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 M Reits Version 7, Malaysia Real Estate Investment

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Syie9^_^
post Mar 30 2020, 07:51 PM

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QUOTE(return78 @ Mar 17 2020, 07:10 PM)
Although movement control order (MCO) is tentatively targeting 2 weeks. However, depend on covid19 development, please bear in mind there is chance MCO get extended if covid-19 escalated further.

> At 2018, when FED rising the interest rate, most of reit counter plunged.
> At late 2019, most reit counter hit historical high.
> At current once in 100 years outbreak, retail is among the impact sector, current price correction is still relative mild compared to 2018. On flip side, OPR rate is hit historical low.

On layman term,
2018 rate hike, it merely pay more interest, reduced profit. Mall management still able to take various efforts to counter the impact.

2020, covid 19, the outbreak had affect the ability to conduct business, MCR introduced. No sight of medicine & vaccine for covid19 yet. Mall management had very limited options to address these problems.

Its something we shall think carefully prior make the purchase with assumption it's never goes wrong with top rated reit. Headwind from external might just strong. Take a look at those top rated company in their respective industry - Airasia, GenM, Genting, which dive historical low.

Just my 2 cents.
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OPR cuts; didnt provide buffers? whistling.gif

Syie9^_^
post Mar 30 2020, 09:07 PM

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QUOTE(eric.tangps @ Mar 30 2020, 10:17 PM)
Depends on whether REITs is utilising Loans or issuing Bonds.
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If they were cash flow positive and rich in cash reserve; and can absorb losses of the rental yield; Will it affect their reits pricing/value? unsure.gif

This post has been edited by Syie9^_^: Mar 30 2020, 09:07 PM
Syie9^_^
post Feb 5 2021, 05:25 PM

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so quiet ohmy.gif
Syie9^_^
post Apr 28 2021, 10:01 PM

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IGB Commercial reit coming soon, any take?
Syie9^_^
post Apr 28 2021, 10:51 PM

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QUOTE(rocketm @ Apr 29 2021, 12:15 AM)
Is it a new reit going to IPO?
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that`s the offset from its commercial property, off IGBB asset book.


Syie9^_^
post Apr 28 2021, 11:03 PM

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QUOTE(rocketm @ Apr 29 2021, 12:30 AM)
Yes, I read the news that the REIT will buy from IGB group's holding.

So there will be 2 IGB reits if the newly go to IPO. Is that correct?
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Yes, that`s what everyone perspective is pointing to. sweat.gif

This post has been edited by Syie9^_^: Apr 28 2021, 11:04 PM
Syie9^_^
post Apr 28 2021, 11:14 PM

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QUOTE(rocketm @ Apr 29 2021, 12:39 AM)
So far not confirmed listing date right?
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Yea, no exact date mention. hmm.gif
Syie9^_^
post May 8 2021, 11:16 AM

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QUOTE(seanlam @ May 8 2021, 08:54 AM)
why ah no combine under one roof? save money, save resources.

i know one of the reason could be.... double post, double pay😉 for those hols two positing or more under the groip
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you are right. hmm.gif

 

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