Vincent Goh Hua Shen's comment on ARREIT. All Comments

Vincent Goh Hua Shen
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Any advise price ??Covid 19...
Daniel Chow
Stay away from REITS until clarity on the damaged to the NPL on tenants defaulting payment. Everyone will gang up to demand rental free during MCO...but will MCO be extended?
Like · 4 years · translate
ST T
Arreit more to retailer.
Sunreit started free rent for 2 weeks.
Reit for retailer, the revenue for 1st half is bad.
1 Like · 4 years · translate
Daniel Chow
Now the question is whether two weeks can become 4 weeks? 8 weeks?
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Vincent Goh Hua Shen
Mr.Soon start from when ?
Like · 4 years · translate
ST T
PavReit also free rent for 2 weeks.
Started for 1st two weeks lock down before the 2nd two weeks announcement.
Not sure they will free rent for another two weeks or not. If yes, very bad already the retailer Reit for 1H.
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Like · 4 years · translate
Daniel Chow
Even if they don't grant an additional 2 weeks/4 or 6 weeks free rental, the likelihood of Bad Debts will be high. 2 months rental deposits may not be sufficient to cover at all. When existing tenants moved out, it would be a massive challenge to bring new tenants in (at the same rental rate per sq ft)
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Choo Pin
for long term i think is good price to collect regardless
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Daniel Chow
My bet is, Choo Pin, that it may get lower before climbing up. There will be pressure to drop rental rates post Covid-19 MCO
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yutaka tong
reit for lo.g term. cannot see big capital gain. that all
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ST T
three weeks ago, 0.50 was a good time to collect some (20%). when it drops again to this level and even further lower, another opportunity to collect (10%, 20%, 40%).
Like · 4 years · translate
Ooi Zi Theng
arreit only having selayang mall in retail sector..its main income contributor is from Vista tower, an office, then educational campuses..question now is will arreit have to waive them rent or not that will impact income..any news?
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Daniel Chow
Zi Theng, take Selayang Mall for example. My client who is operating a retail outlet will simply NOT pay rental. Because there is NO cash flow even to pay for salary..
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GoldSilver ClubMsia
I think the mostly affected is selayang mall only, but it can be mitigate by the master tenant. But overall if Arreit waive all their tenants for 1mth rental, the dividend yield still got at least 6%... Due to the reduce 0.5% of OPR saved Arreit millions of interest as it 100% floating rate..
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