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2014/10/31

IGBreit 业绩出炉:傻瓜投资法

5227    IGBREIT    IGB REAL ESTATE INV TRUST
Quarterly rpt on consolidated results for the financial period ended 30/9/2014
Quarter: 3rd Quarter
Financial Year End: 31/12/2014
Report Status: Unaudited
Submitted By:

Current Year Quarter Preceding Year Corresponding Quarter Current Year to Date Preceding Year Corresponding Period
30/09/2014 30/09/2013 30/09/2014 30/09/2013
RM '000 RM '000 RM '000 RM '000
1 Revenue 112,553 107,981 342,169 316,411
2 Profit/Loss Before Tax 145,132 53,826 261,378 153,863
3 Profit/(loss) attributable to ordinary equity holders of the parent 145,132 53,826 261,378 153,863
4 Net Profit/Loss For The Period 145,132 53,826 261,378 153,863
5 Basic Earnings/Loss Per Shares (sen) 4.23 1.58 7.61 4.50
6 Dividend Per Share (sen) 0.00 0.00 3.89 3.43
As At End of Current Quarter As At Preceding Financial Year End
7 Net Assets Per Share (RM) 1.0851 1.0473


Remarks:
N/A

For the financial period ended 30 June 2014, the Manager paid distributable income amounting to RM133.9 million or 3.89 sen per unit (@ 3.81 sen taxable and 0.08 sen non- taxable) on 29 August 2014.

No distribution was declared for the current financial period ended 30 September 2014.

IGBreit派息政策是一年两次,所以, 这个quarter可作为租金分派的收入,会累积到下一个季节才一起派.

Review of performance

Current quarter results

For the current quarter, IGB REIT’s gross revenue was RM112.6 million, up 4.3% against the corresponding quarter in 2013 of RM108.0 million. Net property income was RM80.1 million or up 8.7% compared with the corresponding quarter in 2013 of RM73.7 million. This was mainly due to higher total rental income in the current quarter.

The distributable income for the current quarter amounted to RM69.3 million or 2.01 sen per unit, consisting of realised profit of RM60.1 million and the non-cash adjustment arising from Manager fee payable in units of RM7.8 million.



傻瓜投资法              

如果每个季节2cents, 一年8cents,扣10% witholding tax, 净租金收入RM72.

以RM1.32的股价计算,RM72/RM1320 =5.45%

所以,过去投入在IGBreit的资本,长期来说会比放fixed deposit好一点。

特别是自己的平均价大概RM1.27(包水钱)。

jstock.sourceforge.net

从2012年开始拥有IGBreit股份,歪歪从不会捉股价,只知道Mid Valley是一家会生金蛋的购物中心,自己一定要拥有该公司股份不可。

另一个自己可以肯定的,就是当人心慌时,担心门牌税,电费上调,仿佛会让Reits业务做不下去。

自己就开车去了Mid Valley走一趟,亲眼看看当IGBreit股价下滑时,人们是否如大家所害怕的,不再去Mid Valley和The Garden shopping,人潮就是一个肯定。

投资要赚钱,其实一点也不难。

只要你学会不再人云亦云,就是人家说什么,你就随之摇摆不定,然后,就会不停成为输家。

功课一定要靠自己做,只有当自己明白自己买了什么样的公司,才会在兵荒马乱时,采取正确的行动。

歪歪知道自己的弱点,知道自己不会预测什么时候高价,什么时候是低价,所以,歪歪就用适合自己的傻瓜投资法来钱滚钱。

除了IGBreit平均价RM1.27,自己陆续收过IGBreit RM820的股息。

这笔股息远超越自己多次累积IGBreit所花出去的水钱。(参考:HLebroking水钱计算)

另外,自己也曾经买卖部分IGBreit,还赚了一点小钱。

不要人比人,只要求自己有进步就好,最重要的不管滚钱的速度快或慢,只求钱一直滚着变多就好。

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