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weekly update 4/5/2015,Malaysia REITs vs Hong kong REITs

investfuture
Publish date: Mon, 04 May 2015, 07:45 AM
all about malaysia, singapore reits

view this original site: http://malaysiareit.com/2015/05/weekly-update-452015%EF%BC%8Cmalaysia-reits-vs-hong-kong-reits.html

大马国债与上回没多大的变化,徘徊于3.85%-3.9%,截稿时为3.849%,而malaysiareit dividend yield则比上回再减少了0.02%,为6.02%,大马国债与REITs dy yield的差距为2.17%,正常范围。

有兴趣了解为何REITs yield与bond yield有关联的朋友可以click这里读旧帖。

至于香港REITs dy yield与大马REITs dy的差别仅仅为0.25%,若单单以DY为唯一标准,香港的REITs比大马更有吸引力。大马与香港头5名REITs为(以nett yield计算):

  1. NEW CENT REIT (01275,HKREITs)
  2. regal reit(01881,HKREITs)
  3. huixian reit(87001,HKREITs)
  4. arreit(5127,MYREITs)
  5. yuexiuREIT(00405,HKREITs)

大马产托3甲不入,至于个别REITs DY,请看图下:

malaysia weekly update            
reit dividend latest dividend yearly payout share price gross yield nett yield
Arreit (5127) 0.072 0.018 4 0.925 7.78% 7.01%
Hektar (5121) 0.108 0.027 4 1.51 7.15% 6.44%
Ytlreit (5109) 0.0748 0.0187 4 1.05 7.12% 6.41%
Uoareit (5110) 0.1146 0.0573 2 1.61 7.12% 6.41%
Ahp(4952) 0.074 0.037 2 1.13 6.55% 5.89%
Amfirst (5120) 0.0618 0.0309 2 0.945 6.54% 5.89%
Qcapital (5123) 0.0752 0.0188 4 1.2 6.27% 5.64%
Cmmt (5180) 0.0906 0.0453 2 1.49 6.08% 5.47%
Atrium (5130) 0.072 0.018 4 1.2 6.00% 5.40%
Igbreit (5227) 0.078 0.039 2 1.37 5.69% 5.12%
Alaqar (5116) 0.0758 0.0379 2 1.42 5.34% 4.80%
Pavreit (5212) 0.0824 0.0412 2 1.56 5.28% 4.75%
twrreit (5111) 0.064 0.032 2 1.28 5.00% 4.50%
Sunreit (5176) 0.0852 0.0213 4 1.71 4.98% 4.48%
Klcc (5235ss) 0.35 0.0875 4 7.06 4.96% 4.46%
Axreit (5106) 0.164 0.041 4 3.62 4.53% 4.08%
average 6.02% 5.42%
hongkong weekly update            
reit dividend hkd latest dividend hkd yearly payout share price hkd gross yield nett yield
NEW CENT REIT (01275) 0.2908 0.1454 2 3.2 9.09% 9.09%
REGAL REIT (01881) 0.176 0.088 2 2.31 7.62% 7.62%
HUI XIAN REIT (87001) 0.2592 0.1296 2 3.46 7.49% 7.49%
YUEXIU REIT (00405) 0.3042 0.1521 2 4.38 6.95% 6.95%
SPRING REIT (01426) 0.25 0.125 2 3.64 6.87% 6.87%
PROSPERITY REIT (00808) 0.163 0.0815 2 2.9 5.62% 5.62%
SUNLIGHT REIT (00435) 0.21 0.105 2 3.89 5.40% 5.40%
FORTUNE REIT (00778) 0.416 0.208 2 8 5.20% 5.20%
CHAMPION REIT (02778) 0.1992 0.0996 2 4.2 4.74% 4.74%
LINK REIT (00823) 1.7912 0.8956 2 47.9 3.74% 3.74%
average 6.27% 6.27%
huixin REITs traded in RMB    

至于singapore REITs dividend yield,uncle之前承若加入,奈何仍在整理当中,况且当中有些数据uncle jim不尽明白,实不敢贸然刊登,再给uncle多一些时间准备,抱歉了。

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