vitamin cash - all about REITs
weekly 26jan2015, REITs vs FD vs bond yield
investfuture
Publish date: Mon, 26 Jan 2015, 08:45 AM
就有如uncle jim上一篇文章所说，这个礼拜average REITs gross yield为6.33% 除了季报不佳的atrium, 大部分产托纷纷回扬。其实如果你有关注malaysia 10years bond yield的话，你会发现malaysia 10years bond yield已经下滑至3.94% 换句话说，由于bond yield的下滑，REITs的回筹更具吸引力，所以说malaysia reits的上升趋势是solid且理应能够继续。
一般情况下，REITs yield与bonds yield的差距大约为2-2.5%，现在差距为2.39%也就是说，REITs处于合理水平。
2015年至今，已有数项有利于产托的利好消息，例如，预测国行将不升息，政府宣布展延调涨电费，这些都有利于产托。
至于个别REITs DY，请看表下：
| reit | share price | gross yield | nett yield |
|---|---|---|---|
| Arreit (5127) | 0.83 | 8.75% | 7.88% |
| twrreit (5111) | 1.3 | 8.23% | 7.41% |
| Ytlreit (5109) | 1.03 | 8.21% | 7.39% |
| Atrium (5130) | 1.22 | 7.21% | 6.49% |
| Amfirst (5120) | 0.945 | 7.21% | 6.49% |
| Hektar (5121) | 1.49 | 7.05% | 6.34% |
| Qcapital (5123) | 1.27 | 6.60% | 5.94% |
| Uoareit (5110) | 1.63 | 6.55% | 5.89% |
| Ahp(4952) | 1.15 | 6.43% | 5.79% |
| Alaqar (5116) | 1.48 | 5.68% | 5.11% |
| Cmmt (5180) | 1.56 | 5.67% | 5.11% |
| Sunreit (5176) | 1.53 | 5.46% | 4.92% |
| Igbreit (5227) | 1.31 | 5.37% | 4.84% |
| Axreit (5106) | 3.54 | 5.23% | 4.70% |
| Pavreit (5212) | 1.56 | 4.72% | 4.25% |
| Klcc (5235ss) | 6.8 | 2.84% | 2.56% |
| average | 6.33% | 5.69% |
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