No pure data centre reit in Malaysia.
But Axreit has one data centre property under its portfolio.

If interest rate goes up, then reit yield need to increase, means that share price of reit likely to go down so that its yield increase.
Or reit income needs to go up to match the need of high yield.

Yield = Dividend/share price.

If interest rate goes lower, then reit become more attractive, then reit share price goes higher, and yield become lower.

Reit basic is simplicity, its price basically works in the gap of discrepancy between reit yield vs interest rate.

The news is about Panasonic Japan, not Panamy, if not mistaken. Correct me if I am wrong.
As far as I know, Panamy never has the solar division manufacturing plant.

Panamy is a sub-division of Panasonic parent company, that primary in producing electrical appliances, like air-cond, fans, rice cooker etc.

While other parent company Panasonic's other businesses like battery for EV, semi-cond, etc are not related to Panamy.

Anyone can always share whatever kind of advice, news, comments as long as related to stock market issues.

While if one find particular forumer always posting or reply non-worthy post, can use the ignore button.
While if any post that gone overboard, eg, flaming, name calling, spamming, please report the post, moderating team will look into the post to see what kind appropriate action needs to be taken. Post deletion, warning etc.

Thank you.

Same day, same stock, transaction generally will be consolidated into one contract.
Eg. you buy 2 times, and sell 3 times on the same stock.
End of day, you will have one buy and one sell contract based on average buy and sell price or specifically total amount of buy and sell.

Different day, surely another contract.

Company warrant is not cash settled.
Only CW.

There is a big difference between -WA vs -CW

Generally (it can be differ as we have lot of warrant out there, which can come with different set of clauses, so always check the clauses set), for company issued warrant, you won't be paid any money in -WA once it expired.
You need to convert the -WA into mothershare by paying the exercise price.
If opt not to convert, the expired -WA will become worthless.

1. The analogy is like looking at rear mirror with a car driving forward.

Stock market is a car driving forward.
QR released is rear mirror data.
Many QR are actually anticipated by the market.

Share price moves everyday is because of trying to anticipate future QR, not past QR.

2. FA works on long term basis, not today buy expect to work tomorrow or next week or next month.

If want today buy and expect to work, TA is a better choice.

Future QR is the one matter the most for share price.
When glove sector not yet reported many fold increase in profit, share price up already few fold first, last Jun to Sep 20, because everyone anticipated sterling profit figure.
When the figure finally arrived, share price no longer react to past QR but the market look for future QR for next course of movement.

Incorrect.

On the ex-date of 17th, one can sell off the share in the stock market and still entitled the dividend.

Most shares are transacted via CDS/Bursa nowadays, no more paper share, hence just look at ex-date.

A company profit may come from various source and affected by various factor.
PE number can be skewed to look low if the company suddenly reporting a very good profit number due to one off disposal gain, revaluation etc.
Also, some profit may be seasonal or extra-ordinary which is not sustainable, due to certain industry is cyclical in nature.
Those extra-profit often is discarded by the market, as market look for consistent sustainable long term operational profit, which is the core and basic of PE valuation.

If market view the company future or profit future look bearish, market is unlikely to give high PE valuation.
In short, share price often react to PE valuation based on future sustainable PE, whether current or past PE is low or not, may not a good yield stick for investment decision.
If next coming financial result come out not as good as previous, PE goes up, even share price stagnant.
Recently good example would be glove stocks, despite trading a single digit PE, share price continue to drift lower.

Another factor to look at is, whether the EPS is diluted figure or not.
Some companies have preference share which is convertible to ordinary share, which will diluted in the EPS.
Some have irredeemable convertible loan stocks, that when matured will be converted to ordinary shares, and dilute the EPS.

Lastly, aware on bonus issue, right issue, share split in the history that may be need to do adjustment on past EPS reported.

So the PE number needs to be studied upon, and dig into details of it. It is not solely a pure number.

This post has been edited by cherroy: Aug 13 2021, 05:04 PM

It is quite common for reit to undergo private placement to reduce debt gearing so that have more room for borrowing for future acquisition.
Fyi, Reit has gearing ceiling limit of 50%.

Reit doesn't retain much cash, whenever they have made income and cashflow, it is given out as dividend, (normally at least 90% of their income made)
So borrowing and private placement/right issue are the way to expand their portfolio.

Private placement means more shares, and may dilute the EPS/dividend per share, but if the proceed from the private placement is used to make yield accretion properties, then it could improve EPS in the future.
If a reit intends to do private placement, means they may be eyeing newer acquisition.

If one has been following Axisreit over the long term, the reit has been using this way to expand its portfolio and EPS/dividend is improving from its initial IPO, so does share price from RM1.xx (prior before share split 1:1) to now what it is today.

As reit depends on private placement/right issue/borrowing for newer acquisition.
Yield accretion acquisition is the key to drive up reit DPU performance.

MMC is privatised and delisted.
The RM2.00 is capital repayment.

Interest rate has inverse relationship with bond and reit.

The higher interest rate, the less attractive bond and reit, hence bond and reit price needs to go lower to compete.
In normal time, Reit yield generally is about 100~200 basis point above FD rate or MGS.

Reit with high leveraged and low fixed borrowing may also incurred high cost of borrowing, that may result lower income.

When interest rate peak or when rising.

Actually the main criteria for reit is more about stable lease, instead finding when to invest.
Not every reit is the same.

Subscribed the ESOS shares already?

ESOS - an option to buy company shares at a specific price, in layman term you need to pay a specific price to own the shares.

After exercise or subscribed the shares, then shares only will credit into your designated CDS account.

You need to check whether the shares has been credited into your CDS account.
If you want to sell through Hwang Einvest platform, then must make sure it is credited into your Einvest CDS account, and not other broker CDS account.

FYI, a person can have CDS account with A broker, another with B broker and another with C broker, and they are not cross linked. You can't sell share via A, while having shares in B CDS.

For Einvest, there is an option on the webpage that you can see all the shares in your CDS account

Normally online web trading platform got auto-calculate your outstanding shares that able to sell, aka you can't key in more than what you have in CDS. But for Einvest, I don't know they have implemented this in place, as never over keying in before on this platform.
Always becareful and double check when key in order.

Depended on what kind of account you have with them.
After sold, T+2, either money goes into your trust account or they will giro to you designated bank account if already opt for electronic payment method.

Immediate or short term wise, it has dilution effect.
But if the money raised is put on good use to improve company earning in long term future which is able to offset the dilution, then it is good for company prospect.
Axreit has been done many time private placement in the past and historically had good effect to improve earning and dividend level.

The key of private placement or any type of fund raising exercise like right issue etc is whether company earning will grow in the future.

As in the news, they are not going to retain the listing status, so left is the capital repayment to finalise the delisting process.

If there is no further change in the plan of delisting, your option
a) If wish to get the capital repayment, then wait for it.
b) If not, just dispose the share in the market.

Since last year end already received voucher via email.

It depends on the which share registrar the listed companies engage with, some other still sent physical vouchers.