mana ada? 1.20 oni.... am i getting the correct counter? AXREIT (5106) right?

Hi cherroy,

How do you derive 12.5% gross yield? klsetracker showing only about 10+%?

At what market price they derived the yield? RM 1.50 MARKET PRICE certainly you will derived to a lower yield...

Stick to my target price of RM 1.00 - 1.10 ...Might go even lower if we can wait until next year.

This post has been edited by darkknight81: Nov 20 2008, 08:34 PM

Lastest Q EPS is 3.8 cents, annualised 15.2 cents.

So expect its DPU around 15 cents, yield = 15/120 = 12.5% gross, net would be 11.25%.

Queueing Axis for RM 1.10

hi guys. i'm doing a research study on REITs in Malaysia for my final year project. Could u guys do me a favour by filling up dis survey form? thanks a bunch!


http://www.freesurveysonline.com/fso/AskSu...6&CheckID=13407

What is AXREIT dividend policy?
90% or 100%?

i think all the REIT need to give out 90% profit to their shareholders....

Yup. it is stated in REITS regulations.

But it is not really regulated in Malaysia right?
There is no policy that states all REIT in Malaysia has to payout 90% of its earning.
But it is ENCOURAGED in the way that if you distribute 90% or more you are able to get the tax-exempt status, right?
This is the difference of Malaysia REIT from my understanding.

Anyone know when is the dividend ex-date for AXREIT, ATRIUM & AMFIRST?

All reit distribution are almost the same, they won't be more than 2 month after their Q or semi-annual financial result

Axreit is Feb, June/July
Atrium every Q, (+1 month or so)
Amfirst (Oct, May)

Yes, you are correct on this point.

There is no strict regulation that Reit must distribute 90% or above. But if they are not distributing 90% then they will be taxed at corporate level tax of 25% currently instead of tax free.

So, it doesn't make any sense not to distribute at least 90% which resulted being taxed, so market automatically view they must/will distribute at least 90%.

In fact, most of the reit distributed more than 90%, around 95% across.

anyone watching Stariet??

Reits is very boring type of investment..Stariet is one of the most boring reits....

AXREIT closed @ 1.15 today..... close to ur target darkknight?

I already Q'ing at 1.15, but didn't get it.

At 13% yield simply hard to ignore it, somemore just wait less than 3 month can get the semi-annual distribution already which is expected in the range of 7 cents or slight above 7 cents.

i'm still thinking whether to buy up some as well... if i were to buy, i'll have not much $$ left to average the shares i had currently.....

This post has been edited by fergie1100: Dec 3 2008, 05:29 PM

Yup close to my target
My second target after ytl power

I realised a few weeks ago that ..Property is the only thing that is in my "circle of competence" @ this moment...