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 M Reits Version 6, Malaysia Real Estate Investment Trust

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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
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
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
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?
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
*
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.
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
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Why not wait further? I'm not too confident with Amanahraya's management
SUSPink Spider
post Dec 21 2014, 11:32 AM

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QUOTE(cherroy @ Dec 21 2014, 11:10 AM)
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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How long have their property at Semantan been vacant?

I don't have the historical data.

Let's say, building A has been vacant for past 3 years. So, no rental income.

But revenue and earnings for those 3 years were erratic, so the problem is not only with building A.

Got what I mean?
SUSPink Spider
post Dec 24 2014, 09:25 AM

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yea...what happened to PAVREIT sweat.gif
SUSPink Spider
post Dec 24 2014, 09:27 AM

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QUOTE(elea88 @ Dec 24 2014, 09:26 AM)
some lucky buy 1.36.. and some accidently sell? coz only 1 time transaction.
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Yeah, most likely. Now Buy bid at 1.40 Sell bid at 1.45...more normal sweat.gif
SUSPink Spider
post Dec 29 2014, 06:03 PM

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For those who held firm with TWRREIT biggrin.gif
http://www.theedgemarkets.com/my/article/t...oost-nav-unit-5

http://www.bursamalaysia.com/market/listed...cements/1838509

This post has been edited by Pink Spider: Dec 29 2014, 06:04 PM
SUSPink Spider
post Dec 29 2014, 09:29 PM

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QUOTE(wil-i-am @ Dec 29 2014, 09:27 PM)
Didn't specify how to utilize proceeds
*
Bumper dividend? brows.gif
SUSPink Spider
post Dec 30 2014, 01:32 PM

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Repay borrowings.

Cash out/reduce
Borrowings reduce

Means

Reduce asset
Reduce liabilities

Negligible impact to Net Asset Value.

As for earnings, borrowings cost will be reduced.

That calculation above is incorrect.
SUSPink Spider
post Dec 30 2014, 01:49 PM

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QUOTE(loongloong @ Dec 30 2014, 01:47 PM)
Negligible or not still dependent on the revaluation of the property before disposing of.
If the value (after revaluation) is close enough to the disposal price yes then it's negligible.
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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
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
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?
*

u go Kwan Yim temple and ask the deity? laugh.gif
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
SUSPink Spider
post Jan 4 2015, 08:15 PM

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QUOTE(CP88 @ Jan 4 2015, 07:41 PM)
Time to load in some?  brows.gif  brows.gif

Pink Spider might be interested as well.  laugh.gif
*
Enough liao la tongue.gif
SUSPink Spider
post Jan 5 2015, 01:52 PM

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No, most of the times not the whole dividend is taxable

u gotta read the details (see how much is taxable at 10%, how much is exempt)
SUSPink Spider
post Jan 5 2015, 04:30 PM

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QUOTE(diepalak @ Jan 5 2015, 04:19 PM)
where can i get the details?
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The details on EACH announcement

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