Tuesday, August 22, 2017

K-TOP REITS - provides rental housing in the era of single household

K-TOP REITS - provides rental housing in the era of single household
http://www.ktopreits.co.kr
http://dart.fss.or.kr/dsaf001/main.do?rcpNo=20160511002261

REITs stands for Real Estate Investment Trusts, meaning that real estate investment trusts. That are companies or investment trusts that collect funds and invest the collected money in real estate or real estate-related loans.

K-TOP REITS is planning to expand their business to meet the reality of Korea, where the number of single-person households is rapidly increasing. The plan is to supply urban rental housings that are close to the workplace and residential areas. For this purpose, they are gonna make a business agreements with Daiwa House Group in Japan, which is one of the best companies in the rental housing, for five years and acquire know-how.

I think K-TOP REITS has more than 6% of steady dividend rate over the past three years. And I also believe that they set a right direction for the business, so I expect the future of the stock price is quite promising.

The investment assets of K-TOP REITS are, currently,
Gimpo Building (commercial facility) - 6, Geolpo-ro, Gimpo-si, Gyeonggi-do
Judies Taehwa (commercial facility) - 684, Jungang-daero, Busanjin-gu, Busan
Miwon Building (business facility) - 70, Gukjegeumyung-ro, Yeongdeungpo-gu, Seoul
Hwajeong Building (business facility) - 72, Hwajung-ro, Deogyang-gu, Goyang-si, Gyeonggi-do
Wanjeong Building (business facility) - 649, Wondang-daero, Seo-gu, Incheon
Seocho Building (etc.) - 58, Banpo-daero 4-gil, Seocho-gu, Seoul
Pangyowon Apelbaum (etc.) - 199, Sanun-ro, Bundang-gu, Seongnam-si, Gyeonggi-do

Friday, August 18, 2017

Macquarie Infrastructure - Do you look for a stable stock?

Macquarie Infrastructure - Do you look for a stable stock?
http://www.macquarie.com/mgl/mkif/kr
http://dart.fss.or.kr/dsaf001/main.do?rcpNo=20110531000053

Macquarie Korea Infrastructure Fund (MKIF) is a private infrastructure fund and the largest infrastructure fund in Korea that comprises of infrastructure assets.

The portfolio consists of the constructing and operating infrastructures such as toll roads, bridges, and tunnels. The purpose of MKIF is to make profits and distribute profits to shareholders. If you look at the MKIF chart below, dosen't it seem like it is a bit different from other stocks' chart?


The stock price, which has decreased from the offering price, now draws a constant  right-upward graph after finished a boring sideway drifting period. The reason why MKIF is steadily popular is that MKIF can hedge the inflation throughout the private infra fee that reflects the annual inflation rate.

This is the portfolio of MKIF.


MKIF distributes profits from investing in and operating the above assets. The dividend rate is 5.6% - 5.9%.