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 M Reits Version 6, Malaysia Real Estate Investment Trust

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aeiou228
post Feb 20 2014, 05:55 PM

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QUOTE(cherroy @ Feb 20 2014, 05:36 PM)
For me,
the primary intention to invest in reit, is for passive income, aka already has intention to hold on long term and looking on its yield.

I treat reit more like bond instead equities.  smile.gif
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What is your buy threshold now ? 6.5% net or 7% net?
aeiou228
post Feb 25 2014, 06:18 PM

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QUOTE(pisces88 @ Feb 25 2014, 03:19 PM)
i got urge to take out FD to buy reits liao. long time didnt see so attractive price. lol.

queuing IGB at 1.13
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I matched some at 1.13 buyer queue yesterday, but the net yield at 1.13 is still slightly under 6%. No hurry, accumulate slowly.
aeiou228
post Feb 27 2014, 01:57 PM

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QUOTE(elea88 @ Feb 27 2014, 01:26 PM)
sunreit today sold RM 1.35... Then use the money key standby buy YTLREIT.
logic?
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YTL Reit ? you are not concern about the new shares issue which is not a right issue ??
aeiou228
post Apr 21 2014, 09:21 PM

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QUOTE(wil-i-am @ Apr 21 2014, 06:29 PM)
AXIS REAL ESTATE INVESTMENT TRUST
EX-date 02/05/2014 
Entitlement date 06/05/2014 
Entitlement time 04:00:00 PM 
Entitlement subject Income Distribution
Entitlement description First Interim Income Distribution of 5.30 sen per unit (of which 4.42 sen per unit is taxable and 0.88 sen per unit is non-taxable in the hands of unitholders) in respect of the period from 1 January 2014 to 31 March 2014 ("2014 First Interim Income Distribution")
Payment date  13/06/2014
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5.82% after tax nett yield. Not bad.
aeiou228
post Jul 19 2014, 07:51 AM

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QUOTE(Hollow21 @ Jul 17 2014, 10:03 PM)
May I know why you say I won't get the dividend if I buy before ex-date?  Almost everyone replied said can get dividend, my interpretation is also same. 

I am not just aftering the dividend per se, just to make sure if I buy now I get the dividend to cover for the drop in share price after ex-date.  I don't want to buy end up NO dividend then suffer price drop pulak.  Really jialat like that...That's the reason...but I was confused and wasn't too sure..
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You can buy on the ex date opening price also can get the "dividend" what. Some more can realise tax free "dividend" immediately by way of price adjustment and No need to wait for div payment date. brows.gif

aeiou228
post Jul 19 2014, 02:50 PM

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QUOTE(cherroy @ Jul 19 2014, 10:03 AM)
If look at short term, no good point, as if reit give 5 cents it will deduct opening share price 5 cents as well.

But if look at long term, different story.

For eg reit price RM0.80, after give 5 cents, opening price next day 0.75.

Next year give 5 cents, become 0.70,
after 10 years, can it become 0.30, while still giving 5 cents consistently? It is big bargain if the price can go to 0.30 while still giving consistent 5 cents.

So share price being deducted out due to dividend is good to have, it makes the yield higher on next cycle if share price doesn't move up from the ex-price, normally it does move back up, due to yield attractiveness.
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Ah, best answer I've ever come across for this most frequently asked question. rclxms.gif
aeiou228
post Aug 2 2014, 07:54 PM

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李嘉诚旗下基金脱售本地5商场
http://www.nanyang.com/node/637911?tid=643

Li Ka-shing's Fund divested five local malls

Any Sifu can give your opinion on the above news ??

aeiou228
post Sep 18 2014, 07:52 AM

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QUOTE(felixmask @ Sep 17 2014, 04:41 PM)
u also notice..now rm1.30 , but mine the listing is rm1.37
..waiting for Euro QE ..see got effect or not.

I also plan to sell above rm1.37 when the yield range 4%
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What's the after tax net yield for IBG at RM1.30?
aeiou228
post Jan 23 2015, 03:22 PM

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Just now keyed in 1.61 to sell UOA at selling price and Zzzeepp...!! all matched as soon as I clicked the confirm button.
aeiou228
post Jan 23 2015, 03:33 PM

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QUOTE(Pink Spider @ Jan 23 2015, 03:23 PM)
Moving the $$$ to which stock?
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Still undecided. profit taking first. Just now saw this Reuters news about Malaysia, very the beh song. sweat.gif
http://www.reuters.com/article/2015/01/20/...N0KT2EL20150120
Red lights blinking on Malaysia's economic dashboard

SCB 4.5% 15mths FD is quite close to some reits here.
aeiou228
post Jan 23 2015, 03:35 PM

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Walao...QCapital Q selling at 1.33 also all matched just now.
aeiou228
post Jan 23 2015, 03:46 PM

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QUOTE(Pink Spider @ Jan 23 2015, 03:37 PM)
wow...u are like...cashing out everywhere sweat.gif
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Take profit first maa...After all, Malaysia outlook now also very uncertain. sweat.gif
Lesson I learned from the past...Cash is king during uncertainty hehehe...paiseh paiseh...
aeiou228
post Jan 23 2015, 03:51 PM

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QUOTE(Pink Spider @ Jan 23 2015, 03:47 PM)
My portfolio ALREADY 35% cash doh.gif
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Nvm, now deposit interest rate not bad, mid term 9 mths can get 4.25%, not far from Pavreit also.

This post has been edited by aeiou228: Jan 23 2015, 03:51 PM
aeiou228
post Jan 23 2015, 03:55 PM

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QUOTE(Pink Spider @ Jan 23 2015, 03:47 PM)
My portfolio ALREADY 35% cash doh.gif

Malaysia outlook bad, yes. But now u buy overseas stocks/equity funds, u are already buying HIGH because of the Ringgit weakness.

My unit trust portfolio was like flying recently...all thanks to weakening Ringgit.

Takkan nak 50% cash meh sweat.gif
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Do you think buy Rolex watches ok ar ?? Singapore Rolex stock all kena sapu clean already.
aeiou228
post Jan 23 2015, 03:58 PM

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QUOTE(CP88 @ Jan 23 2015, 03:53 PM)
Wow. All cashing out.  sweat.gif
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Aiya, nochet all la... still got 7 counters. some still under water. sweat.gif
aeiou228
post Jan 23 2015, 04:04 PM

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QUOTE(Pink Spider @ Jan 23 2015, 03:56 PM)
good inflation hedge tongue.gif
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Last Thursday CHF surged as high as 40% in one day against EURO and all major currency after Swiss National Bank announced the abandon the exchange floor of 1.2 CHF to a Euro. Singaporean reacted very fast, sapu all the Rolex watches till no stock.
user posted image
aeiou228
post Jan 23 2015, 04:11 PM

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QUOTE(Pink Spider @ Jan 23 2015, 03:55 PM)
Office REITs, my absolute minimum net yield required 6%

UOAREIT I will only dump (a bit) when >1.65

Aiks, QCAP dah lower than that?!! shocking.gif
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one more sen to your target.
1.64 last done
aeiou228
post Jan 23 2015, 04:13 PM

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QUOTE(cherroy @ Jan 23 2015, 04:07 PM)
You can buy back now, intraday profit.

The movement of reit gone crazy with Euro QE.
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waloa... good alert. notworthy.gif



QUOTE(davidcch07 @ Jan 23 2015, 04:10 PM)
go buy The HourGlass share listing in SGX smile.gif

http://www.thehourglass.com/
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Good tips also notworthy.gif
aeiou228
post Jan 23 2015, 04:29 PM

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QUOTE(cherroy @ Jan 23 2015, 04:26 PM)
LOL, Qcapital seller popping up, so much movement and ended up just 1 cent higher...  laugh.gif
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1.27 buy just matched.
aeiou228
post Jan 23 2015, 04:31 PM

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QUOTE(CP88 @ Jan 23 2015, 04:30 PM)
Consider intraday trade?  blush.gif
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Yeah, I sold 1.33 earlier.

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