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楼主: 基金小子

【SENTRAL 5123 交流专区】(前名 MQREIT)

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发表于 1-4-2015 05:28 AM | 显示全部楼层
Date of change
31/03/2015
Name
Kwan Joon Hoe
Age
33
Nationality
Malaysian
Type of change
Appointment
Designation
Director
Directorate
Non Independent & Non Executive
Qualifications
Bachelor Of Commerce (Accounting And Finance) from University of Melbourne, Australia
Working experience and occupation
Joon Hoe is currently a Chief Operating Officer of Malaysian Resources Corporation Berhad (“MRCB”). He joined MRCB as Senior Vice President of the Group’s Property Division in January 2014 before assuming his current position in MRCB.

He joined Gapurna in 2008 as the Group’s Financial Controller, spearheading of the RM1 billion Lot 348 development (Menara Shell) in Kuala Lumpur Sentral CBD. He was then promoted to the position of Chief Execution Officer managing the Group’s property development function in 2012 before joining MRCB.


Date of change
31/03/2015
Name
Ann Wan Tee
Age
44
Nationality
Malaysian
Type of change
Appointment
Designation
Director
Directorate
Non Independent & Non Executive
Qualifications
Bachelor of Commerce (Accounting) (Hons) from University of Birmingham
Fellow of the Associate of Chartered Certified Accountants (FCCA)
Member of the Malaysian Institute of Accountants (MIA)
Working experience and occupation
Ann Wan Tee has more than 17 years' experience spanning from project advisory, privatisation, private finance initiatives, financial feasibility studies, business valuations, mergers and acquisition as well as corporate recovery.

He joined MRCB in May 2013 as the Chief Strategy Officer. Prior to joining the Company, he was the Chief Financial Officer / Finance Director of Gapurna Strategic Alliance Sdn Bhd from June 2012 to May 2013.

From January 2006 to May 2012, Wan Tee was the Executive Director - Corporate Finance at PricewaterhouseCoopers(Advisory Services).


Date of change
31/03/2015
Name
Mohd Imran Mohamad Salim
Age
33
Nationality
Malaysian
Type of change
Appointment
Designation
Director
Directorate
Non Independent & Non Executive
Qualifications
Degree in Electrical and Electronics from the University of Manchester Institute of Science and Technology, United Kingdom

Masters in Commerce from Deakin University, Australia
Working experience and occupation
Upon his graduation in early 2004, Mohd Imran started his career as an Engineer with Bisraya Construction Sdn Bhd, a company under Gapurna Group of Companies ("Gapurna Group") and was promoted as Project Director in the following year.

He held various senior posts in Gapurna Group including being Chief Operating Officer of Gapurna Sdn Bhd and GTC Global Sdn Bhd, a company involved in providing total solutions for security surveillance.

He joined Malaysian Resources Corporation Berhad (“MRCB”) as Group Chief Operating Officer on 1 Mar 2013 and is currently an Executive Director of MRCB.
Directorship of public companies (if any)
Malaysian Resources Corporation Berhad



Date of change
31/03/2015
Name
Dato' Mohammed Bin Haji Che Hussien
Age
64
Nationality
Malaysian
Designation
Chairman
Directorate
Non Independent & Non Executive
Type of change
Resignation
Reason
The change of the Board is due to the change of the substantial shareholder in Quill Capita Management Sdn Bhd, the manager of Quill Capita Trust.

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发表于 3-4-2015 09:33 AM | 显示全部楼层
本帖最后由 icy97 于 3-4-2015 12:53 PM 编辑

qcapita 大地震 – 人事变动
APR 03, 2015by UNCLE JIM
view in original site http://malaysiareit.com/2015/04/qcapita-change-in-broadroom.html

Qcapita人事大变动,要来的始终都来了,Qcapita股东注意了。uncle jim从Qcapita的announcement发现,数位directors退位,换上新人了,主要原因当然是MRCB的入主啦,一朝天子一朝臣,这是一定会发生的事,难道用别人的兵打战吗? 可是管理层的素质,直接影响一间公司的成败,现在唯有时间才能透露到底Qcapita将成龙或成虫。

刚上任的directors都是MRCB的相关人士,而值得注意的是,新上任的MRCB代表都是年轻才俊,Kwan Joon Hoe与Mohd Imran Mohamad Salim 33岁,而最年长的Ann Wan Tee不过才44岁。

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发表于 9-4-2015 12:47 AM | 显示全部楼层
白金仙特拉次季貢獻營收‧桂嘉資產回酬誘人

2015-04-08 16:40      
(吉隆坡8日訊)桂嘉資產管理(QCAPITA,5123,主板產業投資信托組)新收購的白金仙特拉產業(Platinum Sentral),將從2015財政年第二季度貢獻營收,分析員關注辦公樓市場仍充滿挑戰,預期該公司今年保持相同派息額和提供良好的6%回酬。

安聯研究表示,桂嘉資產管理在脫售QB10的資產及白金仙特拉注入為產業管理後,旗下10項資產組合達16億令吉。總出租面積(NLA)為170萬平方尺,出租率達95%,預計今年需更新租約的租戶將從24%跌至17%。

短期租金盈利成長平平

馬資源(MRCB,1651,主板產業組)在注入白金仙特拉而成為桂嘉資產管理大股東後,促使後者有優先權收購馬資源旗下產業。惟桂嘉資產管理目前的負債率為45%,接近條例規定的0.5倍負債率頂限,意味著未來若要收購大型資產,將需透過發行新股來融資。

安聯研究認為辦公樓市場仍挑戰重重,因此預料短期租金和盈利成長平平。

安聯研究表示,在納入私下配售,白金仙特拉無法提供全年貢獻和脫售QB10後,預計今年派息額將與去年持平,2016及2017財政年則分別提高1%及2%,這是假設該公司未來將配合管理層的指引,把100%淨利派發為股息。

預計該公司今年派息每股8.4仙股息,明後年則分別為8.6仙和8.8仙。

安聯研究認為,目前該公司回酬達6.9%,在產托領域而言,相當有吸引力,因此維持1令吉25仙目標不變,評級為“守住”。(星洲日報/財經‧報道:謝汪潮)
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发表于 9-4-2015 09:16 AM | 显示全部楼层
本帖最后由 icy97 于 9-4-2015 02:29 PM 编辑

qcapita annual report analysis
APR 09, 2015by UNCLE JIM
view this in original site: http://malaysiareit.com/2015/04/ ... eport-analysis.html

Qcapita(5123,REITs) 发布了2014年年报,赶快多叫qcapita几次,不久的将来,要换名为MRCB- quill trust了,看看summary:

                    2014(RM’000)        2013(RM’000)            change %
revenue           70,249                        68,937                    0.19%
EPS                   10.33                        9.39                            10%
NAV                   1.3446                        1.3246                    1.5%
dividend           8.38(sen)                8.38(sen)                    0

与之前我们预测有别的是,就算新office大幅增加,可是到最后klang valley office的总租用率竟然可以站稳于83%,租金还微微上涨了4.1%呢。在这样的情况下,再加上qcapita成功续约数租户,qcapita的revenue 上升0.19%,而EPS得以上升10%当然是unrealised inomce – change in fair value of investment property 造成的,派息与2013年持平。

Qcapita于2014年财政年完成了wisma technip的翻新工程,接下来,2015年会专注于quill
building 2-hsbc, quill building 3 – bmw, 和plaza mont kiara的翻新。

2014年对qcapita最大的转折点莫过于向MRCB收购platinum sentral,这也导致后者入主Qcapita成为最大股东,最近MRCB的管理层才刚被委任为Qcapita的director(click here to read post),而MRCB一直对外放话,将注入更多的产业于qcapita,目标是让Qcapita管理RM5bil的产业组合,先不管这是真是假,qcapita股价在MRCB入主后节节上升时事实。

令uncle jim感到意外的是,Qcapita竟然拥有RM27mil的undistributed realised income,相等于每股6.9sen的可派发reserve,随时可以用来派息,qcapita还蛮有钱的嘛~

2015年Qcapita租约期满的产业如下:
Quill Building 1 – DHL 1
Quill Building 3 – BMW 的部分租客- BMW Asia Technology Centre Sdn. Bhd.
– Huawei Technologies (Malaysia) Sdn. Bhd.

在缺乏租约到期下,预计今年的看点会落在即将完成收购的platinum sentral或其他MRCB可能会注入的产业,否则Qcapita没什么看头~
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发表于 8-5-2015 03:21 AM | 显示全部楼层
QUILL CAPITA TRUST

Type
Announcement
Subject
OTHERS
Description
MRCB-Quill REIT(formerly known as Quill Capita Trust) - Date of release of unaudited financial results for first quarter ended 31 March 2015
Quill Capita Management Sdn Bhd, the manager of MRCB-Quill REIT(formerly known as Quill Capita Trust) is pleased to announce that it will release the unaudited financial results for the first quarter ended 31 March 2015, on or about Wednesday, 20 May 2015.

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发表于 21-5-2015 04:34 PM | 显示全部楼层
SUMMARY OF KEY FINANCIAL INFORMATION
31 Mar 2015
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31 Mar 2015
31 Mar 2014
31 Mar 2015
31 Mar 2014
$$'000
$$'000
$$'000
$$'000
1Revenue
18,609
17,185
18,609
17,185
2Profit/(loss) before tax
8,279
8,162
8,279
8,162
3Profit/(loss) for the period
8,279
8,162
8,279
8,162
4Profit/(loss) attributable to ordinary equity holders of the parent
8,279
8,162
8,279
8,162
5Basic earnings/(loss) per share (Subunit)
2.09
2.09
2.09
2.09
6Proposed/Declared dividend per share (Subunit)
1.88
0.00
1.88
0.00


AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7
Net assets per share attributable to ordinary equity holders of the parent ($$)
1.3170
1.3446

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发表于 21-5-2015 04:39 PM | 显示全部楼层
本帖最后由 icy97 于 21-5-2015 04:41 PM 编辑

Type
Announcement
Subject
OTHERS
Description
MRCB-Quill REIT (formerly known as Quill Capita Trust) : Corporate Presentation slides dated 20 May 2015
Corporate Presentation slides dated 20 May 2015 are attached for reference.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/4742397
Attachments



Type
Announcement
Subject
OTHERS
Description
News Release - MRCB-Quill REIT's 1Q 2015 Realised Net Income Increased by 1.4%
Kuala Lumpur, 20 May 2015: Quill Capita Management Sdn Bhd (“QCM”), the manager of MRCB-Quill REIT (formerly known as Quill Capita Trust) (“MQReit”), a listed real estate investment trust (“REIT”), wishes to announce that MQReit has achieved a realised net income of RM8.3 million for the first quarter of 2015 (“1Q 2015”). This is an increase of approximately 1.4% from the realised net income of RM8.2 million recorded for the first quarter of 2014 (“1Q 2014”). Despite recording a higher property expenses compared to 1Q 2014, the Trust was able to achieve a higher realized net income for the quarter due to higher revenue from rental reversion and higher recoveries of several properties, as well as the recognition of revenue from Platinum Sentral commencing from 30 March 2015.

Notwithstanding the higher realized net income, MQReit recorded a realised earnings per unit (“EPU”) for 1Q 2015 of 2.09 sen, which is similar to what was recorded in 1Q 2014. This is due to the increase in the MQReit’s weighted average units in circulation as a result of the issuance of 65 million placement units and 206.25 million considerations units pursuant to the placement exercise and acquisition of Platinum Sentral, respectively on 30 March 2015.

MQReit’s unaudited Consolidated Financial Statements for 1Q 2015  are available on its website (www.qct.com.my) and on Bursa Malaysia’s website (www.bursamalaysia.com).

For further details of the news release, please refer to the file as attached.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4742441


Please refer attachment below.

Attachments

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发表于 21-5-2015 04:44 PM | 显示全部楼层
Date of change
19 May 2015
Name
Mr WONG TZE MENG
Age
43
Nationality
Malaysia
Type of change
Appointment
Designation
Chief Financial Officer
Qualifications
Bachelor of Commerce (Accounting & Finance) with Merit, University of New South Wales, Australia Chartered Accountant with Malaysian Institute of AccountantsCertified Practicing Accountant with the Australian Society of CPAs
Working experience and occupation
Upon graduation in 1994, he began his career at with Arthur Andersen & Co in the Assurance & Business Advisory Division.  In 2002, he joined MRCB with the KL Sentral Development Division and rose through the ranks until being appointed the Head of Finance for Property Division & Building Services Division in 2009.  In 2014, he had a short stint within the Special Projects Division of MRCB prior to joining Quill Capita Management Sdn Bhd, the manager of MRCB-Quill REIT (formerly known as Quill Capita Trust) in 2015.


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发表于 27-5-2015 11:35 PM | 显示全部楼层
QCAPITA - CHANGE OF NAME
QUILL CAPITA TRUST

Kindly be advised that Quill Capita Trust has changed its name to "MRCB-Quill REIT". As such, the units will be traded and quoted under the new name with effect from 9.00 a.m., Wednesday, 27 May 2015.


The Stock Short Name will be changed as follows:-

Old Stock Short Name
New Stock Short Name
QCAPITA
MQREIT

The Stock Number remains unchanged.


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发表于 11-7-2015 02:19 AM | 显示全部楼层
本帖最后由 icy97 于 11-7-2015 04:55 AM 编辑

馬資源桂嘉產託 委任楊素玲為CEO

財經10 Jul 2015 20:47
(吉隆坡10日訊)馬資源桂嘉產托(MQREIT,5123,主要板產託)正式委任楊素玲為公司總執行長。

馬資源桂嘉產托今日向馬證交所報備,楊素玲的職業生涯中曾涉足企業銀行、管理房產公司、中小型企業,及大型公司的融資與借貸計劃。

她先加入馬資源桂嘉管理私人有限公司,為馬資源桂嘉產托管理公司,擁有6年的企業諮詢經驗。她也是企業顧問,曾參與各領域的企業顧問計劃。

2006年,楊素玲成為馬資源桂嘉產托核心團隊成員之一,迄今仍常參與公司營運,為帶領投資和投資者關係的核心領導成員之一。【中国报财经】

Date of change
09 Jul 2015
Name
MISS YONG SU-LIN
Age
41
Nationality
Malaysia
Type of change
Appointment
Designation
Chief Executive Officer
Qualifications
Bachelor of Arts in Finance from University of Northern Iowa, United State of America
Working experience and occupation
She started her career in corporate banking, managing project financing and lending to property companies, small and medium enterprises, as well as large corporations. Prior to joining to MRCB Quill Management Sdn Bhd (formerly known as Quill Capita Management Sdn Bhd), the manager of MRCB-Quill REIT (formerly known as Quill Capita Trust) (MQReit), she had six years of corporate advisory experience, working in one of the top five audit firms in Malaysia. In her career as a corporate consultant, she was involved in corporate advisory projects for various industry sectors. Since June 2006, Su-Lin was part of the core team that spearheaded the listing of MQReit. She has been involved in the day-to-day operations of MQReit, and led the investment and investor relations functions as part of the core team since May 2006.
Directorship of public companies (if any)
Nil
Family relationship with any director and/or major shareholder of the listed issuer
Nil
Any conflict of interests that he/she has with the listed issuer
No
Details of any interest in the securities of the listed issuer or its subsidiaries
3,000 units in MRCB-Quill REIT (formerly known as Quill Capita Trust)

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发表于 11-7-2015 03:21 AM | 显示全部楼层
Type
Announcement
Subject
OTHERS
Description
MRCB-Quill REIT(formerly known as Quill Capita Trust) - Date of release of unaudited financial results for second quarter ended 30 June 2015
MRCB Quill Management Sdn Bhd (formerly known as Quill Capita Management Sdn Bhd), the manager of MRCB-Quill REIT(formerly known as Quill Capita Trust) is pleased to announce that it will release the unaudited financial results for the second quarter ended 30 June 2015, on or about Wednesday, 22 July 2015.

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发表于 23-7-2015 02:17 AM | 显示全部楼层
本帖最后由 icy97 于 24-7-2015 02:54 AM 编辑

次季净收入增59% 马资源桂嘉唱丰收

二零一五年七月二十三日 晚上七时十二分
(吉隆坡23日讯)马资源桂嘉实业投资信托(MQREIT,5123,实业投资信托)截至6月底次季净收入,从上财年同期的856万令吉,按年扬59.22%,主要因为确认新收购Platinum Sentral的全季度收入贡献。

马资源桂嘉信托向大马交易所报备,每单位收入分配为2.22仙,比同期的2.01仙高出10.4%,除权日为8月4日,并在8月28日分配。

首半年的净收入从同期的1672万令吉,增31%至2191万令吉;每单位收入分配为4.1仙,与同期一样。

第二季总收入达3218万令吉,比同期的1735万令吉高出85.5%;而首半年收入为5079万令吉,较同期的3453万令吉增47.1%。

在另一份文告,该实业信托管理公司马资源桂嘉管理私人有限公司总执行长杨淑琳指出,根据6月30日的闭市价1.17令吉,首半年每单位收入分配相等于7%周息率。

她说,由于经商和消费者信心疲弱,办公楼市场越来越具挑战,但该产托仍取得稳健表现。

“作为增长策略的一部分,我们将继续积极寻求收购机会,以增强单位持有人的价值。”

她表示,尽管办公室市场充满挑战,巴生谷的供应越来越多,该产托首半年在租赁方面成功续约94%。

“以非可出租面积而言,截至6月30日,我们平均占用率为93%,相比吉隆坡市中心85.2%的办公室市场平均占用率。”【光华日报财经】

SUMMARY OF KEY FINANCIAL INFORMATION
30 Jun 2015
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30 Jun 2015
30 Jun 2014
30 Jun 2015
30 Jun 2014
$$'000
$$'000
$$'000
$$'000
1Revenue
32,175
17,349
50,785
34,534
2Profit/(loss) before tax
13,632
8,562
21,911
16,724
3Profit/(loss) for the period
13,632
8,562
21,911
16,724
4Profit/(loss) attributable to ordinary equity holders of the parent
13,632
8,562
21,911
16,724
5Basic earnings/(loss) per share (Subunit)
2.20
2.19
4.31
4.29
6Proposed/Declared dividend per share (Subunit)
2.10
2.01
4.10
4.10


AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7
Net assets per share attributable to ordinary equity holders of the parent ($$)
1.2966
1.3446



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发表于 23-7-2015 01:57 PM | 显示全部楼层
EX-date
04 Aug 2015
Entitlement date
06 Aug 2015
Entitlement time
05:00 PM
Entitlement subject
Income Distribution
Entitlement description
Proposed interim gross income distribution of 2.22 sen per unit (of which, taxable income = 2.18 sen, tax exempt income = 0.04 sen), being income distribution relating to the period 24 March 2015 to 30 June 2015. Withholding tax will be deducted from payment of income distribution, to resident and non-resident individuals (10%), resident and non-resident institutional investor (10%) and non-resident companies (25%).
Period of interest payment
24 Mar 2015   to   30 Jun 2015
Financial Year End
31 Dec 2015
Share transfer book & register of members will be
to   closed from (both dates inclusive) for the purpose of determining the entitlement
Registrar or Service Provider name, address, telephone no
Symphony Shares Registrars Sdn. Bhd.(Company No. 378983-D)Level 6, Symphony House,Pusat Dagangan Dana 1,Jalan PJU 1A/4647301 Petaling Jaya
Payment date
28 Aug 2015
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers
06 Aug 2015
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit

c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)

Entitlement indicator
Currency
Currency
Malaysian Ringgit (MYR)
Entitlement in Currency
0.0222
Par Value
Malaysian Ringgit (MYR) 1.000

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发表于 23-7-2015 02:00 PM | 显示全部楼层
Type
Announcement
Subject
OTHERS
Description
MRCB-Quill REIT (formerly known as Quill Capita Trust) : Corporate Presentation slides dated 22 July 2015
Corporate Presentation slides dated 22 July 2015 are attached for reference.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/4808373
Attachments



Type
Announcement
Subject
OTHERS
Description
News Release - MRCB-Quill REIT delivers 1H 2015 distribution per unit of 4.10 sen
Kuala Lumpur, 22 July 2015: MRCB Quill Management Sdn Bhd (formerly known as Quill Capita Management Sdn Bhd) (“MQM”), the manager of MRCB-Quill REIT (formerly known as Quill Capita Trust) (“MQReit”), a listed real estate investment trust (“REIT”), wishes to announce that MQReit delivered a distribution per unit (“DPU”) of 4.10 sen for the six months period from 1 January 2015 to 30 June 2015 (“1H 2015”). This DPU of 4.10 sen includes the interim income distribution amounting to 1.88 sen per unit distributed on 15 April 2105 for the period 1 January 2015 to 23 March 2015.

The annualised 1H 2015 DPU translates to a yield of 7.0% based on MQReit’s closing price of RM1.17 on 30 June 2015. With the books closure date being Thursday, 6 August 2015, the DPU of 2.22 sen is expected to be distributed on Friday, 28 August 2015.

MQReit has achieved a realised net income of RM13.62 million for the quarter from 1 April 2015 to 30 June 2015 (“2Q 2015”). This is an increase of approximately 59.2% from the realised net income of RM8.56 million recorded for the second quarter of 2014 (“2Q 2014”) as a result of recognition of the income contribution from Platinum Sentral for the full quarter.

Notwithstanding the higher realized net income, MQReit recorded a realised earnings per unit (“EPU”) for 2Q 2015 of 2.20 sen, which is 0.5% higher that the EPU of 2.19 sen recorded in 2Q 2014. This is due to the increase in MQReit’s weighted average units in circulation as a result of the issuance of 65 million placement units and 206.25 million considerations units pursuant to the placement exercise and acquisition of Platinum Sentral, respectively on 30 March 2015.

MQReit’s unaudited Consolidated Financial Statements for 2Q 2015 and 1H 2015 are available on its website (www.mrcbquillreit.com) and on Bursa Malaysia’s website (www.bursamalaysia.com).
http://www.bursamalaysia.com/market/listed-companies/company-announcements/4808381
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发表于 24-7-2015 01:41 AM | 显示全部楼层
本帖最后由 icy97 于 25-7-2015 03:46 PM 编辑

下季贡献扩大 新购资产提振马桂净利

财经新闻 财经  2015-07-25 10:49
(吉隆坡24日讯)虽然办公楼市场因供应过剩的问题,将持续面对挑战,但是新购资产Platinum Sentral有助提升马桂产托(MQREIT,5123,产业信托)净利,且潜在资产收购活动将成为推动力。

截至6月30日次季,马桂产托净赚1363万2000令吉,涨59.22%;首半年净利则涨31.02%,至2191万1000令吉,这普遍符合市场预期。

新收购的Platinum Sentral已在次季全面贡献业绩,而满家乐广场(Plaza Mont Kiara)也带来较大的贡献,成为推动净利的主因。

出租率企稳93%

丰隆投行强调,看好马桂产托能维持高出租率。目前企稳在93%,高于巴生谷办公楼市场平均85%。

此外,该产托在首半年已成功更新94%的租约。

不过,分析员也考量到,完成收购Platinum Sentral后,该产托面对较高成本,因而下调财测。

同时,把2015至2017财年的每单位收益分派(DPU)下调4%。

兴业投行研究也在计算了较高的产业开销后,把2015至2017财年净利预测,下调5%至14%。

“我们相信,办公楼市场疲弱的概况将延续至短期,且产业开销将会持续影响2015财年的净利表现。”

不过,看好近期新购的Platinum Sentral将会从第三季开始带来更显著的贡献,周息率亦保持在诱人水平,2015和2016财年分别为6.5%和7.1%。

短期或再购产业

大部分投行指,马桂产托短期内有进行收购活动的可能,因拥有收购马资源(MRCB,1651,主板建筑股)和桂嘉集团旗下产业的优先购买权。

大马研究表示:“据悉,潜在收购的5项资产总值达18亿令吉,这将有助产托的总资产价值激增113%,达34亿令吉。”

该资产包括蚬壳大厦、Ascott公寓、Quill Building6(QB6)、QB9和QB18。

同时,近期脱售的QB10,将有助扩大举债空间,以达到未来收购活动。

由于马资源将把马桂产托当做一个平台,把位于KL Sentral的主要商业资产放在该产托,所以分析员保持“买入”投资评级。



【南洋网财经】
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发表于 7-9-2015 08:12 PM | 显示全部楼层

Type
Announcement
Subject
OTHERS
Description
PROPOSED DISPOSAL OF A 5-STOREY OFFICE BUILDING TOGETHER WITH 1 LEVEL OF BASEMENT CAR PARK LOCATED AT NO. 2A, LORONG 13/6A, SECTION 13, 46200 PETALING JAYA, SELANGOR ERECTED ON A PARCEL OF LEASEHOLD LAND HELD UNDER PAJAKAN NEGERI 3699, LOT 57 SEKSYEN 13, IN THE TOWN OF PETALING JAYA, DISTRICT OF PETALING AND STATE OF SELANGOR TO ALDWYCH CAPITAL SDN BHD FOR CASH CONSIDERATION OF RM27.3 MILLION ("PROPOSED DISPOSAL")
We refer to the announcement dated 25 February 2015 in relation to the Proposed Disposal.

MRCB Quill Management Sdn Bhd (formerly known as Quill Capita Management Sdn Bhd) ("MQM"), the management company of MQREIT, is pleased to announce that the Proposed Disposal has been completed on 4 September 2015 in accordance with the terms and conditions of the SPA executed on 25 February 2015.

This announcement is dated 7 September 2015.

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发表于 8-9-2015 08:13 PM | 显示全部楼层
本帖最后由 icy97 于 9-9-2015 03:50 PM 编辑

MQREIT 长期租约收入稳定

财经 股市 行家论股  2015-09-09 11:14

目标价:1.17令吉

最新进展
随着MQREIT(MQREIT,5123,产业信托)即将完成脱售Quill Building10给Aldwych资本,公司整体的出租率将从93%,扬至97%。

除了用来削减债务,2700万令吉的脱售收益,也将用来为Quill Building2兴建500个以上的额外停车位。

行家建议
MQREIT的管理层亲力亲为,且有能力留住租户,我们对该股的看法逐步转为正面。

稳健的租户管理,是确保收入稳定的关键,特别是在办公楼市场前景依旧充满挑战的时候。

MQREIT大部分的办公楼资产,均为长期租约。

虽然吉隆坡中央商务区的办公楼市场,仍处于供应过剩的情况,但截至9月,Platinum sentral和Wisma Technip的出租率却是100%。

其中,Platinum sentral的租户多为官联企业,租约长达5年以上。

而零售资产Plaza MontKiara,虽然是以3年租约为主,但却享有97%的出租率。

年初迄今股价已跌5.5%,反映出办公楼市场供应过剩的情况,但回酬率诱人,达7.3%。



分析:马银行投行

【南洋网财经】
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发表于 5-11-2015 11:55 PM | 显示全部楼层
本帖最后由 icy97 于 7-11-2015 12:18 AM 编辑

收购资产推高营收 MQREIT第三季赚1573万

财经新闻 财经  2015-11-06 10:21
(吉隆坡5日讯)无惧办公楼出租率低迷的影响,MQREIT(MQREIT,5123,产业信托)截至9月30日第三季,净利飙升76.1%,达1573万5000令吉。

该公司同期营业额则涨81.4%,报3181万1000令吉。

累计首9个月,净利增长46.7%,至3764万6000令吉;营业额起58.6%,报8259万6000令吉。

根据文告,营业额走高归功于收购Platinum Sentral后的额外营业额贡献、Plaza Mont'Kiara较高的营业额,以及部分产业的租金调涨。

不过,产业营运开销则是激增57%,因收购了Platinum Sentral,且Plaza Mont'Kiara的维修及管理开销也走高。

整体而言,净产业收入大涨88.8%。

至于融资成本,则是攀涨131%,归咎于3月30日额外的贷款。

保留租户探讨收购

MQREIT预计,吉隆坡的办公楼市场短期内将持续强韧。

不过,办公楼供应不断增加,会令出租率受压。

产业管理策略将继续专注于积极的资产管理计划,作为保留租户的策略之一,并同时探索收购机会,以扩大基金规模。
总执行长杨素玲表示,对于公司第三季可写下每单位2.38仙的净利感到高兴。

“在办公楼市场环境更艰巨,及出租率低迷的情况下,我们成功取得97%的组合出租率,比上季的93%要高。”

同时,这表现也跑赢吉隆坡市中心的84.8%和吉隆坡边缘的87.9%水平。【南洋网财经】

SUMMARY OF KEY FINANCIAL INFORMATION
30 Sep 2015
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30 Sep 2015
30 Sep 2014
30 Sep 2015
30 Sep 2014
$$'000
$$'000
$$'000
$$'000
1Revenue
31,811
17,532
82,596
52,066
2Profit/(loss) before tax
15,735
8,933
37,646
25,657
3Profit/(loss) for the period
15,735
8,933
37,646
25,657
4Profit/(loss) attributable to ordinary equity holders of the parent
15,735
8,933
37,646
25,657
5Basic earnings/(loss) per share (Subunit)
2.38
2.29
6.72
6.58
6Proposed/Declared dividend per share (Subunit)
0.00
0.00
4.10
4.10


AS AT END OF CURRENT QUARTER
AS AT PRECEDING FINANCIAL YEAR END
7
Net assets per share attributable to ordinary equity holders of the parent ($$)
1.3134
1.3446

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发表于 5-11-2015 11:57 PM | 显示全部楼层
Type
Announcement
Subject
OTHERS
Description
News Release - MRCB-Quill REITs 3Q 2015 Realised Earnings Per Unit increased by 3.9%
Kuala Lumpur, 5 November 2015: MRCB Quill Management Sdn Bhd (formerly known as Quill Capita Management Sdn Bhd) (“MQM”), the manager of MRCB-Quill REIT (formerly known as Quill Capita Trust) (“MQReit”), a listed real estate investment trust (“REIT”), wishes to announce that MQReit’s realized net income was RM15.7 million for the quarter from 1 July to 30 September 2015 (“3Q 2015”). This was an increase of 76.1% from the realized net income of RM8.93 million reported in the corresponding quarter in the preceding year (“3Q 2014”). The realized net income for the current quarter was higher than 3Q 2014 mainly due the recognition of the income contribution from Platinum Sentral during the quarter, the gain on divestment of Quill Building 10 – Section 13 and higher net property income net of higher manager's fee and finance costs.

Correspondingly, MQReit recorded a realised earnings per unit (“EPU”) for 3Q 2015 of 2.38 sen, which is 3.9% higher that the EPU of 2.29 sen recorded in 3Q 2014. The percentage increase in the EPU is lower than the percentage increase in the realise net income due to the increase in MQReit’s weighted average units in circulation as a result of the issuance of 65 million placement units and 206.25 million considerations units pursuant to the placement exercise and acquisition of Platinum Sentral, respectively on 30 March 2015.

MQReit’s unaudited Consolidated Financial Statements for 3Q 2015 is available on its website (www.mrcbquillreit.com) and on Bursa Malaysia’s website (www.bursamalaysia.com).

Please refer to the attached news release.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/4912249
Attachments



Type
Announcement
Subject
OTHERS
Description
MRCB-Quill Reit (formerly known as Quill Capita Trust) : Corporate Presentation slides dated 5 November 2015
Corporate Presentation slides dated 5 November 2015 are attached for reference.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/4912245
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发表于 7-11-2015 04:50 AM | 显示全部楼层
本帖最后由 icy97 于 7-11-2015 07:14 PM 编辑

成本升高‧馬資源桂和財測下調

2015-11-06 17:02      
(吉隆坡6日訊)馬資源桂和(MQREIT,5123,主板產業投資信托組)第三季營業額和淨利成績亮眼,分別成長81.4%與76.1%,惟大馬研究認為該公司回酬低於10%以及營運成本過高擠壓了公司獲利,而調低其評級。

營運成本過高
評級調低

大馬研究認為,該公司第三季的營業額成長主要原因是在第二季開始納入白金仙特拉(Platinum Sentral)的貢獻。



其次是滿家樂廣場(Plaza MontKiara)也獲得高營收。同時,該公司可出租面積也高達93%。

雖然如此,該公司第三季盈利率比起去年下降了1.5%至49.5%,相信是滿家樂廣場廣場高維修和保固經費所致。大馬研究在考量了該公司兩間購物中心的營運成本後,下調2015至2017年的獲利預測,分別為9.9%、5.6%以及2.5%。

安聯研究認為,該公司負債率為0.44倍,接近日常營運資金的一半,利息上的壓力也限制了公司的未來發展。不過,令人放心的是,該公司目前的貸款是固定利息,這稍微減輕公司財務壓力。

該行分析員也指出,該公司辦公室續租率和新出租率可能會有減速的情況出現。雪隆一帶未來會有新的辦公室大樓,會有供過於求的情況出現。

豐隆證券則認為,該公司業績表現亮眼及高出租率的表現,有助於提高最後一季的每單位盈利(EPU)表現。此外,該行稍微調低了該公司的營收益及營運成本。

同時,公積金和馬資源(MRCB,1651,主板產業組)有可能注入更多的資產進入該公司。此外,目前該公司估值高,但仍有穩定的成長,該行估計其2015年的週息率會有7.1%。(星洲日報/財經‧報道:傅文耀)


馬資源桂嘉產託 或注入更多資產提高分紅
2015年11月06日 買進券商心頭好
http://www.chinapress.com.my/20151106/馬資源桂嘉產託-或注入更多資產提高分紅/

券商 :豐隆投資銀行
目標價:1.29令吉


MQREIT 或筹资买资产

财经 行家论股  2015-11-07 12:45
http://www.nanyang.com/node/732945?tid=462
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