weekly update 15Dec2014， REITs vs FD vs bond yield
这已经是连续7个礼拜average reits gross yield上升，换句话说，就是REITs 股价比起上個禮拜又再次纷纷下滑。股友必須注意的是，malaysia 10year bond yield勢如破竹的上升至4.238%，從圖表上來看，尚有上升力度，REITs股價尚有下跌風險。
在原油價格不斷向下探時，大馬國債也慘遭拋售，bond yield上升至4.238%，我正在想，bank negara會否升息以保護馬幣與國債？可是若然升息，大馬經濟成長必然減緩，該升還是降，或是不變應萬變，眾分析師說法不一，但目前都偏向於：降息或維持利息。
Fd rate 與上週沒有變化。
至于个别malaysia reit的DY, 请参考图下：
| reits | share price | gross yield | nett yield |
|---|---|---|---|
| Arreit (5127) | 0.825 | 8.81% | 7.93% |
| twrreit (5111) | 1.22 | 8.77% | 7.89% |
| Ytlreit (5109) | 0.99 | 8.55% | 7.69% |
| Uoareit (5110) | 1.39 | 7.68% | 6.91% |
| Amfirst (5120) | 0.89 | 7.65% | 6.89% |
| Qcapital (5123) | 1.13 | 7.42% | 6.67% |
| Atrium (5130) | 1.21 | 7.27% | 6.55% |
| Hektar (5121) | 1.48 | 7.09% | 6.39% |
| Ahp(4952) | 1.15 | 6.43% | 5.79% |
| Cmmt (5180) | 1.39 | 6.37% | 5.73% |
| Alaqar (5116) | 1.32 | 6.36% | 5.73% |
| Sunreit (5176) | 1.5 | 5.57% | 5.02% |
| Igbreit (5227) | 1.31 | 5.37% | 4.84% |
| Pavreit (5212) | 1.38 | 5.33% | 4.80% |
| Axreit (5106) | 3.51 | 5.27% | 4.74% |
| Klcc (5235ss) | 6.42 | 3.01% | 2.71% |
| average | 6.69% | 6.02% | |
| *dividend yield is calculated based on 2013 dividend payout |
http://www.malaysiareit.com
