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940 comment(s). Last comment by Harvey Specter at Oct 21, 2020 5:40 PM
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Victor Yong
6857 posts

Posted by Victor Yong > Sep 21, 2020 9:14 AM | Report Abuse

Ytl Starhill is under renovation now, no wonder :)

PETALING JAYA: Sunway malls anticipate to close the last quarter (Q4) of 2020 and start the year with sales and traffic normalising 90% compared to respective periods a year ago, barring a second wave of Covid-19.

A stringent movement control order (MCO) would be damaging for business, said Sunway Malls and Theme Parks chief executive officer H.C. Chan. (pic)

“Traditionally, Q4 is one of the strongest for malls and retailers. We are cautiously optimistic this can be achieved for Sunway, ” he said.

Sunway group is among the largest mall owners and operators with seven existing retail developments with net lettable area (NLA) of more than 5 million sq ft.

If those in the pipeline were to be included, it will have 7.7 million sq ft of NLA. The National Property Information Centre reported that mall space totalled 72.68 million sq ft in the Federal Territory of Kuala Lumpur and Selangor as at the end of March 31,2020.

Chan is optimistic about the year-end festive period based on August sales and car traffic flow, which recovered to about 80% compared to a year ago.

“Sunway malls have generally performed above standard industry level before the pandemic and we continue to outperform, ” he said.

Chan said the group has installed sensors for footfall, car traffic and at point of sales during the MCO.

“People are spending but there are concerns on the loan moratorium expiry which will weigh down sentiment. We will need to monitor that closely week-on-week in October, ” Chan said.

Good traction are from food and beverage, athletic and leisure wear, skincare and certain fashion categories.

“Trade categories like cosmetic, travel, cinema and wellness continue to face headwinds. The most challenged are cinema operators and travel-related goods retailers who have to contend with lack of content at reduced capacity and border closure, ” Chan said.

“We are collecting about 75% range of the rent payable for 2020, ” Chan said, declining to name any figures.

On the losses from the March 18 MCO to date, Chan said the group has set up a Business Partner Assistance Programme including rent relief, estimated at the 20% range of total rent payable for 2020.

It is a “painful albeit necessary step” in order to ensure business continuity.

Among its various sources of revenue, Sunway Bhd reported revenue of RM134.3mil and profit before tax (PBT) of RM32mil for quarter ended March 31,2020 for its property investment segment, under which its malls are parked.

Revenue decreased 39.2% from RM220.9mil achieved in the quarter ended Dec 31,2019. PBT dropped 64.3% compared with the preceding quarter’s PBT of RM89.6mil, according to its quarterly report posted on Bursa Malaysia.

Chan’s comment that this “is not a short-term zero sum game” underscores the prevailing uncertainty ahead as the world go in search of a vaccine.

“We are in a long-term relationship and the first objective is to survive this challenge. The second is sustainability, ” Chan said.

Action undertaken are “grounded on resolving issues, not complicating them”.

Resolutions include staggered settlement, marketing assistance, targeted rebate are the main staple. For critical cases, month-to-month or quarter-to-quarter solutions are considered, as opposed to full three-year contractual obligation. But this will be “selective and for justifiable cases only”.

As for closures, these are in single digit which confirms Retail Group Malaysia managing director Tan Hai Hsin’s comment in early September that about 5% of mall tenants had closed versus 10% of those located outside malls.

Chan said about 120 shops will be opening.

The pandemic has also accelerated digitalisation and there is a need to integrate offline and online solutions. This means investing in an online presence in the near term.

They will be launching a major digitalisation initiative early next year to provide a full offline to online experience, he said.

“We still believe offline will continue to play a significant part both in terms of experience delivery and income generation. Products and services like leisure and entertainment will become the staple of physical malls. Things that can be commoditised like clothes and shoes will move online, ” he said.

Tan said Malaysia’s retail industry enjoyed sales of RM513.2bil in 2019, contributing about 35% to the country’s gross domestic product.


Victor Yong
6857 posts

Posted by Victor Yong > Sep 21, 2020 9:16 AM | Report Abuse

Pnb offered to take its reits private at rm1. If ytlcorp offers for ytlreits, also around rm1 at least. Net assets per unit ~rm1.50, mainly real estates / properties


Victor Yong
6857 posts

Posted by Victor Yong > Sep 21, 2020 3:43 PM | Report Abuse

The YTL REIT attraction: High dividend yield, low PER | YTL Hospitality REIT was traded at an all-time high of RM1.36 in Jan 2020 but a closer look at its valuation now unearths an interesting trend


Victor Yong
6857 posts

Posted by Victor Yong > Sep 21, 2020 3:43 PM | Report Abuse

Value emerged now :)


Victor Yong
6857 posts

Posted by Victor Yong > Sep 21, 2020 4:04 PM | Report Abuse

swap share with ytlcorp if privatisation occurs lilke ytlland? mainly real estates/properties for ytlreits, net assets per share ~Rm1.50 vs 75sen current price

after privatising ytlland, ytlcement, etc, next ytlreits????? pnb had offered to privatise its reits last week too


Victor Yong
6857 posts

Posted by Victor Yong > Sep 21, 2020 4:05 PM | Report Abuse

if ytlreits' net assets per share ~RM1.50, mainly real estates, privatisation offer price ~RM1 offered by pnb for its reits?


Good123
7432 posts

Posted by Good123 > Sep 21, 2020 5:24 PM | Report Abuse

Areca Capital Sdn Bhd CEO Danny Wong concurs that the local stock market remains intact, and does not foresee a huge correction. “Other than the technology and glove stocks, the market has not run up a lot. Right now, investors are looking forward to 3Q corporate results and measures from the upcoming Budget 2021.”


Victor Yong
6857 posts

Posted by Victor Yong > Sep 21, 2020 11:44 PM | Report Abuse

DEALINGS IN LISTED SECURITIES (CHAPTER 14 OF LISTING REQUIREMENTS) : DEALINGS OUTSIDE CLOSED PERIOD

YTL HOSPITALITY REIT

Type Announcement
Subject DEALINGS IN LISTED SECURITIES (CHAPTER 14 OF LISTING REQUIREMENTS)
DEALINGS OUTSIDE CLOSED PERIOD
Description YTL HOSPITALITY REIT ("YTLREIT")
- Notification under Chapter 14 of the Bursa Malaysia Securities Berhad Main Market Listing Requirements on dealings in securities
Pursuant to Paragraph 14.09 of the Bursa Malaysia Securities Berhad Main Market Listing Requirements, Pintar Projek Sdn Bhd, the management company of YTLREIT, wishes to announce that Dato' Mark Yeoh Seok Kah, the Chief Executive Officer of Pintar Projek Sdn Bhd, has given notice of his dealings in the units of YTLREIT outside the closed period. The details of the dealings are as follows:-

Date of Acquisition

No of Units Acquired

% of Units Acquired

Price Transacted (RM per unit)

Remarks

15.09.2020 120,000 0.007 0.7521 Acquisition of units
17.09.2020 69,500 0.004 0.7550 -do-




Announcement Info
Company Name YTL HOSPITALITY REIT
Stock Name YTLREIT
Date Announced 21 Sep 2020
Category General Announcement for PLC
Reference Number GA1-21092020-00009


Victor Yong
6857 posts

Posted by Victor Yong > Sep 22, 2020 9:59 AM | Report Abuse

Property & REIT - After a Near-stagnant 2Q20; Expect Strong Rebound in 2H
Date: 03/09/2020



Source : AmInvest
Stock : PAVREIT Price Target : 1.91 | Price Call : BUY
Last Price : 1.56 | Upside/Downside : +0.35 (22.44%)

Source : AmInvest
Stock : YTLREIT Price Target : 1.26 | Price Call : BUY
Last Price : 0.745 | Upside/Downside : +0.515 (69.13%)


Victor Yong
6857 posts

Posted by Victor Yong > Sep 22, 2020 10:00 AM | Report Abuse

Date Open Range Close Change Volume
21/09/2020 0.75 0.75 - 0.755 0.75 +0.005 (0.67%) 925,500
18/09/2020 0.755 0.745 - 0.765 0.745 -0.01 (1.32%) 4,793,500
17/09/2020 0.76 0.75 - 0.76 0.755 -0.005 (0.66%) 1,012,000
15/09/2020 0.755 0.75 - 0.76 0.76 0.00 (0.00%) 2,455,000
14/09/2020 0.755 0.75 - 0.77 0.76 +0.01 (1.33%) 2,293,500
11/09/2020 0.755 0.75 - 0.77 0.75 -0.005 (0.66%) 1,405,900
10/09/2020 0.77 0.75 - 0.77 0.755 -0.02 (2.58%) 2,504,700
09/09/2020 0.775 0.755 - 0.775 0.775 0.00 (0.00%) 1,438,600
08/09/2020 0.77 0.755 - 0.775 0.775 +0.015 (1.97%) 1,287,100
07/09/2020 0.765 0.755 - 0.775 0.76 -0.005 (0.65%) 1,728,900
04/09/2020 0.77 0.75 - 0.775 0.765 0.00 (0.00%) 2,899,200
03/09/2020 0.775 0.765 - 0.775 0.765 -0.01 (1.29%) 1,251,300
02/09/2020 0.785 0.77 - 0.785 0.775 -0.01 (1.27%) 1,047,500
01/09/2020 0.79 0.78 - 0.80 0.785 0.00 (0.00%) 763,300
28/08/2020 0.80 0.78 - 0.805 0.785 -0.015 (1.87%) 1,677,900
27/08/2020 0.80 0.795 - 0.805 0.80 +0.005 (0.63%) 2,040,800
26/08/2020 0.775 0.775 - 0.80 0.795 +0.025 (3.25%) 3,764,800
25/08/2020 0.775 0.765 - 0.775 0.77 0.00 (0.00%) 1,122,400


Victor Yong
6857 posts

Posted by Victor Yong > Sep 22, 2020 10:54 AM | Report Abuse

Oversold. :)

52w 0.700 - 1.380
ROE 0.37
P/E 132
EPS 0.56
DPS 7.87
DY 10.56%

NTA 1.4996
PTBV 0.50
RPS 25.02
PSR 3
Market Cap 1,269.8M
RSI(14) Neutral 33.9
Stochastic(14) Oversold 11.1
Average Volume 1,884,600
Relative Volume 0.2


Victor Yong
6857 posts

Posted by Victor Yong > Sep 22, 2020 10:56 AM | Report Abuse

yeoh family member had started buying continuously? :)


DEALINGS IN LISTED SECURITIES (CHAPTER 14 OF LISTING REQUIREMENTS) : DEALINGS OUTSIDE CLOSED PERIOD
YTL HOSPITALITY REIT

Type Announcement
Subject DEALINGS IN LISTED SECURITIES (CHAPTER 14 OF LISTING REQUIREMENTS)
DEALINGS OUTSIDE CLOSED PERIOD
Description
YTL HOSPITALITY REIT ("YTLREIT") - Notification under Chapter 14 of the Bursa Malaysia Securities Berhad Main Market Listing Requirements on dealings in securities
Pursuant to Paragraph 14.09 of the Bursa Malaysia Securities Berhad Main Market Listing Requirements, Pintar Projek Sdn Bhd, the management company of YTLREIT, wishes to announce that Dato' Mark Yeoh Seok Kah, the Chief Executive Officer of Pintar Projek Sdn Bhd, has given notice of his dealings in the units of YTLREIT outside the closed period. The details of the dealings are as follows:-

Date of Acquisition

No of Units Acquired

% of Units Acquired

Price Transacted (RM per unit)

Remarks

15.09.2020 120,000 0.007 0.7521 Acquisition of units
17.09.2020 69,500 0.004 0.7550 -do-




Announcement Info
Company Name YTL HOSPITALITY REIT
Stock Name YTLREIT
Date Announced 21 Sep 2020
Category General Announcement for PLC
Reference Number GA1-21092020-00009

DEALINGS IN LISTED SECURITIES (CHAPTER 14 OF LISTING REQUIREMENTS) : DEALINGS OUTSIDE CLOSED PERIOD
YTL HOSPITALITY REIT

Type Announcement
Subject DEALINGS IN LISTED SECURITIES (CHAPTER 14 OF LISTING REQUIREMENTS)
DEALINGS OUTSIDE CLOSED PERIOD
Description
YTL HOSPITALITY REIT ("YTLREIT") - Notification under Chapter 14 of the Bursa Malaysia Securities Berhad Main Market Listing Requirements on dealings in securities
Pursuant to Paragraph 14.09 of the Bursa Malaysia Securities Berhad Main Market Listing Requirements, Pintar Projek Sdn Bhd, the management company of YTLREIT, wishes to announce that Dato' Mark Yeoh Seok Kah, the Chief Executive Officer of Pintar Projek Sdn Bhd, has given notice of his dealings in the units of YTLREIT outside the closed period. The details of the dealings are as follows:-

Date of Acquisition

No of Units Acquired

% of Units Acquired

Price Transacted (RM per unit)

Remarks

10.09.2020 100,000 0.006 0.7575 Acquisition of units
11.09.2020 110,000 0.006 0.7573 -do-
14.09.2020 100,000 0.006 0.7550 -do-


ahbah
2430 posts

Posted by ahbah > Sep 22, 2020 10:58 AM | Report Abuse

How is YTL Reit latest quarterly financial results ?


Victor Yong
6857 posts

Posted by Victor Yong > Sep 22, 2020 11:00 AM | Report Abuse

NTA RM1.4996, ytlcorp should offer to take it private like pnb. issue ytlcorp shares like ytlland recently


Good123
7432 posts

Posted by Good123 > Sep 23, 2020 8:51 AM | Report Abuse



In Asia, Japan's markets reopen on Wednesday after a two-day public holiday, which could trigger some volatility. Australian S


RainT
7369 posts

Posted by RainT > Sep 25, 2020 4:22 PM | Report Abuse

buy chance come already


RainT
7369 posts

Posted by RainT > Sep 25, 2020 4:24 PM | Report Abuse

only those can see value will buy YTLREIT at this price


RainT
7369 posts

Posted by RainT > Sep 25, 2020 4:25 PM | Report Abuse

about the quarter report of YTLREIT

you need to know how to read it & interpret it

on front is make loss, but try read further & dig more information


Harvey Specter
6 posts

Posted by Harvey Specter > Sep 25, 2020 4:32 PM | Report Abuse

RainT, mind to elaborate more on the QR?

I have been slowly accumulating every few days @ 72-75cent with an 1.5-2year investment horizon.

I do see value in this reit, good management team, quick to respond to crisis by offering tenant rebate,as a retail property investor myself, I fully agree on taking care of my tenants before they can take care of me.


padanggrus
70 posts

Posted by padanggrus > Sep 25, 2020 4:44 PM | Report Abuse

some buddy , dump this counter
from 4pm to 4.10pm
suddenly drop 3sen
already lost 18% at this counter!


sthannes
21 posts

Posted by sthannes > Sep 28, 2020 3:05 PM | Report Abuse

Aisehh, this is not for speculationn laaa, REIT for dividend.


kinuxian
574 posts

Posted by kinuxian > Sep 28, 2020 4:28 PM | Report Abuse

The share price is about same as late 2008.

U got to decide between FD or this.

Risk is on potential bankruptcy of hotel operator against it probability recover slowing in 2-3 years.


WLiang777
88 posts

Posted by WLiang777 > Sep 28, 2020 4:33 PM | Report Abuse

https://www.thestar.com.my/business/business-news/2020/09/28/insight---reits-cautiously-optimistic-on-prospects


CKNG8291
337 posts

Posted by CKNG8291 > Sep 30, 2020 5:31 PM | Report Abuse

It is good time to collect and keep for a long term . At least a year. Should be safer than other, since it is below book value


WLiang777
88 posts

Posted by WLiang777 > Sep 30, 2020 6:11 PM | Report Abuse

Even it files chapter 11, the nav is attractive at 1.5. I don’t think Ytl Corp will be so stupid to do so ...


WLiang777
88 posts

Posted by WLiang777 > Sep 30, 2020 6:12 PM | Report Abuse

This is like having a 24 months FD with huge capital gain if u have holding power!


Harvey Specter
6 posts

Posted by Harvey Specter > Sep 30, 2020 7:19 PM | Report Abuse

i have slowly collecting every 2-3 days, super attractive at 9.11% dividen yield. judging by the economic enviroment, even if 50% of that yield i also happy d.

There are many hotels closing down worldwide, the moment the pandemic is over, there will be insufficient supply to cater to the demand. I believe by then, the remaining survivors will be able to capitalize on that.


RainT
7369 posts

Posted by RainT > Oct 4, 2020 6:54 PM | Report Abuse

chance to buy have come now


RainT
7369 posts

Posted by RainT > Oct 4, 2020 6:55 PM | Report Abuse

DY 9.11 %

is based on past dividend record match with current drop in share price , so DY is high


RainT
7369 posts

Posted by RainT > Oct 4, 2020 6:56 PM | Report Abuse

in future if hotel income cannot sustain, dividend will drop

then DY also will drop

please understand what is DY & how DY is derive...


RainT
7369 posts

Posted by RainT > Oct 4, 2020 6:57 PM | Report Abuse

I am waiting to drop more

is appear to attractive to buy now

YTLREIT income will be greatly affected by Covid

get ready ...


Harvey Specter
6 posts

Posted by Harvey Specter > Oct 5, 2020 3:28 PM | Report Abuse

@raint, i know how DY is derive, 9.11% is based on their last year performance, which incidently is also one of their best performance. Even if they were to replicate 30-50% of last year performance, I am still able to get 3-4% yield, which i am already happy at this current climate.


Windy1974
149 posts

Posted by Windy1974 > Oct 6, 2020 11:14 AM | Report Abuse

I am not here to scare people. YTLREIT is my major holding for future dividend yield. 2021 and 2022 i am expected 2% yield at current price level 0.72-0.76. Don't mislead people


gordonramsay
7 posts

Posted by gordonramsay > Oct 7, 2020 10:23 PM | Report Abuse

YTLREIT is the type of stock where you buy and wait about 1-2 years and it will definitely pay off. Just like wine, it's boring, unattractive but after a few years, it will shine. COVID is temporary, might take a few more months or even another year before tourism recovers, but domestic tourism will recover sooner. Already in Japan they have been promoting domestic travel, and once Malaysia manage to control their third wave, people will continue to travel again. Same thing with Australia. Personally, I've been wanting to buy this REIT for a long time and right now is the perfect time to buy before tourism sector recovers.

But hey what do I know, I'm just a chef.

YTLREIT is as good as my wine selection in my restaurant. Overlooked.


tktk
163 posts

Posted by tktk > Oct 7, 2020 10:30 PM |

Post removed. Why?


AZROY
33 posts

Posted by AZROY > Oct 7, 2020 10:34 PM |

Post removed. Why?


opportunity
195 posts

Posted by opportunity > Oct 12, 2020 11:23 AM | Report Abuse

guarantee gonna drop below 70 cents. probably stable at 62 cents


kudamuda
272 posts

Posted by kudamuda > Oct 14, 2020 3:28 PM | Report Abuse

any updates from AGM?


Nighelanghelo
50 posts

Posted by Nighelanghelo > Oct 16, 2020 9:45 AM | Report Abuse

https://www.theedgemarkets.com/article/ytl-reit-attraction-high-dividend-yield-low
https://www.theedgemarkets.com/article/analysts-stay-neutral-mreits-after-gearing-limit-temporarily-raised-60


Harvey Specter
6 posts

Posted by Harvey Specter > Oct 21, 2020 5:40 PM | Report Abuse

now with mco2 coming, can put this share into the wine cellar, dont think about it and open back again after 2-3years.

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