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M Reits Version 6, Malaysia Real Estate Investment Trust
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SUSPink Spider
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Jan 28 2015, 02:19 PM
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QUOTE(KVReninem @ Jan 28 2015, 02:03 PM) economy bad..wat u expect. with GST and shiiirrringgit..u think ppl hav moolah meh i see most mall r dry in KL...ppl walk walk only. while purchasing is low  Ya, many kaokaochan, moupongchan ppl But F&B resilient U see Tim Ho Wan, Magnum Café?
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SUSPink Spider
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Jan 28 2015, 04:59 PM
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UOAREIT...wait 1.60 tomorrow...still can profit + receive mega divvy
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SUSPink Spider
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Jan 29 2015, 10:15 AM
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UOAREIT...coming soon...1.60...waiting
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SUSPink Spider
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Jan 29 2015, 10:27 AM
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QUOTE(wankongyew @ Jan 29 2015, 10:22 AM) Isn't UOAREIT at 1.60 still kind of expensive based on yield? It would be betting on momentum in my opinion. If u annualise past 12-months divvy of 11 sen gross... RM0.11 x 90% / RM1.60 = 6.19% But bear in mind, now u are buying it with dividend entitlement to go ex next week... Better calculation would be RM0.11 x 90% / (RM1.60 - RM0.055) = 6.43%  In this low yield environment, 6%+ net yield is okay IMHO This post has been edited by Pink Spider: Jan 29 2015, 10:27 AM
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SUSPink Spider
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Jan 29 2015, 12:25 PM
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Something crossed my mind... For those having IGBREIT... Why not hold IGB Corp instead?
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SUSPink Spider
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Jan 29 2015, 12:26 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.  There is a reason why their rent is low...
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SUSPink Spider
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Jan 29 2015, 12:49 PM
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Going forward, Mines may face heightened competition
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SUSPink Spider
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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  . Any expert opinion on it? i know arreit got selayang mall, how far do you think that mall is heavily crowded? arrEIT PUNYA EARNIGNS VERRY ERRATIC WA TAK SUKA
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SUSPink Spider
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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 DiGi tu FD stock U sendiri see ARREIT punya historical financial performance la
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SUSPink Spider
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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
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