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2015/07/29

29072015 套利一点Karex转接SunCon


在SunCon上市前一天,我和爱人谈股票,就说很常发生早上股价大起,接下来就跌跌跌。我交待爱人别急。

其实hor,我也是很急的那个,要不是我先去煮饭,看到股价冲,我也会冲去买。

所以,不要太专注股市也是好事,得空就去煮饭,呵~^^

昨天我有加码到RM1.24 600股SunCon,连同免费股1302,累积至1902股。



温馨提醒,Karex股价涨得快,PE就更高,就除非业绩出来的EPS非常美丽,才能扯平。所以,不要看股价涨就冲动。

收到爱人的message说,他的朋友要找我给talk,如果不是估计市场走向,不是给股票tips,又是以分享积少成多理财投资经验为主,我应该不排挤。

再研究看看~
 
我必须给对一些新手的提问说“不”,转要求对方google search,因为我知道只要你有心,资料都可以找到。

说我厉害也好,说我串也好,说我现实也罢~

大家都是成年人,必须学会主动出击,主动翻贴,主动找自己所要的资料,而不是等人给。


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还要带点威胁的广告~还想看到歪歪在移民到隔壁洲后,继续有心写blog,就多多推广我的书^^



也许你也有兴趣阅读以下文章;

2015 IGBreit DY:股息率


2015/07/28

2015 IGBreit DY:股息率

2月2015宣布的股息;

Income Distribution of 3.9 sen per unit @ 3.82 sen taxable and 0.08 sen non-taxable for second half of 2014.

(3.82cents -10%) x 1000 = RM34.38
                                        + RM  0.80
                                        ------------
                                           RM35.18 (每1000股所收的净股息)


最新宣布的股息;

Income Distribution of 4.47 sen per unit @ 4.40 sen taxable and 0.07 sen non-taxable for the first half of 201


(4.4 cents - 10%) x 1000 = RM39.60
                                          + RM0.70
                                             -------
                                              RM 40. 3(每1000股所收的净股息)

2015年合计股息 RM35.18 + RM40.30= RM75.48

用IPO价格来计算: RM1.25

RM75.48 /RM1250 (成本价)= 6.03%


----

从季报看到的资料,这期的股息是派足100%净利。

Pursuant to the distribution policy in clause 17.1 of the deed of trust between IGB REIT Management Sdn Bhd (“Manager”) and AmTrustee Berhad (“Trustee”) dated 18 July 2012 (“Deed”), the Manager intends to distribute at least 90% of IGB REIT’s distributable income on a half-yearly basis for each consecutive 6-month period on and ending 30 June and 31 December of each financial year (or such other intervals as the Manager may determine at its absolute discretion). The Manager intends to distribute 100% of distributable income on a half-yearly basis for 6-month period ended 30 June 2015 and ending 31 December 2015.

 For the financial period ended 30 June 2015, the Manager declared an income distribution of 100% of distributable income amounting to RM155.0 million or 4.47 sen per unit (@ 4.40 sen taxable and 0.07 sen non-taxable), to be payable on 28 August 2015 to every unitholder who is entitled to receive such distribution as at 4.00 p.m. on 11 August 2015.

-----

IGBreit的股息分派提高,不过,对比季报的数字,这一季比去年同一季节随有进步。再另外对比这一季与上一季,则是稍微下跌

理由

For the current quarter, IGB REIT’s gross revenue was RM121.4 million, 3.2% lower compared with the immediate preceding quarter of RM125.4 million, mainly due to lower percentage rental income in current quarter. Net property income was RM86.3 million, 4.1% lower when compared with net property income of RM90.0 million in the preceding quarter, mainly due to lower percentage rental income in the current quarter.

Investment objectives and strategies

The Manager’s key objective for IGB REIT is to provide the unitholders with regular and stable distributions and achieve long term growth in NAV per unit, while maintaining an appropriate capital structure. The Manager intends to increase the income and the value of the investment properties through active asset management, asset enhancement initiatives, acquisition growth as well as capital and risk management strategies.

GST对于零售业有没有影响呢?

有,现在就看那个有能力生存下去,而能够生存下来的,以后就能变得更壮。

继续持有或卖出IGBreit?

只要持续持有手上的5072股IGBreit, 就能在28082015获取RM207.60的股息收入。

看在管理层愿意把2015年的派息分派定在100%净利的诚意上,加上Mid Valley和The Garden的位置,要变成冷门购物中心的机率非常低。

就收住手上的股份等收息~

嗯~Sunreit管理层比IGBreit管理层厉害一点,起码,Sunreit关闭其中一家购物中心大装修两年多,还能做到稳住EPS。

我想。。。这也是为什么Sunreit股价跑得比IGBreit快的原因之一^^

不懂Sunway几时会宣布特别股息?之前打算把特别股息用来加码股票,现在我变节!我要钱买冷气~

我打算装一部节能冷气在房间,爱人却说客厅也装。

想想看,房间一部,客厅一部也是好,因为我对风扇容易鼻子敏感~一发作就打喷嚏打个没完没了。

后来,我学会一要发作就带口罩吹风扇,是有帮助。可是hor,鼻子呼吸来的水蒸气会弄朦眼镜,很麻烦~

温馨提醒,曾经有前辈告诉我Karex PE很高了,就除非出来的业绩能够上涨很多,才能扯平。
如今Karex股价更高,记得别冲动~~


广告~ 歪歪理财记事本精选文章upgrade版开放售卖




第二批《歪歪理财记事本精选文章》实体书本剩下约四十本~每本在连同邮寄费RM55, 要买就快手。

还要带点威胁的广告~还想看到歪歪在移民到隔壁洲后,继续有心写blog,就多多推广我的书^^



也许你也有兴趣阅读以下文章;

双威放眼20亿工程 :长持好公司 平均价会逐步下降


28072015 Karex股价红股后的新高点: SunCon正式上市


Sunreit Q4 : 放长线钓大鱼