haha! wong it is. 

ya, i'm now heavily in usd (and hkd, but hkd currently still highly linked with usd too), about 70% already, only left 30% in RM stocks now. I think it's a good idea to diversify some into sgd assets/stocks. Perhaps to sell some hkd stocks to buy sgd reit to minimize currency risk for today as RM is so weak that hesitate to sell even more.

Gogogo    

Foreigners all dumping reits .. anticipation december rate hike.. 

Alibaba and Amazon all begin to invest on physical malls, because the game must be played in both ways. Please want to touch the real thing, even if they end up buying online. So ya, good malls won't die, just the shops inside the mall change to those having connection with online retail platform. 

News of BNM might hike OPR maybe up to two times next year is more encouraging for yield.. 

And GG for flippers..     

I'm still confused that how should we report regarding stock and reit (inclusive foreign stocks through local securities such as cimb's iTrade) transactions in our income tax submission form?

Many saying dividend already paid tax, and our country does not required to pay capital gain tax. But, shouldn't we report to income tax about them, so that if income tax department come to us to check our income (ie, if buying assets such as house and car etc), we can tell them we earn quite some money from stock and reit investment?

Please advice. Thanks!

Huge volume on matched/married deal, especially IGBreit.
Other reit like Axreit, MQreit, YTLreit also has similarity.

Good..

I think a lot of people is too pessimist on the 0.25% hike in 2018.. 

Last time bought 1.25 sold at 1.75 now buy back at 1.55..  reit is not for the faint hearted lo..

All based on expected yield..

1.25 = 6% gross
1.75 = <5% gross
1.55 = 5.5% gross

Next back to 1.45 for 6% gross.. 

I think some funds are desperate for window dressing.. 

If monday still at 1.67.. confirm sell.. get instant 1.5 years of divvy

CMMT dressing until 1.83!

IGBreit dressing until 1.80, managed to sell. 

reit continues de-rating....
waiting rabbits....

Hehehehe
Same thinking 💪

sounded a possible 2nd hike this year....that is not good for reit. consider 3.5%, reit with excellent to good asset quality should at least returning a net yield of 5.5%-6%, which means there could be another 5%-10% correction on reits. 
of course, if the particular reit able to increase DPU, that would neutralize this number.

IGBReit will be the best performing REIT for 2018/2019.

Agreed..
Its is one of the top mall in Malaysia..
Just go look around MV.. Always full.. Parking also hard to get.. Needs to round round few time only if lucky.. Get spot 😎
Then u have long waiting list for tenants eagerly waiting to open biz in MV 💪

US bond yield rise, fear spread. Expecting to reach 3.5% by 2018.
Malaysia rate? if another one round hike of 0.25%, that would be 3.5% as well.
To add a gap of 2-2.5%, MReit net yield of 5.5-6% would be reasonable, for office reit, i'll add another 0.5% which becomes 6.5% net yield.