【AXREIT 5106 交流专区】Axis 投资

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AXIS REAL ESTATE INVESTMENT TRUST

Type	Announcement
Subject	OTHERS
Description	EXEMPTION OF REVENUE STAMP PAYABLE IN RELATION TO THE INCOME DISTRIBUTION REINVESTMENT PLAN ("IDRP")
Reference is made to the announcement on the Recurrent and Optional IDRP applicable to 2014 First Interim Income Distribution made on 21 April 2014. In an effort to further enhance the attractiveness of IDRP that provides the unitholders the option to reinvest their income distribution in new units in Axis Real Estate Investment Trust ("Axis-REIT" or the "Fund"), Axis REIT Managers Berhad, the management company of Axis-REIT is pleased to announce that the Fund will be providing an exemption of the RM10 revenue stamp (setem hasil) payable upon execution of each notice of election of the IDRP for securities account holders that hold less than 8,000 units in Axis-REIT as at 6 May 2014 being the entitlement date fixed in respect of the first interim income distribution for the period from 1 January 2014 to 31 March 2014 (“2014 First Interim Income Distribution”) to which the IDRP is applicable. This announcement is dated 29 April 2014.

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Type	Announcement
Subject	NEW ISSUE OF SECURITIES (CHAPTER 6 OF LISTING REQUIREMENTS) OTHER ISSUE OF SECURITIES
Description	Recurrent and Optional Income Distribution Reinvestment Plan ("IDRP") applicable to 2014 First Interim Income Distribution - New Units to be issued pursuant to the IDRP
Reference is made to the announcements dated 21 April 2014 and 19 May 2014 in relation to the IDRP applicable to the 2014 First Interim Income Distribution, that allows unitholders of Axis Real Estate Investment Trust ("Axis-REIT") to reinvest their income distribution in new units in Axis-REIT. The Board of Directors of Axis REIT Managers Berhad, the management company of Axis-REIT, is pleased to announce that based on the valid Income Distribution Reinvestment Forms ("IDRFs") received by Axis-REIT's registrars, Symphony Share Registrars Sdn Bhd on 2 June 2014, being the expiry date for submission of the IDRFs, Axis-REIT is required to issue 2,461,009 new units in Axis-REIT ("New Units") pursuant to the IDRP in respect of the 2014 First Interim Income Distribution. The New Units represent approximately 84% of the 2,928,846 total number of new units that would have been issued pursuant to the IDRP, had all the entitled unitholders of Axis-REIT elected to reinvest their respective electable portion under the IDRP in new units. This announcement is dated 5 June 2014.

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Whether the corporate proposal involves the issuance of new type and new class of securities?	No
Types of corporate proposal	Others
Details of corporate proposal	Recurrent and Optional Income Distribution Reinvestment Plan ("IDRP") that allows Unitholders of Axis Real Estate Investment Trust ("Axis-REIT") to reinvest their income distribution in new units in Axis-REIT
No. of shares issued under this corporate proposal	2,461,009
Issue price per share ($$)	MYR 3.200
Par Value ($$)	MYR 0.000
Latest issued and paid up share capital after the above corporate proposal in the following
Units	463,700,098
Currency	MYR 0.000
Listing Date	16/06/2014

investfuture

http://www.malaysiareit.com/2014/06/axreits-idrp-unit-idrp.html

根據昨天的bursa announcement, axreit(5106) 的 IDRP 計劃總共創造了 2,461,009unit 新股，axreit(5106)的總股數增加至463,700,098unit, 也就是0.5%的增幅。

axreit(5106)根據5.3cent的income distribution，公司容許unit holder使用當中的2.2cent參與IDRP,其餘的3.1cent將支付現金，當然，unitholder也可以完全不參與IDRP。

根據昨天的announcement計算，這次的IDRP認購率超過50%,沒認購的unitholder股權會慢慢被稀釋，畢竟一個quarter稀釋0.5%，一年就稀釋2%了。

到底什麼是IDRP??
IDRP是 income distribution reinvestment plan, 也就是“股息再投資計劃”，以公司提供的income distribution重新投資於該公司的股票。在malaysia reit就只有 axreit(5106)有提供 IDRP ，但是bursa裡有很多公司有提供dividend reinvestment plan, 例如：maybank, uoadev等等。

IDRP怎樣運作？
公司公佈income distribution後，會在bursa malaysia announcement 發布NOE (notice of election), 當然公司也會寄NOE給unitholder，NOE會詳細說明這次IDRP裡的所有細節：
1）IDRP的發行價
2）income distribution中科參與IDRP的數額
3）register IDRP 的截止日期

如unitholder要參與，只需填妥NOE中提供的表格，附加rm10的stamp,回寄register便可。

IDRP的好處
IDRP的發行價都會比市場上便宜，（例如這次axreit IDRP的發行價是RM3.20,但時市場價是RM3.40++）unitholder可以增加對該公司的股數/股數。

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愛可思產託證清未與森那美洽購

企業財經2 Jul 2014 23:00
（吉隆坡2日訊）愛可思產托（AXREIT，5106，主要板產托）澄清，截至報備森那美（SIME，4197，主要板貿易）未洽商收購，業務照常營運。

該公司在馬證交所報備指出，兩家公司股東均未曾接洽股權買賣，故市場消息僅屬揣測，公司業務照常營運，並且將繼續確保達到單位持有人的要求，

《星報》日前引述消息報導，森那美有意併購一家產托公司，並注入旗下商業房產業務旗下，並在數月前向數投資銀行發出建議書邀請，冀收購產托管理公司。

據了解，該公司已經委任一家本地投銀做為這項計劃主理商，放眼獨立產托業者，愛可思產托為國內其中一家。【中国报财经】

Type	Announcement
Subject	OTHERS
Description	PRESS RELEASE ON AXIS-REIT MANAGER'S STATEMENT ON THE POTENTIAL TARGET FOR BUY-OUT BY SIME DARBY BHD
A Press Release on the Statement by Axis REIT Managers Berhad, the management company of Axis Real Estate Investment Trust, in relation to the potential target for Buy-Out by Sime Darby Bhd, is as attached. This announcement is dated 2 July 2014. http://www.bursamalaysia.com/market/listed-companies/company-announcements/1674393

Attachments Press Release-Statement on Sime Darby Buyout.pdf

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AXIS REAL ESTATE INVESTMENT TRUST

Type	Announcement
Subject	OTHERS
Description	TARGETED RELEASE DATE OF UNAUDITED SECOND QUARTER RESULTS FOR THE FINANCIAL PERIOD ENDED 30 JUNE 2014 ("QUARTERLY REPORT")
The Board of Directors of Axis REIT Managers Berhad, the management company of Axis Real Estate Investment Trust ("Axis-REIT") wishes to announce that it is targeting to release the Quarterly Report of Axis-REIT on Monday, 4 August 2014. This announcement is dated 21 July 2014.

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次季净利涨10%　雅饰2.8亿买地

财经 2014年8月4日
（吉隆坡4日讯）雅饰房地產（AXREIT，5106，主板房產信託股）2014財政年次季（截至6月30日止）净利为2189万令吉，按年上升10.22%，去年同期为2438万令吉；营业额则为3509万令吉，按年微跌1.11%，去年同期为3548万令吉。

另外，该公司2014財政年上半年净利按年跌2.15%，至4428万令吉，去年同期为4525万令吉，营业额却按年微扬0.29%，至7068万令吉，去年同期为7048万令吉。配合业绩出炉，该公司派发每股5.03仙的第2次终期利息，其中0.9仙为免税利息，除权日落在8月14日。

此外，雅饰房地產今日建议，以总值2亿8050万令吉收购位於莎阿南的3项產业资產。

根据文告指出，雅饰房地產与GreatAvenue（大马）私人有限公司达成买卖协议，以总值1亿8300万令吉购买后者一幅位于巴生，佔地9万4022平方公尺的永久业权土地，其中包括单层仓库和双层办公楼（DC3A栋）、单层仓库（DC3B栋）以及单层仓库结合1楼办公室（DC3C栋）。

该公司也和ExceptionalLandmark私人有限公司签署买卖协议，以收购一幅总值5250万令吉，佔地1万2328平方公尺的永久业权土地，並附带一座3层楼的办公楼兼仓库用途。

第3项土地收购协议是，雅饰房地產以总值4500万令吉，收购AbleHeights（大马）私人有限公司一幅佔地2万3923平方公尺的永久业权土地，包含单层仓库、单层和双层办公楼，同时，该建筑物的屋顶安装太阳能发电系统。

管理层表示，该一连串收购计划，具有盈利能见度和强劲的经常性租金收入，將能为该公司带来或提供稳定的收入，並且提高净资產价值。【东方网财经】

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	35,085	35,475	70,681	70,480
2	Profit/(loss) before tax	21,885	24,375	44,276	45,247
3	Profit/(loss) for the period	21,885	24,375	44,276	45,247
4	Profit/(loss) attributable to ordinary equity holders of the parent	21,885	24,375	44,276	45,247
5	Basic earnings/(loss) per share (Subunit)	4.75	5.33	9.60	9.90
6	Proposed/Declared dividend per share (Subunit)	5.30	4.60	10.60	9.10
		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 ($$)	2.2313		2.2302

Remarks :

Included in the basic earnings per unit for the quarter ended 30/06/2014 of 4.75 sen (2013 : 5.33 sen) per unit under item 5 above includes an unrealised basic earnings per unit of 0.25 sen (2013 : 0.69 sen) per unit, which is non-distributable.

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Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) RELATED PARTY TRANSACTIONS
Description	AXIS REAL ESTATE INVESTMENT TRUST (“AXIS-REIT” OR “FUND”) PROPOSED ACQUISITIONS BY RHB TRUSTEES BERHAD, ON BEHALF OF AXIS-REIT, OF THREE (3) PROPERTIES SITUATED IN SHAH ALAM, SELANGOR DARUL EHSAN FOR A TOTAL CASH CONSIDERATION OF RM280,500,000
On behalf of the Board of Directors of Axis REIT Managers Berhad, the management company of Axis-REIT. Maybank Investment Bank Berhad wishes to announce that RHB Trustees Berhad, the trustee for Axis-REIT, on behalf of Axis-REIT, had on 4 August 2014 proposed to undertake the abovementioned proposed acquisitions. Please refer to the attachment for further details on the proposed acquisitions. This announcement is dated 4 August 2014. http://www.bursamalaysia.com/market/listed-companies/company-announcements/1701845

Attachments Axis REIT - Announcement 040814.pdf

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EX-date	14/08/2014
Entitlement date	18/08/2014
Entitlement time	05:00:00 PM
Entitlement subject	Income Distribution
Entitlement description	Second Interim Income Distribution of 5.30 sen per unit (of which 4.40 sen per unit is taxable and 0.90 sen per unit is non-taxable in the hands of unitholders) in respect of the period from 1 April 2014 to 30 June 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 Pusat Dagangan Dana 1 Jalan PJU 1A/46 47301 Petaling Jaya Selangor Darul Ehsan Telephone no. 03-7841 8000
Payment date	05/09/2014
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	18/08/2014
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	0.053

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Date of change	04/08/2014
Name	LEONG KIT MAY
Age	37
Nationality	MALAYSIAN
Type of change	Others
Designation	Others
Directorate	Executive

Remarks :

Ms Leong Kit May, Executive Director of Axis REIT Managers Berhad ("ARMB"), the management company of Axis Real Estate Investment Trust ("Axis-REIT"), has been promoted to Acting Chief Operating Officer of ARMB and she will continue to be the officer responsible for the financial management of Axis-REIT. Her official designation in ARMB is Acting Chief Operating Officer/ Director of Finance with effect from 4 August 2014.

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今年完成4.7亿收购　雅饰资產管理规模破20亿

财经 2014年8月5日
（吉隆坡5日讯）雅饰房地產（AXREIT，5106，主板房產信託股）宣布，2014年將完成5项总值4亿7200万令吉的產业资產收购，因此，其2015財政年总资產管理规模（AUM）將跨越20亿令吉大关。

雅饰房地產首席执行员拿督拉布里（Stewart LaBrooy）在出席《2014財政年上报年业绩匯报》兴奋的表示，「虽然我们没有设定未来数年的目標，但总资產管理规模达20亿令吉，將会让公司的业绩朝积极的方向前进。」

上述5项產业资產，包括该公司週一公佈的3项已正式签署买卖协议的资產，均处莎阿南一带总值2亿8050令吉。另外2项则是已经敲定，但未正式签约的项目，包括位于柔佛价值1亿5350万令吉资產，以及位于北海价值3800万令吉的工业產业项目，而所有手续料在今年尾完成。

在完成5项收购活动后，公司的负债率料增至34%，目前为31.74%。

下半年配股集资

有鑑於此，拉布里估计，雅饰房地產2014年下半年（最早10月份）將会进行配售活动，发出8357万9942股，筹集约2亿8000万令吉，以降低公司的负债率，及支付首3项收购活动。

除此以外，雅饰房地產未来將会收购位于雪兰莪的综合仓库和办公楼產业项目，及巴生港口的工业產业项目，拉布里预测，这2个项目的总资產价值达9700万令吉。

根据资料显示，今年3月25日，雅饰房地產出售雅饰广场（AxisPlaza），套现1095万令吉，其中67%，或每股1.60仙已作为2014財政年上半年的收益分配用途，该公司上半年已经宣布的股息达到每股10.60仙，拉布里表示，其余的33%，或0.77仙，將作为接下来的第3次中期股息。

派5.3仙股息

配合业绩出炉，公司將派发每股5.30仙第2次中期利息，或相等於99%的派息率，除权日落在8月14日，而派息日期为9月5日。

雅饰房地產自上市至今，均维持股息派发，今年也不例外，拉布里预计，会跟往年一样，派出至少18仙股息，2013財政年为18.50仙。

「虽然不能保证，这些单位可长期获得的租户，但我们相信，公司所拥有的资產，都具备良好的地理位置和很大的需求，因此並不担心租户流失。」

对於「心水」地理位置，他指出，公司將继续探索柔佛和檳城的工业產业收购项目，其中柔佛士拉布里（左4）与眾高层出席记者会，左起为起源与投资部主管陈威来、莫哈末沙里夫、东姑拿督斯里沙哈布丁、梁洁美、罗长莲。乃，或者相关的成熟地库（brown field），都会是他们考量的范围。

「公司將会选择较大的地库，这样可以让我们重新设计或翻新后再出租。」他补充，柔佛和檳城都有机场和基础建设项目正在进行中，同时，產业和经济也逐渐蓬勃发展，这都是促使工业產业需求增加的主要原因。

一般上，房產信託的股票流动量会比其他股项来得小，拉布里认为，因为这类投资主要吸引机构投资者，佔约80%，其余才是散户。

虽然，许多產业公司都打算加入房產信託领域，但是，他表示並不担心这方面的竞爭，主要是因为雅饰房地產自2005年上市，至今已接近9年，也有固定客户群，因此，新竞爭对手不至於影响公司的业务表现。

另外，他也表示，欢迎海外投资者，他们目前的外资持股仅7%，包括欧美、英国等地区，与公司15亿令吉市值（截至8月5日）相比，外资佔的比重非常小。虽然如此，他不排除会引进更多的外资。

该股股价今日上升1.76%或6仙，掛3.46令吉，交易量达26万股。【东方网财经】

Type	Announcement
Subject	OTHERS
Description	FINANCIAL PERFORMANCE FOR THE SECOND QUARTER ENDED 30 JUNE 2014
The slides as attached provide an overview of Axis Real Estate Investment Trust's financial performance for the second quarter ended 30 June 2014 and its portfolio of properties. This announcement is dated 5 August 2014. http://www.bursamalaysia.com/market/listed-companies/company-announcements/1702109

Attachments 2Q 2014 Axis REIT Results Presentation.pdf

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AXIS產託放眼資產破20億

2014-08-06 10:51      
（吉隆坡5日訊）AXIS產業信托（AXREIT,5106,主板產業投資信托組）宣佈收購5項總值4億7千200萬令吉資產，放眼年杪資產管理額（AUM）突破20億令吉水平，資產組合擴大至35項。

下半年進行5收購

該公司首席執行員拿督史得沃拉布雷在第二季業績匯報會後表示，繼宣佈收購3項總值2億8千零50萬令吉資產後，今日再接獲兩項總值1億9千150萬令吉資產的收購接納書。

“2項資產還在審核階段，皆為工業設施，分別位於柔佛及檳州威省，前者價值1億5千350萬令吉，後者價值3千800萬令吉，預計前3項資產將於10月完成收購，另外兩項於今年杪完成。”

該公司預計，一旦完成收購這5項資產，將強化每單位分利（DPU）2.1仙，管理面積將從532萬5千101平方呎增至700萬平方呎。

另外，AXIS產業信托也初步洽談收購總值9千700萬令吉資產，地點分別在雪蘭莪及巴生港口。

截至2014年6月30日，該公司資產管理額為15億8千620萬令吉，持有30項資產，44.5%為物流貨倉設施，29%為辦公/工業設施，11.5%為辦公設施，製造及霸級市場設施分別佔8%及7%。

該公司將先通過配售8千357萬9千942個單位，於今年10月初籌措約2億8千萬令吉償還貸款後，再貸款收購資產。

負債率31.7%

“償還貸款讓公司有更多空間展開收購，不過5項收購將導致年杪負債率上升至34%，為降低負債，明年計劃再進行配售活動。”

截至今年第二季，該公司負債率為31.7%。

對於旗下資產8.05%空置問題，史得沃拉布雷認為，這將導致第二及第三季收入回軟，預計僅可在明年完全出租後，於上半年推動收入強勁回升。

“若完全出租，可潛在帶來約2千萬令吉的收入（每單位分利4.6仙），目前正謹慎尋找適合的長期租戶。”

截至2014年6月30日，該公司共有11項資產還有空置空間，資產組合出租率為91.95%，去年同期為93.23%。

4利空拖累財測下調

分析員鑒於疲弱業績表現、收購效應短期中和及單位基礎擴大效應抵消盈利增長，下調AXIS產業信托2014財測，不過又因新資產回酬增值貢獻，調高2015財測。

對於上半年業績疲弱表現，肯納格研究認為是受高於預期的融資成本及運作成本拖累，為反映融資及運作成本增加，下調2014財年淨收入（RNI）預測9%。

不過，鑒於新資產貢獻，該行上調2015財年淨收入預測18%，調整盈利後，預測2014至2015每單位分利介於21.2至21.6仙（回酬率6.2至6.3%）。

聯昌研究認為，新收購資產具回酬增值作用，目前估計，未計入融資成本，3項資產每年可帶來7%回酬，高於該公司現有的5至6%回酬。

興業研究預測，收購對每單位分利短期內影響中和，因盈利增長將被單位基礎擴大效應抵消，所以維持2014財年盈利預測不變。

另外該行又因新收購資產，調高2015財年淨利預測20%，納入收購後已擴大單位，預測該公司每單位盈利（EPU）最高上揚1%。



（星洲日報／財經）

icy97

AXIS 产托回债稳定

财经新闻 财经  2014-08-14 11:39
（吉隆坡13日讯）大马评估机构（RAM）重申AXIS产托回债旗下“A等级”至“D等级”回债，分别“AAA”、“AA1”、“AA2”和“AA3”评级，展望稳定。

AXIS产托回债，是AXIS产托（AXREIT，5106，主板产业信托股）设立的一个特别投资臂膀，作为总值3亿令吉回债计划的融资管道。

RAM称，评级乃由良好的房贷与房价比例（loan to value，简称LTV），及债务偿付比率（DSCR）所支撑。

虽然近期租金出现调整，不过RAM预计，该公司资产的净产业收入（NPI），仍有能力带来持续性价值。

AXIS产托资产稳定且持续的资本价值，反映出该公司优于市场的房产品质，包括处在黄金地理位置，交通方便。

此外，该公司标准至长期的租赁业务，也能提供现金流。【南洋网财经】

icy97

配售新单位计划 Axis产托冀延长期限

财经新闻 财经  2014-09-16 11:37
（吉隆坡15日讯）Axis产托（AXREIT，5106，主板产业信托股）要求，延长配售新单位计划至明年4月15日。

Axis产托向马交所提出申请，要求将配售单位活动期限延长，因该公司计划将配售单位，增至9076万2819单位（之前为8357万9942单位）。

此外，该公司也将发行200万新单位，筹资所得将用作支付管理费用。

Axis产托早前宣布，计划配售新单位筹资2.8亿令吉，用作购置资产。

6月13日，该公司共发行246万1009新单位，用作股东股息再投资计划（DRP）用途。【南洋网财经】

Type	Announcement
Subject	OTHERS
Description	AXIS REAL ESTATE INVESTMENT TRUST (“AXIS-REIT” OR “FUND”) (I)        AUTHORITY TO ALLOT AND ISSUE UP TO 83,579,942 NEW UNITS IN AXIS-REIT (“UNITS”) TO FACILITATE A PLACEMENT EXERCISE (“PROPOSED PLACEMENT”) AND INCREASE IN THE ISSUED FUND SIZE OF AXIS-REIT TO A MAXIMUM OF 547,280,040 UNITS; AND (II)        AUTHORITY TO ALLOT AND ISSUE UP TO 2,000,000 NEW UNITS FOR THE PURPOSE OF THE PAYMENT OF MANAGEMENT FEE TO AXIS REIT MANAGERS BERHAD IN THE FORM OF NEW UNITS
1.   On behalf of the Board of Directors of Axis REIT Managers Berhad, being the management company of Axis-REIT (“Manager”) (“Board”), Maybank Investment Bank Berhad (“Maybank IB”) wishes to announce that an application has been submitted to Bursa Malaysia Securities Berhad today to seek an extension of time of up to 3 April 2015 to complete the following: (i)   authority to allot and issue up to 90,762,819 new Units to facilitate the Proposed Placement (“Earlier Approved Authority 1”); and (ii)   authority to allot and issue up to 2,000,000 new Units for the purpose of the payment of management fee to the Manager in the form of new Units (“Earlier Approved Authority 2”). (hereinafter referred to as “Proposed Extension of Time”) The Earlier Approved Authority 1 and Earlier Approved Authority 2 were approved by the unitholders of Axis-REIT (“Unitholders”) on 30 April 2013. 2.   In view that the authority obtained from the Unitholders for the Earlier Approved Authority 1 was only valid for a maximum of one (1) year from 30 April 2013, the following were tabled to the Unitholders for renewal at the Unitholders’ meeting held on 29 April 2014 and the same were approved: (i)   authority to allot and issue up to 86,040,951 new Units to facilitate the Proposed Placement and increase in the issued fund size of Axis-REIT to a maximum of 547,280,040 Units; and (ii)   subscription of the new Units to be issued under the Proposed Placement by Dato’ Abas Carl Gunnar bin Abdullah, Datin Ka Ya-Shih (also known as Datin Kuyas Emiloglu), Tew Peng Hwee @ Teoh Peng Hwee, Dato’ George Stewart LaBrooy, Alex Lee Lao, Dean Lee Lao and John Lee Lao. 3.   On 13 June 2014, 2,461,009 new Units were issued pursuant to the income distribution reinvestment plan that allows the Unitholders the option to reinvest their income distribution in new Units which was applied to the first interim income distribution in respect of the period from 1 January 2014 to 31 March 2014 (“First Interim Income Distribution IDRP”). As such, the issued fund size of the Fund had increased from 461,239,089 Units to 463,700,098 Units. As the approval of the Unitholders for the aforementioned increase in the issued fund size of Axis-REIT was up to a maximum of 547,280,040 Units and taking into account the 2,461,009 new Unitswhich were issued pursuant to the First Interim Income Distribution IDRP, the revised maximum number of new Units that may be allotted and issued under the Proposed Placement would decrease to 83,579,942 new Units. 4.   The Proposed Extension of Time is being sought premised on, among others, the effect the allotment and issuance of new Units under the Proposed Placement has on distribution per Unit (“DPU”). The timing of the issuance of new Units is crucial as the issuance of additional new Units would dilute the DPU. As such, the Manager wishes to minimise the effect of the dilution to the DPU by timing the implementation of the Earlier Approved Authority 1 to as close to the completion of the proposed acquisitions by the trustee of Axis-REIT, RHB Trustees Berhad for and on behalf of Axis-REIT, of three (3) properties situated in Shah Alam, Selangor Darul Ehsan, which was announced by Maybank IB, on behalf of the Board, on 4 August 2014, where such acquisitions will increase the property income of the Fund. This announcement is dated 12 September 2014.

investfuture

axreit解釋這次new unit place是為了集資購買產業，但是之前shah alam的三間產業axreit是以貸款和現金支付，難道說axreit還有新的產業收購計劃，axreit之前也有表態現在正協商2個工業產業收購，總值RM97mil，期待axreit後續發展。

詳情請看：http://www.malaysiareit.com/2014/09/axis-15axisaxreit5106415.html

icy97

愛可思產託 逾1.5億收購土地工廠

企業 財經 7 Oct 2014 21:06
（吉隆坡7日訊）愛可思產托（AXREIT，5106，主要板產托）將以1億5350萬令吉，收購努莎再也（Nusajaya）一片工業土地和工廠。

該產托通過馬正交所發布文告指出，今日與Yongnam Engineering 私人有限公司簽署買賣協議，包括占地10.91公頃工業區上的房產。同時，愛可思產托會將此房產租回給Yongnam Engineering，具15年固定合約，並有額外展延15年合約選項。

同時，愛可思產托將通過現有或新銀行貸款融資。

“我們計劃使用現有達1億5350萬令吉的融資工具，負債率將增至38.58%，但仍少于產托指南的50%負債限制。”

愛可思產托指收購活動將可提供投資者穩定利息，達到每單位淨資產值（NAV）成長，並有助多元化及擴大房產組合。

這為期15年的固定租賃合約，第一期為96萬9313令吉；第2期為10萬6600令吉；第3期為11萬7200令吉；第4和第5期分別為12萬9000令吉和14萬1900令吉。【中国报财经】

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	PROPOSED ACQUISITION AND LEASEBACK BY AXIS REAL ESTATE INVESTMENT TRUST (“AXIS-REIT” OR THE “FUND”) OF AN INDUSTRIAL FACILITY BUILT ON A FREEHOLD LAND MEASURING APPROXIMATELY 10.9095 HECTARES WITHIN KAWASAN PERINDUSTRIAN SiLC, NUSAJAYA, HELD UNDER TITLE H.S.(D) 458080 FOR PTD 5755, MUKIM OF JELUTONG, DISTRICT OF JOHOR BAHRU, JOHOR DARUL TAKZIM (“THE PROPERTY”) FROM YONGNAM ENGINEERING SDN. BHD. FOR A TOTAL LUMP SUM CASH CONSIDERATION OF RM153.5 MILLION (“PROPOSED ACQUISITION AND LEASEBACK OF THE PROPERTY”)
The Board of Directors of Axis REIT Managers Berhad, the management company of Axis-REIT, wishes to announce that RHB Trustees Berhad, the trustee for Axis-REIT, has entered into a sale and purchase agreement on 3 October 2014 in relation to the Proposed Acquisition and Leaseback of the Property on behalf of Axis-REIT. Please refer to the attachment herein for the details of the Proposed Acquisition and Leaseback of the Property. This announcement is dated 7 October 2014. http://www.bursamalaysia.com/market/listed-companies/company-announcements/1757445

Attachments Proposed acquisition and leaseback of an industrial facility in SiLC, Nusajaya.pdf

icy97

Type	Announcement
Subject	OTHERS
Description	TARGETED RELEASE DATE OF UNAUDITED THIRD QUARTER RESULTS FOR THE FINANCIAL PERIOD ENDED 30 SEPTEMBER 2014 ("QUARTERLY REPORT")
The Board of Directors of Axis REIT Managers Berhad, the management company of Axis Real Estate Investment Trust ("Axis-REIT") wishes to announce that it is targeting to release the Quarterly Report of Axis-REIT on Monday, 20 October 2014. This announcement is dated 7 October 2014.

investfuture

http://www.malaysiareit.com/2014/10/axreitaxis-steel-centre.html

axreit購買Axis Steel Centre，詳情進來看看

Axreit (5106, REITs) 終於落實購買位於nusajaya的工業產業Axis Steel Centre，這項謠言傳了很久，終於成真了，賣方為Yongnam Engineering Sdn. Bhd，Axreit 將會把這這產業回租給賣方，雙方簽署SNP(sales and purchase agreement）的同時也簽署了tenancy agreement。

axreit購買的細節如下：

    購買價RM153.5 million
    產業名稱：Axis Steel Centre
    address: No. 27, Jalan SiLC 1/5, Kawasan Perindustrian SiLC, 79200 Nusajaya, Johor
    tenure: freehold
     Existing property use: Steel fabrication facility
     Provisional Land Area: approximately 26.96 acres
    Approximate age of building: Approximately 4 years
    Occupancy rate as at 15 August 2014: 100%
     Description of building:
        a) Single storey detached factory – Block 1;
        (b) Single storey detached factory – Block 2;
        (c) 2-Storey office building – Block 3;
        (d) 2-Storey detached building – Block 4 – Maintenance & Canteen Building;
        (e) Single storey detached building – Block 5 – Training Centre;
        (f) 3- Storey detached building – Block 6 ;
        (g) and other supporting structures

axreit將會通過貸款集資以完成收購，預計axreit的gearing會上升至38.58%，這產業收購預計最遲會在2015年第一季度完成，雙方簽署的tenancy agreement期限為15年，每3年調整租金，細節如下：

1st term of 3-year RM969,313.00
2nd term of 3-year RM1,066,244.00
3rd term of 3-year RM1,172,869.00
4th term of 3-year RM1,290,156.00
5th term of 3-year RM1,419,171.00

以最初的收購價計算，這產業的回酬率略為7.2%由於收購不牽涉注入新股，axreit管理層對於接下來的DPU(distribution per unit)展望正面，為股東帶來更高回酬。

icy97

積極收購資產‧AXIS產託胃口大開

2014-10-08 16:38      
（吉隆坡8日訊）AXIS產業信托（AXREIT,5106,主板產業投資信托組）收購新山工業產業，被看好將對其帶來收益增值的貢獻。市場普遍正面看待該產托積極的資產收購動作，並相信會有更多可帶來增值效應的收購陸續來臨。

AXIS產業信托以1億5千350萬令吉收購位於新山的努沙再也SiLC工業園的工業產業，並在完成收購後回租給賣家－－Yongnam工程私人有限公司，回租合約為期15年。

分析員大致上對上述收購計劃給予正面的評價，因該產業的注入料將有助進一步推動AXIS產業信托的盈利增長。興業研究與馬銀行研究因此而上調該產托的2015財政年預測，分別達5%及5.5%。

該產業的總建築樓面（GFA）達50萬4千平方呎，市場評估價格為1億5千600萬令吉，意味著AXIS產業信托的收購價將享有1.6%的折價。

Yongnam工程在首3年的每月租金為96萬9千令吉，並在隨後以每3個月10%的幅度增加。肯納格研究認為資產價格與租金上存在著差距。

所購產業收益料可達7.2%

分析員普遍看好上述產業的注入將會對AXIS產業信托的收益率帶來增值效果。根據馬銀行研究的預測，該產業的淨產業收入（NPI）收益料可達7.2%，高於5.3%的預期融資成本。

儘管市場上存在著對努沙再也產業需求的憂慮，但興業相信上述產業不會面臨任何空置的風險，主要因為AXIS產業信托已經與賣家達成長期回租協議，而且柔佛的工業產業仍然受到市場的青睞。

AXIS產業信托計劃通過貸款來融資上述收購案，惟其負債率在完成收購後仍處於30%至40%的可控制範圍內，特別是管理層正計劃在明年首季發出8千400萬股來籌措2億8千萬令吉，以資助一系列的收購項目。

放眼達4.8億資產收購目標

該產托放眼在2014財政年達成共3億8千萬至4億8千萬令吉的資產收購目標，年迄今為止已經收購了共4億3千400萬令吉的資產。興業對其過去數個月來積極的資產收購行動抱持正面態度，並相信來臨將會有更多對收益率帶來增值效應的收購。

聯昌研究也預測AXIS產業信托仍在探索著更多位於依斯干達（Iskandar）的資產收購機會，尤其該產托的母公司也正在該地區發展一個工業園。聯昌重申該產托為欲投資依斯干達工業產業的代理股項，建議投資者持續累積該產托。

無論如何，在經歷近期的漲勢後，AXIS產業信托價格已經超越大部份證券行給予的目標價格。安聯星展研究認為大部份的利好因素已被市場消化，因而下調對該產托的評級。



（星洲日報／財經‧報道：孔令堯）

icy97

Type	Announcement
Subject	OTHERS
Description	REVALUATION OF PROPERTIES PURSUANT TO CLAUSE 10.03 OF THE GUIDELINES ON REAL ESTATE INVESTMENT TRUSTS ("REIT GUIDELINES") ISSUED BY THE SECURITIES COMMISSION MALAYSIA
The Board of Directors of Axis REIT Managers Berhad, the management company of Axis Real Estate Investment Trust ("Axis-REIT"), wishes to announce that RHB Trustees Berhad, the trustee of Axis-REIT, has carried out the revaluation exercise on the following properties of Axis-REIT pursuant to Clause 10.03 of the REIT Guidelines ("Revaluation") :- a)     Seberang Prai Logistic Warehouse 3 b)     Axis Vista c)     Bayan Lepas Distribution Centre The details of the Revaluation is contained in the attachment below. This announcement is dated 20 October 2014. http://www.bursamalaysia.com/market/listed-companies/company-announcements/1771261

Attachments Revaluation.pdf