YTL HOSPITALITY REIT

KLSE (MYR): YTLREIT (5109)

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Last Price

0.96

Today's Change

+0.005 (0.52%)

Day's Change

0.945 - 0.96

Trading Volume

204,200


7 people like this.

1,180 comment(s). Last comment by WonderKid 2022-03-30 21:16

Posted by fortunefire > 2021-07-19 08:18 | Report Abuse

dropping slowly?

Posted by MelonCheng > 2021-07-21 10:28 | Report Abuse

Such a good counter! too bad i had missed the low price boat last week. waiting for it to drop then i will buy

Posted by JSKDVenture > 2021-07-21 18:03 | Report Abuse

I'm sure it will drop more as full recovery only expected in 2023 instead of 2022 according to their chairman ... need to hold for much longer than anticipated

Posted by Airline Bobby > 2021-07-21 22:42 | Report Abuse

Its okay. At this price still giving double the dividends compared to fd . No issue there. drop more buy more , + dividends :D

Posted by JSKDVenture > 2021-07-22 14:45 | Report Abuse

Finished the FY with a huge loss worst than last year probably might not hv any dividend this time around be prepared

Posted by JSKDVenture > 2021-07-26 14:58 | Report Abuse

Wow some fund is disposing huge sell Q looks like they know something we don’t

Posted by zillionkoh > 2021-08-06 10:11 | Report Abuse

The industry is getting worse. If the economy opens, are you dare to stay in the hotel? Fewer people travel for meeting as people used to have meetings through google meet and zoom. After covid, the hotel management team also need to spend a portion of the reserve to make up the rooms and also others. It definitely increases the costs.

Posted by fortunefire > 2021-08-10 20:53 | Report Abuse

drop soon? what will be the tp?

Posted by zillionkoh > 2021-08-11 12:23 | Report Abuse

All decision depends on your common sense and business nature itself, especially during this period. Are you going to have interstate travel as the delta variant hits our country? Definitely no for me. Even though diversifies into other countries, what is the real occupancy rate? Some countries are worse than us.

Posted by zillionkoh > 2021-08-11 12:25 | Report Abuse

No matter master lease or not, as long as the companies not able to pay off the payment to master lessor will also defer their payment. It will have lagged effect in receiving payment.

Posted by JSKDVenture > 2021-08-11 17:18 | Report Abuse

Maybank TP 0.85

Posted by zillionkoh > 2021-08-12 10:03 | Report Abuse

I agree with you JSKD Venture. It is the first time for me to dispose of the shares after holding them for more than 5 years.

Posted by JSKDVenture > 2021-08-12 12:20 | Report Abuse

price will drop after ex-div date tom

Posted by Airline Bobby > 2021-08-12 18:44 | Report Abuse

Well the master lease is YTL.... so YTL wont have a problem paying to YTLreit, plenty of cash to withstand the pandemic i see

Posted by zillionkoh > 2021-08-12 23:36 | Report Abuse

how long ytlreit company cant sustains paying off dividends without business?

Posted by whytwocare > 2021-08-13 01:03 |

Post removed.Why?

AlexT12

351 posts

Posted by AlexT12 > 2021-08-13 08:38 | Report Abuse

haha, "be careful with glove counters"

AlexT12

351 posts

Posted by AlexT12 > 2021-08-13 08:40 | Report Abuse

who sell today, i hv nothing to say, you dont know how dividend works

Posted by Airline Bobby > 2021-08-13 18:55 | Report Abuse

They sell their loss lol .

To know how long ytlreit company cant sustains paying off dividends without business? Well they did show profit in their recent report right ? They got YTL backing them ... Whats there to be scared unless you believe YTL is another Serba???
Do you also know now alot of hotels are closing down!!! YTLreit will be one of those standing strong later on and get them customers back once Covid normalises. Time will tell my friend ~

Pretty sure you never invested during Influenze/Bird flu times

Posted by zillionkoh > 2021-08-14 17:20 | Report Abuse

Good to have beliefs and don't over-confidence in what you hold. Have you done well on risk management?

Posted by Stock beginner > 2021-08-14 17:42 | Report Abuse

YTLREIT rent out the hotel to hotel management, so the income is respectively more resilient compare to others hospitality peer.
Meanwhile, YTLREIT only provide tenant to "deferment" rather than "discount" of their rental.
To my eyes, the profit is not reduced by deferred therefore if you playing the long game

Posted by zillionkoh > 2021-08-16 22:07 | Report Abuse

haiz... now have to see how politicians make a change in the current situation.

Posted by zillionkoh > 2021-08-20 10:48 | Report Abuse

covid cases hit all the way.....

Posted by i9investor > 2021-08-25 12:14 | Report Abuse

ya... please sell... human will be forever with covid19, cases will be high forever, hotels have no hope, will bankrupt soon.

FreshNoob

196 posts

Posted by FreshNoob > 2021-09-02 15:24 | Report Abuse

How come dividend not given yet o.o when issit ?

Posted by JSKDVenture > 2021-09-02 17:11 | Report Abuse

I received it yesterday-Maybank

FreshNoob

196 posts

Posted by FreshNoob > 2021-09-03 09:15 | Report Abuse

I haven't received

Posted by JSKDVenture > 2021-09-06 09:12 | Report Abuse

From the analyst briefing sounds like further acquisitions is around the corner ... potential share dilution due to private placement coming up which is going to impact the short term yield ... maybe the reason why a large fund has been queuing in the afternoon sessions to dispose over 5+mil stock ... beware of buying high guys

Windy1974

604 posts

Posted by Windy1974 > 2021-09-07 23:39 | Report Abuse

REIT is boring and it's for passive investors like me who long for dividend income. You can diversify your REIT portfolio into different REIT segments. (or countries) YTLREIT is my favourite REIT in Malaysia due to owner's integrity, travel segment (i believe in the long run travel segment will flourish. As per Jack Ma. Not so sure about shopping malls) and relative high dividend yield in 2023 onwards.
YTLREIT holders are gonna benefit from the extra income for delayed rental for the period of 2020 - 2023. We are gonna get a gross yield of 4% this year? How much are you getting for FD? i don't know since i don't have money in FD.
Potential share dilution indeed is possible. However, as per the management advise, it's gonna be income generating assets. Yield will only be affected when incoming acquisitions are getting less favourable yield than current assets. From YTLREIT track records, i doubt this will happen. Hence, worst case scenario, same yield.
As for the large fund queuing 5+mil stock, let's not read too much into it. Buy q and sell q could be a guideline but not definitive. Only top 26 shareholders can q so much and they are either YTL affiliates or unit trust. I would say you won't q 5mil on board for such illiquid counter to scare off buyers.
I managed to buy average less than 200k shares per day by queuing huge sell q. It was to scare sellers

Posted by iskandar100k > 2021-09-08 15:40 | Report Abuse

Good dividend and good share appreciation ^_^

Posted by UncleFollower > 2021-09-14 21:05 | Report Abuse

No brainer when it was below 80c

Posted by JSKDVenture > 2021-09-17 10:36 | Report Abuse

Below 80c was a steal now the price might still pull back as they are goin to be raising capital soon ... need to hold this stock for another 2-3 years to see the full return to pre covid levels ... International travel will not normalize until 2024

Posted by zillionkoh > 2021-10-02 15:11 | Report Abuse

the market is so soft. A high-end hotels will not be a choice among average people.

Posted by JSKDVenture > 2021-10-03 13:41 | Report Abuse

True zillionkoh it will not reach pre Covid profitability until the inflow of tourists is back to normal which is expected to take another 1-2 years

Posted by valueplayer > 2021-10-04 14:46 |

Post removed.Why?

AlexT12

351 posts

Posted by AlexT12 > 2021-10-15 07:02 | Report Abuse

hotel property will only gets better and nothing really can affect its performance if there is no pandemic, especially with Merck's new pill on progress now.

cn21

429 posts

Posted by cn21 > 2021-10-17 09:42 | Report Abuse

https://www.theedgemarkets.com/article/edge-weekly-city-country-cover-...

Hospitality sector heading for recovery

Posted by HexagonChamp > 2021-10-20 16:08 | Report Abuse

Hotel not yet bankrupt?

Posted by iskandar100k > 2021-10-22 21:59 | Report Abuse

Just hold for another 10 years while enjoying dividends an sell at double the price..

WonderKid

14 posts

Posted by WonderKid > 2021-11-22 22:03 | Report Abuse

watch out for QR
nee nooo neee noooo

Posted by valueplayer > 2021-12-10 15:25 |

Post removed.Why?

hs1109

3 posts

Posted by hs1109 > 2021-12-17 14:09 | Report Abuse

boss2 and gurus - YTL reit got chance kena privatized? good counter but scare to hold YTL leh

WonderKid

14 posts

Posted by WonderKid > 2022-02-21 08:51 | Report Abuse

Australia has reopened its international borders kekekeke

Seanyew

147 posts

Posted by Seanyew > 2022-02-21 11:37 | Report Abuse

RM1 soon

WonderKid

14 posts

Posted by WonderKid > 2022-03-30 21:16 | Report Abuse

dividend innnnn yayyy

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