regarding the NAV, i think  , for example, if a company go under, property sold, the money will be used to pay off the loan first, only the rest returned to shareholder.

by that, it means if a company have NAV higher then the current share value, we need to take into consideration its borrowings/gearing.

example, if the current NAV at RM1.00 per share and gearing at 40%, share price at RM0.90, if company goes under, shareholder get back only RM0.60. Thua losing additional RM0.30 even though trading RM0.10 below NAV per share.

it's always, bondholder first, shareholder second.

do correct me if i'm wrong.

regarding the NAV, i think  , for example, if a company go under, property sold, the money will be used to pay off the loan first, only the rest returned to shareholder.

by that, it means if a company have NAV higher then the current share value, we need to take into consideration its borrowings/gearing.

example, if the current NAV at RM1.00 per share and gearing at 40%, share price at RM0.90, if company goes under, shareholder get back only RM0.60. Thua losing additional RM0.30 even though trading RM0.10 below NAV per share.

it's always, bondholder first, shareholder second.

do correct me if i'm wrong.

"Is there something wrong with ARREIT"

I have commented on ARREIT's holdings when panasonic88 brought up this counter. Basically, they are holding on to aged buildings which they do not care to refurbish I think. Location wise, they're mostly unstrategic. I only like one of their holdings (out of a possible 14), which is SEGi Kota Damansara.

"So, instead of being satisfied with the 10% yield in local reits, why not invest in sreits and get 13%-15% returns"

Compare their previous years of returns with the current ones. The yield which you are looking at is backwards yield. Property prices in Singapore has fallen very badly (in the region of 30% - 60%) because they have created a mini property bubble there. So as valuations fall, their stock prices will definitely fall. That is why you see their yields are higher.

We want consistent returns of 10%, not a one-time return of 13%.

Sorry, I am not clear on what you say. Are you saying the DPU is "artificially high" for the SREits because there was a bubble before collapse? So, you think the DPU for these Reits will come down and make yields lower?

I think the equity market has gone up to fast too furious.

Just bought Al-Aqar REITs to park my funds until the market cools off.

With a NAV of RM 1.04 and trading at RM 0.95, it is a safe haven for the time being.

Xuzen

Too slow for people from HK or China.

Depend on which stock exchange you want to refer to.

i just got back to office to see also, see the volume..

Must be Stephen throwing his units again. He's been doing this the previous 2 days.

throwing? Seems like somebody want to push up the price, one go sapu all unit from 1.80 to 1.84, amazing!
Hopefully after dividend distribution stay above RM 1.70 then private placement will be at good price 

Well, it's after dividend ex-date now right? Prices still aren't coming down. Darn.

Well, it's after dividend ex-date now right? Prices still aren't coming down. Darn.

does anyone here know when is the ex-date for hektar reits? thank you in advance.

HEKTAR did not announce dividend payout (if I am not mistaken, they pay dividends semi-annually). Where did you hear that from?

HEKTAR did not announce dividend payout (if I am not mistaken, they pay dividends semi-annually). Where did you hear that from?