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 M Reits Version 7, Malaysia Real Estate Investment

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Cubalagi
post Jan 13 2020, 01:30 PM

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QUOTE(rocketm @ Jan 13 2020, 08:53 AM)
Oh, nice info. But how to determine whether a REIT is traded at premium or discount. What are the parameter to use to determine?
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U can look at the net assets per share which is published together with the quarterly financials.

Eg the solid Sunway Reit (5176)
Net Asset per share: RM1.49
Closing price yesterday: RM1. 84

U are paying more for the assets.

Compare with Amanah Raya Reit (5127)
Net asset per share: RM1. 34
Closing price yesterday: RM0.74

Big discount! Cheap sale.

This post has been edited by Cubalagi: Jan 13 2020, 01:31 PM
bmwcaddy
post Jan 13 2020, 01:55 PM

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QUOTE(Cubalagi @ Jan 13 2020, 01:30 PM)
U can look at the net assets per share which is published together with the quarterly financials.

Eg the solid Sunway Reit (5176)
Net Asset per share: RM1.49
Closing price yesterday: RM1. 84

U are paying more for the assets.

Compare with Amanah Raya Reit (5127)
Net asset per share: RM1. 34
Closing price yesterday: RM0.74

Big discount! Cheap sale.
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But but but...Sunway pyramid everyday full and packed tongue.gif
cherroy
post Jan 13 2020, 02:01 PM

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QUOTE(Cubalagi @ Jan 11 2020, 06:06 PM)
2. Dividends will be based on the Reit actual profits. Under the law, a reit must distribute 90% of its profits in order to benefit from 0 corporate tax. So they always pay 90%.
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Just to add.

Reit distribution is based its realised profit or income, those unrealised profit like property valuation is non-distributanle.

rocketm
post Jan 13 2020, 07:18 PM

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QUOTE(Cubalagi @ Jan 13 2020, 02:30 PM)
U can look at the net assets per share which is published together with the quarterly financials.

Eg the solid Sunway Reit (5176)
Net Asset per share: RM1.49
Closing price yesterday: RM1. 84

U are paying more for the assets.

Compare with Amanah Raya Reit (5127)
Net asset per share: RM1. 34
Closing price yesterday: RM0.74

Big discount! Cheap sale.
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Thanks for the sharing Sifu.
TOS
post Jan 18 2020, 10:59 AM

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This post has been edited by TOS: Jan 18 2020, 11:04 PM
Havoc Knightmare
post Jan 18 2020, 12:33 PM

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QUOTE(Havoc Knightmare @ Oct 14 2019, 03:02 PM)
Bought KIP REIT ahead of the Budget 2020 announcement since B40 are getting some goodies. Also, the dividend will jump this coming quarter if one bothers to monitor the newsflow surrounding this REIT.
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As predicted, KIP has been one of the top performing REIT in bursa over the last few months, but no one has noticed.
alesi616
post Jan 22 2020, 04:26 PM

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BNM drop OPR for 0.25%!

Any impact to the REIT price? rise? drop?
PumpIt P
post Jan 22 2020, 04:32 PM

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QUOTE(alesi616 @ Jan 22 2020, 04:26 PM)
BNM drop OPR for 0.25%!

Any impact to the REIT price? rise? drop?
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REIT price seems to be going up
cherroy
post Jan 22 2020, 06:02 PM

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QUOTE(alesi616 @ Jan 22 2020, 04:26 PM)
BNM drop OPR for 0.25%!

Any impact to the REIT price? rise? drop?
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Reit becomes more attractive.

Reit is always moving inverse with interest rate.
AthrunIJ
post Jan 22 2020, 06:33 PM

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QUOTE(cherroy @ Jan 22 2020, 06:02 PM)
Reit becomes more attractive.

Reit is always moving inverse with interest rate.
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If only alaqar move higher xD

Sadly no more funds to buy more 😭
AthrunIJ
post Jan 22 2020, 06:34 PM

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QUOTE(cherroy @ Jan 22 2020, 06:02 PM)
Reit becomes more attractive.

Reit is always moving inverse with interest rate.
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If only alaqar move higher xD

Sadly no more funds to buy more 😭
Havoc Knightmare
post Jan 23 2020, 08:21 AM

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QUOTE(AthrunIJ @ Jan 22 2020, 06:34 PM)
If only alaqar move higher xD

Sadly no more funds to buy more 😭
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Bought alaqar immediately at 1.33 when the BNM news came out. Its slightly undervalued at the moment so am grateful that the price didn't move up already. The DPU will only jump in 3Q 2021 when all their debts are due for refinancing next year at much lower interest rates.
AthrunIJ
post Jan 23 2020, 10:55 AM

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QUOTE(Havoc Knightmare @ Jan 23 2020, 08:21 AM)
Bought alaqar immediately at 1.33 when the BNM news came out. Its slightly undervalued at the moment so am grateful that the price didn't move up already. The DPU will only jump in 3Q 2021 when all their debts are due for refinancing next year at much lower interest rates.
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😭....
O Well, wait for funds to slowly invest.

Surprisingly today the reits didn't increase by much.
Havoc Knightmare
post Jan 23 2020, 11:14 AM

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QUOTE(AthrunIJ @ Jan 23 2020, 10:55 AM)
😭....
O Well, wait for funds to slowly invest.

Surprisingly today the reits didn't increase by much.
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I'm very thankful that Malaysian investors are not smart and savvy enough to spot these opportunities and drive prices accordingly. It creates long windows of buying opportunity. Sunway REIT's interest cost will drop immediately due to them relying heavily on short term floating rate debt, so their DPU will see a jump in the coming quarters, while other REITs will only see a similar move when their debts mature gradually. Yet the market price has not reacted.

This post has been edited by Havoc Knightmare: Jan 23 2020, 11:16 AM
AthrunIJ
post Jan 23 2020, 12:29 PM

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QUOTE(Havoc Knightmare @ Jan 23 2020, 11:14 AM)
I'm very thankful that Malaysian investors are not smart and savvy enough to spot these opportunities and drive prices accordingly. It creates long windows of buying opportunity. Sunway REIT's interest cost will drop immediately due to them relying heavily on short term floating rate debt, so their DPU will see a jump in the coming quarters, while other REITs will only see a similar move when their debts mature gradually. Yet the market price has not reacted.
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🤑🤑🤑🤑🤑🤑, hopefully the prices won't increase too much when I have the funds.
nexona88
post Jan 23 2020, 01:37 PM

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QUOTE(Havoc Knightmare @ Jan 23 2020, 11:14 AM)
I'm very thankful that Malaysian investors are not smart and savvy enough to spot these opportunities and drive prices accordingly. It creates long windows of buying opportunity. Sunway REIT's interest cost will drop immediately due to them relying heavily on short term floating rate debt, so their DPU will see a jump in the coming quarters, while other REITs will only see a similar move when their debts mature gradually. Yet the market price has not reacted.
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Hmm..
Interesting fact..
Didn't really realize that part...
Now I know 🤑
TrustULoveU
post Jan 23 2020, 01:52 PM

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how to buy Reits?
nexona88
post Jan 23 2020, 03:02 PM

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First thing first..
Open CDS & trading account first 😁
TrustULoveU
post Jan 23 2020, 10:53 PM

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QUOTE(nexona88 @ Jan 23 2020, 04:02 PM)
First thing first..
Open CDS & trading account first 😁
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open d.. what portfolio should i be looking into ?
nexona88
post Jan 24 2020, 08:09 AM

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QUOTE(TrustULoveU @ Jan 23 2020, 10:53 PM)
open d.. what portfolio should i be looking into ?
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Sunway, IGB Reit among others..
U can never go wrong with this high profile counters 💪

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