Posted by Johnson Wong > 2016-08-10 10:36 | Report Abuse

stable income, good dividend,good stock

Posted by probaby > 2016-08-10 11:49 | Report Abuse

what happen today?

Posted by shortinvestor77 > 2016-08-10 20:25 | Report Abuse

Foreign investors pump in money, hungry for dividend stocks. Hold it tight.

Posted by shortinvestor77 > 2016-08-12 19:54 | Report Abuse

In view of this situation, hold it more tight till RM1.60. (QEs and now UK QE bring money in continuously) Don't laugh.

Posted by shortinvestor77 > 2016-08-12 19:55 | Report Abuse

MQReit is really a very undervalued stock.

Posted by shortinvestor77 > 2016-08-13 23:12 | Report Abuse

http://www.sinchew.com.my/node/1556879/%E8%B5%84%E9%87%91%E6%B4%BB%E6%B0%B4%E9%87%8D%E5%9B%9E%E5%85%A8%E7%90%83%E8%82%A1%E5%B8%82

Posted by shortinvestor77 > 2016-08-13 23:29 | Report Abuse

According to MIDF Research, the cumulative net foreign inflow thus far this year into shares listed on Bursa has surpassed the RM1bil level. As of last Friday, the year-to-date cumulative flow into Bursa increased to an estimated RM1.26bil from RM959.3mil the week prior.

“For the last five weeks, the Malaysian capital markets have seen a net inflow of foreign funds. This has resulted in some stability in its equity market and buoyancy in its bond market,” says MIDF.

http://www.thestar.com.my/business/business-news/2016/08/13/seeking-yields-in-emerging-markets/

Posted by probaby > 2016-08-15 14:52 | Report Abuse

what happen Mqreit... why keep rise...?

Posted by Pinky > 2016-08-15 15:13 | Report Abuse

Market is crazy for yield?

Posted by speakup > 2016-08-15 15:14 | Report Abuse

goreng!

Posted by smartly > 2016-08-15 15:16 | Report Abuse

tomorrow ex today sapu.....

Posted by omnigunk > 2016-08-15 15:30 | Report Abuse

Wow so good, just 2 weeks ago I sapu at 1.20 now 1.37

Posted by Beza > 2016-08-15 16:22 | Report Abuse

Hold it tight tight!!!

Posted by smartly > 2016-08-15 16:23 | Report Abuse

1.40 coming....

Posted by Beza > 2016-08-15 16:37 | Report Abuse

These people short selling. Must hold and let it go up. TP RM1.60 is reasonable.

Posted by money888 > 2016-08-17 15:59 | Report Abuse

if sold at 1.38, it is more gain than waiting for the 4sen dividend....now already drop 14sen....

Posted by Beza > 2016-08-17 16:51 | Report Abuse

Yes, you could have done so if you knew. It can up, it can down. It can down, it can up.

Posted by money888 > 2016-08-17 18:25 | Report Abuse

agree Beza.

Posted by Yippy68 > 2016-08-17 21:47 | Report Abuse

Haha,,many people kena. Go up unreasonbly fast, goreng mah.

Posted by omnigunk > 2016-08-18 10:36 | Report Abuse

I managed to sell at 1.38 and 1.39. Now bought back at 1.24

Posted by money888 > 2016-08-18 15:13 | Report Abuse

bagus omnigunk

Posted by Beza > 2016-08-23 11:17 | Report Abuse

Write a comment..-REITs - Conveying Positives on the Proposals
Author: kltrader | Publish date: Tue, 23 Aug 2016, 11:06 AM

Highlights
We attended a panel discussion by the prominent REIT managers organized by Malaysian REIT Managers Association (MRMA) yesterday pertaining to the proposed revision of REITs guidelines with the following key takeaways.
Long Term Positive. The panellists are positive on the proposed greenfield development as it enables them to grow the DPU in the longer term within maturing REITs space and assure that there will be no short term DPU dilution as all the development costs (inclusive of financing charges) will be geared and capitalized.
Development Risks Mi tigated. They are confident that the associated risks will be well-mitigated given their management expertise and proven track records as well as via checks and balances within the proposals such as 15% threshold for development, 50% capping on gearing limit, 2 years holding period post development and stricter disclosures requirements.
Private Leases. Allowing private lease arrangement would provide more flexibility and open up more investment opportunities such as possibility of acquiring interest in Malay Reserve Land. On the flip-side, it increases the risk to the REIT in the event of contractual or ownership dispute.
Possible M&A activities? The provision of allowing the change of REIT manager by way of a resolution passed by a simple majority of unitholders voting at a general meeting may help to keep REIT manager on their toes but it also opens up possible M&A activities.
Property Management and Internal Management provisions allow REIT to further diversify their income by acquiring interest in the REIT managers as well as property management companies that manage the assets owned by the REITs and managed by same REIT managers with possible downside on potential conflict of interest.
Catalysts
Potential acquisition of quality assets to achieve growth as softer property outlook presents such opportunity.
Further improvement in sentiments and higher retail spending.
Venturing into potential high yielding development activities.
Regulatory intervention in limiting the supply for office/mall.
Risks
(1) Prolonged erosion in consumer sentiment; (2) Failure to execute the planned asset injections and strategy; (3) Significant slowdown in broad economic activities.
Ratings
OVERWEIGHT
Maintain OVERWEIGHT with limited downside risk given the accommodative monetary conditions, sustainable and attractive yield amid low global yield environment.
Top Picks
Maintain BUY on MQREIT (TP: RM1.34) given its high dividend and sustainable yield of ~7%.
Maintain BUY on PREIT (TP: RM1.95) banking on its income growth in FY17 post acquisitions and major reversion with DPU yield of 5.5% at current price.
Maintain BUY on KLCCSS (TP: RM8.35) given its projected DPU yield of 5.1% (vs targeted yield of 4.6%); stable asset and premier assets location.
Source: Hong Leong Investment Bank Research - 23 Aug 2016

Posted by imlearning > 2016-09-15 22:51 | Report Abuse

what is the TP?

Posted by smartly > 2016-09-15 23:59 | Report Abuse

1.40

Posted by shortinvestor77 > 2016-09-22 22:43 | Report Abuse

http://www.orientaldaily.com.my/business/cj200017685

Posted by shortinvestor77 > 2016-09-22 22:46 | Report Abuse

http://www.enanyang.my/news/20160922/收益全球第三-中日积极寻宝br-隆高档办公楼最受/

Posted by Beza > 2016-09-29 10:50 | Report Abuse

http://www.bursamalaysia.com/market/listed-companies/company-announcements/5217341

Posted by Beza > 2016-09-30 10:17 | Report Abuse

http://klse.i3investor.com/blogs/kenangaresearch/105476.jsp

Posted by shortinvestor77 > 2016-10-01 16:03 | Report Abuse

http://www.sinchew.com.my/node/1572629/资产出租率97·马资源桂和收益稳健

Posted by Beza > 2016-10-27 09:25 | Report Abuse

MRCB-Quill REIT (BUY) - 9MFY16 Results: Steady as it grows
Author: kltrader | Publish date: Thu, 27 Oct 2016, 09:22 AM

Results
Reported 9MFY16 gross revenue of RM97.7m (+18.3% yoy), which translated to normalised net profit of RM45.8m (+23.7% yoy), accounting for 77.8% and 78.8% of HLIB and consensus FY forecasts, respectively.
Deviations
Lower than expected property operating expenses.
Dividends
None as it is usually declared on a semi-annual basis.
Highlights
Yoy, higher revenue (+2.2%) recorded due to additional revenue from Platinum Sentral and higher rental income from step-up rent adjustment of some properties. Excluding one off gain from divestment of Quill Building 10 last year, net profit recorded a marginal increase of 0.6% given higher expenses incurred.
Qoq, lower revenue (-0.2%) was recorded due to lower rental income from QB8 while operating expenses were marginally higher, resulting net income contracted by 1%.
YTD, revenue grew (+18.3%) due to additional income from Platinum Sentral and step-up rent adjustments. Growth in bottom-line was higher (+23.7%) as operating expenses were well managed.
Overall occupancy rate was healthy at 97.2%. In terms of renewals, 64% of lease expiry in FY16 (7% of total NLA) has been renewed with only 8% not renewed.
Despite the lacklustre office market, MQREIT’s office space is relatively stable and well-guarded from its long WALE (>5 years) with well-spread NLA expiry (13% and 26% expiring in FY17 and FY18, respectively).
Once the acquisition of Menara Shell is concluded, asset size will grow to circa. RM2.27bn, which allows management to achieve greater scale in asset management. The potential yield accretive asset injection is expected to complete by end of year and will be funded via placement exercises with equity/debt ratio of circa 65/35.
Risks
High gearing compare to industry average.
Slower rental reversion rate for office market.
Forecasts
We lower our property operating expenses assumption for FY16, resulting in higher PAT by 1.9% and higher DPU at 8.5 sen while leaving FY17 & 18 numbers unchanged.
Rating
BUY ↔, TP: RM1.34 ↔

We continue to like MQREIT given its high dividend yield, stable assets in prime location of KL Sentral with high occupancy rate and healthy WALE profile. Inclusive of Menara Shell, its portfolio assets have increased to RM2.2bn (from current RM1.6bn) and would then graduate into bigger cap space.
Valuation
Maintain BUY recommendation with unchanged TP of RM1.34 based on targeted yield of 6.5% (2SD below 1 year historical average yield spread of MRCB -Quill REIT and 10- year government bond).
Source: Hong Leong Investment Bank Research - 27 Oct 2016

Posted by Beza > 2016-10-27 10:51 | Report Abuse

MAYBANK:
Maintain BUY
3Q16 results were in line whereby the higher YoY revenue was offset by
higher non-operating expenses. We nudge up FY16-18 net profit forecasts
by 0.6-1.9% as we adjust our key assumptions, but our MYR1.35 DDM-TP
is intact. We continue to like MQREIT for its resilient earnings and
sustained distributions which are backed by long-term office tenants.
https://factsetpdf.maybank-ke.com/PDF/37473_CN__9fc5057a09b54344b5a2a871eb7d42a9.pdf

Posted by shortinvestor77 > 2016-10-27 20:38 | Report Abuse

http://www.sinchew.com.my/node/1581335/筹资购蚬壳大厦．马资源桂和股票或过剩

Posted by Beza > 2016-11-08 13:41 | Report Abuse

http://klse.i3investor.com/blogs/kenangaresearch/108278.jsp

Posted by bebee > 2016-11-23 10:06 | Report Abuse

1.25 buy or sell?

Posted by shortinvestor77 > 2016-11-23 21:18 | Report Abuse

Buy.

Posted by pulsarJ > 2016-11-28 15:31 | Report Abuse

how much will the price change post acquisition exercise?

Posted by yuanlong57 > 2016-11-30 22:48 | Report Abuse

FOCUS MALAYSIA, NOV26-DEC2 2016, On MREITS
https://drive.google.com/file/d/0B4bbwucqpGkAakVwa0YybTdsTlk/view?usp=drivesdk

Posted by Yippy68 > 2016-11-30 23:22 | Report Abuse

early dividend 4.15 sen

Posted by Happykoo > 2016-12-01 09:33 | Report Abuse

Special interim gross income distribution ......is mean a special dividen?

Posted by Beza > 2016-12-01 11:01 | Report Abuse

Good new. Hope somemore div just after buying Menara Shell in.

Posted by MirageHotelPD > 2016-12-03 22:50 | Report Abuse

I believe this is not a special dividend but is to clear all unpay payable distribution before new placement shareholders are in.

Posted by sg999 > 2016-12-06 21:14 | Report Abuse

4.15 consider is special dividend???

Posted by ejtic > 2016-12-07 19:49 | Report Abuse

It's not. The mgmt just declared ahead of new placement shares as they don't entitle this duration dividends.

Posted by Kensington > 2016-12-07 21:23 | Report Abuse

The proposed placement exercise has an overly diluting effect on the shareholding of minority unit holders. It would be appropriate for the Co to also include a restricted offer for the existing unit holders. This practice was adhered to in one Singapore REIT in its recent placements to raise funds for its asset acquisition.

Posted by shortinvestor77 > 2016-12-07 22:14 | Report Abuse

http://www.orientaldaily.com.my/business/cjmq236

Posted by leecuteguy > 2016-12-10 10:04 | Report Abuse

may i ask dividend 4 sen plus, after tax what is net amount

Posted by Kensington > 2016-12-10 17:02 | Report Abuse

Distribution of 4.15 sen comprising 4.06 sen (less 10% tax) and 0.09 sen (tax free) works out to be 3.744 sen/unit or RM37.44/1000 units.

Posted by sg999 > 2016-12-13 12:45 | Report Abuse

is this special dividen need to report as income tax?

Posted by sg999 > 2016-12-13 17:09 | Report Abuse

closing 1.3!!!

Posted by MirageHotelPD > 2016-12-14 00:23 | Report Abuse

all dividen from Bursa are single tier and don't need to report