Website got.. many banks now offer promo e-FD .. like CIMB latest, Min 10K, 3 months 4% net. Also a few more...

I always got a bunch of FD one...thats where I am keeping my bullets..

This post has been edited by gark: Oct 5 2015, 10:32 AM

I would avoid those below 6% for now..

Especially the ONE below 5% .. WITH the low upside.. almost at FD rate already de..

The above chart shows that I am 'holding' on to the correct REIT.

This post has been edited by gark: Oct 5 2015, 11:42 AM

But one has both rolling and FY14 yield below 5%, the other one just have ONE yield below 5%..

Wut? What?

This pinky put me on the table..

This is the only reit I recommend for the past years..

no need pm pm, probably next day drop back to normal price.

Wah lau.. u all stalker or what?

Got ah?

Anyway negative rental reversion for BB and the recent tropicana.. does not boost much confidence.

I was really hoping they pick up queensbay mall from parent instead...

This post has been edited by gark: Oct 5 2015, 11:00 PM

Wow... speechless..

Bukit bintang..

or Sungai Wang..

Which one? Sg wang or tropicana?

I also like..

- no interest rate risk
- no tenancy risk (Waiting list for MV > 2 years)
- no negative rental reversion risk
- Growing dividend

This post has been edited by gark: Oct 7 2015, 01:59 PM

Later when Eco City is fully developed will have new LRT service with covered walkway direct to MV

And since Eco City is mostly office and residential with a small retail portion.. imagine MV at lunch hour/weekends.

At that time I might not dare go already..



This post has been edited by gark: Oct 7 2015, 05:51 PM

MV and Gardens have a combined total of 10,220 parking bays.. its like a small city already, yet always not enough.

The car park itself earns over RM 44 million a year ...

Need to see rental & tenancy sliding from Sg Wang Plaza stop first & improvement plans for Tropicana, before can re-consider CMMT ..

Glad I sold at relatively higher price.

This post has been edited by gark: Oct 12 2015, 04:54 PM

Sungai Wang not kecik meow loh..

Contribute RM 9.5 Million NPI per Q to CMMT's total of RM 52 mil.. that is 18.2% contribution.

The NPI drop is horrifying.. from 12.6 mil in 2Q14 to 9.5 mil in 2Q15.. NPY from Sungai Wang Plaza is just 5%..

If not for the out performance of other malls, CMMT punya yield will be hard to maintain. It is better that CMMT sell off the stupiak property than end up dragging the performance of the REIT.

Another worse thing is that Sungai Wang have a NEGATIVE property reevaluation of -20 million.. drop from 840 million to 820 million Where got such prime property backslide one.. ANd it is not a new thing this has been going on for last 2 years.. for Sg Wang Plaza.

Other CMMT malls especially Gurney and East Coat Mall is doing fantastic.. and NPI is up across the board.

CMMT Corporate Presentation for 2Q15 is link below..

http://capitamallsmalaysia.listedcompany.c...on_16072015.pdf

This post has been edited by gark: Oct 13 2015, 10:27 AM

IF CMMT sell off the mall.. i will buy back.

Prime location does not guarantee success as taste change..

For now it's MV FTW!

Why everyday go midvalley?

The you should buy the REIT as you are its best customer..

Emm KLCC should be yielding higher..

Got only 1 mall which is resilient... and doing ok..

Twin twin tower & Tower 3, Petronas as biggest client also ok ... but its still a office tower so should yield higher..

Menara Maxis, Exxon mobile.. ok lah.. stadard office space

Mandarin Hotel is a bit meh .. occupancy is not consistent..

Kompleks Dayabumi.. this.. is one old building, dont like it at all \

With so much office properties and hotel, .. it does not justify 4.9% yield..

In my opinion should be around 6.5%-7% yield to justify for the assets..

But that is just me..

Why? Window shopping no need expense one mah..

Wait..wait.. wrong statement

No no, you gotta spend all your money at MV!

This post has been edited by gark: Oct 13 2015, 02:28 PM