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 M Reits Version 7, Malaysia Real Estate Investment

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Boon3
post Nov 8 2016, 09:03 AM

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QUOTE(djhenry91 @ Nov 7 2016, 06:20 PM)
[attachmentid=7971932]
[attachmentid=7971933]

cc Boon3
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Hehe... I actually cannot brain hor...

Why the need to keep boasting about weekend meals?

And all the transactions simply simply hantem out one.... LOL!

Can afford tens of thousands to bet on a stock and what... no money to belanja ownself eat weekend meal?

Need to go thru all this meh.


And you know my biasness against KFC traders.
Cos in the long run, KFC traders will lose...
It's common mathematics.

You can win 20 small bets, 20 KFC meals....
but all it takes is...
one lousy trade to muntah out all the profits.

Yea... some will fast hand fast leg say...
REITS la....
where got fall so much one....
REITS stock(s) won't die one....

here's one simple example... (hehe I don't simply take out my fingers and press here press there one....


user posted image

4.6.2013 ..... not too long ago...... this stock traded at 1.65

2 months later ..... this REITS stock closed at 1.26

If one had been play play the stock like masak masak......
hoping to win weekend meals.....

imagine how much money one would have lost during that period?

rolleyes.gif rolleyes.gif

all it takes is one lousy trade to muntah out all the profits... and maybe even more.....



REITS trading? LOL! LOL! LOL! LOL!

This post has been edited by Boon3: Nov 8 2016, 09:06 AM
Boon3
post Nov 8 2016, 09:19 AM

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QUOTE(djhenry91 @ Nov 8 2016, 09:08 AM)
REIT trading maybe possible but not every time boleh
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The key words = "NOT EVERY TIME BOLEH"

Simple logical maths based on a stock price of 1.00 and a stock qty of 1000 shares.

If profit is set at 2%. (kfc trading profit ma.. )

So profit is 20 bucks

Win 8 out 10 times... ( rolleyes.gif ) ..... profit = 160

Lose 2 times. Each time lose 10%.
losses = 200

So despite winning 8 out of 10 times... all it takes is 2 losses.... to sapu finish all the winnings and turn them into losses.



My say?

Don't trade and hope to win peanuts...
This is not a long term winning strategy....
REITS stocks can go down one.....

You want to play REITS.... be a dividend collector lor..... icon_rolleyes.gif
Boon3
post Nov 8 2016, 09:20 AM

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and the reits stock below....

user posted image


that's Sunway REITS!
Boon3
post Nov 8 2016, 09:40 AM

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QUOTE(Boon3 @ Nov 8 2016, 09:19 AM)

Don't trade and hope to win peanuts...
This is not a long term winning strategy....
REITS stocks can go down one.....

You want to play REITS.... be a dividend collector lor.....  icon_rolleyes.gif
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In the matter of SUNREIT

In 2011, it was 1.00++ (assume one buy at 1.02 la)
Today it's 1.82

Total dividends collected 49.67 (yearly div up to FY 2016)
Total dividends for this fy so far 2.27

Total dividends collected since 2011 = 51.94

Current stock gain = 80 sen.

Total current gain = 80+51.94 = 131.94!!!

That's a CAGR gain of 14.68%.

The data is there...
It does not lie....

Which would be the better and most common cow sense strategy to adopt?

Be the investor?
or be the REITS trader who trades for KFC meals?

rolleyes.gif rolleyes.gif rolleyes.gif







Boon3
post Nov 8 2016, 10:26 AM

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QUOTE(djhenry91 @ Nov 8 2016, 09:46 AM)
Boon3 show calculation liao.. thumbup.gif  notworthy.gif
but i not so semangat jus trade reit la..so sien..
collect dividend only..
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LOL! Me blowing water only laaaa.... plus you know I don't trade REITS and I don't invest in them either. smile.gif
Boon3
post Nov 8 2016, 10:26 AM

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QUOTE(djhenry91 @ Nov 8 2016, 09:46 AM)
Boon3 show calculation liao.. thumbup.gif  notworthy.gif
but i not so semangat jus trade reit la..so sien..
collect dividend only..
*
LOL! Me blowing water only laaaa.... plus you know I don't trade REITS and I don't invest in them either. smile.gif
Boon3
post Nov 8 2016, 10:30 AM

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QUOTE(elea88 @ Nov 7 2016, 07:46 PM)
Me too bought 1.70. Hv also key in 1.69; 1.68 ; 167 but not done.. if it dips... i am also adding.....

and i hv also key in to sell 1.75... see if can have Weekend Lobster....

Sunreit i still hv some left. Waiting to dispose in next few days before ex div.
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Let me blow some water into your side. (You can ignore if it pleases you)

I don't like to do the key in of orders.

Why?

My keyed order runs the risk of getting filled in the worst possible manner.... ie... the 1 batang-ers.




Boon3
post Nov 8 2016, 10:33 AM

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QUOTE(nexona88 @ Nov 8 2016, 10:30 AM)
TS should consider to open V8 thread now as it been 3k post blush.gif
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LOL! Mata Nexo come liaoooo..... run.... laugh.gif


If not mistaken, mod own self have come in and post not too long ago despite the many posts....


Boon3
post Nov 8 2016, 10:43 AM

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QUOTE(elea88 @ Nov 8 2016, 10:38 AM)
erm.. I only do that with Reits.

i only check once in few hours.If really the 100 units done .. then I normally will add . Unless really busy and after closing only get 100 units.. then just pay the RM8.00 brokerage. Its not an issue.
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...never mind then if this is not an issue with you. icon_rolleyes.gif
Boon3
post Nov 11 2016, 09:03 AM

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QUOTE(Showtime747 @ Nov 11 2016, 07:30 AM)
Give untie a break lah you all. She will find her own way which is the best trading method. In stock market, everybody have to pay tuition fee in order to learn. I have never seen a stock market investor always win one....
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The forumer boasted. (Sorry i dont pick/bother about the gender of a forumer)
I questioned the validity of the said trades.
I might be wrong but i felt the trades were rather iffy.

The tuition fee part.
I strongly disagree.
Sorry. My opinion and it's based on far too many real life cases i have seen.
Yes pay to learn BUT the stock is a blardy unforgiving beast.
No tuition fees is ever too small.
Many gets wiped out of their capital.
Some spiral into a web of everlasting debts.
It's dangerous for many could not contain and limit this called fees.

Why does it happen?
Many are over eager to play the market.
Friends boasted about their winnings (rarely disclosing their (massive) loses)....
No?
So they jump in....
Too fast too eager.
Head first....plus the ever ready advice everywhere....you need to pay stock market tuition fees.
They aren't even ready.
Stock names also not sure.
Transaction costs also not sure.
Just buy and learn.......

Me?
I preach fake trading.
Trade it 5 years at least....
Cos...the other simple, more logical, less risk option than 'tuition fees' is fake trading/investing...
Learn the market really well before jumping in.

That's my humble opinion (which you do not have to agree)

icon_rolleyes.gif
Boon3
post May 21 2018, 05:00 PM

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QUOTE(gark @ May 3 2018, 01:48 PM)
Got think about it.. but in the end did not sign up. Dont like it.. too many fees...and confusing setup  tongue.gif
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Aha!!!

Hiding here. tongue.gif


Boon3
post Aug 21 2019, 10:40 AM

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QUOTE(Smurfs @ Aug 21 2019, 07:59 AM)
Dividend yield comprises of 2 components, share price and annual dividend.
Hektar in 2016 :

Price : 1.51
DPU : 10.50
DY : 6.95%

Hektar in 2019

Price : 1.01
DPU (using 2018 as reference) : 9.01
DY : 8.9%

The high dividend yield currently is due to massive drop in share price.  biggrin.gif 

» Click to show Spoiler - click again to hide... «


The reason of the share price decline? A declining DPU.
The reason of declining DPU ? Portfolio of properties not performing well.

When choosing a REIT, we can't simply look at yield alone. REIT price is highly correlated to its DPU. A good REIT is those with stable long term income in terms of ability to lease / rent out.
Those REIT with stable DPU generally performing well even with today's roller coster market.
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Wow!! I saw a chart in there... tongue.gif

DPU 2017 9.6 sen.

Total DPU received + current share price < 1.51

tongue.gif

Got nice dy each year but still losing money....

This post has been edited by Boon3: Aug 21 2019, 10:40 AM
Boon3
post Aug 21 2019, 04:15 PM

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QUOTE(moosset @ Aug 21 2019, 02:44 PM)
thanks! How do you get this chart? I can't see this chart on my platform.
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Hehe. I did and dared not post charts here.
Some ppl sensitive one.

Most platforms have own charting software. What platform are you using?

Ps you should realise that the chart was used in this instance to highlight the poor performance.

Ps ps. The dpu is what one gets from their investment in the REIT. Which is it important? Well, don't you want to receive more dividends each year? Isn't this the goal? If it pays you less each year, would you think it is a wise return for your money?

Boon3
post Aug 22 2019, 09:43 AM

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QUOTE(Smurfs @ Aug 21 2019, 10:58 AM)
Doesn't need advanced charting skills to spot there is something "unusual" around May 2017 right  hmm.gif
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Finally opened my own charts this morning. tongue.gif

Now I realise 1 thing, yours is what we called 'price adjustments (for bonus, divi etc) disabled'....

Attached Image

See the difference?

The huge decline around May 2017 is STILL there...

Which I would also note there was a rights issue of 7 for 46 priced at 1.11, which went ex around Jul 2017...
Could that be the reason for that unusual decline?
Probably.
Also Hek paid divi 4 times in 2016, and changed that to 3 times in 2017.
Less divi .... not good. tongue.gif

So like that lor....

I still dunno about REITS. laugh.gif


Still waiting for my tipsi wub.gif
Boon3
post Aug 23 2019, 01:28 PM

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QUOTE(Dividend Warrior @ Aug 22 2019, 06:42 PM)
0% as of now  laugh.gif

These are my top 10 holdings

user posted image
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Harlo harlo this one forum thread called M Reits la...


whistling.gif


Eyes rolling everywhere...
Scratching...

This post has been edited by Boon3: Aug 23 2019, 01:29 PM
Boon3
post Aug 23 2019, 01:32 PM

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QUOTE(PortgasDerekAce @ Aug 23 2019, 08:54 AM)
so IBG went up to 2.08 while the rest stopped climbing. is anyone able to explain?
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My guessing....

Not all curry laksa taste the same...
Some good, some diarrhoea...

Therefore... I won't assume all Reits will make me money... if blind blind buy, I might even lose money....


Boon3
post Sep 3 2019, 12:49 PM

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QUOTE(Hansel @ Sep 3 2019, 12:44 PM)
Like to make one comment here : one thing abt focussing on dividend-investing is, one should not solely look at the dividend collected, one should also be defensive in the dividend stocks that one chooses to invest in. I noticed some dividend-investing bloggers would mention they are collecting so much and so much of dividend for a particular period, monthly or quarterly, but they would never mention if the dividend stocks they are holding are at losing positions or not.

I do understand the fact that one has NOT lost yet until one has sold, but wouldn't it be better if the dividend stocks are at winning positions, and the higher the current price the stock is at compared to the investor's holding price, the larger the margin-of-safety the investor is enjoying ?

Isn't this 'safety' critical for a dividend-investor ? What's the point of earing ots of dividend over a period, but ultimately losing it all in a 'nett sense' if the counter gets wiped out ?

Another comment I'd like to make is : using gearing to buy dividend stocks in order to to earn the 'differential dividend', ie dividend earned minussing interest and other expenses paid out to the loan-provider. In today's volatile environment, is this safe anymore ?

Is there safety here to justify this type of risk-taking, especially by a risk-averse dividend investor ? Or a retiree ?

Shouldn't we be using our own funds to invest as a risk-averse dividend-investor ? Using borrowed funds to invest for dividend equivalent to a capital-gain investor who has a higher risk-appetite ?
*
Share your exact same sentiments.

I find his gloating of his SReits dividends on this thread here rather annoying too.


Boon3
post Sep 3 2019, 02:31 PM

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QUOTE(Hansel @ Sep 3 2019, 01:42 PM)
Bro,... emm, thank you for agreeing with me,... BUT,.. emm,... I must say DW did list down his dividend stock holdings and I did see they are all in the green, with better margin-of-safety than mine in some counters.

I bought many of my counters prior to the GFC in 2008/9, but later had to take profit because the counters started to fall in quality,... egs Singpost, Starhub and First REIT,... After selling-off these counters, I re-entered into the current ctrs I'm holding, but I became a 'late-enterer' then.

I saw many other dividend bloggers in SG not declaring their stock positions, hence, there is no complete information as to whether they are in the green in their dividend stocks.
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... I was purely against his gloating. End.

This thread is for MReits and not SReits.




Boon3
post Sep 3 2019, 04:07 PM

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QUOTE(Hansel @ Sep 3 2019, 02:53 PM)
biggrin.gif Sure bro,...

Perhaps DW could reply with his (your) opinions over mine over at the SREITs thread if so,... Thank you,....
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Haha.. nothing more I would like to talk. A gloater is a gloater. What else to talk? I show how panjang mine is? Nah. That's pointless really.

Peace.
Boon3
post Sep 3 2019, 09:24 PM

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QUOTE(Cubalagi @ Sep 3 2019, 08:51 PM)
I don't mind the "gloating" . I treat it like a good inspiration story thing. But this being internet forum, I never take everything posted too seriously.

But definitrly on the wrong thread.
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Firstly, I never take it too seriously. And just as same, never take mine cos I talk ayam a lot.

Boasting portfolio performance in stock forums is how forums get toxic. Clearest example, that pure garbage toxic forum out there. tongue.gif

It gets to the point because since my one is longer than your one, then I am the best loh, so that is why you should listen and follow. Lol. Pure garbage. Or because you don't have a track record (ie you did not gloat your performance) whatever you say does not count.

Yup. It is what is around stock forums and usually it happens cause someone decides too brag. The local stock forum cliche. Forummers loves sifu (damn don't they know sifus all die one?) and to be a sifu, you need to brag and prove that you da man.

It is what it is. laugh.gif

Normal and logical discussion are thrown longkang.

Dividends are needless to say good but it cannot be the deciding factor. Simply because the dividends are never ever cast in stone. Dividends can go down one. And once the dividend is paid less, the stock will go down. That's not fact, that's just natural human reaction. Pay less woh. Still good meh?

And this is the biggest risk in dividend stocks!!

Nah but worry not. I am just a trader. Lol. tongue.gif

This post has been edited by Boon3: Sep 3 2019, 11:42 PM

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