weekly update 19/9/2014 + 國行維持利率的影響

大家都知道，REITs是對利率很敏感的投資工具，那麼這次國行維持利率對REITs有什麽影響呢？

答案是：短期沒有影響，自從國行在７月調整利率後，malaysia reits股價的上升已經全面反映了其影響，這次國行維持利率，相信對malaysia reits短期內沒有大衝擊。但是中長期必須注意的是malaysia reits股價漸漸爬高，而malaysia 10year bonds的利率也漸漸爬高，malaysia reits股價可能有下跌風險，股友請注意。

在９月１７日，malaysia 10year bonds的利率竟然高達４％以上，雖然今天守於３.９４９％，但是國債利率攀升正反映資金撤離大馬國債。

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 ，這是這個禮拜的malaysia reits weekly dividend yield update：

malaysia reit的average dividend yield為５.９５％，相比國債的３.９４９％，兩者差別少於２％，malaysia reits股價已偏高，股價難再往上升，可能會回調，股友注意。當然，也有分析說明REITs與國債的關係已不如過去明顯，但是，外資撤離是事實。

這是本週的weekly update:

ytlreit (5109)

closing price: 1.00（friday price)

opening price: 1.00 (monday price)

Nav: 1.2609 (latest revaluation)

gearing: 56.01%  (2013 annual report)

年報：Ytlreit (5109) part 1

detail click here

uoareit (5110)

closing price: 1.46 （friday price)

opening price: 1.46 (monday price)

Nav: 1.5002 (latest revaluation)

gearing: 40.68%  (2013 annual report)

年報：Uoareit (5110)part 1

detail click here

twrreit （5111）

closing price: 1.33（friday price)

opening price: 1.33(monday price)

Nav: 1.8178 (latest revaluation)

gearing: 20.26% (2013 annual report)

年報：twrreit (5111）part 1

detail click here

sunreit (5176)

closing price: 1.54 （friday price)

opening price: 1.52 (monday price)

Nav: 1.1787 (31/3/2014 quarter report)

gearing: 33.46%  (2013 annual report)

年報：Sunreit (5176) part 1 

 detail click here

qcapital (5123)

closing price: 1.16 （friday price)

opening price: 1.17 (monday price)

Nav: 1.3458 (31/3/2014 quarter report)

gearing: 37.98%  (2013 annual report)

年報：Qcapital (5123) part 1, part 2

detail click here

pavreit (5212)

closing price: 1.38 （friday price)

opening price: 1.38(monday price)

Nav: 1.1522 (31/3/2014 quarter report)

gearing: 19.12%  (2013 annual report)

年報：Pavreit (5212) part 1, part 2

detail click here

klcc (5235ss)

closing price: 6.68（friday price)

opening price: 6.68 (monday price)

Nav: 6.49 (31/3/2014 quarter report)

gearing: 19.52%  (2013 annual report)

年報：Klcc (5235ss) part 1

detail click here

igbreit (5227)

closing price: 1.28（friday price)

opening price: 1.29(monday price)

Nav: 1.0643 (31/3/2014 quarter report)

gearing: 29.16%  (2013 annual report)

年報：Igbreit (5227) part 1, part 2

detail click here

hektar (5121)

closing price: 1.51 （friday price)

opening price: 1.50 (monday price)

Nav: 1.5301 (31/3/2014 quarter report) 

gearing: 43.47%  (2013 annual report)

年報：Hektar (5121) part 1, part 2

detail click here

cmmt (5180)

closing price: 1.42 （friday price)

opening price: 1.42 (monday price)

Nav: 1.1960 (31/3/2014 quarter report)

gearing: 32.15%  (2013 annual report)

年報：Cmmt (5180) part 1

detail click here

axreit (5106)

closing price: 3.58（friday price)

opening price: 3.50(monday price)

Nav: 2.2275 (latest revaluation)

gearing: 36.37%  (2013 annual report)

年報：Axreit (5106) part 1, part 2

detail click here

atrium (5130)

closing price: 1.27 （friday price)

opening price: 1.26 (monday price)

Nav: 1.3509 (latest revaluation)

gearing: 30.17%  (2013 annual report)

年報：Atrium (5130) part 1

detail click here

arreit (5127)

closing price: 0.90（friday price)

opening price: 0.895 (monday price)

Nav: 1.0172 (latest revaluation)

gearing: 41.83%  (2013 annual report)

年報：Arreit (5127)  part 1, part 2

detail click here

amfrist (5120)

closing price: 0.96（friday price)

opening price: 0.975 (monday price)

Nav:1.2185 (2014 annual report)

gearing: 35.5%  (2013 annual report)

年報：Amfirst (5120) part 1  

detail click here

alaqar (5116)

closing price:1.46（friday price)

opening price: 1.44 (monday price)

Nav: 1.1774 (latest revaluation)

gearing: 47.09%  (2013 annual report)

年報：Alaqar (5116) part 1, part 2

detail click here

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實用資料：
MALAYSIA REITs實用資料下載
malaysia reit DY calculator
固定買入REITs回酬計算
大馬產托產業summary 

malaysia reits個別reits30大股東 

M-reits dividend record

M-reits announcement