Kind of you, Tenangzin. Just like your acronym, TENANG.

Like the forum members' fraternal care for each other to make money bersama2.

Not yet. Scheduled for Nov.

Speakup, Yes, in a way. My core REITs are UOAREIT, IGBREIT, YTLREIT & SUNREIT. Being earning-oriented, dispose off YTLREIT & SUNREIT @ high unit price, remobilise leverage of sales proceeds to acquire QCAPITA & PAVREIT for their high 2Q income distribution.

Thanks for update, smalltimer. Good catalyst.

REITs my favourite, X.Mi. Recently collected income distributions from UOAREIT, IGBREIT, QCAPITA, PAVREIT, YTLREIT & SUNREIT. Next quarter CMMT my latest addition.

Nice to see you here, XMi.

GenghisHoe, from
http://www.ntpm.com.my/ntpmnews.html

U.R.W., X Mi.

Xiao Mi, collect your coming dividends first. Look from another angle. Lower price is also the starting point for further growth to higher price! As long as the company applies prudent management with foresight and sharp insight, these temporary setbacks can be addressed.

I can see NTPM's potential in overseas markets like Australia. With strong product branding and accreditation, good revenue can be expected from there. As the Aussie dollar is strong, earnings through currency conversion can bring substantial profits to NTPM.

It looks like it's a good outing today for everyone. Big congrats folks. Hope for even better things tomorrow and the day after ... From the mood of the forum, seems many have been waiting for the big moment today.

E-dividend is wonderful, dividends going right into your bank acc.

If scheduled buyback @ low price, we can also schedule our additional buy to take advantage of cheap price. Ha, ha.
BTW, xiao mi, during buy back company buys back its own shares through open market at predetermined price on specified or non-specified day, reasons among them to protect co interest e.g. stock price going down drastically

Now can go for teh tarik & roti canai.

Any mention when sharebuy back?

Wah, we bisik2, bising2, rajuk2 in forum here counter price sudah respond positively!

Thanks fortunebullz. What concerns me profit margin. How to 'neutralise' or 'kautim' margin selling? If not, forum members kena dikautim, tonight many unpleasant dreams.

Pakai toilet paper 3-ply tak senang koyak (l.o.l)
Tolong tanya kat Mr Lee apa pasal toilet paper NTPM banyak ikut ISO standard, tapi dia punya syer tak dak ISO!

Johnny Cash, thumbs up to you for the lovely,technical data to keep us in a clear numerical perspective with beaming confidence.

@Han Olo, speakup

REITs are still a dependable, stable, regular source of income transcending challenges of volatility.

Read this article from The New Straits Times, "Riding on real estate investment trusts"
BY SHAREN - 29 AUGUST 2014 @ 1:49 AM

http://www.nst.com.my/node/27820

REAL Estate Investment Trust (REIT) is the best ally when it comes to a balance of risk-return for long-term value investing.

The fact is, predictability is what REIT stocks offer.

While the dividend per share (DPS) of many dividend-paying companies (including blue chips) were affected post-2008 recession, the DPS of many Malaysian REITs (M-REITS) remained unscathed, which speaks volumes about the competency of the managers and defensiveness of REIT assets.

The operations of a REIT are governed by a trust deed, which specifies how the manager manages and administers the REIT in line with its objectives.

REIT is also regulated by the Securities Commission in terms of how much it could borrow to invest in real estate. This basically prevents a situation where a REIT becomes overgeared and unable to repay its debt obligations.

The best thing about REIT is its dividend-yielding nature, where it distributes up to 90 per cent of its taxable income to investors.

REIT investment has also brought a good amount of profits for its investors, averaging between six and eight per cent.

Affin Investment Bank maintains its neutral stance on the M-REIT sector.

Based on its research note in April, it said the M-REITs cycle is peaking, while the outlook for upward rental reversion appears to be moderating.

“We believe that the M-REITs sector remains a landlord’s market until 2017. Our ‘neutral’ rating is underpinned by our view that the M-REITs’ yield spread against the 10-year MGS may plateau. The stable economic growth may underpin the M-REITs’ stability amid rising inflation,” it said.

In Malaysia, there are currently 14 REIT counters and the policy of growth rests with the board of each REIT manager of the respective REITS.

With today’s economic climate, the larger M-REITs, such as those above RM1 billion in market capitalisation, are performing better than the smaller ones and command premiums to their net asset values (NAVs).

“It points to the ability of the respective REIT managers to grow the size and returns of the various trusts.

Availability of suitable assets that are yield-accretive can be very challenging, especially for the office and mall sectors, where prices are currently sky high and yields are very low.

“The acquisition policy of all the REITs now is either from third parties or from their respective promoters.

What can be done would be to allow M-REITs to develop up to 10 per cent of their asset size like in Singapore and Hong Kong, where the regulators have recognised the difficulties of REIT to grow in the traditional manner,” Axis REIT Managers Bhd (ARMB) chief executive officer Datuk Stewart LaBrooy told Property Times.

On whether there are enough assets available for M-REITs to grow, LaBrooy said there is no shortage of products coming into the market.

“There is a large number of malls and offices being built both in the Klang Valley and Johor that could, over time, become acquisition targets for M-REITs with those asset classes in mind. The glut may drive down prices and offer REITs an opportunity to acquire assets at more attractive prices. The respective managers have to be able to read the cycle and act accordingly,” he said.

“In performance terms, we have tracked the Kuala Lumpur stock exchange fairly closely and in past years outperformed the exchange.

Other M-REITs have displayed similar characteristics,” LaBrooy said.

ARMB is the manager for Axis Real Estate Investment Trust Managers Bhd (Axis REIT), which has a market cap of RM1.53 billion. The trust has 30 properties worth about RM1.52 billion.

Axis REIT is proposing to acquire three new properties for RM280.5 million.

Labrooy said the total asset value of the fund will be RM1.87 billion after the acquisition of the new properties, of which sale and purchase agreements (SAP) have been executed on August 4.

The properties are located in prime areas in Shah Alam.

Axis REIT is also in the midst of acquiring two industrial facilities in Penang, and Johor for RM191.5 million where the vendors have accepted its Letters of Offer.

With the signing of the SAP for the two industrial properties, the fund will cross the RM2 billion mark in total assets, LaBrooy said.

He added that the acquisition of all the five properties is expected to be completed by the end of this year, and they are expected to generate a net income (before financing cost) of seven per cent each.

Very true, speakup. You see, these three REITs are firmly anchored by their taiko companies, Sunway, IGB and UOA Dev. Furthermore, they have an efficient management team.

Tomatoman79, thanks for positive info.

Skip the recent so-called small caps frenzy. It seems there's an orchestrated euphoria to get investors into them. But, before you know it, volatility steps in, those small caps suddenly got into price hibernation leaving investors stuck, dazed, flabbergasted and helpless.

Enough is enough, after the tantrums, frustration being poured out. All being said, let's stop sulking and fretting. If NTPM investors want better times ahead, must get hold of ourselves.

No investors would want to come invest in NTPM if they see present investors 'merajuk', pessimistic, bad sentiments, etc.

Let's rally afresh with positive data , news, etc which will help boost confidence and elevate NTPM stock price.

Sunreit is a good stock. It's sort of a safe haven for the parent SUNWAY GROUP to park their property assets.

HSolo, my investing philosophy is simple and realistic. To get maximum possible returns. So, I practise a dynamic mobilisation and allocation of my capital assets according to market trends at best possible timings to secure high earnings.

Han Solo, if u have considerable units, sell some keep some. Sell some to gain some profit to pamper yourself for keeping & waiting so long. Besides, you can use the sale proceeds as leverage.

As for me, I sold off my YTLREITs when price @ 0.965 earning handsome profit while releasing RM35K capital to allow me to buy other REITs offering good dividends. A matter of right timing.

Just a suggestion.

Kita tinggalkan toilet paper dulu. Part-time jual old newspaper dulu. Pergi cuti dulu.

Seahu saya, ada banyak penny stock company pun dah maju lebih baik drp cip biru, pasal pengurusan baik. Soal pengurusan cekap dan prihatin kpd faktor2 yg mudaratkan prestasi co. Tiada prejudis terhadap penny stok.
Lagipun, kenaikan OPR (kadar pinjaman naik), banyak REIT terlibat tapi pengurusan efisien pastikan pulangan baik juga.

After dividend announcement, YTL share price moved from 1.56 to 1.64. YTL Power up to 1.52. NTPM share price doesn't move much.

Kaikai yuan, wolf or no wolf, an efficient company management should have good contingency measures to buffer against higher electricity tariffs and what not.

Big joke, company with about 50% market share, expansion overseas, new products, etc can't override those profit-eating factors? You tell me, NTPM first year doing business?

Take a good look at YTL Power or YTL. Having business locally & overseas (volatile foreign currency fluctuations) they weather over these fluctuations to give handsome earnings, 10sen & 9.5 sen respectively.

This is what is meant by efficient management.

Boonchai, what AGM? News has it legitimate shareholders not sent AGM Notice nor Annual Report?
Management is lousy. Gave excuses higher production costs, etc. Shouldn't the Board Management be sensitive to market trends, higher fuel costs, etc and have pre-emptive measures to offset negatives?
Big joke, increased business but decreased profit!

Take care to sustain the rigours of your daily routine and of course in the i3investor forums.

Still the old original self, exposing every undervalued stock from time to time.

Hi,good morning, Calvin. Long time no hear.

Qwerty,you are a pragmatist. Like your "believe in myself" and utilising whatever resources or tools available to make investment decisions.

Typically economics, unlimited wants but limited means.
Thanks for sharing "rumours" from people in the street, pasar pagi, pasar malam, kopitiam, cafeteria etc. hihihi

Bull or SC probably got myopic vision. Bull's favourite is giving UMA card when investors enjoying good run.

Alicia_Ng, still can't see the OBVIOUS?

Salute Random Trading for your razor-sharp incisive analysis. You put the so-called institutionalised watchdogs of minority investors to the hall of great shame.

Like Twitter style, I also follow AT, follow profit. Sama-sama follow.

azam, according to UOB Kay Hian Research, 2Q uptrend still got, but investors go for uptrend small-cap companies.

Even HLG Research analyst taiko says his clients also like active uptrend stocks.

So for EAH, masih boleh, tapi jaga-jaga, jangan terlalu greedy sampai terbakar.

Better ask Ayam Tua. Pasal EAH, he is subject matter EXPERT! Don't underestimate his signature "kikikiki' ada banyak makna tersirat.

People don't understand. Ayam Tua, when kokok, sure riuh satu kampung punya. Ini tradisi.

AT, long time no hear. Must b very OK lately.

People say you berkokok here and there, everywhere!

I no tukang tilik.

Reading reports, data, etc strategizing for tomorrow. I also like NTPM. Each time to Penang I can see the company. Consummable stable stock. Got local and foreign market.

Elephant, thanks for your invitation. Still hanging around.

FYI, I also sama huat ar

Tahniah, Ayam Tua. You are vindicated at last! Hahahaha

Remember "jual reban ayam satu kampung, AT tak lari punya!"

Davidkkw79, you mean Country Heights Holdings Berhad?