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 M Reits Version 7, Malaysia Real Estate Investment

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SUSPink Spider
post Feb 4 2015, 05:15 PM

Formerly known as Prince_Hamsap
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KLCC fly even higher doh.gif
SUSPink Spider
post Feb 4 2015, 05:40 PM

Formerly known as Prince_Hamsap
********
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QUOTE(lonelywalker @ Feb 4 2015, 05:27 PM)
Good news for you isn't ?

Since you holding it rclxms.gif
*
very small holding doh.gif

Was queuing at 6.90...didn't get doh.gif
SUSPink Spider
post Feb 5 2015, 11:46 AM

Formerly known as Prince_Hamsap
********
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QUOTE(felixmask @ Feb 5 2015, 11:40 AM)
klcc 6.92 almost reach your net.
*
Today I queue at 6.81, cos today low at 6.80 blush.gif

No time to key in revised order
SUSPink Spider
post Feb 9 2015, 05:39 PM

Formerly known as Prince_Hamsap
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QUOTE(wankongyew @ Feb 9 2015, 05:15 PM)
UOAREIT solidly down to below 1.6. When to buy back?
*
I'm good with 1.52...6.5% net yield
SUSPink Spider
post Feb 12 2015, 11:16 PM

Formerly known as Prince_Hamsap
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QUOTE(CP88 @ Feb 12 2015, 11:10 PM)
More assets to QCap translates more divvy. Pink Spider can top up liau.  biggrin.gif
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But forum members at http://klse.i3investor.com are not too keen on this deal hmm.gif
SUSPink Spider
post Feb 12 2015, 11:34 PM

Formerly known as Prince_Hamsap
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Ya, I'd rather have Sooka Sentral than Platinum Sentral.
SUSPink Spider
post Feb 13 2015, 12:19 AM

Formerly known as Prince_Hamsap
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QUOTE(KVReninem @ Feb 12 2015, 11:59 PM)
WHy platinum sentral? that is like campus office... shakehead.gif

if sme gooding, google or whoever big IT wanna come in and lease..then its good. But atm, so many office space whistling.gif

also

Platinum Sentral is poised to benefit from KL Sentral’s worldclass city. As Malaysia’s first green commercial building to be awarded by the highest rating Singapore’s BCA, Platinum Sentral includes contemporary office building, high-end retail, hospitality zone and green space.

so much b.s  wink.gif

its like buying a building with "unknown" forecast or use yet rclxub.gif ...
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...which a REIT shouldn't be buying. A REIT is supposed to only buy MATURE assets. dry.gif
SUSPink Spider
post Feb 13 2015, 12:34 PM

Formerly known as Prince_Hamsap
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Screw u MRCB (and Quill if they accepts this deal) shakehead.gif

QUOTE
He said although Platinum Sentral, which is 100% occupied, had a yield of 5.7%, much of its rental revenue went towards loan repayment. Disposing of Platinum Sentral would help it “to recycle its capital”.

http://www.thestar.com.my/Business/Busines...tral/?style=biz
SUSPink Spider
post Feb 13 2015, 02:33 PM

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Fans of UOAREIT...prepare for 6.5% net yield...it's coming soon brows.gif
SUSPink Spider
post Feb 13 2015, 02:40 PM

Formerly known as Prince_Hamsap
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QUOTE(nexona88 @ Feb 13 2015, 02:36 PM)
why the drop? blink.gif
*
Love needs no reason wub.gif

Stock go up/down also needs no reason tongue.gif
SUSPink Spider
post Feb 13 2015, 06:09 PM

Formerly known as Prince_Hamsap
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QUOTE(felixmask @ Feb 13 2015, 06:06 PM)
Valentine day....buy lah one reits for ur gf.
*
Real Extreme Injection from Testicles? brows.gif
SUSPink Spider
post Feb 13 2015, 06:16 PM

Formerly known as Prince_Hamsap
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QUOTE(nexona88 @ Feb 13 2015, 06:14 PM)
good drool.gif  brows.gif

make sure not 1+1=3  tongue.gif
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If inject liao still not 1+1=3, need go Al-Aqar Healthcare REIT geh hospitals to check liao doh.gif
SUSPink Spider
post Feb 13 2015, 06:23 PM

Formerly known as Prince_Hamsap
********
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QUOTE(nexona88 @ Feb 13 2015, 05:50 PM)
HEKTAR REAL ESTATE INVESTMENT TRUST

Final Dividend of 2.7 sen gross per HEKTAR REIT unit for the fourth quarter ended 31 December 2014.

EX-date 03/03/2015
Entitlement date 05/03/2015
Entitlement time 05:00:00 PM
Payment date  20/03/2015
*
Back to topic guys! tongue.gif

Dividend is stable, but no growth.

Revenue stagnant
Increasing operating expenses

HEKTAR holders...watch out whistling.gif
SUSPink Spider
post Feb 17 2015, 03:27 PM

Formerly known as Prince_Hamsap
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QUOTE(kwiklee @ Feb 17 2015, 11:30 AM)
Wen what indicators should I look at to determine what to buy ?

What normally affects the reits stocks ?
Any master here got time ? I can treat you a drink for your valuable time to meet up for some guidance
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U go book a roundtable at Starbucks, I'm more than willing to join laugh.gif
SUSPink Spider
post Feb 17 2015, 03:46 PM

Formerly known as Prince_Hamsap
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QUOTE(Hapeng @ Feb 17 2015, 03:45 PM)
big guns all come out already. kwiklee u better arrange and set up the meeting
*
Cantonese saying..."teng zhe yau fan"...all listeners are entitled laugh.gif

wongmunkeong...if CNY got NBTD...u may WhatsApp me ajak anytime brows.gif
SUSPink Spider
post Feb 20 2015, 07:00 PM

Formerly known as Prince_Hamsap
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QUOTE(wil-i-am @ Feb 20 2015, 02:20 PM)
Qcapita acquisition of Platinum Sentral will reduce EPS fr 8.76 cents in FY12/2014 to around 8 cents in FY12/2015
Assume dividend @ 95% of EPS, dividend should reduce fr 8.38 cents to 7.60 in FY12/2015
Thus, DY will drop from 6.81% to 6.18% (b4 10% wht)
At DY of 5.56% (net), I urge existing shareholders to vote 'against' d acquisition on 12/3
*
Quill said they will increase DPS/EPS % after Platinum Sentral acquisition to maintain current dividend yield...konon yawn.gif hmm.gif

Btw, the "I" refers to u or are u quoting someone else? hmm.gif
SUSPink Spider
post Feb 21 2015, 12:31 PM

Formerly known as Prince_Hamsap
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My 2 sen worth...

Dividend yield reducing but as price to pay for increasing portfolio diversity and value, MAY be a good thing.

E.g. KLCCREIT and AxisREIT net dividend yield <5%, still not ppl buy.
SUSPink Spider
post Feb 23 2015, 10:15 AM

Formerly known as Prince_Hamsap
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What happened to UOAREIT...jumped to 1.60 shocking.gif

This post has been edited by Pink Spider: Feb 23 2015, 10:15 AM
SUSPink Spider
post Feb 24 2015, 09:23 AM

Formerly known as Prince_Hamsap
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Anyone of u received the Quill Capita REIT circular on Platinum Sentral acquisition?

Briefly read thru during my morning berak session...it really is a sucker deal shakehead.gif

Sell, hold or vote no during the meeting? Don't u think the majority shareholders/management would be able to bulldoze the deal through?
SUSPink Spider
post Feb 24 2015, 04:06 PM

Formerly known as Prince_Hamsap
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No Quill Capita investors here? rclxub.gif

Unker cherroy, no comments on Platinum Sentral and MRCB entry?

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