Thursday, December 17, 2009

How To Assess REIT.....My Way



REIT also known as Real Estate Investment Trust. With the concept like Unit Trust by gather pool of money from all sizes of investors. REIT companies will invest, manage and distribute rental as dividend back to the investors.


Above are some of the useful information about REITs sector. One may assess them by looking at thier dividend yield (DY column) or the NAPS/NAV value to a particular REITs. Particularly, by looking at these two fields will somehow gauge whether it is worst investing but of course the dimension would not limit upto here. There maybe other factors affecting the value of REITs, one most important and particular factor is the sustainable rental income, as this will directly impact/contribute to your Distribution Per Unit (DPU)/Dividend you  received at the end of the day. REITs major incomes is rental income and it is required to distribute most of its profit as dividend to its holders. Malaysian REITs have a tendency to distribute at least 90% of its taxable profit as DPU/Dividend. If you are trying to find a good investment tool for your long term retirement plan. Do consider REIT. REIT will be attractive with a fair risk to be tolerated in compare to Fixed Deposit.
I am a lazy bum, i look for the most yield in term of dividend. So, take a look at the table, at one glance ATRIUM seem to provide the best DY and trading about 15% discount of it NAV. It provide good indicative for a longterm investment. There, at point of writting this, i possess some cake of this counter at a price of 76sen, coincidentally same price as my HEKTAR that i bought them since a year ago. here
 
If you are lazy as me, just take some time to calculate at what discount price the REITs are currently trading with it NAV and pick the DY that you are more comfortable with. There you go buy them and lock them in your safe.

14 comments:

Anonymous said...

bought GENM at 2.79

Anonymous said...

Fail to make intraday trade on GENM, but portfolio make some gain on bjtoto: bought at 4.16; sold at 4.19.

today bought more dijaya at average cost 90.5sen to further average down total holding cost to 92.8sen.

Core portfolio
Dijaya 76.4%
Protasco 43.4%
Lonbisc 29.4%
Hingyap 16.2%

Trading portfolio
GENM 8.6%

horse said...

wow, Dijaya is your biggest holding now.

many have acquired Dijaya.

7:01PM TAN SRI DATO' TAN CHEE SING (130,812,945 Shares Acquired)
6:25PM Dato' Tong Kien Onn (53,250 Shares Acquired)
6:25PM GOLDEN DIVERSITY SDN BHD (35,928,432 Shares Acquired)
6:25PM TAN SRI DATO' TAN CHEE SING (130,812,945 Shares Acquired)
6:25PM IMPECCABLE ACE SDN BHD (35,146,183 Shares Acquired)
6:25PM TAN SRI DATO' TAN CHEE SING (130,812,945 Shares Acquired)
6:25PM LOH CHEN PENG (90,000 Shares Acquired)
6:25PM QUEK CHAM HONG (1,500 Shares Acquired)

Anonymous said...

They are major all shareholder of Dijaya and have increase further their stake on this company after right-share. Dijaya prospect can be expected as tropicana mall have reach almost 100% occupancy and already start contributing Dijaya bottom line + upcoming Tropic and office block will boost dijaya investment properties segment next yr.


As mention before, i have adopt new strategy to invest in undervalue stock (Dijaya) rather than just concentrate on high dividend stock and will keep it for relatively longer term. Nonetheless, will still take profit sometime to continue enjoy intraday/contra profit gain.

Anonymous said...

Sold off all GENM at 2.82, realize few hundred T+1 gain. :)

Anonymous said...

bought Dijaya at 90-90.5sen

Anonymous said...

bougth back GENM at 2.79, realize higher intraday gain

Anonymous said...

Sold back some Dijaya at 91-91.5sen; realize some intraday gain

Anonymous said...

bought bjtoto at 4.15-4.16; dijaya ta 90sen

Anonymous said...

Wow lau, market slump down more 11pts!?

Sold back all bjtoto at 4.20; realize more than a k intraday profit :D)

Anonymous said...

Portfolio today add some Dijaya; make intraday gain on GENM; dijaya and Bjtoto.

Portfolio today have further reduce stake on Hingyap; sold at 1.19-1.20

Core portfolio
Dijaya 78.1%
Protasco 43.4%
Lonbisc 29.4%
Hingyap 9.3%

Trading portfolio
GENM 8.6%

horse said...

Congrat, in such a slump mkt still can effort to make money.. :)

Anonymous said...

Bought IOI corp at 5.41

Anonymous said...

Sold off all GENM at 2.82, realize few hundred T+2 profit

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