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发表于 7-11-2014 10:06 PM
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城中城合訂產託獲利跌 旗下2公司仍獲股息
財經7 Nov 2014 20:52
http://www.chinapress.com.my/node/575320
(吉隆坡7日訊)城中城合訂產托(KLCC,5235SS,主要板產托)酒店業務稅前淨利滑落,2014財年第3季淨利按年微跌3.7%,至1億7119萬令吉,宣佈每股派息8.19仙回報股東支持,總計派發1億4786萬令吉。
該公司今日向馬證交所報備,上述派息將分別派予兩家公司股東,即城中城產業(KLCCP)與城中城產托(KLCC Reit),其中城中城產業股東可獲每股派息3.05仙;城中城產托每股則享有5.14仙紅利。
“城中城合訂產托派發的股息與紅利將在12月17日過賬。
截至9月底,城中城合訂產托第3季營業額按年起3.2%,錄得3億3282萬令吉,期間每股盈利微滑至9.48仙。
文告指出,縱使該公司第3季獲利滑落,但首9個月淨利按年增近12%,錄得5億604萬令吉;相較去年同期則為4億5240萬令吉。同期營業額起5.6%報10億652萬令吉。
“展望最后一季,酒店業營運環境雖充滿挑戰,辦公室與零售單位出租業務料續走穩,相信今年表現可勝去年。”
SUMMARY OF KEY FINANCIAL INFORMATION
30/09/2014 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 30/09/2014 | 30/09/2013 | 30/09/2014 | 30/09/2013 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 332,820 | 322,551 | 1,006,516 | 951,476 | 2 | Profit/(loss) before tax | 231,896 | 223,853 | 679,071 | 651,111 | 3 | Profit/(loss) for the period | 196,925 | 201,981 | 585,849 | 565,809 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 171,185 | 177,804 | 506,043 | 452,403 | 5 | Basic earnings/(loss) per share (Subunit) | 9.48 | 9.85 | 28.03 | 30.38 | 6 | Proposed/Declared dividend per share (Subunit) | 8.19 | 8.28 | 24.89 | 20.23 |
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| 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 ($$) | 6.5000 | 6.4800 |
Remarks : | The dividend per share for the current year individual quarter stated in item 6 above comprising:-
(i) KLCC Property Holdings Berhad - 3.05 sen per ordinary share.
(ii) KLCC Real Estate Investment Trust - 5.14 sen per unit. |
Type | Announcement | Subject | OTHERS | Description | Press Release - Unaudited Results for third quarter ended 30 September 2014. | | 本帖最后由 icy97 于 8-11-2014 05:04 AM 编辑
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发表于 8-11-2014 05:03 AM
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EX-date | 20/11/2014 | Entitlement date | 24/11/2014 | Entitlement time | 05:00:00 PM | Entitlement subject | Interim Dividend | Entitlement description | Third Interim Dividend of 3.05 sen per ordinary share, tax exempt under single tier system. | Period of interest payment | to | Financial Year End | 31/12/2014 | Share transfer book & register of members will be | to closed from (both dates inclusive) for the purpose of determining the entitlements | Registrar's name ,address, telephone no | Tricor Investor Services Sdn Bhd
Level 17, The Gardens North Tower
Mid Valley CIty, Lingkaran Syed Putra
59200 Kuala Lumpur
Tel: 2264 3883 | Payment date | 17/12/2014 | a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers | 24/11/2014 | 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 | 0.0305 |
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发表于 8-11-2014 05:06 AM
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EX-date | 20/11/2014 | Entitlement date | 24/11/2014 | Entitlement time | 05:00:00 PM | Entitlement subject | Income Distribution | Entitlement description | Third Interim Income Distribution of 5.14 sen per unit (taxable) | Period of interest payment | to | Financial Year End | 31/12/2014 | Share transfer book & register of members will be | to closed from (both dates inclusive) for the purpose of determining the entitlements | Registrar's name ,address, telephone no | Tricor Investor Services Sdn Bhd
Level 17, The Gardens North Tower
Mid Valley City, Lingkaran Syed Putra
59200 Kuala Lumpur
Tel: 2264 3883 | Payment date | 17/12/2014 | a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers | 24/11/2014 | 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 | 0.0514 |
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发表于 11-11-2014 07:40 AM
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Klcc 3Q2014 report,业绩没惊喜
2014年11月10日星期一
http://www.malaysiareit.com/2014/11/klcc-3q2014-report.html
Klcc(5235ss, REITs) 发布了3Q2014的季报,先看summary:
- klcc revenue 上升 RM10,269或3.18%
- profit下滑了3.7%
- NAV上升至RM6.50
Klcc宣布派息8.19cent, EX-date 20Nov2014,payment date 17Dec2014。
8.19cent分别由klccp分红3.05cent, klcc REIT分红5.14cent组成,klcc管理层表示:“基于对未来office和retail展望良好,今年首9个月的净利上升11.8%,预计2014年会比2013年表现得更好。”
klcc管理层说的是事实,但不是事实的全部,因为KLCC在2013年quarter 1并没有把klcc REITs RM113,001,000的收益计算入profit内(KLCC在2013年4月产托化)有兴趣了解更多的朋友可以看这个旧帖:klcc quarter report 31/3/2014 。所以说klcc管理层表示klcc首9个月表现的比2013年好是不完全正确的,这stapled securities真的搞到uncle头晕晕。
KLCC贵为malaysiariet市值王,表现的没什么惊喜,可是klcc的股价一路向上~ 本帖最后由 icy97 于 11-11-2014 12:39 PM 编辑
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发表于 12-11-2014 01:28 AM
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產業投資貢獻續增‧KLCC產託財測不變
2014-11-11 16:58
(吉隆坡11日訊)KLCC產托(KLCC,5235SS,主板產業投資信托組)第三季業績普遍符合預期,未來成長料持續受產業投資及發展計劃雙面貢獻,財測維持正面。
因一次性稅務開銷影響,該產托第三季淨利按年跌3.7%至1億7千120萬令吉,9個月核心盈利則按年走高12%至5億零60萬令吉,差距主要來自陽光廣場(Suria KLCC)優於預期表現。
馬銀行研究指出,9個月盈利增長是受合訂型(Stapled)產托結構全年貢獻、陽光廣場租金正面更新及大地宏圖大廈(Dayabumi)今年1月起實施的新三方淨租賃(Triple net lease)支撐。
另外,大地宏圖大廈第一及第二期裝修工程已完成(除了第一期的禮堂),第三期City Point購物中心再發展工程料在2015年動工,預計2019年完成。
“為反映東方文華酒店及陽光廣場的更佳入住率及租約預測,上調2014/15/16財政年盈利預測6%/6.2%/6.4%,長期盈利前景料受資產策略性地點及大地宏圖大廈再發展計劃帶動,不過這些已反映於股價。”
興業研究考量該產托將持續從稅務節省及低利息中受惠,看好該產托未來所有業務將穩健成長。
管理層及該行均相信,辦公樓業務料不受競爭影響,因大部份辦公資產已全面以三方淨租賃出租。
“零售業務成長料繼續受陽光廣場的租金成長支撐,相信完成裝修後,東方文華酒店料從更高出租率及平均房價中受惠。”
該購物廣場平均租約更新增長率為5%,目前出租率98%,年客流量4千萬人次;辦公樓則100%出租。
豐隆研究看好辦公樓將繼續穩定貢獻營業額,雖然未來可能面對消費情緒放緩情況,相信陽光廣場租金將持續正面增加。
同時,為應對市中心豪華酒店的價格競爭,該產托也積極提昇東方文華酒店設施,宴會廳裝修已在第三季完成,令餐飲貢獻增加,目前裝修工程還在進行中,該酒店入住率為65%。
![](http://www.sinchew-i.com/files/2014/11/11/ky20141111b15.jpg)
(星洲日報/財經) |
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发表于 27-11-2014 03:47 AM
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吉隆坡阳光广场 6亿回债评级AAA
财经新闻 财经 2014-11-26 11:08
(吉隆坡25日讯)吉隆坡阳光广场(SuriaKLCC)私人有限公司发售6亿令吉回债,并获大马评估机构(RAM)给予“AAA/稳定/PI”评级。
大马评估机构表示,给予回债上述评级的基本考虑因素,为吉隆坡阳光广场有强稳的后盾支撑。
KLCC控股和子公司城中城产业(KLCCP,5089,主板产业股),是吉隆坡阳光广场的两大股东,而KLCC控股则是国家石油公司(Petronas)的独资子公司。
该机构指出,吉隆坡阳光广场是集团的核心,也是首要产业投资项目,贡献城中城产业三分之一的营业额和资产总值。
“撇开后盾支撑,吉隆坡阳光广场较其他同区的广场,拥有更多访客。过去5年出租率几乎达顶限,租金也超越竞争者,意味着收入稳定。”
税前赚幅比同行高
吉隆坡阳光广场过去5年的扣除利息、税务、折旧与摊销前营运盈利(OPBITDA)赚幅,介于79%至84%,较平均的60%至70%高出许多。
此外,过去数年负债率也维持在0.2倍以下,每年营运资金(FFO)也保持在2亿2000万令吉。
吉隆坡阳光广场这项回债,包括了最高3亿令吉的回教商业票据(ICP),以及最多6亿令吉的回教中期票据(IMTN),总和顶限为6亿令吉。【南洋网财经】 |
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楼主 |
发表于 16-12-2014 11:19 PM
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本帖最后由 icy97 于 19-12-2014 02:13 AM 编辑
仍待注入新資產‧KLCC產業評級不變
2014-12-16 16:32
http://biz.sinchew.com.my/node/107399?tid=18
(吉隆坡16日訊)派息穩定的KLCC產業(KLCCP,5089,主板產業組),是目前市況之“保本”股,基於仍在等待注入新資產缺乏催化因素,聯昌研究維持“守住”評級。
聯昌說,該公司主要租戶之一的埃克森美孚(Exxon Mobil)租約將於2017年到期,雙方正在談商新出租條件,KLCC產業管理層對磋商詳情保密。
分析員受邀參觀埃克森美孚與Menara3大廈,發現樓高29層、就在雙峰塔附近的前者,即使始建於1996年,整棟一直由埃克森美孚租用,仍非常新穎美觀,幾勝新建竣大廈,更新租約料不會有多大問題。該大廈總樓層面積55萬9千平方英尺,淨出租面積達39萬5千平方英尺。
雙峰塔旁的Menara 3樓高53層,其中總共25層由國油租用,其他樓層主要由油氣公司SONA石油(SONA,5241,主板特別併購)和跨國公司(如彭博與微軟)租用,另有6層樓零售空間。
“上述建於2011年2月的大廈,由KLCC產業以三度淨租約方式租用,至2027年才到期,這為KLCC產業提供長遠穩定租金。”
儘管KLCC產業仍在留意注入新產業,分析員認為一兩年內難有所獲,因此維持其評級與6令吉90仙目標價。
AXIS產托是更佳選擇
“即使當前市況下產業投資信託(REITs)的穩定派息提供`保本’作用,不過若要真正投資產業投資信託股,AXIS產業信托(AXREIT,5106,主板產業投資信托組)會是更佳選擇。”
KLCC產業從2012年起,每單位各派息16仙與26仙,2014財政年預測派息33仙,明、後財政年預測36仙與37仙。同期,其週息率分別為2.46%、4.03%,今、明、後財政年預測為5.14%、5.59%與5.68%。(星洲日報/財經‧報道:張啟華)
Exxon Mobil大厦状况佳 城中城产业续约没问题
财经新闻 财经 2014-12-18 11:41
http://www.nanyang.com/node/669602?tid=462
![](http://www.nanyang.com/files/artwork/20141218g06.jpg) |
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发表于 2-1-2015 01:32 AM
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城中城产业准发6亿回债
财经新闻 财经 2015-01-01 03:53
(吉隆坡31日讯)城中城产业(KLCCP,5089,主板产业股)旗下的吉隆坡阳光广场(Suria KLCC)私人有限公司,获证券监督委员会批准发行面值6亿令吉的回教中期票据(IMTN)计划。
该公司向马交所报备,这项回教中期票据计划时限长达10年,年度定期利息为4.73%,每半年付息一次,将通过承销方式发行,筹资所得将用作偿还贷款和营运资本。
联昌国际投行将是这项计划的主要顾问及承销商。
城中城产业于吉隆坡阳光广场公司持股比例达60%,这项计划并不会对公司的缴足资本或每股净资产价值,以及盈利与每股盈利,造成任何影响。【南洋网财经】
Type | Announcement | Subject | OTHERS | Description | ISSUANCE OF ISLAMIC MEDIUM TERM NOTES (“IMTNS”) OF RM600.0 MILLION IN NOMINAL VALUE PURSUANT TO THE ESTABLISHMENT OF AN ISLAMIC MEDIUM TERM NOTE PROGRAMME (“IMTN PROGRAMME”) AND AN ISLAMIC COMMERCIAL PAPER PROGRAMME (“ICP PROGRAMME”) (COLLECTIVELY, THE IMTN PROGRAMME AND THE ICP PROGRAMME ARE REFERRED TO AS THE “SUKUK MURABAHAH PROGRAMMES”), WITH A COMBINED LIMIT OF UP TO RM600.0 MILLION IN NOMINAL VALUE AND A SUB-LIMIT OF UP TO RM300.0 MILLION IN NOMINAL VALUE FOR THE ICP PROGRAMME, BASED ON THE SHARIAH PRINCIPLE OF MURABAHAH (VIA A TAWARRUQ ARRANGEMENT) | 1. Introduction
The Board of Directors of KLCC Property Holdings Berhad (“KLCCP”) is pleased to announce that the Securities Commission Malaysia has, vide its letter dated 19 November 2014, authorised the establishment of the Sukuk Murabahah Programmes to be undertaken by Suria KLCC Sdn Bhd (as the “Issuer”), a sixty percent (60%) owned subsidiary of KLCCP.
A summary of the Sukuk Murabahah Programmes is as set out in “Appendix A” of this announcement.
Today, the Issuer issues RM600.0 million in nominal value of IMTNs (“Issuance”). The key terms of which are summarized below :
Issue Size : RM600.0 million in nominal value Tenure of Issue : 10 years Periodic Distribution Rate (%) : 4.73% per annum Periodic Distributions Frequency : Semi-annual basis Mode of Issue : Bookrunning Utilisation of Proceeds : Refinancing/repayment of the Issuer’s borrowings and shareholders’ advances,working capital and for general corporate purposes,all of which shall be Shariah-compliant.
CIMB Investment Bank Berhad is the Principal Adviser, Lead Arranger, Lead Manager and Bookrunner for the Sukuk Murabahah Programmes. CIMB Islamic Bank Berhad is the Shariah Adviser for the Sukuk Murabahah Programmes.
2. Effects of the Issuance (i) Substantial shareholders' holdings The Issuance will not have any impact on the issued and paid-up share capital of KLCCP and the shareholdings of subtantial shareholders of KLCCP.
(ii) Net assets (NA) per share and gearing The Issuance will not have any material effect on the NA per share and is not expected to have a material effect on the gearing of KLCCP Stapled Group.
(iii) Earnings and earnings per share The Issuance is not expected to have a material effect on the earnings and earnings per share of KLCCP Stapled Group.
This announcement is dated 31 December 2014.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/1840569 |
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发表于 27-1-2015 03:30 AM
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Type | Announcement | Subject | OTHERS | Description | REVALUATION OF PROPERTIES | The Boards of Directors of KLCC Property Holdings Berhad (“KLCCP”) and KLCC REIT Management Sdn Bhd (the management company of KLCC Real Estate Investment Trust (“KLCC REIT”)) wish to announce that a revaluation exercise was conducted on the investment properties which are being held by KLCCP's subsidiaries and KLCC REIT ("KLCCP Stapled Group") for long term investment purposes.
Further details of the valuation are provided in the attachment below.
This announcement is dated 26 January 2015.
http://www.bursamalaysia.com/market/listed-companies/company-announcements/1861981 |
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发表于 27-1-2015 03:31 AM
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本帖最后由 icy97 于 27-1-2015 04:32 AM 编辑
城中城合訂產託 淨利4.3億派息8.75仙
財經企業26 Jan 2015 23:00
(吉隆坡26日訊)城中城合訂產托(KLCC,5235SS,主要板產托)截至12月底末季淨利漲按年16%至4億3188萬令吉,每股派息8.75仙。
主要是辦公室和零售租金、酒店業務、停車場和設施管理服務收入都有提高。
城中城合訂產托末季營業額按年揚4%至3億4700萬令吉。
該公司向馬證交所報備,2014全年淨利揚14%至9億3792萬令吉;營業額起5%至13億5351萬令吉。
展望今年,中城合訂產托預測酒店業務將面對極大挑戰,但其他業務可持續走穩,特別是辦公室和零售擁有長期租客。
另廂,城中城合訂產托旗下馬石油雙峰塔、埃克森美孚大廈及馬石油第三大樓進行重估活動,為截至2014財年貢獻5475萬7000令吉重估溢價。
這筆價值5475萬7000令吉溢價收益,將對城中城合訂產托每股淨資產貢獻0.03仙。【中国报财经】
SUMMARY OF KEY FINANCIAL INFORMATION
31/12/2014 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 31/12/2014 | 31/12/2013 | 31/12/2014 | 31/12/2013 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 347,000 | 332,179 | 1,353,516 | 1,283,655 | 2 | Profit/(loss) before tax | 601,388 | 496,767 | 1,280,459 | 1,147,878 | 3 | Profit/(loss) for the period | 573,538 | 466,547 | 1,159,387 | 1,032,356 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 431,884 | 373,101 | 937,927 | 825,504 | 5 | Basic earnings/(loss) per share (Subunit) | 23.92 | 20.67 | 51.95 | 52.61 | 6 | Proposed/Declared dividend per share (Subunit) | 8.75 | 8.71 | 33.64 | 28.94 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 6.6600 | 6.4800 |
Remarks : | The dividend per share for the current year individual quarter stated in item 6 above comprising:-
(i) KLCC Property Holdings Berhad - 3.89 sen per ordinary share.
(ii) KLCC Real Estate Investment Trust - 4.86 sen per unit. |
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发表于 27-1-2015 03:32 AM
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Type | Announcement | Subject | OTHERS | Description | Press Release - Unaudited Results for fourth quarter ended 31 December 2014. | Please find attached the press release of unaudited results for the fourth quarter ended 31 December 2014 of KLCCP Stapled Group.
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发表于 27-1-2015 03:32 AM
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KLCC PROPERTY HOLDINGS BERHAD |
EX-date | 09/02/2015 | Entitlement date | 11/02/2015 | Entitlement time | 05:00:00 PM | Entitlement subject | Interim Dividend | Entitlement description | A Fourth Interim Dividend of 3.89 sen per ordinary share, tax exempt under single tier system. | Period of interest payment | to | Financial Year End | 31/12/2014 | Share transfer book & register of members will be | to closed from (both dates inclusive) for the purpose of determining the entitlements | Registrar's name ,address, telephone no | Tricor Investor Services Sdn Bhd
Level 17, The Gardens North Tower
Mid Valley CIty, Lingkaran Syed Putra
59200 Kuala Lumpur
Tel: 2264 3883 | Payment date | 27/02/2015 | a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers | 11/02/2015 | 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 | 0.0389 |
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发表于 27-1-2015 03:38 AM
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本帖最后由 icy97 于 28-1-2015 10:28 PM 编辑
KLCC REAL ESTATE INVESTMENT TRUST |
EX-date | 09/02/2015 | Entitlement date | 11/02/2015 | Entitlement time | 05:00:00 PM | Entitlement subject | Income Distribution | Entitlement description | Fourth Interim Income Distribution of 4.86 sen per unit (of which 3.94 sen per unit is taxable and 0.92 sen per unit is non-taxable) | Period of interest payment | to | Financial Year End | 31/12/2014 | Share transfer book & register of members will be | to closed from (both dates inclusive) for the purpose of determining the entitlements | Registrar's name ,address, telephone no | Tricor Investor Services Sdn Bhd
Level 17, The Gardens North Tower
Mid Valley City, Lingkaran Syed Putra
59200 Kuala Lumpur
Tel: 2264 3883 | Payment date | 27/02/2015 | a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers | 11/02/2015 | 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 | 0.0486 |
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发表于 29-1-2015 07:32 PM
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本帖最后由 icy97 于 10-2-2015 07:50 PM 编辑
低負債率‧現金充裕‧KLCC產託可派高息
2015-01-28 10:16
(吉隆坡27日訊)KLCC產託(KLCC,5235,主板產業投資信託組)低負債率及手握充裕現金,預料潛在資產收購活動有助推高回酬率,同時作為國家石油(Petronas)旗下公司一員,也可期望增加派息。
國油相關公司受促增派息
首相拿督斯里納吉宣佈財政預算案修正案後,市場預測國油相關公司將派發更多股息,以增加國油的現金流。國油持有75%股權的KLCC產托目前的派息率已達到95%,增派股息空間狹小,惟由於擁有雄厚現金,不排除將派息率增加至100%,回酬率有望微增。
該公司全年業績符合市場預測,惟由於目前股價不低,使分析員普遍維持評級不變。
安聯星展研究指出,該公司負債率低至14.9%,並持有現金11億令吉,有助支持未來潛在收購活動,任何資產注入將加強其回酬率。2014年杪,該公司發行6億令吉年利4.73%的伊斯蘭債券,以部份融資今年到期的3億3千萬令吉的分期供款貸款。
尋求收購資產機會
肯納格研究指出,該公司獲得股東批准私下配售10%股權籌資,預料將可籌措11億令吉至12億令吉之間,主要供在吉隆坡黃金地帶收購潛在資產用途。目前公司管理層尚在尋找收購機會,惟目前尚沒有任何實質進展。
肯納格將2015年財政年實現分銷收入預測上調4%,並將其股息派發率假設,從90%上調至95%,或等於淨周息率5.0%。
馬銀行研究將2015至2016年稅前盈利預測略為下調1.6%至1.7%,核心淨利預測則下調2%,主要反映較高融資成本。惟看好長期盈利前景,主要是資產位於市中心,以及大地宏圖(Dayabumi)的再發展計劃。
興業研究對KLCC產託持有60%股權的陽光吉隆坡城中城的2015年成長前景持謹慎態度,因一旦消費稅在今年4月實行後,預料零售銷售領域料出現“膝蓋反射反應”。2015及2016年財測維持不變,但看好產業投資和發展領域的成長。
豐隆研究認為該公司短期缺乏催化因素,風險是資產組合太集中於辦公室,以及競爭加激,維持2015年及2016年的淨利預測不變,分別為6億9千270萬令吉、7億1千980萬令吉及2017年為7億5千290萬令吉。
![](http://www.sinchew-i.com/files/2015/01/28/mwl2015012801.jpg)
(星洲日報/財經‧報道:李文龍)
优质资产及重建Dayabumi 城中城产托净利看好
财经新闻 财经 2015-02-10 10:57
http://www.nanyang.com/node/680858?tid=462
![](http://www.nanyang.com/files/artwork/20150210g19.jpg) |
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发表于 5-2-2015 12:40 AM
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外包招标文件数月内颁布 双峰塔毗邻建3大楼
头条 全国 2015-02-04 07:17
(八打灵再也3日讯)消息透露,国油双峰塔附近近期有兴建三栋大楼计划,发展计划会与双峰塔相得益彰,而且新大楼高度不会超过双峰塔。
《星报》引述一名消息人士说,这三栋大楼的外包招标文件将在几个月内颁布。
这三栋大楼会为吉隆坡金三角一带,增添额外的办公楼、零售场所及酒店。
其中两栋大楼是由KLCC控股及Qatari Diar房地产投资公司联合发展,以50:50合资。据悉,其中一栋大楼会以一家酒店集团为主要租户。
高级酒店入驻
去年初曾有报道,指高级酒店公司Fairmont酒店及度假村将在2017年进入大马,建筑62层楼高的酒店,里面有750间客房及大约3万平方尺的会议和宴会空间,且会增建有盖走道至吉隆坡会展中心。
而Qatari Diar在Fairmont Raffles国际酒店持有至少40%的股份。
另外一栋办公大楼里会有部分出租空间,是由Qatari公司承销;该公司活跃于投资房地产行业,并在最近获得埃及国防部批准,投入西奈(Sinai)计划。
第三栋大楼会成为一家本地石油和天然气的新总部。
目前不确定的是,该公司大楼是否会兴建在城中城产业(KLCCP),在吉隆坡市中心地区剩下的土地还是属于KLCC控股的土地。
城中城产业在吉隆坡文华东方酒店邻近,拥有剩余5726平方尺的商业用地(LotD1),该公司在过去曾表示正与潜在租户商讨一项混合发展计划。
拆除永兴城市购物中心 达雅布米建80层大楼
吉隆坡达雅布米大厦附加的一栋新大楼,会拆除永兴城市购物中心(City point),兴建80层楼大楼,里面拥有高级酒店及办公室空间。
该消息披露,相关办公室部分空间将由国家能源租用为后台服务(back-end service)。
“达雅布米大厦的主要租客都是国家石油公司的共用服务(shared service)公司,而这些公司都在扩展,一定需要新的空间。”
达雅布米大厦的工程预计会在今年开工,预计在2019年完工。【南洋网财经】 |
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发表于 16-4-2015 11:41 PM
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今年无收购大计 KLCC產业信託稳定成长
财经 2015年04月16日
(吉隆坡16日讯)KLCC產业信託(KLCC,5235SS,主板房產信託股)表示,不会在近期內进行收购活动,同时也预计2015財政年(12月31日结账)业绩將会稳定成长,放眼盈利增长5%至8%。
KLCC產业信託首席执行员拿督哈辛瓦希指出,在2015財政年,KLCC產业信託没有任何收购计划,而设定的盈利成长目標,是介于5%至8%。
他今天出席该公司召开的股东常年大会后,在记者招待会上,如此表示。
与此同时,KLCC產业信託主席梅农(Jrishnan C K Menon)补充道,该公司表现料与去年相同,今年也会取得稳定的增长,並无太大惊喜。
至于收购,该公司並不著急进行,主要是要寻求有潜力发展且价格合理的產业。
此外,该公司与QD亚太有限公司在Lot185和Lot167/K地皮的联营產业发展项目,即建造2栋大厦,其中一栋名为费尔蒙(Fairmont),预计將在2020年完成。
与此同时,哈辛瓦希指出,拆除与宏图大厦(Daya Bumi)比邻的City Point购物中心,以建筑60楼高的办公楼与酒店大楼的计划近期已开始动工,料在2019年可完成该项目工程。
针对KLCC產业信託与沙布拉资源(SAPRES,4596,主板產业股)联营的展览会场扩建及建造大厦工程项目,放眼在2018年完成。
另一方面,针对LotD1迟迟还未动工,哈辛瓦希透露,基于该地皮发展计划的净出租面积达100万平方尺,规模相当庞大,所以还未寻获可租下整个大厦的租户。
因此,该公司一旦找到租户,其工程將也会启动。
另外,梅农披露,目前该公司租金为平均每平方尺28令吉左右,而小型商户租金则为每平方呎42至52令吉。
他指出,鉴于许多租户合约期限为3到5年,所以需要等待合约逾期后才可商谈租金调整。
目前,该公司的出租率为96%至97%。【东方网财经】 |
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发表于 6-5-2015 03:58 AM
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本帖最后由 icy97 于 7-5-2015 02:20 AM 编辑
KLCC產託首季少賺3%
2015-05-06 11:00
(吉隆坡5日訊)KLCC產托(KLCC,5235SS,主板產業投資信托組)截至2015年3月31日止第一季,淨利下滑2.96%至1億7千850萬7千令吉。
首季營業額亦下滑4.10%至3億2千689萬4千令吉。
派8.34仙分利
18日除權
另外,該公司也建議派發每股8.34仙分利,5月18日除權,6月12日派發。
該公司管理層透過文告指出,辦公樓租金因City Point Kompleks Dayabumi關閉作新發展而稍微下滑,零售租金則因前期數據包含Suria KLCC的一次性租金回徵而呈跌,若扣除有關項目,零售租金營業額其實仍按年成長。
“酒店業務則持續面臨市場需求疲弱、翻新工作啟動等利空挑戰,導致營業額在首季下滑36%,管理服務業務收入則因額外設備管理服務而走揚。”
對於今年展望,管理層預期辦公和零售業務將保持穩定,但酒店業務相信將繼續面對挑戰。(星洲日報/財經)
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 |
1 | Revenue | 326,894 | 340,882 | 326,894 | 340,882 | 2 | Profit/(loss) before tax | 230,930 | 243,687 | 230,930 | 243,687 | 3 | Profit/(loss) for the period | 204,231 | 213,155 | 204,231 | 213,155 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 178,507 | 183,963 | 178,507 | 183,963 | 5 | Basic earnings/(loss) per share (Subunit) | 9.89 | 10.19 | 9.89 | 10.19 | 6 | Proposed/Declared dividend per share (Subunit) | 8.34 | 8.65 | 8.34 | 8.65 |
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| 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 ($$) | 6.6700 | 6.6600 |
Remarks : | The dividend per share for the current year individual quarter stated in item 6 above comprising:-(i) KLCC Property Holdings Berhad - 3.02 sen per ordinary share.(ii) KLCC Real Estate Investment Trust - 5.32 sen per unit. |
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发表于 6-5-2015 04:00 AM
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发表于 6-5-2015 04:23 AM
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KLCC REAL ESTATE INVESTMENT TRUST |
EX-date | 18 May 2015 | Entitlement date | 20 May 2015 | Entitlement time | 05:00 PM | Entitlement subject | Income Distribution | Entitlement description | First Interim Income Distribution of 5.32 sen per unit (taxable) | Period of interest payment | to | 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 | TRICOR INVESTOR SERVICES SDN BHD (.)Level 17, The Gardens North TowerMid Valley City, Lingkaran Syed Putra59200Kuala LumpurTel:0322643883Fax:0322821886 | Payment date | 12 Jun 2015 | a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers | 20 May 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 | 0.0532 | Par Value | Please Select |
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发表于 6-5-2015 04:40 AM
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KLCC PROPERTY HOLDINGS BERHAD |
EX-date | 18 May 2015 | Entitlement date | 20 May 2015 | Entitlement time | 05:00 PM | Entitlement subject | Interim Dividend | Entitlement description | A First Interim Dividend of 3.02 sen per ordinary share, tax exempt under single tier system. | Period of interest payment | to | 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 | TRICOR INVESTOR SERVICES SDN BHD (.)Level 17, The Gardens North TowerMid Valley City, Lingkaran Syed Putra59200Kuala LumpurTel:0322643883Fax:0322821886 | Payment date | 12 Jun 2015 | a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers | 20 May 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 | 0.0302 | Par Value | Please Select |
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