Month: April 2012

 

April 2012

Results Announcement

  • 24 Feb 12 : Al Aqar (Table Updated)
  • 16 Apr 12 : Axis (Table Updated)
  • 19 Apr 12 : CMMT (Table Updated)
  • 19 Apr 12 : Tower (No DPU as Semi-Annual Payout)
  • 24 Apr 12 : Atrium (Table Updated)
  • 25 Apr 12 : Sunway (Table Updated)
  • 26 Apr 12 : AmFirst (Table Updated)

 

Average Yield = 7.056%

REIT

Period

DPU (sen)

Price (RM)

Yield

NAV (RM)

Assets Type

Starhill

1H – Dec11

4.0112

0.950

8.445%

1.1448

Diversified

AmFirst

2H – Mar12

4.83

1.200

8.050%

1.4400

Office

AmanahRaya

Q4 – Dec11

1.88

0.935

8.043%

1.0496

Retail

Tower

2H – Dec11

5.70

1.390

7.806%

1.6609

Office

UOA

Q4 – Dec11

2.70

1.400

7.714%

1.4224

Office

Quill Capita

2H – Dec11

4.30

1.140

7.544%

1.2947

Office

Atrium

Q1 – Mar12

2.20

1.170

7.521%

1.1051

Industrial

Hektar

FY11 – Dec

10.50

1.400

7.500%

1.4800

Retail

Al-Hadharah

2H – Dec11

8.00

1.780

6.742%

1.8064

Diversified

Axis

Q1 – Mar12

4.30

2.680

6.418%

2.1138

Office

Al-AQAR Healthcare

2H – Dec11

2.52

1.210

6.355%

1.1200

Plantation

Sunway

Q3 – Mar12

1.87

1.260

5.937%

1.0137

Diversified

CMMT

Q1 – Mar12

2.09

1.440

5.806%

1.0946

Malls

Pavilion

FY12 – IPO

5.73

1.170

4.897%

0.9600

Malls

Last Updated : 30-Apr-12

Notes

  • Pavilion : DPU = 5.73 sen (IPO FY12 Forecast)
  • Tower : Yield Uses 1H11 DPU = 5.15 sen + 2H11 DPU = 5.7 sen
  • Al-Aqar KPJ : Yield Uses 1H11 DPU = 5.17 sen + 2H11 DPU = 2,52 sen as it is Observed that 2H DPU > 1H DPU
  • Al-Hadharah : Yield Uses 2H11 DPU = 8 sen + 1H11 DPU = 4 sen as it is Observed that 2H DPU > 1H DPU
  • Hektar : Yield Table Uses Full Year DPU 10.5 sen to Compute Yield as Hektar Pays DPU = 2.5 sen for Q1,Q2,Q3 and the Balance in Q4

Withholding tax

  • Resident Individual = 10%
  • Non Resident Individual = 10%
  • Resident Institutional Investors = 10%
  • Non-Resident Institutional Investors = 10%
  • Resident Companies = 0% ; Subject to Corporate Tax at Prevailing Rate
  • Non-Resident Companies = 25% for Year of Assessment 2009

 

Sunway – thestar

Sunway REIT issues RM850mil commercial papers

Sunway Real Estate Investment Trust's (SunREIT) unit SunREIT Capital Bhd has issued RM850mil in nominal value of commercial papers (CPs).

It said on Thursday the CPs were accorded a short a short term rating of P1(s) by RAM Rating Services Bhd.

The RM200mil CPs, will be under a competitive tender, have a tenure of three months and will mature on July 25.

The other RM300mil in CPs would have a one-month tenure and will be placed out while the RM350mil CPs, which would also be placed out, would have a tenure of three months.

Atrium – thestar

Atrium REIT Q1 net profit up 2.2% to RM2.72m

Atrium Real Estate Investment Trust's (Atrium REIT) first quarter earnings rose 2.2% to RM2.72mil in the first quarter ended March 31, 2012 from RM2.66mil a year ago.

It said on Tuesday its revenue rose at a stronger pace of 13.1% to RM4.05mil from RM3.52mil. Earnings per unit were 2.23 sen compared with 2.19 sen.

It declared dividend per share of 2.20 sen compared with 2.15 sen a year ago.

"The improved result is due mainly to the additional contribution from the newly acquired Atrium USJ," it said.

Atrium REIT said correspondingly, the property operating expenses and the finance costs had risen due to the new acquisition.

However, interest income declined due to a decrease in deposits with licensed financial institutions. Part of the funds was used to finance the acquisition of Atrium USJ and also to refund the excess security deposits back to the tenant/lessee.

"The Atrium REIT intends to distribute at least 90% of the distributable income (realised) to unitholders for the financial year 2012, which is exempt from tax pursuant to Section 61A(1) of Income Tax Act, 1967," it said.

Axis – thestar

Axis REIT posts higher profit

Axis Real Estate Investment Trust (REIT) has reported a net profit increase of 27.1% from a year earlier to RM20.96mil for its first quarter ended March 31, 2012, on higher revenue and property revaluation surplus.

During the quarter in review, the company posted revenue of RM30.29mil, up 18.5% from a year earlier.

Axis REIT told Bursa Malaysia that it had registered a property revaluation surplus of RM300,000 for the first quarter of 2012.

It had proposed a first interim income distribution of 4.3 sen per unit, up from 4.2 sen per unit for the corresponding period last year.

Axis – thestar

Axis REIT buys industrial land, buildings for RM26.5m cash

Axis Real Estate Investment Trust (Axis-REIT) is expanding its portfolio of properties with the proposed acquisition of two parcels of indsutrial land with buildings in Labu, Negeri Sembilan, for RM26.50mil cash.

Axis REIT Managers Bhd, the management company of Axis-REIT, said on Thursday the 29,436 sq metres of land with tenure of 99 years expiring in September 2095, was acquired from LRS Property Sdn Bhd. The acquisition was undertaken by OSK Trustees Bhd, the trustee for Axis-REIT.

Axis REIT Managers said the acquisition was to provide unitholders with stable distribution and to achieve growth in net asset value per unit of the fund.