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 M Reits Version 6, Malaysia Real Estate Investment Trust

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SUSPink Spider
post Feb 3 2014, 06:51 PM

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QUOTE(davinz18 @ Feb 3 2014, 05:17 PM)
yes, but can't be below 5% sweat.gif 
(FYI 2012 div 6.15%)
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not CAN'T, but RARE below 5% wink.gif
SUSPink Spider
post Feb 4 2014, 11:36 AM

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Today everything in my portfolio datang haid except for Axis which goes ex sweat.gif
SUSPink Spider
post Feb 4 2014, 09:18 PM

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QUOTE(wil-i-am @ Feb 4 2014, 08:22 PM)
D best discount is 40% for Ahp
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Valuing REITs based on book value is not really relevant IMHO.

U buy REITs for what? For the dividends. U don't buy a REIT and hope (that the REIT manager) to sell off its assets in open market and realise their fair values.

Thus, dividend valuation is more relevant.
SUSPink Spider
post Feb 5 2014, 11:07 AM

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QUOTE(panasonic88 @ Feb 5 2014, 11:03 AM)
Paper sharing

Alliance revised their TP for Axreit from 3.77 to 3.43
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7% net yield for FY14...top up? hmm.gif
SUSPink Spider
post Feb 7 2014, 07:54 AM

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QUOTE(felixmask @ Feb 6 2014, 10:40 PM)
Ajib suggest you

» Click to show Spoiler - click again to hide... «

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Show hand! Withdraw all your FDs...taruh NOW! rclxms.gif
SUSPink Spider
post Feb 7 2014, 09:03 AM

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QUOTE(river.sand @ Feb 7 2014, 08:38 AM)
6% GST over the brokerage fee, not trading volume. Not a big amount.
In any case, if the GST is your concern, you should invest for mid/long term rather than keep buying and selling.

Last year, I only made 8 transactions (6 BUY, 2 SELL)  cool2.gif
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+100

Traders will be hit harder than long-term investors
SUSPink Spider
post Feb 7 2014, 09:22 AM

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QUOTE(TSOM @ Feb 7 2014, 09:07 AM)
are you kidding????  rclxub.gif  rclxub.gif

apply to all stocks?
invest in which one?
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Hampalang sapu? tongue.gif
SUSPink Spider
post Feb 7 2014, 11:47 AM

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QUOTE(wankongyew @ Feb 7 2014, 10:44 AM)
I don't think that is true. I think it should apply to all brokerage charges / trustee fees / clearance fees for all stock purchases. Note the following in the FAQ:
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Willian meant that REIT Manager's fees will kena GST

Brokerage u buy what also will kena GST
SUSPink Spider
post Feb 7 2014, 01:48 PM

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QUOTE(woonsc @ Feb 7 2014, 12:58 PM)
Is IGB REIT a good buy at RM1.2 per share?
3.61cent per share
Dividend yield 5.87%? ( Previous Div 3.43cent)
Am I right?
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3.61 is gross...3.5X is taxable at 10%...so u getting

3.5X x 90% + 0.0X sen
SUSPink Spider
post Feb 10 2014, 04:44 PM

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Axis flies rclxms.gif
SUSPink Spider
post Feb 10 2014, 05:21 PM

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QUOTE(davinz18 @ Feb 10 2014, 05:08 PM)
cry.gif  cry.gif
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u were waiting for 2.44? tongue.gif
SUSPink Spider
post Feb 10 2014, 05:54 PM

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QUOTE(davinz18 @ Feb 10 2014, 05:46 PM)
2.45  rolleyes.gif
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bye.gif
SUSPink Spider
post Feb 11 2014, 02:35 PM

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QUOTE(moosset @ Feb 11 2014, 02:33 PM)
how do we know if the price has been adjusted after the EX-date?

if we sell on the EX-date, we are still eligible for the dividend right??
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Yes.

Your trading platform should indicate an "X" next to the stock name.
SUSPink Spider
post Feb 11 2014, 03:08 PM

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QUOTE(moosset @ Feb 11 2014, 02:44 PM)
when is the adjustment? Is it on the EX-date?
I don't see any X sign yet. hmm.gif
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e.g. closed at 1.02 on last trading day
2 sen divvy declared
on ex day it will automatically open at 1.00 (1.02 - 0.02 = 1.00)
SUSPink Spider
post Feb 11 2014, 03:52 PM

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QUOTE(davinz18 @ Feb 11 2014, 03:50 PM)
Yesterday report said unlikely to raise rates, today said likely 1st Asean country to raise rate  rclxub.gif
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Listen to cherroy! Ignore the noise! tongue.gif

This post has been edited by Pink Spider: Feb 11 2014, 03:52 PM
SUSPink Spider
post Feb 11 2014, 04:21 PM

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Increase rates to guard currency, Rakyat will die cos we already have GST to deal with.
SUSPink Spider
post Feb 12 2014, 09:23 AM

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Those who bought Axis at Yee Fatt Fatt must be rclxms.gif now
SUSPink Spider
post Feb 12 2014, 09:32 AM

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IGBREIT at 1.22...is only yielding 5.4% net (I annualise the latest declared half-yearly dividend)...overpriced? hmm.gif
SUSPink Spider
post Feb 12 2014, 09:44 AM

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QUOTE(woonsc @ Feb 12 2014, 09:41 AM)
maybe because dividend ex date on 15? tongue.gif
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Ok...if u wanna think this way...

1.22 less 3.5 sen divvy = 1.18 ex price on 15th Feb

Assuming divvy remain constant going forward, means 3.5 sen net divvy x 2 per year

7.0 sen / 1.18 = 5.9% net divvy

Good for u?
SUSPink Spider
post Feb 12 2014, 09:52 AM

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QUOTE(woonsc @ Feb 12 2014, 09:49 AM)
Hmmm..  sweat.gif
But the stock won't keep going down right?  shocking.gif
Maybe it's visit Malaysia 2014, more revenue  hmm.gif ?
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IGBREIT earnings expected to remain stagnant for next 2-3 years; at 5%+ DY, u have some stocks that are still growing like DLADY, MAYBANK etc.

Honestly I won't buy more IGBREIT until I get 6% net yield.

This post has been edited by Pink Spider: Feb 12 2014, 09:52 AM
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