Posted by hng33 > 2016-01-26 10:25 | Report Abuse

Bought more MQREITS at 1.09-1.10

Posted by tanaloo > 2016-01-26 11:14 | Report Abuse

Oil & Gas segment of MQReit consists of 21% of the total tenant. This year would be bad. Must quickly sell after getting the dividend. Please refer to http://www.mrcbquillreit.com/properties_highlights.aspx?pageid=14

Posted by Beza > 2016-01-27 11:46 | Report Abuse

Not to worry. The tenure period is not ripe for most of all. If it need to sell, then KLCCReit need to sell faster. That's not the reason.

Posted by Beza > 2016-01-27 11:49 | Report Abuse

After all, so many tenants DHL, BMW, HSBC, TESCO etc. are not from oil and gas sector. You must have solid proof for your claim, tanaloo.

Posted by money888 > 2016-01-27 15:41 | Report Abuse

it will march higher in coming days for the dividend

Posted by supermix2 > 2016-01-27 23:33 | Report Abuse

so far the dividend given is very good indeed.

Posted by Beza > 2016-01-29 16:06 | Report Abuse

Marching from 1.10 to 1.17

Posted by supermix2 > 2016-01-30 15:03 | Report Abuse

My favourite reit counter as every year it had given me good dividend with fail.

Posted by zillionkoh > 2016-01-31 10:35 | Report Abuse

with or without fail?

Posted by supermix2 > 2016-01-31 15:27 | Report Abuse

If you take a look at it's portfolio, you will notice that almost all of it's own buildings are 90 to 100% occupied. This is a good sign indeed.

Posted by kingjason > 2016-01-31 15:47 | Report Abuse

Good, good REIT counter. I am still holding.

Posted by Mat Cendana > 2016-02-02 14:23 | Report Abuse

This counter is good for those who want reasonable dividends. Not likely to get a heart attack when it comes to price movements. "Old man/pensioner" type of counter with almost zero excitement. Even if one is more of a trader, I think should also have some lots of REITS to serve as ballast in the portfolio. When some sector is on a clear uptrend, can sell the REITS and use as capital. In the meantime, just wait for the dividends from this one.

Posted by Beza > 2016-02-02 14:36 | Report Abuse

Good idea, Mat Cendana.

Posted by supermix2 > 2016-02-04 00:22 | Report Abuse

This counter stays stagnant even though EPS had improved and dividend given is much higher. More it moves higher soon. I had ben keeping this counter for so many years already.

Posted by Asia88 > 2016-02-12 15:05 | Report Abuse

Any door gift at this company AGM? Any surpise for this company AGM?

Posted by shortinvestor77 > 2016-02-13 17:51 | Report Abuse

Many Reits Prices were pushed up yesterday. This is a new trend.

Posted by smartly > 2016-02-13 19:04 | Report Abuse

this one will go above 1.10 then :p

Posted by hng33 > 2016-02-15 11:45 | Report Abuse

Sold some MQREITS at 1.08, free up capital, prepare to subscribe Gamuda warrant at 25sen

Posted by hng33 > 2016-02-15 16:51 | Report Abuse

Sold off all MQCapital, free up all capital in REITS, prepare capital to subscribe Gamuda warrant

Posted by smartly > 2016-02-15 19:00 | Report Abuse

hng33, why don't you keep this for a little bit longer ?
judging from other reits surge recently there might be a surge for this as well..

Posted by shortinvestor77 > 2016-02-15 20:44 | Report Abuse

Agree with smartly.

Posted by supermix2 > 2016-02-15 23:23 | Report Abuse

smartly hng33, why don't you keep this for a little bit longer ?
judging from other reits surge recently there might be a surge for this as well..
15/02/2016 19:00


Exactly friend smarty, keep for longer time for better returns.

Posted by supermix2 > 2016-02-16 00:04 | Report Abuse

Long term investment for me on this counter as the dividend given is the highest among the REITS at more than 8%. Today bought another 150k more.

Posted by frleong2005 > 2016-02-16 00:47 | Report Abuse

I m about to buy this counter. Asia88 ask about door gifts during agm in Sime Darby. Nobody has release this knowlege about this subject.

Posted by youngblood29us > 2016-02-18 11:05 | Report Abuse

quill is not the highest dividend payer..tower/atrium/amanahraya are higher..

Posted by wisdomtot > 2016-02-18 20:38 | Report Abuse

Yield against today's price (based on FY15 DPU): Tower ~5.8%, Atrium~7.6%, ARReit~7.1%, MQReit~7.77%. Maybe yield for the others were higher based on last year's price, but on current price, MQ is one of the highest, second only to AXReit. However, Axreit's FY15 yield had seen a sudden drop. MQ appears to be the most solid REIT at the moment with long term tenancies. I stand to be corrected.

Posted by shortinvestor77 > 2016-02-18 22:30 | Report Abuse

Agree with wisdomtot.

Posted by MirageHotelPD > 2016-02-19 00:21 | Report Abuse

MQreit with close to full occupancy rate certainly provide promising returns. YTL REIT 2014/15 gave out Rm0.0725 after 10% withholding tax is another high DPU reit. With 15 years leasing tenancy agreement for Malaysia & Japan Hotels. YTL REIT provide quite secure DPU.

Posted by supermix2 > 2016-02-24 01:20 | Report Abuse

This counter though giving very high dividend of more than 8%, still lag behind in price. Hope it can go up to about RM1.30

Posted by Asia88 > 2016-02-24 11:51 | Report Abuse

Hope it is the next reit to shoot up.

Posted by shortinvestor77 > 2016-02-24 20:30 | Report Abuse

Yes, we hope that in this volatility where people look for stability.

Posted by Beza > 2016-02-25 15:05 | Report Abuse

Just start. 1.13

Posted by MirageHotelPD > 2016-02-25 16:22 | Report Abuse

During bad times, most investors will switch from Shares to Reits for stable income. That's why Malaysia & Singapore Reits moving North the few weeks

Posted by angiechai > 2016-02-26 09:25 | Report Abuse

hi, does anyone knows what the recent announcement about allocating shares to the mgmt. company means? will that be a dilution?

Posted by MirageHotelPD > 2016-02-26 12:04 | Report Abuse

angiechai, I guess you referring to 5/2/16 announcement. This is normal REIT Management company receive management fee by means of share placement.

Posted by Beza > 2016-02-26 16:11 | Report Abuse

Yes, it is a normal practice. But sometimes, Reit pays cash instead of shares.

Posted by angiechai > 2016-02-26 16:53 | Report Abuse

ok thank you very much both MirageHotelPD and Beza.... I was hoping maybe we can get bonus ha ha ha

Posted by MirageHotelPD > 2016-02-27 00:40 | Report Abuse

usually REIT will distribute out almost 100% cash flow (which minimum is 90%). Therefore, no much retain profit in cash for bonus....!

Posted by angiechai > 2016-02-29 16:24 | Report Abuse

ok MirageHotelPD, thank you very much for educating me on this

Posted by ykloh > 2016-02-29 23:54 | Report Abuse

surplueses arising from revaluation of property can be capitalised and distributed as bonus units.

Posted by MirageHotelPD > 2016-03-01 01:18 | Report Abuse

bonus units arising from revaluation! Theoretically, maybe can but not sure. No known of any REIT has done it and I think it serve no benefit since the price are very dependent of distribution (which is purely cash flow not asset). Surpluses of revaluation can only be realized only when the REIT dispose at gain and no further re invest. The gain (min 90%) will have to distribute to units holders in cash but not bonus units.

Posted by supermix2 > 2016-03-01 01:29 | Report Abuse

This Reit counter lack of buyers like IGBReit, CMMT, PavReit, etc. If ONLY there are more interested buyers, then I am confident the price will surpass RM2 for sure because of it's good earnings and paying high dividend returns too....the highest dividend paying REIT counter in whole Malaysia.

Posted by supermix2 > 2016-03-01 01:34 | Report Abuse

I had been collecting good dividend for around 5 years already and intent to keep it for long term income which is higher than the interest I get from banks FD. So far MQReit had serve me well.

Posted by Asia88 > 2016-03-01 11:03 | Report Abuse

AGM is on 13April 2016. No more march.

Posted by MirageHotelPD > 2016-03-02 01:33 | Report Abuse

if you are long term investor, why care about low price. Low price allow you to have more time to collect Real Cheap with high return property. Eventually, if the NTA & DPU keep going up. one day the price will go up to. Just hope it remains low for me to save more fund to buy..

Posted by Angielim9955 > 2016-03-02 03:51 | Report Abuse

Mirage hotel Ipd : hi mirage.if you don't mind can help me a a little bit ?
Because I have a few ytlreit .
However I find out ytlreit every quarter loss a lot of money and no improvement.
But the thing is ytlreit still can provide us high dividend like before.
I wonder every time rugi banyak banyak how can they still give high dividend .
Actually what is happening for ytlreit .
Because I almost cut loss but ytlreit still give me high dividend.

Migrahotel if you don't mind can teach me a little bit.
I very appreciate ?

Posted by mesosluffy123 > 2016-03-02 12:15 | Report Abuse

Hi Mirage, is it worth to buy in current price 1.12 ..hold long

Posted by Asia88 > 2016-03-02 13:38 | Report Abuse

YTLReit lose a lot of money because of paper lost.

Posted by MirageHotelPD > 2016-03-02 18:19 | Report Abuse

Angielim9955, In P&L, there are realise lost and unrealise lost. Realise means actually losing Cash flow causing cash reserve in hand reduce. Unrealise are those loses like valuation, currency lost but not transacted....But this kind of losses only on paper which do not involve cash flow out or do not causing Cash in hand reduce. The main reasons YTL REIT suffer paper losses are mainly due to loan in A$ and assets in A$. For eg, when A$ surge to RM3.3, YTL assets in Australia increase about 40% last year but the total loan equivalent to RM in A$ debt also increase ( But the assets increase still faster than A$ debt increase. That's why you see the assets suddenly increase to RM1.4/unit) but when A$ drop to around RM3, YTL REIT assets in Australia also reduce. But more importantly, these changes is only paper gain or loss which does not affect cash in hand.

Posted by MirageHotelPD > 2016-03-02 18:26 | Report Abuse

Under Malaysia REIT by laws, minimum 90% of the Cash in flow must distribute to unit holders. YTL REIT cash in flow still very stable as their properties in M'sia and Japan are lease out at fix rate for 15 years (with 5 yearly adjustment, which first increment will coming Nov). As for their Australia Hotels, all 3 hotels still making good money without losses. So, that's why YTL REIT still can give good dividend. If nothing go wrong, I'd expect total DPU for 2015/2016 higher than 2014/2015 cause the cash in flow is actually increase . Angielim, I'd think you should continue to hold this REIT if you don't need the cash urgently.