01102013 - 减持IGBREIT 加码Sunway

01102013 - Sunway进入top loser，用闲钱加码100股，还是觉得不够。

左看右看，都不懂要从哪里筹钱再加码。

手上最多的Sunreit, Igbreit和Stareit。

要减持Sunreit，100万个不愿意，因为Sunreit未来很有冲劲。

而Stareit也为了Digi，曾减持1000股。

最近Stareit股价好像石头一样，任何的风吹草动，都动不了它，也成为歪歪防守资本。

如果股灾来，成长股大减价，就可以用套利Stareit转加码高成长股。

也因此，只好打老二的主意，减持1000股IGB Reit。

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去了Sunreit AGM，歪歪只有一个念头，不管是Sunway或是Sunreit，都值得逢低加码。


随这次的加码Sunway Berhad, 平均价从RM2.40也拉高到RM2.55(不计算已经收过的股息）。

所以，要暂停再加码Sunway Berhad， 直到下一次的季报出炉，再做决定也不迟。(希望自己忍得住吧^0^)

＊减持IGBreit，只因歪歪相信股价与股息率有一定的支撑度。

以IGBREIT  大概一年RM 65的租金分派，以RM1.25来计算，大概5.2%。

所以，短期内除非业绩大好，不然，股价不会那么快上升。

也因此，应该还有时间再去买回来的。

如果买不回来，也就算了。

毕竟IGB REIT已经是老二，一切就随缘了。



也许你也有兴趣以下文章；

Sunway Bhd Annual Report 2012 - Dividend Policy

2013年10月歪歪股票组合

TGI Friday 

Stareit 派 3.793 sen - 2013年投资Stareit的租金回筹率7.6%

投资不投机就错不了

Sunway Bhd Annual Report 2012 - Dividend Policy

The Formative Period

At the end of 2010, the Chairman of both Sunway Holdings Berhad and Sunway City Berhad, Tan Sri Dato’ Seri Dr Jeff rey Cheah, announced that he was seeking to merge both these companies to create a property and construction giant which will have a stronger balance sheet and increased capacity to take on larger landmark projects. With this bold aim in mind and after close to a year of preparation, regulatory approval was fi nally obtained and the new Sunway Berhad was listed on the Main Market of Bursa Malaysia on 23 August 2011.

FINANCIAL HIGHLIGHTS

Nonetheless, despite the volatilities and challenges faced, Sunway achieved another financial milestone in fi nancial year 2012 (“FY2012”), achieving profit after tax and minority interest (“PATMI”) of RM 530.6 million on the back of revenue of RM 3.8 billion. This represents growth of 36.9% and 4.3% respectively from FY2011. Profi ts for the year were bolstered by the disposal of Sunway Medical Centre (“SMC”) which netted the group additional profi t of RM75.4 million. Without the gain on disposal of SMC as well as other one off gains, core profits had increased by a respectable 7.2% from RM327.1 mil to RM350.7 mil respectively, demonstrating the continued growth of Sunway as a leading property–construction giant in Malaysia.

In line with our strong financial performance, the Board of Sunway has recommended an interim
dividend of 6 sen for FY2012 which was paid on 30 April 2013. This is consistent with the dividend policy that had been announced last year whereby the Group commits a minimum of 20% of its core PATMI to be declared as dividends annually to reward its shareholders. 

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Sunway何时有固定的dividend policy的？

不泡年报，歪歪还真的后知后觉:）



也许你也有兴趣阅读以下文章；

2013年10月歪歪股票组合

追低加码Sunreit的后果

到Sunway双威- 走一走 看一看

股己难遇

Parking rate的上升给歪歪上了一堂人生最重要的课