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

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

chiahs

yalor, even with lower OPR enjoy this year from Bank Negara.... should work harder ......

2021-11-10 15:34

Asia88

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

Iseeyoubuy

Long term is profitable

2021-11-25 11:20

zillionkoh

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

Pinky

As long as dividend can maintain i'm happy

2021-12-08 11:18

chiahs

Zillionkoh, having the same feeling, gradually moving to their S level of 0.85/0.865

2021-12-08 20:40

wensiang97

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

Asia88

omg, ms yong left the company.

2021-12-17 15:20

david0123

Not yet announce dividend

2022-01-20 17:15

choysun

3.98 sens. Ok ah :)

2022-01-20 17:20

wensiang97

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

Pinky

3.54 have to deduct 10% tax
0.44 is exempt

Total 3.54 plus 0.44 = 3.98

2022-01-21 08:36

Pinky

The formula is

3.54 x 90% + 0.44
x
No. of shares u holding

2022-01-21 08:37

Khai Zam

dividend as expected but profit below expectation

2022-01-21 08:55

Pinky

@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

Khai Zam

@Pinky thanks for the clarification, btw wonder how to calculate dividend yield for that particular current qtr?

2022-01-21 11:27

Pinky

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

AlsvinChangan

Manager Fees is based on what?

2022-01-21 12:42

wensiang97

@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

Asia88

woohoo.

2022-01-21 14:37

Asia88

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

zen_2k

good yield... didnt expect to perform this well

2022-02-17 05:33

kllee

Received the dividend . Reinvest again .

2 months ago

Apeinvestor

8.19% dividend yield, NTA currently RM1.19 and price is ranging around RM0.90. What more to say?

2 months ago

Yippy68

so far, this counter giving very stable income

1 month ago

Yippy68

almost 5 folds of FD

1 month ago

Khai Zam

coming quarter will be good?

1 month ago

Pinky

suddenly so much buying interest?

1 month ago

Ivan_Invest

@Yippy68 , yeah one of the more stable REITs on the market

1 month ago

Yippy68

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

Yippy68

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

huat2223

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

Pinky

No need

1 month ago

Pinky

@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

Pinky

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

Bao2lai

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

Pinky

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

Bao2lai

"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

Bao2lai


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

Bao2lai

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

Pinky

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

Pinky

Huhu market reacting to Quill HSBC news?

1 month ago

Bao2lai

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

Pinky

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

SHOB

Pinky , the dividend for KLCC reit will it be higher.

1 week ago

Pinky

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

NoBrainerLor

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

SHOB

thanks for the value sharing Pinky & NoBrainerLor.

1 week ago

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