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 M Reits Version 7, Malaysia Real Estate Investment

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SUSPink Spider
post Oct 15 2015, 10:04 AM

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QUOTE(gark @ Oct 15 2015, 10:00 AM)
My yield on cost after tax is still > 6%..  brows.gif
*
My yield on cost also >7% lar tongue.gif
SUSPink Spider
post Oct 15 2015, 10:16 AM

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QUOTE(cherroy @ Oct 15 2015, 10:15 AM)
You can't "cook" the account, if the earning needs to be distributed, I realised it when there were a number of accounting scandals happened in the past.

Since then I like even more on reit and company that always give big chunk of profit as dividend even more.

Yes, you have a point, I also like to see reit has little borrowing, but if so, they become no different with ordinary property stocks that yielding at 2~3%.

Without some leverage, it is almost impossible to get more than 6~7% yield on property.

Pure and actual/net rental yield out there is ranging from 2-4% only, as rental is not catching up with the property valuation.
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cherroy

UOADEV dividend yield 6% rolleyes.gif
probably the only listed property stock in net cash position

This post has been edited by Pink Spider: Oct 15 2015, 10:17 AM
SUSPink Spider
post Oct 15 2015, 02:01 PM

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QUOTE(yok70 @ Oct 15 2015, 01:55 PM)
In fact, I'm seriously considering S-REIT.  laugh.gif
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Do bear forex risk in mind tongue.gif
SUSPink Spider
post Oct 15 2015, 02:02 PM

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QUOTE(yok70 @ Oct 15 2015, 01:56 PM)
the average forecast DPU from the IB reports i monitored is 8 sen.
*
That is rounded

Latest divvy is gross 4.4 sen
Its divvies have been on a strong upward trend

If annualised, 4.4 sen x 2 x 90% / RM1.30 = 6.1% net yield

This post has been edited by Pink Spider: Oct 15 2015, 02:02 PM
SUSPink Spider
post Oct 15 2015, 02:10 PM

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QUOTE(yok70 @ Oct 15 2015, 02:04 PM)
mahsing is now also in net cash position after it let go the landbank acquisition plan, with yield 6% according to IBs average forecast.
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But they're generally more aggressive than UOADEV

In such gloomy property outlook environment, I think safer with UOADEV wink.gif
SUSPink Spider
post Oct 17 2015, 11:59 AM

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QUOTE(gark @ Oct 17 2015, 10:07 AM)
Nice HKD is steady as a rock... even better than SGD.  brows.gif

Its always prudent to diversify our asset base, don't know when this country will go to the dogs.  mad.gif
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My diversification is thru my unit trusts, which are >90% offshore focused. blush.gif
SUSPink Spider
post Oct 19 2015, 09:15 AM

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CMMT latest results not that rosy

Will IGBREIT follow suit? hmm.gif
SUSPink Spider
post Oct 19 2015, 09:37 AM

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Sold a bit of KLCC at 7.17 biggrin.gif
SUSPink Spider
post Oct 19 2015, 09:42 AM

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QUOTE(gark @ Oct 19 2015, 09:39 AM)
Trading REITs...  hmm.gif
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Topped up at 6.87, sold at 7.17

Furthermore, kan unker said KLCC overvalued? tongue.gif
SUSPink Spider
post Oct 19 2015, 09:43 AM

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QUOTE(Starbucki @ Oct 19 2015, 09:42 AM)
why KLCC went up to 7.25+ on fri? wrong key-in?
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Either that or got some desperate buyers biggrin.gif
SUSPink Spider
post Oct 19 2015, 09:46 AM

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QUOTE(Starbucki @ Oct 19 2015, 09:44 AM)
KLCC can keep for life why you sell. hehe
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Buy below 6.90, sell above 7++

Can earn some beer buckets biggrin.gif
SUSPink Spider
post Oct 19 2015, 09:50 AM

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QUOTE(gark @ Oct 19 2015, 09:38 AM)
MV should be quite steady ...  flex.gif

CMMT is more or less expected.. the NPI growth of 18% is misleading.. did not account for Tropicana city PP dilution..

SWP is registering 28% reduction in rentals ..  and occupancy fell further from 94.7% to 91% ohmy.gif

Their other malls are still doing ok..  laugh.gif
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Yeah, should exclude Tropicana results for true comparison
SUSPink Spider
post Oct 19 2015, 10:00 AM

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QUOTE(gark @ Oct 19 2015, 09:57 AM)
Lol.. try not to trap newbies with REIT trading..  rolleyes.gif
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If no newbies lose their pants, how oldies earn quick bucks? tongue.gif
SUSPink Spider
post Oct 19 2015, 10:08 AM

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QUOTE(gark @ Oct 19 2015, 09:56 AM)
Pre-budget rally.. look at all GLC's ...  whistling.gif
*
Time to take profit from GLCs and move to second liners with sound fundamentals that missed out the rally rolleyes.gif
SUSPink Spider
post Oct 19 2015, 12:49 PM

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QUOTE(CP88 @ Oct 19 2015, 12:46 PM)
Which ones?  rolleyes.gif
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U see I still got which GLC in my portfolio? doh.gif

Asyik Tanya je...why not YOU give some recommendations dry.gif
SUSPink Spider
post Oct 20 2015, 09:01 AM

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KLCC continues under selling pressure hmm.gif

Chance to grab at 6.80++ again? brows.gif

in b4 unker gark screams "trading REIT!" tongue.gif

This post has been edited by Pink Spider: Oct 20 2015, 09:02 AM
SUSPink Spider
post Oct 20 2015, 09:33 AM

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QUOTE(fkinmeng @ Oct 20 2015, 09:24 AM)
what is the yield for klcc if entry price is 6.80?

i check i3, i'm kinda confused.  rclxub.gif
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Don't forget, it's a stapled security...KLCC REIT + KLCC Property

If u look from Bursa announcements, u gotta look at divvy announcements for BOTH and add 'em together

Latest 12-months divvy total is about 34 sen

If RM6.80, (net) yield is 5%
SUSPink Spider
post Oct 23 2015, 02:09 PM

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Btw update a bit on Tropicana City Mall

During lunch hour, lower ground level eateries quite good crowd
SUSPink Spider
post Oct 23 2015, 04:21 PM

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QUOTE(gark @ Oct 23 2015, 04:08 PM)
hmm.gif

Any big changes after CMMt takes over?  tongue.gif
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I only go there once in a blue moon, dunno how it's like before CMMT tongue.gif

but hor, lower grade memang lower grade

toilet paper run out also no ppl replenish doh.gif
if MidValley or KLCC, never see such situation thumbup.gif

This post has been edited by Pink Spider: Oct 23 2015, 04:22 PM
SUSPink Spider
post Oct 23 2015, 06:12 PM

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QUOTE(felixmask @ Oct 23 2015, 05:58 PM)
Where got KLCC replenish toilet paper..i have to go Mandarin Hotel to do BIG BUSINESS.
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of cos...your "business" can only be done in hotel brows.gif

This post has been edited by Pink Spider: Oct 23 2015, 06:12 PM
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