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【YTLREIT 5109 交流专区】杨忠礼酒店产托(前名STAREIT)
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发表于 29-3-2012 02:27 AM
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楊忠禮機構4267萬購昇喜全球產託單位
大馬財經 2012-03-27 10:40
(吉隆坡27日訊)楊忠禮機構(YTL,4677,主板貿服組)以1千749萬8千325新元(約4千267萬4千915令吉)向昇喜產業信托(STAREIT,5109,主板產業投資信托組)收購昇喜全球產託(Starhill Global REIT)1千749萬8千325單位可轉換優先單位。
該公司發文告指出,基於公司和昇喜產業信托在2010年以10億3000萬令吉脫售昇喜畫廊與樂天產業予新加坡的昇喜全球產託,並藉此握有1億5千556萬4千250單位可轉換優先單位,但證券監督委員會的產業投資信託指南僅允許昇喜產業信托專心核心產業投資業務,因此公司需採取收購活動來符合監管要求。
楊忠禮機構將透過內部資金進行相關活動。(星洲互動) |
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发表于 18-5-2012 09:03 PM
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傳升喜產託斥12億 收購澳洲3萬豪酒店

財經18/05/2012 20:56
(吉隆坡18日訊)消息傳,大馬升喜產托(STAREIT,5109,主要板產托)計劃或收購澳洲3間萬豪酒店(Marriott),總值達4億澳元(約12億3390萬令吉)。
有關人士披露,升喜產托將向澳洲聯邦銀行(CBA)的全資附屬公司康聯首域集團有限公司收購3大5星級酒店,包括悉尼、墨爾本和布里斯班的萬豪酒店。
根據《華爾街日報》的部落格‘Deal Journal Australia’報導,掌管全球最大主權財富基金的阿布扎比投資局(ADIA)也是其中一個投標單位。
康聯首域集團旗下聯邦酒店地產基金會已在2009年關閉,目前正進行撤資計劃,回退股權予基金單位持有人,日落日期為今年9月。
升喜產托投資策略是由楊忠禮機構(YTL,4677,主要板建築)房地產臂膀楊忠禮置地(YTLLAND,2577,主要板房產)掌控。
截至目前,升喜產托沒有立即對此發表評論。[ChinaPress] |
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发表于 23-5-2012 04:04 AM
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SUMMARY OF KEY FINANCIAL INFORMATION | 31/03/2012 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | | 31/03/2012 | 31/03/2011 | 31/03/2012 | 31/03/2011 | | $$'000 | $$'000 | $$'000 | $$'000 | 1 | Revenue | 28,207 | 7,895 | 52,887 | 22,835 | 2 | Profit/(loss) before tax | 25,333 | 15,188 | 79,175 | 45,335 | 3 | Profit/(loss) for the period | 25,263 | 14,970 | 78,339 | 43,933 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 25,263 | 14,970 | 78,339 | 43,933 | 5 | Basic earnings/(loss) per share (Subunit) | 1.91 | 1.27 | 6.26 | 3.73 | 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 0.00 | 4.01 | 3.29 |
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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 ($$) | 1.1282 | 1.1508 |
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发表于 13-6-2012 11:10 PM
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本帖最后由 icy97 于 13-6-2012 11:13 PM 编辑
升禧实业13亿购3澳酒店
财经新闻 财经 2012-06-13 19:07
(吉隆坡13日讯)升禧实业(Stareit,5109,主板产业信托股)宣布,以4.15亿澳元(约13.106亿令吉)收购三家澳洲酒店,扩大其酒店业务。
这三家澳洲酒店分别为:悉尼码头万豪酒店(Sydney Harbour Marriott Hotel)、布里斯班万豪酒店(Brisbane Marriott Hotel),以及墨尔本万豪酒店(Melbourne Marriott Hotel)。
升禧实业是通过其间接独资子公司和信托,向当地不同的卖家,买下这三家酒店的酒店产业和商业资产。
卖家分别为Commonwealth管理投资公司、30 Pitt Street有限公司、515 Queen Street有限公司和Lonex有限公司。
收购价格可考虑了独立估价师给予这三家酒店的市值评估为考量。
升禧实业将通过银行借贷和现金,来支付这项收购活动。
杨忠礼机构总执行长兼升禧实业管理公司Pintar Projek总执行长丹斯里杨肃斌指出,这项收购把升禧实业的产业组合价值,从现有的15.8亿令吉,增至30亿令吉。
最多海外资产产托
在加入这三家酒店后,升禧实业旗下产业价值中,超过一半将来自澳洲和日本的酒店资产,成为拥有最大海外产业投资组合的国内产托。
“这项收购将可通过两项收入管道,带来回酬增值机会,分别为稳定的租金收入,以及三家酒店的潜在每单位利息增长和其他收入增长。
http://www.nanyang.com/node/453832?tid=462 |
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发表于 1-7-2012 12:37 AM
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升禧实业 重新估值The Residences
财经新闻 财经 2012-06-30 17:59
(吉隆坡30日讯)升禧实业(Stareit,5109,主板产业信托股)宣布,对旗下资产组合内的The Residences服务公寓进行重新估值,以符合证券监督委员会(SC)产业投资信托指南的第10.03条款。
升禧实业向马交所报备,上述重新估值在6月8日进行,并由专业独立估价师Azmi & Co私人有限公司负责。
在加入500万令吉的重估增值后,上述产业的净资产价值(NAV)由每单位1.151令吉,提升至每单位1.155令吉。[Nanyang] |
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发表于 1-7-2012 03:19 AM
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本帖最后由 icy97 于 1-7-2012 10:22 AM 编辑
回复 1605# icy97
Good News! Thank You. |
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发表于 12-7-2012 07:22 PM
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本帖最后由 icy97 于 13-7-2012 12:16 PM 编辑
STARHILL REAL ESTATE INVESTMENT TRUST | 12/07/2012 05:00:35 PM |
EX-date | 01/08/2012 | Entitlement date | 03/08/2012 | Entitlement time | 05:00:00 PM | Entitlement subject | Income Distribution | Entitlement description | Final Income Distribution of 3.6247 sen per unit (of which 1.2186 sen is taxable and 2.4061 sen is non-taxable in the hands of unitholders) in respect of the financial year ended 30 June 2012 | Period of interest payment | to | Financial Year End | 30/06/2012 | 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 | Pintar Projek Sdn Bhd
11th Floor, Yeoh Tiong Lay Plaza
55 Jalan Bukit Bintang
55100 Kuala Lumpur
Telephone No.: 03-2142 6633 | Payment date | 28/08/2012 | a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers | 03/08/2012 | 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 | 0.036247 | 升禧实业派息3.6247仙
财经新闻 财经 2012-07-13 11:28
(吉隆坡12日讯)升禧实业(Stareit,5109,主板产业信托股)今天宣布,每单位派发3.6247仙的股息,截至2012年1月至6月内,共派发4800万令吉。
公司在文告指出,截至2012年6月30日财政年,升禧实业共派出每单位7.6359仙的股息,较去年同期的6.4855仙更高。
这也意味升禧实业的年度派发率,已高达7.2%。
另外,截至2012年6月30日的财政年,总收入增加32%至1亿100万令吉。
升禧实业管理公司Pintar Projek私人有限公司总执行长丹斯里杨肃斌指出:“升禧实业在2012财政年内,进行了重塑品牌活动,成为升禧实业的一个转捩点,公司专注在酒店有关资产的策略,成功提高了资产的回酬增值能力。
新策略的推动下,今年的总收入增加32%至1亿110万令吉,每单位所派发的股息也增加17.7%。”
在重组计划下,升禧实业收购了邦阁岛、丹绒惹拉及金马伦高原的度假村、还有Vistana连锁酒店、吉隆坡丽思卡尔顿酒店(The Ritz-Carlton KL)等。[Nanyang] |
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发表于 19-7-2012 07:44 PM
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没人流意这股吗? |
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发表于 6-11-2012 12:33 PM
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升禧实业延购3 澳酒店
财经新闻 财经  2012-11-06 11:37
(吉隆坡5日讯)升禧实业(Stareit,5109,主板产业信托股)收购3家澳洲酒店的买卖协议的截止日期,将再度延后至今年11月30日。
升禧实业10月12日曾宣布,延后截止日期至11月5日。
升禧实业今年6月份宣布,以4亿1500万澳元(约13亿1057万令吉)收购三家澳洲酒店,分别是悉尼码头万豪酒店、布里斯班万豪酒店,以及墨尔本万豪酒店,以扩大其酒店业务。[Nanyang]
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发表于 8-11-2012 11:40 AM
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这股从今年六月的0.90就一路升到今天的1.10。。
短短五个月它上升的速度很快,如果跟前两年比较的话。。
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发表于 8-11-2012 11:39 PM
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@天使在线
这股会不会太高 本帖最后由 icy97 于 8-11-2012 11:47 PM 编辑
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发表于 20-11-2012 06:17 PM
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发表于 20-11-2012 09:43 PM
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发表于 23-11-2012 01:27 AM
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SUMMARY OF KEY FINANCIAL INFORMATION
30/09/2012 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 30/09/2012 | 30/09/2011 | 30/09/2012 | 30/09/2011 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 28,077 | 7,990 | 28,077 | 7,990 | 2 | Profit/(loss) before tax | 23,003 | 15,916 | 23,003 | 15,916 | 3 | Profit/(loss) for the period | 22,762 | 15,432 | 22,762 | 15,432 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 22,762 | 15,432 | 22,762 | 15,432 | 5 | Basic earnings/(loss) per share (Subunit) | 1.72 | 1.31 | 1.72 | 1.31 | 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 0.00 | 0.00 | 0.00 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 1.1426 | 1.1443 |
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发表于 29-11-2012 11:00 PM
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icy97 发表于 6-11-2012 12:33 PM
升禧实业延购3 澳酒店
财经新闻 财经  2012-11-06 11:37
STARHILL REAL ESTATE INVESTMENT TRUST |
Type | Announcement | Subject | OTHERS | Description | PROPOSED ACQUISITION OF SYDNEY HARBOUR MARRIOTT HOTEL, MELBOURNE MARRIOTT HOTEL AND BRISBANE MARRIOTT HOTEL (“MARRIOTT HOTELS”) FOR A TOTAL CASH CONSIDERATION OF AUSTRALIAN DOLLAR (“AUD”) 415,000,000 (“PROPOSED ACQUISITION”) | Unless stated otherwise, definitions used in this announcement shall carry the same meaning as defined in the announcement dated 13 June 2012.
We refer to the announcements dated 13 June 2012, 1 August 2012, 12 October 2012, 15 October 2012 and 5 November 2012 in relation to the Proposed Acquisition.
On behalf of the Board, AmInvestment Bank is pleased to announce that the Proposed Acquisition has been completed on 29 November 2012.
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发表于 18-1-2013 12:08 AM
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派3.59仙收入分配 升禧实业净利挫67%
财经新闻 财经 2013-01-18 11:28
(吉隆坡17日讯)升禧实业(Stareit,5109,主板产业信托股)截至2012年12月31日第二季,净利挫跌67.44%,同时宣布的3.59仙中期收入分配也较去年同期来得低。
升禧实业今日在文告中指出,第二季净利下滑67.44%至1681万令吉,上财年为5162万令吉。
这主要是上财年因脱售可转换单位而造成较高的比较基础,加上日元汇率和贷款成本的影响,造成第二季净利下滑,连带首半年净利也从6705万2000令吉,跌40.98%至3957万2000令吉。
同时,升禧实业宣布派发每单位3.5873仙的收入分配,其中3.5188仙需征税,而0.0685为免税;上财年收入分配为4.01仙。
次季营业额增242%
营业额方面,第二季报5715万5000令吉,较上财年的1669万令吉增长242.45%;首半年营业额则录得245.35%涨幅,即从2468万令吉扬至8523万2000令吉。
第二季每单位盈利为1.27仙,累计首半年达2.99仙,上财年分别为3.90仙和5.06仙。[南洋财经]
SUMMARY OF KEY FINANCIAL INFORMATION
31/12/2012 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 31/12/2012 | 31/12/2011 | 31/12/2012 | 31/12/2011 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 57,155 | 16,690 | 85,232 | 24,680 | 2 | Profit/(loss) before tax | 17,083 | 51,902 | 40,086 | 67,818 | 3 | Profit/(loss) for the period | 16,810 | 51,620 | 39,572 | 67,052 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 16,810 | 51,620 | 39,572 | 67,052 | 5 | Basic earnings/(loss) per share (Subunit) | 1.27 | 3.90 | 2.99 | 5.06 | 6 | Proposed/Declared dividend per share (Subunit) | 3.59 | 4.01 | 3.59 | 4.01 |
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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 ($$) | 1.1165 | 1.1443 |
Remarks : | Further to item 6 of the above, the Board of Pintar Projek Sdn Bhd has declared an interim income distribution of 3.5873 sen per unit (31 December 2011 : 4.0112 sen per unit, totaling RM53,123,887) (of which 3.5188 sen is taxable and 0.0685 sen is non-taxable in the hands of unitholders), totaling RM47,509,803, (which is tax exempt at the Trust level under Section 61A of the Income Tax Act 1967) representing approximately 100% of the realised and distributable income for the six months financial period ended 31 December 2012. |
本帖最后由 icy97 于 18-1-2013 01:01 PM 编辑
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发表于 18-1-2013 12:09 AM
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STARHILL REAL ESTATE INVESTMENT TRUST |
EX-date | 04/02/2013 | Entitlement date | 06/02/2013 | Entitlement time | 05:00:00 PM | Entitlement subject | Income Distribution | Entitlement description | Interim income distribution of 3.5873 sen per unit (of which 3.5188 sen is taxable and 0.0685 sen is non-taxable in the hands of unitholders) in respect of the six (6) months financial period ended 31 December 2012 | Period of interest payment | to | Financial Year End | 30/06/2013 | 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 | Pintar Projek Sdn Bhd
11th Floor, Yeoh Tiong Lay Plaza
55 Jalan Bukit Bintang
55100 Kuala Lumpur
Telephone No.: 03-2142 6633 | Payment date | 28/02/2013 | a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers | 06/02/2013 | 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 | 0.035873 |
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发表于 28-2-2013 07:45 PM
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发表于 15-4-2013 10:49 PM
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一股作气:升禧实业营收看涨
一股作气 财经周刊 投资观点 2013-04-15 13:00
产业资产经过重整后的升禧实业(Stareit,5109,主板产业信托股),未来营收增长和潜在每单位分红的提高,主要推动力来自刚收购不久的澳洲三家万豪酒店。
与此同时,位于隆市黄金三角的酒店资产,相信可从进行中捷运计划、并在武吉免登站开启后激励入住率。
至于即将推出产托的城中城产业(KLCCP,5089,主板产业股),更是有望成为推高产托领域估值的催化剂之一。
重新塑造计划下,升禧实业经过脱售零售资产和收购酒店资产、明确定位及打造成纯酒店产托。
除了拥有大马酒店,该产托资产还包括一家位于日本北海道的新雪谷町村(Niseko Village),以及去年11月完成收购位于澳洲的3家酒店。
这3家澳洲酒店分别为悉尼码头万豪酒店(Sydney Harbour Marriott Hotel)、布里斯班万豪酒店(Brisbane Marriott Hotel),以及墨尔本万豪酒店(Melbourne Marriott Hotel)。
升禧实业以4亿1500万澳元收购这3家澳洲酒店,带动资产组合规模从约15.8亿令吉翻倍到近30亿令吉。
截至2012年12月31日,该产托有13家酒店,单是日本和澳洲的酒店资产就已经占资产总值的一半。
拓国际资产组合
升禧实业收购3家5星级AAA旅游评级高级酒店,不仅仅是参与澳洲房地产市场,更大的目标是成为全球性酒店产托,逐渐走向国际市场拓展产业资产组合。
同时,收购澳洲酒店也能创造租金收入来源、激励营收并带动收益增长从中取得更高的回酬,具有潜力推高每单位分红。
如火如荼兴建中的捷运计划也将在人潮汹涌的武吉免登区设立捷运站,市场预计能让升禧实业旗下邻近酒店产业受惠。
捷运工程竣工并投入运作,公共交通四面八达预计将提高位于吉隆坡黄金三角的酒店入住率。
购澳酒店提高盈利
业绩表现方面,根据升禧实业2012年6月30日年报,近年来资产脱售与收购导致营收出现极大变化。
2013财年上半年营收已从去年同期的2468万令吉、因酒店收购而激增至8523万2000令吉。
周息率6.9%
然而,净利则按年下挫将近41%,只取得3957万2000令吉,去年同期为6705万2000令吉。
净利下跌的原因包括收购澳洲酒店融资造成贷款成本上扬、去年同期录得汇益、以及升禧环球产托(Starhill Global REIT)录得利息和脱售可转换单位中获利。
所收购的3家澳洲酒店将从2013财年第3季开始全面贡献整个季度营收,料有助提高盈利。
以周五闭市价1.10令吉和2012财年数据计算,该产托周息率达6.9%,若下半年盈利表现无法追上,可能影响每单位派发能力(上半年派发每单位3.59仙)。
合订型产托 可推高估值
估值方面,升禧实业本益比为13.2倍;股价净值比上,目前的交易水平与该产托每股净资产同为1.10令吉(净值以3月29日为准)。
随着城中城产业即将推出合订型产托,相信高估值上市姿态可成为推高产托领域估值的催化剂之一。
日币澳元影响收入
至于该产托资产负债表,因融资造成总贷款攀升至14亿8943万3000令吉,存款与银行余款只有7223万令吉。
投资风险方面,一旦中国H7N9禽流感病毒蔓延到全球或升禧实业涉及的市场,将对旅游业造成重大冲击,进而影响酒店入住率。
同时,外汇特别是是日元兑令吉和澳元兑令吉的走势,也将左右该产托位于日本和澳洲酒店产业的贡献。[南洋网财经]
文:股悦 |
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发表于 24-5-2013 03:27 AM
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SUMMARY OF KEY FINANCIAL INFORMATION
31/03/2013 |
| INDIVIDUAL PERIOD | CUMULATIVE PERIOD | CURRENT YEAR QUARTER | PRECEDING YEAR
CORRESPONDING
QUARTER | CURRENT YEAR TO DATE | PRECEDING YEAR
CORRESPONDING
PERIOD | 31/03/2013 | 31/03/2012 | 31/03/2013 | 31/03/2012 | $$'000 | $$'000 | $$'000 | $$'000 |
1 | Revenue | 106,993 | 28,207 | 192,225 | 52,887 | 2 | Profit/(loss) before tax | 14,980 | 25,333 | 55,066 | 79,175 | 3 | Profit/(loss) for the period | 14,765 | 25,263 | 54,337 | 78,339 | 4 | Profit/(loss) attributable to ordinary equity holders of the parent | 14,765 | 25,263 | 54,337 | 78,339 | 5 | Basic earnings/(loss) per share (Subunit) | 1.11 | 1.91 | 4.10 | 6.26 | 6 | Proposed/Declared dividend per share (Subunit) | 0.00 | 0.00 | 3.59 | 4.01 |
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| AS AT END OF CURRENT QUARTER | AS AT PRECEDING FINANCIAL YEAR END | 7
| Net assets per share attributable to ordinary equity holders of the parent ($$) | 1.1042 | 1.1443 |
Remarks : | Under item 6, the total interim income distribution declared for the nine (9) months financial period ended 31 March 2013 was 3.5873 sen per unit [For nine (9) months financial period ended 31 March 2012: 4.0112 sen per unit] (tax exempt at the Trust level under Section 61A of the Income Tax Act, 1967) representing approximately 100% of the realised and distributable income. |
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