Posted by lsmpro888 > 2020-04-27 09:46 | Report Abuse

this one seems good...

Posted by benjajaj > 2020-04-30 15:16 | Report Abuse

lol this QR shows before MCO only... Imagine the next QR

Posted by alant812 > 2020-04-30 21:20 | Report Abuse

ya after mco also green in colour the result. good prospect

Posted by mspotato > 2020-05-01 17:29 | Report Abuse

This young CEO of KIP REIT, Valerie Ong, instagram very interesting:

https://www.instagram.com/valerie.ong/?hl=en

Her collection of luxurious bags can match Rosmah

Posted by CAWALLUK > 2020-05-05 02:38 | Report Abuse

Excellent results considering the effects the Chinese Virus has had on retail confidence.

Posted by Lyo82 > 2020-05-07 17:11 | Report Abuse

Valerie Ong is the daughter of KIP co founder Ong Kook Liong.
Yea she is stylish and quite high profile, which is different from KIP prudent and conservative approach. Hopefully she can attract more youngsters to invest here.

Posted by Teemo Tee > 2020-05-14 12:18 | Report Abuse

this price can entry?

Posted by investory321 > 2020-05-15 12:27 | Report Abuse

with the dividend and upcoming qtr dividend estimate, price shud move back to 0.90

Posted by Value Investor Coo1eo > 2020-05-15 12:39 | Report Abuse

KIP mgmt is different...

Posted by xctznmunhon > 2020-05-16 12:14 | Report Abuse

Below 0.8 soon

Posted by xctznmunhon > 2020-06-02 18:06 | Report Abuse

Volume very small

Posted by xctznmunhon > 2020-06-02 18:07 | Report Abuse

This can keep . Price stable

Posted by Value Investor Coo1eo > 2020-06-04 10:21 | Report Abuse

@andr - explain best REIT in the market.....2 properties already going towards foreclosure. long term e-commerce will out all the petty traders out of business.
look at logictics la...retail mall rents are going down down down

Posted by Value Investor Coo1eo > 2020-06-04 21:35 | Report Abuse

going to test 78 sen

Posted by andr > 2020-06-09 17:36 | Report Abuse

better and cheaper than AXREIT

Posted by Value Investor Coo1eo > 2020-06-10 12:26 | Report Abuse

better than AXREIT? how is that?

Posted by terence775 > 2020-06-16 18:52 | Report Abuse

Better is subjective. But in terms of value, KIPREIT is definitely a better value than AXREIT which is overpriced. But I would argue the asset quality of AXREIT is better.

Posted by terence775 > 2020-07-29 19:19 | Report Abuse

Very good results from KipREIT considering this QR was supposed to be the "worst" due to MCO. Congratulations to all holders.

For those wondering why the results are "red", you may read their announcement for more details. but to summarise, it's due to unrealised losses of 13mil due to land valuation. Otherwise it would have been only -9% QoQ, which in my opinion is quite amazing considering the nature of their property and the times we are in.

They performed much better than many others.

Posted by foreverchung > 2020-07-29 19:26 | Report Abuse

Thanks Terence775 for going through the QR for us. And I agree that KipReit actually has a good insight within its board. I do hope that they continue to make wise business decisions.

Posted by terence775 > 2020-07-29 21:03 | Report Abuse

Chung, you're welcome. I always hope to share useful information here. Too much rubbish and nonsense otherwise. We all should do our part

Posted by CAWALLUK > 2020-07-30 04:20 | Report Abuse

Thanks to terence775 for the earnings explanation ... I agree the figures
are very impressive considering the situation. I have always had confidence in this company and believe it to be undervalued.One question I have about the dividend, could you kindly advise ? 0.3080 is taxable,1.2000 is non taxable and 0.0220 is tax exempt. Is the 1.2000
free of 10% dividend tax ? if it is, there has been a substantial increase in the dividend.

Posted by terence775 > 2020-07-30 09:41 | Report Abuse

Cawalluk, yes, good notice. That is true. So the dividend per share you shall receive is (0.308*0.9) +1.2+0.022=1.4992 sen.
This is higher than previous one which is (1.386*0.9)+0.1+0.034= 1.381sen.

Posted by Bryan Lee > 2020-07-30 15:29 | Report Abuse

collected some @ 0.825, good fundamentals stock with relatively high dividends! waiting for dividend 0.153 on ex date 12/8/2020!

Posted by terence775 > 2020-08-12 17:42 | Report Abuse

Nice, even market crazy also KipReit not affected. Get dividend some more.

Posted by youngshouse24 > 2020-08-29 18:01 | Report Abuse

Some observation when visiting KIP Mall Bangi:

https://bluescean.wixsite.com/mysite/post/%E9%A6%96%E8%AE%BFkip-mall-bangi

Posted by Bryan Lee > 2020-08-30 00:05 | Report Abuse

@youngshouse24 thanks for sharing the article! From reading this article, makes me feel happy as an investor, putting money into the right stock! Bright future ahead! This article very useful for us who don't live in KL area... I'm from Ipoh so I can tell you that Aeon Kinta City is one of the best malls in Ipoh, if not the best, catering to lots of Tamans surrounding it, i.e. Bercham, Ipoh Garden, Canning Garden etc. Heck, I live in Pengkalan but occasionally I still go there! Great acquisition by KIPREIT!

Posted by youngshouse24 > 2020-08-30 11:40 | Report Abuse

@Bryan Lee You're welcome, glad to know that you also an investor of KIPREIT. Agree with you, KIPREIT has potential to perform better with good management team and strategic location. As we are investing on REITs, fact finding is important. Thank you for sharing me the information, make me gain information about Aeon Kinta City. Hope to have more discussion with you about AMKC in the future.

If you are interested to know about KIP Mall Kota Warisan, Sepang, you may have a view on this article:
https://bluescean.wixsite.com/mysite/post/%E6%AC%A1%E7%AB%99%EF%BC%9Akip-mall-kota-warisan

Posted by investfuture > 2020-09-03 20:21 | Report Abuse

Kipreit(5280.KLSE) 2020 annual report analysis

中文：
https://vitamincash.com.my/zh_CN/2020/09/03/kipreit-jun2020-annual-report-summary/

english:
https://vitamincash.com.my/en_US/2020/09/03/kipreit-jun2020-annual-report-summary/

Posted by ronnie2u > 2020-09-03 23:13 | Report Abuse

KIPREIT will be moving to other sectors like logistics soon

Posted by youngshouse24 > 2020-09-05 20:19 | Report Abuse

VISIT TO AMKC: https://bluescean.wixsite.com/mysite/post/%E9%80%9B%E4%B8%80%E9%80%9B-aeon-mall-kinta-city-ipoh

Posted by Value Investor Coo1eo > 2020-09-09 15:49 | Report Abuse

Holland

Posted by youngshouse24 > 2020-09-12 21:25 | Report Abuse

Some info about KIP BANGI

https://bluescean.wixsite.com/mysite/post/kip-mall-bangi-%E8%BF%91%E5%86%B5%E5%A6%82%E4%BD%95%EF%BC%9F

Posted by terence775 > 2020-09-14 10:39 | Report Abuse

youngshouse24, I appreciate you doing site visits and sharing with all of us here.

Posted by Value Investor Coo1eo > 2020-09-15 16:56 | Report Abuse

please do Melaka and Senawang too

Posted by youngshouse24 > 2020-09-15 22:35 | Report Abuse

@ terence775 You're welcome. Just some simple fact find. Hope investors from Melaka, Senawang or Johor area may share their observation of KIP Mall.

Posted by Value Investor Coo1eo > 2020-09-16 09:23 | Report Abuse

I have visited Melaka last Friday. Very vibrant, good level of activity and occupancy esp on the ground floor. Toilets need upgrade....bad shape.

Posted by youngshouse24 > 2020-09-19 17:42 | Report Abuse

@ Coo1eo Thanks for your information provided, make us know the occupancy in KIP Mall is good.

Simple update about KIP Mall Kota Tinggi, Johor (occupancy):
https://bluescean.wixsite.com/mysite/post/kipmall-kota-tinggi-johor-%E8%BF%91%E5%86%B5%E5%A6%82%E4%BD%95%EF%BC%9F

Posted by ThePowerOfGlove > 2020-09-19 18:09 | Report Abuse

No movement at all

Posted by ThePowerOfGlove > 2020-09-19 18:09 | Report Abuse

Lagi tidor juga kah

Posted by ThePowerOfGlove > 2020-09-19 18:10 | Report Abuse

Still hibernating juga kah

Posted by ThePowerOfGlove > 2020-09-19 18:10 | Report Abuse

What la

Posted by ThePowerOfGlove > 2020-09-19 18:10 | Report Abuse

Apa daah

Posted by ThePowerOfGlove > 2020-09-19 18:11 | Report Abuse

Don't know when going to move

Posted by ThePowerOfGlove > 2020-09-19 18:11 | Report Abuse

No idea

Posted by ThePowerOfGlove > 2020-09-19 18:11 | Report Abuse

No clue at all

Posted by foreverchung > 2020-09-21 17:11 | Report Abuse

Company with good values, props to CEO Valerie as well for showing strong leadership with the group.

Posted by bearcomebullgone > 2020-09-25 12:31 | Report Abuse

ini ceo dia panasss hnnnggghhh

Posted by youngshouse24 > 2020-09-28 00:03 | Report Abuse

Some info about KIP Mall:

https://bluescean.wixsite.com/mysite/post/kip-mall-bangi-%E5%87%BA%E7%A7%9F%E7%8E%87%E6%9C%80%E5%B7%AE%EF%BC%9F

Posted by bearcomebullgone > 2020-09-28 21:40 | Report Abuse

hnnnnggghhh nak agm dah niiiii

Posted by Value Investor Coo1eo > 2020-09-29 10:23 | Report Abuse

Who is in AGM today?