Ada discount meh?

price keep rising i know la

Maybe can get discount in H2 2015. GST may tone down some of the exuberant sentiment + possible increase in OPR.

The chance of OPR being raised is very low with current situation.

With surrounding countries adopting loosely monetory policy + Euro QE, reit is supportive by above factor, so there is a limit how low reit price can be.
Unless the economy situation falling into recession and with property market plunging then only we can see major "discount" sales on reit.

Robust DPU growth in retail REITs unsustainable in 2015
http://www.theedgemarkets.com/my/article/%...e-2015%E2%80%99

UOAREIT solidly down to below 1.6. When to buy back?

I'm good with 1.52...6.5% net yield

PAV reit dropping everyday... any idea why?

economy no good.

Pavilion customers got drop not? any shops close down?

This post has been edited by nexona88: Feb 11 2015, 04:57 PM

Mrcb hold EGM today to seek approval for disposal of assets to Qcapita
When will Qcapita hold EGM to seek shareholders approval to buy those assets?

not very good one from YTL Hospitality REIT
1.8697 sen/unit
reason stated in report:higher interest rate,weak AUD and Yen



This post has been edited by ryan18: Feb 12 2015, 10:46 PM

You can dump this REIT. The Yeoh family can issue private placement dilute share holder. Last time retail REIT. No pure hotel.

Current net yield of 6.55% is attractive when compare to other Reits

More assets to QCap translates more divvy. Pink Spider can top up liau.

This post has been edited by CP88: Feb 12 2015, 11:11 PM

But forum members at http://klse.i3investor.com are not too keen on this deal

Got business is attractive. But hotel business are mostly big corporate spending. When time not good we don't see spending for company event will be less in the hotel. Budjet cut...no longer can stay hotel

table out mrcb property they wan qcapita to take..
it might be toxic.

if they table out kl sentral, good choice.

But I think they will be injecting Platinum Central in it rite?

Ya, I'd rather have Sooka Sentral than Platinum Sentral.

WHy platinum sentral? that is like campus office...

if sme gooding, google or whoever big IT wanna come in and lease..then its good. But atm, so many office space

also

Platinum Sentral is poised to benefit from KL Sentral’s worldclass city. As Malaysia’s first green commercial building to be awarded by the highest rating Singapore’s BCA, Platinum Sentral includes contemporary office building, high-end retail, hospitality zone and green space.

so much b.s

its like buying a building with "unknown" forecast or use yet ...

This post has been edited by KVReninem: Feb 13 2015, 12:06 AM