Posted by JSKDVenture > 2021-09-06 09:12 | Report Abuse

From the analyst briefing sounds like further acquisitions is around the corner ... potential share dilution due to private placement coming up which is going to impact the short term yield ... maybe the reason why a large fund has been queuing in the afternoon sessions to dispose over 5+mil stock ... beware of buying high guys

Posted by Windy1974 > 2021-09-07 23:39 | Report Abuse

REIT is boring and it's for passive investors like me who long for dividend income. You can diversify your REIT portfolio into different REIT segments. (or countries) YTLREIT is my favourite REIT in Malaysia due to owner's integrity, travel segment (i believe in the long run travel segment will flourish. As per Jack Ma. Not so sure about shopping malls) and relative high dividend yield in 2023 onwards.
YTLREIT holders are gonna benefit from the extra income for delayed rental for the period of 2020 - 2023. We are gonna get a gross yield of 4% this year? How much are you getting for FD? i don't know since i don't have money in FD.
Potential share dilution indeed is possible. However, as per the management advise, it's gonna be income generating assets. Yield will only be affected when incoming acquisitions are getting less favourable yield than current assets. From YTLREIT track records, i doubt this will happen. Hence, worst case scenario, same yield.
As for the large fund queuing 5+mil stock, let's not read too much into it. Buy q and sell q could be a guideline but not definitive. Only top 26 shareholders can q so much and they are either YTL affiliates or unit trust. I would say you won't q 5mil on board for such illiquid counter to scare off buyers.
I managed to buy average less than 200k shares per day by queuing huge sell q. It was to scare sellers

Posted by iskandar100k > 2021-09-08 15:40 | Report Abuse

Good dividend and good share appreciation ^_^

Posted by UncleFollower > 2021-09-14 21:05 | Report Abuse

No brainer when it was below 80c

Posted by JSKDVenture > 2021-09-17 10:36 | Report Abuse

Below 80c was a steal now the price might still pull back as they are goin to be raising capital soon ... need to hold this stock for another 2-3 years to see the full return to pre covid levels ... International travel will not normalize until 2024

Posted by zillionkoh > 2021-10-02 15:11 | Report Abuse

the market is so soft. A high-end hotels will not be a choice among average people.

Posted by JSKDVenture > 2021-10-03 13:41 | Report Abuse

True zillionkoh it will not reach pre Covid profitability until the inflow of tourists is back to normal which is expected to take another 1-2 years

Posted by JSKDVenture > 2021-10-03 21:11 | Report Abuse

https://www.thestar.com.my/business/business-news/2021/10/03/headwinds-mounting-for-world-economy-into-final-stretch-of-2021

Posted by valueplayer > 2021-10-04 14:46 |

Post removed.Why?

Posted by AlexT12 > 2021-10-15 07:02 | Report Abuse

hotel property will only gets better and nothing really can affect its performance if there is no pandemic, especially with Merck's new pill on progress now.

Posted by cn21 > 2021-10-17 09:42 | Report Abuse

https://www.theedgemarkets.com/article/edge-weekly-city-country-cover-story-hospitality-sector-heading-recovery

Hospitality sector heading for recovery

Posted by HexagonChamp > 2021-10-20 16:08 | Report Abuse

Hotel not yet bankrupt?

Posted by JSKDVenture > 2021-10-21 18:57 | Report Abuse

https://www.thestar.com.my/aseanplus/aseanplus-news/2021/10/21/flights-cancelled-schools-closed-as-china-fights-virus-outbreak Here we go again

Posted by iskandar100k > 2021-10-22 21:59 | Report Abuse

Just hold for another 10 years while enjoying dividends an sell at double the price..

Posted by WonderKid > 2021-11-22 22:03 | Report Abuse

watch out for QR
nee nooo neee noooo

Posted by valueplayer > 2021-12-10 15:25 |

Post removed.Why?

Posted by hs1109 > 2021-12-17 14:09 | Report Abuse

boss2 and gurus - YTL reit got chance kena privatized? good counter but scare to hold YTL leh

Posted by WonderKid > 2022-02-21 08:51 | Report Abuse

Australia has reopened its international borders kekekeke

Posted by Seanyew > 2022-02-21 11:37 | Report Abuse

RM1 soon

Posted by WonderKid > 2022-03-30 21:16 | Report Abuse

dividend innnnn yayyy

Posted by zillionkoh > 2022-10-04 01:41 | Report Abuse

this counter dividend not so optimistic. will come back to review again.

Posted by dragon328 > 2022-10-04 14:45 | Report Abuse

YTL REIT will start giving high dividends again from this FY2023, after the 2-year deferred rental program finished by June 2022. With COVID pandemic under control now and Japan borders re-opened, things are looking up for YTL REIT as well as its parent YTL Corp. There is huge potential for its Niseko landbank to be developed over next 10-15 years and substantial value (as high as USD6 to USD7 billion) to be unlocked

https://klse.i3investor.com/web/blog/detail/dragon328/2022-10-02-story-h1650023261-YTL_The_Journey_Continues_to_the_Land_of_Rising_Sun

Posted by FreshNoob > 2022-11-01 16:09 | Report Abuse

Dividend magic.

Posted by dragon328 > 2022-12-06 15:32 | Report Abuse

for those interested in knowing more about YTL Power business in Singapore

https://klse.i3investor.com/web/blog/detail/dragon328/2022-12-06-story-h-303952239-YTL_Power_the_Rising_Power_in_Singapore

Posted by Justmeme > 2023-01-13 16:25 | Report Abuse

Should be anouncing div soon ?

Posted by Opportunate > 2023-01-16 15:58 | Report Abuse

Dividend announcement will be during QR by end of Feb. I'm expecting 3.5 to 4 sen of dividend. Full year 8 to 9 sen

Posted by pang72 > 2023-02-04 16:06 | Report Abuse

Another China 大妈 related stock.

Posted by speakup > 2023-02-04 21:49 | Report Abuse

Sai lang

Posted by Windy1974 > 2023-02-22 11:21 | Report Abuse

with so much uncertainty on the economic outlook in 2023, i have decided the safest place is to accumulate more REITs. At least you can get 6% dividend if nothing else and YTLREIT i am expecting 8% yield when i q more at RM1 helping you all to push up the price

Posted by pang72 > 2023-02-23 19:54 | Report Abuse

YTLREIT gets back to precovid earning slowly.
6% dividend expected minimum!
Congrate everyone

Posted by Skywalker00 > 2023-03-17 00:25 | Report Abuse

Errr Anyone knows what’s going on ?... looks like jack and Jill went up the hill.....

Posted by hng33 > 2023-07-12 15:03 | Report Abuse

bought at 97-97.5sen

Posted by Justmeme > 2023-07-12 20:37 | Report Abuse

Think coming Dividend maybe spectacular that is why it is up daily

Posted by hng33 > 2023-07-12 22:38 | Report Abuse

Recent revaluations increased the net asset value by RM 150m or 9 sen per unit of YTL REIT

Posted by bullrun2025 > 2023-07-13 21:14 | Report Abuse

@hng33, 150M or 15M?

Posted by hng33 > 2023-07-14 15:50 | Report Abuse

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3362284

Revaluation increase REITS properties value by RM 150m

Posted by bullrun2025 > 2023-07-14 16:33 | Report Abuse

Revaluation increase 150M any benefits to ytl reits earnings?

Posted by hng33 > 2023-07-17 17:01 | Report Abuse

Staycations and short hops around South-east Asia seem to be making a comeback, noted YTL Hotels’ chief, as travel demand continues to remain strong after the initial wave of post-lockdown revenge travel.

Mark Yeoh Seok Kah, executive director of YTL Hotels, told TTG Asia that there has been an “upswing in demand on Fridays, Saturdays and Sundays” for YTL properties in its home country Malaysia.

https://www.ttgasia.com/2023/07/06/ytl-hotels-sees-strength-in-south-east-asia-markets/

Posted by Justmeme > 2023-07-19 21:08 | Report Abuse

Dividend Season

Posted by hng33 > 2023-07-27 15:37 | Report Abuse

added more YTLREITS at 97sen

Posted by speakup > 2023-07-27 21:17 | Report Abuse

Amazing this ytlreit. All reits drop but this one up up

Posted by Justmeme > 2023-07-31 16:58 | Report Abuse

Div annoucement this week

Posted by JSKDVenture > 2023-07-31 17:22 | Report Abuse

Probably tom

Posted by hng33 > 2023-07-31 19:48 | Report Abuse

Much higher final dividend 4.38sen declared

Posted by Justmeme > 2023-07-31 19:58 | Report Abuse

This is a big bonus

Posted by Windy1974 > 2023-08-01 09:27 | Report Abuse

Yes. I am expecting full year 7 to 8 sens. No complain but YTL should revise higher upon lease expiry and i expect YTL to do so as they are fair to their shareholders

Posted by Cryptolover > 2023-08-01 10:08 | Report Abuse

7cs dividend whole year, not bad at all

Posted by hng33 > 2023-08-01 11:14 | Report Abuse

sold at 1.01

Posted by speakup > 2023-08-01 11:18 | Report Abuse

U tell ppl buy then u sold?

Posted by Justmeme > 2023-08-04 10:58 | Report Abuse

KIPSreits and YTLreits are the top now and steady income. Buy this 2 and retire in peace