higher fdi impact on ytlpower
pros: (1) more funds may push up local equities esp those components in klci or soon to be fbm30. ytlpower being in fbm30 probably benefitted from more fdi support --potential capital gains (already moved off 1.70 to current >2.00 that is already >17.5% gain and hopefully higher) which i think is non-taxable. please correct me if otherwise.
cons: (2) myr appreciation may translate into lower profits in myr terms (but doesn't mean overseas units are not doing well) since ytlpower with >50% earnings in gbr/idr/aud --potentially lower dividends (but we aren't seeing any slow down of their dividend policy) currently at around 5-7% range which is taxable

based on the above i would personally have no problems holding ytlpower

however i think myr being a traded currency will have their up/down cycle (hopefully not like the zimbabwean dollar ). the question is how much myr will appreciate to the point it will start to impact negatively your invested myr in ytlpower? any economist and/or statisticians care to help out?

above are just my noob rambling . any other comments please . cheers

This post has been edited by Muliku: May 3 2009, 10:08 AM

Another way to mitigate any MYR depreciation or inflationary impact, maybe buy REIT in SG/AU
Any one with experience, knowledge on SG REIT like MIREIT, SAIZENREIT to share?
http://reitdata.blogspot.com/

hi am new to reit,
just nibble some hektar with highest dividend but also high debt. anyone with hektar can help comment? maybe should swap to axreit or atrium? thanks

thanks but i read in this blog: http://mreit.blogspot.com/
showing hektar at estimated 10.6% dividend yield, axreit at 10.4%, atrium 9.9%, uoa 9.8%
most are showing a yield drop from earlier in the year eventhough they maintain profitability, any idea/comment here?
hektar my buy-in price quite high at 0.905 before last DPU, guess should be added when she dipped
agreed these numbers are still much better than FDs

thanks i know/understand the calculation
was wondering if there are other unforeseen factors

yup hektar is quite stable, will add on any dips and may get some atrium tomorrow. thanks

added some atrium 12k units to my hektar (nano-size reit collection) hahaha
g'luck to y'all

Congratz Neo
RM16k every quarter equates to about 9.7% ROI p.a. That's excellent!!!
Believed you have a well-balanced portfolio not only in REITs but also other investment vehicles.
Me just received my first REIT DPU cheque for Hektar; so far rather stable like most reit counters amidst recent storms. In case any drop think will add some more. Cheers

klang my hometown too hahaha
ho chiak bah kut teh woh

This post has been edited by Muliku: Jul 21 2009, 06:43 PM

ARREIT of late noticed lotta sellers throwing to B-Q around 0.735 last few days.
Don't see any shareholding change announcement that directors are throwing. Am thinking of getting some.

Can anyone help to comment? Thanks

This post has been edited by Muliku: Jul 22 2009, 01:29 PM

Sorry Jordy,
Unfortunately can't join you tomorrow.
I don't go back that often. Maybe once a month.
G'luck with the survey. Cheers mate

Anyone into Sgp REIT ?
Some of them are paying even better yield than AXREIT e.g.
-MI-REIT at 19.7% : qtrly
-Starhill at 15.3% : qtrly
-LMIR at 13.6% : qtrly
-Cambridge at 13.0% : qtrly

http://reitdata.blogspot.com/
These yield look rather attractive (are they real??)
Appreciate any comments. Thanks

Attached file on Starhill in SGX owned by YTL group with focus on Malls+Office

First glance looks quite attractive at S$0.52 vs NAV of S$1.27
DPU yield at 14% and DPU growth at 12% CAGR
Gearing at 33%
Loan maturing by Sep 2010 about S$600m
Rights issue recently with proceeds S$337m for current asset enhancement and potential acquisition

Thinking to accumulate <$0.50 (any REITers got this?)
Need some REIT expert advice here to hedge SGD plus seem better yield than Starhill REIT here.
Thanks in advanced.


Attached File(s)
 StarhillGbl_2Q2009Results_presentation_29Jul09.pdf ( 1.17mb ) Number of downloads: 12

fixed

dark, here u go
http://m-reit.blogspot.com/

just received divvy cheque for atrium yesterday
now waiting for hektar divvy cheque