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【SUNREIT 5176 交流专区】SunwayREIT双威产托料

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 楼主| 发表于 21-8-2013 05:05 PM | 显示全部楼层
买进的时机到了吧?
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发表于 26-8-2013 06:29 PM 来自手机 | 显示全部楼层
很不被看好了
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发表于 29-8-2013 10:58 AM | 显示全部楼层
SUNWAY REAL ESTATE INVESTMENT TRUST

1. Details of Corporate Proposal
Whether the corporate proposal involves the issuance of new type
and new class of securities?
No
Types of corporate proposal
Special Issue
Details of corporate proposal
The issuance of 2,003,500 units is pursuant to the part payment of management fees in units to Sunway REIT Management Sdn Bhd, the Manager of Sunway Real Estate Investment Trust, for the fourth financial quarter ended 30 June 2013.

The total management fee payable to the Manager for the fourth financial quarter ended 30 June 2013 amounted to RM6,299,313.35, whereby approximately RM3,149,502.00 was satisfied via the issuance of new units to the Manager. Based on the 10-day volume weighted average price of the units up to and including 28 June 2013 of RM1.572, the number of units issued to the Manager was 2,003,500 units.
No. of shares issued under this corporate proposal
2,003,500
Issue price per share ($$)
MYR 1.572
Par Value ($$)
MYR 0.000
Latest issued and paid up share capital after the above corporate proposal in the following
Units
2,921,426,900
Currency
MYR 0.000
Listing Date
30/08/2013

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发表于 26-9-2013 01:55 AM | 显示全部楼层
雙威產托 發行37億新股獲批

財經股市25 Sep 2013 23:00
(吉隆坡25日訊)雙威產托(SUNREIT,5176,主要板產托)獲77%股東同意,分配和發行37億新股。

雙威產托總執行長拿督黃中立指出,該項提議可增加公司資金及價值,以作收購和資本開銷之用。

他今日在公司常年股東大會上,這么指出。

受詢及公司要籌措多少資本時,他說:“提前籌措未來資金是公司策略,這為公司在未來的收購活動提供可能性。”

在今年6月底,雙威產托總資產達51億8000萬令吉,該公司在過去2年至3年,資本開銷為5億3000萬令吉。[中国报财经]


重新谈判租约 双威冀商场租金调涨18%

财经新闻 财经  2013-09-26 09:46
(吉隆坡25日讯)双威产托(Sunreit,5176,主板产业信托股)放眼今年9月起,旗下双威购物中心(SunwayPyramid)大部分租金合约到期并重新谈判后,租金调涨率达16至18%,带动公司收入。

该公司总执行长拿督黄中立在双威产托首届股东常年大会后的记者会上指出,今年9月起,该购物中心达90万平方尺或等于购物中心45%净租赁面积(NLA)的租金合约即将到期,必须更新。

他说,随着双威度假城(Sunway Resort City)新建设基本设施如双威线巴士捷运系统(BRT-Sunway Line)、扩大道路等工程完工后,可带动人潮。
“更多人潮就会带动消费,增加收入,我们有信心租金回酬也受激励。”

出席记者会的高层还包括该公司总财务长韦素芬、业务发展经理桑卡及高级财务经理曹珼荌。

根据双威产托年报,双威购物中心是该公司主要营业额贡献,2013财年内,营业额贡献达2亿3905万5000令吉,双威产托资产组合整体营业额为4亿1594万6000令吉。

同时,他披露,双威购物中心进行中Oasis Boulevard5扩张计划于今年底完成,增加2万362平方尺净租用面积,将陆续引进著名瑞典服装零售品牌H&M、Sephora、Armani Exhange等,冀望引来新人潮。

现有2万3432平方尺出租面积也将重新编排。

不急于收购资产

针对增购资产计划,黄中立解释,他们不急于短期内收购资产,因此会严格筛选资产,确保新资产能够带来长期增长和诱人回酬。

他透露,双威产托目前负债水平仅31%,足够资本开销和收购资产,加上有优先权,可收购双威(SUNWAY,5211,主板产业股)进行中的Sunway Giza购物广场、Sunway Pinnacle和Sunway Velocity,总值介于20至30亿令吉的资产。

他因此不担心无法完成未来2至3年内,将资产组合总值从51.8亿令吉,提升至70亿令吉的目标。

黄中立预见,长期内的利率料攀升,产托回酬会下滑,因此对收购资产价格更敏感。

同时,双威产托会继续谨慎进行资本管理,平均贷款成本维持在4%以下。

2013财年内,双威产托平均贷款成本为3.77%,节省高达1080令吉。[南洋网财经] 本帖最后由 icy97 于 26-9-2013 06:44 PM 编辑

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发表于 26-9-2013 02:53 AM | 显示全部楼层
SUNWAY REAL ESTATE INVESTMENT TRUST

Type
Announcement
Subject
TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS)
RELATED PARTY TRANSACTIONS
Description
SUNWAY REAL ESTATE INVESTMENT TRUST (“SUNREIT”)
- SECOND CAR PARK TENANCY AGREEMENTS BETWEEN RHB TRUSTEES BERHAD (FORMERLY KNOWN AS OSK TRUSTEES BERHAD) (AS TRUSTEE FOR SUNREIT) AND SUNWAY LEISURE SDN BHD, A WHOLLY-OWNED SUBSIDIARY OF SUNWAY BERHAD
1. INTRODUCTION
RHB Trustees Berhad (formerly known as OSK Trustees Berhad) (as Trustee for SUNREIT) (“
the Trustee”) and Sunway Leisure Sdn Bhd (“SLSB”), a wholly-owned subsidiary of Sunway City Sdn Bhd (“SunCity”) which in turn is a wholly-owned subsidiary of Sunway Berhad (“Sunway”) had on 8 July 2010, entered into the First Car Park Tenancy Agreements in relation to the following properties for a term of three (3) years (“First CPTAs”):-
(i) Sunway Tower;
(ii) Menara Sunway;
(iii) Sunway Pyramid Shopping Mall;
(iv) Sunway Carnival Shopping Mall;
(v) Sunway Resort Hotel & Spa;
(vi) Pyramid Tower Hotel; and
(vii) Sunway Hotel Seberang Jaya.

(collectively “the Properties”)

The Trustee and SLSB has on 25 September 2013, entered into the Second Car Park Tenancy Agreements (“Second CPTAs”) in relation to the Properties for another term of three (3) years commencing from 8 July 2013.


2. SALIENT TERMS OF THE SECOND CPTAs
Pursuant to the Second CPTAs, the parties have agreed to renew the tenancy of the Properties on the same terms and conditions as the First CPTAs, save and except for the following amendments:-
(a) The number of car park bays and car park rates are updated for each of the Properties.
(b) The payment of fire and public liability insurances on the Properties by SLSB.
(c) All such reasonable charges relating to the maintenance and repair carried out by SLSB would be settled by the Trustee within fourteen (14) Business Days of the written notice instead of 14 days.

3. INFORMATION ON SUNWAY, SUNCITY, SLSB, THE TRUSTEE AND SUNREIT        
3.1 Sunway

    Sunway is a company incorporated in Malaysia and having its registered office at Level 16, Menara Sunway, Jalan Lagoon Timur, Bandar Sunway, 46150 Petaling Jaya, Selangor Darul Ehsan. The authorised and paid-up share capital of Sunway are RM10,000,000,000/- and RM1,723,489,001/- respectively. The principal activities of Sunway are investment holding and provision of management services.

3.2 SunCity

    SunCity is a company incorporated in Malaysia and having its registered office at Level 16, Menara Sunway, Jalan Lagoon Timur, Bandar Sunway, 46150 Petaling Jaya, Selangor Darul Ehsan. The authorised and paid-up share capital of SunCity are RM3,500,000,000/- and RM251,354.14 respectively. The principal activity of SunCity is investment holding.

3.3 SLSB

    SLSB is a wholly-owned subsidiary of SunCity which in turn is a wholly-owned subsidiary of Sunway, is a company incorporated in Malaysia and having its registered office at Level 16, Menara Sunway, Jalan Lagoon Timur, Bandar Sunway, 46150 Petaling Jaya, Selangor Darul Ehsan. The authorised and paid-up share capital of SLSB are RM100,000/- and RM2/- respectively. The principal activities of SLSB are operating of ice rink and car park management.

3.4 The Trustee

    The Trustee is a company incorporated in Malaysia and having its registered office at Level 10, Tower One, RHB Centre, Jalan Tun Razak, 50400 Kuala Lumpur. It is registered as a trust company under the Trust Companies Act, 1949.

    The principal activity of the Trustee is providing professional retail and corporate trustee services.


    The present authorised share capital of the Trustee is RM25,000,000 comprising 2,500,000 ordinary shares of RM10.00 each, of which 1,200,000 ordinary shares are currently issued and credited as partially paid-up of RM5.00 each in the Trustee.

3.5 SUNREIT

    SUNREIT was established pursuant to a Deed dated 20 May 2010 (as amended by a Supplementary Deed dated 10 June 2010) entered into between Sunway REIT Management Sdn Bhd (as Manager for SUNREIT) (“the Manager”) and the Trustee. The principal investment policy of SUNREIT is to invest in commercial, office, industrial and other real estate assets.


3.6 The Manager

    The Manager, a subsidiary of Sunway, is a company incorporated in Malaysia and having its registered office at Level 16, Menara Sunway, Jalan Lagoon Timur, Bandar Sunway, 46150 Petaling Jaya, Selangor Darul Ehsan. The authorised and paid-up share capital of the Manager are RM1,000,000/- respectively. The principal activity of the Manager is managing and administering a real estate investment fund.

4. RATIONALE
SLSB is the current carpark operator for the Properties and their past performance has been satisfactory. The rental computation formula remained unchanged for the renewal.


5. EFFECTS OF THE SECOND CPTAs5.1 On Unit Capital and Substantial Unitholders’ Unitholding

    The Second CPTAs will not have any effect on the total units of SUNREIT in issue and substantial unitholders’ unitholding of SUNREIT as they do not involve any issuance of new units by SUNREIT.

5.2 On Net Asset Value (“NAV”)
The Second CPTAs will have no material impact or changes to the unaudited NAV of SUNREIT at the time of completion.

5.3 On Earnings
The Second CPTAs are not expected to have any material effect on the earnings of SUNREIT for the financial year ending 30 June 2014.

6. APPROVALS REQUIRED
Pursuant to the REIT Guidelines, the Second CPTAs do not require approval from the Securities Commission or the unitholders of SUNREIT.


7. DIRECTORS' AND MAJOR UNITHOLDERS' INTERESTS
Tan Sri Dato' Seri Dr Jeffrey Cheah Fook Ling and Dato’ Ngeow Voon Yean are Directors of the Manager. Tan Sri Dato' Seri Dr Jeffrey Cheah Fook Ling is also a Director of Sunway. Dato’ Ngeow Voon Yean is also a Director of SLSB and has direct and indirect interests in Sunway. He also has deemed interest in Sunway REIT.

Tan Sri Dato’ Seri Dr Jeffrey Cheah Fook Ling, Puan Sri Datin Seri (Dr) Susan Cheah Seok Cheng, Sarena Cheah Yean Tih, Evan Cheah Yean Shin, Sungei Way Corporation Sdn Bhd and Active Equity Sdn Bhd are major shareholders of Sunway and major unitholders of Sunway REIT. Sarena Cheah Yean Tih is also a Director of the Company.

Accordingly, Tan Sri Dato' Seri Dr Jeffrey Cheah Fook Ling, Dato’ Ngeow Voon Yean and Sarena Cheah Yean Tih have abstained from deliberation and voting in the Board of the Manager in respect of the Second CPTAs.

Save as disclosed above, none of the other directors of the Manager or substantial unitholders of SUNREIT or persons connected with them has any interest, direct or indirect, in the Second CPTAs.

8. THE MANAGER’S AUDIT COMMITTEE’S RECOMMENDATION
The Audit Committee of the Manager after having considered all aspects of the Second CPTAs (which is a renewal of the First CPTAs), is of the opinion that the Second CPTAs are in the best interests of SUNREIT and are not detrimental to the interests of the non-interested unitholders of SUNREIT. The Audit Committee of the Manager is of the view that the Second CPTAs is fair, reasonable and on normal commercial terms.

9. STATEMENT BY THE BOARD OF DIRECTORS
Save and except for Tan Sri Dato' Seri Dr Jeffrey Cheah Fook Ling, Dato’ Ngeow Voon Yean and Sarena Cheah Yean Tih, the Board of Directors of the Manager is of the opinion that the Second CPTAs are in the best interests of SUNREIT.


10. DOCUMENTS AVAILABLE FOR INSPECTION
The Second CPTAs are available for inspection by unitholders of SUNREIT at the registered office of the Manager at Level 16, Menara Sunway, Jalan Lagoon Timur, Bandar Sunway, 46150 Petaling Jaya, Selangor Darul Ehsan during normal business hours (9.00 a.m. to 6.00 p.m.) from Monday to Friday (except public holidays) for a period of 14 days from the date of this announcement.

This announcement is dated 25 September 2013.

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发表于 17-10-2013 12:38 AM | 显示全部楼层
SUNWAY REAL ESTATE INVESTMENT TRUST

TypeAnnouncement
SubjectOTHERS
DescriptionSUNWAY REAL ESTATE INVESTMENT TRUST ("SUNREIT")
- Targeted date of release of unaudited financial results for the first quarter ended 30 September 2013
We wish to announce that SUNREIT targets to release its unaudited financial results for the first quarter ended 30 September 2013 after 5.00 p.m. on Tuesday, 29 October 2013. This announcement is dated 16 October 2013.

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发表于 24-10-2013 07:55 PM | 显示全部楼层
waikit1987 发表于 26-8-2013 06:29 PM
很不被看好了

为什么呢?
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发表于 30-10-2013 02:16 PM | 显示全部楼层
Income Distribution
SUNWAY REAL ESTATE INVESTMENT TRUST

EX-date12/11/2013
Entitlement date14/11/2013
Entitlement time05:00:00 PM
Entitlement subjectIncome Distribution
Entitlement descriptionFirst Income Distribution of 2.00 sen per unit (of which 1.65 sen per unit is taxable and 0.35 sen per unit is non-taxable) for the first quarter ended 30 September 2013
Period of interest payment to
Financial Year End30/06/2014
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 noSunway Management Sdn Bhd
Level 16, Menara Sunway
Jalan Lagoon Timur, Bandar Sunway
47500 Subang Jaya, Selangor Darul Ehsan
Tel No. 03-5639 8889
Payment date        28/11/2013
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers14/11/2013
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 indicatorCurrency
CurrencyMalaysian Ringgit (MYR)
Entitlement in Currency0.02
本帖最后由 icy97 于 30-10-2013 06:23 PM 编辑

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发表于 30-10-2013 02:17 PM | 显示全部楼层
首季净利5540万 双威产托派息2仙
财经新闻 财经  2013-10-30 11:57
http://www.nanyang.com/node/575371?tid=462

(吉隆坡29日讯)双威产托(Sunreit,5176,主板产业信托股)在截至9月30日首季净利上涨6.52%,并建议派发每单位2仙股息。

双威产托首季净利报5540万令吉,上财年同期净利为5200万9000令吉。

首季营业额上扬0.4%至10亿17万6000令吉,上财年同期为9977万2000令吉。

每单位盈利从上财年的1.93仙,下滑至1.90仙。

根据文告,虽然Sunway Putra广场进行翻新工程,造成收入上的损失,但产业信托的营业额依然能微涨。

文告指营业额上涨主要归功于2012年收购的双威医药中心,以及双威金字塔购物广场和Sunway Carnival广场稳健的增长。

净产业收入增6.3%

首季零售部分取得比较低的营业额,主要因为Sunway Putra广场关闭,另外酒店业务也放缓。

另外,虽然办公楼面临供应过剩的情况,但双威产托源自办公楼的营业额,在首季增长7.7%,净产业收入(NPI)也上涨6.3%。

双威产托管理私人有限公司总执行长拿督黄中立在文告表示,根据观察,酒店与办公楼面临的竞争越来越激烈。

“虽然我们在Sunway Putra广场关闭进行翻新的情况下,努力维持2014财年派发每单位股息,但因为酒店与办公楼前景放缓,每单位股息可能会下跌。”

至于收购策略,他表示会采取谨慎的态度,因为随着经济放缓,中期内预计有更多机会。[南洋网财经]

SUMMARY OF KEY FINANCIAL INFORMATION
30/09/2013
INDIVIDUAL PERIOD
CUMULATIVE PERIOD
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
30/09/2013
30/09/2012
30/09/2013
30/09/2012
$$'000
$$'000
$$'000
$$'000
1Revenue
100,176
99,772
100,176
99,772
2Profit/(loss) before tax
55,400
52,009
55,400
52,009
3Profit/(loss) for the period
55,400
52,009
55,400
52,009
4Profit/(loss) attributable to ordinary equity holders of the parent
55,400
52,009
55,400
52,009
5Basic earnings/(loss) per share (Subunit)
1.90
1.93
1.90
1.93
6Proposed/Declared dividend per share (Subunit)
2.00
2.03
2.00
2.03


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 ($$)
1.1812
1.1809

本帖最后由 icy97 于 30-10-2013 11:35 PM 编辑

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发表于 31-10-2013 12:46 AM | 显示全部楼层
辦公樓及酒店業務欠佳‧雙威產託財測下調

2013-10-30 17:31      
(吉隆坡30日訊)雙威產業信托(SUNREIT,5176,主板產業投資信托組)截至2014年財政年首季業績表現符合市場預測,惟由於旗下辦公樓及酒店業務前景欠佳,全年每單位股息料不會有驚喜,使分析員皆略為下調財測,以反映中短期的利空。

興業研究認為,雙威產托首季淨利5千540萬令吉,符合市場預測,不過,由於旗下辦公樓及酒店業務領域前景欠佳,管理層披露2014年每單位股息將保持平平或是負增長。

安聯研究指出,雙威產托管理層認為收購加強回酬率資產日益困難,因過去數月大馬產業投資信托回酬率走高,使該公司採取較謹慎態度,預期中期市場走軟時將浮現更多良機。

目前通過資產提昇措施以推動更好的每單位股息。

興業指出,雙威產業旗下酒店租用率料受到企業活動放緩的負面影響,而吉隆坡辦公樓租用率也低於90%,加上60%淨可出租樓面租金合約,將在2014年及2015年重新更新,惟零售領域將略為抵消此劣勢。

一些裝修中的產業包括Oasis Boulevard及雙威太子購物中心如期推行,預料分別在2014年次季及2015年2月完成。

“該公司2014年至2015年資本開銷約5億令吉,其中2億2千萬令吉在2014年進行。最近宣佈的消費稅影響尚不明确,預料它將納入租金收費率,而租戶則可以取得稅務回扣。”

興業將2014年至2015年財政年淨利預測下調2%至6%,分別至2億3千萬令吉,以及2015年則為2億7千600萬令吉。

丰隆研究將2014年至2016年淨利預測下調5.4%至6.5%,分別至2億2千610萬令吉,2億8千200萬令吉,以及2億9千620萬令吉,主要是反映下調酒店領域淨利預測所致。2014年每單位股息假設也下調5.3%至8.16仙。

黃氏唯高達將2014年至2016年淨利預測,分別下調1.9%,1.6%以及0.4%。MIDF研究則將2014/15淨利預測下調2.2%及4.2%。

馬銀行研究指出,雙威金字塔購物中心仍是其“皇冠上的寶石”,持續吸引著名國際品牌入駐,至今租金調升幅度達到14.4%,預料38.2%租戶將在2014年6月間調整出租率。(星洲日報/財經‧作者:李文龍/)


酒店和办公室续不稳 双威产托医药中心成主力

财经新闻 财经  2013-11-01 10:59
(吉隆坡31日讯)虽然双威产托(Sunreit,5176,主板产业信托股)购物广场资产业绩表现平稳,但酒店和办公室产业表现却差强人意,分析员重新检讨该公司未来的业绩预测。

双威产托2014财年首季净利报5540万令吉,按年扬6.6%,最大贡献功臣是双威医药中心。公司同时宣布派发每单位2仙股息。

同期营业额报1亿17万6000令吉,较上财年同期的9977万2000令吉扬0.4%。

此外,当季每股盈利报1.90令吉,上财年同期为1.93令吉。

MIDF研究分析员指出:双威产托整体表现因为双威太子购物广场(Sunway Putra Mall)关闭装修,再加上双威购物中心(Sunway Pyramid)店铺租用率从上季的98.3%下滑至97%而拉低。”

此外,双威购物广场租金增幅收窄,也是导致购物广场产业业务增长率不显著的主因。

尽管如此,马银行投资银行分析员认为,双威购物广场将持续成为公司未来两年的主要贡献者。

“鉴于双威太子购物广场装修工程只会在2015年2月份完成,所以双威购物广场还是公司最大的收入来源。”

财测目标价下调

分析员认为,双威医药中心表现料会走强,因而预测该业务会给予双威产托显著的盈利贡献。

“至于酒店和办公室业务则会继续动荡不稳。”

肯纳格投资银行分析员指出,双威太子酒店(Sunway Putra Hotel)受累于双威太子购物广场暂时关闭影响,首季入住率滑至43.8%,上季度为55.4%。

不过,SeberangJaya双威酒店则从49.5%提高至57.8%。

MIDF研究分析员也调低双威产托2014和2015财年营业额的2.2%和4.2%,目标价也下调整1.44令吉。[南洋网财经]

本帖最后由 icy97 于 1-11-2013 10:45 PM 编辑

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发表于 26-11-2013 03:34 AM | 显示全部楼层
雙威產託股息料上調

2013-11-25 17:11      
(吉隆坡25日訊)雙威產業信托(SUNREIT,5176,主板產業投資信托組)擴大Putra Place產業的翻新計劃,除了之前建議零售商場,如今也將涉及辦公樓及酒店,以提昇整體的租金水平。

總翻新成本料為4億5千920萬令吉,商場、酒店及辦公樓各佔3億零720萬、1億2千300萬及2千900萬令吉。

另外,該公司也放眼注入新資產,以擴大資產組合,而潛在收購的資產會是酒店。

分析
安聯研究指出,雖然擴大翻新計劃將拖累雙威產托短期盈利表現,甚至造成更大虧損,但長期仍將帶來賺益,因而作出紅利派發預估。

“2014財政年紅利料調降3.6%,惟預計2015及2016財政年分別上調8.8%及15.4%。”

財測下調
同時,該行將2014及2015財政年財測下調3.5%及1%,但2016財政年卻上調4.7%,以反映Putra Place產業的強大貢獻。

在考量翻新計劃會影響酒店的租客率後,馬銀行研究將雙威產托2014及2015財政年財測下調3%。

興業研究則將該公司2015財政年財測調降10%,因為翻新計劃的影響將延續至2016財政年。

雙威產托管理層預期翻新工作完成後,每年將可捎來7千萬至8千萬令吉淨產業收益,相等於7.5%至8.5%投資回酬,及6.4%至7%淨產業收益回酬。

安聯相信該公司可達到上述目標,而且舉債空間可高達10億令吉,目前負債比企於0.31倍。

黃氏唯高達研究也認為收益目標合理,但由於整體辦公樓及酒店市場前景具挑戰,加上產業位置不夠策略性,因而仍持謹慎看法。

“由於柏威年(Pavillion)及陽光廣場(Suria KLCC)的服裝定位強穩,所以我們相信Putra商場會傾向於餐飲定位。”

無論如何,該行相信租用率不會是重大問題,會是雙威產托本身的潛在客戶。

安聯認為投資者對產托的購興僅能從2014年中起回揚,特別是當翻新工作結束後。(星洲日報/財經)

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发表于 29-11-2013 02:17 AM | 显示全部楼层
SPP 加速翻新 双威产托长期亮眼

财经新闻 财经  2013-11-27 12:57
(吉隆坡26日讯)双威产托(SUNREIT,5176,主板产业信托股)Sunway Putra Place(前The Mall,美达广场,现简称SPP)翻新工程,预计短期内必定冲击盈利,但长期展望将更亮眼。

双威产托上周举行分析员汇报会,宣布增加SPP翻新工程,其中包括零售商场、办公楼和酒店,以减少对生意的影响,也更有能力争取高租金。此前计划只包含零售商场。

双威产托冀把SPP,转变为潮流城市商场,并附有5星级酒店和办公楼。

同时,公司也希望在翻新后,提高SPP的净产业收入、入住率和租金。

2年财测下调

SPP目前装修中,影响SPP酒店的生意和入住率。基于双威产托决定扩大翻新计划,分析员纷纷下调双威产托2014及2015财年的财测。

肯纳格投行分析员下调酒店入住率和大楼出租率预测,所以下修双威产托2014及2015财年盈利0.6%和2.4%,至2亿1000万令吉和2亿1800万令吉。

尽管入住率和盈利下跌,他看好双威产托的决定,长期可带来成果,因为租金调升和入住率回升,肯定推高2016财年的盈利。

他也下调2014财年每股股息0.6%,至7.64仙,所以微调双威产托目标价,从1.36令吉至1.35令吉。不过,他保持“跟随大市”评级。

配合SPP翻新计划,双威产托定下关键绩效指标(KPI),预计商场出租率将达到95%、办公楼出租率增加值90%,以及酒店入住率上升至73%。



探讨收购新资产良机

马银行投行分析员点出,虽然双威产托未来一年得把大部分心力,花费在SPP的翻新工程,但仍继续探讨收购新资产的机会。

据悉,双威产托刚与一家位于巴生谷之外的酒店管理层会谈,同时可能考虑重启收购另一家酒店的计划。

他下调双威产托2014至2015财年盈利预测3%,但上修2016财年盈利预测。

他相信,双威产托短期内的盈利展望,将依赖双威金字塔购物广场。

达证券分析员相信,SPP在2015财年完成翻新后,首6个月的净产业收入将达到2300万令吉,2016全年贡献则高达5300万令吉。

他预计,SPP的净产业收入会在2018财年稳定,录得7200万令吉。



●翻新后净产业收入:7000万至8000万令吉
●投资回酬稳定:7.5至8.5%
●平均10年投资回酬:8至9%
●内部回酬率(IRR):11至12%
●预期竣工日期:2015年初

资料来源:双威产托

[南洋网财经]
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发表于 30-11-2013 03:14 AM | 显示全部楼层
SUNWAY REAL ESTATE INVESTMENT TRUST

1. Details of Corporate Proposal
Whether the corporate proposal involves the issuance of new type
and new class of securities?
No
Types of corporate proposal
Special Issue
Details of corporate proposal
The issuance of 2,258,100 units is pursuant to the part payment of management fees in units to Sunway REIT Management Sdn Bhd, the Manager of Sunway Real Estate Investment Trust, for the first financial quarter ended 30 September 2013.

The total management fee payable to the Manager for the first financial quarter ended 30 September 2013 amounted to RM6,328,555.61, whereby approximately RM3,164,275.53 was satisfied via the issuance of new units to the Manager. Based on the 10-day volume weighted average price of the units up to and including 30 September 2013 of RM1.401, the number of units issued to the Manager was 2,258,100 units.
No. of shares issued under this corporate proposal
2,258,100
Issue price per share ($$)
MYR 1.401
Par Value ($$)
MYR 0.000
Latest issued and paid up share capital after the above corporate proposal in the following
Units
2,923,685,000
Currency
MYR 0.000
Listing Date
29/11/2013

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发表于 3-12-2013 05:49 PM | 显示全部楼层
@williamnkk81
请问高手,长期看,双威产托与嘉德,哪个好? 本帖最后由 icy97 于 3-12-2013 07:53 PM 编辑

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发表于 3-12-2013 09:48 PM | 显示全部楼层
leelolo 发表于 3-12-2013 05:49 PM
@williamnkk81
请问高手,长期看,双威产托与嘉德,哪个好?

這兩家業務很像樣。。。。 你要比較的話就是。。 NTA對股價。。 還有股息比例。。 和產業地點發展。。。
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发表于 10-1-2014 09:53 PM | 显示全部楼层
SUNWAY REAL ESTATE INVESTMENT TRUST

Type
Announcement
Subject
OTHERS
Description
SUNWAY REAL ESTATE INVESTMENT TRUST ("SUNREIT")
- Targeted date of release of unaudited financial results for the second quarter ended 31 December 2013
We wish to announce that SUNREIT targets to release its unaudited financial results for the second quarter ended 31 December 2013 after 5.00 p.m. on Friday, 24 January 2014.

This announcement is dated 10 January 2014.

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发表于 11-1-2014 06:40 AM | 显示全部楼层
大家要记得收购双威产业股噢,来临的十一个月里,他们可是会分发四次股息。
以去年的总股息分发的报告,一年可享有6%利息 (我个人认为是比放进银行好多了)

2013 派息
Feb 0.0316
May 0.0109
Aug 0.0200
Dec 0.0183
总数:RM0.0808

投资愉快。。。一有钱大家一起赚!
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发表于 11-1-2014 07:59 AM 来自手机 | 显示全部楼层
Nevets29 发表于 11-1-2014 06:40 AM
大家要记得收购双威产业股噢,来临的十一个月里,他们可是会分发四次股息。
以去年的总股息分发的报告,一 ...

这些资料那里可以找到~可以给link吗~谢谢…

点评

http://www.malaysiastock.biz/Corporate-Infomation.aspx?type=A&value=S&source=M&securityCode=5176  发表于 11-1-2014 02:42 PM
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发表于 11-1-2014 09:07 PM | 显示全部楼层
dinomayo 发表于 11-1-2014 07:59 AM
这些资料那里可以找到~可以给link吗~谢谢…

http://www.bursamalaysia.com/market/listed-companies/company-announcements/#/?category=EA&sub_category=all&alphabetical=All&company=5176

在Bursa网页里,你还可以选择Annual Report, Financial Result等等。。。
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发表于 11-1-2014 10:38 PM 来自手机 | 显示全部楼层
Nevets29 发表于 11-1-2014 09:07 PM
http://www.bursamalaysia.com/market/listed-companies/company-announcements/#/?category=EA&sub_cate ...

Ok.谢谢您~这只也是sumway旗下子公司哦~
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