be ?


Attached File(s)
Attached File  PB_Stock_IGB_EN_20150129.pdf ( 308.92k ) Number of downloads: 16
SUSPink Spider
post Jan 30 2015, 06:07 PM

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QUOTE(tschin1981 @ Jan 30 2015, 05:53 PM)
Public bank research put target price for IGB Corp (not IGB REIT) quite high, outlook looks good.

Any opinion how accurate will it be ?
*
they've been bullish on IGB Corp for eternity biggrin.gif
funnybone
post Jan 30 2015, 07:32 PM

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I'm still pumping in AMREIT..... brows.gif
smartly
post Feb 1 2015, 02:57 PM

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New thread --> https://forum.lowyat.net/topic/3487044
nexona88
post Feb 1 2015, 03:42 PM

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QUOTE(smartly @ Feb 1 2015, 02:57 PM)
New thread --> https://forum.lowyat.net/topic/3487044
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LYN forum thread can support beyond 2500 post counts thus, in future there will no need for new ver. Mreit thread icon_rolleyes.gif
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