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 M Reits Version 6, Malaysia Real Estate Investment Trust

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yok70
post Mar 2 2014, 08:25 PM

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QUOTE(gark @ Mar 1 2014, 10:09 AM)
No, it is due to the paying price for the factory, which is too high, so they now have negative evaluation. In the future they will have a very hard time to rent out the building again unless they modify heavily to suit the new tenant, because a different tenant will have different requirements. Modification cost will indirectly affect the cashflow of the REIT.

This is the No 1 risk of industrial REITS if they change tenant.
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I see. Thanks for the info. notworthy.gif
500Kmission
post Mar 2 2014, 09:46 PM

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QUOTE(moosset @ Mar 2 2014, 06:54 PM)
guys, what is your REITs to FD ratio??
I wonder if I should move some FDs to REITs.
Is this the lowest risk equity in the stock market?
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To me, bluechip share as public bank is lower risk than REIT share.
bullchips
post Mar 3 2014, 04:09 AM

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QUOTE(moosset @ Mar 2 2014, 06:54 PM)
guys, what is your REITs to FD ratio??
I wonder if I should move some FDs to REITs.
Is this the lowest risk equity in the stock market?
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Is it wise for anyone to have FD when the rates are below that of inflation ? You are just lending your money to the banks for them to make mega bucks in exchange for peanut rates. vmad.gif mad.gif

RM100K today, 10 years later or 100 years on will still remain RM100K. By itself, it is not productive and cannot generate wealth. But it's value will be greatly reduced by inflation and the QE necessary to keep the financial system afloat.

Whatever money should be converted to productive assets like stocks, property/land etc that can generate wealth. Use such assets to establish facilities from the banks for cash flow or convenience purposes. What is important here is not hard cash but access to cash.

Money in the banks is not without risks. In the event of a catastropic financial failure, the guarantee to our money in the banks could be worthless. The company insuring your money may also collapse. But you can still grow your own food and survive on your land.

Stocks are only risky if you treat the stock exchange as a casino and gamble blindly. Shares of good companies can outlast wars and many economic crises. Imagine if your great great grandfather had invested RM100K in a good company like Nestle CH since it's inception. It has gone through 2 World Wars and numerous world economic crises but it keep growing in value . . . meaning the investment can generate enough wealth to keep you and your great great grandchildren above financial needs without lifting a finger to work. drool.gif drool.gif

So now you need to identify the good stocks to invest. You need to think like a businessman with good foresight.
Is Nestle more risky than REITS ? What about LPI ? Why are you not interested in Padini, Carlsberg and blah blah etc. Is risk your only criteria for investments ? Not interested in capital growth? Is your money for investment earmarked for anything within the next 2/3 years ? Would you buy/sell based on what XYZ analyst/media says?? and ETC.

How successful your investments are depends on how you approach questions like the above . . .

Cheers and good luck. icon_rolleyes.gif thumbup.gif
value_investor
post Mar 3 2014, 09:34 AM

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QUOTE(bullchips @ Mar 3 2014, 04:09 AM)
Is it wise for anyone to have FD when the rates are below that of inflation ? You are just lending your money to the banks for them to make mega bucks in exchange for peanut rates. vmad.gif  mad.gif

RM100K today, 10 years later or 100 years on will still remain RM100K. By itself, it is not productive and cannot generate wealth. But it's value will be greatly reduced by inflation and the QE necessary to keep the financial system afloat.

Whatever money should be converted to productive assets like stocks, property/land etc that can generate wealth. Use such assets to establish facilities from the banks for cash flow or convenience purposes. What is important here is not hard cash but access to cash.

Money in the banks is not without risks. In the event of a catastropic financial failure, the guarantee to our money in the banks could be worthless. The company insuring your money may also collapse. But you can still grow your own food and survive on your land.

Stocks are only risky if you treat the stock exchange as a casino and gamble blindly. Shares of good companies can outlast wars and many economic crises. Imagine if your great great grandfather had invested RM100K in a good company like Nestle CH since it's inception. It has gone through 2 World Wars and numerous world economic crises but it keep growing in value . . . meaning the investment can generate enough wealth to keep you and your great great grandchildren above financial needs without lifting a finger to work. drool.gif  drool.gif

So now you need to identify the good stocks to invest. You need to think like a businessman with good foresight.
Is Nestle more risky than REITS ? What about LPI ? Why are you not interested in Padini, Carlsberg and blah blah etc. Is risk your only criteria for investments ? Not interested in capital growth? Is your money for investment earmarked for anything within the next 2/3 years ? Would you buy/sell based on what XYZ analyst/media says?? and ETC.

How successful your investments are depends on how you approach questions like the above . . .

Cheers and good luck. icon_rolleyes.gif  thumbup.gif
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Very well said!
river.sand
post Mar 3 2014, 09:41 AM

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QUOTE(bullchips @ Mar 3 2014, 04:09 AM)
» Click to show Spoiler - click again to hide... «
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From Warren Buffett...

The riskiness of an investment is not measured by beta (a Wall Street term encompassing volatility and often used in measuring risk) but rather by the probability -- the reasoned probability -- of that investment causing its owner a loss of purchasing power over his contemplated holding period. Assets can fluctuate greatly in price and not be risky as long as they are reasonably certain to deliver increased purchasing power over their holding period. And... a nonfluctuating asset can be laden with risk.

wil-i-am
post Mar 3 2014, 02:07 PM

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Klcc tank 21 cents to 5.94 now
High beta Reit for trading purpose
yok70
post Mar 3 2014, 02:37 PM

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QUOTE(river.sand @ Mar 3 2014, 09:41 AM)
From Warren Buffett...

The riskiness of an investment is not measured by beta (a Wall Street term encompassing volatility and often used in measuring risk) but rather by the probability -- the reasoned probability -- of that investment causing its owner a loss of purchasing power over his contemplated holding period. Assets can fluctuate greatly in price and not be risky as long as they are reasonably certain to deliver increased purchasing power over their holding period. And... a nonfluctuating asset can be laden with risk.
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good one. thumbup.gif
moosset
post Mar 3 2014, 07:28 PM

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wah ... CMMT increased so much over the weeks. sad.gif

I sold mine too early, only profited RM0.05 per share. Should have waited until this week. Could have gotten RM 0.12 per share. cry.gif
AVFAN
post Mar 3 2014, 07:56 PM

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us bonds have dipped near 2.6% due to crisis in ukraine.

if reits are indeed proxies to bonds, maybe we shud see some uptick soon...?


This post has been edited by AVFAN: Mar 4 2014, 02:02 AM
moosset
post Mar 3 2014, 07:58 PM

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QUOTE(bullchips @ Mar 3 2014, 04:09 AM)
» Click to show Spoiler - click again to hide... «

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I see. Thanks!! thumbup.gif
foofoosasa
post Mar 3 2014, 08:15 PM

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QUOTE(moosset @ Mar 3 2014, 07:28 PM)
wah ... CMMT increased so much over the weeks. sad.gif

I sold mine too early, only profited RM0.05 per share. Should have waited until this week. Could have gotten RM 0.12 per share. cry.gif
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REITS trader ? tongue.gif
500Kmission
post Mar 3 2014, 08:25 PM

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QUOTE(moosset @ Mar 3 2014, 07:28 PM)
wah ... CMMT increased so much over the weeks. sad.gif

I sold mine too early, only profited RM0.05 per share. Should have waited until this week. Could have gotten RM 0.12 per share. cry.gif
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nothing is too late. Maybe later you may say I regret not to keep it which increase back to april 2013 price.
pisces88
post Mar 3 2014, 11:34 PM

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is silverbird factory still tenanted?
ronnie
post Mar 4 2014, 12:02 AM

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QUOTE(pisces88 @ Mar 3 2014, 11:34 PM)
is silverbird factory still tenanted?
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Yes by Silverbird (now known as High-5)
pisces88
post Mar 4 2014, 08:54 AM

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QUOTE(ronnie @ Mar 4 2014, 12:02 AM)
Yes by Silverbird (now known as High-5)
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i see.. thanks smile.gif
gark
post Mar 4 2014, 10:00 AM

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QUOTE(pisces88 @ Mar 4 2014, 08:54 AM)
i see.. thanksĀ  smile.gif
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But not paying rent... whistling.gif Since under PN17...

Now hutang first... wink.gif

This post has been edited by gark: Mar 4 2014, 10:02 AM
Smurfs
post Mar 4 2014, 12:15 PM

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wow YTL reit below 0.90
pisces88
post Mar 4 2014, 12:49 PM

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QUOTE(gark @ Mar 4 2014, 10:00 AM)
But not paying rent...  whistling.gif Since under PN17...

Now hutang first... wink.gif
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So long already still hutang... hmm.gif
gark
post Mar 4 2014, 12:59 PM

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QUOTE(pisces88 @ Mar 4 2014, 12:49 PM)
So long already still hutang...  hmm.gif
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Until they get out of jail from _PN17 then only can pay hutang... wink.gif
masknme
post Mar 4 2014, 01:53 PM

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my twrreit done 1.40 yesterday....

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