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 M Reits Version 7, Malaysia Real Estate Investment

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moosset
post Feb 3 2020, 10:36 AM

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MReits are very strong. The price doesn't go down at all...
moosset
post Feb 13 2020, 10:17 PM

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oh no...... missed the boat. Sunway REIT will surely jump tomorrow. sad.gif
moosset
post Feb 14 2020, 10:14 AM

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QUOTE(Havoc Knightmare @ Feb 14 2020, 09:28 AM)
Profits include revaluation gains on the property, while NPI is a better reflection of the actual cash flow generation. Dividends can only come from the cash flow generated, because the 'profit' from an asset revaluation can and is usually distributed one-off when the asset is disposed and the cash realized. REITs are not like typical stocks where the companies can borrow money to pay dividends, the cash flow matching is a lot stricter.
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but in December, Singapore's MNACT announced that it would borrow money to pay dividend, no?

I think Ramjade also posted this in SReit forum.
moosset
post Feb 18 2020, 12:02 PM

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So, lower rents >> lower NPI >> lower dividend?

------------------------------------------------

Retailers seek rental rebates to ride out Covid-19 effects

https://www.theedgemarkets.com/article/reta...covid19-effects

KUALA LUMPUR: Retail associations locally are appealing for mall and shophouse landlords and owners to give rental rebates of between 30% and 50% for the next six months for retailers to ride out the Covid-19 outbreak's effects.

The call was jointly made by the Malaysia Retailers Association, Malaysia Retail Chain Association, Bumiputera Retailers Organisation, Asean Retail-Chains and Franchise Federation and Branding Association of Malaysia.

The associations said the rebates are similar to what malls and landlords have done for their tenants in Hong Kong and Singapore.
moosset
post Mar 2 2020, 06:35 PM

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Are we expecting BNM to cut OPR tomorrow?

thinking of selling MReit.
moosset
post Mar 16 2020, 03:24 PM

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QUOTE(frostfrench @ Mar 16 2020, 03:16 PM)
When price can we buy a bit? sad.gif
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if you buy a little bit like less than RM5k, you can enter anytime now....
moosset
post Mar 16 2020, 03:51 PM

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QUOTE(frostfrench @ Mar 16 2020, 03:45 PM)
Thank you
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if you're worried, can queue at a lower price.
moosset
post Mar 16 2020, 03:57 PM

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QUOTE(frostfrench @ Mar 16 2020, 03:56 PM)
not worry. am in reits for long term.
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if long term, then no problem.

Just reserve some cash and queue around RM 1.40...
moosset
post Mar 16 2020, 06:33 PM

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so tomorrow IGB REIT will rebound with no IDSS?? I haven't topped up yet....
moosset
post Mar 17 2020, 06:46 PM

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QUOTE(nexona88 @ Mar 17 2020, 06:28 PM)
first time there's 2 deaths case..
so it's could be increasing for next few weeks...
and as more being tested.. and the kiasu attitude of panic buying past few days sure would make the 2 week closure useless.. so there's very high chance of extended maybe till 15 April tongue.gif
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I wonder if the panic buy would benefit the FMCG companies.... hmm.gif
moosset
post Mar 18 2020, 11:11 AM

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QUOTE(HolyAssasin4444 @ Mar 16 2020, 07:28 PM)
I had 2 limit orders at 1.63 and 1.49 set up long ago today kena

Then saw the price drop so badly too good to be true so personally buy more at 1.51 😁
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if you bought at RM 1.50 .... now instant 10% profit!! rclxm9.gif
moosset
post Mar 30 2020, 02:59 PM

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QUOTE(knight @ Mar 30 2020, 02:14 PM)
Guys. REIT may not a discount. Think about it, they at least lost 1Q but I think they lost 2Q for REITs like PAV, SUNREIT, IGBREIT, etc due to lockdown and COVID.

EPS will be cut by a quarter or two. Even thought PE looks low but the EPS is not yet updated. Meaning you may not buying a discounted price. If you plan to keep short term like less than 1 year, think about it.

Obviously Dividend will be alot less this year. Maybe 2Q less than previous yeild.
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the tenants don't need to pay rent during this period?
moosset
post Mar 30 2020, 03:32 PM

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QUOTE(Cubalagi @ Mar 30 2020, 03:27 PM)
They will have too, but I'm sure there will be big discounts and waivers during the MCO period. The problem will be what comes after, if the economy gets worse.
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then those of us who pay rent for our homes should also get some discount.... sad.gif
moosset
post Apr 9 2020, 05:41 PM

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waiting for IGBReit to go up so that I can sell. sad.gif
moosset
post Apr 10 2020, 03:11 PM

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QUOTE(knight @ Apr 10 2020, 09:34 AM)
if u buy reit waitting it to go up then sell, Dont buy reits. Thats not the purpose buying reits and u wont earn alot.
Reit is for long term and people buy it for dividend.
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already hold it for a few years. Regret didn't sell when it was RM 2+ .... sad.gif

there are other attractive stocks now, so want to get out of this and buy something else.

This post has been edited by moosset: Apr 10 2020, 03:12 PM
moosset
post May 21 2020, 11:52 AM

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QUOTE(tangtang22 @ May 21 2020, 09:14 AM)
CMMT is switching from cash dividiends to proposing to give out units as dividends... meh.....
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help you to reinvest mah... tongue.gif
moosset
post May 21 2020, 01:40 PM

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QUOTE(frankliew @ May 21 2020, 01:37 PM)
IGBreit and Axreit is much better that have office and hotel now.
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I forgot IGB Reit has offices... I thought just retail.

What % of its operating profits are from offices?
moosset
post May 27 2020, 07:18 PM

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QUOTE(thecurious @ May 27 2020, 03:11 PM)
Just wanted to ask a generic question here on IGBREIT. Why is it so popular? from recent announcements, AXREIT and Sunreit is better right? but I just see IGBREIT rising all the time while the others are stagnant?
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where got rising.... still stagnant ...

can't even reach its previous high....
moosset
post Jul 29 2020, 11:14 PM

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QUOTE(pisces88 @ Jul 29 2020, 05:59 PM)
holding amfirst around 2013 until now, from rm1 already rm0.38 now.

i think only reits for prime shopping malls like igb, klcc and pav worth to hold. offices etc, dont look good
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dropped so much? rclxub.gif

how many times did you DCA?
moosset
post Aug 4 2020, 11:48 PM

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QUOTE(pisces88 @ Aug 4 2020, 04:03 PM)
Which ones? Amfirst -60%, arreit -30%... Gg hahah
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wah... -60% also you sold? sad.gif

maybe I should sell some of my shares...
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