QUOTE(ikanbilis @ Mar 17 2018, 01:07 PM)
EPF keep disposing CMMT. Maybe can get 0.95β¦ 
Well they needed $$ for buying stake in Great Eastern Insurance πM Reits Version 7, Malaysia Real Estate Investment
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 Mar 17 2018, 02:15 PM
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#321
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All Stars
48,421 posts Joined: Sep 2014 From: REality 
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Mar 20 2018, 03:39 PM
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#322
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All Stars
48,421 posts Joined: Sep 2014 From: REality
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QUOTE(return78 @ Mar 20 2018, 03:14 PM) Btw, seems many are prefer IGBreit over Sunreit. Let's says if both fall within same 6.5-7% DPU. Is IGBreit still more appearing? well those want Mall exposure.. then IGB is the way forward..Sunreit is more diversified, while IGBreit has higher concentration risk. Any thoughts & opposite views? u want more diversified reits, Sunreit is the choice  |
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Mar 20 2018, 10:47 PM
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#323
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All Stars
48,421 posts Joined: Sep 2014 From: REality
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QUOTE(frankliew @ Mar 20 2018, 04:30 PM) prefer sunreit as office not doing well but dividend steady at 5%....Jeffrey cheah promised by 2020 portfolio worth 10B....so dividend will higher...keep as FD long term, maybe retirement fund.. so how would the reit pays for the 3Bil portfolio?? internal generated Cash or combination of Cash, borrowing & share issuances..2017 already 7B portfolio....3B to go by 2020 then.. with higher debt, bigger share issued.. worried, the yield cannot "catch up"  |
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Mar 23 2018, 10:20 AM
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#324
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All Stars
48,421 posts Joined: Sep 2014 From: REality
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Mar 23 2018, 02:22 PM
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#325
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48,421 posts Joined: Sep 2014 From: REality
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Well at least CMMT is doing something..
They seems to be positive about the future of the mall... Especially after MRT completed.. |
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Mar 23 2018, 08:10 PM
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#326
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All Stars
48,421 posts Joined: Sep 2014 From: REality
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QUOTE(foofoosasa @ Mar 23 2018, 07:54 PM) I also think the location still have hope. I got a little bit of stake on this but only time will tell whether this mall can turnaround or not. How's the flow in Tropicana? Hmm... Yup. The location is strategic..Hopefully it would be positive future on.. Tropicana not sure.. Heard crowd so so only... Compare with Sg Wang, its much better π |
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Mar 24 2018, 06:18 PM
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#327
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All Stars
48,421 posts Joined: Sep 2014 From: REality
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QUOTE(eaglehelang @ Mar 24 2018, 05:41 PM) which one among the 3 has more potential growth for this year? Long time havent play Reit, now with the Trade war, etc consider re-enter. Growth I think is SunReit.. Because big boss says want to increase the portfolio bigger to 10bil by year 2020 from 7bil currently πͺ |
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Mar 26 2018, 09:55 AM
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#328
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All Stars
48,421 posts Joined: Sep 2014 From: REality
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QUOTE(river.sand @ Mar 26 2018, 09:47 AM) New property in the portfolio? Yup.. More new assets injection.. That's the long term plan..Will it issue more shares or borrow from bank? As for funding of the purchase.. Didn't mentioned it.. My guess its combination of shares & loans... |
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Mar 28 2018, 10:43 AM
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#329
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48,421 posts Joined: Sep 2014 From: REality
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QUOTE(tianqi @ Mar 28 2018, 08:51 AM) Dilemma. IGB or MQ IGB.. MV won't closed down anytime soon.. Crowd also sustainable & long waiting list for tenants  |
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Mar 28 2018, 02:28 PM
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#330
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All Stars
48,421 posts Joined: Sep 2014 From: REality
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QUOTE(frankliew @ Mar 27 2018, 08:48 PM) buy and keep reinvest dividend Reits is for dividend yield, not for goring @ trading...u want goreng, try penny stocks & warrants |
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Mar 28 2018, 06:11 PM
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#331
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All Stars
48,421 posts Joined: Sep 2014 From: REality
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QUOTE(foofoosasa @ Mar 28 2018, 03:39 PM) add another 100 lots IGBreit   u can't never go wrong with THAT Mall Reit  long tenant waiting list, huge crowd during weekends.. nightmare on finding parking  |
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Mar 28 2018, 09:52 PM
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#332
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All Stars
48,421 posts Joined: Sep 2014 From: REality
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QUOTE(river.sand @ Mar 28 2018, 09:41 PM) If you said this 30 years ago people would think of Sungai Wang. So next 10 year which mall would over taken MV If you said that 20 years ago people would think of Subang Parade. Pavilion Bukit Jalil? |
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Apr 7 2018, 12:25 PM
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#333
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48,421 posts Joined: Sep 2014 From: REality
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QUOTE(Sammich! @ Apr 7 2018, 11:09 AM) Dividend from reits we need declare in income tax? Already deducted 10% withholding tax  |
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Apr 7 2018, 12:57 PM
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#334
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All Stars
48,421 posts Joined: Sep 2014 From: REality
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QUOTE(Sammich! @ Apr 7 2018, 12:48 PM) so the dividend we get for example if company declare 10 sen we will only get 9 sen? Yup. Unless stated its TE dividend, ie 10c TE then u get full.. |
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Apr 7 2018, 03:14 PM
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#335
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All Stars
48,421 posts Joined: Sep 2014 From: REality
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QUOTE(Sammich! @ Apr 7 2018, 01:22 PM) ok thanks. can not cheat government π Hehehehe..i thought can donβt declare Tax & death cannot escape π₯ |
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Apr 10 2018, 08:27 PM
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#336
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All Stars
48,421 posts Joined: Sep 2014 From: REality
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Wonder what's cooking...
Simply won't up without any valid reason... |
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Apr 11 2018, 11:27 AM
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#337
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All Stars
48,421 posts Joined: Sep 2014 From: REality
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QUOTE(yok70 @ Apr 10 2018, 11:20 PM) how about....undervalue? Well guess the REIT oversold... Seems like EPF is on buying spree... |
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Apr 11 2018, 12:16 PM
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#338
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All Stars
48,421 posts Joined: Sep 2014 From: REality
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QUOTE(foofoosasa @ Apr 11 2018, 12:15 PM) luckily I picked up couple of reits Hehehehe   U not alone... Many silently bought some too |
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Apr 19 2018, 04:32 PM
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#339
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All Stars
48,421 posts Joined: Sep 2014 From: REality
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Hektar REIT aims to double its portfolio asset value to RM2.4 billion by 2026, by acquiring at least four assets over the eight-year period.
http://www.theedgemarkets.com/article/hekt...e-2026-says-ceo |
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Apr 20 2018, 10:35 AM
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#340
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All Stars
48,421 posts Joined: Sep 2014 From: REality
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QUOTE(yok70 @ Apr 20 2018, 01:13 AM) thing is, increasing assets doesn't mean increasing DPU, therefore doesn't mean increasing stock price and yield. Its net yield now above 7%, it's very hard to find assets that could provide above 7% yield at current market condition. Well its true..Kinda hard to get 7% yield nowadays... Hoping its stays that level... But the REIT needs to expended too.. Cannot stay the same.. So in the end must scarified π |
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