Well guess the REIT oversold...
Seems like EPF is on buying spree...

Hehehehe
U not alone...
Many silently bought some too

ya lor.. at one glance.. betul super koyak!!!

5:48PM 
TWRREIT    1Q net profit 3.202 million (decreased 40.17%)

If the facelifts n aei planned will be able to revive sungei Wang then there still hope I think.

Their Tropicana , I never been there before (I'm up North), but my friend hear that word direct say deadish mall.
Duno how true. Lol

Looking looking.

guys, almost half my mreits are in the red. Should i sell or top up?

ALSREIT
AMFIRST
ARREIT
AXREIT
CMMT - this one's taking a beating so bad
HEKTAR
MQREIT

how are office spaces nowadays? is it still oversupplied? Even some retails are not doing well nowadays.

Good day for IBGreit this morning

so what reits u guys chasing? been awhile since i last bought reits.

queuing for ytl, igb, and pav on daily basis now.

U mean today? All red red across board.. Lets see can match my queue or nt hahaha

Thanks!

what do US investors usually turn to when the Fed increase the interest rates??

Hansel

I see. So now we can expect higher DPU ....
so it's a good time to buy USD now??

how does the interest rates affect bank stocks??

MGS yield has been rising this year and now approaches 4.28%. If continue to rise we could see another round of M-REIT sell down.

Emm, bro TSOM... it's harder to increase dpu, because in order to raise dpu, the rental collected must be higher. I don't know much abt the T's and C's of the leases in Msian REITs, but I would think given the current economic situation in Msia,... no tenant would easily allow the REIT manager to raise the rental easily ! They can just move to another premise IF there is no legal binding,...

So,.. I think,... to maintain the yield-gap, the easiest way would be to drop the REIT's unit price,.... I invite opinions to my above opinion.... I'm afraid I'm more familiar with the SG mkt,....

Bro Foo,... if you look back at history, there were periods when the USD would WEAKEN even when the FOMC raise interest rates. I was surprised too when I saw this,... hence, it's not a 100% surety that the USD would strengthen with rising Feds rates,....

Even if there is a selldown, I don't think it would be as severe as during March to April time.

The real catch is reit earning itself.
Some reit may face plenty of challenge in term of maintain their earning, as it is not easy to fill up occupancy especially in office spaces.

Also, some ordinary stocks (after heavy selldown) are indeed starting to be attractive, and their yield is comparable to Reit yield.
So reit may not as attractive as last time out.

Mreit lack of liquidity, so a few big funds come to market to buy, price can stay elevated already.

Yes, current valuation, most of Mreit are not that attractive compared to months back.

But with inflation number at low point, the risk of interest hike is diminishing, so may be warrant a bit for optimism on the reit price.

Generally, reit moves inverse with interest rate.

There is not much foreign investors in MReit, frankly speaking.
It can be seen through the volume each day, and queue as well.

They are more into ordinary stocks that are bigger cap and bigger liquidity.

Local institutional funds are always keen to support and push up a bit their holding one, which we can see from recent days of rise in KLCI, always last mins surge (already consecutive these few days). 

Wait till BNM raises rates.