KLSE (MYR): KIPREIT (5280)
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0.895 - 0.90
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good buy, safe haven! ... can sleep all in ... sure kaya!
@alex No need, the tax is collected when they pay us, just keep the tax voucher for 7 years.
Thank you @xiaoGinna6969
Agree with Value Investor Coo1eo. Over forecast the growth and occupancy without fact find is a risk.
My piggy bank, KIPREIT
Something is happening here....any insights?
WOW, money come
Piggy bank is good for long term. Make many on dividend, share price is solid, just like another sunreit.
recent price stable
What is Brewing? It is heading towards RM1 steadily
Of course it will be above Rm1 soon. Go fact-finding and you will know. For me , just add more quietly. And someone mentioned without Kinta City, Kipreit will tanked.
If not for Kinta City, this REIT's revenue and earnings would have been impacted FY20 & FY21 - that is a fact.
Moving forward, with full reopening and optimism surrounding the promise of new shareholder/investor as well as mgmt guidance to diversify this REIT i guess the market is finally waking up and fairly appraising the valuation...to be closer to NAV
interest rates going up....so i guess REITs will take a beating
RM210m Borrowings is fixed rate
RM100m Borrowings is floating rate
every 0.25% interest rate interest, then reduce RM250k per year.
KIPREIT annual net profit about RM30m+-
So got significant interest impact?
Based on your calculation, KIP's earnings will be impacted around 1%
Other REITs will significant floating rate will be impacted more I guess.
But do note that this there are more rate hikes in the pipeline. And there is not much scope for rental revision should we experience a recession.
Valuer Investor Coo1eo, theoritically is 1%, but dont forgot about the rental revision in this 1-2 years as well. i think by 2024 the Company interest rate increase impact can be consider insignificant due to their most borrowings in fixed interest instrument.
Any comments on the new deal? Gross Property yield is only 6.5%
Share Placements will dilute EPS and DPS.....more leverage will be exposed to the new norm higher rates.
Where is the Growth?
Value Investor Coo1eo Aiyo, ambil 2.1 cents first loh, some more today hit 0.925. Complaint banyak banyak also tak bagi discount punya.
Any one know , who is keep on buying Kipreit now at RM0.895 ?
Large volume today at RM0.895, it seems that someome keep on buying
@john2633 it's because the directors are buying.
This is a no nonsense counter in Bursa and expect to have steady and consistent income for shareholders.I can guarantee you that
Interview with Eddie Ong...
Sometimes the questions tell us more than the answers.
Very well written @StreetAnalyst. Fully agree with your assessment and FV estimate of KIP. Kudos
Thanks @Coo1eo, ur encouragement is the great motivation for me to continue blog writing…
anyone attended the AGM? anything interesting?
“Moving forward, office REITs would have to cater to the demands of the next generation of workers with features such as on-site childcare or private space at the office, allowing for the benefits of work-from-home at the office,” RHB said.
On the environmental, social and governance (ESG) front, the panelists agreed a proper long-term strategy should be the goal, rather than simply reacting to external pressure, especially as the focus on ESG would move beyond operational to supply chain in the near future.
My previous post here was removed due to unknown reason... I believe some group of ppl in i3 are attacking my account...
Seems like most don't like the PP and the acquisition
Fuiyo...big volume 2 minutes ago
Ada news ka?
Beautiful chart...low supply at mark up stage
Do anyone knows why this counter the margin value is lower or cap it at a lower price ?. Only at about 60% value. Is this Reits a potential danger.
1. Relatively new listing
2. Small market capitalisation
My rough guess
So is this results good or bad? Reduced DPU
if not because of "Goreng King" Eddie Ong, this Kipreit will only be 70sen
@speakup so u think KIPREIT is overpriced at 91 sen?
QR is very good mah..
It is affected by one off bla Bla expense..
Management guides better QR coming because new acquisition.
That why its up today!
New tp rm1. 05
Pang72... this is a very good report. Must be due to the acquisation of the industrial lots. Heard the annual rental is about 8.2 % but I am not sure
REASONS: GROWTH + YIELD + VALUE + TREND + EARNING STABILITY + GOOD FA
3 days ago
(1) 0.8400 sen per unit - taxable
(2) 0.7000 sen per unit - non-taxable and
(3) 0.0100 sen per unit - tax exempt.
10% tax, right? We need to declare in income tax? or no need
We will direct get = 1.55 sen (before tax) or 1.466 (after tax) into our account?
= 0.84 x 0.9 + 0.7+0.01 = 1.466 sen.