vitamin cash - all about REITs

weely update 15/6/2016,malaysia 10year bond yield继续上升

investfuture
Publish date: Mon, 15 Jun 2015, 08:19 AM
all about malaysia, singapore reits

vew in original site: http://malaysiareit.com/2015/06/weely-update-1562016%EF%BC%8Cmalaysia-10year-bond-yield%E7%BB%A7%E7%BB%AD%E4%B8%8A%E5%8D%87.html

weekly update 8/6/2015,先看看malaysia 10years bond yield,根据目前(14/6/2015, 11pm)的记录,malaysia 10 year bond yield为4.13%,这比上礼拜的4.08%上升了不少。必须注意的是REITs dividend yield与bond yield的差别应该是2-2.5%,可是以目前的数据来看,malaysia REITs gross dy为6%,可是bond yield则为4.13%,两者差距少于2%,REITs的股价很可能回调。事实上,某些REITs的股价已经开始回调,不然这礼拜的dy就不会比上礼拜高。

而REITs与bond可是息息相关的,click here to read old post,大家注意了。

而malaysia reits个别dividend yield如下:

malaysia weekly update            
reit dividend latest dividend yearly payout share price gross yield nett yield
Ytlreit (5109) 0.074464 0.018616 4 1.03 7.23% 6.51%
Uoareit (5110) 0.1146 0.0573 2 1.59 7.21% 6.49%
Hektar (5121) 0.108 0.027 4 1.5 7.20% 6.48%
Ahp(4952) 0.074 0.037 2 1.06 6.98% 6.28%
Mqreit (5123) 0.0752 0.0188 4 1.16 6.48% 5.83%
Cmmt (5180) 0.0906 0.0453 2 1.42 6.38% 5.74%
Arreit (5127) 0.055984 0.013996 4 0.89 6.29% 5.66%
Atrium (5130) 0.072 0.018 4 1.18 6.10% 5.49%
Igbreit (5227) 0.078 0.039 2 1.33 5.86% 5.28%
Alaqar (5116) 0.0758 0.0379 2 1.33 5.70% 5.13%
Amfirst (5120) 0.0488 0.0244 2 0.885 5.51% 4.96%
Pavreit (5212) 0.0824 0.0412 2 1.52 5.42% 4.88%
Sunreit (5176) 0.0852 0.0213 4 1.66 5.13% 4.62%
twrreit (5111) 0.064 0.032 2 1.26 5.08% 4.57%
Klcc (5235ss) 0.3336 0.0834 4 6.99 4.77% 4.30%
Axreit (5106) 0.164 0.041 4 3.51 4.67% 4.21%
average 6.00% 5.40%

而hong kong REITs的dy如下:

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 3.13 9.29% 9.29%
REGAL REIT (01881) 0.176 0.088 2 2.26 7.79% 7.79%
HUI XIAN REIT (87001) 0.2592 0.1296 2 3.47 7.47% 7.47%
SPRING REIT (01426) 0.25 0.125 2 3.45 7.25% 7.25%
YUEXIU REIT (00405) 0.3042 0.1521 2 4.28 7.11% 7.11%
PROSPERITY REIT (00808) 0.163 0.0815 2 2.77 5.88% 5.88%
SUNLIGHT REIT (00435) 0.21 0.105 2 3.95 5.32% 5.32%
FORTUNE REIT (00778) 0.416 0.208 2 7.84 5.31% 5.31%
CHAMPION REIT (02778) 0.1992 0.0996 2 4.46 4.47% 4.47%
LINK REIT (00823) 1.7912 0.8956 2 46.25 3.87% 3.87%
average 6.37% 6.37%
*hui xian reit is in RMB            

REITs是对yield敏感的投资工具,Bond yield的上升必定对REITs造成影响,其实我们大马的bond yield上升的相当急,而马币也持续贬值中,相信有人在偷跑,或许接下来大马有什么坏消息吧,例如:被某机构下调评级。

谢谢你的浏览,请在网页的右上角给我们一个like或到malaysiareit tracker注册你的资料,让我们update你最新的REITs消息吧。如果你觉得malaysiareit.com不错,请通过社交媒体把我们介绍给你的朋友吧!

Discussions
Be the first to like this. Showing 1 of 1 comments

Hiu Chee Keong

how to buy Malaysia bonds ? thanks

2015-06-15 08:29

Post a Comment