good news for ARREIT

http://www.bursamalaysia.com/market/listed...cements/4786069

is it still a good time to invest in REIT with interest rates going up now?

now FD can already get 4%.

From my pov, interest rate may be peak for near term already.

There is no reason for BNM to hike OPR for near term.

A reit should have 150~250 basis point above what FD can give.

those are promotional rates, which are only seasonal/temporary

"fixed" FD rates are now still in the range of 3.2-3.4%

So, as long as net yield 5% and above, still ok IMHO

cmmt?

SC has given the green light to Axis-REIT’s proposed unit split, income distribution reinvestment plan (IDRP) and placement plan.
http://www.theedgemarkets.com/my/article/g...an?type=Markets

U go visit Sg Wang Plaza baru talk

management still able to mitigate sg wang plaza impact.. still need to monitor.. below 1.3, DY looks good

Below 1.30? U slowly wait first

after dividend ex date and PP sentiment issue?

if got money pay then good loh, if not just shut the factory and everthing in the factory premises should be seal as of the court orders...... then the wayang can drag some further miles......

Regret not catching Pavilion at 1.46 that day

Haven't been to Sg Wang for quite a while. Can you give an estimate what is the occupancy like now? A rough estimate? And you think it is going to improve? TQ

what do you mean by "wayang can drag some further miles"

depend the duration the court can settle the case; sometime didnt get agreement both party drag who is long live to win the result.

Thought you waiting at 1.40

Sometimes...u gotta settle for second best

Thought you entered some MQ consider consolation prize la.

I thought judgment has been passed as per the announcement? What else to drag?

Judgment passed is one thing

The parties proceed to settle as per judgment is another