Highlights
KLSE : YTLREIT       YTL Hospitality REIT
Last Price Today's Change   Day's Range   Trading Volume
1.19   0.00 (0.00%)  1.18 - 1.19  1,783,000
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Overview

Market Cap: 2,028 Million
NOSH: 1,704 Million
P/E | EY: -46.44  |  -2.15%
DY | Payout %: 5.07%  |  - %
NAPS | P/NAPS: 1.1504  |  1.03
Avg Volume (4 weeks):1,691,333
4 Weeks Range:1.06 - 1.19
52 Weeks Range:1.03 - 1.26
Average Price Target: 1.38
Price Target Upside/Downside: +0.19

Headlines

Latest Headlines
30/12/2016  Company Update – YTL Hosp REIT (BUY, maintain) - Lower price target post-placement
24/10/2016  [转贴] YTLREIT 股东大会 22-10-2016 @ JW Marriott Hotel KL - 第一天
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  5 people like this.
 
bktay123 Too low to sell
02/12/2016 17:23
sonicleong the question is ...will it shoot back up ?
02/12/2016 21:56
Yippy68 fully agreed. for long term, you get better income compare to your money lying one yer in the bank for 3.25%. and it is safe.
04/12/2016 07:40
MirageHotelPD The early dividend pays out to avoid new placement shareholders enjoy the unpay payable distribution. Total early pay out is for 75 days, which means in February there will be another 17 days of distribution to pay again. With current placement of 380m at 1.06. After minus pay out DPU about RM0.04. The NTA will dilute to about 1.322. Current 75 days DPU is about 1.918 sen which means 2nd Quarter cash flow could be 2.35 sen after Nov rental revise up. Assuming 2.35 sen is sustainable, after 380m place in on 15th December and use to pay of loan of 4%. The average DPU will drop to 2.06 sen per quarter. We still have net DPU after withholding tax of around 7.4-7.5 sen yearly if current income is sustainable, which equivalent to 6.7% at 1.10. Reits is long term investment. Those looking for short ride, better avoid this.
04/12/2016 23:16
88bumblebee anyone know what is the incremental rate for rental started Nov?
05/12/2016 11:17
MirageHotelPD Under the lease agreements signed on 2011, there will be 5% rental revise up for Msia & Japan Hotels
05/12/2016 12:23
smartly miragehotelpd, you subscribe new placement ?
05/12/2016 12:25
ejtic This FY will be a progressive significant year for YTL REIT. Besides the agreed rates revision of the hotel properties (under lease agreements), the Mgmt gonna add its recent acquired UK hotels into it. Hence it would be definitely an accretive to its NTA & DPU. For long term, its net dividend yields are far more attractive than traditional FD even bonds.
05/12/2016 16:44
gforce2 Compared to the other MREITs, this is the only one with significant forex earning exposure. It is a double edged sword, as it also has a big AUD denominated loan taken when purchasing the Australian hotels. If those hotel revenues are more than sufficient to cover the interest/repayments, great. Otherwise, it's going to get painful as the AUD continues to strengthen against MYR.
06/12/2016 10:26
MirageHotelPD For Australia Hotels, the Brisbane performance is dropping. But Sydney and Melbourne out performed with extremely high occupancy. Therefore, A$ appreciation will boost DPU although in P&L shows red.
06/12/2016 18:46
MirageHotelPD smartly, I tried hard to subscribe new placement. But it seems PP only for Preffered group of poeple.
06/12/2016 23:18
bktay123 Ex div tmro
08/12/2016 17:37
bktay123 Up 2 sen post div
09/12/2016 16:39
ILoveReit Hi everyone, may i know how to purchase new issue price?
13/12/2016 23:32
MirageHotelPD New issue already closed. Anyway, only offered to Selected People!
14/12/2016 00:25
ILoveReit Ohhhh, got it, thank you so much Mirage~
16/12/2016 14:35
kuihmoi no standard placee . make 4 sen also sell . Merchant banker should look for long term investor .
16/12/2016 21:12
MirageHotelPD http://klse.i3investor.com/servlets/cube/kuihmoi.jsp You are right. Not just Merchant banker, the YTL reits management also irresponsible people. Simply offer to public who have Wealthy accounts with merchant banker but not truly long term YTL reit investors. I'm one of the long term YTL reit collecting YTL reit from RM0.735 since 2009 to highest RM1.22 in Nov 2016 try all methods just can't have the change to apply for the private placement. This is not fair to existing long term investors.
18/12/2016 00:13
MirageHotelPD No wonder foreigners don't like to invest in Malaysia. Big fish eating small fishes ...
18/12/2016 00:14
MirageHotelPD By the way, their cost 9.25% discount at 1.06, which make more than 4 cents.
18/12/2016 00:15
ILoveReit Only collecting YTLReit? how bout others?
19/12/2016 14:35
AK2899 Private Placement you must know "people" and will offer you at discounted price ....lol
20/12/2016 18:54
leecuteguy anyone please explain, why private placement the price will go down ????
20/12/2016 21:52
MirageHotelPD http://klse.i3investor.com/servlets/cube/leecuteguy.jsp Grab the opportunity to invest with low price when is still available
20/12/2016 23:42
MirageHotelPD http://klse.i3investor.com/servlets/cube/ak2899.jsp PP normally offer to wealthy account with the appointed Marchant banker to issue pp.
20/12/2016 23:45
MirageHotelPD http://klse.i3investor.com/servlets/cube/ilovereit.jsp Msia Reits getting expensive, I had disposed most of them but still remain Mqreit and YTL REITS where the cash flow still stable and good. if you like Reits, perhaps should starts look at Spore Reits where currently are on superb sales due to recession, some with very stable income still offering 6-9.5% yields and NTA 15%-35% undervalued. Like Voted Best Asia REIT in 2015 Ascott REIT , SGD 1.14 DPU >0.08, NTA 1.32. SABANA (high yields, and improve stabilize revenue) SGD 0.45 DPU 0.048 NTA 0.81, SUNTEC (occupancy 98%)1.645 DPU 0.105 NTA 2.10......
20/12/2016 23:54
Win188 up...up...up
04/01/2017 19:22
sonicleong hope tomoro continue upppppp
04/01/2017 21:31
MirageHotelPD Today's advances indicate selling pressure for those who subscribed Private placement maybe over, and the price getting normalise.Perhaps the soon to announce balance DPU maybe good,
05/01/2017 00:39
cclow41 MirageHotelPD, how to buy Spore REIT? What account to use?
05/01/2017 10:39
cclow41 May I know why the YTL REIT net profit -ve?
05/01/2017 10:42
kuihmoi -ve because of the Australian dollar denominated loan for Australia property , Use Spore margin account to buy reit at 2.8% only and reit yield of 6 to 8 %
05/01/2017 17:24
DroidnPlay Hi MirageHotelPD,may i know where do you normally grab infos on SReits? I find it hard to gather info on SG stocks vs MY, as we have alot of bloggers and forums, plus some good apps like KLSEScreener. TIA.
05/01/2017 22:25
MirageHotelPD to trade Spore reits, either you sign a consent letter with your existing broking house to trade Sreits. Terms & conditions varies from one to another. Commission can be from 0.27% to 0.6%. Some offer online and some don't. Or go to Spore to open an account to trade, commission is cheaper, varies from 0.1% to 0.27%.
06/01/2017 00:05
MirageHotelPD http://www.shareinvestor.com/news/index.html#/?type=sg_news_all&counter=A68U.SI&page=1
Log in to share investor.com,
this is example of Ascott, 2015 top reit in Asia. DPU around 8.2-8.4 cents or 7.3% yearly. Very similar to YTL REIT but better potential.

http://www.shareinvestor.com/news/index.html#/?type=sg_news_all&counter=T82U.SI&page=1
This is Suntec REIT, similar to Sunreit but higher yields around 6%, DPU SGD 0.1

http://www.shareinvestor.com/news/index.html#/?type=sg_news_all&counter=M1GU.SI&page=1
This is Sabana, similar to Atrium Reit, DPU approximately 9.6% and potentially move up to 12% after 3 properties acquisition complete in June 2017.

The best thing is, Spore offer tax free for individuals investors, whether local or foreigners
06/01/2017 00:13
MirageHotelPD For those more advantageous, Spore margin financing also relatively much lower. With good relationship with bank, you can get around 2.8% interest per annum or even lower if your vol is big, short term loan with auto roll over of 1.25-2.15% per annum. Normal leverage for relatively big reit counter like Ascott is 60 to 70%. With 50% leverage, you can get 7.3% + 4.2%= 11.5% tax free return. Worth to explore while Spore market still superb cheap.
06/01/2017 00:21
MirageHotelPD Only different between Mreits and Sreits is, the price for Spore are very much more volatile due to higher liquidity. From past history, counter like Suntec price range from SGD 0.60+ to SGD 2. But the DPU still very steadily increase. During last recession in 2008, Suntec price was SGD 0.68 and the DPU was around SGD 0.09.
06/01/2017 00:35
cclow41 MirageHotelPD, thank you for the informative knowledge :)
06/01/2017 10:36
cclow41 What's wrong with Sabana reit? 2015 share price at $0.9, now only $0.35.
06/01/2017 17:16
MirageHotelPD Sabana used to performed very well, due to economy down turn, DPU drop from 2.2 cents per quater to last quarter only 1.2cents. Mainly due to Sabana reit is shariah compliance reit, a lot of restrictions plus slow demand in the market. The DPU has drop consecutively for the last 6 quarters, i.e. 1.8 cents to last quarter 1.2 cents. DPU drops are basically due to rental revise downwards to retain tenants plus 20% assets not renting out. Why I think it is good now!
Basically, I believe the rental are stabilise, in November 2016, a 1 year vacant warehouse also successfully divested with 10% profit on book. 3 new tenancies sign in same month. so, the DPU is expected to improve in the coming quarter. But, why the share price still drop sharply!
This is due to last month, Sabana REIT announced 3 acquisition of new assets which requires to issue right issue of 42% at price of 0.258 (42 right for every 100 units)or 80 million capital to buy cash as the company gearing is too high plus bad rating to get cheap finance. During share performance is bad. A lot of unit holders will get out when you call pay up more capital. From the agreements signed for 3 acquisitions, with effect from mid 2017, all 3 are rental guaranteed for 3 years to 10 years with around 6-10% rental base on purchase price. So, I believe at price of 0.34-0.35, the DPU will be around 0.033 or 9%+, in 3rd quarter 2017 onwards when the income from the 3 acquisitions are in. The DPU could be 12-13% base on price of 0.35. The best thing is, current price is about 40% cheaper than NTA.
07/01/2017 01:20
Win188 MirageHotelPD...what do you think abt YTLREIT in 2017? what NTA for YTLREIT? Thanks
07/01/2017 11:51
MirageHotelPD Recent ration of PP is about 28% of total capital at RM1.06. If the valuation of the properties remain the same like Nov 2016. The NTA after PP will be around RM1.36.
09/01/2017 00:57
Jay it's already announced the latest NAV is 1.378
09/01/2017 07:51
sonicleong good news
09/01/2017 16:53
Yippy68 YTL FAMALY OWN 70 % WILL THEY SEE THE SHIP SINK
09/01/2017 17:40
kuihmoi go for long term
09/01/2017 21:03
ejtic Sui! Bought 1.06 last month, now 1.16. Happy new yr!
11/01/2017 19:25
ripthatoff @ejtic good for you man good for you.
13/01/2017 11:58
ripthatoff clap clap clap
13/01/2017 11:58
DroidnPlay Can consider Maybank KE, their prefunded account only charge $10 min brokerage.
13/01/2017 12:24


 

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