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Overview
Financial Highlight
HeadlinesBusiness Background YTL Hospitality REIT is a Malaysia based company engaged in the hotels and resorts as well as the property development divisions. Its properties include prime hotel and hospitality-related properties which include JW Marriott Hotel Kuala Lumpur, The Residences at The Ritz-Carlton, Kuala Lumpur. The company’s principal objectives are to provide unitholders with stable cash distributions through owning and investing in yield accretive real estate assets. The business activity of the group comprises with two reportable segments which are Property rental and Hotel. The Property Rental segment includes the leasing of hotel properties. The Hotel segment refers to the operation of the hotel business. Geographically it holds a presence in the region of Malaysia, Japan, and Australia.
  zillionkoh No matter master lease or not, as long as the companies not able to pay off the payment to master lessor will also defer their payment. It will have lagged effect in receiving payment. 11/08/2021 12:25 PM zillionkoh I agree with you JSKD Venture. It is the first time for me to dispose of the shares after holding them for more than 5 years. 12/08/2021 10:03 AM i9investor Better sell now, anything above Maybank's TP 0.85 is a good deal, sell, sell.. Only super rich with lots of money, can buy and hold very very long term. Ikan bilis can just sell. Delta variant is killing people in UK and US, human going to stuck with this virus for good 12/08/2021 10:27 AM Mr NoNeedToStudy Well the master lease is YTL.... so YTL wont have a problem paying to YTLreit, plenty of cash to withstand the pandemic i see 12/08/2021 6:44 PM zillionkoh how long ytlreit company cant sustains paying off dividends without business? 12/08/2021 11:36 PM Mr NoNeedToStudy They sell their loss lol . To know how long ytlreit company cant sustains paying off dividends without business? Well they did show profit in their recent report right ? They got YTL backing them ... Whats there to be scared unless you believe YTL is another Serba??? Do you also know now alot of hotels are closing down!!! YTLreit will be one of those standing strong later on and get them customers back once Covid normalises. Time will tell my friend ~ Pretty sure you never invested during Influenze/Bird flu times 13/08/2021 6:55 PM zillionkoh Good to have beliefs and don't over-confidence in what you hold. Have you done well on risk management? 14/08/2021 5:20 PM Stock beginner YTLREIT rent out the hotel to hotel management, so the income is respectively more resilient compare to others hospitality peer. Meanwhile, YTLREIT only provide tenant to "deferment" rather than "discount" of their rental. To my eyes, the profit is not reduced by deferred therefore if you playing the long game 14/08/2021 5:42 PM zillionkoh haiz... now have to see how politicians make a change in the current situation. 16/08/2021 10:07 PM i9investor ya... please sell... human will be forever with covid19, cases will be high forever, hotels have no hope, will bankrupt soon. 25/08/2021 12:14 PM JSKDVenture From the analyst briefing sounds like further acquisitions is around the corner ... potential share dilution due to private placement coming up which is going to impact the short term yield ... maybe the reason why a large fund has been queuing in the afternoon sessions to dispose over 5+mil stock ... beware of buying high guys 06/09/2021 9:12 AM Windy1974 REIT is boring and it's for passive investors like me who long for dividend income. You can diversify your REIT portfolio into different REIT segments. (or countries) YTLREIT is my favourite REIT in Malaysia due to owner's integrity, travel segment (i believe in the long run travel segment will flourish. As per Jack Ma. Not so sure about shopping malls) and relative high dividend yield in 2023 onwards. YTLREIT holders are gonna benefit from the extra income for delayed rental for the period of 2020 - 2023. We are gonna get a gross yield of 4% this year? How much are you getting for FD? i don't know since i don't have money in FD. Potential share dilution indeed is possible. However, as per the management advise, it's gonna be income generating assets. Yield will only be affected when incoming acquisitions are getting less favourable yield than current assets. From YTLREIT track records, i doubt this will happen. Hence, worst case scenario, same yield. As for the large fund queuing 5+mil stock, let's not read too much into it. Buy q and sell q could be a guideline but not definitive. Only top 26 shareholders can q so much and they are either YTL affiliates or unit trust. I would say you won't q 5mil on board for such illiquid counter to scare off buyers. I managed to buy average less than 200k shares per day by queuing huge sell q. It was to scare sellers 07/09/2021 11:39 PM JSKDVenture Below 80c was a steal now the price might still pull back as they are goin to be raising capital soon ... need to hold this stock for another 2-3 years to see the full return to pre covid levels ... International travel will not normalize until 2024 17/09/2021 10:36 AM zillionkoh the market is so soft. A high-end hotels will not be a choice among average people. 02/10/2021 3:11 PM JSKDVenture True zillionkoh it will not reach pre Covid profitability until the inflow of tourists is back to normal which is expected to take another 1-2 years 03/10/2021 1:41 PM JSKDVenture https://www.thestar.com.my/business/business-news/2021/10/03/headwinds-mounting-for-world-economy-into-final-stretch-of-2021 03/10/2021 9:11 PM AlexT12 hotel property will only gets better and nothing really can affect its performance if there is no pandemic, especially with Merck's new pill on progress now. 15/10/2021 7:02 AM cn21 https://www.theedgemarkets.com/article/edge-weekly-city-country-cover-story-hospitality-sector-heading-recovery Hospitality sector heading for recovery 17/10/2021 9:42 AM JSKDVenture https://www.thestar.com.my/aseanplus/aseanplus-news/2021/10/21/flights-cancelled-schools-closed-as-china-fights-virus-outbreak Here we go again 21/10/2021 6:57 PM iskandar100k Just hold for another 10 years while enjoying dividends an sell at double the price.. 22/10/2021 9:59 PM hs1109 boss2 and gurus - YTL reit got chance kena privatized? good counter but scare to hold YTL leh 17/12/2021 2:09 PM zillionkoh this counter dividend not so optimistic. will come back to review again. 04/10/2022 1:41 AM dragon328 YTL REIT will start giving high dividends again from this FY2023, after the 2-year deferred rental program finished by June 2022. With COVID pandemic under control now and Japan borders re-opened, things are looking up for YTL REIT as well as its parent YTL Corp. There is huge potential for its Niseko landbank to be developed over next 10-15 years and substantial value (as high as USD6 to USD7 billion) to be unlocked https://klse.i3investor.com/web/blog/detail/dragon328/2022-10-02-story-h1650023261-YTL_The_Journey_Continues_to_the_Land_of_Rising_Sun 04/10/2022 2:45 PM dragon328 for those interested in knowing more about YTL Power business in Singapore https://klse.i3investor.com/web/blog/detail/dragon328/2022-12-06-story-h-303952239-YTL_Power_the_Rising_Power_in_Singapore 06/12/2022 3:32 PM Opportunate Dividend announcement will be during QR by end of Feb. I'm expecting 3.5 to 4 sen of dividend. Full year 8 to 9 sen 16/01/2023 3:58 PM Windy1974 with so much uncertainty on the economic outlook in 2023, i have decided the safest place is to accumulate more REITs. At least you can get 6% dividend if nothing else and YTLREIT i am expecting 8% yield when i q more at RM1 helping you all to push up the price 22/02/2023 11:21 AM pang72 YTLREIT gets back to precovid earning slowly. 6% dividend expected minimum! Congrate everyone 23/02/2023 7:54 PM Skywalker00 Errr Anyone knows what’s going on ?... looks like jack and Jill went up the hill..... 17/03/2023 12:25 AM  | |
