Yes. But we don know what is tower reit current occupancy rate.
but i am not worry much as tower reit has low gearing.

I seam to be unable to find the occupancy rate for Pav and Sun REIT on their websites.
Where do you normally refer this to?

Worst case, Hong Leong may privatize

Annual report. I remember pavreit occupancy rate is almost 100%

This post has been edited by darkknight81: Feb 4 2014, 06:23 PM

It will be even better as tower reit net asset per unit is RM 1.83.

Presently trading @ 19% discount to NA

What about the others?
Is tower the best?

D best discount is 40% for Ahp

Valuing REITs based on book value is not really relevant IMHO.

U buy REITs for what? For the dividends. U don't buy a REIT and hope (that the REIT manager) to sell off its assets in open market and realise their fair values.

Thus, dividend valuation is more relevant.

Agreed
Discount is relevant during privatization/termination
AHP2 is a classic case in 2009

today best performers in my portfolio are REITs. well i guess they had dropped enough for the moment, let others follow their tail first.

This is something new. While everyone talks about possibility of OPR increment, Bank Paris talks about possibility of decreasing.

（吉隆坡3日讯）正当大部分经济学家均认为国行会在今年内升息之际，法国巴黎银行（BNP Paribas）则认为国行对经济增长风险感到担忧，若3月时政府未调涨燃油，国行可能会以降息0.25%应对。
国行上周三第16次维持隔夜政策利率（OPR）在3%水平不变，但法国巴黎银行经济学家麥克尼古拉斯认为，国行文告透露出“增长下滑风险渐露”的语调，却对通胀表示乐观。
他在报告中指出，在通胀未过度扩大的情势下，国行将降息力保经济增长。
“国行对外围增长展望不变，但这是建立在先进国增长的信心，区域经济展望则令人担忧，特别是中国经济数据持续疲软。”
他补充，国行也在文告中二度提起“国际金融市场波动”的字眼，此情况或将引领投资导向型增长放缓。

http://www.nanyang.com/node/597020?tid=462

Guys, newbie here to enter Reits, targetting to buy SunReit and PavReit, is it good timing to enter now?

Jus one silly question, normally dividend will be given around April is it? If yes, should wait until the dividend given and price "adjusted" only enter?

Also can.

Paper sharing

Alliance revised their TP for Axreit from 3.77 to 3.43


Attached File(s)
 researchview_Axreit_0214.pdf ( 301.64k ) Number of downloads: 37

7% net yield for FY14...top up?

reit all gone down.

Axreit up 10 cents today

Menara HLA - 99%
HP tower - 80%
Menara ING - 100%

http://www.tower-reit.com.my/files/AnnualReport2012.pdf

profit remain strong.