Posted by youngshouse24 > 2020-10-02 23:04 | Report Abuse

https://bluescean.wixsite.com/mysite/post/%E5%87%8F%E6%8C%81-kipreit-%EF%BC%9F

Posted by reitpulse > 2020-10-04 12:05 |

Post removed.Why?

Posted by DreamCustodian > 2020-10-04 12:30 | Report Abuse

Down 1.23%

Posted by DreamCustodian > 2020-10-04 12:31 | Report Abuse

Not so much la

Posted by DreamCustodian > 2020-10-04 12:31 | Report Abuse

But better start improving also la

Posted by DreamCustodian > 2020-10-04 12:31 | Report Abuse

Good luck

Posted by youngshouse24 > 2020-10-04 20:46 | Report Abuse

AMKC revenue is for first year (actually is only 11 months according to AGM info). In my opinion, comparison between AMKC and six KIP Mall is not needed. Furthermore, AMKC is also affected by COVID. The occupancy is not 100% in Sept. after I made site visit. Anyway, this stock is worth to invest.

https://bluescean.wixsite.com/mysite/post/%E9%80%9B%E4%B8%80%E9%80%9B-aeon-mall-kinta-city-ipoh

Posted by youngshouse24 > 2020-10-17 15:42 | Report Abuse

AMKC
https://bluescean.wixsite.com/mysite/post/%E5%86%8D%E6%AC%A1cmco%EF%BC%8Ckipreit-%E5%8F%88%E5%8F%97%E5%BD%B1%E5%93%8D%EF%BC%9F

Posted by david0123 > 2020-10-19 11:21 | Report Abuse

So.kipreit will affect. More?

Posted by youngshouse24 > 2020-10-19 13:15 | Report Abuse

CMCO / COVID causes less customers. Tenants may choose / forced to end up their business and this will affect the KIPREIT occupancy and revenue. Besides, revenue may affected if company gives rental subsidize. Same for IGBREIT, PAVREIT and other retail reits.

Posted by meerkat0078 > 2020-10-21 10:57 | Report Abuse

This REIT is a niche player in less major cities/towns whereby the revenue is sustained from rental of mainly tenants providing essential services. Hence, it is more defensive compared to most Reits when the economic activities are reduced.

Posted by investfuture > 2020-10-22 11:02 | Report Abuse

analysis on KIPREIT (5180.KLSE) 1Q2021 quarter report

中文:
https://vitamincash.com.my/zh_CN/2020/10/22/kipreit-1q2021-quarter-report-analysis/

english:
https://vitamincash.com.my/en_US/2020/10/22/kipreit-1q2021-quarter-report-analysis/

Posted by youngshouse24 > 2020-10-29 12:23 | Report Abuse

KIP MALLS INFO:

https://bluescean.wixsite.com/mysite/post/kipreit-%EF%BC%88%E4%B8%AD%E3%80%81%E5%8D%97%E9%83%A8%EF%BC%89%E8%90%A5%E6%94%B6%E4%B8%8D%E6%96%AD%E4%B8%8B%E9%99%8D%EF%BC%9F10-%E6%9C%88kip-malls-%E8%BF%9B%E5%B1%95%E5%A6%82%E4%BD%95%EF%BC%9F

Posted by Value Investor Coo1eo > 2021-01-13 13:56 | Report Abuse

Holland.

Posted by youngshouse24 > 2021-01-17 13:30 | Report Abuse

AMKC:
https://bluescean.wixsite.com/mysite/post/2021%E5%B9%B4-amkc-%E8%BF%91%E5%86%B5

Posted by Booyeah > 2021-01-17 15:18 |

Post removed.Why?

Posted by 99newbie > 2021-01-18 15:08 | Report Abuse

qr soon, dividend soon, rate higher than bank interest

Posted by maxx papa > 2021-01-19 06:58 | Report Abuse

My personal view: This REIT focus on low to medium income market (KIPMART etc) and that's why less effects by pandemic if compare to luxury shopping mall. The dividend is good for long term investment, but not good for those looking for fast income (trader), as the stock price really slow moving ...

Posted by Value Investor Coo1eo > 2021-01-19 18:25 | Report Abuse

Look at the results

Posted by tauruslau > 2021-01-19 21:35 | Report Abuse

Chinese New Year Red Packet红包利是

Posted by Value Investor Coo1eo > 2021-02-07 10:27 | Report Abuse

the link not working @youngshouse24

Posted by youngshouse24 > 2021-02-08 23:33 | Report Abuse

@cooleo may be copy all and paste the link. The numbers behind cant appear as part of link.

https://bluescean.wixsite.com/mysite/post/kipreit-%E6%AC%A1%E5%AD%A3%E5%B0%91%E8%B5%9A-6-2

Posted by Value Investor Coo1eo > 2021-02-09 16:49 | Report Abuse

@youngshouse24 - good write up, but i am afraid you need to understand the AMKC model first. it is different from KIP Malls

Posted by youngshouse24 > 2021-02-09 20:58 | Report Abuse

@Cooleo Ya, I noticed about what u mentioned. recently. Will make further reading. Thanks.

Posted by Booyeah > 2021-02-15 11:04 |

Post removed.Why?

Posted by Value Investor Coo1eo > 2021-02-15 12:31 | Report Abuse

@Booyeah - wrong place...this is KIP, not AXIS ;)

Posted by philip31 > 2021-03-10 14:56 | Report Abuse

Even at this price of 87 cents, it's value for money with 7% dividend , 3 times more than FD. Going to go above 90 cents by end of the month. Highly undervalue.

Posted by Value Investor Coo1eo > 2021-03-10 17:06 | Report Abuse

RM1?

Posted by Value Investor Coo1eo > 2021-03-11 10:06 | Report Abuse

@philip31 - look at the volume

Posted by CFTrader > 2021-03-12 11:30 | Report Abuse

Dumb dumb hold for rental income.

Posted by Value Investor Coo1eo > 2021-03-12 15:40 | Report Abuse

@philip31 - what is your TP?

Posted by necro > 2021-03-15 13:49 | Report Abuse

Ini REIT ada bagus ka?
Sebab ada masuk RM0.70 sikalang RM0.90
manyak makan dividen maa

Posted by Value Investor Coo1eo > 2021-03-19 14:49 | Report Abuse

kantoi...no steam already....

Posted by Value Investor Coo1eo > 2021-03-23 14:20 | Report Abuse

holland...TP at 0.78

Posted by pdgkm1 > 2021-04-16 13:58 | Report Abuse

Money come soon,,,,Huat Ah!

Posted by Value Investor Coo1eo > 2021-04-20 21:27 | Report Abuse

1.6 only.....should be around 2.0 ....or 1.8 at least.

Posted by pdgkm1 > 2021-04-21 14:05 | Report Abuse

Already close to 7% return YOY.

Posted by tauruslau > 2021-04-21 23:16 | Report Abuse

Jan Dividend is 1.59, Apr is 1.6, but 1.59 > 1.6……
For example u have 10,000 shares, after calculation, Jan is RM150.30, but Apr is RM150, so Jan more than Apr.

Posted by youngshouse24 > 2021-04-29 10:44 | Report Abuse

KIPREIT Q3 2021

https://bluescean.wixsite.com/mysite/post/kipreit-q3-2021-%E4%B8%9A%E7%BB%A9%E5%A6%82%E4%BD%95%EF%BC%9F

Posted by Value Investor Coo1eo > 2021-04-29 17:55 | Report Abuse

"AMKC's earnings are relatively fixed. How long can it effectively "subsidy" other KIPMALLs?"
Very good article @youngshouse24

Posted by youngshouse24 > 2021-05-10 18:00 | Report Abuse

Actually have to thank you as you mentioned to me that AMKC rent model is different from KIPMALL. Make me have further understanding about KIPREIT. @Value Investor Coo1eo

Posted by youngshouse24 > 2021-05-29 17:57 | Report Abuse

https://bluescean.wixsite.com/mysite/post/kipreit-%E7%9A%84-essential-services-%E6%9C%89%E5%A4%9A%E5%A4%A7%E7%A8%8B%E5%BA%A6%E7%9A%84%E4%BC%98%E5%8A%BF%EF%BC%9F

Posted by ceelo87 > 2021-06-07 23:26 | Report Abuse

should drop little bit more because of the MCO closure?

Posted by patrico8 > 2021-07-29 18:22 | Report Abuse

Outperform !

Posted by philip31 > 2021-07-30 09:00 | Report Abuse

https://www.theedgemarkets.com/article/kip-reit-4q-net-property-income-rises-1394-distributes-21-sen-unit

Posted by dp_pupi > 2021-07-31 00:25 | Report Abuse

Nice....

Posted by pdgkm1 > 2021-08-02 16:09 | Report Abuse

Even under PPN, KIPREIT still able to pay high dividend, imagine what if normalise!!!

Posted by fortunefire > 2021-08-14 11:39 | Report Abuse

https://www.theedgemarkets.com/article/kip-reit-plans-private-placement-raise-rm81m-future-acquisitions

Get ready. Share price will drop.

Posted by pdgkm1 > 2021-08-24 13:15 | Report Abuse

Private placement mean has more money to invest & in return more dividend...LOL

Posted by reitpulse > 2021-09-01 07:05 |

Post removed.Why?