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 M Reits Version 7, Malaysia Real Estate Investment

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wil-i-am
post Oct 5 2015, 10:37 AM

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QUOTE(Brandon323 @ Oct 5 2015, 10:22 AM)
Where can get 4+% interest rate deals? Some promo where maybe only first month get the promo rate? I check Maybank website 1 - 6 month FD mostly 3.2% only.
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I wud suggest u read FD thread to gather more info
https://forum.lowyat.net/topic/3603223/+2600
wil-i-am
post Oct 5 2015, 11:46 AM

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I dun agree with the yield for both Cmmt n Mqreit
wil-i-am
post Oct 5 2015, 11:48 AM

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QUOTE(gark @ Oct 5 2015, 11:40 AM)
user posted image

I would avoid those below 6% for now..  whistling.gif  whistling.gif  whistling.gif

Especially the ONE below 5% .. WITH the low upside.. almost at FD rate already de..  tongue.gif

The above chart shows that I am 'holding' on to the correct REIT.  smile.gif
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In addition, both 10 yrs MGS n GII trading yields @ 4.14% n 4.45% now

wil-i-am
post Oct 7 2015, 05:55 PM

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QUOTE(gark @ Oct 7 2015, 05:49 PM)
Later when Eco City is fully developed will have new LRT service with covered walkway direct to MV

And since Eco City is mostly office and residential with a small retail portion.. imagine MV at lunch hour/weekends.  sweat.gif  sweat.gif  sweat.gif

At that time I might not dare go already..  laugh.gif

user posted image
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A gud problems to have rclxms.gif
wil-i-am
post Oct 13 2015, 12:56 PM

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QUOTE(Starbucki @ Oct 13 2015, 11:15 AM)
why today KLCC drop so much?
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Now is green
wil-i-am
post Oct 13 2015, 01:49 PM

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QUOTE(Starbucki @ Oct 13 2015, 01:42 PM)
always good to scoop when KLCC drops below RM7, I suppose
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Provided u can tolerate with low DY of 4.80% plus potential capital appreciation
wil-i-am
post Oct 13 2015, 11:13 PM

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Glad to c Cmmt up 4 cts today
wil-i-am
post Oct 13 2015, 11:59 PM

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Property veteran LaBrooy to retire
http://www.thestar.com.my/Business/Busines...tire/?style=biz

Can the successor continue to drive Axreit?
wil-i-am
post Oct 14 2015, 07:54 PM

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QUOTE(Hapeng @ Oct 14 2015, 12:04 PM)
Yes, I've been to their AGM and i personally know her as her husband is a friend of mine.
Very capable person. Pretty too.  blush.gif
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Any chance to obtain 'privilege' info? brows.gif
wil-i-am
post Oct 15 2015, 08:49 AM

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QUOTE(yok70 @ Oct 15 2015, 05:48 AM)
As of today's closing price. Net yield for my watch list are as below (according to some IBs' forecast average DPU)
Axreit 4.79%
cmmt 5.46%
hektar 6.47%
igbreit 5.54%
pavreit 4.77%
sunreit 5.36%
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Igbreit got so low meh?
wil-i-am
post Oct 22 2015, 08:34 AM

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QUOTE(killeralta @ Oct 22 2015, 08:10 AM)
May i know if i can claim back any tax from ARreits dividend?
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Nope
wil-i-am
post Oct 23 2015, 08:05 PM

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QUOTE(djhenry91 @ Oct 23 2015, 07:34 PM)
Budget 2016: Promoting the development of REITs

TO further promote the development of Real Estate Investment Trusts (REITs) and boost the capital market, as well as investment in real estate, tax incentives have been extended for another three years.

In his Budget speech on Friday, the Prime Minister said investors in REITs will be given the following tax incentives;

Foreign institutional investors, particularly pension funds and collective investment funds receiving profit distribution from REITs listed on Bursa Malaysia are subject to final withholding tax at 10% from Jan 1, 2012 until Dec 31, 2016.

Non-corporate investors including resident and non-resident individuals and other local entities receiving profit distribution from REITs listed on Bursa Malaysia are subject to final withholding tax at 10% from Jan 1, 2012 until Dec 31, 2016.

This is effective Jan 1, 2017 until Dec 31, 2019.

http://www.thestar.com.my/Business/Busines...EITs/?style=biz
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Will Reits goes up next week?
wil-i-am
post Oct 23 2015, 11:18 PM

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QUOTE(fergie1100 @ Oct 23 2015, 11:13 PM)
just wanna ask if i have 2000 units of AXREIT & after the last round of subdivision,i shud get 4000 (2k ori + 2k sub-divide) shares in total or 6000 shares (2k ori + 4k sub-divide)?
under my e-statement from bursa.... i get 4k shares credited.... then - 2k credited... balance i got 4k shares only
whereas i got the notice of allotment from registrar saying i was allotted 4k shares? so shud it b 4k or 6k i have in the end (including my initial 2k shares) i'm confused.... lol...
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Post sub-division, yo total shares shld b 4,000 shares ony
wil-i-am
post Oct 23 2015, 11:29 PM

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QUOTE(fergie1100 @ Oct 23 2015, 11:24 PM)
but the entitlement description is like this wor.... "Unit split involving the subdivision of every one (1) existing unit in Axis Real Estate Investment Trust...........into two (2) units in Axis-REIT ("Subdivided Units")"  tongue.gif
& also the notice from registrar is 4k quantity...
& the statement from bursa shows:
2k + 4k = 6k then 6k -2k = 4k
is there a mistake or there's sumthing i missed?  tongue.gif  tongue.gif
sorry ar... particular a bit... even though i knew the price is adjusted to 50% less.....
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Total 4,000 shares ony nod.gif
wil-i-am
post Oct 30 2015, 10:00 PM

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Sold all Igbreit today @ 1.35
wil-i-am
post Oct 30 2015, 10:44 PM

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QUOTE(TC-Titan @ Oct 30 2015, 10:30 PM)
Why sell boss? What's the rationale?
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Lock-in profits as cost is low
wil-i-am
post Nov 4 2015, 09:20 PM

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QUOTE(TC-Titan @ Nov 4 2015, 09:18 PM)
Eps is diluted bcoz there is more shares now right? So why shouldn't the yield drop?
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Price also halve by 1/2 too
wil-i-am
post Nov 4 2015, 09:38 PM

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QUOTE(TC-Titan @ Nov 4 2015, 09:25 PM)
Ttm div I took was 12.05c (not considering diluted shares) versus 1.61 share price today. So if u consider the shares after the split the div shud be theoretically half right. So the net yield I counted still holds ma. Unless I'm looking at it wrong?
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Info as per Q2/2015 results
a. total dividend is 8.40 cents
b. annualized @ 16.80 cents
c. price assume @ 3.30
d. DY @ 5.09% (b4 wht)

Now split from 1 to 2 (additional shares)
a. total dividend is 4.20 cents
b. annualized @ 8.40 cents
c. price assume @ 1.65
d. DY @ 5.09% (b4 wht)

Conclusion : b4 n after share split will deliver same DY assume all other variables status quo


wil-i-am
post Nov 5 2015, 02:47 PM

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QUOTE(elea88 @ Nov 5 2015, 12:01 PM)
Yesterday sold off AXREIT 1.68. now is 1.60.. Y price YOYO?
Thinking should buy back or not?
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1.60 was 52 weeks Low as of last week
Perhaps u may consider to q @ 1.55 if u intend to hold mid term
wil-i-am
post Nov 9 2015, 09:20 PM

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QUOTE(smartly @ Nov 9 2015, 06:28 PM)
haisan is in pn17. default rental ?
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Nope as both parties unable to agree on the terms in the SPA

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