http://biz.thestar.com.my/news/story.asp?f...50&sec=business
REIT, real estate investment...
REIT, real estate investment...
|
|
Sep 24 2008, 07:13 PM
Return to original view | Post
#1
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
3,944 posts Joined: Jul 2008 |
|
|
|
|
|
|
Oct 9 2008, 03:16 PM
Return to original view | Post
#2
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
3,944 posts Joined: Jul 2008 |
QUOTE(cherroy @ Oct 9 2008, 04:11 PM) 10% yield, after 9 years recoup back all the initial capital, whether market burst, doom, shine, explode also don't need to worry much as long as the yield is steady throughout period. Unless there is an properties bubbles then it will affect reits. So FAR I beliv our properties price still quite resonable Correct me if wrong. |
|
|
Oct 10 2008, 08:43 PM
Return to original view | Post
#3
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
3,944 posts Joined: Jul 2008 |
Seems very attractive ler
|
|
|
Oct 22 2008, 07:58 AM
Return to original view | Post
#4
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
3,944 posts Joined: Jul 2008 |
QUOTE(cherroy @ Oct 21 2008, 04:06 PM) Atrium will be giving out 2.1 cents quarter distribution as usual, just announced. By looking at the price now...Look like atrium reit is more attractive compare to axreit Axreit is 1.43 only and keep on sliding. Seller being pressured with no buyer Q. This post has been edited by darkknight81: Oct 26 2008, 09:18 PM |
|
|
Oct 27 2008, 12:45 PM
Return to original view | Post
#5
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
3,944 posts Joined: Jul 2008 |
It is better to accumulate Axis Reit compare to other REITS as it is more aggressive in their expansion even though you can see it's price drops the most % compare to other REITS but i beliv during economy recover it will gain most % compare to other REITS. Besides it dividend yield is not bad either. My fair value will be around RM 1.00 - RM 1.20. You can get dividend during recession and sell off during recover to have capital gain. Kill two birds with one stone.
|
|
|
Oct 27 2008, 09:23 PM
Return to original view | Post
#6
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
3,944 posts Joined: Jul 2008 |
QUOTE(cherroy @ Oct 27 2008, 06:12 PM) Dividend is the most important during bad time, it serves So far axis reit dividend has been more than 10 sen. Worst come to the worst we make an assumption that the dividend reduce to 5 sen due to economy slowdown. So let say if i buy at RM 1.00 the dividend yield is 5% it is still better than FD. 1. as return rate on your investment 2. extra cashflow to reloading your 'bullets' And i can use the dividend to reload my bullets for reinvestment. Noob here pls advice |
|
|
|
|
|
Oct 27 2008, 09:59 PM
Return to original view | Post
#7
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
3,944 posts Joined: Jul 2008 |
Resident unitholder:
a) Resident company: Tax flow through; thus no withholding tax b) Unitholder other than a resident company: Withholding tax at 15% Non-resident unitholder a) Non-resident company: Withholding tax at 26% a) Non-resident institutional investor: Withholding tax at 20% a) Non-resident other than company and institutional investors: Withholding tax at 15% Can some one pls explain what all this means? |
|
|
Oct 28 2008, 07:55 AM
Return to original view | Post
#8
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
3,944 posts Joined: Jul 2008 |
|
|
|
Oct 28 2008, 10:48 AM
Return to original view | Post
#9
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
3,944 posts Joined: Jul 2008 |
|
|
|
Oct 28 2008, 10:53 AM
Return to original view | Post
#10
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
3,944 posts Joined: Jul 2008 |
|
|
|
Oct 28 2008, 12:53 PM
Return to original view | Post
#11
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
3,944 posts Joined: Jul 2008 |
Yup targeting Ax-Reit RM 1.00
So far how much dividend being declared for Axreit already for 2008? |
|
|
Oct 28 2008, 12:59 PM
Return to original view | Post
#12
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
3,944 posts Joined: Jul 2008 |
|
|
|
Oct 28 2008, 03:33 PM
Return to original view | Post
#13
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
3,944 posts Joined: Jul 2008 |
|
|
|
|
|
|
Oct 28 2008, 03:59 PM
Return to original view | Post
#14
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
3,944 posts Joined: Jul 2008 |
QUOTE(cherroy @ Oct 28 2008, 04:58 PM) I am looking at Qcapital as well but prefer to below 0.75, so that yield is much higher and have some protection/discount of NAV which is protection against properties price depreciating in economy poor time. How about axis, i am targeting at RM 1.00. Fair enuff? |
|
|
Oct 28 2008, 04:08 PM
Return to original view | Post
#15
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
3,944 posts Joined: Jul 2008 |
QUOTE(cherroy @ Oct 28 2008, 05:02 PM) Not only fair, it is dirt cheap at 1.00, if income from rental doesn't drop more than 10-20%, while properties price doesn't fall significantly, properties price will under some pressure, no doubt, but as long as it doesn't collapse like US real estate, it could be good bargain. I beliv it is achievable though |
|
|
Oct 28 2008, 04:15 PM
Return to original view | Post
#16
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
3,944 posts Joined: Jul 2008 |
QUOTE(cherroy @ Oct 28 2008, 05:14 PM) Don't worry, they have no cash to buy back, every year they need to distribute all the profit to the unit holders, which is one of major feature I like reit. After all shareholder means 'share' the profit mah. No wonder you like Reits so much. Now i understand I don't like company keep tons of profit which is not being utilised, as my personal view, it is selfish act and not willing to share and fair to looking after the minority shareholders as retailers. |
|
|
Oct 28 2008, 04:23 PM
Return to original view | Post
#17
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
3,944 posts Joined: Jul 2008 |
|
|
|
Oct 28 2008, 04:52 PM
Return to original view | Post
#18
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
3,944 posts Joined: Jul 2008 |
|
|
|
Oct 28 2008, 05:20 PM
Return to original view | Post
#19
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
3,944 posts Joined: Jul 2008 |
QUOTE(cherroy @ Oct 28 2008, 06:09 PM) Yes, that's why reit also dropping, as market generally move ahead of real economy as it is a discount mechanism. Thats y i target RM 1.00. Let assume the yield drop by half to 5 sen only. At least my dividend yield can maintain at 5%As if rental remain the same, and occupancy still intact, there is no reason for reit to drop 20-30%. |
|
|
Oct 28 2008, 07:09 PM
Return to original view | Post
#20
|
![]() ![]() ![]() ![]() ![]() ![]() ![]()
Senior Member
3,944 posts Joined: Jul 2008 |
QUOTE(darkknight81 @ Oct 28 2008, 04:59 PM) Cherroy, from this link we can see quill capital properties all is perpetuity. One thing is the dividend yield is the lowest compare to other reits. http://qct.com.my/properties_highlights.aspx?pageid=14 |
|
Topic ClosedOptions
|
| Change to: | 0.0437sec
0.20
7 queries
GZIP Disabled
Time is now: 8th December 2025 - 02:26 PM |