Posted by Hong Wei Phoon > 2023-09-15 16:22 | Report Abuse

run before too late.

Posted by Pinky > 2023-09-15 17:02 | Report Abuse

This selldown is very strange indeed

Posted by Healthy > 2023-09-15 17:03 | Report Abuse

gosh,what a volume ....sunway piramid kena boom kah???

Posted by bullrun2025 > 2023-09-15 17:08 | Report Abuse

Maybe fund change hand

Posted by smartly > 2023-09-15 17:35 | Report Abuse

88m changed hand. rank 6 most active.

Posted by NorthernStar > 2023-09-15 18:22 | Report Abuse

special dividend or bonus coming? maybe.....

Posted by MrKiasu > 2023-09-15 21:23 | Report Abuse

I think the sharp decline today is cause by the AEON news this morning.
https://www.klsescreener.com/v2/news/view/1202801/closure-of-aeon-sunway-pyramid-won-039-t-have-material-impact-on-aeon

Posted by smartly > 2023-09-15 22:29 | Report Abuse

if is caused by AEON closure, then the impact is as follows :-
sunway pyramid mall gross revenue = 84millions
aeon contributed 4.8% of spm gross revenue = 84m x 4.8% = 4m
overall impact to sunreit = 4m/166m = 2.4% damage
today's share price drop -2.68%
more or less absorb ?

Posted by Pinky > 2023-09-16 11:29 | Report Abuse

Old news la. Dah lama tau

Posted by hhhiii123 > 2023-09-16 14:41 | Report Abuse

seem like porfolio adjustment by Fund manager, the price may rebound back to 1.50 very soon, grab it if you can, wakaka

Posted by speakup > 2023-09-16 14:45 | Report Abuse

Aneh sekali, price 1.45 back to COVID lockdown era. Maybe all Sunway malls and hotels shutdown again?

Posted by bullrun2025 > 2023-09-17 19:21 | Report Abuse

Any bad effect due to sunway medical centre disposal?

Posted by InvestIcon > 2023-09-18 08:37 | Report Abuse

SMC book value at around 330m with rental 7%. Disposed to Sunway at 420m. Sunreit use it to settle part of 6 properties purchase from EPF which estimate rental return of 8% per year. I think when these 6 properties purchases complete in Q4. Sunreit's DPU will improve instead of bad effect

Posted by bullrun2025 > 2023-09-18 09:35 | Report Abuse

Thank You for your explaination

Posted by Pinky > 2023-09-18 09:45 | Report Abuse

The only cons I see from disposal of medical properties is reduced diversification

Posted by VerySmartInvestor > 2023-09-18 22:08 | Report Abuse

As hospital base on EBITDA for IPO value. Own a property will improve EBITDA since Interest, Depreciation and Tax are excluded in calculation of IPO value. So, I would think main reason for disposal of SMC building back to Sunway so that SMC has a real assets that will improve SMC’s EBITDA which in turn fetch higher IPO value in 2026. Estimate IPO price for SMC is around 20 x EBITDA.

Posted by VerySmartInvestor > 2023-09-18 22:09 | Report Abuse

Furthermore, Sunreit can also benefit from switching to higher return assets. This is a win-win deal.

Posted by flyhub888 > 2023-09-18 23:13 | Report Abuse

why reduce diversification if the particular business can generate profit ?

Posted by Pinky > 2023-09-19 10:39 | Report Abuse

@flyhub888

No more rental from medical properties = reduced diversification

Posted by flyhub888 > 2023-09-19 23:27 | Report Abuse

means reduced profit as well?

Posted by speakup > 2023-09-20 07:43 | Report Abuse

Sunreit has about 25 properties in their portfolio. At most, SMC is a small dent to its profits. Aeon too.
It's not like Igbreit which only has 2 properties (good ones though) in their portfolio

Posted by lee901 > 2023-09-20 22:07 | Report Abuse

Aeon contributed a lot to sunreit earning...without aeon....traffic flow also drop a lot...

Posted by speakup > 2023-09-21 07:41 | Report Abuse

@lee901, lu cakap pa ni? this weekend lu pigi pyramid, lu tengok!

Posted by InvestIcon > 2023-09-21 09:11 | Report Abuse

I go to Pyramid at least twice weekly. Sad to say, I remember only been to Pyramid Aeon less than 3 times. Since Pyramid lease the space base on SqFt or certain % on Revenue which ever higher. I don't think Aeon can contribute good rental to Pyramid. The exit of Aeon is actually good news for Sunreit future DPU growth

Posted by hhhiii123 > 2023-09-21 20:55 | Report Abuse

15 Sep sharp drop is caused by EPF 11mil shares acquisition, lol

Posted by Fetcove68 > 2023-11-23 17:13 | Report Abuse

(Sunway-REIT) will have an improved earnings outlook from financial year 2024 (FY24) onwards, driven by increased footfall at its malls, helped further by the recovery in domestic tourism and inbound tourists. Kenanga Research said as international and domestic visitors return, alongside tenant sales and footfall recovering to pre-pandemic levels, it is likely that business momentum will continue to sustain.

Posted by FetcoveXX > 2023-12-06 17:28 | Report Abuse

Continue to chip in

Posted by speakup > 2023-12-20 14:01 | Report Abuse

https://www.thestar.com.my/business/business-news/2023/12/20/sunway-reits-property-buy-buoys-yield-mix

Posted by speakup > 2023-12-20 14:02 | Report Abuse

Just a matter of time will hit 1.80

Posted by paperhand123 > 2024-01-12 15:04 | Report Abuse

LOL rhb tp rm3....

Posted by BlowWater69 > 2024-01-14 16:36 | Report Abuse

rm3😂😂😂
bravo👏

Posted by Pinky > 2024-01-15 09:51 | Report Abuse

Mistake/error by i3 la

That was TP for Sunway Bhd, not SUNREIT

Posted by ImCK > 2024-01-15 20:40 | Report Abuse

sunreit is blackhorse if target become second largest cap MREIT then sunreit must have 7billion market cap means 20% upside potential minimum

Posted by Kitty Kitty > 2024-01-16 07:39 | Report Abuse

Sunreit has been increasing their portfolio organically. Acquisition of non performing property in the market and then dressing them up entirely yielding higher profit margin once the tenancy is full. Look at the port acquisition.

Posted by Pinky > 2024-01-16 09:19 | Report Abuse

I'm looking forward to a mall by the sea by Sunway. Would be nice to have coffee or beer by the sea

Posted by speakup > 2 months ago | Report Abuse

https://www.thestar.com.my/business/business-news/2024/01/30/sunway-reit-acquires-163-retail-park-for-rm215mil
Nice!

Posted by speakup > 2 months ago | Report Abuse

https://theedgemalaysia.com/node/699087
Nice!

Posted by speakup > 2 months ago | Report Abuse

Sunreit fantastic QR! total dividend this year 9.3sen! equivalent to 5.9%! 2x more than FD! today open 1.65?

Posted by speakup > 2 months ago | Report Abuse

https://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=144164&name=EA_GA_ATTACHMENTS

Posted by speakup > 2 months ago | Report Abuse

Wahhh didn't know got chan tambah Sunreit. Yay

Posted by hhhiii123 > 2 months ago | Report Abuse

Sunreit div 9.2cen p.a, share price 1.57, pavreit div 9.2cen p.a, share price 1.30, so which one you should buy,wkaka

Posted by speakup > 2 months ago | Report Abuse

Both also speak up got

Posted by speakup > 2 months ago | Report Abuse

Both Tambahhhh

Posted by speakup > 2 months ago | Report Abuse

1.61
next stop 1.70?

Posted by speakup > 2 months ago | Report Abuse

新年快乐

Posted by Stan Lee > 2 months ago | Report Abuse

the sunreit acquire giant income cant see in annual report?

Posted by Pinky > 2 months ago | Report Abuse

@Stan Lee

The acquisition is pending approval by Economic Planning Unit

Posted by Dylan Jovari > 1 month ago | Report Abuse

what happenedd

Posted by edwiniw > 1 month ago | Report Abuse

https://www.klsescreener.com/v2/news/view/1285785/sunway-reit-plans-asset-improvements-worth-rm1b

Posted by MULTIEVER > 4 weeks ago | Report Abuse

lai liao lai liao 🍻