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M Reits Version 6, Malaysia Real Estate Investment Trust
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felixmask
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 Jun 9 2014, 08:42 AM
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QUOTE(wil-i-am @ Jun 6 2014, 06:30 PM) Glad to c KLCC up 15 cents to 6.60 today Its inclusion into FBM KLCI really helps  There a good and bad. Good KLCC in FBM KLCI - is main attractive for Fund Manger which hv objective invest in FBM KLCI index - KLCC will hold a high valuation during good time and moving forward. - vise verse KLCC - opportunity for cheap sale KLCC Bad KLCC in FBM KLCI - more volatile for Fund manager to dump when Financial Crisis in the region. - MGS 10yr Yield go up KLCC will surpress- indrect RED FBM KLCI. juz my 2sen....  |
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felixmask
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Jun 9 2014, 08:43 AM
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QUOTE(omgimnoob @ Jun 8 2014, 11:24 AM) Sunreits going up is due to the expectation of investors on the revenue to be generated from the near completion Sunway Putra Mall. Sunway said that they will renovate the Sunway Putra mall area to be as equivalent elegant as Sunway Pyramid. Upside opportunity is there. Sunway Putra mall will have rental yields because there is a lot of functions organised in PWTC and it is nearby PWTC. A strategic location for Sunreit to invest, and a wise choice for others to buy their reits. Just my opinion, don't take it too seriously. got picture? hardly for me to pass by PWTC. Good news for mine wife ; waiting rumor of BNM will rasie OPR this july. Saving Bullet for BUY BUY after JULY. This post has been edited by felixmask: Jun 9 2014, 08:45 AM |
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felixmask
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Jun 10 2014, 08:19 AM
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QUOTE(cherroy @ Jun 9 2014, 09:57 PM) Actually it is positive for both. 1. Index fund managers need to buy, so there is always some buying force. 2. Lot of fund managers in the stock, provide good liquidity Even for crash issue, yes, stocks that with lot of fund manager may drop more quickly than a low volume stocks when crisis hit, but if look at the other way, it provides opportunity to accumulate.  I agree. book KLCC in 555, potential revive very fast when ppl dumb. |
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felixmask
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Jun 24 2014, 06:11 PM
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QUOTE(wankongyew @ Jun 23 2014, 12:43 PM) Huge volume in IGBREIT today? What's up? big fund come waiting for juice dividend. |
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felixmask
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Jul 4 2014, 10:37 AM
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QUOTE(siew14 @ Jul 4 2014, 03:19 AM) hello, do you all know how to calculate the average rental psf, for mid valley for example? i dont hv latsest IB report on this matter of reits...but hope this one can help. GOOGLE "CIMB EQUITY RESEARCH REIT 19/07/2012" page 10 |
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felixmask
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Jul 4 2014, 01:08 PM
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QUOTE(siew14 @ Jul 4 2014, 12:11 PM) hi felix, thanks! so only the analyst in research house is capable to come out with this figure ? I thought we as retail investor can get it from annual/quarterly report.  We can do ourself.At individual Reits Annual Report. |
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felixmask
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Jul 8 2014, 01:07 PM
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QUOTE(elea88 @ Jul 8 2014, 12:55 PM) i sold half yesterday ..3.40. trimming my REITS holdings. Whats the news on axreit? rumor SIME Darby interest buy independent REITS..and inject their asset inside. |
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felixmask
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Jul 16 2014, 05:41 PM
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QUOTE(Pink Spider @ Jul 16 2014, 05:33 PM) UOAREIT announced results...more or less stagnant http://www.bursamalaysia.com/market/listed...cements/16857535.27 sen divvy declared http://www.bursamalaysia.com/market/listed...ents/35345?m=caTranslating to about 6.9% p.a. net yield as at closing price of 1.38 Pink Spider, Where is your siggy stock portfolio ? you remove  |
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felixmask
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Jul 16 2014, 05:53 PM
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QUOTE(Pink Spider @ Jul 16 2014, 05:51 PM) it attracts stalkers  10%? Mad ar I hope to have like, 3-4% annual growth lor, to keep with with inflation  they cant rob u.....  Sharing is Caring. |
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felixmask
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Jul 18 2014, 04:43 PM
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QUOTE(fkinmeng @ Jul 18 2014, 04:29 PM) actually what is the good point of buying reits? since after dividend price will drop. check the factor %dividend yield. always tandem with MGS 10year yield. 1) when MGS 10year yield go up, MReit will drop so that the Mreit yield is above th MGS 10year yield. Ditto when vice verse... The most important you happy the % yield. |
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felixmask
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Jul 18 2014, 04:45 PM
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QUOTE(siew14 @ Jul 18 2014, 04:43 PM) thanks felix!!! now i know what happen to my calculation, i forgot to divide it by 12, to monthly rate.. lol.. dont thanks me.. i lazy man dont do own calculation. I only depend on other ppl or Ib analysis report share; then i made verification and justification. This post has been edited by felixmask: Jul 18 2014, 04:46 PM |
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felixmask
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Jul 18 2014, 06:34 PM
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QUOTE(wil-i-am @ Jul 18 2014, 06:02 PM) GOLDIS takeover IGB @ 2.88/share Dunno whether tis will trigger MGO for IGBReit? » Click to show Spoiler - click again to hide... «
Goldis, IGB suspended for corporate exercise
KUALA LUMPUR: Trading in the securities of Goldis Bhd and IGB Bhd has been suspended on Friday for the release of a corporate exercise.
Goldis said on Thursday it would be proposing a corporate exercise which would result in "Goldis making a very material announcement".
"Therefore, the company has requested for the suspension of the trading of Goldis' shares until the full details of the proposal are available," it said.
Both Goldis and IGB have common shareholders in the Tan family which is the major shareholder in both companies.
In late June, Goldis denied a weekly news report entitled "Tan family mulls takeover bid for Goldis".
Goldis had then stated in a letter to Bursa Malaysia Securities that it had not received any takeover notice and the company was not aware of any potential takeover offer.
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felixmask
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Jul 21 2014, 02:51 PM
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QUOTE(fkinmeng @ Jul 21 2014, 02:29 PM) any other good reits other than UOA? |
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felixmask
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Jul 21 2014, 03:10 PM
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QUOTE(fkinmeng @ Jul 21 2014, 02:54 PM) seems like uoa is the best. |
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felixmask
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Jul 22 2014, 01:51 PM
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QUOTE(ZeaXG @ Jul 22 2014, 01:46 PM) 5111 dropped 5 sen today, may drop even more. Gonna wait a little longer then buy some more  FYI Menara ING has vacant - AIA has completion merge exING business. |
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felixmask
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Jul 22 2014, 08:20 PM
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QUOTE(siew14 @ Jul 22 2014, 08:05 PM) hello, based on that statement, whats the net div we will received after deduct the withholding tax. Taxable income = 4.00 sen After deduct 10% = 4.00 sen - 0.4sen = 3.6 sen Tax Empted = 0.10 sen Total Div received = 3.6 sen + 0.10 sen = 3.7 sen (net div) |
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felixmask
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Jul 25 2014, 06:39 PM
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QUOTE(Pink Spider @ Jul 25 2014, 06:02 PM) Latest bi-annual divvy 3.89 sen gross do a simple math... 3.89 x 90% = 3.5 sen net yield So, 7 sen per annum net divvy What is your min required yield? Mine 5% So, I'd dump ALL at 1.40 too  Count me TOO.. |
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felixmask
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Jul 30 2014, 10:40 AM
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QUOTE(cherroy @ Jul 30 2014, 10:35 AM) It won't continue to go up non-stop without earning improvement further. For me, I will dump reit when its yield no longer attractive. if you dump reit...put in CASH and FD ? |
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felixmask
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Aug 5 2014, 05:19 PM
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QUOTE(Pink Spider @ Aug 5 2014, 04:24 PM) I think the price/yield premium commanded by IGBREIT tells u everything  got time to do? |
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felixmask
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Aug 14 2014, 09:54 AM
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QUOTE(holybo @ Aug 13 2014, 08:16 PM) sudden surge in REIT buying interest? IGBreits juz pass the Ex-Date..but the stock climb out, suppose shld down.adjuzt the divd. My conclusion someone buying spree. |
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