Bought UOAREITS at 1.38. Based on UOAREITs 90% payout, it is expect to declare 5.2sen in next 2 week for its first half income distribution, give rise to yield about 3.77%, or annual yield 7.5%, more than 2x higher than current FD rate
UOAREITS is one of the top yield REITS, and better than its holding UOAdev. UOAREITs downside risk is limited, and price is well support by its recurrent at least 10.4sen income based on 90% payout, and trade at undemanding PE 11.5x, NTA RM 1.50
"Sime Darby was believed to be looking to acquire a REIT as a vehicle to monetise its commercial properties"- Star 3/7/14. Could UOA Reit become Sime Darby target due to high yield?
If you don have better other stock, then better opt to entitle dividend, if hold for next 1 year, then you stand to received total 3 set of semi-annual income, total yield more than 11%
As REITS business is very clear, and have payout policy at least 90% profit. Thus, the expected return is calculable, unless there is major new acquisition/insure new unit/rental termination, Its then depend on individual risk profile and investment horizon and should follow closely if there is any new development. In short, should make own decision in investment.
Try the "capture dividend strategy" to earn easy and good dividends from companies announcing income distribution with ex-date (XX) Jul/Aug 2014.
UOAReit giving 5.27 sen (Ex-date 01/08/2014), PavREIT giving 3.84 sen (Ex-date 01/08/2014), CMMT giving 4.53 sen (Ex-date 31/07/2014), and TWRREIT giving 3.83 sen (Ex-date 07/08/2014)
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
rfooecl
1 posts
Posted by rfooecl > 2012-11-07 15:47 | Report Abuse
uncertain