Posted by tauruslau > 2024-01-19 13:32 | Report Abuse

Hope 2 cent.

Posted by smartly > 2024-01-19 13:35 | Report Abuse

2c susah lah. 1.6c hopefully.

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

Their pattern is every Q 1.45 to 1.55 cts region for 3Q. Next Q in May also should be about the same. The mid year in July after book closing then they will usually give a bit more ie 1.7 or 1.8 I think this coming July.

Posted by hng33 > 2024-01-22 12:12 | Report Abuse

Bought kip at 89sen

Posted by Justmeme > 2024-01-22 16:45 | Report Abuse

Good buy

Posted by smartly > 2024-01-22 17:09 | Report Abuse

good buy !?
later you will see "Sold kip at 90sen".....LOL!

Posted by Justmeme > 2024-01-22 20:42 | Report Abuse

To make 1 or 1.5 cts in a week is good buy also. There will be a small jump once dividend is announce

Posted by Value Investor Coo1eo > 2024-01-24 01:08 | Report Abuse

Delayed. I think they may have a problem

Posted by Justmeme > 2024-01-24 10:22 | Report Abuse

Yes, delay usually not good sign

Posted by Justmeme > 2024-01-24 10:23 | Report Abuse

actually I buying a lot last few days at 885. After announcemnet it goes to 90 cts I just sell

Posted by smartly > 2024-01-24 16:22 | Report Abuse

if dpu can declare 1.55c, high chance can reach 90c

Posted by Value Investor Coo1eo > 2024-01-25 17:17 | Report Abuse

Well…if there is a surprise in the earning it can go to 805. 🤭

Posted by Justmeme > 2024-01-26 10:17 | Report Abuse

Doubt it as REITS income usually fairly consistence unless some major write off or surprises as most rental contract are long term

Posted by Value Investor Coo1eo > 2024-01-27 10:57 | Report Abuse

That is what i said…”if there is a surprise”

Posted by smartly > 2024-01-29 17:39 | Report Abuse

steady. DPU 1.55c. tomorrow will creep up to 90c

Posted by Pinky > 2024-01-29 17:49 | Report Abuse

Improved DPU 👏

At current price, 6.9% net yield!

Posted by smartly > 2024-01-29 18:10 | Report Abuse

Income Distribution
Entitlement Details:
Second Income Distribution of 1.55 sen per unit for the 2nd Quarter of 2024
(from 1 October 2023 to 31 December 2023) comprising:- (1) 0.85 sen per unit is
taxable; (2) 0.65 sen per unit is non-taxable; and (3) 0.05 sen per unit is tax
exempt.
Entitlement Type: Income Distribution
Entitlement Date and Time: 14/02/2024 04:00 PM
Year Ending/Period Ending/Ended Date: 30/06/2024
EX Date: 13/02/2024
To SCANS Date:
Payment Date: 29/02/2024
Interest Payment Period: 01/10/2023 to 31/12/2023

Posted by Justmeme > 2024-01-30 10:09 | Report Abuse

Then this year yield should to above 7% this year as in July the last one before book closing usually is higher.

Posted by Justmeme > 2024-01-30 10:36 | Report Abuse

smartly,.... this usually I do not understand the term.

Second Income Distribution of 1.55 sen per unit for the 2nd Quarter of 2024
(from 1 October 2023 to 31 December 2023) comprising:- (1) 0.85 sen per unit is
taxable; (2) 0.65 sen per unit is non-taxable; and (3) 0.05 sen per unit is tax
exempt.

Does it mean on the 1.55 cts declared, the 0.85 cts are taxable at 10 %, right and the 0.65 % is non taxable means no tax and the final 0.05cts is tax exempted... what it really means ???. I am not sure about this last 2 term. Can someone pls help explained and clarify on this ?

Posted by Pinky > 2024-01-30 10:47 | Report Abuse

To normal/layman investor like us

Taxable = Deduct 10% withholding tax
Exempt = 0% tax
Non-taxable = 0% tax

Posted by Pinky > 2024-01-30 10:48 | Report Abuse

Don't need to overthink or over-analyse

Posted by smartly > 2024-01-30 11:22 | Report Abuse

about the tax...pinky is correct.

Posted by smartly > 2024-01-30 11:23 | Report Abuse

overall the dividend yield for now is > 7%. better than putting in fd

Posted by Justmeme > 2024-01-30 15:32 | Report Abuse

Oh... Ok, many thanks. Means effective base on the tax, the tax would be 5% of 1.55 cts since about half is not taxable

Posted by smartly > 2024-02-02 16:47 | Report Abuse

all give tp > RM1 but since listing, never before it touches above RM1.
this stock is only good for keeping for its dividends.
those looking for higher interest yield than epf, not a bad idea to park your money here

Posted by Justmeme > 2024-02-07 16:34 | Report Abuse

They have bought the 3 industrial lots and Kinta City which are damn good investment for KIPREITS. Makes KIP not so reliance to just shpping mall and a bit diversify. If they keep on this trend it will be good in the future.

Posted by smartly > 2024-02-07 17:05 | Report Abuse

Q2FY2024 - 10.6m
Q2FY2023 - 8.1m
so the 3 industrial properties have contributed approximately (10.6 - 8.1) 2.5m per Q
yearly net profit will have additional 10m, this translate to 0.16sen additional DPU yearly

Posted by smartly > 2024-02-07 17:11 | Report Abuse

say 0.16sen net distributable is around 0.144sen
every Q will have additional 0.036sen DPU

Posted by smartly > 2024-02-07 17:13 | Report Abuse

KIPMall Kota Warisan not in the picture yet, only to Start Contributing in 2HFY24

Posted by Value Investor Coo1eo > 2024-02-07 22:44 | Report Abuse

@smartly - did you factor in the dilution after the 3 industrial properties in your DPU calculation?

Posted by smartly > 2024-02-08 23:50 | Report Abuse

https://www.thestar.com.my/business/business-news/2024/02/08/kip-reit-completes-acquisition-of-kipmall-kota-warisan-for-rm80mil

Posted by Value Investor Coo1eo > 2024-02-09 11:11 | Report Abuse

Haiyan….@smartly - did you understand my question? You calculation claims on industrial pro wil contribute 0.16 (nett 0.144) annually. Does this consider the increase in number of units following the placement and issue of new shares in lieu of the industrial property acquisition

Posted by Justmeme > 2024-04-22 12:09 | Report Abuse

does it matter ????... some results will be due out this week anyway. But expect another 1.55 cts announcement. Next Q will be the interesting one

Posted by iscmob > 2 months ago | Report Abuse

https://www.thestar.com.my/business/business-news/2024/05/27/kip-reit-to-acquire-dpulze-shopping-centre-for-rm320mil

"The exercise will be funded by a combination of bank borrowings and proceeds to be raised from a proposed placement of up to 180 million new shares in KIP REIT to raise up to RM146.70 million, and a proposed placement of up to 15 million units to major shareholder Datuk Ong Kook Liong, and/or persons connected with him.

"The actual issue price for the placement units will be determined later and may be higher or lower than the illustrative issue price of 81.5 sen per unit," it added."

What will be the impact to the current share price?

Posted by Trinity > 2 months ago | Report Abuse

Placements (assuming this is private) at discounted share price is to attract institutional investors, not really a fan of it. Basically means dilution and retail investors always lose out. Short term share price should drop a bit and dividend distribution as well until DPulze starts contributing to the NPI. Likely to expect something similar to 2022 when they acquired the 3 industrial properties, dividend dropped to 6.2 sen/unit for FY23. But KIP's strength has always been giving out consistent dividends. Safe to still expect a after WHT tax of 6% DY. This counter is always about stability. Bought in 2022 and share price is still ~0.89

Posted by Value Investor Coo1eo > 1 month ago | Report Abuse

Sadly....the DPU will not grow.

Posted by 4ever5 > 1 month ago | Report Abuse

Hi 5 to Trinity, hahah i have been holding kipreit since 2022 to harvest dividend portfolio. Yes its a stable stock.
the price is always around ~0.89. its bitter sweet

Posted by Pinky > 1 month ago | Report Abuse

@Value Investor Coo1eo

What are you talking about? See here:

https://klse.i3investor.com/web/stock/entitlement/5280

Posted by TaiMeiLi > 3 weeks ago | Report Abuse

Will Eddie Ong collect again ?

Posted by zzprozaz > 2 weeks ago |

Post removed.Why?

Posted by Value Investor Coo1eo > 2 weeks ago | Report Abuse

@Pinky dilution.

Posted by Justmeme > 1 week ago | Report Abuse

1.72 cts dividend expected by end of the month announcement.

Posted by smartly > 1 week ago | Report Abuse

high chance 1.8

Posted by Value Investor Coo1eo > 1 week ago | Report Abuse

Nothing less than 1.99

Posted by Justmeme > 2 days ago | Report Abuse

Tomorrow will know

Posted by tauruslau > 2 days ago | Report Abuse

2.0

Posted by foreverchung > 1 day ago | Report Abuse

1.96, good QR!

With incoming dilution, would like to see whether the acquisition of DPulze is accepted warmly by the market. Kudos to Valarie and team!

Posted by Justmeme > 1 day ago | Report Abuse

DPulze have 100% occupancy rate and current yield is 7% now. Expected to increase by 5% yearly upon expiry of tenancy agreement. So certainly it is a good buy

Posted by Justmeme > 22 hours ago | Report Abuse

If can post such increase in profit, coming Q, I would expect them to up their Q dividend too from the 1.55 to 1.6 cts range.

Posted by foreverchung > 14 hours ago | Report Abuse

DPulze's revenue contribution will only be taken into account after it is fully completed which I anticipate should be before FY2024 ends, so we will see DPulze's contribution coming in from FY2025 Q1 onwards. Clean execution by the team too.