The chance of OPR being raised is very low with current situation.

With surrounding countries adopting loosely monetory policy + Euro QE, reit is supportive by above factor, so there is a limit how low reit price can be.
Unless the economy situation falling into recession and with property market plunging then only we can see major "discount" sales on reit.

Reit is similar to own the property and rent it out.

So where is my coffee bean/Starbuck...

Only 3 months...

GST imposed on electricity bill after April...

If so, why announced tariff lower for 3 months, which is a strange statement to start with.

Hawker foods outside raised RM0.50 as far as I encountered after CNY.

I not yet received the circular, not yet read the details.

I already have some "reservation" since the proposal first come out.

Just received Qcapital circular,

Apart from bigger reit size and a little more diversification, shareholders of Qcapital have nothing to gain from the deal, instead may suffer,
1. a little dilution of DPS
2. a little dilution of NAV
3. Gearing rise from 35% to 45%. <--- which I personally don't quite like it at all.

While MRCB may have realised profit of Rm300+ million, (edited for wrongly calculated)
(Platinum Sentral book value is Rm396.9 mil as at 31 Dec 2013), while the deal is proposed at market price as at 15 Sep 2014), getting 30%+ of Qcapital shareholding in return.

I only would vote yes, if Platinum Sentral is one of major hot spot for retail (like Midvalley) and prime office space (like UOA Bangsar), so is Platinum Sentral a hot spot for above mentioned?
Is Platinum Sentral have premium and well know long term leasee? (little info apart from mentioning like SME Corp, SPAD)

PS: I don't familiar with Platinum Sentral at all.

This post has been edited by cherroy: Feb 26 2015, 12:27 AM

Looking for second love...

But Ytlreit earning was poor.

Look at its EPS number.

It is like give few cents per year, then right issue come with bang, ask RM1.00 from you back....

All the cents back to the company...

You must be joking by saying out of the 3, YTLreit's EPS is the best....

It is norm for reit to do so before any newer acquisition/private placement taken place.

As newer investors/shareholders shouldn't "enjoy" the profit before the private placement taking place, so whatever earning generated before private placement proposal should be distributed to "old" shareholders.

Set aside the forex loss,
realised (operation) EPS number is poor to start with.

Yes, when drop, mostly drop together.
But poor one, other up, she stagnant...

See Axreit, Qcap up how much since from IPO
compared to YTLreit and other...

Get the good one will do, poor one, forget it...

No good price, waiting for rabbit to bite.

With many countries slashing rate and Europe QE, reit yield may be supportive for its price. So no harm to play patient game.

FD is good reserves to pound on any crash in stock.

With current stock price level, I would like to have lot of FD.

Over the last 2 years,
Put in FD, earn 7~8%
Put in Gold, loss 20~30%...
Put in O&G stock, loss 30~40%.

FD win... despite many said FD is suck in inflation, while gold famously being labelled as inflation hedge...

It is not from retained earning.

You need to look at realised earning.

EPS is included unrealised loss.

Also depreciation cashflow that enable company to give more than realised earning figure as well.

This post has been edited by cherroy: May 22 2015, 02:39 PM

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.

CMMT yield is becoming more attractive, net yield more than 6%.

CMMT yield is better with around 6%.