Outline ·
[ Standard ] ·
Linear+
M Reits Version 7, Malaysia Real Estate Investment
|
SUSPink Spider
|
 Nov 4 2015, 06:17 PM
|
|
QUOTE(Showtime747 @ Nov 4 2015, 06:13 PM) But if you look at the Reits over the years, capital appreciation (if any, some even below IPO price) is low even after the super bull property market for the last 5 years. Whereas those individually held smaller properties, if bought pre-2009, capital appreciation is ridiculous So if we compare both "dividend+share price increase" vs "rental+capital appreciation", it is still a tough comparison I just LOL-ed at your siggy  Keeping for future reference?  |
|
|
|
|
|
SUSPink Spider
|
Nov 4 2015, 06:37 PM
|
|
|
QUOTE(value_investor @ Nov 4 2015, 06:30 PM) Capital appreciation is the same for both since both are real estate, the only difference is one is valued by professional valuer while another is value by greedy developer and unicorn iProperty asking prices. If u dunno about stocks and REITs dun simply spew...  Professional valuers MAY value a REIT's portfolio at RM10M YET the market may not appreciate it and value the REIT at less than that Market is buying the yield, NOT the NAV in the case of REITs. MQREIT is now trading below NAV IGBREIT above NAV Like myself, I don't give a damn about NAV. What I'm interested is my dividend yield. |
|
|
|
|
|
SUSPink Spider
|
Nov 4 2015, 09:21 PM
|
|
|
The displayed yield is incorrect, have to divide half.
|
|
|
|
|
|
SUSPink Spider
|
Nov 5 2015, 03:24 PM
|
|
|
MQREIT reported decent results, Platinum Sentral acquisition is earnings-accretive after all  |
|
|
|
|
|
SUSPink Spider
|
Nov 5 2015, 04:35 PM
|
|
|
Here comes IGBREIT trading opportunity again!  |
|
|
|
|
|
SUSPink Spider
|
Nov 11 2015, 07:08 PM
|
|
|
|
|
|
|
|
|
SUSPink Spider
|
Nov 11 2015, 09:17 PM
|
|
|
QUOTE(wil-i-am @ Nov 11 2015, 09:10 PM) Based on annualized dividend ending 31/12, current DY of 4.25% (net) is pathetic  dumping tomorrow luckily already dumped some at 7.17  |
|
|
|
|
|
SUSPink Spider
|
Nov 13 2015, 04:24 PM
|
|
|
MQREIT |
|
|
|
|
|
SUSPink Spider
|
Nov 13 2015, 05:19 PM
|
|
|
QUOTE(elea88 @ Nov 13 2015, 05:03 PM) i am back in IGBREIT at 1.30...  Damn u REIT scalper  Lucky u This post has been edited by Pink Spider: Nov 13 2015, 05:20 PM |
|
|
|
|
|
SUSPink Spider
|
Nov 19 2015, 06:37 PM
|
|
|
QUOTE(kyle_kl @ Nov 18 2015, 02:01 PM) what happen to MQREIT? top-up at 1.09... The drop continues |
|
|
|
|
|
SUSPink Spider
|
Nov 19 2015, 07:20 PM
|
|
|
QUOTE(TC-Titan @ Nov 19 2015, 07:15 PM) Hmmmm just received my first distribution from ARReit. Overall happy with the distribution, but seriously not cool with the stamp duty, bank charges and GST by Maybank Nominees. Any suggestions on what I can do to avoid having such charges again? As in request for all dividends to be transferred to my personal savings account? U opened the wrong trading account. Why did u open a nominee account? Go open a DIRECT CDS account under your name. |
|
|
|
|
|
SUSPink Spider
|
Nov 19 2015, 07:40 PM
|
|
|
QUOTE(TC-Titan @ Nov 19 2015, 07:34 PM) haha didn't realise at all. Thanks!  Opened the Maybank trading account few years back. Now only using this account actively this year. Possible to close off the nominee account and transfer all shareholdings to the direct CDS? PS: MQReit seems like slowly heading towards 1.00. At that level the yield and capital appreciation should be good. If u transfer from Maybank nominee to a direct CDS account thru Maybank, most likely they will charge u, unless u are a big shark customer Go to a broker u like, talk to them about transfer from Maybank nominee to them, see if they willing to waive/give rebate for the transfer fee. MQREIT, current yield is already good... |
|
|
|
|
|
SUSPink Spider
|
Nov 19 2015, 07:56 PM
|
|
|
http://www.theedgemarkets.com/my/AA/dashbo...7&exchange=KLSENet yield about 6.8% But this is a REIT with negative growth in both topline and bottomline
|
|
|
|
|
|
SUSPink Spider
|
Nov 19 2015, 08:45 PM
|
|
|
QUOTE(wil-i-am @ Nov 19 2015, 08:33 PM) Surprisingly u keen on Arreit too researched before =/= keen And...those figures are easily available online, don't need 1 mins already "researched"  |
|
|
|
|
|
SUSPink Spider
|
Nov 19 2015, 09:16 PM
|
|
|
QUOTE(TC-Titan @ Nov 19 2015, 09:05 PM) Aiya, if u have researched before then u shud know why the topline n bottomline is like that. And u shud also know what mgr is doing about it. I believe we will see a change from 2016 onwards. Hopefully, one day there will be a catalyst to make the share price exceed the NAV like axisreit and others. But...why bet on "hope" when there are clear better performers out there? |
|
|
|
|
|
SUSPink Spider
|
Nov 20 2015, 04:58 PM
|
|
|
QUOTE(felixmask @ Nov 20 2015, 04:34 PM) Performance - Viet Moi vs JAV(New Pinky Avatar) As we know old pinky Avatar Viet Moi more sexy that current JAV Pinky avatar » Click to show Spoiler - click again to hide... « where is Pinky Bro Viet Moi ? more chun A kepala hotak kau V  |
|
|
|
|
|
SUSPink Spider
|
Nov 23 2015, 06:04 PM
|
|
|
What weakness in office properties? UOAREIT net income up 4% 2015 Q3 results here: http://disclosure.bursamalaysia.com/FileAc..._FR_ATTACHMENTS |
|
|
|
|
|
SUSPink Spider
|
Nov 24 2015, 12:52 AM
|
|
|
QUOTE(wil-i-am @ Nov 23 2015, 11:38 PM) Attractive rolling DY of 6.20% (net) UOA never disappoints  |
|
|
|
|
|
SUSPink Spider
|
Nov 24 2015, 09:18 AM
|
|
|
QUOTE(wodenus @ Nov 23 2015, 09:35 PM) it's about 3.3% above NAV now.. so yeah  U want to buy only stocks that trades below NAV, go ahead no one's stopping u |
|
|
|
|
|
SUSPink Spider
|
Nov 24 2015, 12:29 PM
|
|
|
QUOTE(gark @ Nov 24 2015, 09:48 AM) Umm the yield is not exceptionally high.. so I still prefer MV.. At this rate of growth... Next year 6.2% x 1.04 = 6.448% Next next year 6.70592% Not too bad lar for an office REIT |
|
|
|
|
Quote
0.0333sec
0.44
7 queries
GZIP Disabled