tag:blogger.com,1999:blog-6729142433840719999.post8737454360001463718..comments2024-03-28T15:48:08.036+08:00Comments on 第一天投资理财日记: Pavreit(5212) 上半年业绩分析第一天http://www.blogger.com/profile/04606562688559885619noreply@blogger.comBlogger22125tag:blogger.com,1999:blog-6729142433840719999.post-6480259011773758312021-09-21T20:59:41.199+08:002021-09-21T20:59:41.199+08:00有点卡住。。所以还是要回来面对这个问题,要拉过去的财报出来看看做点功课了 =。 =有点卡住。。所以还是要回来面对这个问题,要拉过去的财报出来看看做点功课了 =。 =刘熊https://www.blogger.com/profile/04720735392314672632noreply@blogger.comtag:blogger.com,1999:blog-6729142433840719999.post-57145444908354492212014-07-21T22:30:35.051+08:002014-07-21T22:30:35.051+08:00还好,不客气~。~还好,不客气~。~第一天https://www.blogger.com/profile/04606562688559885619noreply@blogger.comtag:blogger.com,1999:blog-6729142433840719999.post-37967728860307728952014-07-21T22:23:33.975+08:002014-07-21T22:23:33.975+08:00你真幽默 =) 谢谢你~你真幽默 =) 谢谢你~Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6729142433840719999.post-64026806472935558522014-07-21T20:05:23.556+08:002014-07-21T20:05:23.556+08:00我说笑罢了,希望你别介意^_^。虽然我不确定你的英文是写什么,不过肯定我计算方法肯定没有你想象的专业...我说笑罢了,希望你别介意^_^。虽然我不确定你的英文是写什么,不过肯定我计算方法肯定没有你想象的专业,我是计算增长后,估计他明年的增长,再参考过去的合理yield:)第一天https://www.blogger.com/profile/04606562688559885619noreply@blogger.comtag:blogger.com,1999:blog-6729142433840719999.post-55884402423519768372014-07-21T18:02:07.976+08:002014-07-21T18:02:07.976+08:00我哪敢考你?只是请教请教~
是用类似discoubted cash flow的方法吗?
我哪敢考你?只是请教请教~<br /><br />是用类似discoubted cash flow的方法吗?<br /><br />Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6729142433840719999.post-80108317920200992452014-07-21T15:41:42.953+08:002014-07-21T15:41:42.953+08:00不客气~。~不客气~。~第一天https://www.blogger.com/profile/04606562688559885619noreply@blogger.comtag:blogger.com,1999:blog-6729142433840719999.post-84172085893034410762014-07-21T14:13:10.563+08:002014-07-21T14:13:10.563+08:00OIC。。原来如此!谢谢解说^^OIC。。原来如此!谢谢解说^^Milo Aishttps://www.blogger.com/profile/11040773377565160465noreply@blogger.comtag:blogger.com,1999:blog-6729142433840719999.post-63791505646747937582014-07-21T12:29:35.435+08:002014-07-21T12:29:35.435+08:00不是啦~。~,你可以留意到它除权日有两天,但是你应该也留意到 (Amended Announceme...不是啦~。~,你可以留意到它除权日有两天,但是你应该也留意到 (Amended Announcement)字眼吧~。~,代表有改,以后者为准~。~<br /><br />4.41sen x 0.9 = 3.969 (reit 是 10%的)<br />而后面的0.12 sen就免税:)第一天https://www.blogger.com/profile/04606562688559885619noreply@blogger.comtag:blogger.com,1999:blog-6729142433840719999.post-76783403447005610842014-07-21T09:36:45.843+08:002014-07-21T09:36:45.843+08:00天兄,我发现REITS的股息(租金)除权日好像比较难查出来。比如CMMT, 我在HLB tradin...天兄,我发现REITS的股息(租金)除权日好像比较难查出来。比如CMMT, 我在HLB trading platform中看到CMMT旁边出现"C",代表公司公布股息了,可是click进announcement中只能看到它的季报,当中没有注明股息除权日,只是说dividend per share= 2.21(current yr quarter), 4.53(current yr to date). 这个意思是说CMMT将股息累积起来半年派一次instead of 每季都派对吗?<br /><br />我再到BURSA网站,发现CMMT的Announcement如下:<br /><br />Income Distribution<br />EX-date: 04 Aug 2014<br />Entitlement date: 06 Aug 2014<br />Entitlement description: Income distribution of 4.53 sen per unit (of which 4.41 sen per unit is taxable and 0.12 sen per unit is tax exempt in the hands of unitholders) in respect of the period from 1 January 2014 to 30 June 2014.<br /><br />17 Jul 2014<br />Income Distribution<br />EX-date: 31 Jul 2014<br />Entitlement date: 04 Aug 2014<br />Entitlement description: Income distribution of 4.53 sen per unit (of which 4.41 sen per unit is taxable and 0.12 sen per unit is tax exempt in the hands of unitholders) in respect of the period from 1 January 2014 to 30 June 2014.<br /><br />为什么会出现两种不同的除权日期呢?还有它说4.41 taxable,意思是说我们要自己扣除多少巴仙的tax才知道真正的股息是多少对吗?<br /><br />谢谢!Milo Aishttps://www.blogger.com/profile/11040773377565160465noreply@blogger.comtag:blogger.com,1999:blog-6729142433840719999.post-36108058805606925552014-07-21T01:07:46.756+08:002014-07-21T01:07:46.756+08:00哦。。?考起我了XD
我是计算过它的盈利增长,认为他只值得这个价格,当然我也参考了过去的合理YIEL...哦。。?考起我了XD<br />我是计算过它的盈利增长,认为他只值得这个价格,当然我也参考了过去的合理YIELD,我认为不能低过5% Nett,所以比1.39低1SEN :)第一天https://www.blogger.com/profile/04606562688559885619noreply@blogger.comtag:blogger.com,1999:blog-6729142433840719999.post-20539285103158314752014-07-20T19:44:48.904+08:002014-07-20T19:44:48.904+08:00请问你是怎样推断出pavreit的合理价是rm 1.38?请问你是怎样推断出pavreit的合理价是rm 1.38?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6729142433840719999.post-71430596562633352282014-07-19T20:37:29.659+08:002014-07-19T20:37:29.659+08:00古月,Starhill Global Reit (retail reit) 在小新上市。旗下产业包括...古月,Starhill Global Reit (retail reit) 在小新上市。旗下产业包括Starhill Gallery 和 Lot10。:)boonchin.nghttps://www.blogger.com/profile/13837327834666862796noreply@blogger.comtag:blogger.com,1999:blog-6729142433840719999.post-52576107798656338282014-07-19T17:12:02.045+08:002014-07-19T17:12:02.045+08:00以上一次的功课来说
http://windscopo.blogspot.com/2014/05/ig...以上一次的功课来说<br />http://windscopo.blogspot.com/2014/05/igbreit.html<br /><br />目前比建议买入价高了4分,而比合理价低11SEN,所以如果你不介意那4分的话,我相信接下来的财报出炉,他的合理价又获得提高了,所以我认为可以买,但是别买太多~。~第一天https://www.blogger.com/profile/04606562688559885619noreply@blogger.comtag:blogger.com,1999:blog-6729142433840719999.post-51625748586751395332014-07-19T16:13:03.011+08:002014-07-19T16:13:03.011+08:00现在还可以买 igbreit 吗?现在还可以买 igbreit 吗?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-6729142433840719999.post-78517056538417662772014-07-19T13:01:06.346+08:002014-07-19T13:01:06.346+08:00我认为目前来说基本上是没有影响~。~我认为目前来说基本上是没有影响~。~第一天https://www.blogger.com/profile/04606562688559885619noreply@blogger.comtag:blogger.com,1999:blog-6729142433840719999.post-77551852469572750212014-07-19T12:16:04.347+08:002014-07-19T12:16:04.347+08:00原来如此,我还以为YTLreit=Satrhill添。
IGBreit要等到rm1.1xx,现在已经...原来如此,我还以为YTLreit=Satrhill添。<br />IGBreit要等到rm1.1xx,现在已经rm1.2xx了。<br />最近Goldis的消息会否影响IGBreit?Abraham Oh 古月https://www.blogger.com/profile/17339395054547286432noreply@blogger.comtag:blogger.com,1999:blog-6729142433840719999.post-90761231681428010582014-07-19T11:23:59.772+08:002014-07-19T11:23:59.772+08:00我个人最看好igbreit其次是sunreit:)
至于ytlreit嘛更正一下,不是retail ...我个人最看好igbreit其次是sunreit:)<br />至于ytlreit嘛更正一下,不是retail reit哦~。~第一天https://www.blogger.com/profile/04606562688559885619noreply@blogger.comtag:blogger.com,1999:blog-6729142433840719999.post-67333773107975655952014-07-19T11:03:53.825+08:002014-07-19T11:03:53.825+08:00如果以retail产业来比较,Pavretit,CMMT,Sunreit,IGBreit,YTLRe...如果以retail产业来比较,Pavretit,CMMT,Sunreit,IGBreit,YTLReit哪一个比较有成长的潜能?我手头有一粒Axreit,有意看看retail产业?Abraham Oh 古月https://www.blogger.com/profile/17339395054547286432noreply@blogger.comtag:blogger.com,1999:blog-6729142433840719999.post-49670079287484884372014-07-19T10:48:35.018+08:002014-07-19T10:48:35.018+08:00暂时还没宣布,但是通常是7月尾到8月头公布,然后8月尾到9月头派发:)暂时还没宣布,但是通常是7月尾到8月头公布,然后8月尾到9月头派发:)第一天https://www.blogger.com/profile/04606562688559885619noreply@blogger.comtag:blogger.com,1999:blog-6729142433840719999.post-72410966791705576532014-07-19T10:39:02.079+08:002014-07-19T10:39:02.079+08:00Sunreit几时有息派?Sunreit几时有息派?二世祖https://www.blogger.com/profile/11292173420708482855noreply@blogger.comtag:blogger.com,1999:blog-6729142433840719999.post-38176651716809636502014-07-19T10:32:10.550+08:002014-07-19T10:32:10.550+08:00office目前来说大部分都瓜了~。~,不过它office只占小数,所以我都是直接忽略掉它的~。~,...office目前来说大部分都瓜了~。~,不过它office只占小数,所以我都是直接忽略掉它的~。~,不过拉上补下啦~。~第一天https://www.blogger.com/profile/04606562688559885619noreply@blogger.comtag:blogger.com,1999:blog-6729142433840719999.post-12036872112485226042014-07-19T08:37:42.358+08:002014-07-19T08:37:42.358+08:00Pavreit 的 office segment revenue 没怎么好啊..
看他比去年同期比...Pavreit 的 office segment revenue 没怎么好啊..<br /><br />看他比去年同期比跌了 10%..<br /><br />还好只是占整体业绩的3.xx % 而已.Anonymousnoreply@blogger.com