I xpect slight drop from 26.5 to 25 cents tis FY
At current price 3.75, DY is 6.66%

I think the dividend payout this financial year is lower because of Bjtoto acquisition of HR Owen. Hopefully, the dividend payout will move back to 29-30 cents assuming no more large investments are made.

I'd rather invest in REITs than Toto

Rationale:
REITs can increase rent, though expenses also can increase. But hey, WHICH BUSINESSES are not exposed to inflation risks? But at least REITs can TRY to increase rent>increased expenses

But, how do number forecast operators increase their revenue? Lowering price payout could be one way...but young (esp educated ones) ppl will soon realise, it's a BIG sucker bet...I might as well save up the $$$ that I'd otherwise splash at 4D shops for a few months, then one shot taruh at Genting casino.

yes you're right in terms of inflation and all.

But there are risks associated in REITs too, since you're taking REITs as example. REITs are not immune to market crash, should the market crash (I hope not, of course), but i'm just saying, if market crash, the REITs wouldn't do good too, the portfolio might go down, but i'm not sure about rental.

Whereas, whether market crash or not, people still buy into a few bucks of betting, there won't be a reason those frequent buyers will stop. I concur on the educated youngsters point. Toto could lower down their payout, increase the number of outlets, have more special draws to attract more ticket buyers to increase margin.
To me, Toto is already a matured business and it's kinda saturated already, thats why the lack of luster price movement and dividends, but this is cash business, with their business model, this is definitely sustainable in the next 10 years.

However, the same can't be said to REITs, I see more risks in reits than gaming business tbh. But REITs still have plenty of room to grow.

So it's all down to yourself, which is more suitable and to your liking and taste. sekian.

Like your points.

Market downturn, ppl would actually buy MORE 4D!

Down to your own preference actually...Toto and Magnum, matured/saturated industry, not much room to grow already. But it's all CASH. Yield is healthy too...I'd keep reinvesting the dividends to grow the holding (if I were to buy Toto and/or Magnum shares).

like that BUY BURSA.....market crash..ppl buy & sell more stock.

Already holding BURSA

In my waiting list 555 book. Mind to share your buying price. What price good to buy ?

Miss your siggy portfolio not the f**k annimation.

This post has been edited by felixmask: Aug 27 2014, 11:16 AM

7.6

Initially bought as a trading position...then I slowly study, it's a good dividend stock too...so I'm keeping

U know me, I evaluate buy/sell decision mainly on dividend yield. Ask yourself, what % yield u want?

This post has been edited by Pink Spider: Aug 27 2014, 11:20 AM

But Bursa divd is low right? 0.5 cent + per share..
Market price unstable due to the market..

Can teach why?

Got special dividends too

I bought some Padini at RM 1.9 this morning for my dividend portfolio. The current yield is 5.79% and 5 year dividend growth is 36.8%

For Bjtoto I will wait for a better entry point. As for REITs, anyone here have a recommendation?

Over in Kopitiam forum, people are saying that Milo doesn't taste good anymore...
https://forum.lowyat.net/topic/3340257

Bad news for Nestle?

Padini seems like lose some stim.... maybe alot of competitors such as uniqlo. Last time use to be a growth stock... Now switch to divvy stock...

Hmm... not much affected, if there is really a market for high end milo, they can still import the "improve formula" like SG milo from australia.

this morning i order MILO; still the same......

you guys take /k topics and their comments seriously? really?

Not trusting their comments, but just to be cautious.

I bought Padini because of the recent dip in price as well as the high dividend (6%). I think once Padini regain its Shariah status, the price should be around RM2. However, i don't think we can consider Padini as a growth stock anymore cause there are now more competition in the industry

I bought Padini because of the recent dip in price as well as the high dividend (6%). I think once Padini regain its Shariah status, the price should be around RM2. However, i don't think we can consider Padini as a growth stock anymore cause there are now more competition in the industry