Apparently the lower electricity price is beneficial for mall REITs as they will have lower operating expense, hence possible higher earnings.

Does not affect office or industrial REITs as the tenant pays their own electricity cost.



This post has been edited by gark: Feb 24 2015, 03:47 PM

Maybe will continue to be low? No excuse to raise it back up after June.. oil & coal prices has not rebounded yet...

This post has been edited by gark: Feb 24 2015, 03:57 PM

I think the government approach a wait and see for tariff revision. 3 months is probably how long Tenaga has hedged their fuel purchase. Anyway it is much better than Indonesia, electricity tariff changes monthly.. according to an unrevealed formula based on coal price, oil price and inflation. Petrol price also changes every 2 weeks..

GST is valued added tax.. paid by the end consumer (tenant).. so service charge will recover GST.. wont add cost to REIT

Inflation is expected with the fall of RM.. rice import.. flour import.. meat import.. how?

This post has been edited by gark: Feb 25 2015, 10:48 AM

Then.. no need to work at OnG leh.. go become hawker..

Those.. in your picture.. for sale or not?

Wei anyone wanna proxy for me to get free gifts?



This post has been edited by gark: Mar 5 2015, 06:19 PM

Fill in your proxy form, included in the AGm notice posted to you. You can allocate xxxx amount to two proxy.

Download the annual report, and print the last page for the proxy form.

Must submit form by dateline tho...

Better if can proxy 5 person hahahaha

Most company allow 2 proxy max only.. Better read the term and conditions ..

Some kiamsiap company 1 free gift per account holder.. that one no use to proxy.

1. No need report..
2. Cannot claim..
3. Bring identification, if wanna be safe bring bursa statement showing you are shareholder just in case they cannot find your name etc...

One note : If NOMINEE account and you wanna attend AGM, you MUST ask your broker to PROXY you..

This post has been edited by gark: Mar 6 2015, 12:45 PM

Nope.. overseas at the moment..

Its not about the voucher or money.. its your responsibility as shareholder to vote for your rights.

Why does the price of REIT matters? Why must be around RM 1?

Is a RM 1.XX REIT cheaper in VALUE than say a RM 3.XX REIT?

What id your term for 'proper' dividend? How much is enough?

And lastly.. how long is your LONG TERM? 1 month, 6 months, 1 year, 5,10,15,20 years?

Know your criteria before you invest.

This post has been edited by gark: Mar 9 2015, 03:00 PM

1. 10 years check..
2. Divvy > 5%.. almost ALL reits qualify
3. You can start a portfolio with RM 1 or RM 10 REITs it does not matter, still not understand why the fixation to RM 1 shares?
4. Which REIT do you want to pick and WHY?

Question 4 is the most crucial analysis to jump start your REIT investment.. list of ALL MY reits all below.

http://mreit.reitdata.com/

This post has been edited by gark: Mar 9 2015, 04:42 PM

Then you teach lor.. baby steps mah..

There is always a reason for the high yield.. it mean those REITs are just not popular.. for certain reasons

For REIT, re-valuation gains is meaning less as you can see but cannot touch..

DY Yield, DY Growth, DY Stability is the 3 key factors to choose a REIT

Other important metrics include net debt %, loan structure & yield accreditive injections

Scariest word in REIT is.. rights issue.

This post has been edited by gark: Mar 10 2015, 10:33 AM

Yeah.. that one too..

Wei.. I will be a bit malu IF I attend AGM with only 1 share.. then claim the voucher from the pretty girl at the reception.

It's like going to someone's party and give RM 1 'gift'..

They do check your depositors record at the entrance of AGM one..

This post has been edited by gark: Mar 10 2015, 01:54 PM

I heard about 1 retired uncle&auntie in Sinkapor, every SGX counter he buy 1 lots go attend ALL the AGM ...

Maybe he is boring and got nothing to do..

Go so often.. until his pictures start to appear in the internet...

This post has been edited by gark: Mar 10 2015, 02:16 PM