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293 comment(s). Last comment by Luodi at Jan 28, 2019 03:17 PM
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peter Too
40 posts

Posted by peter Too > Sep 6, 2017 10:03 PM | Report Abuse

svp issuers..


danielyii
1 post

Posted by danielyii > Sep 7, 2017 12:06 PM | Report Abuse

related with this? https://zuuonline.com/archives/171181


myway
239 posts

Posted by myway > Sep 7, 2017 03:34 PM | Report Abuse

Amanahraya REIT to buy Vista Tower
http://www.theedgemarkets.com/article/amanahraya-reit-buy-vista-tower


gforce2
178 posts

Posted by gforce2 > Sep 7, 2017 08:59 PM | Report Abuse

The purchase consideration, it said, will be funded via a medium-term note programme with RM450 million notes issues and internally generated funds of RM5 million.
...

The good news is, they're buying the asset below market price (13% discount). ARREIT has a strong backer in Kenedix Asia.
Bad news is, they're now almost at debt limit (49.1%), since this purchase is done almost completely with borrowings.


ks55
1658 posts

Posted by ks55 > Sep 7, 2017 09:42 PM | Report Abuse

Unlike MRCB that uses MQReit as ATM, ARReit Managers did a very good job by securing prized asset with favorable price (or should say big 13% discount), taking unit holders' interest above their own.

Why Vista Tower a good buy?
1. Class A office in the vicinity of KLCC Twin Tower only selling at RM 824psf. Where else can you get this type of bargain?
2. Immediately upon completion of deal, ARReit can recognise RM 67.1m unrealised gain for FYE Dec 2017. In addition, ARReit shall receive RM 9.18m over 24 month payment (or RM 382.5k a month) as distributable revenue.
3. Why vendor willing to sell Vista Tower below market value?
3.1 Lifespan of Private Equity Fund (owner) set up by Blackrock Inc is expiring in 2017. Vista Tower must be sold within this year.
3.2 Right now office space glut does not permit Balckrock Inc to ask for premium price.
4. LRT and MRT2 link directly to Tower Vista. It is therefore easy access to TRX, Bandar Malaysia, High Speed Rail, Bukit Bintang.
5. Any property that has direct access to MRT/ LRT will appreciate in value. So by 31 Aug 2020, Vista Tower should at least double in value. Is it that difficult to fetch a price tag of RM 1650psf then?
6. No RI proposed. So present Unit Holders need not foot out additional money.


All in all, I would expect ARReit price will respond positively tomorrow.
Good luck to all........


ks55
1658 posts

Posted by ks55 > Sep 8, 2017 09:22 AM | Report Abuse

Rental for office space at Vista Tower around RM 7.50psf per month or RM 90 per annum.
At RM 824psf, it works out to be 10.9% gross.
Total rental will be around RM 50m a year, if 100% rented out.
Currently 74.4% leased should give RM 37.2m if maintained.

I am confident with the Japanese Partner as Property Manager, it won't be difficult to get a 95% occupancy rate...........


hongweigiet88
45 posts

Posted by hongweigiet88 > Sep 10, 2017 11:54 PM | Report Abuse

https://hongweigiet222.wixsite.com/website/single-post/2017/09/10/Malaysia-REIT


tauruslau
63 posts

Posted by tauruslau > Oct 13, 2017 11:54 AM | Report Abuse

@cong5895 Yes, dividend received.


HamzahB
99 posts

Posted by HamzahB > Oct 13, 2017 12:04 PM | Report Abuse

Received.


goldisgold
139 posts

Posted by goldisgold > Oct 15, 2017 11:08 AM | Report Abuse

Just realized ARREIT website has been upgraded to user and investor friendly..


ikah
422 posts

Posted by ikah > Oct 30, 2017 12:22 PM | Report Abuse

this counter.ding dong at price 0.92-0.97


Booyah
390 posts

Posted by Booyah > Dec 12, 2017 05:27 PM | Report Abuse

WHOA GAP DOWN...WTF


lalalila
5 posts

Posted by lalalila > Dec 12, 2017 05:42 PM | Report Abuse

why drop? Is that dividend ex-date? (Newbie)


Booyah
390 posts

Posted by Booyah > Dec 13, 2017 10:58 PM | Report Abuse

Not too sure. Could be people not happy with the meeting outcome?


ks55
1658 posts

Posted by ks55 > Dec 15, 2017 10:23 AM | Report Abuse

ARReits disposal of Silver Bird Factory for 105m is a good move.
Visited the site recently.
Found that the factory facade had deteriorated so much.
Hard to find tenant at present difficult time.
At least can save 5m interest each year to help boost earning by same amount.......


Yippy68
1036 posts

Posted by Yippy68 > Dec 17, 2017 07:18 AM | Report Abuse

good move to sell off property not creating good income., now at 91 sen, look to be better than fd. i shall buy if come to 90 sen and below.


mf
13251 posts

Posted by mf > Dec 17, 2017 07:50 AM | Report Abuse

Not trend


zillionkoh
46 posts

Posted by zillionkoh > Jan 5, 2018 02:46 PM | Report Abuse

London Bridge is falling down
Falling down, falling down
London Bridge is falling down
My fair lady


Booyah
390 posts

Posted by Booyah > Jan 11, 2018 04:26 PM | Report Abuse

Gained >200% return over the years just with dividend alone.


goldisgold
139 posts

Posted by goldisgold > Feb 1, 2018 01:40 PM | Report Abuse

Silver Bird factory should have been disposed off sooner. Sitting there for so long not generating income.


pakatan_harapan2
1894 posts

Posted by pakatan_harapan2 > Feb 1, 2018 01:43 PM | Report Abuse

If you think is rubbish how abt the buyer who must pay think is gold?

Posted by goldisgold > Feb 1, 2018 01:40 PM | Report Abuse
Silver Bird factory should have been disposed off sooner. Sitting there for so long not generating income.


Booyah
390 posts

Posted by Booyah > Mar 6, 2018 03:57 PM | Report Abuse

today ex-date drop so much


ks55_
533 posts

Posted by ks55_ > Mar 18, 2018 07:58 PM | Report Abuse

Sell. 70 sen coming.


cong5895
53 posts

Posted by cong5895 > Apr 10, 2018 09:57 AM | Report Abuse

anyone can share agm story?


yongch
867 posts

Posted by yongch > Apr 10, 2018 05:53 PM | Report Abuse

Tmrw AGM think no good lo....


CSS1234
43 posts

Posted by CSS1234 > Apr 11, 2018 10:41 PM | Report Abuse

Sep nta1.1983,dec nta 1.2735.mar nta 1.3884.will paid more dividend next few quarter because silver bird fcctory is sold ,will saved million of interest per quarter!


yongch
867 posts

Posted by yongch > Apr 14, 2018 07:21 AM | Report Abuse

Selaying mall like ghost mall,Sold shah Alam factory but bought in jln ampang Big Office Tower pay even more interest to bank lo n more high debts!!!!Worst coming TunRazak Exchange,BBCC,Bandar Msia,PNB118....more n more hundred thousand of office unit coming in 3yrs soon!!!!better sell n run faster before too late lo!!!


cong5895
53 posts

Posted by cong5895 > Apr 14, 2018 10:15 AM | Report Abuse

sad to admit it, office retail is over supply, cut loss yesterday.


ks55
1658 posts

Posted by ks55 > May 26, 2018 10:58 AM | Report Abuse

Silver Bird Factory disposal completed on 25 May 2018.
Now we can look for better DPU for quarter ended June 2018.


slng
77 posts

Posted by slng > Jun 5, 2018 10:04 AM | Report Abuse

Quarter Result on 31-Mar-2018[#1] QoQ - 52.45% YoY - 802.65%. What else you need to know? More surprise coming with cash on hand!


CSS1234
43 posts

Posted by CSS1234 > Jun 29, 2018 05:49 PM | Report Abuse

Look like 1.8ct div next quarter wth 90% paid out


CSS1234
43 posts

Posted by CSS1234 > Aug 30, 2018 06:02 PM | Report Abuse

1.94 div...wo w


naruko
334 posts

Posted by naruko > Aug 30, 2018 07:10 PM | Report Abuse

good


tauruslau
63 posts

Posted by tauruslau > Aug 31, 2018 01:12 PM | Report Abuse

nice div,hope can maintain every quarter


cong5895
53 posts

Posted by cong5895 > Aug 31, 2018 03:38 PM | Report Abuse

Good result with good dividend.


derricksyl
253 posts

Posted by derricksyl > Sep 3, 2018 08:05 AM | Report Abuse

TP - 0.90 - 0.95


lsj89
59 posts

Posted by lsj89 > Sep 7, 2018 03:44 PM | Report Abuse

another reit under my portfolio!


lck1300
273 posts

Posted by lck1300 > Sep 18, 2018 03:22 PM | Report Abuse

anyone know what happen to hotel holiday villa alor setar ?
already close right ?
hotel booking website all say already close ....
so management need to find new tenant for this building if not will be vacant .........

ARREIT website said Lease period 11.5 years commencing from February 2007 so the tenant is end at 2018/08 , will this gonna effect the next QR if continues vacant?

and the Selayang mall is like nothing new just restaurant and retail shop , now usually shopping mall provided 1 stop for buying groceries , movie , restaurant , and shopping experience , i'm not local resident so i can only get the information from website , just sharing and if i'm wrong please correct me , thanks

Nearest mall is Selayang Capitol komplek with LFS theater , but seem like it also old and alot vacant unit and nothing upgrade inside it ......


cong5895
53 posts

Posted by cong5895 > Sep 18, 2018 08:16 PM | Report Abuse

management want to dispose few assets if not mistaken, hotel villa alor setar is one of the assets.
this reit asset is very mixed, performance is up and down, not stable like normal reit.


bankrupt
35 posts

Posted by bankrupt > Sep 19, 2018 04:56 AM | Report Abuse

Who buy who die. So many loans cannot settle. RI next?


CSS1234
43 posts

Posted by CSS1234 > Oct 1, 2018 03:32 PM | Report Abuse

will give 1.55,even without alor star...


tauruslau
63 posts

Posted by tauruslau > Dec 2, 2018 06:45 PM | Report Abuse

lower than 1.55, only 1.35


Luodi
12 posts

Posted by Luodi > Jan 28, 2019 03:17 PM | Report Abuse

Hmm poor arreit

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