cherroy, any plans to buy more Atrium (besides QCapital) at 60 sen or below?

What happened to QCapital? Dropped 23% 

why axreit cannot be goreng wo, whenever there is a seller and buyer wat also can goreng haha
yaya 1.4 now .. earn almost 30% but too bad cannot buy more liao

hmm...a good point to ponder. 

As we may have seen AXREIT at its lowest, so we always hope to get it at lower price...

Haha...when buy, always wan to b cheap...when sell always wan to b higher

May hv cloud the long term prospect of it

cherroy, you have Amfirst share too?

yah and you are waiting for Qc to reach 80 sens

I realise many in here are holding alot of Axreit (e.g. Neo, Cherroy). Can practically have bonus every 3 months now.

When the proposed placement happens, does it mean that existing unit holders share value will drop? How does it affect existing holders?

For example (simple calculation), today's price is RM1.00 and the new placement will also be at RM1.00. If I own 1000 units prior to the placement, does it mean that after the placement I'll have additional 47% units (1470 units)? Or will my 1000 units be priced at a 47% discount (RM0.54?)

Thanks,

Can I think of it this way ?

Presently I have one house and its giving me good rental income. Value of the house if RM250k and rental return is RM2500 per month. All of a sudden, my uncle calls me and says he wants to have special deal with me. He gives me another 250K to buy another house, provided that I give half share of my current house to him and half share of the new house as well.

Hence based on this scenario, if I manage to buy similar house at RM250k and rent out for similar rental return RM2500. Overall if I look at rental, no difference to me as it combine rental of both house divide by 2 still gives me the same rental yield as if I have one house.

However, if the new 250K is used to buy a house with better rental returns, then I will get more DPU. Its also possible that the new house will give lower rental whereby my DPU will drop.

In the end, its a question of how confident are we that AXREIT management will use the money to buy good properties with better yield than current house.

Guys, I'm fed up of waiting for the stock market to drop. Thinking of starting some accumulation of REITS soon. Which would you guys recommend first. I know the favorites are AXREIT, HEKTAR and QCAPITA.

AXREIT is a bit too high though..... right? 

So you're saying that if I were to choose only one REIT, I should go for AXREIT right? 

Can we sort of use the NAV as a yardstick for reference. E.g. AXREIT is around RM1.75, so theoritically, below, this price consider still attractive to get ?

If RM depreciate that means high inflation especially imported stuffs....
wonder if reits able to  hedge against it or not....Just in case this things happen

So with this 3 ASW + YTL POWER + Reits. Does it look balance??

emm, i try to compare side by side Amfirst & Axreit Q1 report.

- Number of properties owned by Axreit ~ 19; while Amfirst only has 6
- Amfirst's gearings / borrowing is higher than Axreit's
- Amfirst DPU is based on semi-quarter, while Axreit is on every quarters
- Total income of Amfirst is higher than Axreit, hmmm?
- what does NAV means?

Amfirst's tenants are:-
Bangunan AmBank, AGLC, Menara Ambank, Menara Merais, Kelana Brem, Summit USJ

Why most REIT counter move so slow one?

Can anyone confirm that Stareit does not pay divs on 3rd quarters? Don't know why my OSK showing no divs for 3rd quarter last year. Since REITs pays at least 90% of their distributable income and seem to pay quarterly, kind of weird to miss one quarter right? Hope someone can clarify.

I duno which one, I was just asking about if its good to go into reits and this is what I was told, so how much was this 2 years dividend if you know?