SENTRAL REIT
KLSE (MYR): SENTRAL (5123)
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Last Price
0.96
Today's Change
0.00 (0.00%)
Day's Change
0.96 - 0.965
Trading Volume
78,600
Analysis
Price Target
A price target is an analyst's projection of a share's future price.
Average Target Price, Price Call and Upside/Downside here are derived from Price Targets in the past 6 months.
Last Price
0.96
Avg Target Price
0.95
Upside/Downside
-0.01 (1.04%)Price Call
0
SELL
3
HOLD
10
BUY
| Date | Open Price | Target Price | Upside/Downside | Price Call | Firm | View | Action |
|---|
Discussions
2 people like this. Showing 50 of 847 comments
ok la. what do you expect in pandemic time. They need to give some rebate during wfh period in Q3.
2021-11-11 14:02
After 3 months, I come back and review again this stock. The price will not have great fluctuation and will gradually move toward 0.85. Working environment changing. Within my expectations.
2021-12-08 11:17
Zillionkoh, having the same feeling, gradually moving to their S level of 0.85/0.865
2021-12-08 20:40
according to the latest portfolio of SENTRAL, the Quill 5 is sold out and the money is paid for the term loan and refinance to upcoming properties (can refer to its latest QR). I found out that although this REIT portfolio has about 9 buildings (low no. of asset building since listing), they still manage to produce a consistent revenue. And I observe that their portfolio is slowly shifting towards high-rise buildings if some of you manage to observe their portfolio change since they listing.
2021-12-11 23:52
anybody know which one is the dividend we should received? 0.0398 or 0.0354? what is the different between these two dividend reported?
2022-01-21 08:03
@Khai Zam ignore the revaluation loss
Realised income is within expectation, increased 4%
For a REIT like this, you are mainly concerned with realised income
2022-01-21 08:56
@Pinky thanks for the clarification, btw wonder how to calculate dividend yield for that particular current qtr?
2022-01-21 11:27
The formula is
3.54 x 90% + 0.44
divide current share price
but this is bi-annual dividend
x 2 lo
2022-01-21 12:29
@pinky does the tax will always be 10% ? where is the tax rate we should refer to is it according to corporate income bracket?
2022-01-21 12:42
AlsvinChangan Manager Fees is based on what?
21/01/2022 12:42 PM << The fees charged by manager to manage sentral reit for u.
2022-02-11 16:15
8.19% dividend yield, NTA currently RM1.19 and price is ranging around RM0.90. What more to say?
2 months ago
My favorite counter since 2011, from Qcapital till today, profited a huge sum, both capital gain and dividend. in 2013 or later, we have 16 counter of Reits , i owned 14 of them. now, i cut down to 6 cunters, kipreit is the only retail
1 month ago
Most of my counters were sold in year 2018 when they hit their peak. look like now people are buying reits again, and goreng up, Alaqar up to 1.19 yesterday, Sentral 95 sen. very good sign, interesting development as people now realized FD is just too low and only benefiting the Banks.
1 month ago
Hi all sifu-sifu, just started to learn on reits recently, anyone can advise do we still need to submit tax for the dividends received?
1 month ago
@bkokyew distributable income =/= earning
Earning a.k.a. profit is after deducting non-cash expenses like depreciation, amortisation etc
Give u an example, I make it a simple scenario so easier to understand the principle that I'm trying to illustrate
ABC REIT every year rental income RM100M
Its salaries to staff and manager RM5M
Property maintenance expenses RM3M
Depreciation of fixed assets RM7M
Earnings = RM85M
However, it's perfectly fine for it to pay out RM90M as dividends
1 month ago
E.g. accounting policy said to depreciate building cost over 20 years
Building cost was RM140M
But actually the building can tahan for more than 20 years, at most kena spend a bit money to refurbish or renovate a bit
That is why depreciation is an accounting "cost" that can be added back to earnings to get DISTRIBUTABLE INCOME
1 month ago
Hi Pinky, I hear some rumored about QB2-HSBC Cyberjaya will migrate to Tun Razak Exchange (Trx). It might potentially effected company future profit. Any idea ?
1 month ago
From what I understand they are only moving out from the HSBC HQ along Jln Sultan Ismail-Jln Raja Chulan intersection...
The one at Cyberjaya is their data processing centre
1 month ago
"After lunch today, I went to QB2-HSBC CYBER JAYA for a walk. Sure enough, I asked the security guard that they had moved."
1 month ago
The above is source from klse sceener , feedback by one of the investor holder. Im just curious apart from him why no any information announce.. if this situation was true , estimation 5 to10 percents company profit might effected.
1 month ago
Pinky, thanks for you sharing.
--- "HSBC’s tenancy renewal is due in year 2022. The Manager will keep the unitholders
updated on the renewal status during its quarterly results announcements." ---
From what the management said, I think they didn't reveal the truth because the company has a good reason to explain that the HSBC deadline is 2022. Assuming that HSBC does not plan to renew the contract, the relocation of HSBC staff will be carried out ahead of schedule, which is in line with what the investor said he observed in Cyberjaya today. I hope this assumption is wrong, or sooner or later the price of the stock to buy tomorrow will face a severe price. .
1 month ago
But then again, if I'm not wrong, the plot/location of thar building is quite nice, no? If HSBC data processing really were to move out, the REIT won't have too much problem to find new tenant, or maybe just sold it off like how they sold Quill IBM building? I think I'm not overly concerned la. Main driver of income still its KL Sentral area properties.
1 month ago
Retail investors are usually used to only looking at stock prices, because not many people know the truth. I'm guessing that some people use the rising stock price to create a false impression to attract more people to invest and then sell at a high profit. This event may be just the tip of the iceberg, and it may be the same in other regions. I hope it doesn't happen but not everyone wants to share the truth. .
1 month ago
I exited at 96 sen, shift to KLCC. More upside potential from retail and hotel, while office segment no need to worry at all for years to come.
2 weeks ago
Read the latest analyst reports - got KEY tenants moved out from Wisma Technip and Quill BMW buildings. Phew! Luckily I exited
KLCC yield lower but very low risk...what is the risk of Petronas, Maxis and ExxonMobil shifting out from their HQ?
1 week ago
I has been investing Sentral (was Quill) since 2012, dividend was 7% and cost around 1.02.Two years ago Add on a lot more during the dipped in 2020 and now my average only 55c after disposing some overbought at 90c. At my cost yields 12% and current price of 96c still yields 7.1%. I witness a lot of Tenants come and go. When someone leave, price stagnant or drop. I add more if the yields is attractive. When new tenants moves in, price will shoot up. Then is time unload some overbought position. After all, assets value at RM1.18 now fire sell at RM0.96 with potential dividend 7.1%. Mana cari assets like this. Who cares tenants leaving Wisma Technic and BMW
1 week ago
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2021-11-10 15:34