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AmanahRaya REIT just dropped its latest quarterly report, and if you only look at the top line, you’re missing the real story. 🧐
The Good News:
Gross revenue is up 15% year-on-year (RM 21.9 million). Management is successfully revitalising assets—occupancy is improving at Vista Tower, and the new Serasi Padi Hotel just started payin
This rally looks solid enough to push past the resistance level and touch that target soon. Just watch the volume closely because momentum is key to sustaining this run towards 0.45
That level is a solid entry point considering the decent dividend yield and stable asset base because the current valuation still leaves plenty of room for capital appreciation when the market sentiment shifts
Management is actively giving its portfolio a refresh to stay ahead of the game. The former Holiday Villa Alor Setar is getting a facelift and a new identity as Serasi Padi Hotel, with revenue expected to start coming in from Q2 2026. Meanwhile, the Cyberjaya office property (formerly Contraves) is being repositioned to attract new tenants. The Trust is also clearing out older assets, such as the RHF Stone Factory, and recycling the capital into newer, better-quality properties that offer stronger long-term growth prospects.
That strategy is solid because shedding those underperforming assets is exactly what the portfolio needs to breathe again. Once the dead weight is gone, the dividend yield should start looking way more attractive for long-term holders like us.