Benny Khoo's comment on KIPREIT. All Comments

Benny Khoo
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I think KIPREIT's market cap has increased considerably to ~702m jumps from the previous ~550m while maintaining a dividend yield of ~7%, average book value per share is at 0.83x

https://www.thestar.com.my/business/business-news/2025/01/24/kip-reit-gets-nod-for-rm98mil-property-purchases
Upon completion, KIP-REIT’s property portfolio value is projected to reach an estimated RM1.5bil, with the total net lettable area expanding to 3.1 million sq ft.
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Benny Khoo
Total shareholdings have increased to ~799m. Does anyone know when the stock dilution stops?
1 Like · 1 month · translate
Edison Cheah
it won't stop as it's on high gearing..
.
1 Like · 1 month · translate
Muzn Haruun
But it won't dilute its dividend payout
1 Like · 3 weeks · translate
Benny Khoo
how about the stock price movement?
Like · 3 weeks · translate
Benny Khoo
Total shareholder return (TSR) is a metric that measures the total gain or loss for shareholders who own a company's stock. It's calculated by adding the capital gains from price increases to the dividends paid out. TSR is expressed as an annualized percentage.
How is TSR calculated?
- Opening share price: The initial value of the shares
- Dividends: The amount of dividends paid out to shareholders
- Capital gains: The increase in the value of the shares
- Capital returned: Any amount returned to shareholders
- Capital paid in: Any additional amount paid in by shareholders
- Closing share price: The final value of the shares
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Muzn Haruun
Those are the TSR formula ...?
Like · 1 week · translate
Benny Khoo
Hi Muzn,
I think it is this link https://www.investopedia.com/terms/t/tsr.asp
1 Like · 1 week · translate
Benny Khoo
Pros
Simple to calculate, easy to understand
More complete evaluation of investment's worth
Easy to compare to other companies or benchmarks
Good gauge of long-term performance

Cons
Limited to past performance, no sense of future returns
Sensitive to stock market performance, like nearly any metric
Doesn't reflect size of investment
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1 Like · 1 week · translate
Benny Khoo
A mixture of sentiments and dividends paid
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lee lee
恭喜发财 有人捞到0.875的吗。。。
3 Like · 1 week · translate
OG. Ana
买到了。。。幸好手脚快
1 Like · 6 days · translate
lee lee
越来越低 0.87都来。好在我没进手
Like · 3 days · translate
OG. Ana
马后炮。。。永远买在最低是你。。卖在最好又是你。。funny
5 Like · Yesterday · translate
lee lee
自己研究季度报告 好就没 不好就卖 就这样
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L2 Success
哈哈哈 终于有人发现这个马后炮了 之前我就说过了 哈哈哈哈
2 Like · 3 hours · translate
OG. Ana
每天都刚好在起前买进。。跌前卖出。。。。
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lee lee
在这股出新业绩之前是不会买的了。。。。
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OG. Ana
拿了很多年利息。。。有护城河。。不必太在乎那一分半分。。。。
1 Like · 2 hours · translate
lee lee
我也是 2023年。。。
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OG. Ana
covid前就买了。。。。
1 Like · 2 hours · translate
lee lee
你买入价便宜 当然会一直放咯
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OG. Ana
这个股没必要一直contra。。。有便宜就收。。基本面暂时还在。。看今年还会不会再买产业。。太激进就要留意
Like · 1 hour · translate
Choon Lim Phee
而且一发言就知道他手上有票还是没票,哈哈哈
1 Like · 1 hour · translate
lee lee
哈哈哈 之前累积到8万股后就开始套利走人了 长期在0.885-0.90波动 钱都跑去买Sunreit 了
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Choon Lim Phee
大部分买reit的就是放着收息,有低就累计,很少像你这样进进出出,要进进出出其实别的counter更适合你
2 Like · 1 hour · translate
lee lee
现在每个reit 的贷款利息都起 ,当然是找比较好点的来收 只是 现在我找到有更好的而已
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