want to meet ?I belanja your fav pizza.. 

Mr Market is hungry for yield...IGBEIT sampai 1.55

https://www.facebook.com/PTLMalaysia/photos...?type=3&theater

Run? 

The shake is very random.. and only 3rd floor got such shake at the pavement.

I had think alot of times, and I come to a conclusion that the best possible cause might be the a heavy car that go pass a ramp at the multi level parking bay attached to the side of the mall (the parking bay for easy access to cinema and gym)

those small metal ramps... when car sped thru and bang on it.. very loud.. maybe the tension created from there transfer into inside the building?? Again, i am noob in civil engineering.. Haha.. If that is not the cause.. then that is scary also.. even if it is from carpark also scary.. as long as shake, it is scary.. scared the pathway will collapse down 1 day..

See IGBREIT and MQREIT

PM SReit watchlist / portfolio sifu. 

Can't seem to find any REIT with 6% net yield at the moment

one that's I can think of is YTL Reit 

oh thanks..

then we off across the sea then   

Constant divvy leh! No less no more. 

last i checked YTL had some loss due to forex or some loan problem (didn't understand their annual report)

is it a healthy reit?

At current environment, it is already a big task for reit to maintain their DPU, let alone growing... may be except IGBreit.
Office space and industrial may face the risk of non-renewal of expired lease, while secondary mall are facing occupancy issues due to potential oversupply.

Rental yield is poor due to escalating property valuation for the last few years, so it becomes harder for reit to inject yield accretive property.

Also, refinancing cost may become more expensive due to higher yield of MGS and bonds market sell down recently, which may reduce marginally their DPU for those need to refinance their due borrowing.

how do you use this info to determine the reits market in MY?

Now u buy mid-priced condo and rent out, what's your net yield (after tolak maintenance, sinking fund, assessment etc)?

But u no need pening maintain that property, collect rent etc...

Nothing comes for free

maybe the "big money" thinks that:
1. interest rate gonna fall in near future? therefore justifies the premium over fd?
or
2. potentially significant gain(in myr terms) from asset revaluation? therefore justifies the premium over nav?

or just silly money chasing over silly prices 

IGBREIT 1.77

Net yield only about 4.2%

Pandainya ko ni

What is a 'Currency Carry Trade'

A currency carry trade is a strategy in which an investor sells a certain currency with a relatively low interest rate and uses the funds to purchase a different currency yielding a higher interest rate. A trader using this strategy attempts to capture the difference between the rates, which can often be substantial, depending on the amount of leverage used.

As for the mechanics, a trader stands to make a profit of the difference in the interest rates of the two countries as long as the exchange rate between the currencies does not change. Many professional traders use this trade because the gains can become very large when leverage is taken into consideration. If the trader in our example uses a common leverage factor of 10:1, he can stand to make a profit of 10 times the interest rate difference

The big risk in a carry trade is the uncertainty of exchange rates. Using the example above, if the U.S. dollar were to fall in value relative to the Japanese yen, the trader runs the risk of losing money. Also, these transactions are generally done with a lot of leverage, so a small movement in exchange rates can result in huge losses unless the position is hedged appropriately.

Treasuries yield near 2.5% right now, even a foreign fund manages to do a carry trade with borrowing cost near to 3%, the carry trade only has 1% yield, doesn't sound attractive.

A swing on RM weakness easily wipe out the carry trade yield.
Somemore we have been witnessing a net outflow of foreign funds since last year or so.
So carry trade theory doesn't sound a strong one.

Instead it may be due to local fund houses who are keep on buying due to reason as mentioned earlier as well as lack of option for rather safe fixed income instruments.