AMANAHRAYA REITS

KLSE (MYR): ARREIT (5127)

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Last Price

0.39

Today's Change

0.00 (0.00%)

Day's Change

0.385 - 0.39

Trading Volume

168,100

Financial

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Last 10 FY Result
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Revenue 70,458 70,390 72,276 77,855 86,252 91,517 95,878 96,685 60,418 57,386 61,607 55,232 3.03%
PBT 8,770 2,640 4,751 15,232 31,585 -7,400 40,254 87,114 74,254 40,541 59,683 107,249 -29.25%
Tax 0 289 289 -2,931 -160 0 -4,760 -5,864 0 0 0 0 -
NP 8,770 2,929 5,040 12,301 31,425 -7,400 35,494 81,250 74,254 40,541 59,683 107,249 -28.79%
-
NP to SH 8,770 2,929 5,040 12,301 31,425 -7,400 35,494 81,250 74,254 40,541 59,683 107,249 -28.79%
-
Tax Rate 0.00% -10.95% -6.08% 19.24% 0.51% - 11.82% 6.73% 0.00% 0.00% 0.00% 0.00% -
Total Cost 61,688 67,461 67,236 65,554 54,827 98,917 60,384 15,435 -13,836 16,845 1,924 -52,017 -
-
Net Worth 728,899 730,362 725,982 735,784 745,587 768,114 766,853 766,910 720,594 669,750 662,642 647,623 1.27%
Dividend
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Div - - - - - 29,119 35,539 34,966 31,527 33,819 36,170 37,259 -
Div Payout % - - - - - 0.00% 100.13% 43.04% 42.46% 83.42% 60.60% 34.74% -
Equity
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Net Worth 728,899 730,362 725,982 735,784 745,587 768,114 766,853 766,910 720,594 669,750 662,642 647,623 1.27%
NOSH 571,999 573,148 573,219 573,219 573,219 573,219 573,219 573,219 573,219 573,219 573,219 573,219 0.00%
Ratio Analysis
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
NP Margin 12.45% 4.16% 6.97% 15.80% 36.43% -8.09% 37.02% 84.04% 122.90% 70.65% 96.88% 194.18% -
ROE 1.20% 0.40% 0.69% 1.67% 4.21% -0.96% 4.63% 10.59% 10.30% 6.05% 9.01% 16.56% -
Per Share
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
RPS 12.32 12.28 12.61 13.58 15.05 15.97 16.73 16.87 10.54 10.01 10.75 9.64 3.02%
EPS 1.53 0.51 0.88 3.78 5.31 5.36 6.19 14.17 12.95 7.07 10.41 18.71 -28.78%
DPS 0.00 0.00 0.00 0.00 0.00 5.08 6.20 6.10 5.50 5.90 6.31 6.50 -
NAPS 1.2743 1.2743 1.2665 1.2836 1.3007 1.34 1.3378 1.3379 1.2571 1.1684 1.156 1.1298 1.27%
Adjusted Per Share Value based on latest NOSH - 571,999
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
RPS 12.29 12.28 12.61 13.58 15.05 15.97 16.73 16.87 10.54 10.01 10.75 9.64 3.02%
EPS 1.53 0.51 0.88 2.15 5.48 -1.29 6.19 14.18 12.96 7.07 10.41 18.71 -28.78%
DPS 0.00 0.00 0.00 0.00 0.00 5.08 6.20 6.10 5.50 5.90 6.31 6.50 -
NAPS 1.2717 1.2743 1.2667 1.2838 1.3009 1.3402 1.338 1.3381 1.2573 1.1685 1.1561 1.1299 1.27%
Price Multiplier on Financial Quarter End Date
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Date 30/09/24 30/09/24 29/12/23 30/12/22 31/12/21 31/12/20 31/12/19 31/12/18 29/12/17 30/12/16 31/12/15 31/12/14 -
Price 0.31 0.31 0.395 0.585 0.66 0.66 0.74 0.82 0.91 0.92 0.865 0.83 -
P/RPS 2.52 2.52 3.13 4.31 4.39 4.13 4.42 4.86 8.63 9.19 8.05 8.61 -10.62%
P/EPS 20.22 60.66 44.92 27.26 12.04 -51.13 11.95 5.79 7.02 13.01 8.31 4.44 29.30%
EY 4.95 1.65 2.23 3.67 8.31 -1.96 8.37 17.29 14.23 7.69 12.04 22.54 -22.65%
DY 0.00 0.00 0.00 0.00 0.00 7.70 8.38 7.44 6.04 6.41 7.29 7.83 -
P/NAPS 0.24 0.24 0.31 0.46 0.51 0.49 0.55 0.61 0.72 0.79 0.75 0.73 -9.07%
Price Multiplier on Announcement Date
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Date 29/11/24 29/11/24 29/02/24 27/02/23 18/02/22 25/02/21 10/02/20 14/02/19 15/02/18 20/02/17 19/02/16 16/02/15 -
Price 0.375 0.375 0.405 0.61 0.67 0.67 0.725 0.84 0.89 0.95 0.88 0.895 -
P/RPS 3.04 3.05 3.21 4.49 4.45 4.20 4.33 4.98 8.44 9.49 8.19 9.29 -11.13%
P/EPS 24.46 73.38 46.06 28.43 12.22 -51.90 11.71 5.93 6.87 13.43 8.45 4.78 28.60%
EY 4.09 1.36 2.17 3.52 8.18 -1.93 8.54 16.87 14.55 7.44 11.83 20.90 -22.23%
DY 0.00 0.00 0.00 0.00 0.00 7.58 8.55 7.26 6.18 6.21 7.17 7.26 -
P/NAPS 0.29 0.29 0.32 0.48 0.52 0.50 0.54 0.63 0.71 0.81 0.76 0.79 -9.54%

PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.

NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.

Div Payout %, NP Margin, ROE, DY, QoQ ⃤ & YoY ⃤ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.

All figures in '000 unless specified.

Discussions
1 person likes this. Showing 50 of 458 comments

Schwoosh

Slowly recovering, pick up at the bottom price now

2024-09-03 18:59

orbiter

so far ARREIT investment properties, comprising 11 properties across the office, education, industrial, retail and hospitality sectors, were valued at RM1.27 billion.

2024-09-04 16:09

CarolineTeoh

Pretty sure NPI of Amanahraya Reits will increase in the next quarter

2024-09-04 16:48

astor1es

give them a year time, can go back 0.45 again

2024-09-04 18:51

100Mark

New management will lead this REITS to a brighter future, dnt worry 😁

2024-09-04 23:03

meowmeister

so far slowly build back up market confidence then can hit 0.45 like u said...

2024-09-05 14:13

yifeng

Buy the bottom, potential big return in 6 months

2024-09-05 15:31

Joscylyn

Reinvest it when receive the dividend on 11 Oct 🙂

2024-09-05 17:50

Vista99

Now we wait for the big funds to come in and wait it soar

2024-09-05 20:28

adheree

better buy at the bottom now... so far price are alrdy settled down

2024-09-06 15:45

Schwoosh

Big discount so far comparing the price and the NTA value

2024-09-06 17:52

CarolineTeoh

ARREIT saw an increase in rental income from Selayang Mall by RM403.2k, thanks to the addition of 6 new tenants and the renewal of 34 existing tenants with incremental rent reversion

2024-09-06 19:08

Joscylyn

Slowly collecting also before receiving dividend 😊

2024-09-06 20:28

djrajan

Give ARREIT some time, let's see how they restructure their portfolio ...

2024-09-09 16:12

orbiter

The REIT is also reportedly looking to sell its remaining asset under the hospitality segment, the former Holiday Villa Alor Setar in Kedah, which has been left vacant since 2018, as it seeks to fully exit the hospitality business.

After exiting the hospitality business, time for educational assets?

2024-09-09 18:43

astor1es

0.305 best buy right now

2024-09-10 15:12

meowmeister

Need to gain back market confidence, is time to push the price up

2024-09-10 19:30

CarolineTeoh

REIT counters remain stable during market downturns. Don't worry, they will rebound in due time

2024-09-11 10:59

Schwoosh

AmanahRaya REIT sets ‘ambitious’ 90% occupancy rate target by FY25

2024-09-11 15:44

100Mark

ARREIT’s assets were recently revalued, resulting in a valuation surplus of RM2.2 million. Notably, Selayang Mall contributed RM1 million to this surplus due to improved occupancy rates. These gains reflect the Manager’s successful efforts in improving asset value and operational efficiency

2024-09-11 19:30

djrajan

90% is possible by next year, mb 2024 can end with 80% occupancy rate

2024-09-12 16:38

Vista99

Malaysia's real estate investment trusts (REITs) outlook remains positive with industrial exposure due to strong demand for data centers and high-tech warehouses, according to CIMB Securities

https://www.nst.com.my/business/corporate/2024/09/1104890/reits-outlook-positive-strong-data-centre-high-tech-warehouse

2024-09-13 10:46

orbiter

So far price stable down, hope can see 0.40 by end of this year

2024-09-13 15:12

Joscylyn

I am sure ARREIT will shoot up once it acquires tenants in the data center industry. hehe

2024-09-13 16:22

astor1es

Wait they fully exit hospitality sector first, then can dip into DC

2024-09-17 16:35

100Mark

We can say that ARREIT is the most undervalued REIT among REITs. Better collect before it's shooting up

2024-09-17 17:22

Vista99

Widely expected US rate cut to boost large-cap banks, energy stocks, REITs. By the way, the Fed cut interest rates by 50 basis points

https://theedgemalaysia.com/node/727061

2024-09-19 10:54

meowmeister

2 more month left for u to collect 100mark, wait for more acquisition from ARREIT

2024-09-20 18:59

CarolineTeoh

Invest safely and include this REIT in your portfolio 😀

2024-09-23 11:01

adheree

ARREIT is focusing primarily on acquiring educational assets, wellness facilities and industrial properties, particularly in logistic - Most of them are high-yielding assets.

2 months ago

Joscylyn

Portfolio diversification through acquisitions of alternative asset classes will play an important role in the future of Malaysian REITs, providing investors with more investment options 👍

2 months ago

Schwoosh

waiting for ARREIT making some comeback, cheap price for re-enter now

2 months ago

100Mark

REITs are sensitive to interest rates. Thereby, low interest rates boost borrowing capacity, aiding growth

2 months ago

RGBeric

wait dividend again

1 month ago

Terry Kok

slowly but surely improvement.

3 weeks ago

4dking777

not bad not bad, slowly back on track now

3 weeks ago

Schwoosh

Sapu sapu sapu

2 weeks ago

ks55

Intermark is now 58% tenanted. By end of Dec another 10% and making 68% occupancy rate. ARReits is going back to its glorious days.

2 weeks ago

AmberAsset

ong ong huat huat!

1 week ago

HaHassan

Perfomasi suku tahunan semakin cemerlang. Tambah reits ini dlm portfolio 😊

1 week ago

meowmeister

wait lower than I buy more ARREIT, probably hit support near 0.36-0.37

1 week ago

Joscylyn

AmanahRaya Real Estate Investment Trust (REIT) has completed its strategic acquisition of a private education asset in Glenmarie, Shah Alam for RM31.4 million

https://www.nst.com.my/business/corporate/2024/12/1147486/amanahraya-reit-completes-glenmarie-education-asset-acquisition

1 week ago

astor1es

Arreit next resistance at 0.40, The newly-acquired freehold property is currently leased to Tinta Pendidikan Sdn. Bhd, an education provider offering preschool, primary and secondary education.

1 week ago

CarolineTeoh

Nice, this is a promising acquisition. It will reach a 1-year high or even higher

6 days ago

Tokyolo

enter at 0.385, another potential REIT with improving revenue & profit

5 days ago

100Mark

The real estate investment trust (REIT) segment, which has been performing commendably this year, is expected to maintain its steady momentum into 2025 !

https://www.thestar.com.my/business/business-news/2024/12/16/steady-outlook-for-reits

5 days ago

HaHassan

Nampaknya ARREIT akan memecah 40 sen tak lama lagi 🤗

4 days ago

CarolineTeoh

https://www.edisi9.com.my/2024/12/amanahraya-reit-ke-tumpat-bantu-mangsa-terjejas-banjir/

ARREIT and ARIM distribute aids to flood victims in Kelantan. Good CSR for Amanahraya Reits

3 days ago

mroverlord888

props for ARREITS.... helping back the community....

2 days ago

Joscylyn

Good public appearance. I guess more people will take notice of this Reits and try to look into it

2 days ago

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