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 M Reits Version 7, Malaysia Real Estate Investment

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patling63
post Apr 21 2015, 11:58 AM

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QUOTE(Pink Spider @ Apr 21 2015, 11:10 AM)
Any Al-Aqar investor here?

Dividend payment date was yesterday...til now not received in my bank account rclxub.gif
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Fellow Alaqar investor here. You have to be a little more patient Pink Spider. As Al-aqar uses no e-dividend, you will have to wait a day or two longer for the cheque to come in!

This post has been edited by patling63: Apr 21 2015, 12:01 PM
patling63
post Apr 21 2015, 12:09 PM

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QUOTE(Pink Spider @ Apr 21 2015, 12:04 PM)
Huh? No e-divvy??? rclxub.gif
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Yes, the only reit that still uses the traditional way to pay. They post the cheque together with the tax voucher. Save the trouble of posting the tax voucher singly
patling63
post Apr 21 2015, 12:19 PM

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QUOTE(Pink Spider @ Apr 21 2015, 12:11 PM)
Ok ok thanks for the info notworthy.gif

I almost wanna call their Company Secretary to scold people laugh.gif
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Still not too late to scold rclxm9.gif
patling63
post Jun 3 2015, 04:03 PM

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Just consider it as a replacement for bond. At 5.7% DY, not bad at all, esp when one considers its defensiveness.
patling63
post Jun 3 2015, 05:23 PM

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Good time to accumulate this SWAN (Sleep Well At Night) stock. Keep for long term and enjoy the stable dividend.

Should be happy when the price drops: (1) It is cheaper, (2) Dividend Yield is higher, (3) More upside in term of capital gain and (4) Greater margin of safety.

Cheer up, you lucky investors!
patling63
post Jun 3 2015, 07:43 PM

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Yes, buy for diversification purpose. Have some retail, some industrial and some healthcare. Different reits have different strength. Have some mixture. Now is a good time to buy, not to sell. As they say, buy on weakness.
patling63
post Jun 11 2015, 11:57 AM

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Al-aqar is a good stock to hold for long term. During recession, it will not be as badly affected as the other reits.
patling63
post Jun 11 2015, 01:48 PM

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Because our population is aging and healthcare awareness is rising.
So even if the economy is bad, people still need to go to hospital for treatment.
Therefore the demand for good healthcare will always be there.

patling63
post Dec 10 2015, 04:25 PM

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The carnage has begun. Reits are starting to get hammered. Time to consider buying. Christmas sale is here.
patling63
post Dec 10 2015, 04:48 PM

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Any O&G counter will do. But next week could offer a better deal after the Fed meeting.
patling63
post Jun 9 2016, 03:22 PM

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QUOTE(lytros @ Jun 9 2016, 01:47 PM)
Is DRIP available across all shares or only certain shares?
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Only certain shares like Axis reit, Maybank, CIMB and Sime Darby.
patling63
post Jun 18 2016, 07:37 PM

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QUOTE(alien888 @ Jun 18 2016, 06:38 PM)
Hi all is now a good time to  buy amanaraya reit ? According to latest data from mreit its price is lower than nav.
Yield around 7%. New to reit and learning now .

Just to ask sifu here why axis reit is more attractive to investor as it's yield at 5 % only .
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If you are investing for the long run, do not look only at the highest dividend yield. Usually the higher the yield, the greater the risk. Sometimes, the dividend is high because the management has lost its direction and does not know what to do with the money other than to return it to the shareholders. So the dividend may not be sustainable and if it gets cut, the share price may go down as well. So over the long run, you might lose money.

Look for dividend growth instead. If the company keeps on increasing its dividend year over year, even if the increase is not big, this means that the profit is growing steadily. As such,the share price is bound to go up as well. In the long run, you will make a lot of money.

Axis reit is a stable company with a history of both good dividend growth and price appreciation.
patling63
post Aug 10 2016, 10:39 PM

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QUOTE(Pink Spider @ Aug 10 2016, 02:43 PM)
Yessir! biggrin.gif

Eh sorry, if u account for the cum-dividend, current net yield at 1.28 is actually still 6.1% blush.gif

Actually I don't get the low yield for Axis, yeah it's stable, but rental growth quite minimal for industrial REIT
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Axis reit has great upside potential due to the advancement of e-commerce.

In US, industrial reits is booming because nowadays more and more people are buying products online. That is why industrial reit like Prologis is doing very well there because products need to be kept in the warehouses before they are shipped out.

In fact, the manager of Axis reit is in the process of coverting Axis PDI into a mega distribution Centre.

It is only a matter of time what is happening in US happens here.

This post has been edited by patling63: Aug 10 2016, 10:41 PM
patling63
post Oct 21 2016, 08:22 PM

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Not that risky lah coz they are Grade A offices and very well-connected (KTM, LRT, ERL, Monorail and the buses). KL Sentral will always be crowded. I am also waiting for the right time to buy.
patling63
post Sep 25 2019, 11:26 AM

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Arreit at its lowest of 0.755. Buy unless going bankrupt
patling63
post Sep 25 2019, 01:00 PM

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What r u talking abt? Arreit ex-fate already over, on 18Sept.
patling63
post Sep 25 2019, 05:40 PM

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This is a safe reit. Backed by Ministry of finance n the largest real estate developer in Japan, KDA. This is among its lowest price ever. Golden opportunity to accumulate. The Selangor govt is among its top three unitholder. Good for income play.
patling63
post Jan 31 2020, 11:33 AM

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QUOTE(tangtang22 @ Jan 31 2020, 10:48 AM)
Anyone looking at CMMT?? macam bargain price...
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Can collect. Things are slowly improving for Cmmt. They have now Jumpa , which offers a new and refreshing change, to attract traffic at SWP and the AEI at The Mines has just been completed.

This post has been edited by patling63: Jan 31 2020, 11:35 AM
patling63
post May 22 2020, 11:31 AM

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QUOTE(felixmask @ May 21 2020, 07:35 PM)
IGB reit purely retail.
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Soon they will have an office reit. It will be called IGB Commercial Reit. Probably in 2021

patling63
post May 25 2020, 03:43 PM

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QUOTE(xXwasabiXx @ May 24 2020, 05:31 PM)
thanks for the insight.

how about YTLreits?
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Theoretically, should be stable as most of their assets are under master leases whereby they only collect rental from the hotel operators, most of which are quality tenants. The question now is whether the hard-hit operators can afford to pay the rent? Or the hotels in Australia which are not under master leases agreement can survive the current pandemic?

This post has been edited by patling63: May 25 2020, 03:44 PM

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