Posted by titus > 2015-01-23 09:36 | Report Abuse

UOAreit dividend will continue to increase year after year and it is very stable. My company is a tenant in 1 of the building. We signed a 3+2 contract which 3 yrs end by June 2015. The landlord is allowed to increase 15% for the subsequent 2 yrs. Market price has increase 30% from the our origial rental. UOAreit is not afraid of no tenant as constantly tenants above our floor are asking what is our long term plan and do we intend to cut down on office size as they are interested to take up more space. Generally rental in klang valley increase 20-30%. If most of UOAreit tenancy contract end by this year, you can se a automatic increase in revenue by 15-20% in next year as new tenancy rate locked i.

Posted by superman11 > 2015-01-23 10:37 | Report Abuse

Why LBS better? can u help to elaborate... thanks bro

Posted by Xiao Mi > 2015-01-23 10:44 | Report Abuse

I sold my share at 1.58 because the profit is higher than the dividend :)

Posted by superman11 > 2015-01-23 11:59 | Report Abuse

Xiao mi: depend hw u view the thing.. earn the price diff is one shot.. but dividend is continuously

Posted by Xiao Mi > 2015-01-23 14:18 | Report Abuse

:) yes, I will monitor and buy again when good price ..

Posted by titus > 2015-01-23 15:44 | Report Abuse

wow...never thought it will cross 1.60. Selling some too as I have quite substantial in reits.

Posted by Xiao Mi > 2015-01-23 15:56 | Report Abuse

oh no..it is now 1.62!

Posted by yuanlong57 > 2015-01-23 18:06 | Report Abuse

Titus, thanks for your confidence booster.

Posted by yuanlong57 > 2015-01-23 18:17 | Report Abuse

Xiao Mi: I use a similar strategy. However, I only sold 1/3 of my accumulated units. Yes, in a way the profit much higher than the default dividend. The sum of my default dividend (2/3) and the profit generated from disposal of 1/3 gives me an overall much higher income.

Posted by derricksyl > 2015-01-23 22:20 | Report Abuse

TP 1.70 IF DIV 2015 CAN GET 0.06 IN 1/2Q

Posted by titus > 2015-01-24 10:01 | Report Abuse

Yuan long, u r welcome. I accumulate alot at 1.40+ as i looking at the dividend. Good economy o bad ecconomy, tenant nd to pay rent as they are bind by contract. Sometimes ppl will argue if rent go increase, company can move. Plenty of office nowsday. Normally it is not that straight forward. Company has put in alot capex and it normally depreciate 7-10 yrs. Better to pay the increase than relocate. Reinstament is another huge cost. So die die also wil stay especially during bad times. To minimize capex. That wat my manegement is doing.

Posted by yuanlong57 > 2015-01-24 16:25 | Report Abuse

Titus, good explanation.

Posted by chongkonghui > 2015-01-25 17:42 | Report Abuse

哇！

Posted by chongkonghui > 2015-01-25 17:46 | Report Abuse

ECB QE finally came and will last years..... too much money no where to go.... will push quality counters up to sky.

Posted by titus > 2015-01-26 10:45 | Report Abuse

hitting all year high. Really never expected this.

Posted by Xiao Mi > 2015-01-26 10:46 | Report Abuse

Yes lo.. never expected this

Posted by derricksyl > 2015-01-26 10:50 | Report Abuse

BULL RUN ............

Posted by yuanlong57 > 2015-01-26 12:00 | Report Abuse

Go, go, go. I think, due to volatile market, lots of investors are attracted to REIT for stable income.

Posted by yuanlong57 > 2015-01-26 12:05 | Report Abuse

Musim income distribution! Mari, mari, dapati rezeki tinggi.

Posted by yuanlong57 > 2015-01-26 12:10 | Report Abuse

It seems REIT counters PavReit & CMMT also having bullish run at 1.60

Posted by prudence > 2015-01-26 13:36 | Report Abuse

how high do you think uoareit can sustain??

Posted by yuanlong57 > 2015-01-26 13:45 | Report Abuse

Between today and ex-date 4 Feb, about 8 days left for trading. I trust UOAREIT can sustain up to 1.80. Hopefully more institutional investors, trusts organisation come in big way.

Posted by titus > 2015-01-26 15:27 | Report Abuse

hi yuan long, hope it will reach the TP u state here. I'm taking some money off as I believed once div paid, it will drop below 1.60. I will accumulate on weakness.

Posted by assaji > 2015-01-26 15:51 | Report Abuse

At RM1.70, the yield is only 6.2%, still well above a number of other Reits.

Posted by yuanlong57 > 2015-01-26 16:53 | Report Abuse

Yes, Titus. I'm also disposing some REIT assets and accumulate afresh after dividend payment. Since UOAREIT pays income distribution 2 times per year, I have about 5 months to accumulate low again for dividend collection in second half of year.

Posted by chongkonghui > 2015-01-26 22:00 | Report Abuse

Once met the target profit, sell and pocket profit, else just on paper.

BUT, will I miss it like AXREIT again?

Posted by verbatin1969 > 2015-01-26 22:18 | Report Abuse

anything brewing with UOA reit? has been going up the past few day and may consider selling. I bought at $1.07 (i think so) many year back.

Posted by chipekteh > 2015-01-26 22:19 | Report Abuse

Based on last 2 declared income distribution, nett of tax is 0.087075/1.72, Dividend yield is 5.0625%. STAR publication going to declared nett tax of 9 sen in feb. Total dividends 18 sen. Dividend yields 7.14% based on today price of 2.52.

Posted by yuanlong57 > 2015-01-26 22:26 | Report Abuse

Wah, verbatin1969, if you sell you get special brew dividend at today's closing 1.72.

Posted by verbatin1969 > 2015-01-26 22:45 | Report Abuse

yuanlong57, sorry don't get you. what special brew dividend?

Posted by yuanlong57 > 2015-01-26 22:49 | Report Abuse

I mean you getting very good profit as your buying price so low at 1.07

Posted by verbatin1969 > 2015-01-26 22:56 | Report Abuse

Oh i see most of my reits are bought back in 2006 and kept until now.

Posted by yuanlong57 > 2015-01-26 23:15 | Report Abuse

Assuming 10000 units, your profit today is RM6,267.33.

Posted by verbatin1969 > 2015-01-27 07:21 | Report Abuse

I have 41,800 UOA reits. Does it make sense to sell UOA reits and buy Amfirst reit? Both are office reits but Amfirst is trading at discount to NAV.

Posted by chongkonghui > 2015-01-27 09:30 | Report Abuse

RM1.72 is a married deal, cross-over only. Retailer investor now can not sell at 1.72

Posted by yuanlong57 > 2015-01-27 09:42 | Report Abuse

Verbatin, does it not make sense to sell some UOA Reits for profit-taking after keeping for 8 years? Even if you cannot sell at 1.72 today, you still make hefty profits. Maybe you can mobilise some UOA Reits sales proceeds to acquire Amfirst. This twin-winning strategy enables you to reap profit from UOA Reits and acquire new Amfirst assets. Just a view.

Posted by assaji > 2015-01-27 11:14 | Report Abuse

Last two dividends net of tax gives 10.08 sen. On 1.72, it still is a fairly good 5.9% yield. Better than PAvreit.

Posted by titus > 2015-01-27 15:00 | Report Abuse

seem like reits is having a bull run. I'm rebalancing my portfolio and taking opportunity of stronger reits pricing.

Posted by yuanlong57 > 2015-01-27 15:08 | Report Abuse

Titus, wish you a bountiful harvest of REITs in ushering the Chinese New Year. This year of goat has been kind to me too.

Posted by yuanlong57 > 2015-01-27 15:09 | Report Abuse

RM1.76 now. TP RM 1.80 almost near.

Posted by titus > 2015-01-27 16:30 | Report Abuse

arreait and pavreit is falling back. I believed uoareits will follow. this is my personal view only. Hope it can continue to fly and benefit those holding it. I think i will sell my last batch if it reach 1.80 :)

Posted by yuanlong57 > 2015-01-27 16:35 | Report Abuse

Assign your RM 1.80 to GTD to put yourself on priority mode to secure your deal.

Posted by yuanlong57 > 2015-01-27 16:50 | Report Abuse

Pavreit out steam because ex-date 27 Jan

Posted by verbatin1969 > 2015-01-27 20:14 | Report Abuse

I sold 10,000 at 1.71 and 10,000 at 1.75 today. 5.9% yield may still be higher than FD and in my opinion, I dont think office reit deserve a premium to NAV unless you are a health reit.

Are their properties located in area where there are under supply such that they deserve a premium? Sorry I am from Singapre so that familiar with the property market in Msia.

Posted by verbatin1969 > 2015-01-27 20:18 | Report Abuse

Yuanlong57, been Holding UOA for many years and they don't make many acquisition. Not really sure of Amfirst is a better value now but at least Amfirst is trading at higher yield and a discount to NAV. But heard Amfirst properties are located in areas where there are oversupply. Does UOA reit face this?

Posted by yuanlong57 > 2015-01-27 22:14 | Report Abuse

Verbatin1969, earlier comments from a forum member, Titus, quoted for your reference.

'UOAreit dividend will continue to increase year after year and it is very stable. My company is a tenant in 1 of the building. We signed a 3+2 contract which 3 yrs end by June 2015. The landlord is
allowed to increase 15% for the subsequent 2 yrs. Market price has increase 30% from the our origial rental. UOAreit is not afraid of no tenant as constantly tenants above our floor are asking what is our long term plan and do we intend to cut down on office size as they are interested to take up more space. Generally rental in klang valley increase 20-30%. If most of UOAreit tenancy contract end by this year, you can se a automatic increase in revenue by 15-20% in next year as new tenancy rate locked i.'

Posted by verbatin1969 > 2015-01-29 21:23 | Report Abuse

thanks Yuan long, seem that i sold at a good price. will be looking to buy back at near NAV

Posted by titus > 2015-01-30 08:01 | Report Abuse

i have sold too. looking to buy back when it is at weakness. 6-7% dividend is better than FD and with a potential of price appreciation. Well, it ponly happen once a blue moon and if manage to capitalise on that will give a good return. Wishing everyone here to continue to make good and safe money.

Posted by yuanlong57 > 2015-01-31 22:08 | Report Abuse

Verbatin1969, Titus: I really feel very glad all of us to have the good fortune to earn some auspicious profits about 2 weeks before Chinese New Year. Don't have to wait payment date 27 Feb as sales proceeds handsomely exceed default income distribution.

Posted by verbatin1969 > 2015-02-04 22:32 | Report Abuse

yuanlong57, i still have UOA reit but i am actually hoping it to drop more so that i can buy back what i had sold