M Reits Version 6, Malaysia Real Estate Investment Trust
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 Feb 3 2014, 10:19 PM
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#1
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Senior Member
2,032 posts Joined: Jan 2014 From: Sabah, Malaysia  
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QUOTE(darkknight81 @ Feb 3 2014, 09:27 PM) Tipsi don have as i believe reits are quite straight forward. I am thinking of buying Pavilion My have invested in tower reits. If you ask me what is the next reit i will buy. Most probably AM FIRST REIT.   |
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Feb 4 2014, 11:11 AM
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#2
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Senior Member
2,032 posts Joined: Jan 2014 From: Sabah, Malaysia
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QUOTE(yok70 @ Feb 4 2014, 10:17 AM) US 10-yr treasury yield dropped to 2.58 last night. lower interest rates? |
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Feb 4 2014, 05:49 PM
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#3
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Senior Member
2,032 posts Joined: Jan 2014 From: Sabah, Malaysia
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QUOTE(darkknight81 @ Feb 4 2014, 05:39 PM) Yes. Agree. I believe AM FIRST REITS occupancy rate are much kower. I seam to be unable to find the occupancy rate for Pav and Sun REIT on their websites. Where do you normally refer this to? |
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Feb 4 2014, 07:15 PM
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#4
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Senior Member
2,032 posts Joined: Jan 2014 From: Sabah, Malaysia
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QUOTE(wil-i-am @ Feb 4 2014, 06:27 PM) Presently trading @ 19% discount to NA What about the others? Is tower the best? |
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Feb 6 2014, 10:24 PM
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#5
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Senior Member
2,032 posts Joined: Jan 2014 From: Sabah, Malaysia
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QUOTE(holybo @ Feb 6 2014, 09:08 PM) trading in stock have to charge 6% GST because the service is provided by the bank / company OH SHIT.. |
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Feb 7 2014, 12:58 PM
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#6
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Senior Member
2,032 posts Joined: Jan 2014 From: Sabah, Malaysia
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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? This post has been edited by woonsc: Feb 7 2014, 12:59 PM |
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Feb 11 2014, 08:56 AM
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#7
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Senior Member
2,032 posts Joined: Jan 2014 From: Sabah, Malaysia
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QUOTE(river.sand @ Feb 11 2014, 08:43 AM) Australia's economy is likely to worsen. Will it affect YTLREIT's properties there The economy down, but shud be a good sign, maybe other foreigner will visit has the AUD weakens? Toyota to exit Australia |
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Feb 11 2014, 04:15 PM
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#8
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Senior Member
2,032 posts Joined: Jan 2014 From: Sabah, Malaysia
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Haha.. well, it's just a speculation..
Unless MYr drops like free fall.. |
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Feb 11 2014, 04:28 PM
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#9
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Senior Member
2,032 posts Joined: Jan 2014 From: Sabah, Malaysia
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QUOTE(Pink Spider @ Feb 11 2014, 04:21 PM) Increase rates to guard currency, Rakyat will die cos we already have GST to deal with. do you know any article that might help to understand this interest rates? I know basi but sumtimes confuse too..  can help? |
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Feb 12 2014, 09:41 AM
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#10
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Senior Member
2,032 posts Joined: Jan 2014 From: Sabah, Malaysia
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QUOTE(Pink Spider @ Feb 12 2014, 09:32 AM) IGBREIT at 1.22...is only yielding 5.4% net (I annualise the latest declared half-yearly dividend)...overpriced? maybe because dividend ex date on 15?  |
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Feb 12 2014, 09:49 AM
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#11
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Senior Member
2,032 posts Joined: Jan 2014 From: Sabah, Malaysia
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QUOTE(Pink Spider @ Feb 12 2014, 09:44 AM) Ok...if u wanna think this way... Hmmm.. 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?  But the stock won't keep going down right?  Maybe it's visit Malaysia 2014, more revenue ? |
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Feb 12 2014, 09:56 AM
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#12
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Senior Member
2,032 posts Joined: Jan 2014 From: Sabah, Malaysia
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QUOTE(Pink Spider @ Feb 12 2014, 09:55 AM) Current price 1.21-1.22. Maybe 1.16 I will re-look.  HAHA! the IPO price is 1.25 right? U kidding right? |
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Feb 12 2014, 09:59 AM
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#13
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Senior Member
2,032 posts Joined: Jan 2014 From: Sabah, Malaysia
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QUOTE(gark @ Feb 12 2014, 09:57 AM) IPO price have ZERO relevance to fair/market price... dont let this blind you...  Okay, I sometimes do refer to the par value.. But isn't 6% DY quite good during tough times like now? |
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Feb 12 2014, 10:05 AM
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#14
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Senior Member
2,032 posts Joined: Jan 2014 From: Sabah, Malaysia
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QUOTE(Pink Spider @ Feb 12 2014, 10:00 AM) IPO price...par value...BOTH GOT ZERO RELEVANT TO FAIR VALUE Then why do you keep IGBREIT? Dividend also kan? Sunway Reit has a DY of 7.02%, better choice? |
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Feb 12 2014, 10:06 AM
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#15
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Senior Member
2,032 posts Joined: Jan 2014 From: Sabah, Malaysia
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QUOTE(Pink Spider @ Feb 12 2014, 10:05 AM) I sudah >2 months no masuk MidBarley...even though 5 minutes drive from my place...cos parking sibeh susah cari Pakai LRT |
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Feb 12 2014, 10:12 AM
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#16
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Senior Member
2,032 posts Joined: Jan 2014 From: Sabah, Malaysia
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HAha >.<
You all ah, one minute say no, another minute say yes.. |
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Feb 12 2014, 11:54 AM
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#17
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Senior Member
2,032 posts Joined: Jan 2014 From: Sabah, Malaysia
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I just bought IGB
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Feb 12 2014, 10:07 PM
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#18
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Senior Member
2,032 posts Joined: Jan 2014 From: Sabah, Malaysia
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QUOTE(gark @ Feb 12 2014, 09:57 PM) The lrt station will connect directly to eco city and then will connect direct to gardens mall. Great to hear that But isn't there a mrt near MV? SOrry, Sabahan here |
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Feb 17 2014, 11:30 AM
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#19
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Senior Member
2,032 posts Joined: Jan 2014 From: Sabah, Malaysia
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QUOTE(gark @ Feb 17 2014, 11:07 AM) Anyone noticed MGS10Y yield and US10Y yield is inching down almost everyday...  |
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Feb 17 2014, 03:25 PM
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#20
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Senior Member
2,032 posts Joined: Jan 2014 From: Sabah, Malaysia
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IGB is going down down down~
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