MV got some rats issues recently
From the bakery to the supermarket.. Saw in FB.. So disgusting

Wonder if these would make less people visit the mall

Let me blow some water into your side. (You can ignore if it pleases you)

I don't like to do the key in of orders.

Why?

My keyed order runs the risk of getting filled in the worst possible manner.... ie... the 1 batang-ers.

You are the rare one. All the people I know in real life don't have the patient like you and paid tuition fees before they finally learn how to invest and trade 

And almost all of them always talked about how much they make (like our auntie here - ya auntie is just a reference with no offence) giving out details which share they bought, how much they bought (usually at the lowest price) and how much they sell (usually the highest). Like you said - boasting. They never tell stories how much they loss until they are asked...

I don't doubt them. They could and really made such money in a specific time slot for specific stock. But to do it consistently, nobody can always win.

Funny enough if they always make money why are they/family still working    Should have poured all the money they have into stock market and become the next warren buffett   

Anyway, you are doing the readers here a community service by warning them share trading does not always win 

The math is if US Treasuries yield become higher and higher, the gap between treasuries yield and reit yield become narrower, which make reit less attractive, hence foreign investors may not too keen on reit, unless with higher yield (so reit price needs to go lower)

Reit is under some selling pressure with treasuries yield rising fast after DT won the presidency.

Typical lah. When make money then show off. When lose money diam diam 

Anyway, now good shopping time for the bold 

Where is untie the reit trader ? No more "good weekend dinner" ?

Show your paper lost leh....

Based on my last read on MQreit, in my memory (if my memory still intact) yes, there will be some dilution effect, and I expected around 6% or so at current pricing of 1.2x.
While if not mistaken, Menara Shell is under long term lease, so it does provides steady income for near term.

1.00~1.2 level may be a bargain then.

With treasuries yield creeping higher as well as MGS, we need >6% on reit to justify the risk taken.

so this want good or bad new??
sifu boleh explain ar..

even university student also can do tht by edit some word haha

my noob opinion maybe not good for short term good for long term??

ohh..i see..terima kasih Pink Spider sifu

Pedestrian bridge from Mid Valley to Setia Eco collapses.
Gonna affect IGBREIT?

not sp setia meh?

I'm more worried about why all reits climbed up like rocket today... to be specific, last 2 hours...

Queue so many days, tak beli lagi, after climb, tak payah beli lo...

what is that so gila about?

Why UOA REIT on steroid? Shot up to 1.83?  Not logical, since the REIT is office properties, there shld be concerns on the supply glut or rental yield donwtrend .....

At current environment, it is already a big task for reit to maintain their DPU, let alone growing... may be except IGBreit.
Office space and industrial may face the risk of non-renewal of expired lease, while secondary mall are facing occupancy issues due to potential oversupply.

Rental yield is poor due to escalating property valuation for the last few years, so it becomes harder for reit to inject yield accretive property.

Also, refinancing cost may become more expensive due to higher yield of MGS and bonds market sell down recently, which may reduce marginally their DPU for those need to refinance their due borrowing.

That's because of the Season Parking.... nevertheless the fuller the parking the more revenue IGBREIT earns

looks like IGB still can get good rental reversion.our company pay quite a bit of rental increment for renewal terms lol

Who thinks MY Reit is over priced?

For example.. IGBREIT is now trading at 4.6% gross yield and PAVILION is trading at 4.5% gross yield

After 10% tax.. these will yield 4.14% NET yield and 4.05% NET yield.. not much different compared to FD rate of around 3.8%-4.0%

So why has Malaysia REITs went bonkers? Is it due to excessive speculation or rush to safety?  Sometimes prices can be illogical for a long period

Come Discuss!