【SUNREIT 5176 交流专区】SunwayREIT双威产托料

我是木匠

stephen_88 发表于 1-7-2014 03:04 PM
你什么价位买入的?

1.45咯。。。。。。

stephen_88

我是木匠 发表于 1-7-2014 03:08 PM
1.45咯。。。。。。

有点高的说,不过长远计划还好,等派息

icy97

短期盈收现金看涨 双威产托票据展望稳定

财经新闻 财经  2014-07-10 11:48
（吉隆坡9日讯）大马评估机构（RAM）重申，双威产托（SUNREIT，5176，主板产业信托股）总值16亿令吉商业票据的P1（s）评级。

大马评估机构预料，由双威产托旗下的SunREIT所管理的商业票据短期盈收和现金稳健，受惠于主要资产过去贡献记录良好、酒店资产租金收入有保障，以及净出租面积随着并购活动而提高。

此外，一旦双威Putra Place整修工程结束，料租金贡献也会推动业务增长。

目前，零售租户是双威产托盈收最大贡献者。

截至财年首3季，该业务租金贡献66%净产业收入（NPI），当中，双威金字塔购物中心贡献最大。

虽然显著依赖双威金字塔购物中心贡献，但广场租户组合良好，可减低风险。

（吉隆坡9日讯）晋纬控股（CHINWEL，5007，主板工业产品股）以80万美元（254万9600令吉），脱售亏损间接子公司Swisstec Sourcing的50%股权。

根据文告，Swisstec并非晋纬控股的核心业务，脱售后不仅可实现投资赚幅，也能终止共享亏损，将资源用在其他投资机会上。

虽然Swisstec不再是联号公司，但双方的商业关系不受影响，依旧是该公司的顾客。

明年进军印尼特亿国际3年达100分店（吉隆坡9日讯）效能方案（EFFICEN，0064，主板贸服股）以总值652万1050令吉，收购位于芙蓉的2万3301平方米地皮。

独资子公司效能存储方案私人有限公司，与朝圣基金局（Lembaga Tabung Haji）及THP Enstek发展签署买卖合约。

公司收购该对皮主要是为了投资用途，以及储存实体文件、数码文件等。

效能方案购地建库存短期盈收现金看涨双威产托票据展望稳定继过去3年内转亏为盈，特亿国际管理层承诺将逐步提高股息派发率，回馈股东。

兴业研究分析报告指出，特亿国际管理层早前在由该研究举行的“东协企业日”交流会上，透露该公司新计划及未来派息展望。

尽管目前为止，该公司没有派息政策，但兴业研究分析员预计，其2015和2016财年，将派息40%，等于3.2%至4%回酬率。

针对进军印尼新市场，分析员相信短期内，净利贡献不显著，但看好该新动向，因为可凭着Dermalogica品牌拓展区域市场。

分析员补充，基于特亿国际与Dermalogica品牌的良好关系、管理层发展业务的决心及稳健资产负债表支撑净利增长率，维持“买入”

评级，目标价为1.72令吉。

承诺逐步提高派息率特亿国际业绩截至3月财年20142015预测2016预测营业额（令吉）1.43亿1.6亿1.74亿净利（令吉）1550万1830万2140万每股盈利（仙）81012本益比（倍）151311周息率（%）2.43.24.0资料来源：兴业研究最近的租金调涨成功抵消了双威PutraPlace的损失，尽管有些租约更新不成，但该机构就双威产托过去表现记录，不为此担忧。

虽然零售租户租金收入稳增，但双威产托仍需解决表现较逊色的酒店和办公室业务，大马评估机构也谨慎观望其发展。

根据目前账目表现，双威产托可融资最多19亿令吉，但大马评估机构不认为公司会因而积极提高贷款，并估计会维持负债率在0.6倍。【南洋网财经】

icy97

ype	Announcement
Subject	OTHERS
Description	SUNWAY REAL ESTATE INVESTMENT TRUST ("SUNREIT") - Targeted date of release of unaudited financial results for the fourth quarter ended 30 June 2014
We wish to announce that SUNREIT targets to release its unaudited financial results for the fourth quarter ended 30 June 2014 after 5.00 p.m. on Monday, 11 August 2014. This announcement is dated 25 July 2014.

我是木匠

icy97 发表于 26-7-2014 04:21 AM

期待期待。。。。。。

icy97

雙威產託全年淨利料2.37億

2014-08-05 16:45      
（吉隆坡5日訊）雙威產業信托（SUNREIT,5176,主板產托組）下週公佈的2014年全年業績受看好，豐隆研究預計全年淨利可達2億3千710萬令吉。

該公司首9個月淨利超越豐隆預測，主要是辦公室與零售商產之停車場收益出現落差，豐隆因此稍調高預測，較市場更看好2014與2015財政年財測。
豐隆預測2014全年財測2億3千710萬令吉，優於市場預測4.2%；2015財政年淨利預測為2億6千910萬令吉，較市場預測更高出6.2%。

豐隆調高2014至2016財政年淨利1.3%至4.9%，以把停車場收益貢獻調整；預測2015財政年每單位盈利在雙威布特拉購物中心（SPM）第三季重開後，增長13.5%。

豐隆預測2014和2015年全年營業額分別是3億9千880萬和4億5千570萬令吉。

在辦公室與零售商產方面，停車場收益出現一些落差，促使辦公產業租金預測更出現落差，已調整這些預測。

豐隆說，零售商產維持穩健，這區塊佔毛營業額的70%，其中雙威金字塔與雙威嘉年華營業額各增長7%與12.9%，抵銷了雙威布特拉關閉（2013年4月關閉作為裝修用途）。雙威布特拉將於2015財政年第三季重新開張。

豐隆說，雙威產託是強力收購與注入資產的大馬產託之一，缺點是太倚賴雙威城產業和雙威金字塔群產業，形成資產與租戶很大競爭；該區辦公與新辦公間出現供應過剩，在酒店區塊表現也呈波動。

基於隔夜利率年杪可能進一步調高，豐隆維持大馬產託前景“中和”，因此維持雙威產托“持有”評級，目標價由1令吉26仙調高至1令吉32仙，週息率維持6.5%不變。（星洲日報／財經‧報道：張啟華）

icy97

双威产托末季赚2.3亿

财经新闻 财经  2014-08-12 12:13
（吉隆坡11日讯）双威产托（SUNREIT，5176，主板产业信托股）截至6月30日末季净利微扬2.72%，报2亿3521万令吉，并宣布派发每单位2.03仙终期收入分配。

该公司在上财年同期净利为2亿2897万1000令吉。

虽然Sunway Putra Place（简称SPP）因去年5月开始翻新，对整体营业额贡献因而下滑，但其他广场的稳定表现支撑，该产托的末季营业额仍上扬5.11%，报1亿921万7000令吉，去年同期为1亿390万6000令吉。

全年表现方面，双威产托净利上扬4.79%，报4亿1112万4000令吉；营业额则扬升2.84%，录得4亿2778万8000令吉。

双威产托总执行长拿督黄中立在文告中表示，国行近期升息的举措，相信不会对2015财年盈利带来影响。

“我们负债率处在31%健康水平，且有76%借贷为定期利率，在未来也会持续采用积极的资本管理策略。”【南洋网财经】

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	109,217	103,906	427,788	415,946
2	Profit/(loss) before tax	235,210	228,971	411,124	392,322
3	Profit/(loss) for the period	235,210	228,971	411,124	392,322
4	Profit/(loss) attributable to ordinary equity holders of the parent	235,210	228,971	411,124	392,322
5	Basic earnings/(loss) per share (Subunit)	8.04	8.12	14.06	14.11
6	Proposed/Declared dividend per share (Subunit)	2.03	2.02	8.36	8.30
		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 ($$)	1.2390		1.1809

Type	Announcement
Subject	OTHERS
Description	SUNWAY REAL ESTATE INVESTMENT TRUST ("SUNREIT") Media Release and Presentation Slides - Financial Results for 4th Quarter ended 30 June 2014
The media release and presentation slides provide an overview of the financial performance/results of SUNREIT for the 4th quarter ended 30 June 2014. This announcement is dated 11 August 2014. http://www.bursamalaysia.com/market/listed-companies/company-announcements/1707085

Attachments Sunway REIT 4Q2014 Media Release.pdf Sunway REIT_4Q 2014_Presentation Deck.pdf

icy97

EX-date	22/08/2014
Entitlement date	26/08/2014
Entitlement time	05:00:00 PM
Entitlement subject	Income Distribution
Entitlement description	Final Income Distribution of 2.03 sen per unit (of which 1.58 sen per unit is taxable and 0.45 sen per unit is non-taxable/tax exempt) for the fourth quarter ended 30 June 2014.
Period of interest payment	to
Financial Year End	30/06/2014
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 no	Sunway 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	10/09/2014
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	26/08/2014
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	0.0203

icy97

布特拉商場明年重新開業‧雙威產託盈利成長可期

2014-08-20 16:17      
（吉隆坡20日訊）雙威產業信託（SUNREIT,5176,主板產業投資信託組）全年業績符預期，分析員認為該公司旗下布特拉購物廣場在明年初重新開業後，將可推動盈利進一步增長。

馬銀行研究表示，雙威產託在2014年第四季的核心淨利為5千600萬令吉（按年增長1%，按季跌4%），帶動全年淨利達2億3千200萬令吉（按年成長6%），相等於該行和市場平均全年財測的106%和101%，主要是因為酒店住客率及雙威嘉年華廣場的租金成長比預期佳。

雙威產託管理層在2014年6月提高服務開銷，但由於實際的門牌稅比預期低，可能在接下來季度將過度撥備的門牌稅開銷重新入賬，因此預期來季的淨產業收入（NPI）賺幅更佳。

馬銀行研究預計，雙威布特拉購物廣場在明年1、2月啟用後，將從2016財政年起，成為主要盈利催化因素。

興業研究則認為雙威產託無驚喜，並預計零售產業會持續成為主要成長來源。雙威布特拉購物廣場的重新發展計劃接近完成，預計將在2015財政年第三季重新開業。目前該廣場已經簽下60%租戶，離目標逾70%不遠。但是該商場的貢獻可能波動，因為最初數周將不收租金。而雙威嘉年華商場引進Sam'sGroceria高檔超市，將令整體零售成長進一步增強。

酒店和辦公樓表現料平平

興業研究預期該公司的酒店和辦公樓領域的成長在2015財政年繼續表現平平。馬銀行研究也認為雙威產託的辦公樓部門將繼續面對壓力，因目前辦公樓供應過剩，加上聯熹（RANHILL）將在2015年搬離位於雙威大廈（SunwayTower）佔地7萬2千平方呎的辦公室，到時將會令雙威大廈的出租率下跌7.3%至77%。

有鑒於2014年的業績、低門牌稅、雙威布特拉購物廣場平均租金更佳（每方呎6令吉50仙），馬銀行研究將其2015及2016年的業績預測調漲4至5%。



（星洲日報／財經‧報道：陳林德）

investfuture

分析sunreit(5176) 2014 annual report，一些你不想錯過的細節

詳情請看 http://www.malaysiareit.com/2014/09/xray-sunreit-5176-2014annual-report.html

小陈陈

investfuture 发表于 3-9-2014 08:36 AM
分析sunreit(5176) 2014 annual report，一些你不想錯過的細節

詳情請看 http://www.malaysiareit.com/2 ...

你的link不齐全啊

icy97

Type	Announcement
Subject	OTHERS
Description	SUNWAY REAL ESTATE INVESTMENT TRUST (“SUNREIT”) -        VARIATION TO THE HOTEL MASTER LEASE DATED 26 MAY 2010 RELATING TO SUNWAY RESORT HOTEL BETWEEN RHB TRUSTEES BERHAD (AS TRUSTEE FOR SUNREIT), SUNWAY REIT MANAGEMENT SDN BHD AND SUNWAY RESORT HOTEL SDN BHD
1.   INTRODUCTION We refer to the Hotel Master Lease made between RHB Trustees Berhad as Trustee for SUNREIT (“the Lessor”), Sunway REIT Management Sdn Bhd as the Manager for SUNREIT (“the Manager”) and Sunway Resort Hotel Sdn Bhd (“SRHSB” or “the Lessee”), a wholly-owned subsidiary of Sunway City Sdn Bhd (“SunCity”) which in turn is a wholly-owned subsidiary of Sunway Berhad (“Sunway”) (“SRH Hotel Master Lease”) whereby the Lessor agrees to lease the Premises (as defined in the SRH Hotel Master Lease) to the Lessee to be operated as a hotel subject to the terms and conditions as stipulated in the SRH Hotel Master Lease. The Commencing Date of the Lease was 8 July 2010 and the period of the Lease will end by July 2020. 2.  VARIATION TO THE SRH HOTEL MASTER LEASE Pursuant to the First Supplemental Agreement, the Parties agreed to vary the SRH Hotel Master Lease to exclude a multi-storey annex building from the SRH Hotel Master Lease subject to the terms and conditions as stipulated in the First Supplemental Agreement to the SRH Hotel Master Lease (“First Supplemental Agreement”). 3.  INFORMATION ON SUNWAY, SUNCITY, SRHSB, THE MANAGER, 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, 47500 Subang Jaya, Selangor Darul Ehsan. The authorised and paid-up share capital of Sunway are RM10,000,000,000/- and RM1,724,033,519 respectively. The principal activities of Sunway are investment holding and provision of management services. 3.2 SunCity SunCity, 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, 47500 Subang Jaya, Selangor Darul Ehsan. The authorised and paid-up share capital of SunCity are RM3,500,000,000/- and RM251,384.14 respectively. The principal activity of SunCity is investment holding. 3.3 SRHSB SRHSB, 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, 47500 Subang Jaya, Selangor Darul Ehsan. The authorised and paid-up share capital of SRHSB are RM25,000,000/- and RM20,000,000/- respectively. The principal activities of SRHSB are those of a hotelier. 3.4 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, 47500 Subang 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. 3.5 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 are currently issued and credited as partially paid-up of RM5.00 each in the Trustee. 3.6 SUNREIT SUNREIT was established pursuant to a Deed dated 20 May 2010 (as supplemented by a Supplemental Deed dated 10 June 2010) entered into between the Manager and the Trustee. The principal investment policy of SUNREIT is to invest in commercial, office, industrial and other real estate assets. 4.  RATIONALE The new multi-storey annex building within the Premises which comprises 2 levels of restaurant and 1 level of ballroom shall be tenanted by reputable food & beverage operators under 3-year tenancies with an option to renew for a further 2 terms of 3 years. In view of the straight forward nature of the tenancies which are similar to retail or office properties, this annex building is accordingly excluded from the SRH Hotel Master Lease. The new multi-storey annex building is currently under construction and is expected to be completed by October 2014. 5.  EFFECTS OF THE FIRST SUPPLEMENTAL AGREEMENT 5.1 On Unit Capital and Substantial Unitholders’ Unitholding The First Supplemental Agreement will not have any effect on the total units issued and substantial unitholders’ unitholding as this agreement does not involve any allotment or issuance of new units by SUNREIT. 5.2 On Net Asset Value (“NAV”) The First Supplemental Agreement will have no material impact or changes to the unaudited NAV of SUNREIT at the time of completion. 5.3 On Earnings The First Supplemental Agreement is not expected to have any material effect on the earnings of SUNREIT for the financial year ending 30 June 2015. 6.   APPROVALS REQUIRED Pursuant to the Securities Commission’s Guidelines on Real Estate Investment Trusts, the First Supplemental Agreement does not require approvals 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 Sarena Cheah Yean Tih are Directors of Sunway Berhad (“Sunway”) and the Company. Dato’ Ngeow Voon Yean is a Director of the Company as well as the Lessee. He also has direct interest in Sunway and deemed interest in SUNREIT. 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 SUNREIT. 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 First Supplemental Agreement. Save as disclosed above, none of the other directors of the Manager or major unitholders of SUNREIT or persons connected with them has any interest, direct or indirect, in the Letter of Variation. 8. THE MANAGER’S AUDIT COMMITTEE’S RECOMMENDATION The Audit Committee of the Manager, after having considered all aspects of the First Supplemental Agreement, is of the opinion that the First Supplemental Agreement is in the best interests of SUNREIT and is not detrimental to the interests of the non-interested unitholders of SUNREIT. The Audit Committee of the Manager is of the view that the First Supplemental Agreement 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 terms of the First Supplemental Agreement is in the best interests of SUNREIT. 10. DOCUMENT AVAILABLE FOR INSPECTION The First Supplemental Agreement is available for inspection by unitholders of SUNREIT at the registered office of the Manager at Level 16, Menara Sunway, Jalan Lagoon Timur, Bandar Sunway, 47500 Subang 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 3 months from the date of this announcement. This announcement is dated 17 September 2014.

icy97

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 AGREEMENT BETWEEN RHB TRUSTEES BERHAD (AS TRUSTEE FOR SUNREIT) AND SUNWAY MALL PARKING SDN BHD, A WHOLLY-OWNED SUBSIDIARY OF SUNWAY BERHAD
1.   INTRODUCTION RHB Trustees Berhad (as Trustee for SUNREIT) (“the Trustee”) and Sunway Mall Parking Sdn Bhd (“SMPSB”), a wholly-owned subsidiary of Sunway City Sdn Bhd (“SunCity”) which in turn is a wholly-owned subsidiary of Sunway Berhad (“Sunway”) had on 23 June 2011, entered into a Car Park Tenancy Agreement in relation to Level 5 to Level 8 within Putra Place with a minimum 637 parking bays (“Demised Premises”) for a term of three (3) years (“First CPTA”). In view that the First CPTA has expired on 22 June 2014, the Trustee and SMPSB has on 26 September 2014, entered into the Second Car Park Tenancy Agreement (“Second CPTA”) to renew the tenancy of the Demised Premises commencing from 23 June 2014 (“Commencement Date”) until 31 December 2014. 2. SALIENT TERMS OF THE SECOND CPTA Pursuant to the Second CPTA, the parties have agreed to renew the tenancy of the Demised Premises on the same terms and conditions as the First CPTA, save and except that the duration of the tenancy  is shortened from 3 years to a period not more than 7 months (23 June 2014 to 31 December 2014). The Trustee [acting on the recommendation of Sunway REIT Management Sdn Bhd, the Manager for SUNREIT (“the Manager”)] may, at its absolute discretion and on the written request of SMPSB made at least one (1) month prior to the expiration of the First Renewed Term, and provided SMPSB shall not at the time of such request be in any existing breach or default of any of the terms, covenants, obligations, restrictions and conditions under the Second CPTA, grant to SMPSB an extension to the tenancy of the Demised Premises for a further term of six (6) months commencing from the day immediately following the expiration of the First Renewed Term on the same terms and conditions of the Second CPTA. 3.   INFORMATION ON SUNWAY, SUNCITY, SMPSB, THE TRUSTEE, SUNREIT AND THE MANAGER   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, 47500 Subang Jaya, Selangor Darul Ehsan. The authorised and paid-up share capital of Sunway are RM10,000,000,000/- and RM1,724,033,519 respectively. The principal activities of Sunway are investment holding and provision of management services. 3.2 SunCity SunCity, 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, 47500 Subang Jaya, Selangor Darul Ehsan. The authorised and paid-up share capital of SunCity are RM3,500,000,000/- and RM251,384.14 respectively. The principal activity of SunCity is investment holding. 3.3 SMPSB SMPSB, 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, 47500 Subang Jaya, Selangor Darul Ehsan. The authorised and paid-up share capital of SMPSB are RM100,000/- and RM2/- respectively. The principal activities of SMPSB are those of a car park operator. 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 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 supplemented by a Supplemental Deed dated 10 June 2010) entered into between 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, 47500 Subang 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 SMPSB is the current carpark operator for Sunway Putra Mall and their past performance has been satisfactory. The rental computation formula remained unchanged for the renewal. The duration of the tenancy is shorter to enable the Manager to consolidate the Sunway Putra Place's car park operations with the car park operations of the other properties within the portfolio upon the expiry of the First Renewed Term. 5.  EFFECTS OF THE SECOND CPTA 5.1  On Unit Capital and Substantial Unitholders’ Unitholding The Second CPTA will not have any effect on the total units issued and substantial unitholders’ unitholding as this agreement does not involve any allotment or issuance of new units by SUNREIT. 5.2  On Net Asset Value (“NAV”) The Second CPTA will have no material impact or changes to the unaudited NAV of SUNREIT at the time of completion. 5.3  On Earnings The Second CPTA is not expected to have any material effect on the earnings of SUNREIT for the financial year ending 30 June 2015. 6.   APPROVALS REQUIRED Pursuant to the Securities Commission’s Guidelines on Real Estate Investment Trusts, the Second CPTA does not require approvals 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 Sarena Cheah Yean Tih are Directors of Sunway and the Manager. Dato’ Ngeow Voon Yean is a Director of the Manager as well as SMPSB. He also has direct interest in Sunway and deemed interest in SUNREIT. 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 SUNREIT. 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 CPTA. Save as disclosed above, none of the other directors of the Manager or major unitholders of SUNREIT or persons connected with them has any interest, direct or indirect, in the Second CPTA. 8. THE MANAGER’S AUDIT COMMITTEE’S RECOMMENDATION The Audit Committee of the Manager, after having considered all aspects of the Second CPTA, is of the opinion that the Second CPTA is in the best interests of SUNREIT and is 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 CPTA 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 terms of the Second CPTA is in the best interests of SUNREIT. 10.  DOCUMENT AVAILABLE FOR INSPECTION The Second CPTA is available for inspection by unitholders of SUNREIT at the registered office of the Manager at Level 16, Menara Sunway, Jalan Lagoon Timur, Bandar Sunway, 47500 Subang 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 3 months from the date of this announcement. This announcement is dated 29 September 2014.

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Type	Announcement
Subject	OTHERS
Description	SUNWAY REAL ESTATE INVESTMENT TRUST ("SUNREIT") - Targeted date of release of unaudited financial results for the first quarter ended 30 September 2014
We wish to announce that SUNREIT targets to release its unaudited financial results for the first quarter ended 30 September 2014 after 5.00 p.m. on Thursday, 6 November 2014. This announcement is dated 24 October 2014.

icy97

首季净利扬15% 双威产托派息2.28仙

财经新闻 财经  2014-11-07 11:41
（吉隆坡6日讯）双威产托（SUNREIT，5176，主板产业信托股）零售产业和酒店表现优异，带动2015财年首季净利按年上扬14.53%。
双威产托现财年首季净利报6345万1000令吉，上财年同期为5540万令吉。

公司现财年首季派发每单位2.28仙股息，高于上财年同期的2仙。

相比去年的1亿17万6000令吉，公司营业额扬升13.61%，今年报1亿1381万2000令吉。

双威产托在文告中提到，虽然表现较去年好，但盈利赚幅下跌，主要是电费上涨、高广告开销，以及维修费用，造成产业营运开销增加。

零售产业和酒店营收增加，但办公室供应过剩，导致营运环境极具挑战，营业额按年下滑2.3%。

双威产托总执行长拿督黄中立表示，虽然办公楼方面的收入降低，可是应该不会显著冲击现财年表现。【南洋网财经】

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	113,812	100,176	113,812	100,176
2	Profit/(loss) before tax	63,451	55,400	63,451	55,400
3	Profit/(loss) for the period	63,451	55,400	63,451	55,400
4	Profit/(loss) attributable to ordinary equity holders of the parent	63,451	55,400	63,451	55,400
5	Basic earnings/(loss) per share (Subunit)	2.17	1.90	2.17	1.90
6	Proposed/Declared dividend per share (Subunit)	2.28	2.00	2.28	2.00
		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 ($$)	1.2378		1.2390

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Type	Announcement
Subject	OTHERS
Description	SUNWAY REAL ESTATE INVESTMENT TRUST ("SUNREIT") Media Release and Presentation Slides - Financial Results for 1st Quarter ended 30 September 2014
The media release and presentation slides provide an overview of the financial performance/results of SUNREIT for the 1st quarter ended 30 September 2014. This announcement is dated 6 November 2014. http://www.bursamalaysia.com/market/listed-companies/company-announcements/1787705

Attachments Sunway REIT 1Q2015 Media Release.pdf Sunway REIT_1Q 2015_Presentation Deck.pdf

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EX-date	19/11/2014
Entitlement date	21/11/2014
Entitlement time	05:00:00 PM
Entitlement subject	Income Distribution
Entitlement description	First Income Distribution of 2.28 sen per unit (of which 1.96 sen per unit is taxable and 0.32 sen per unit is non-taxable/tax exempt) for the first quarter ended 30 September 2014.
Period of interest payment	to
Financial Year End	30/06/2015
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	Sunway 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	04/12/2014
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	21/11/2014
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	0.0228

icy97

商场迟开张出租率走低 双威产托两年财测下修

财经新闻 财经  2014-11-11 11:20
（吉隆坡10日讯）分析员指出，双威太子购物广场延迟开张，加上办公室租用率将走低，威胁双威产托（SUNREIT，5176，主板产业信托股）现明两财年业绩表现，净利预估遭调低。

马银行投行研究指出，由于双威太子购物广场要待明年次季才可投入商业运作，短期的盈利支撑力将有赖双威金字塔购物广场。

截至9月，该广场出租率达70%。

同时，办公楼资产将继续受市场供应过剩的影响，租户联熹（Ranhill）年底将搬离双威大厦（Sunway Tower），多出7万2000平方尺，导致出租率降至50%。

再者，一家政府机构也将在年底终止双威太子大厦（SPTower）的租约，租用率会跌至30%。

为反映较低的租用率，分析员将2015财年净利预估下修4.5%，2016和2017财年则分别下修4.2%。

转嫁水电费保赚幅

达证券则将2015财年预估下修2.9%，预计明后两年的净产业收入赚幅，将从之前预测的72.9%至73.1%，跌至74.1%至74.2%。

“新购物广场延迟开张，以及两座办公楼租用率较低，但双威产托可将较高的公用事业费用，转嫁给租户，保留高赚幅。”

对于2017财年，分析员预计净利将取得14%增长，因租金料稳定调整5%，双威太子大厦在完成翻修后，也将有更好的表现。【南洋网财经】



布特拉購物中心重開‧雙威產託有望挽頹勢
2014-11-07 17:57   
http://biz.sinchew.com.my/node/104993?tid=6

investfuture

sunreit 3Q2014 report, 成败看sunway putra mall
2014年11月7日星期五
http://www.malaysiareit.com/2014 ... way-putra-mall.html

sunreit (5176) quarter report
revenue 上涨RM13,616, 或13.6%
profit则上涨RM8,051或14.5%
dividend 2.28仙，比去年同期上涨0.28cent或14%， Exdate - 19nov2014, payment date 4Dec2014
Nav则稍微下滑0.09%

sunreit的quarter report真的好的没话说，在retail方面，成长来自于sunway pyramid与sunway carnival mall于2014年财政年租金成长双位数所致。我持续看好sunway pyramid 与sunway carnival mall的收益，因为总括有20.3%的出租面积将在2015年约满并进行调整，从这份quarter report来看，并没有反映出这因素。并且还有数项利好消息还没发酵，如：sunway pyramid 3, sunway putra mall重开等等。最值得关注的当然是，sunway putra mall已把70%总出租面积租出，并将于4Q2015年重开，sunreit对此表示乐观。

Hotel方面，在corporate客户与游客的带动下，录得18.9%的成长。唯一表现不好的sunway putra hotel正进行翻新工程，租用率从去年的43.8%下滑至36.8% 但是我们都知道这只是暂时的因素。

office是唯一录得负成长的segment, 萎缩2.3%，不幸的是，这只是开始，基于租客约满出走，sunway tower的出租率将于December下滑至50%（现在为76.1%）更甚的是sunway putra tower的出租率同样预计将于December下滑至30%（现在为76.9%），可是大家不用太担心，因为预计下滑后的结果只会影响sunreit revenue的2% 这多亏于sunreit 70%的revenue 贡献于sunway pyramid和sunway carnival mall。

总括来看，sunreit今年最大的引爆点无疑是sunway putra mall重开，这项耗资RM460mil翻新工程已经完成了80% 虽然10km内还有另一位强敌quill city mall,可是看到sunreit管理层信心满满的样子，让我不得不认为sunway putra mall重开之日，很可能就是sunreit更上一层楼之时。

再讲难听一点，就算sunway putra mall失败了（sunreit的股东不要乱想），我预计2015年的sunreit还是会比2014年好~

icy97

Name	Sunway REIT Holdings Sdn Bhd
Address	Level 16, Menara Sunway, Jalan Lagoon Timur, Bandar Sunway, 47500 Subang Jaya, Selangor Darul Ehsan
NRIC/Passport No/Company No.	512091-U
Nationality/Country of incorporation	Malaysia
Descriptions (Class & nominal value)	Units in Sunway Real Estate Investment Trust
Name & address of registered holder	Sunway REIT Holdings Sdn Bhd Level 16, Menara Sunway, Jalan Lagoon Timur, Bandar Sunway, 47500 Subang Jaya, Selangor Darul Ehsan

Details of changes

Currency: Malaysian Ringgit (MYR)

Type of transaction	Date of change	No of securities	Price Transacted (RM)
Acquired	10/11/2014	31,500,000	1.510

Circumstances by reason of which change has occurred	Acquisition of units in the open market.
Nature of interest	Direct interest.
Direct (units)	1,018,134,185
Direct (%)	34.74
Indirect/deemed interest (units)
Indirect/deemed interest (%)
Total no of securities after change	1,018,134,185
Date of notice	13/11/2014