Outline ·
[ Standard ] ·
Linear+
M Reits Version 7, Malaysia Real Estate Investment
|
bullchips
|
Mar 10 2015, 03:59 PM
|
Getting Started

|
QUOTE(Pink Spider @ Mar 10 2015, 10:37 AM) Dilutive private placement is the worst...see Quill Capita now  Wonder what Quill Capita up to now. They are paying 1.88c distribution now, which is not the norm. http://announcements.bursamalaysia.com/EDM...00?OpenDocument Maybe, try to attract investors by paying quarterly instead of half yearly now?
|
|
|
|
|
|
cherroy
|
Mar 10 2015, 04:03 PM
|
20k VIP Club
|
QUOTE(bullchips @ Mar 10 2015, 03:59 PM) Wonder what Quill Capita up to now. They are paying 1.88c distribution now, which is not the norm. http://announcements.bursamalaysia.com/EDM...00?OpenDocument Maybe, try to attract investors by paying quarterly instead of half yearly now? It is norm for reit to do so before any newer acquisition/private placement taken place. As newer investors/shareholders shouldn't "enjoy" the profit before the private placement taking place, so whatever earning generated before private placement proposal should be distributed to "old" shareholders.
|
|
|
|
|
|
bullchips
|
Mar 10 2015, 04:07 PM
|
Getting Started

|
QUOTE(cherroy @ Mar 10 2015, 04:03 PM) It is norm for reit to do so before any newer acquisition/private placement taken place. As newer investors/shareholders shouldn't "enjoy" the profit before the private placement taking place, so whatever earning generated before private placement proposal should be distributed to "old" shareholders. Ah... That's why you are the reit specialist master around! TQ
|
|
|
|
|
|
wodenus
|
Mar 10 2015, 04:28 PM
|
|
QUOTE(elea88 @ Mar 10 2015, 02:49 PM) YTLREIT today is RM1.00... Yea 1 day can drop 2%  Actually the last time we traded this.. it was not bad, quite diversified. The loss was mainly forex loss, group actually made a profit IIRC. Don't know now how they are doing
|
|
|
|
|
|
nexona88
|
Mar 10 2015, 04:54 PM
|
|
QUOTE(cherroy @ Mar 10 2015, 04:03 PM) It is norm for reit to do so before any newer acquisition/private placement taken place. As newer investors/shareholders shouldn't "enjoy" the profit before the private placement taking place, so whatever earning generated before private placement proposal should be distributed to "old" shareholders. oh didn't know reits do it.. thanks for the information
|
|
|
|
|
|
cherroy
|
Mar 10 2015, 05:03 PM
|
20k VIP Club
|
QUOTE(wodenus @ Mar 10 2015, 04:28 PM) Yea 1 day can drop 2%  Actually the last time we traded this.. it was not bad, quite diversified. The loss was mainly forex loss, group actually made a profit IIRC. Don't know now how they are doing  Set aside the forex loss, realised (operation) EPS number is poor to start with.
|
|
|
|
|
|
yijinchua
|
Mar 10 2015, 06:14 PM
|
Getting Started

|
Hey guys, sorry if I'm a bit out of topic but I'm curious about the Tax law in malaysia. Some parts of the income distribution from REITs are tax exempted with the other parts arent. If I were a student and I were to get this income distribution, will my parents still be able to claim tax relief of RM6000?
|
|
|
|
|
|
gark
|
Mar 10 2015, 06:21 PM
|
|
QUOTE(yijinchua @ Mar 10 2015, 06:14 PM) Hey guys, sorry if I'm a bit out of topic but I'm curious about the Tax law in malaysia. Some parts of the income distribution from REITs are tax exempted with the other parts arent. If I were a student and I were to get this income distribution, will my parents still be able to claim tax relief of RM6000? REIT tax is final. No claimable allowed... ever.
|
|
|
|
|
|
yijinchua
|
Mar 10 2015, 06:38 PM
|
Getting Started

|
QUOTE(gark @ Mar 10 2015, 06:21 PM) REIT tax is final. No claimable allowed... ever.  Thanks for the info man!
|
|
|
|
|
|
wodenus
|
Mar 10 2015, 06:47 PM
|
|
QUOTE(cherroy @ Mar 10 2015, 05:03 PM) Set aside the forex loss, realised (operation) EPS number is poor to start with. Still.. a profit was a profit. Also quite defensive given the global nature and established names. Also they had just acquired all the hotels when we were in. So at that time we were thinking "good names + global diversification + good management = good profits". Didn't expect them to not hedge lol This post has been edited by wodenus: Mar 10 2015, 07:07 PM
|
|
|
|
|
|
ShinG3e
|
Mar 10 2015, 06:49 PM
|
|
QUOTE(Eng_Tat @ Mar 10 2015, 03:44 PM) Bro what is the min quantity should one purchased? Thanks minimum quantity purchase is 100 units regardless of price. it can be RM34 x 100unit or RM0.10 x 100 unit. minimum purchase by unit not price. *sifu correct me if i'm wrong*
|
|
|
|
|
|
wodenus
|
Mar 10 2015, 07:09 PM
|
|
QUOTE(ShinG3e @ Mar 10 2015, 06:49 PM) minimum quantity purchase is 100 units regardless of price. it can be RM34 x 100unit or RM0.10 x 100 unit. minimum purchase by unit not price. *sifu correct me if i'm wrong* Apparently you can buy one unit (theoretically, if anyone wants to sell one unit.) I think in practice, no one will sell one unit so you probably can't
|
|
|
|
|
|
Eng_Tat
|
Mar 10 2015, 07:12 PM
|
|
sorry, i mean what is the viable or feasible quantity to purchase due to fees incurs? can be advise in unit or rm figure. tq QUOTE(ShinG3e @ Mar 10 2015, 06:49 PM) minimum quantity purchase is 100 units regardless of price. it can be RM34 x 100unit or RM0.10 x 100 unit. minimum purchase by unit not price. *sifu correct me if i'm wrong*
|
|
|
|
|
|
wodenus
|
Mar 10 2015, 07:34 PM
|
|
QUOTE(Eng_Tat @ Mar 10 2015, 07:12 PM) sorry, i mean what is the viable or feasible quantity to purchase due to fees incurs? can be advise in unit or rm figure. tq Depends on brokerage.. look at the min brokerage and the commission % and then calculate it yourself  Lowest is about Rm8K (if brokerage is 0.1%) I think. This post has been edited by wodenus: Mar 10 2015, 07:34 PM
|
|
|
|
|
|
SUSPink Spider
|
Mar 10 2015, 07:44 PM
|
|
QUOTE(Eng_Tat @ Mar 10 2015, 07:12 PM) sorry, i mean what is the viable or feasible quantity to purchase due to fees incurs? can be advise in unit or rm figure. tq Min RM1.5k for me. My minimum brokerage is RM10
|
|
|
|
|
|
Hapeng
|
Mar 10 2015, 08:47 PM
|
|
QUOTE(wodenus @ Mar 10 2015, 07:34 PM) Depends on brokerage.. look at the min brokerage and the commission % and then calculate it yourself  Lowest is about Rm8K (if brokerage is 0.1%) I think. yea the most bang for your buck would be RM8K and above. but its not such a big difference. I think RM3K is fine. You don't wana invest RM1K and pay a minimum of RM10. That would be a 1% fee.
|
|
|
|
|
|
ryan18
|
Mar 10 2015, 09:08 PM
|
|
i buy in batches of around $500 in value.of course my average cost per unit is higher.
|
|
|
|
|
|
SUSwankongyew
|
Mar 10 2015, 09:32 PM
|
|
I usually buy in chunks of at least RM4k to RM5k.
|
|
|
|
|
|
holybo
|
Mar 10 2015, 09:52 PM
|
|
my advise to ppl is if they have small fund (less than 2000 in total), better buy unit trust.
This post has been edited by holybo: Mar 10 2015, 09:57 PM
|
|
|
|
|
|
wodenus
|
Mar 10 2015, 11:28 PM
|
|
QUOTE(holybo @ Mar 10 2015, 09:52 PM) my advise to ppl is if they have small fund (less than 2000 in total), better buy unit trust. Depends.. People forget there are management fees in unit trusts. This alone makes it more expensive than if you were to buy shares directly.
|
|
|
|
|