so basically MV, Pavi, KLCC & Pyramid should have minimal impact while those new mall might be struggling to survive

who going to BTS nowadays..

mostly people are going to Pavilion (if in BB area). Monorail also didn't help bring in the crowd 

CMMT result also quite disappointing as well.

I believe it will still have 8-10% rental revision for upcoming report

I'm trying to understand the concept of dividend yield.

if the DY is 7%, then the return on the stock (from dividend) is 7%??
so if we invest RM10k, the return will be RM700 per year??

but what about the fluctuation in the price?? how is that taken into account?
to calculate DY, I take dividend divided by stock price. But which stock price do we choose?? 

so DY doesn't take into account increase in stock prices?? If stock price increases, DY is lower but the price of stock has already gone up. Isn't that a good thing?

thanks!

Would you say now is still a good time to put money into REITs, since the interest rates is so high now at 4.5%??

Selling IGBreit, yield become not as attractive anymore.

Temporarily should be cash (FD now got 4.x%).

Eyeing O&G and distressed property stocks...

I find properties stocks become more attractive than reit.
Selling 50% of their NAV.

Sold some of igbreit and jump to mqreit which is laggard..

4.5% and 7%.. Difference is too big.. It is a well performed office reit if we compare to others

MQreit seems good alternative..

too bad cannot accumulate IGB Reit anymore.. 

Pinky, what is your analysis.. 

Actually I'm not that worried about MQREIT. Though a mainly-office REIT, most of its properties are occupied my data centres/shared services centre of MNCs. It involved costs and time to move out from one place to another.

I'm more worried about UOAREIT.

Hehe.. for the office side I am not so worried as it has long WALE. But for the mall side any analysis? 

WALE - weighted average lease expiry

Important factor to determine of the rental can last.. 

Sentral platinum mall leh..

Platinum Sentral is a commercial development consisting of 5 blocks of 4 to 7 storey commercial building comprising office-cum-retail space, a multi-purpose hall and 2 levels of car park together with 637 car parking bays. It is constructed on a parcel of freehold land together with the deck structure comprising the piling foundations, columns, walls, plinths and full transfer deck (“Deck”) including the road(s) constructed on part of the Deck and held under GRN 46222, Lot 73, Seksyen 0070, Bandar Kuala Lumpur, District of Kuala Lumpur, Federal Territory of Kuala Lumpur.

Name of tenant:
Small and Medium Enterprises Corporation

Malaysia (SME Corp Malaysia);

SBM Malaysia Sdn Bhd;

Suruhanjaya Pengangkutan Awam Darat (SPAD);

The ICLIF Leadership and Governance Centre;

PEMANDU

Sg Banks !