Posted by fachoi > 2020-12-18 09:07 | Report Abuse

i buy 2.09, too sad for me, but will average if below 2 haha

Posted by Pinky > 2020-12-18 10:18 | Report Abuse

I will only buy more at around 1.90+/-. Current price yield not attractive enough

Posted by poorman123 > 2020-12-18 22:23 | Report Abuse

Bought at 2.01, best reit stock ever, hold long term with everything

Posted by MDRIZWAN > 2020-12-23 10:08 | Report Abuse

why it not uptrend ?

Posted by MDRIZWAN > 2020-12-23 11:29 | Report Abuse

why it dont want go uptrend i waiting since okt'20

Posted by William Ng > 2020-12-23 11:52 | Report Abuse

DY not attractive

Posted by fortunefire > 2021-01-05 17:30 | Report Abuse

This stock is too stable, yield not that attractive compared to others.

Posted by fachoi > 2021-01-07 08:41 | Report Abuse

but they will acquire more assets in every year, at least 3 buildings in a year, compare to other reits, this reit can consider growth stocks instead of dividend stocks, at the same time, their dividends also will increase because of increasing revenue

Posted by fachoi > 2021-01-07 11:17 | Report Abuse

dont forget, their borrowing costs also will reducing or remain low, so consider is defensive stocks, just buy and prepare to average if drop, nothing to lose in long term

Posted by MDRIZWAN > 2021-01-13 09:39 | Report Abuse

hmm actuall this month they need to announced quarter 4 '20 report right so i weight for divivdend atleast can cover some cost

Posted by MDRIZWAN > 2021-01-13 15:42 | Report Abuse

i guess 2.35 the dividend should be.

Posted by i3kyan > 2021-01-18 13:08 | Report Abuse

everything dropped today, axreit dropped below 2.00.. :(

Posted by invest4tomoro > 2021-01-18 13:36 | Report Abuse

Hopefully can bound back to 2.10 , axreit is the best stock among the reits. QR should be out by this week. TP 2.49

Posted by poorman123 > 2021-01-18 18:15 | Report Abuse

December QR will be release on Wednesday, hopefully a wonderful QR

Posted by Peace99 > 2021-01-19 11:42 | Report Abuse

Should be good QR, think it's one of the best in REIT.

Posted by fortunefire > 2021-01-19 11:59 | Report Abuse

this overrated reit is finally dropping below RM2

Posted by Peace99 > 2021-01-19 12:24 | Report Abuse

I just now top up more ... Hope make sense:)

Posted by ollienyou > 2021-01-19 12:38 | Report Abuse

Newbie here bought at 1.99 yesterday, hope to accumulate more slowly

Posted by fortunefire > 2021-01-19 13:52 | Report Abuse

i will buy once it drops below 1.90

Posted by Dragon88 > 2021-01-19 14:26 | Report Abuse

the dividend yield from this counter is way better than bank FD. Perhaps can borrow money from bank and invest in this counter

Posted by goodjoe > 2021-01-19 19:54 | Report Abuse

It's a good reit.

Posted by fortunefire > 2021-01-20 17:14 | Report Abuse

Breaking 1.90 soon. Let's get ready.

Posted by fachoi > 2021-01-20 19:07 | Report Abuse

tmr i all in already, this result

Posted by HootNineEe > 2021-01-20 19:08 | Report Abuse

ready to accummulate its getting very cheap

Posted by fachoi > 2021-01-20 19:38 | Report Abuse

some experts can explain what axreit announcement are talking about? like need to issue extra shares at 1.88.....and dividend also like cannot get full in hand lol

Posted by newbie2y > 2021-01-20 19:55 | Report Abuse

another steady qr!
@fachoi, we have several options, (a) if u wish to receive all 2.25sen in cash, u may, (b), alternatively, management is offering to use 1.1sen to reinvest @RM1.88 after, balance 1.15sen to be paid in cash, or (c) use 0.55sen only to reinvest, balance to be paid in cash. cheers!

Posted by fachoi > 2021-01-20 20:00 | Report Abuse

thank you newbie!! they still have slide presentation in the announcement...management are serious on their business...but price drop like shit haha

Posted by WhereToInvest > 2021-01-20 20:41 | Report Abuse

Steady dividend payout.

Posted by Peace99 > 2021-01-21 00:36 | Report Abuse

Ya, agrees, and Newbie, thank you for nice summary! Will go for b) to enjoy the discount.

Posted by invest4tomoro > 2021-01-21 08:55 | Report Abuse

2.25 x 4 = 9 sen per year. At price rm1.93, the dividend is 4.7% yearly. It is alot better than the bank FD rate.

Posted by goodjoe > 2021-01-21 09:36 | Report Abuse

Amazing REIT. Well done AX REIT, most reliable in Malaysia.

Posted by MDRIZWAN > 2021-01-21 09:42 | Report Abuse

but the share price very difficult to climb.

Posted by MDRIZWAN > 2021-01-21 09:59 | Report Abuse

@newbie, how they going to advise or giving option for alternative (dividend with reinvestment plan)

Posted by newbie2y > 2021-01-21 10:15 | Report Abuse

@mdrizwan, their share registrar - Boardroom will send us the relevant forms to fill up and post back to them, if we choose to reinvest, if we choose to receive all in cash, we can then ignore it :)

Posted by qwertyuiop1234 > 2021-01-21 11:43 | Report Abuse

@Peace99 Although the share price for reinvestment plan is cheaper, but it is difficult to sell in odd lot and it may cost you more. It is recommended to take cash

Posted by MDRIZWAN > 2021-01-21 11:44 | Report Abuse

@newbie tq. is there any chance to share price climb.

Posted by newbie2y > 2021-01-21 14:17 | Report Abuse

@mdrizwan, bcoz personally i dont do short term for reits, i cannot predict where it will go haha, but personally i will not sell below 2.0..in fact i just added some this morning..

Posted by shazza > 2021-01-21 14:45 | Report Abuse

Good comments here. Axisreit imho is one of the better mreits to hold and can hold for long term as an industrial reit. I am surprised recent QR affected quite badly making price reduced by much. Still don't fully understand as it should be a defensive sector - warehousing. As per calculation above, still fair return vs FD. And other reits, the ones i know also have lower returns. Likely will re-invest. Newbie, or anyone knows, the form, it will state how many we are qualified to buy based on the quantity we are holding but can we state how many we want to re-invest so it is not an odd lot?

Posted by zkhaizzz36 > 2021-01-21 14:47 | Report Abuse

thanks @newbie2y.. you're very helpful.. I was looking for info on the DRIP... didn't expect to find it here.. can upgrade your name to wisebie

Posted by MDRIZWAN > 2021-01-21 14:56 | Report Abuse

the RHB & MAYBANK target price is RM2.30 .

Posted by shazza > 2021-01-21 15:24 | Report Abuse

Anyone has good website or source of reits info to share here? Can be updates or improving our skill etc. Anyone invest in reits overseas?

Posted by newbie2y > 2021-01-21 17:22 | Report Abuse

@shazza, yes, in the form it will state how many units we are qualified to reinvest in, from there we will know whether we will get odd/normal lots. Cheers :)

Posted by newbie2y > 2021-01-21 17:39 | Report Abuse

oh, alternatively we can also calculate how many units we are entitled to reinvest based on the options (1.1sen or 0.55sen), eg. if we have 5000units now, assuming we choose 1.1sen option, units entitled = (5000x0.011)/RM1.88 = 29.25units, if we choose 0.55sen, (5000x0.0055)/RM1.88=14.62 units.
Actually if we are into long term, odd lots don't matter much becos next quarter we will get more dividends as we have more units on hand (reinvest at 0 brokerage); but if we are in short term, ya, better choose cash.

Posted by Peace99 > 2021-01-21 23:38 | Report Abuse

@qwertyuiop1234 Thanks for the alert! Oh, yes, I will end up with odd lots! As illustrated by Newbie (thank you!), choice b) needs 17100 units to get 1lot. As the share price up, the discount is even more attractive though, so will just bear with odd lot now and wait for next round of dividend!

Posted by Peace99 > 2021-01-22 11:02 | Report Abuse

Good day! Broker just told me possible to sell odd lots at odd lots market, but at lower price.... so I guess won't it unless no choice, haha

Posted by fachoi > 2021-01-22 11:24 | Report Abuse

just buy more axreit keep as your retirement funds.........just keep working and keep collecting more shares in axreit hehe

Posted by cronch > 2021-01-22 11:24 | Report Abuse

Hi guys,
Newcomer question here on the dividend announcement: "of which 0.83 sen per unit is taxable and 1.42 sen per unit is non-taxable in the hands of the unitholders". Some of the resources i read before was claiming dividends in Malaysia are tax free. Does that not apply here for this announcement or is this a special case? If i take the full 2.25s without DRIP, does it need be filed during tax season next year?

Still learning the ropes and your input is highly appreciated. Thank you!

Posted by newbie2y > 2021-01-22 12:39 | Report Abuse

@peace99, yes, we can actually sell/buy odd lots from our platforms, u can right click the name and choose ''odd lot info'', or for some platforms u click on ''normal odd lot'', then select the stock name and see. Currently normal lot best buy is 1.99, but oddlot best buy is 1.86.

@cronch, yep, need to take note on that 0.83sen taxable amount, for us, we will only get 0.83x0.90=0.747sen, because there is a 10% tax. On the reinvestment portion (0.011sen) however, there is no tax there. we can check the announcement there-
https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3122804

Posted by zen_2k > 2021-01-26 17:39 | Report Abuse

why the sudden sell down, althou its not a big worry, but makes me wonder who cabut lol

Posted by newbie2y > 2021-01-26 19:59 | Report Abuse

zen, from observation, suspect its due to shift of portfolios, institutions reducing reits exposures as they are less exciting growth than techs/recovery plays. A 1500-2000lots of buy queue will not be able to absorb the sells by institutions, not to mention buyers are not in hurry to buy into reits at the moment..so price was not able to rebound back quickly..just my opinion.