和很多人一样，我的启蒙老师是冷眼和8k, 所以一开始是抱着‘不动如山，守到开番’的信念入市的。想当初我的心愿就是等Zhulian上到二十块的时候跟我的孙说：“ ah gong 以前买的时候才1.58! 可是现在没机会了，哎。。。
人在江湖，身不由己。我可以不买名牌 , 可是在这个全马最大的shopping mall,成天这么多支股在跳上跳下吸引你；
当别人在寿司店庆祝吃着Inari, 在Starbucks 喝咖啡bo jio 你时，你，真的抗拒得了吗？
股票是很有趣的东西，为什么要弄得这么严肃呢？一直猜测：现在是熊还是牛？该保留多点现金还是All in捞底？我是正派还是邪派？啊，好malton ><
我的做法是，跟着趋势走，随时准备改变作战策略。感觉到牛气很重，就来点炒面，感觉熊悄悄靠近了，就乖乖回家不动如山，每月存钱吃基本面。老早就在猜股价走势并预先作出策略，却为预测错误扼腕的情形，有点像守门员龙门失守时气急败坏地说：‘ 你为什么踢左边，我打算扑右边的！’
我个人看法是，长期也好短线也好，只要谨记：
1） 分配好投资和投机的资金
2） 只选择有强劲基本面的股 （五星级的股，不小心住套房也不怕）
3） 保留一部分现金（以防心理因素影响操作，急着买股换股 ；也可捡榴莲top up 高息股）
4） 知道自己的底线在哪里， 例如：工作性质不允许或脑袋不够灵光就不学高手玩margin, warrant
5） 设置10% 止损点
6） 调整期就去追求平日高高在上的高息股
7） 高息股不小心开番了就卖一半取免费股（我的退休计划：天下有白吃的午餐）
8） 再去寻找更多的高息股
9） 重复1-8 的步骤
我不能保证这样一定有高回酬，可是我觉得这样常常参与其中很有趣！
Malaysia Reit data
什么是REIT？REIT就是产业信托，由一队拥有专业知识的管理层，为我们管理相关产业，而达到持续稳定收租和加租的效果。
欲了解那一家著名商场属于那一家产托，和该产业大小的话，请点击大马购物商场列表
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AHP
Mix with Office base
Lastest Gearing = 20.90%(Last Year=11.29%)
Last Div = 3.70sen(Half Yearly)(Estimate full year 7.4sen)
Last Price = RM1.06(-1sen vs last week)
Estimate Yield = 6.96%
NAV = RM1.5444
Dividend Record
2007-6.00sen
2008-6.50sen
2009-7.00sen
2010-7.20sen
2011-7.40sen
2012-7.40sen
2013-7.40sen
2014-7.40sen
Alaqar
Hospital base
Lastest Gearing = 46.03%(Last Year=46.68%)
Last Div = 3.79sen(Half Yearly)(Estimate full year 7.65sen)
Last Price = RM1.35(-0sen vs last week)
Estimate Yield = 5.66%
NAV = RM1.1944
Dividend Record
2008-8.10sen
2009-8.10sen
2010-7.73sen
2011-7.69sen
2012-7.80sen
2013-8.40sen
2014-7.65sen
AMFIRST
Mix with Office base
Lastest Gearing = 32.7%(Last Year=32.86%)
Last Div = 3.09sen(Half Yearly)(Estimate full year 6.3sen)
Last Price = RM0.945(+0sen vs last week)
Estimate Yield = 6.67%
NAV = RM1.2161
Dividend Record
2009-8.75sen
2010-9.75sen
2011-9.75sen
2012-9.31sen
2013-6.81sen
2014-7.35sen
ARREIT
Mix
Latest Gearing = 33.80%(Last Year=36.02%)
Last Div = 1.7sen(Quarterly)(Estimate full year 6.5sen)
Last Price = RM0.925(+0sen vs last week)
Estimate Yield = 7.03%
NAV = RM1.1298
Dividend Record
2009-7.155sen
2010-7.3209sen
2011-7.2213sen
2012-7.4487sen
2013-7.26sen
2014-6.50sen
ATRIUM
Industrial
Latest Gearing = 26.93%(Last Year=27.61%)
Last Div=1.7sen(Quarterly)(Estimate full year 8sen)
Last Price=RM1.18(-0sen vs last week)
Estimate Yield=6.78%
NAV=RM1.3827
Dividend Record
2008-8.40sen
2009-6.95sen
2010-8.60sen
2011-8.53sen
2012-8.80sen
2013-8.80sen
2014-8.40sen
AXREIT
Mix with Industrial base
Latest Gearing =32.78% (Last Year = 32.66%)
Last Div=4.1sen(Quarterly)(Estimate full year 17sen)
Last Price=RM3.51(-4sen vs last week)
Estimate Yield=4.84%
NAV=RM2.4511
Dividend Record
2006-12.95sen
2007-13.63sen
2008-15.27sen
2009-15.80sen
2010-16.00sen
2011-17.20sen
2012-18.60sen
2013-18.50sen
2014-19.75sen
CMMT
Retail
Latest Gearing =29.0%(Last Year = 27.96%)
Last Div=4.53sen(Half Yearly)(Estimate full year 8.91sen)
Last Price=RM1.46(+1sen vs last week)
Estimate Yield=6.09%
NAV=RM1.241
Dividend Record
2010-7.26sen
2011-7.87sen
2012-8.44sen
2013-8.85sen
2014-8.91sen
HEKTAR
Retail
Latest Gearing =40.88%(Last Year = 40.19%)
Last Div=2.6sen(Quarterly)(Estimate full year 10.5sen)
Last Price=RM1.52(+0sen vs last week)
Estimate Yield=6.9%
NAV=RM1.5524
Dividend Record
2008-10.20sen
2009-10.30sen
2010-10.30sen
2011-10.50sen
2012-10.50sen
2013-10.50sen
2014-10.50sen
IGBREIT
5 Star Retail
Latest Gearing = 23.73%(Last Year = 24.16%)
Last Div=3.89sen(Half Yearly)(Estimate full year 8sen)
Last Price=RM1.36(-0sen vs last week)
Estimate Yield=5.88%
NAV=RM1.0833
Dividend Record
2013-7.04sen
2014-7.79sen
PAVREIT
5 Star Retail
Latest Gearing = 15.22%(Last Year = 16.22%)
Last Div=4.12sen(Half Yearly)(Estimate full year 8sen)
Last Price=RM1.55(+2sen vs last week)
Estimate Yield=5.16%
NAV=RM1.2435
Dividend Record
2012-6.87sen
2013-7.36sen
2014-7.96sen
QCAPITA
Office
Latest Gearing = 35%(Last Year=35.45%)
Last Div=4.28sen(Half Yearly)(Estimate full year 8.38sen)
Last Price=RM1.20(-0sen vs last week)
Estimate Yield=6.98%
NAV=RM1.3495
Dividend Record
2008-7.51sen
2009-7.68sen
2010-8.03sen
2011-8.30sen
2012-8.38sen
2013-8.38sen
2014-8.38sen
SUNREIT
Mix with 5Star retail base
Latest Gearing = 31.1%(Last Year=31%)
Last Div=2.13sen(Quarterly)(Estimate full year 9sen)
Last Price=RM1.67(-3sen vs last week)
Estimate Yield=5.39%
NAV=RM1.2337
Dividend Record
2011-6.6sen
2012-7.5sen
2013-8.3sen
2014-8.36sen
TWRREIT
Office
Latest Gearing = 17.05%(Last Year = 17.75%)
Last Div=3.2sen(Half Yearly)(Estimate full year 7.03sen)
Last Price=RM1.26(-0sen vs last week)
Estimate Yield=5.58%
NAV=RM1.8822
Dividend Record
2008-9.35sen
2009-10.00sen
2010-10.00sen
2011-10.85sen
2012-11.52sen
2013-10.70sen
2014-7.03sen
UOAREIT
Office
Latest Gearing = 35.40%(Last Year = 35.40%)
Last Div=5.73sen(Half Yearly)(Estimate full year 11sen)
Last Price=RM1.60(-1sen vs last week)
Estimate Yield=6.87%
NAV=RM1.503
Dividend Record
2008-10.03sen
2009-11.50sen
2010-9.97sen
2011-9.83sen
2012-10.48sen
2013-10.67sen
2014-11sen
YTLREIT
Mix with hotel base
Latest Gearing = 47.56%(Last Year = 52.87%)
Last Div=1.9175sen(Quarterly)(Estimate full year 7.8sen)
Last Price=RM1.05(+1sen vs last week)
Estimate Yield=7.43%
NAV=RM1.1706
Dividend Record
2009-6.9121sen
2010-6.4855sen
2011-6.4855sen
2012-7.6359sen
2013-7.3803sen
*Gearing 颜色对照
非常健康水平
健康水平
普通水平
危险水平
非常危险水平！！
10 year MGS Yield
31-12-2012 3.48% 03-01-2014 4.17% 04-10-2014 3.89%
31-01-2013 3.54% 10-01-2014 4.14% 10-10-2014 3.83%
01-03-2013 3.46% 17-01-2014 4.18% 17-10-2014 3.77%
01-04-2013 3.47% 24-01-2014 4.23% 24-10-2014 3.81%
03-05-2013 3.38% 07-02-2014 4.14% 31-10-2014 3.85%
10-05-2013 3.11% 14-02-2014 4.12% 07-11-2014 3.78%
17-05-2013 3.05% 21-02-2014 4.12% 14-11-2014 3.87%
23-05-2013 3.10% 28-02-2014 4.11% 28-11-2014 3.85%
31-05-2013 3.41% 07-03-2014 4.10% 05-12-2014 3.94%
07-06-2013 3.38% 14-03-2014 4.10% 12-12-2014 4.19%
14-06-2013 3.45% 21-03-2014 4.08% 19-12-2014 4.19%
21-06-2013 3.60% 28-03-2014 4.12% 26-12-2014 4.12%
28-06-2013 3.58% 04-04-2014 4.14% 02-01-2015 4.13%
05-07-2013 3.54% 11-04-2014 4.09% 09-01-2015 4.14%
12-07-2013 3.70% 18-04-2014 4.08% 16-01-2015 3.90%
19-07-2013 3.79% 25-04-2014 4.08% 23-01-2015 3.93%
26-07-2013 3.78% 02-05-2014 4.06% 30-01-2015 3.80%
02-08-2013 4.02% 09-05-2014 3.98% 08-02-2015 3.76%
07-08-2013 3.88% 16-05-2014 3.99% 15-02-2015 3.86%
16-08-2013 3.81% 24-05-2014 4.02% 22-02-2015 3.86%
23-08-2013 3.82% 30-05-2014 4.03% 01-03-2015 3.87%
30-08-2013 4.01% 06-06-2014 4.07% 08-03-2015 3.90%
06-09-2013 3.89% 13-06-2014 4.03% 15-03-2015 3.96%
13-09-2013 3.76% 20-06-2014 4.07% 22-03-2015 3.90%
20-09-2013 3.64% 27-06-2014 4.01% 29-03-2015 3.89%
27-09-2013 3.75% 04-07-2014 4.00% 05-04-2015 3.86%
04-10-2013 3.68% 11-07-2014 3.96% 12-04-2015 3.87%
11-10-2013 3.80% 18-07-2014 3.88% 19-04-2015 3.88%
18-10-2013 3.72% 25-07-2014 3.88% 26-04-2015 3.84%
25-10-2013 3.60% 01-08-2014 3.88% 03-05-2015 3.85%
01-11-2013 3.57% 08-08-2014 3.86% 10-05-2015 3.91%
15-11-2013 3.93% 16-08-2014 3.91% 17-05-2015 3.88%
22-11-2013 4.08% 23-08-2014 3.94%
29-11-2013 4.07% 30-08-2014 3.92%
05-12-2013 4.11% 05-09-2014 3.97%
13-12-2013 4.00% 12-09-2014 3.99%
20-12-2013 4.11% 19-09-2014 3.99%
27-12-2013 4.09% 26-09-2014 3.92%
