Posted by riverlakesea > 2023-10-16 16:47 | Report Abuse

Hektar REIT announced its first acquisition of an educational asset, KYSM, for RM150 million. The acquisition of the private boarding school will increase Hektar REIT’s assets under management by 12.4% to RM1.36 billion from RM1.21 billion currently.

The PP is going to 35m , out of the total RM150 million. Dilution from the pp might not seems as much as you do, so I'm not worried about dilution if going for long term.

Posted by loonisback > 2023-10-16 17:27 | Report Abuse

price looking cheap now, undervalue abit....

Posted by resolution666 > 2023-10-16 18:29 | Report Abuse

20% of Hektar portfolio are going to be non-retail assets in five years, diversifying is the key here

Posted by HosayLiu > 2023-10-17 09:15 | Report Abuse

Rebound today after received dividend / IDRP 😁

Posted by HafizAjiad98 > 2023-10-17 12:58 | Report Abuse

pakai wang dividen dan masuk lagi jika ia berdagang pd 60 sen ke bawah, wkwk

Posted by Xavierthesaviour > 2023-10-17 16:51 | Report Abuse

Not yet rebound but thanks for the dividend HEKTAR

Posted by undercutter > 2023-10-17 17:09 | Report Abuse

The acquisition is for the long run... the new asset, KYSM is a private educational institution and school fees are around 40k per year, thus are going to generate good return for Hektar

Posted by MrAction > 2023-10-17 17:43 | Report Abuse

Hektar end up still paying good dividend compare to other REITS, time to reinvest back some

Posted by OppenHermes > 2023-10-18 08:44 | Report Abuse

After the acquisition of KYS College Sdn Bhd, the total asset value of Hektar is expected to grow by RM150 million or 12%. Good deal ~

Posted by 11wenhao11 > 2023-10-18 16:08 | Report Abuse

Tp 70 cents after pp 😀

Posted by noscopesummer > 2023-10-18 16:57 | Report Abuse

Hektar need months to hit 70cents again lol, don't forget got dilution after pp

Posted by riverlakesea > 2023-10-18 18:35 | Report Abuse

always got chance to reach 70c, dilution is short term only & Hektar is the best performing/dividend payout reit in 2023

Posted by AndrewHo93 > 2023-10-19 10:01 | Report Abuse

Collected some at 61 cents. Expecting it will reach as high as its NTA value in one day

Posted by HafizAjiad98 > 2023-10-19 12:17 | Report Abuse

sy tunggu 60 sen dan ke bawah baru masuk lagi 😁

Posted by loonisback > 2023-10-19 18:29 | Report Abuse

Hektar just distribute dividends... gonna take months to reach 0.70 again

Posted by undercutter > 2023-10-19 19:47 | Report Abuse

indeed hektar is one of the best performing reits, can enter more at current price too.

Posted by OppenHermes > 2023-10-20 09:50 | Report Abuse

Tourist arrival figures to Malaysia for the first half of this year were posted on Tourism Malaysia’s website yesterday (Oct 16), and total arrivals were 9,160,069 – a massive 329.6% increase over the same period last year

https://www.freemalaysiatoday.com/category/opinion/2023/10/17/profile-of-foreign-tourists-to-malaysia-in-2023-and-beyond/

Posted by OppenHermes > 2023-10-20 09:52 | Report Abuse

hence footfalls at Hektar's malls will raise as well for 2nd of this year

Posted by HosayLiu > 2023-10-20 14:47 | Report Abuse

Wait for Hektar to present amazing Q3 result next month then

Posted by riverlakesea > 2023-10-20 18:37 | Report Abuse

No worries, dilution is just short term, hektar are continuing to acquire more asset & bringing in more profit

Posted by MrAction > 2023-10-20 19:29 | Report Abuse

reinvesting my dividend, topup more while the price is cheap

Posted by AndrewHo93 > 2023-10-23 15:23 | Report Abuse

Next year they are going to install EV charging stations at their malls

Posted by HafizAjiad98 > 2023-10-23 16:39 | Report Abuse

masih tunggu Hektar pd 60 sen 😬

Posted by noscopesummer > 2023-10-23 19:05 | Report Abuse

waiting at 0.60 too, maybe need some time or when bursa is on a bad day

Posted by resolution666 > 2023-10-23 20:28 | Report Abuse

EV charging station are gonna be a norm soon, Hektar probably gonna be more involved in EV related infrastructure in near future too

Posted by HosayLiu > 2023-10-24 10:09 | Report Abuse

wonder which suppliers they are gonna work with in installing the charging station 🤓

Posted by OppenHermes > 2023-10-24 11:58 | Report Abuse

It's GMA Resources. The question is which listed companies will benefit from it

https://www.edgeprop.my/content/1907324/hektar-reit-install-13-ev-charging-stations-across-six-malls#:~:text=KUALA%20LUMPUR%20(Oct%202)%3A,portfolio%20starting%20Jan%201%2C%202024.

Posted by loonisback > 2023-10-24 18:25 | Report Abuse

continue to monitor, waiting to pick up at 0.59-0.60

Posted by riverlakesea > 2023-10-24 18:28 | Report Abuse

Why keep waiting? Hektar still cheap & undervalue now...

Posted by Brutus > 2023-10-24 21:45 | Report Abuse

Went to Mahkota Parade recently and saw the technicians there changing the lights to PHILIPS PROFESSIONAL LED Lighting. Certain section of the mall (in front of Parkson) is now very bright and according the technician it is also much more efficient, saving even more energy. Not sure how true is this but I do hope it is true as this would mean lower cost = higher profits = more dividends to shareholders.

Posted by HafizAjiad98 > 2023-10-25 09:55 | Report Abuse

Rasa benar kut kerana Hektar dah pakai solar panel dan telah pasang LED di pusat beli-belah Segamat Centralnya pd tahun lepas

https://www.nst.com.my/property/2023/04/903762/hektar-reit-install-solar-panels-its-malls-reduce-energy-costs#google_vignette

Posted by AndrewHo93 > 2023-10-25 12:41 | Report Abuse

If you notice, Hektar's operating expenses had reduced significantly in Q2

Posted by Xavierthesaviour > 2023-10-25 21:15 | Report Abuse

Good to see Hektar moving forward with the ESG policy...

Posted by undercutter > 2023-10-25 22:00 | Report Abuse

low operating expenses is a nice touch, can get more dividend hehehe

Posted by OppenHermes > 2023-10-26 11:18 | Report Abuse

That's the benefit of installing solar panels. They help to reduce the utility costs

Posted by 11wenhao11 > 2023-10-26 13:46 | Report Abuse

It seems like 61 cents is a great deal for accumulation 😃

Posted by dsxd69 > 2023-10-26 16:35 | Report Abuse

keep some for dividend, can hit back 0.70 next few months

Posted by MrAction > 2023-10-26 17:39 | Report Abuse

Hektar always well known for paying good dividend, good timing to enter now too

Posted by HafizAjiad98 > 2023-10-27 10:07 | Report Abuse

skrg tak pasti dpt kutip pd 60 sen ke bawah ...mula lonjak sikit dah

Posted by HosayLiu > 2023-10-27 11:29 | Report Abuse

seems futile to wait it to drop below 0.60 as currently there's some good catalysts to push it up

Posted by resolution666 > 2023-10-27 18:19 | Report Abuse

yep, seems like moving up slowly to me

Posted by noscopesummer > 2023-10-27 18:51 | Report Abuse

End of year is coming, mall are gonna full of people & hektar is going to perform better than last quarter

Posted by HafizAjiad98 > 2023-10-30 09:49 | Report Abuse

betul, terutamanya pd cuti sekolah ni. Tapak kaki di mallnya akan meningkat

Posted by OppenHermes > 2023-10-30 11:36 | Report Abuse

Moving forward, Hektar will present even better performance after the acquisition of Kolej Yayasan Saad

Posted by riverlakesea > 2023-10-30 13:41 | Report Abuse

Retailers are less optimistic on the spending power of Malaysian consumers during the current quarter.

RGM had revised downwards third quarter growth rate from 3% to 1.4%. This is a 53% drop from the earlier projection.



https://theedgemalaysia.com/node/681755

Posted by riverlakesea > 2023-10-30 13:45 | Report Abuse

Hektar performance in q3 & q4 should be holding up despite the forecast, good timing to diversify too

Posted by HosayLiu > 2023-10-31 11:34 | Report Abuse

Great anticipation. We will find out next month for its Q3 result then

Posted by AndrewHo93 > 2023-10-31 13:42 | Report Abuse

Hektar's PE is 4.41 x only currently with around RM1.2 in NTA. Extremely undervalued

Posted by loonisback > 2023-10-31 17:15 | Report Abuse

Overall market seems to recover in a steady pace, REITS including hektar etc earning should be improving on 2nd half of the year as well

Posted by MrAction > 2023-10-31 18:10 | Report Abuse

undervalue for sure, when the time comes then back to 0.70...