QUOTE(cherroy @ Jul 22 2008, 05:18 PM)
Take both lah if wish to, then no headache. haha.
In good time, Axreit will perform better than Atrium because of liquidity issue and more fund managers can chase after it. For liquidity issue, Axreit and Stareit is preferred.
But Atrium will have higher yield because of higher risk compared to Axreit, as Atrium's warehouse is tailored made for its tenants, so if tenants don't renew their lease then there are some expenses need to be spend to modify its warehouses.
http://www.atriumreit.com.my/
http://www.axis-reit.com.my/
It is about risk/reward ratio, higher risk high yield its offered. With net yield At 9.5% is very tempting, no doubt about it but Axreit isn't low either at around 7.9%. If gov decide to reduce the witholding tax which this industry has been lobbying since last year, but gov rejected, so this year only a remote chance only, then yield can be much higher. Gov needs to reduce the witholding tax in order to lure more people into it especially for foreigners now at 20% which is considerably high in regional standard especially compared with Singapore.
But downside currently for reit is potential high interest expenses on their loan due to potential higher interest rate.
Buy on your own risk, not mean to recommend any one of them.
Btw, I got both of it.
Thank you cherroy for your quick and lengthy reply In good time, Axreit will perform better than Atrium because of liquidity issue and more fund managers can chase after it. For liquidity issue, Axreit and Stareit is preferred.
But Atrium will have higher yield because of higher risk compared to Axreit, as Atrium's warehouse is tailored made for its tenants, so if tenants don't renew their lease then there are some expenses need to be spend to modify its warehouses.
http://www.atriumreit.com.my/
http://www.axis-reit.com.my/
It is about risk/reward ratio, higher risk high yield its offered. With net yield At 9.5% is very tempting, no doubt about it but Axreit isn't low either at around 7.9%. If gov decide to reduce the witholding tax which this industry has been lobbying since last year, but gov rejected, so this year only a remote chance only, then yield can be much higher. Gov needs to reduce the witholding tax in order to lure more people into it especially for foreigners now at 20% which is considerably high in regional standard especially compared with Singapore.
But downside currently for reit is potential high interest expenses on their loan due to potential higher interest rate.
Buy on your own risk, not mean to recommend any one of them.
Btw, I got both of it.
Well, I have both of them as well, but just thought I would like to add somemore into my portfolio.
So, now I am weighing on both to see which one would give me better returns, say if I place my money there for 10-20 years.
To better facilitate this discussion, let me give my real situation:
AXREIT - I have 5,000 units at RM1.76.
ATRIUM - I have 10,000 units at average of RM0.825
Now, I am thinking of getting either 5,000 additional of AXREIT, or 10,000 additional of ATRIUM.
If you are in this situation, what would you choose?
QUOTE(ante5k @ Jul 22 2008, 05:25 PM)
I personally do not like STAREIT that much because it relies too much on YTL.If YTL has problems, then the earnings of STAREIT would not be that pretty either
Jul 22 2008, 05:58 PM
Quote
0.0870sec
0.50
7 queries
GZIP Disabled