Posted by ocpd > 2018-05-31 07:25 | Report Abuse

I remember last time rental no need to add GST, so now all retailers will pay 6% less for rental + IGBREIT management will collect higher retailer's revenue since most consumer goods will have no GST now!

>> what's the co-relation?

Posted by hellbender > 2018-05-31 10:39 | Report Abuse

GST is taxed on consumer not businesses. So even if GST zero rated the benefit will go to consumers.

However, because consumer save on GST, 5.66% they have more purchasing power. With purchasing power, assumption is sales in shopping mall increases. Retailers will benefit. Indirectly because the rental is based on gross rental and base rental the gross element will increase due to higher sales. Hence shopping malls are expected to benefit.

Posted by hellbender > 2018-05-31 10:42 | Report Abuse

However, consumer confidence is affected by many factors not only GST. There are also others such as economy, job security, exchange rate etc. Hence, while having said the above, the benefits to consumer is not as clear cut. Only time will tell.

Posted by sleang > 2018-06-01 23:36 | Report Abuse

correct, the 3rd mall is the Southkey at Johor...

Ya, for the short term, the 0 GST is more like a 'booster' jab, the "feel-good" cheaper factor is there, it should boost some spending; for longer term, yes we will still need the economy, consumer spending power, etc etc...

Posted by Administrator > 2018-06-12 17:01 | Report Abuse

1.7 ok wor

Posted by dunspace > 2018-06-29 17:02 | Report Abuse

.....So obvious but no one catch

Posted by Shinnzaii > 2018-06-29 17:06 | Report Abuse

wow,something gonna brew

Posted by signalmw > 2018-06-29 17:23 | Report Abuse

pavilion reit most high , sunreit also high

Posted by Shinnzaii > 2018-06-29 17:24 | Report Abuse

KLCC also...today REIT something blew

Posted by Shinnzaii > 2018-06-29 17:24 | Report Abuse

EPF buy again?

Posted by ocpd > 2018-06-29 17:38 | Report Abuse

As usual EPF window dressing at Q2 last day, it is so predictable by now already!

Posted by tokohM > 2018-06-29 17:39 | Report Abuse

that mean they will throw all during the next week after window dressing?

Posted by signalmw > 2018-06-29 17:41 | Report Abuse

posibility need make Q2 account look good.

Posted by signalmw > 2018-06-29 17:42 | Report Abuse

next buy cheap. Quarter end day sell high..ha

Posted by lsj89 > 2018-06-29 18:00 | Report Abuse

hmm, have to hold my bullet now

Posted by Lun Tyre > 2018-06-29 20:45 | Report Abuse

Should I sell it or hold it?

Posted by signalmw > 2018-06-29 21:54 | Report Abuse

sell today price is ok.

Posted by signalmw > 2018-06-29 22:02 | Report Abuse

无反弹迹象

陈玉麟估计，综指下半年走势艰难，恐怕无望再回到1896点的高峰水平，若爆发贸易战，综指还可能会跌破1600点。

“外资一直在卖，只靠本地机构是很难支撑综指的表现。”

离场观望

基于下半年股市展望惨兮兮，冯廷秀建议投资者先站在场边观望。

“我们不像雇员公积金局，投资是必做的事情，因此如果没有必要，就先暂时不要投资。”

他说，投资者都在等待下个转捩点，等待股市复苏，但目前似乎还看不到踪影。

周五，综指以1665.04点开跑后，随即跌至1664.69点的全天最低点。

惟随后逐步攀涨，在上午11点05分，突破1700点的门槛，写下1701.65点的全天最高水平。

午盘后，综指呈窄幅波动格局，最后收在1691.50点，全天大涨25.82点，或1.55%。但全周而言，综指仍滑落2.65点，或0.16%。

针对周五走势，冯廷秀和陈玉麟均认为，这是季度的橱窗粉饰效应，好让次季划下一个完美的句点。

Posted by Tipster > 2018-07-24 18:22 | Report Abuse

Slowly capturing the all time high. Wonderful counter to buy, collect distributions...

Posted by hellbender > 2018-07-26 09:38 | Report Abuse

Was considering to sell as well Tipster, then i realised that this quarter april to june results yet to come out & the following 3 months July to sept free tax holiday also yet to come out. While prices have been on the uptrend the increase in prices for IGB reit may not be reflective of the better performance this year as there are strong catalyst for possibly the next 2 quarter. On 4th Quarter, i understand Southkey megamall is going to open which has yet to be injected into IGBReit. But if the mall is successful then there is potential catalyst for IGBREIT for the years ahead. In the meantime holding on to the share at current price yields a return of 4.74% which is above the FD rate of most banks.

Posted by Tipster > 2018-07-26 09:55 | Report Abuse

You are so right.... this kind of stock is for long term...

Posted by Lim Tek Wai > 2018-07-26 11:41 | Report Abuse

Best time to buy it

Posted by normanyap > 2018-08-02 18:35 | Report Abuse

https://klse.i3investor.com/blogs/IntelligentContrarians/137873.jsp

Posted by RainT > 2018-08-12 16:28 | Report Abuse

If u study igbreit is the best mall reit I can say

Value of investment properties is teh among highest after klcc

High occupancy

Steady dividend

Simple and easy ...just 2 good shopping mall only

Posted by RainT > 2018-08-12 16:32 | Report Abuse

Free tax holiday will not big effect to the igbreit la

The share price is already agree follow the contract sign

Even consumer spending higher .....its good for teh tenant .....but igbreit same only

Unless next round of new tenancy agreement ....then can negotiate higher rent due to improve tenant biz

Posted by Tipster > 2018-08-15 09:20 | Report Abuse

If break 1.80, the sky is the limit... will it continue its journey?

Posted by ocpd > 2018-08-18 00:17 | Report Abuse

RainT pls shut up if you don’t know anything. Didn’t you know most mall have profit sharing with retailers?

Posted by lsj89 > 2018-08-20 14:02 | Report Abuse

just received the dividend today

Posted by ocpd > 2018-08-20 17:29 | Report Abuse

Me too :)

Posted by kenxs > 2018-08-25 02:18 | Report Abuse

good time to buy @RM2.80

Posted by lsj89 > 2018-09-20 17:50 | Report Abuse

LOl, @kenxs, are u serious

Posted by hellbender > 2018-09-27 12:25 | Report Abuse

joke of a counter... EPF buy and Sell buy and sell dunno what it is doing??? everyone else waiting on the sidelines

Posted by hellbender > 2018-09-27 12:25 | Report Abuse

what is EPF doing???? someone has to do an audit on EPF.

Posted by hellbender > 2018-09-27 12:26 | Report Abuse

tak ada kerja lain kah EPF?

Posted by mywb > 2018-09-28 21:17 | Report Abuse

very obvious epf is dumping(sell more than buy). they buy and sell to create artificial volume

Posted by Milk > 2018-10-12 14:22 | Report Abuse

When is the dividend announce date?

Posted by sleang > 2018-10-24 21:44 | Report Abuse

milk, 7-nov ex bro, end nov payment ^_^ enjoy~

Posted by Milk > 2018-10-25 16:34 | Report Abuse

Yeah~great

Posted by Tan Yeang Cong > 2018-10-27 16:56 | Report Abuse

stable result with stable dividend.

Posted by ivan9511 > 2018-11-01 16:47 | Report Abuse

buy good

Posted by bose00 > 2018-11-14 23:13 | Report Abuse

a very good news !

http://www.theedgemarkets.com/article/igb-3q-net-profit-surges-91-higher-contribution-property-development-investments

Posted by cong5895 > 2018-11-19 15:28 | Report Abuse

Regret that didn’t top up when drop below 1.65, now climb up.

Posted by Ken Tang > 2018-11-22 13:24 | Report Abuse

7% DY is no joke~
just go to midvalley and try to find a vacant lot, it's even harder than finding a carpark there.

Posted by bose00 > 2018-11-29 13:40 | Report Abuse

Today DY masuk! Very happy...

Posted by sg999 > 2018-12-04 22:39 | Report Abuse

WHERE got 7%...calculation failed!

Posted by Tipster > 2018-12-11 10:45 | Report Abuse

no corporate development... boring...

Posted by Ken Tang > 2018-12-13 04:10 | Report Abuse

why not 7%? how do you calculate though?
DY now at 1.71 = 6.91%
which part of calculation do i fail?

Posted by bose00 > 2018-12-14 15:45 | Report Abuse

Regardless weekday or weekend , Mid valley always so crowded, no parking space. Enough said I will put my money here to grow

Posted by signalmw > 2018-12-14 15:54 | Report Abuse

too expensive

Posted by Tipster > 2018-12-18 18:24 | Report Abuse

Waiting for them to do the year end dressing magic...