memorylane 
223 posts |  Posted by memorylane > Jan 11, 2021 10:21 PM | Report Abuse
malaysia and japan is under master lease. so rental income will be the same. YLTreit already gave them 50% cut for 2 years, after 2 years the 50% need to repay back in stage...
So we only need to concern about Australia hotel, which is under management contract. more occupation rate mean more income.. Australia curb the virus quite well, just i do not know how well their hotel performed based on domestic travel.
Also ringgit appreciation is good for YTLREIT because their loan is dominated in Aust dollar and Yen... |
fortunefire
33 posts | Posted by fortunefire > Jan 12, 2021 5:40 PM | Report Abuse assuming the mco will extend till end feb, will it affect the hotel industry? |
iskandar100k
138 posts | Posted by iskandar100k > Jan 13, 2021 9:45 AM | Report Abuse Covid 19 has been affecting this stock since March last year. Only a matter of time before most people are vaccinated and we can travel as usual. That is when the stock price will bump up by a lot.. |
OperationMoneyball
21 posts | Posted by OperationMoneyball > Jan 13, 2021 9:52 AM | Report Abuse Vaccination for the whole country will most probably take a long time. This stock will need holders with stamina. |
fortunefire
33 posts | Posted by fortunefire > Jan 13, 2021 9:55 AM | Report Abuse Gov issued a lockdown back in Mar 2020 with only less than 500 covid cases and the MCO lasted for 2 months. Now we have 3.3k covid cases in the country. Not sure if the gov will extend the MCO 2.0 till Aug? |
OperationMoneyball
21 posts | Posted by OperationMoneyball > Jan 14, 2021 3:58 PM | Report Abuse A good indicator will be the pattern of increase/decrease in cases over a week of implementation. |
traintobullland
20 posts | Posted by traintobullland > Jan 15, 2021 6:29 PM | Report Abuse start moving already, everyone on board :D |
MatKoh
284 posts | Posted by MatKoh > Jan 15, 2021 6:35 PM | Report Abuse Nice closing for the weekend. |
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