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Overview
Financial Highlight
HeadlinesBusiness Background MRCB-Quill REIT is a real estate investment trust. The company is engaged in the acquisition of an investment in commercial properties including office, retail assets, car park and other commercial building. Its properties are in Cyberjaya, Shah Alam, Petaling Jaya, Kuala Lumpur and Penang. MRCB-Quill tenant mix includes oil and gas, retail, government-linked office, logistics, banking, insurance, information technology/electronics, automotive, property/construction, education, services, manufacturing and fast-moving consumer goods.
  AllanTingAS . A decifit on revaluation amounted to RM36,730,682 was charged to the statement of comprehensive income and is unrealised in nature. Ini macam pun boleh kah??? 17/01/2020 10:17 PM chiahs quarter to quarter dropped, non performing properties no sign of letting go... 18/01/2020 5:28 PM AllanTingAS Wishing everyone CNY! If drop to <0.95 then can slowly collect. But not after ex div. If will reach aroung 0.90 after ex. 26/01/2020 10:10 AM Lyo82 The 3 latest quarterly realised net income has been stabilizing, and OPR is unexpectedly down rated on year beginning. Can expect reduced fiance cost. Rental rate is also improved to over 90% Around 0.95 is a bargain, worth collecting. 29/01/2020 12:27 PM kinuxian I guess someone cash out from market in rush. Similar trading pattern on Alaqar. Pretty high volume (relative for a day) in 1 shot. 05/02/2020 4:51 PM Lyo82 Those looking for dividend income: Amfirst, Arreit, MQreit. Those looking for growth: Sunreit, Axreit, IGBReit,ytlreit. 14/02/2020 5:55 PM freedomfund Heard from internal sources that some key tenants will default due to current market crisis. May fall below 50sen 21/03/2020 10:35 PM kllee I think can but take time , depend on how powerfull the management skill & tenant occupancy . 23/05/2020 9:38 PM  reitpulse MQREIT performance is declining over the years and things might only get worse in FY20. If you look at the tenancy renewal in FY19 itself, 8% of the lease due for renewal for that year wasn't renewed. Looking forward to FY20 and FY21, approximately 37% of the lease will be due to expire. With the MCO and impact from COVID-19, this would be an additional strain to the REIT manager. http://reitpulse.com/mqreit-2019-performance/ 01/06/2020 7:19 AM Lyo82 MQREIT net realized income is recovering.. or can wait until Q2 to see the actual effect of MCO. Now is a good opportunity to collect some. 19/06/2020 12:51 PM UncleFollower Vested and waiting...hoping for another crash back to Covid low. Beautiful properties underappreciated 11/08/2020 8:39 PM hng33 MQREITS record impressive result, declare income distribution 3.43sen, annualized 6.86sen give dividend yield 9.7%, the highest yeild return among all stock listed in Bursa. 14/08/2020 3:16 PM hng33 Noted :D) long time didn’t check FD rate, now alrdy so low at 1.6% only. MQREITS yield almost 10% is too attractive in time of low interest return. 14/08/2020 6:45 PM investfuture MQREIT (5123.KLSE) released its 2Q2020 quarterly report, and the stock price immediately rose 4.5cent, or 6.3% On the surface of QR 2Q2020, the distributable income increased by 9.9% Is it possible to achieve 9.9% growth during the MCO period? Of course not, more detail, please login to 中文： https://vitamincash.com.my/zh_CN/2020/08/14/mqreit-2q2020-quater-report-analysis/ 英文： https://vitamincash.com.my/en_US/2020/08/14/mqreit-2q2020-quater-report-analysis/ 14/08/2020 11:24 PM kinuxian Office glut is concern as usual. However, if simple take assumption where 50% renewal for remaining lease on Y20, based on the article, it shall (3.56 + 2.94) / 2 = 3.25 for 2H20. Or annualized as 6.5 cents yearly dividend. Still a safe bet below 90cents if purely look at dividend yields per say. Afterall, the possibility to recover back RM1 and above, leasing of QUILL 5 (ex-IBM) and platinum sentral in coming years are the key concern. As well as willingness of EPF pushing it for windows dressing. 17/08/2020 9:23 AM kymtrade surprisingly good result even thought is an office based REIT. good REIT to hold for div yield. 17/08/2020 10:05 AM kinuxian Yup, once market normalized, buy interest shall back to REIT sectors due to low interest rate as well as exceed liquidity thanks to QE. 10-year MGS ~ 2.59%, div yield gap more than 5% if we take 6.5cents return with TP 80cents. If our PM8 tell the truth, perhaps they had chances grab bigger pies from existing customer like Google & Microsoft. https://www.malaymail.com/news/money/2020/08/15/muhyiddin-microsoft-amazon-and-google-keen-to-develop-malaysia-into-regiona/1894219 17/08/2020 10:46 AM UncleFollower If you read carefully, you see what happened was MCO operations cost came down for offices but MQ did not do rent rebate for office tenants. That is why net profit grew lol 19/08/2020 3:03 PM gearupguy889 hiden gem!!! with current price is roughly 9% dividend yield.... what more could you ask for? 04/09/2020 9:47 AM newbieinvestor888 is a great stock to collect and keep, for those wanted to have dividend annually. 09/09/2020 11:04 AM charliecharlie office rental, hmmm....is this the furture trend or the past trend? better thread with care... btw, i'm own a few ikan-bilis units here... but the future of ofices concerns me... 14/09/2020 10:58 AM kinuxian Perhaps ppl realized this is safer bet compared to retail mall reit for time being. A good option for FD replacement anywhere. 07/10/2020 4:26 PM gordonramsay MQREIT is a lot more resilient than other retail REITs. Once contract is signed, it's for a few years and most of them are huge companies. Only concern is Platinum Sentral. Current price is a steal for stable dividend for the next 2 years. Close to being as good as my beef wellington. 07/10/2020 10:16 PM kinuxian Quill 5 building in cyberjaya is concern too. If it managed get rented, it shall back to 90 cent to RM1 above easily. https://www.theedgemarkets.com/article/cyberjayas-new-master-plan-position-city-preferred-tech-investment-hub 07/10/2020 10:30 PM  |
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