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M Reits Version 6, Malaysia Real Estate Investment Trust
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holybo
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Aug 15 2014, 02:12 PM
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QUOTE(jasonkwk @ Aug 15 2014, 02:06 PM) For me: Bluechip REIT: UOAREIT, AXREIT, IGBREIT, CMMT, second rank REIT: QUILL, PAVREIT, SUNREIT, HEKTAR No need see REIT: the rest of the REIT not listed. all ranking is arbitrary. No indepth analysis is done, just based on simple calculation and common sense. so I disagree with one REIT above. sunreit may get slightlt above second rank if they exclude hotel.. usually developer release their property for instant cash by converting into reit..
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holybo
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Aug 15 2014, 02:35 PM
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QUOTE(cherroy @ Aug 15 2014, 02:34 PM) It is not that bad as mentioned my post above. But still prefer go to big cap reit, size and diversication does matter in reit. What is the reit you advise to go for? I'm holding sunreit and igbreit only. Hard to find value nowadays, just accumulate cash only
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holybo
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Aug 15 2014, 02:46 PM
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QUOTE(felixmask @ Aug 15 2014, 02:40 PM) you dont hv other stock beside REITS ? I have others. Just I can't find value in other stocks too. Looking for long term 1. Started investment in bull market not a good thing for long term investment right?
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holybo
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Aug 18 2014, 10:25 AM
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QUOTE(Pink Spider @ Aug 18 2014, 10:17 AM) Current net yield about 5.6% Retail has better potential for rental reversion. Though recent rental reversion upsides were capped by increase in expenses. But then again, which REITs are spared from higher expenses? Alright. I go support your CMMT
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holybo
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Sep 10 2014, 12:43 PM
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time to unload some sunreit? nett yield is just about 5%
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holybo
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Sep 10 2014, 04:55 PM
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QUOTE(AVFAN @ Sep 10 2014, 04:48 PM) i stay n watch a while. some very strong buying today, looks like can go up a bit more. but what's the news? higher revenues expected, incr div, yield back to 5.5%? SPM reopen earlier than expected?? not sure whether there is unreleased news. CMMT dividend much more attractive
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holybo
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Nov 4 2014, 08:04 PM
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QUOTE(Pink Spider @ Nov 4 2014, 01:39 PM) MidValley and Gardens should remain strong, go see the traffic (human and cars) and you'll know. Coming developments across the river will make the area even more traffic. U see, the malls u mentioned are mostly Klang Valley. CMMT has malls outside Klang Valley too, Sg Wang is only a small % of its overall portfolio. And once MRT construction is over, I foresee sudden uptick in numbers, it being in Golden Triangle. but but but.... i really dont like sg wang
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holybo
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Nov 5 2014, 07:52 PM
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QUOTE(Pink Spider @ Nov 4 2014, 08:24 PM) Me too Back in the 90s, it's lalabeng and lalamui paradise Now...it's still the same  although it is located in golden triangle, but people are getting lesser throughout the years. especially when you go upstairs. The design of this mall is not good. people hardly to find the shops.
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holybo
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Nov 25 2014, 08:25 PM
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QUOTE(Pink Spider @ Nov 25 2014, 06:21 PM) At first books kena GST, then some bising, they give, but NOT ALL BOOKS. U tell me, how to control? Plenty of loopholes to exploit, difficult and messy to enforce. Same thing happened to medicines. Messy enforcement, tedious compliance. Macamlah they wanna give work to idle Customs officers. Oi, kita Rakyat ada kerja lain ok???  even customs themselve is not clear about GST. Surely a mess after the April fool
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holybo
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Nov 27 2014, 09:48 PM
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QUOTE(Pink Spider @ Nov 27 2014, 09:25 PM) http://www.thestar.com.my/Business/Investi...plan/?style=bizThis post has been edited by holybo: Nov 27 2014, 09:49 PM
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holybo
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Jan 22 2015, 05:54 PM
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QUOTE(Pink Spider @ Jan 22 2015, 05:48 PM) Yeah but... U think pindah office so fun ar? My department recently pindah from adjacent (wall knocked down) units also already headache Imagine turun naik lift...turun naik lori...rearrange filing...  That's why, owner naik rental a bit, kasi dia je lar! true.. hiring movers not cheap.. isn't fun to shift.
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holybo
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Jan 22 2015, 06:03 PM
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QUOTE(Pink Spider @ Jan 22 2015, 05:56 PM) Risk is when businesses/companies start shutting down/downsizing But I think we've not reach that stage of downturn yet lar  sometimes shifting to green building maybe a reason.soon my company will move out from Tropicana's office & Johor Corporation's office
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holybo
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Jan 27 2015, 11:24 AM
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added more igbreit.. hope for a good report
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holybo
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Jan 27 2015, 01:45 PM
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QUOTE(ShinG3e @ Jan 27 2015, 01:22 PM) you added at 1.30?  yea. expecting 4 cents dividend this time
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holybo
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Jan 27 2015, 03:35 PM
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QUOTE(Pink Spider @ Jan 27 2015, 01:47 PM) Sure bo From 3.43 > 3.61 > 3.89 > 4 sen?  base on the profit trend about 10% every year, should be able to achieve
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holybo
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Jan 27 2015, 03:43 PM
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QUOTE(Pink Spider @ Jan 27 2015, 03:35 PM) inherit house but zero cash inherit parents living expenses and (future) medical bills  i do not inherit house, have to bear the high housing cost at the same time inherit parents expenses and medical bills.
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holybo
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Jan 27 2015, 09:01 PM
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QUOTE(Pink Spider @ Jan 27 2015, 05:24 PM) FLAT divvy growth!  where is the 4 cents dividend?
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