2014年9月12日 星期五

weekly update 12/9/2014 + 怎樣投資malaysia reits產托

好像好久沒做這個weekly update了,希望讀者見諒。

以下是這個個禮拜個別malaysia reit的dividend yield,是不是說dy越高越值得買呢?理論上是沒有錯的,但是,我們投資是要看未來,不是現在,所以,現在dy高,不代表以後dy也一樣高,還得追踪產托公司發展,才有可能做到賺股息的同時賺股價差價。

難道你要買公司表現不好,股價遭拋售而導致DY變高的公司?

還是因為公司表現的越來越好,dividend不斷增高,股價不斷增高的公司?

最好的例子就是看回我的舊帖: 如果你在2009年買入REITs,今天你賺了多少?

如果你在2009年買入axreit,今天你的回酬超過250%,這就是股息+股價的結果,也應該是我們投資malaysia reits產托的目標~

所以,別單單看DY買入,DY只是一個參考。


建議新來的朋友看這一個舊帖,才能明白怎樣/為什麽計算average dividend yield, click here
今天的malaysia reit 的average dividend yield 是6.04%,而Malaysia 10-Year Bond Yield也上升到 3.994,reits與bond的落差只有2.046%,產托的股價開始走高,難道是為9月的升息做準備?
 
謝謝大家花寶貴的時間聽uncle吹水, 而如果你覺得malaysiareit.com不錯,請在blog的右上角給我們一個like或輸入您的email address讓我一直update您吧。

ytlreit (5109)
closing price: 1.00(friday price)
opening price: 0.99 (monday price)
Nav: 1.2609 (latest revaluation)
volume: 27935 (weekly total volume in lot)
gearing: 56.01%  (2013 annual report)
年報:Ytlreit (5109) part 1

uoareit (5110)
closing price: 1.46 (friday price)
opening price: 1.45 (monday price)
Nav: 1.5002 (latest revaluation)
volume: 8928 (weekly total volume in lot)
gearing: 40.68%  (2013 annual report)
年報:Uoareit (5110)part 1

twrreit (5111)
closing price: 1.33(friday price)
opening price: 1.34(monday price)
Nav: 1.8178 (latest revaluation)
volume: 2814(weekly total volume in lot)
gearing: 20.26% (2013 annual report)
年報:twrreit (5111)part 1

sunreit (5176)
closing price: 1.52 (friday price)
opening price: 1.47 (monday price)
Nav: 1.1787 (31/3/2014 quarter report)
volume: 88655 (weekly total volume in lot)
gearing: 33.46%  (2013 annual report)
年報:Sunreit (5176) part 1 

qcapital (5123)
closing price: 1.17 (friday price)
opening price: 1.17 (monday price)
Nav: 1.3458 (31/3/2014 quarter report)
volume: 2617 (weekly total volume in lot)
gearing: 37.98%  (2013 annual report)
年報:Qcapital (5123) part 1, part 2

pavreit (5212)
closing price: 1.38 (friday price)
opening price: 1.40(monday price)
Nav: 1.1522 (31/3/2014 quarter report)
volume: 63033 (weekly total volume in lot)
gearing: 19.12%  (2013 annual report)
年報:Pavreit (5212) part 1, part 2

klcc (5235ss)
closing price: 6.61(friday price)
opening price: 6.68 (monday price)
Nav: 6.49 (31/3/2014 quarter report)
volume: 13693 (weekly total volume in lot)
gearing: 19.52%  (2013 annual report)
年報:Klcc (5235ss) part 1

igbreit (5227)
closing price: 1.29(friday price)
opening price: 1.27(monday price)
Nav: 1.0643 (31/3/2014 quarter report)
volume: 122740 (weekly total volume in lot)
gearing: 29.16%  (2013 annual report)
年報:Igbreit (5227) part 1, part 2

hektar (5121)
closing price: 1.50 (friday price)
opening price: 1.50 (monday price)
Nav: 1.5301 (31/3/2014 quarter report) 
volume: 4829 (weekly total volume in lot)
gearing: 43.47%  (2013 annual report)
年報:Hektar (5121) part 1, part 2

cmmt (5180)
closing price: 1.42 (friday price)
opening price: 1.44 (monday price)
Nav: 1.1960 (31/3/2014 quarter report)
volume: 17371(weekly total volume in lot)
gearing: 32.15%  (2013 annual report)
年報:Cmmt (5180) part 1

axreit (5106)
closing price: 3.50(friday price)
opening price: 3.45(monday price)
Nav: 2.2275 (latest revaluation)
volume: 12782 (weekly total volume in lot)
gearing: 36.37%  (2013 annual report)
年報:Axreit (5106) part 1, part 2

atrium (5130)
closing price: 1.26 (friday price)
opening price: 1.27 (monday price)
Nav: 1.3509 (latest revaluation)
volume: 495 (weekly total volume in lot)
gearing: 30.17%  (2013 annual report)
年報:Atrium (5130) part 1

arreit (5127)
closing price: 0.895(friday price)
opening price: 0.90 (monday price)
Nav: 1.0172 (latest revaluation)
volume: 15862(weekly total volume in lot)
gearing: 41.83%  (2013 annual report)
年報:Arreit (5127)  part 1, part 2

amfrist (5120)
closing price: 0.975(friday price)
opening price: 0.955 (monday price)
Nav:1.2185 (2014 annual report)
volume: 11491 (weekly total volume in lot)
gearing: 35.5%  (2013 annual report)
年報:Amfirst (5120) part 1  

alaqar (5116)
closing price:1.44(friday price)
opening price: 1.47 (monday price)
Nav: 1.1774 (latest revaluation)
volume: 38001(weekly total volume in lot)
gearing: 47.09%  (2013 annual report)
年報:Alaqar (5116) part 1, part 2

6 則留言:

  1. 我还是等待大跌加进。

    回覆刪除
  2. 产托最容易玩的,逢低加码就对了~。~

    回覆刪除
  3. 請问sunreit旗下包括那些资产呢?谢谢

    回覆刪除
    回覆
    1. hi chua,

      請login to 這個 url http://www.malaysiareit.com/p/blog-page_26.html

      我之前已經整理出來了~謝謝

      刪除

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