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KLSE: SENTRAL       SENTRAL REIT
Last Price Avg Target Price   Upside/Downside Price Call
0.955 0.95     -0.005 (0.52%)
* Average Target Price, Price Call and Upside/Downside are derived from Price Targets in the past 6 months.
** Price Targets are adjusted for Bonus Issue, Shares Split & Shares Consolidation (where applicable).
Date Open Price Target Price Upside/Downside Price Call Source News
13/05/2022 0.96 1.00 +0.04 (4.17%) HOLD RHB-OSK Price Target News
13/05/2022 0.96 0.87 -0.09 (9.37%) HOLD KENANGA Price Target News
13/05/2022 0.96 1.00 +0.04 (4.17%) BUY HLG Price Target News
21/01/2022 0.915 0.90 -0.015 (1.64%) HOLD KENANGA Price Target News
21/01/2022 0.915 0.95 +0.035 (3.83%) BUY HLG Price Target News
21/12/2021 0.905 0.95 +0.045 (4.97%) BUY HLG Price Target News
11/11/2021 0.895 0.93 +0.035 (3.91%) BUY KENANGA Price Target News
11/11/2021 0.895 0.98 +0.085 (9.50%) BUY HLG Price Target News
06/08/2021 0.905 0.93 +0.025 (2.76%) BUY KENANGA Price Target News
06/08/2021 0.905 0.98 +0.075 (8.29%) BUY HLG Price Target News
01/07/2021 0.90 0.93 +0.03 (3.33%) BUY KENANGA Price Target News
14/06/2021 0.91 0.98 +0.07 (7.69%) BUY HLG Price Target News
08/06/2021 0.885 0.98 +0.095 (10.73%) BUY HLG Price Target News


Price Target Research Article/News (past 6 months)
13/05/2022  RHB-OSK Sentral REIT - Pressure on Occupancy Rate; D/G to NEUTRAL
13/05/2022  KENANGA Sentral REIT - 1QFY22 Well Within Expectations
13/05/2022  HLG Sentral REIT - Starting Off FY22 in Line
21/01/2022  KENANGA Sentral REIT - FY21 Within Expectations
21/01/2022  HLG Sentral REIT - Ended FY21 Within Expectation
21/12/2021  HLG REIT - Gradual Recovery
11/11/2021  KENANGA Sentral REIT - 9MFY21 Within Our Expectations
11/11/2021  HLG Sentral REIT - Persistently Resilient
06/08/2021  KENANGA Sentral REIT - 1HFY21 Well Within Range
06/08/2021  HLG Sentral REIT - Stable Earnings Showing
01/07/2021  KENANGA MREITs - Better Days to Come
14/06/2021  HLG Traders Brief - FMCO extension to undermine sentiment
08/06/2021  HLG Traders Brief - Extended consolidation as investors gauge local Covid- 19 cases, vaccination progress, and US May CPI data



  2 people like this.
 
chiahs yalor, even with lower OPR enjoy this year from Bank Negara.... should work harder ......
10/11/2021 3:34 PM
Asia88 ok la. what do you expect in pandemic time. They need to give some rebate during wfh period in Q3.
11/11/2021 2:02 PM
Iseeyoubuy Long term is profitable
25/11/2021 11:20 AM
zillionkoh After 3 months, I come back and review again this stock. The price will not have great fluctuation and will gradually move toward 0.85. Working environment changing. Within my expectations.
08/12/2021 11:17 AM
Pinky As long as dividend can maintain i'm happy
08/12/2021 11:18 AM
chiahs Zillionkoh, having the same feeling, gradually moving to their S level of 0.85/0.865
08/12/2021 8:40 PM
wensiang97 according to the latest portfolio of SENTRAL, the Quill 5 is sold out and the money is paid for the term loan and refinance to upcoming properties (can refer to its latest QR). I found out that although this REIT portfolio has about 9 buildings (low no. of asset building since listing), they still manage to produce a consistent revenue. And I observe that their portfolio is slowly shifting towards high-rise buildings if some of you manage to observe their portfolio change since they listing.
11/12/2021 11:52 PM
Asia88 omg, ms yong left the company.
17/12/2021 3:20 PM
david0123 Not yet announce dividend
20/01/2022 5:15 PM
choysun 3.98 sens. Ok ah :)
20/01/2022 5:20 PM
wensiang97 anybody know which one is the dividend we should received? 0.0398 or 0.0354? what is the different between these two dividend reported?
21/01/2022 8:03 AM
Pinky 3.54 have to deduct 10% tax
0.44 is exempt

Total 3.54 plus 0.44 = 3.98
21/01/2022 8:36 AM
Pinky The formula is

3.54 x 90% + 0.44
x
No. of shares u holding
21/01/2022 8:37 AM
Khai Zam dividend as expected but profit below expectation
21/01/2022 8:55 AM
Pinky @Khai Zam ignore the revaluation loss

Realised income is within expectation, increased 4%

For a REIT like this, you are mainly concerned with realised income
21/01/2022 8:56 AM
Khai Zam @Pinky thanks for the clarification, btw wonder how to calculate dividend yield for that particular current qtr?
21/01/2022 11:27 AM
Pinky The formula is

3.54 x 90% + 0.44

divide current share price

but this is bi-annual dividend

x 2 lo
21/01/2022 12:29 PM
AlsvinChangan Manager Fees is based on what?
21/01/2022 12:42 PM
wensiang97 @pinky does the tax will always be 10% ? where is the tax rate we should refer to is it according to corporate income bracket?
21/01/2022 12:42 PM
Pinky https://www.thesundaily.my/business/how-are-individual-reit-holders-taxed-DL8085410
21/01/2022 2:13 PM
Asia88 woohoo.
21/01/2022 2:37 PM
Asia88 AlsvinChangan Manager Fees is based on what?
21/01/2022 12:42 PM << The fees charged by manager to manage sentral reit for u.
11/02/2022 4:15 PM
zen_2k good yield... didnt expect to perform this well
17/02/2022 5:33 AM
kllee Received the dividend . Reinvest again .
28/02/2022 1:10 PM
Apeinvestor 8.19% dividend yield, NTA currently RM1.19 and price is ranging around RM0.90. What more to say?
03/03/2022 8:40 PM
Yippy68 so far, this counter giving very stable income
27/03/2022 8:32 AM
Yippy68 almost 5 folds of FD
27/03/2022 8:33 AM
Khai Zam coming quarter will be good?
29/03/2022 3:36 PM
Pinky suddenly so much buying interest?
30/03/2022 3:57 PM
Ivan_Invest @Yippy68 , yeah one of the more stable REITs on the market
30/03/2022 4:02 PM
Yippy68 My favorite counter since 2011, from Qcapital till today, profited a huge sum, both capital gain and dividend. in 2013 or later, we have 16 counter of Reits , i owned 14 of them. now, i cut down to 6 cunters, kipreit is the only retail
31/03/2022 4:35 AM
Yippy68 Most of my counters were sold in year 2018 when they hit their peak. look like now people are buying reits again, and goreng up, Alaqar up to 1.19 yesterday, Sentral 95 sen. very good sign, interesting development as people now realized FD is just too low and only benefiting the Banks.
31/03/2022 4:55 AM
huat2223 Hi all sifu-sifu, just started to learn on reits recently, anyone can advise do we still need to submit tax for the dividends received?
31/03/2022 11:57 AM
Pinky No need
31/03/2022 1:18 PM
Pinky @bkokyew distributable income =/= earning

Earning a.k.a. profit is after deducting non-cash expenses like depreciation, amortisation etc

Give u an example, I make it a simple scenario so easier to understand the principle that I'm trying to illustrate

ABC REIT every year rental income RM100M
Its salaries to staff and manager RM5M
Property maintenance expenses RM3M
Depreciation of fixed assets RM7M
Earnings = RM85M

However, it's perfectly fine for it to pay out RM90M as dividends
31/03/2022 5:15 PM
Pinky E.g. accounting policy said to depreciate building cost over 20 years

Building cost was RM140M

But actually the building can tahan for more than 20 years, at most kena spend a bit money to refurbish or renovate a bit

That is why depreciation is an accounting "cost" that can be added back to earnings to get DISTRIBUTABLE INCOME
31/03/2022 5:18 PM
Bao2lai Hi Pinky, I hear some rumored about QB2-HSBC Cyberjaya will migrate to Tun Razak Exchange (Trx). It might potentially effected company future profit. Any idea ?
04/04/2022 2:39 PM
Pinky From what I understand they are only moving out from the HSBC HQ along Jln Sultan Ismail-Jln Raja Chulan intersection...

The one at Cyberjaya is their data processing centre
04/04/2022 3:06 PM
Bao2lai "After lunch today, I went to QB2-HSBC CYBER JAYA for a walk. Sure enough, I asked the security guard that they had moved."
06/04/2022 7:19 PM
Bao2lai
The above is source from klse sceener , feedback by one of the investor holder. Im just curious apart from him why no any information announce.. if this situation was true , estimation 5 to10 percents company profit might effected.
06/04/2022 7:24 PM
Pinky https://klse.i3investor.com/web/staticfile/view/456306

See page 29 of the slide
06/04/2022 8:12 PM
Bao2lai Pinky, thanks for you sharing.

--- "HSBC’s tenancy renewal is due in year 2022. The Manager will keep the unitholders
updated on the renewal status during its quarterly results announcements." ---


From what the management said, I think they didn't reveal the truth because the company has a good reason to explain that the HSBC deadline is 2022. Assuming that HSBC does not plan to renew the contract, the relocation of HSBC staff will be carried out ahead of schedule, which is in line with what the investor said he observed in Cyberjaya today. I hope this assumption is wrong, or sooner or later the price of the stock to buy tomorrow will face a severe price. .
06/04/2022 9:13 PM
Pinky But then again, if I'm not wrong, the plot/location of thar building is quite nice, no? If HSBC data processing really were to move out, the REIT won't have too much problem to find new tenant, or maybe just sold it off like how they sold Quill IBM building? I think I'm not overly concerned la. Main driver of income still its KL Sentral area properties.
06/04/2022 9:17 PM
Pinky Huhu market reacting to Quill HSBC news?
07/04/2022 4:35 PM
Bao2lai Retail investors are usually used to only looking at stock prices, because not many people know the truth. I'm guessing that some people use the rising stock price to create a false impression to attract more people to invest and then sell at a high profit. This event may be just the tip of the iceberg, and it may be the same in other regions. I hope it doesn't happen but not everyone wants to share the truth. .
07/04/2022 7:15 PM
Pinky I exited at 96 sen, shift to KLCC. More upside potential from retail and hotel, while office segment no need to worry at all for years to come.
09/05/2022 3:22 PM
SHOB Pinky , the dividend for KLCC reit will it be higher.
11/05/2022 7:09 AM
Pinky Read the latest analyst reports - got KEY tenants moved out from Wisma Technip and Quill BMW buildings. Phew! Luckily I exited

KLCC yield lower but very low risk...what is the risk of Petronas, Maxis and ExxonMobil shifting out from their HQ?
13/05/2022 10:51 AM
NoBrainerLor I has been investing Sentral (was Quill) since 2012, dividend was 7% and cost around 1.02.Two years ago Add on a lot more during the dipped in 2020 and now my average only 55c after disposing some overbought at 90c. At my cost yields 12% and current price of 96c still yields 7.1%. I witness a lot of Tenants come and go. When someone leave, price stagnant or drop. I add more if the yields is attractive. When new tenants moves in, price will shoot up. Then is time unload some overbought position. After all, assets value at RM1.18 now fire sell at RM0.96 with potential dividend 7.1%. Mana cari assets like this. Who cares tenants leaving Wisma Technic and BMW
13/05/2022 3:07 PM
SHOB thanks for the value sharing Pinky & NoBrainerLor.
13/05/2022 3:42 PM

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