M Reits Version 7, Malaysia Real Estate Investment
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 Jul 3 2015, 12:02 PM
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Senior Member
3,165 posts Joined: Feb 2015 
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QUOTE(Pink Spider @ Jul 3 2015, 09:31 AM) Judgment passed is one thing Well, payment of money owed can drag but the other party can sue for winding up but at the very least the property is taken back and can lease again.The parties proceed to settle as per judgment is another   |
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Jul 3 2015, 02:12 PM
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All Stars
24,454 posts Joined: Nov 2010
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relevant for retail reits.
QUOTE Parkson, CapitaMalls shares fall on weaker Malaysian retail sales forecast By Danial Idraki / theedgemarkets.com | July 3, 2015 : 1:36 PM MYT Share on facebookShare on twitter Printer-friendly versionSend by emailPDF version KUALA LUMPUR (July 3): Parkson Holdings Bhd ( Financial Dashboard) and CapitaMalls Malaysia Trust (Financial Dashboard) fell after consulting firm Retail Group Malaysia (RGM) cut its 2015 sales growth forecast for Malaysia. According to a report by The Edge Financial Daily today, RGM cut its growth forecast to 4% from 4.9%. It was reported that RGM foresaw consumers holding back spending, on higher cost of living and expectations of higher retail prices on a weaker ringgit. At 12:30pm, Parkson (fundamental: 1.8; valuation: 1.7) fell two sen or 1.3% to RM1.55, with 618,700 shares traded. Meanwhile, Capitamalls (fundamental: 1.8; valuation: 2) fell one sen or 0.7% to RM1.34, with some 1.4 million shares done. http://www.theedgemarkets.com/my/article/p...-sales-forecast |
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Jul 3 2015, 02:20 PM
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Senior Member
16,872 posts Joined: Jun 2011 
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QUOTE(AVFAN @ Jul 3 2015, 02:12 PM) relevant for retail reits. oi, don't spread doom and gloom!  |
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Jul 3 2015, 02:25 PM
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All Stars
24,454 posts Joined: Nov 2010
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QUOTE(Pink Spider @ Jul 3 2015, 02:20 PM) oi, don't spread doom and gloom! hehe... where got such power...  |
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Jul 3 2015, 02:26 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(AVFAN @ Jul 3 2015, 02:25 PM) hehe... where got such power... CMMT is overpriced now la...drop is normal |
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Jul 3 2015, 02:32 PM
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Senior Member
1,057 posts Joined: Oct 2011
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QUOTE(Pink Spider @ Jul 3 2015, 02:26 PM) CMMT is overpriced now la...drop is normal what is the reasonable price? |
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Jul 3 2015, 02:37 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(kyle_kl @ Jul 3 2015, 02:32 PM) what is the reasonable price? work backwards for net yield of 6%1.30 to be on the safe side This post has been edited by Pink Spider: Jul 3 2015, 02:39 PM |
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Jul 8 2015, 05:00 PM
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Senior Member
16,872 posts Joined: Jun 2011
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A joker sold down 1 lot of MQREIT and then run away
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Jul 8 2015, 07:47 PM
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Senior Member
3,806 posts Joined: Feb 2012
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IGBREIT dropped to 1.29 today. What are the impacts of weak MYR on shopping malls
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Jul 8 2015, 09:56 PM
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Senior Member
1,449 posts Joined: Dec 2007
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QUOTE(river.sand @ Jul 8 2015, 07:47 PM) IGBREIT dropped to 1.29 today. What are the impacts of weak MYR on shopping malls higher operation cost for some retailers hence occupant decrease?  |
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Jul 8 2015, 09:58 PM
Show posts by this member only | IPv6 | Post
#731
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Staff
25,802 posts Joined: Jan 2003 From: Penang
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CMMT yield is becoming more attractive, net yield more than 6%.
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Jul 8 2015, 10:07 PM
Show posts by this member only | IPv6 | Post
#732
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Senior Member
10,001 posts Joined: May 2013
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QUOTE(cherroy @ Jul 8 2015, 09:58 PM) CMMT yield is becoming more attractive, net yield more than 6%. B4 or after wht? |
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Jul 8 2015, 10:25 PM
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Senior Member
1,449 posts Joined: Dec 2007
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QUOTE(cherroy @ Jul 8 2015, 09:58 PM) CMMT yield is becoming more attractive, net yield more than 6%. might get diluted to buy TCM. |
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Jul 9 2015, 08:12 AM
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Senior Member
1,060 posts Joined: Feb 2008
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QUOTE(river.sand @ Jul 8 2015, 07:47 PM) IGBREIT dropped to 1.29 today. What are the impacts of weak MYR on shopping malls Weakening ringgit will boost the retail sector by attracting tourist to shop in Malaysia compare to Singapore.If no tourist visit malaysia then different story |
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Jul 9 2015, 09:39 AM
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Senior Member
3,806 posts Joined: Feb 2012
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QUOTE(Smurfs @ Jul 9 2015, 08:12 AM) Weakening ringgit will boost the retail sector by attracting tourist to shop in Malaysia compare to Singapore. Tourists mostly go to KLCC, Pavilion, not MidValley.If no tourist visit malaysia then different story |
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Jul 9 2015, 09:40 AM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(river.sand @ Jul 9 2015, 09:39 AM) Tourists mostly go to KLCC, Pavilion, not MidValley. but MidValley position among middle class shoppers are undisputedI wouldn't worry at least until the new Pavilion is up and running |
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Jul 9 2015, 11:56 AM
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Senior Member
1,449 posts Joined: Dec 2007
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QUOTE(Pink Spider @ Jul 9 2015, 09:40 AM) but MidValley position among middle class shoppers are undisputed by that time we have new mall coming into igbreit I wouldn't worry at least until the new Pavilion is up and running  |
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Jul 9 2015, 12:01 PM
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Senior Member
16,872 posts Joined: Jun 2011
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QUOTE(holybo @ Jul 9 2015, 11:56 AM) by that time we have new mall coming into igbreit ooh itu South apa mall izit? |
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Jul 9 2015, 01:32 PM
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Senior Member
3,806 posts Joined: Feb 2012
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QUOTE(Pink Spider @ Jul 9 2015, 09:40 AM) but MidValley position among middle class shoppers are undisputed Yes, I know.I wouldn't worry at least until the new Pavilion is up and running What I am asking is, with MYR weakening at this time, is it a good idea to buy IGBREIT. |
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Jul 9 2015, 01:36 PM
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Senior Member
5,369 posts Joined: Jan 2003
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QUOTE(river.sand @ Jul 9 2015, 03:02 AM) Yes, I know. MV need refurbs its mall..What I am asking is, with MYR weakening at this time, is it a good idea to buy IGBREIT. |
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