【ARREIT 5127 交流专区】 公共产业信托

tauruslau

ARREIT Suggestion :
    1) Dividend Payment Date : -
        (i) 31 / 03 / Year ;
        (ii) 30 / 06 / Year ;
        (iii) 30 / 09 / Year ;
        (iv) 31 / 12 / Year .
    2) Divendend (cent) : -
        1.8++

Thank You !!

icy97

3年增资产至15亿 公共产托放眼3.5亿收购

财经新闻 财经  2014-04-23 11:44
（吉隆坡22日讯）公共产业信托（ARREIT，5127，主板产业信托股）放眼价值5000萬至3.5亿令吉的收购计划，以在未来3年进一步扩展产业组合。

公共产托信托旗下资产，目前价值10.1亿令吉，计划3年内增加至15亿令吉。

公共产业信托管理人（AmanahRaya-REIT Managers）正评估多项潜在收购行动，並专注3个领域———零售、办公楼和工业。

公共产业信托管理人表明，将通过策略伙伴和策略多元化，继续重组和增加产业组合。

该信托管理点出，收购足以提昇产托产期回酬的合適产业，是一大挑战。

公共产业信托去年8月宣佈，以3000萬令吉，在莎阿南收购一栋办公楼。双方目前仍在讨论相关收购条件。

信托旗下有15个产业，包括2栋办公楼、2栋酒店、2所高等学府、5栋工业大楼，及1栋零售商场。

这些产业产业分别坐落在吉打浮罗交怡和巴生谷的梳邦再也、白沙罗高原、八打灵再也、莎阿南和吉隆坡。

信托管理表示，一旦特定领域出状况，公共产业信托的产业类别和地点多元，可缓冲对投资者的冲击。【南洋网财经】

icy97

阿瑪納產託3000萬購莎阿南大樓

企業財經23 Apr 2014 23:00
（吉隆坡23日訊）阿瑪納產託（ARREIT，5127，主要板產托）以3000萬令吉收購位于莎阿南的Wisma Comcorp。

該公司今日向馬證交所報備指出，管理公司Amanahraya產託管理的信託人聯昌伊斯蘭與Comintel私人有限公司簽署買賣合約（SPA）。

報備文件指出，Wisma Comcorp位于雪州莎阿南，共有5層樓高，面積達5118方尺。

不過該公司已透過律師，在去年8月30日已支付60萬令吉定金給Comintel私人有限公司。

該公司主要股東和董事並無直接或間接從中獲得任何利益。【中国报财经】

Type	Announcement
Subject	OTHERS
Description	AmanahRaya Real Estate Investment Trust (“ARREIT”) - Proposed Acquisition by CIMB Islamic Trustee Berhad, as Trustee of ARREIT of Wisma Comcorp for a cash consideration of RM30,000,000 (“Proposed Acquisition”)
AmanahRaya-REIT Managers Sdn Bhd ("ARRM" or "the Manager"), the Management Company of ARREIT wishes to announce that CIMB Islamic Trustee Berhad as Trustee of ARREIT has today entered into a Sale and Purchase Agreement with Comintel Sdn Bhd to acquire Wisma Comcorp for a purchase price of RM30,000,000.00. The details are attached herewith. http://www.bursamalaysia.com/market/listed-companies/company-announcements/1601841

Attachments Acquisition-Wisma Comcorp.pdf

investfuture

這裡有關於arreit收購 wisma comcorp的簡化中文版

請看http://www.malaysiareit.com/2014 ... -wisma-comcorp.html

investfuture

arreit 31/3/2014 quarter report 分析

http://www.malaysiareit.com/2014 ... quarter-report.html

icy97

公共实业投资信托首季财报倒退

二零一四年六月十五日 晚上七时五十三分
（吉隆坡15日讯）公共实业投资信托（ARREIT，5127，实业投资信托）公布，在截至2014年3月31日止第1季度，所取得的税前利润按年从1137万令吉下降至795万令吉。

该基金致函大马交易所表示，至于营业额则由前期的1674万令吉下降至1597万令吉，主要是旗下的公共信托大楼自2014年1月27日起一直空置。

它说：“管理公司持续确保投资组合内的现有资产获得良好的保养，以确保租金收入稳定及从资本增值中获益。”【光华日报财经】

SUMMARY OF KEY FINANCIAL INFORMATION 31/03/2014

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/03/2014	31/03/2013	31/03/2014	31/03/2013
		$$'000	$$'000	$$'000	$$'000

1	Revenue	15,973	16,747	15,973	16,747
2	Profit/(loss) before tax	7,948	11,368	7,948	11,368
3	Profit/(loss) for the period	7,948	11,368	7,948	11,368
4	Profit/(loss) attributable to ordinary equity holders of the parent	0	0	0	0
5	Basic earnings/(loss) per share (Subunit)	1.39	1.98	1.39	1.98
6	Proposed/Declared dividend per share (Subunit)	1.70	1.88	1.70	1.88
		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 ($$)	1.0216		1.0430

icy97

EX-date	09/06/2014
Entitlement date	11/06/2014
Entitlement time	04:00:00 PM
Entitlement subject	Income Distribution
Entitlement description	First Interim Income Distribution of 1.7000 sen per ARREIT unit (taxable of 1.5867 sen per unit and tax-exempt of 0.1133 sen per unit) for the financial quarter ended 31 March 2014.
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	Symphony Share Registrars Sdn Bhd Level 6 Symphony House Block D13 Pusat Dagangan Dana 1 Jalan PJU 1A/46 47301 Petaling Jaya Selangor Darul Ehsan Tel No.: 03-7841 8000
Payment date	08/07/2014
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	11/06/2014
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	0.017

tauruslau

股息从1.7%下降至1.3%，猛跌0.4%，心痛啊！！

kkgan

如果你再想想股价从1.xx到现在的0.9x。
你不是要心痛几次了!

leeccg

之前是1.88， 现在是1.70， 跌幅10%

预计股价应该至少会掉到0.88-0.89 （除息后)

tauruslau

哀莫大于心死…………
我还期望它能维持1.8~2.0之间……



http://www.malaysiastock.biz/Corporate-Infomation.aspx?type=C&value=REITs&source=M&securityCode=5127

leeccg

更正

之前是1.88， 现在是1.30， 跌幅27%

预计股价应该至少会掉到0.88-0.89 （除息后)； 它的盈利模式已经收到了挑战，所以只会跌，很难涨。除非它尽快落实收购新的产业。。。

越吻越伤心

还能再买吗？

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30/06/2014

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/06/2014	30/06/2013	30/06/2014	30/06/2013
		$$'000	$$'000	$$'000	$$'000

1	Revenue	15,594	16,717	31,567	33,464
2	Profit/(loss) before tax	7,378	11,014	15,326	22,398
3	Profit/(loss) for the period	7,378	11,014	15,326	22,398
4	Profit/(loss) attributable to ordinary equity holders of the parent	0	0	0	0
5	Basic earnings/(loss) per share (Subunit)	1.29	1.92	2.67	3.91
6	Proposed/Declared dividend per share (Subunit)	1.30	1.83	3.00	3.71
		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 ($$)	1.0005		1.0430

icy97

EX-date	10/09/2014
Entitlement date	12/09/2014
Entitlement time	04:00:00 PM
Entitlement subject	Income Distribution
Entitlement description	Second Interim Income Distribution of 1.3000 sen per ARREIT unit (taxable of 1.1808 sen per unit and tax-exempt of 0.1192 sen per unit) for the financial year ending 31 December 2014.
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	Symphony Share Registrars Sdn Bhd Level 6 Symphony House Block D13 Pusat Dagangan Dana 1 Jalan PJU 1A/46 47301 Petaling Jaya Selangor Darul Ehsan Tel No.: 03-7841 8000
Payment date	09/10/2014
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	12/09/2014
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	0.013

investfuture

high 5 （7136） 的股票在8月14號已經被bursa malaysia停止公開交易，high5 這公司相信各位讀者應該不陌生，它是麵包生產商。在年年虧損下，high 5最近提出的重組計劃被bursa否決，如果high5在9月5日前不提出上訴，將會在9月10日被除牌。

重點是，跟arreit股東有什麼關係？因為high5位於shah alam的廠房是向arreit(5127)租的

詳情請看：http://www.malaysiareit.com/2014/08/arreit5127.html

tauruslau

1）Wisma Amanah Raya Berhad就快找到租户了；
2）High 5厂房已经拖欠Amanah Raya半年租金，些许高层跑路，因此Amanah Raya法律追究。

kkgan

那还可以买吗?
合理价在多少?

它的nav是1.xx

tauruslau

星期五购买40张RM0.90…………

kkgan

tauruslau 发表于 3-9-2014 05:19 PM
1）Wisma Amanah Raya Berhad就快找到租户了；
2）High 5厂房已经拖欠Amanah Raya半年租金，些许高层跑路， ...

1。之前是空着的吗?几久了?
2。希望快点解决。

谢谢!