MReits have been in correction mode lately....the rate hike sentiment starts to take effect?
Bond market yield seems to start moving upwards, although still mildly....

This post has been edited by yok70: Oct 4 2017, 09:00 PM

a 0.5% hike for current 3% would be a 16% hike.
for a reit with 5.5% net yield, that required 3 years to neutralize this 16%.
worry on not easy to find reit that could grow income (igbreit has been the best in past few years), many have been even decreasing income.

forecast FY18 yield is 9.1 sen, which means net yield of 4.96%, which is still low. I'm expecting above 5.25% net yield for igbreit.... i'm waiting at 1.55...

This post has been edited by yok70: Nov 1 2017, 03:50 AM

price drops too mild for me actually....so mild....need more blood

ya, bond yield is moving upwards, now and near future.
So for reits, better look for those that have the potential to increase yield in near future.
i'm also looking at better 5.5% for FY18.

This post has been edited by yok70: Nov 1 2017, 04:51 PM

Alibaba and Amazon all begin to invest on physical malls, because the game must be played in both ways. Please want to touch the real thing, even if they end up buying online. So ya, good malls won't die, just the shops inside the mall change to those having connection with online retail platform.

yield so low, dropping is reasonable.

good for economy, bad for reits.
isn't that funny?

This post has been edited by yok70: Nov 17 2017, 07:58 PM

MReit sell down is still strong. Guess institution investors are selling....

cannot avoid reit stock price i guess.
the only support for reit stock price is dividend yield. If the reit cannot increase its yield over years ahead, and our interest rate continues to climb up, then rugi is not impossible to happen. Although it seems impossible for malaysia's rate to climb back to that crazy 10% some decades ago, but a 4% is not impossible for future 4-6 years if economy works out fine. That case, our reit's yield must increase at least 30% to neutralize that rate hike, or else the reit stock price may drop 30% from here.

This post has been edited by yok70: Dec 3 2017, 08:53 PM

wow! really, mreit selling force is still strong!

you mean IGBreit regularly practice buyback for using them later to pay manager's fees? Or it just increase the unit size (that case, dilution will happen)?

lucky you to be able to catch it at the lowest 1.19.

This post has been edited by yok70: Dec 8 2017, 11:37 PM

I'm still confused that how should we report regarding stock and reit (inclusive foreign stocks through local securities such as cimb's iTrade) transactions in our income tax submission form?

Many saying dividend already paid tax, and our country does not required to pay capital gain tax. But, shouldn't we report to income tax about them, so that if income tax department come to us to check our income (ie, if buying assets such as house and car etc), we can tell them we earn quite some money from stock and reit investment?

Please advice. Thanks!

Thanks!

So I do not need to worry at all regarding income from capital gain?

How to calculate out the numbers for them if a big part comes from capital gain? It's crazy to keep track of all numbers and all transactions for future calculation

This post has been edited by yok70: Dec 19 2017, 03:55 AM

thanks for the advice.
that's a lot of papers to keep

7 years?! wow....mountain thick!

people keep reading newspaper saying next year office rental will lower even at prime location, so many scare.

This post has been edited by yok70: Dec 22 2017, 05:38 AM

OMG!