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[公司专区] 5176 SUNREIT 雙威產托

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发表于 2011-1-26 23:09 | 显示全部楼层
5176    SUNREIT    SUNWAY REAL ESTATE INVT TRUST  
Quarterly rpt on consolidated results for the fi ...
投资小子 发表于 2011-1-26 18:50


这个result 你从哪里拿来的???

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发表于 2011-1-26 23:16 | 显示全部楼层
这个result 你从哪里拿来的???
Brighton 发表于 2011-1-26 23:09


我的股票trading act里面看的。。

也可以去
http://www.klse.com.my/website/b ... uncements/index.jsp

明天的报纸财经板应该也会登出来。

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发表于 2011-1-27 23:49 | 显示全部楼层
RM1.02左右的股价,配合季度股息RM0.015,还真的是没有太大惊喜。DY不吸引人,只是股价升得快。这个REIT好特别。是因为Sunway的招牌效应吗?

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发表于 2011-1-28 17:47 | 显示全部楼层
虽然我持有它... 不过它的DY真的比同领域来得低 T_T

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发表于 2011-1-28 20:22 | 显示全部楼层
虽然我持有它... 不过它的DY真的比同领域来得低 T_T
股市无涯子 发表于 2011-1-28 17:47


能不能分享持有sunreit的原因呢?

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发表于 2011-2-3 21:36 | 显示全部楼层
回复 85# 豆沙包


    我的个人专区有大概的分享过...
也没什么研究过它的基本面.. 买入的原因是刚好有申请它的IPO又刚好有抽中.. (持有不多)
不用买入的broker charges又有折价... 就继续持有它... (不过发现它的DY其他REIT来得低...)
可能是明星效应吧... sunreit的产业都是一些知名的property... 而且又是目前大马最大的产托...
就没有想把它卖出的理由... REIT的价钱以及股息又稳定... 一买一卖还要亏水钱... 就继续持有吧...

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发表于 2011-4-1 15:46 | 显示全部楼层
更新: April 1, 2011 00:24

太子綜合辦公樓
雙威產託5億購得


(吉隆坡31日訊)雙威產托(SUNREIT,5176,主要板產托)成功以現金5億1394萬5000令吉,競購吉隆坡太子綜合辦公樓(Putra Place)。

該公司晚間向馬證交所報備說,新資產將為集團帶來長期利益,和貢獻穩定現金,預計截至6月30日2012財年始作出貢獻。

雙威產托指出,收購完成后,將進行大規模的裝潢,以享受更高的資產升值。

“將通過內部融資和銀行貸款籌措收購資金。”

ECM證券研究分析報告指出,收購吉隆坡太子綜合辦公樓后,該公司資產將從去年底的37億9000萬令吉,增加至43億400萬令吉。

最大競購案

由于沒有吉隆坡太子綜合辦公樓的租金及回酬率的相關詳情,因此無法計算這項收購是否可為雙威產托帶來良好回酬。

“根據市場預估雙威產托2011財年6.1%的回酬,即使不將融資債務計算在內,上述新購資產的回酬率必須高過6.1%才可算合理。”

該行暫維持買進投資評級,目標價5.10令吉;若雙威控股(SUNWAY,4308,主要板建築)合併成功,成為第三大上市房地產發展商,雙威產托的估值將隨調升。

僑豐托管公司(OSK Trustees Bhd)昨日成功以5億1395萬令吉,競購吉隆坡太子綜合辦公樓。

這項長達3年的競購案,也是我國最大的公開競購案。

消息日前指出,在僑豐托管公司的客戶名單中,雙威產托是潛在買家的可能性最大,這將加強在國內產托的市場地位。

雙威產托今日股價平平,閉市平盤報1.06令吉,成交量187萬3600股。

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发表于 2011-4-1 19:51 | 显示全部楼层
Sunway REIT plans major Putra Place renovation
Published: 2011/04/01
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Sunway Real Estate Investment Trust (Sunway REIT) (5176) has bought The Putra Place in a public auction for RM513.95 million, confirming a Business Times report yesterday.

Sunway REIT said the deal will provide geographical diversification and enlarge its portfolio of properties.

Sunway REIT Management Sdn Bhd, the manager for Sunway REIT, is planning a major renovation of the property under a turnaround exercise.

"Upon completion of this turnaround exercise, the manager believes that the property will enjoy upside on capital appreciation as well as improved yield," it said.

Read more: Sunway REIT plans major Putra Place renovation http://www.btimes.com.my/Current ... _html#ixzz1IGtNvMow

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发表于 2011-4-1 20:59 | 显示全部楼层
Sunway REIT buys Putra Place for RM514m

KUALA LUMPUR: Sunway REIT has won an auction to acquire Putra Place, a property previously belonging to Metroplex Holdings Bhd but charged to the bank, for RM513.95 million.

Putra Place is located across from the Putra World Trade Centre in Kuala Lumpur.

It comprises an eight-level podium retail/ shopping complex known as “The Mall”, an office tower known as “100 Putra Place (from 10th to 33rd floors), a 25-storey five-star hotel (11th to 21st floors), service apartments (from 22nd to 34th floors) and penthouses (from 34th to 35th floors) known as “The Legend”.

The property also includes 1,323 car parking bays located at the basements.

According to Sunway REIT, the purchase price of RM513.95 million is the reserve price fixed for the property. It said independent valuation from Knight Frank had valued the property at RM576 million.

Sunway REIT will fund the purchase with a mixture of internal funds and bank borrowings. It said there are no liabilities to be assumed by the REIT with the acquisition.

http://www.theedgemalaysia.com/i ... ace-for-rm514m.html

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发表于 2011-4-2 08:11 | 显示全部楼层
購隆市綜合辦公樓 雙威城估值提升

(吉隆坡1日訊)雙威房地產投資信託(SUNREIT,5176,主板房產信託組)購吉隆坡太子綜合辦公樓(Putra Place)的行動,長期可提升雙威城(SUNCITY,6289,主板產業股)的估值。

雙威城持有雙威房地產投資信託36.7%股權。後者以現金5億1390萬令吉,成功標得吉隆坡太子綜合辦公樓。

吉隆坡太子綜合辦公樓是個交通方便,包含購物廣場、旅店以及辦公樓的綜合計劃,土地面積達19萬3621平方尺。

雖然這項競標未有詳細資料,分析員認為是項收購正面,因為:

第一、5億1390萬令吉收購價合理,因為該價位是吉隆坡太子綜合辦公樓固定保留價,並低於倫敦房地產經紀萊坊(Knight Frank)給予的合理價5億7600萬令吉的11%;

第二、儘管該產業殘舊以及缺乏維修,未能提供良好租金收益,不過,分析員卻看好這項產業的潛能,因為其坐落於黃金地段,而當地面臨優質購物廣場及辦公樓短缺的問題。

維持盈利預測

艾芬投行分析員相信,雙威房地產投資信託有意承接主要裝修工程,並為吉隆坡太子綜合辦公樓進行改裝。

在取得有關收購的進一步詳情之前,分析員維持該股盈利預測,並維持「買進」投資評級以及5.90令吉目標價格。

分析員相信,該收購將長期提升估值。

目前,這項收購對其估值的影響不大。

這項產業僅佔雙威房地產投資信託42億令吉資產的12%比重。

http://www2.orientaldaily.com.my/read/LBZ/2MA305TA1nS11ltQ0iG441Wb0LU52s2J

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发表于 2011-4-3 15:25 | 显示全部楼层
收購Putra Place價格合理
雙威產托長期回酬增長

業績評論 2011-04-01 19:19

(吉隆坡1日訊)新聞雙威產業信托(SUNREIT, 5176, 主板產業投資信托組)以5億1千400萬令吉,在公開拍賣行動中收購集購物商場、酒店、辦公樓於一處的Putra Place商場。有關收購價是折價11%,原本估值價為5億7千600萬令吉。

受收購行動激勵,雙威產業信托一度上漲2仙或1.89%至最高1令吉零8仙,閉市揚1仙至1令吉零7仙。

分析

分析員對雙威產業信托的上述收購反應正面,出價合理,收購行動將使資產價值增長14%至43億令吉,並帶來8.7%回酬。

馬銀行研究說,管理層不願透露這項資產的回酬率詳情,不過,根據初步估計應該是8.7%,只是這不包括裝修成本在內,如果計算裝修成本,每1億令吉費用,會使回酬下砍1.3%。

興業研究認為,收購價格相當合理,尤其是購物商場是永久地契,佔地19萬3千621平方尺,競標價約每方尺2千654令吉,考量吉隆坡布特拉路的商業地段每平方尺為1千200令吉至1千300令吉之間,是相當吸引人的價格。

Putra Place辦公樓
具供應過剩壓力


馬銀行研究更為關注的是Putra Place的30萬平方公尺辦公樓,因該區辦公樓有過剩壓力,主要是在2011至2013年將有1千300萬平方呎辦公樓供應,2010年時已供應5千900萬平方呎辦公樓。

“有關產業已有20年歷史,須經裝修或轉型,才能為雙威產業信托作顯著貢獻。”

雙威產業信托應該以內部資金和貸款融資收購。

馬銀行研究估計,收購行動後,負債比由0.27倍增長0.36倍;興業估計負債增加至0.35至0.36倍,處於合理水平。

興業預測2012財政年下半年,產業在裝修完成後,才開始作出貢獻,在回酬未詳前,維持淨利預測。

“但根據雙威城與雙威金字塔帶來優渥回酬的過往記錄,相信上述產業也將帶來增長與改善的回酬。”

Putra Place商場地點適中,交通四通八達,銜接輕快鐵與電動火車,而萊坊獨立估值顯示其價格為5億7千600萬令吉,有關折價使收購有3千萬至5千萬令吉“盈餘空間”。

http://biz.sinchew-i.com/node/45648

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发表于 2011-4-20 21:16 | 显示全部楼层
General Announcement
Reference No SR-110420-A3032

Company Name
:
SUNWAY REAL ESTATE INVESTMENT TRUST  
Stock Name
:
SUNREIT  
Date Announced
:
20/04/2011


Type
:
Announcement
Subject
:
MATERIAL LITIGATION

Description
:
SUNWAY REAL ESTATE INVESTMENT TRUST ("SUNREIT")
-   LEGAL PROCEEDINGS INSTITUTED BY ROBERT TI AND KORNELIS KURNIADI AGAINST COMMERCE INTERNATIONAL MERCHANT BANKERS BERHAD, OSK TRUSTEES BERHAD, SUNWAY REAL ESTATE INVESTMENT TRUST, TIMBALAN PENDAFTAR MAHKAMAH TINGGI KUALA LUMPUR AND ABU BAKAR BIN ABDUL RAHMAN

Announcement Details/Table Section :


We wish to inform that Robert Ti (a Malaysian citizen) and Kornelis Kurniadi (an Indonesian citizen) (together, “the Plaintiffs”) had on 19 April 2011 through their lawyer served an originating summon, a summon-in-chamber and an affidavit affirmed by Robert Ti, all dated 18 April 2011, on the law firm acting for OSK Trustees Berhad as second defendant (“OSK Trustees”) and Sunway Real Estate Investment Trust as third defendant (“SUNREIT”).  The other defendants in the originating summon and summon-in-chamber are Commerce International Merchant Bankers Berhad as the first defendant (“CIMB”), Timbalan Pendaftar Mahkamah Tinggi Kuala Lumpur as the fourth defendant (“Deputy Registrar”) and Abu Bakar bin Abdul Rahman as the fifth defendant (“Auctioneer”).   

The Plaintiffs are seeking the following orders from the High Court of Malaya in Kuala Lumpur:-

(1)        a declaration that the sale by public auction on Geran 10012 No Lot 38 Seksyen 51 Bandar Kuala Lumpur, Federal Territory of Kuala Lumpur (“Putra Place Land”) on 30 March 2011 has breached the Proclamation and Conditions of Sale and/or the National Land Code, 1965;

(2)        that the sale of the Putra Place Land to OSK Trustees be set aside as being null and void;

(3)        that the Certificate of Sale in Form 16F be set aside;

(4)        that CIMB is not permitted to complete and discharge the charge in the interest of OSK Trustees and SUNREIT;

(5)        that CIMB is not permitted to relinquish the title  to OSK Trustees or SUNREIT;

(6)        after the sale as set out in paragraph (2) above is set aside, that the Putra Place Land be auctioned again on a date to be determined;

(7)        that the following declarations be made:
      (a)        the decision by the Deputy Registrar in rejecting the Plaintiffs as a bidder is null and void and to be set aside;

      (b)        the Deputy Registrar and the Auctioneer had conducted the public auction in violation of the Proclamation of Sale and the Conditions of Sale and/or the National Land Code;
(8)        a declaration that the letter of authorization of OSK Trustees presented to the Deputy Registrar has breached condition number 2 of the Bahasa Malaysia version of the Conditions of Sale;

(9)        following the above declaration, the bid by OSK Trustees for the Putra Place Land be null and void and to be set aside;

(10)        any other orders that the court deem appropriate and costs to be borne by the defendants.

In the summon-in-chamber dated 18 April 2011 for a hearing on 29 April 2011 (subsequently brought forward to 22 April 2011), the Plaintiffs are seeking the following from the High Court of Malaya in Kuala Lumpur pending the disposal of the relief sought in the abovementioned originating summon:

(1)        an interim injunction to restrain OSK Trustees and/or SUNREIT from completing the Memorandum of Sale dated 30 March 2011 with regards to the Putra Place Land;

(2)        an interim injunction to restrain OSK Trustees and/or SUNREIT from receiving the Certificate of Sale in National Land Code Form 16F with regards to the Putra Place Land;

(3)        as an alternative, if OSK Trustees and/or SUNREIT have received the Certificate of Sale in National Land Code Form 16F, an interim injunction to restrain OSK Trustees and/or SUNREIT from taking any steps or further steps to present the Form 16F to the land office for registration of the transfer to OSK Trustees and/or SUNREIT and/or any other third party;

(4)        any other relief.

OSK Trustees is currently considering the above and seeking legal advice.


This announcement is dated 20 April 2011.

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发表于 2011-4-20 21:42 | 显示全部楼层
回复 92# esj_joo


    有中文翻译吗?
看不是很懂叻。。。

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发表于 2011-4-23 21:09 | 显示全部楼层
5.1億購Putra Place受干擾‧雙威產託財測不變

大馬財經  2011-04-23 12:02
(吉隆坡22日訊)雖然面對外來阻力,但雙威產業信托(SUNREIT, 5176, 主板產業投資信托組)仍完成以5億1千400萬令吉收購Putra Place商場,在考量了該產業的貢獻後,馬銀行研究維持該公司的財測。

總資產額增14%至43億
預計Putra Place商場可帶來8.7%回酬,比較目前的產業回酬只有6.5%。同時,這將激勵該公司的總資產額增長14%至43億令吉。

雙威產業信托是在由聯昌銀行舉行的公開拍賣行動中,收購集購物商場、酒店、辦公樓於一身的Putra Place商場。不過卻受到“干擾”,兩名人士狄羅拔(大馬人)及克尼利(印尼人)透過馬來亞高庭起訴涉及拍賣活動的各方,包括雙威產業信托及僑豐信托公司,阻止上述交易成交。

根據瞭解,提出訴訟的兩名人士也對Putra Place商場虎視眈眈,礙於非大馬公民身份,根據1965年國家土地法令,而不符合競投的資格。

因此,雙威產業信托完全符合投標的程序,最終也奪下Putra Place商場;馬銀行研究維持其“買進”評級,目標價訂在1令吉15仙。

星洲日報/財經‧2011.04.23
http://biz.sinchew-i.com/node/46407

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发表于 2011-4-28 22:34 | 显示全部楼层
High Court dismisses interim injunction over Putra Place land sale

KUALA LUMPUR: The High Court has dismissed an interim injunction to stop the sale of the Putra Place land in Kuala Lumpur by OSK Trustees Bhd to Sunway Real Estate Investment Trust (Sunway REIT).

Sunway REIT said on Thursday, April 28 that the High Court dismissed the summon-in-chambers with costs. Robert Ti and Kornelis Kurniasai has sought an interim injunction to stop the sale of the property.

“The High Court also dismissed the Plaintiffs’ oral application for an interim order that the trustee and Sunway REIT be restrained from selling or dealing with Putra Place pending the disposal of the originating summons,” it said.

Sunway REIT said the trustee was advised by its solicitors that in their opinion, the plaintiffs were not likely to succeed in their claims in the originating summons against the trustee.

The High Court has also fixed the originating summons for case management on May 5.

Ti and Kurniadi had on April 19 served an originating summon, a summon-in-chamber and an affidavit on the law firm acting for OSK Trustees Bhd as second defendant and Sunway REIT as third defendant.

The other defendants in the originating summon and summon-in-chamber are Commerce International Merchant Bankers Bhd as the first defendant (CIMB), the deputy registrar of the Kuala Lumpur High Court as the fourth defendant and the auctioneer Abu Bakar Abdul Rahman as the fifth defendant.

Ti and Kurniadi had sought a declaration that the sale by public auction of Putra Place land on March 30 haf breached the Proclamation and Conditions of Sale and/or the National Land Code, 1965.

The two had also sought a court order that the sale of the Putra Place land to OSK Trustees be set aside as being null and void and also that CIMB was not permitted to complete and discharge the charge in the interest of OSK Trustees and Sunway REIT.

They had also sought a court order that CIMB was not permitted to relinquish the title to OSK Trustees or Sunway REIT.

http://www.theedgemalaysia.com/b ... lace-land-sale.html

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发表于 2011-5-3 20:04 | 显示全部楼层
CURRENT YEAR QUARTER
PRECEDING YEAR
CORRESPONDING
QUARTER
CURRENT YEAR TO DATE
PRECEDING YEAR
CORRESPONDING
PERIOD
31/03/2011
31/03/2010
31/03/2011
31/03/2010
$$'000
$$'000
$$'000
$$'000
1Revenue
82,346
0
240,124
0
2Profit/(loss) before tax
43,732
0
399,606
0
3Profit/(loss) for the period
43,732
0
399,606
0
4Profit/(loss) attributable to ordinary equity holders of the parent
43,732
0
399,606
0
5Basic earnings/(loss) per share (Subunit)
1.63
0.00
14.88
0.00
6Proposed/Declared dividend per share (Subunit)
1.70
0.00
4.96
0.00








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 ($$)
0.9737
0.0000

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发表于 2011-5-3 21:10 | 显示全部楼层
Sunway Real Estate Investment Trust (Sunway REIT) posted a pre-tax profit of RM43.7 million and a revenue of RM82.3 million
for the third quarter ended March 31, 2011.

In a filing to Bursa Malaysia today, the company said it registered a gross revenue of RM240.1 million and net property income of RM179.0 million for year-to-date ended March 31, 2011.

Its pre-tax income was RM399.6 million comprising realised net income of RM126.2 million and unrealised income of RM273.4 million arising mainly from fair value adjustment on investment properties.

On prospects, Sunway REIT said its retail properties will be able to enjoy another year of robust performance, underpinned by growth in visitorship, double digit growth in rental reversions and continued growth in consumer spending.


It said the Sunway Pyramid Shopping Mall recorded an increase in visitorship of 2.3 per cent for the nine-month period ended March 31, 2011 as compared to the previous corresponding period whilst its Sunway Carnival Shopping Mall registered 6.3 per cent growth.

"Occupancy remained strong with Sunway Pyramid Shopping Mall at 99 per cent, Sunway Carnival Shopping Mall at 92 per cent and SunCity Ipoh Hypermarket at 100 per cent," it said.

For the nine-month period ended March 31, 2011, Sunway REIT said all its hotel properties achieved higher average daily rates compared to the previous corresponding period.

It said occupancy rates improved for Sunway Resort Hotel & Spa, Pyramid Tower Hotel and Sunway Hotel Seberang Jaya to 68.4 per cent, 80.4 per cent and 79.1 per cent respectively compared to 66.2 per cent, 80.1 per cent and 76.5 per cent respectively previously.

On the office market, Sunway REIT said rental income was sustainable but there was limited upside due to the softer market sentiments. -- Bernama

Read more: Sunway REIT reaps RM43.7m Q3 pre-tax profit http://www.btimes.com.my/article ... icle/#ixzz1LIJmM600

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发表于 2011-5-4 18:13 | 显示全部楼层
行家论股:双威产托 零售弥补酒店业
2011/05/04 5:41:07 PM
●南洋商报

目标价:1.05令吉

最新进展

在日本地震和海啸的双重打击下,加上年终假期和公司的年杪盛会告一段落,双威产托(Sunreit,5176,主板产业信托股)的酒店领域也受到影响,营业额和净利分别下滑3.5%和3.4%。

双威产托2011财年第三季的净利取得4320万令吉,比分析员和市场预测低7%。

双威产托的业绩虽然稍微逊色,但是零售领域的营业额足以抵消酒店领域差强人意的表现。

盘点分析

双威产托也宣布派发每股1.7仙股息,使首三季股息累积至每股4.96仙,这也与我们的全年派息预测(6.70仙)相符。

我们认为,双威金字塔购物中心的表现持续看涨。截至目前,续约租金更呈16.5%的正面增长,获续约的净租用面积(NLA)约有110万平方尺,占总净租用面积的94.4%。

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发表于 2011-5-4 21:07 | 显示全部楼层
Sunway REIT posts net profit of RM43.73m for 3Q

KUALA LUMPUR: Sunway Real Estate Investment Trust (REIT) posted net profit of RM43.73 million for the third quarter ended March 31, 2011.

It said on Tuesday, May 3 that gross revenue was RM82.3 million and net property income RM61.0 million.

“Income before taxation was RM43.7 million comprising realised net income of RM43.2 million and unrealised income of RM0.5 million arising mainly from fair value adjustment on financial derivatives,” it said.

For the nine months, Sunway REIT registered gross revenue of RM240.1 million and net property income of RM179 million. Income before taxation was RM399.6 million comprising realised net income of RM126.2 million and unrealised income of RM273.4 million arising mainly from fair value adjustment on investment PROPERTIES [].

As at March 31, 2011, Sunway REIT has distributed RM87.4 million or 3.26 sen per unit for the six months ended Dec 31, 2010.

“For the quarter ended 31 March 2011, Sunway REIT made a provision of approximately 100% of the realised distributable income amounting to RM45.6 million or 1.70 sen per unit payable on June 9, 2011,” it said.

http://www.theedgemalaysia.com/b ... rm4373m-for-3q.html

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发表于 2011-5-5 10:58 | 显示全部楼层
雙威產業信托(SUNREIT)

    業績出爐

2011-05-04 11:38

截至2011年3月31日第三季

星洲日報/財經‧2011.05.04

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