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 M Reits Version 6, Malaysia Real Estate Investment Trust

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AVFAN
post Jul 17 2014, 04:15 PM

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QUOTE(Pink Spider @ Jul 17 2014, 04:11 PM)
Like I've said, if you've been holding and enjoying the divvies, IF u really need to sell to raise cash, just rugi 1 tick/1 sen and take the Buyer's price lor biggrin.gif
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right, small volumes, ok.

but have seen days with zero volume, whole day buy-sell 2-3 ticks apart!!

i will sell more of the mall reits before i sell this one!

AVFAN
post Jul 23 2014, 10:54 AM

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QUOTE(Pink Spider @ Jul 23 2014, 09:52 AM)
UOA yield way higher...KL prime location offices, what not to like? blush.gif
Also declare divvy this month ma
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good move, imo.

of the 8 reits i invested in since 2 yrs ago, axis n uoa have been the best performers - axis for strong capital appr; uoa for stable price-high yield.

can't say the same for the rest. dumped worst performers igb and ytl, bsd no more.

now keeping 5 only, happy enough. smile.gif



AVFAN
post Jul 24 2014, 10:37 AM

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QUOTE(Pink Spider @ Jul 24 2014, 09:35 AM)
UOA woke up already rclxms.gif
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i hope so.

in the last 2 yrs, it has never crossed over 1.44 and never gone below 1.35!

i actually think this is what a good reit should be - stable and narrow price range, >7% yield.
AVFAN
post Jul 24 2014, 10:52 AM

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QUOTE(Pink Spider @ Jul 24 2014, 10:41 AM)
The worst...AmFirst? See the 5-year chart...scary sweat.gif
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i never got into this one... but yes, a fren's been moaning and groaning about it!
AVFAN
post Jul 30 2014, 11:00 AM

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QUOTE(wankongyew @ Jul 30 2014, 10:15 AM)
UOAREIT keeps going up too. At what point should I forget about the dividend and just sell it?
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uoa - unless my memory fails me, price has never breached 1.45 in the last 2 yrs.

so, ok to sell now at 1.44 as it is likely to return to 1.40-1.41 or so ex-div.

but then, this uoa is still giving good yield and consistently, why sell it unless u hv something better in mind...?
AVFAN
post Sep 5 2014, 11:03 AM

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QUOTE(davinz18 @ Sep 4 2014, 06:32 PM)
EPF buys 5% stake in UOA REIT

The Employees Provident Fund Board (EPF) has emerged as a substantial shareholder of UOA Real Estate Investment Trust (UOA REIT), after buying some 21.21 million shares or a 5.01% direct stake in the latter.

In a filing with Bursa Malaysia today, UOA REIT said the transaction was made in the open market on Tuesday (Sept 02).
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nice effect. last 1.5 yrs, always around 1.38-1.39. now 1.43-1.44.

if epf n others continue to buy, 1.50 with 7% yield is very possible.
AVFAN
post Sep 5 2014, 06:05 PM

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QUOTE(jasonkwk @ Sep 5 2014, 01:56 PM)
damn EPF, wanted to buy UOAREIT at lower price, but keep pushing up the price.
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like i said, it's been 1.38-1.39 for last 18 months. where were u?!
AVFAN
post Sep 10 2014, 10:24 AM

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nice to see sunreit back to 1.50. smile.gif
AVFAN
post Sep 10 2014, 04:48 PM

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QUOTE(holybo @ Sep 10 2014, 12:43 PM)
time to unload some sunreit? nett yield is just about 5%
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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%?
AVFAN
post Sep 12 2014, 09:11 PM

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QUOTE(holybo @ Sep 10 2014, 04:55 PM)
SPM reopen earlier than expected?? not sure whether there is unreleased news. CMMT dividend much more attractive
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1.52!

wait 1.55, sell some... smile.gif
AVFAN
post Sep 19 2014, 11:57 AM

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sunreit touching 1.55.

AVFAN
post Sep 22 2014, 04:09 PM

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Sunway, Sunreit... positive news:


QUOTE
Sunway Bhd - Special DPS spin-off from IPO
Sunway's proposal to relist its construction arm was a positive surprise. While
the listing exercise would further unlock value, the main appeal is the potential
special cash dividend distributable to existing Sunway shareholders. We
estimate a base-case of 20-30 sen/share, which translates to an attractive yield
of 6-9% excluding normal dividends. This will materialise in FY15 given the IPO
timing of 2Q15. We estimate a 5-6% dilution to FY15-16 EPS arising from the
almost halved stake in the list-co, but dilution to RNAV is largely offset by the
proceeds raised. We raise our RNAV-based target price as we update for
SunReit's market cap and land values (still based on a 20% discount). Maintain
Add. The special cash dividend is the key catalyst.

AVFAN
post Sep 22 2014, 07:37 PM

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QUOTE(wil-i-am @ Sep 22 2014, 07:06 PM)
Mind to xplain how will d special distribution benefit Sunreit holders?
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i can't, wait for further expert analysis n announcement, i guess.

but... we already see price rise.. positive, no?
AVFAN
post Sep 24 2014, 07:00 PM

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QUOTE(bennike129 @ Sep 24 2014, 05:10 PM)
whats up with PAVREIT @@
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yep, looking good. wink.gif

uoa, axis, sunreit, ytl, igb, now pav... all up

only amanahraya managed to stay at 89 sen! sad.gif

most reit pirces moving up now... maybe expectation bnm will not raise rates for a long time...?

AVFAN
post Sep 25 2014, 05:57 PM

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QUOTE(elea88 @ Sep 25 2014, 10:10 AM)
Bought 18 jul 2013 at 1.40
Bought 27 aug 2013 at 1.25
bought 20 JAN 2014 at 1.30

sold some on 21 Feb 2014 1.36
Sold half 24 sept 2014 1.45

Already key in to buy back for 1.40.
If go higher will be selling off bal....
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this is trading ler...!

i always fail with this strategy - everytime i did that, the price either stays above buy price or below sell price for a long time... biggrin.gif

so, i stopped doing that. either sell all or sell nothing.
AVFAN
post Oct 21 2014, 04:33 PM

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sunreit and axreit flying today! biggrin.gif

AVFAN
post Nov 4 2014, 10:36 AM

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QUOTE(wodenus @ Nov 3 2014, 02:11 PM)
Cool.. but you should, because NAV should include all costs involved in realizing your gains/losses.
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QUOTE(ShinG3e @ Nov 3 2014, 03:15 PM)
using excelsheet to keep track?
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can... i hv my own worksheet with orig cost, transaction costs, fx effects, current sell price, incl dividends and bonus/rights shares. can make it as complicated as u want!

for quick assessment, i think most trading platforms offer a "portfolio analysis" at the click of a mouse - a simple buy sell calc, where u stand today in terms of %, $... w/o transaction costs, w/o fx effects - becos they already have and keeing all that info.

This post has been edited by AVFAN: Nov 4 2014, 10:38 AM
AVFAN
post Dec 9 2014, 01:18 AM

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crude price still in free fall - now usd 63.5. commodities prices same trend. might go lower into next year, so say most reports.

below foreign analysts' view how this will affect trade balance, bonds, rm... almost forgone conclusion about mgs yields and local reit prices in near future...


QUOTE
http://drdzul.com/2014/12/02/oil-price-dro...that-ya-please/

Falling oil prices could also hurt the ringgit.

Nomura’s Paracuelles said he has had a very cautious view of the Malaysian currency in recent months. “As a lot of foreign investors have exposure to the ringgit, and overseas investors make more than 50% of the total bond holders, I believe Malaysian policymakers will tread very carefully,” he said. “In an environment where the US Federal Reserve (Fed) is looking to normalise interest rates and the US dollar is strengthening, things could be bad for flows that are interest-rate sensitive,” the Nomura economist said. “Falling oil prices mean Malaysia’s current account surplus narrows further, and therefore there is a smaller buffer to counter capital outflows particularly if the Fed moves earlier than anticipated.”

Weaker yen and quantitative easing in Japan are also playing major roles in Malaysia because Japan is a big importer of Malaysian commodities as well as other goods. Weaker yen makes it more expensive for Japan to buy those goods so there would be more pressure on the ringgit,” he argued.

AVFAN
post Dec 9 2014, 09:36 AM

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QUOTE(Pink Spider @ Dec 9 2014, 08:26 AM)
So...u selling your REITs?
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been selling since a couple of months ago.
given latest development, will sell more.

we hv been saying trade surplus drive mgs yields which then drive reit prices and that is true.
now we see that happening, things not looking good, incl the rm.
i sell down now, wait 6-12 months, maybe go back in.

AVFAN
post Dec 9 2014, 09:42 AM

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QUOTE(Pink Spider @ Dec 9 2014, 09:38 AM)
Mind sharing what REITs u have (and considered selling)?

I have

ALAQAR
CMMT
IGBREIT
QCAPITA
UOAREIT

Considering to sell CMMT...Sg Wang not looking good at all.

ALAQAR and IGBREIT earnings and divvy should be resilient...I think
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i got out of igb and ytl months ago.
sold all arreit last week.
selling down uoa, axis, pav, sunreit since last week.
don't hv any other.

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