KLSE (MYR): ALSREIT (5269)
You're accessing 15 mins delay data. Turn on live stream now to enjoy real-time data!
Last Price
0.40
Today's Change
0.00 (0.00%)
Day's Change
0.00 - 0.00
Trading Volume
0
Market Cap
232 Million
NOSH
580 Million
Avg Volume (4 weeks)
3,531
4 Weeks Range
0.375 - 0.415
4 Weeks Price Volatility (%)
52 Weeks Range
0.375 - 0.48
52 Weeks Price Volatility (%)
Previous Close
0.40
Open
0.00
Bid
0.38 x 29,000
Ask
0.40 x 500
Day's Range
0.00 - 0.00
Trading Volume
0
Latest Quarter | Ann. Date
30-Jun-2024 [#2] | 29-Aug-2024
Next QR | Est. Ann. Date
30-Sep-2024 | 24-Nov-2024
T4Q P/E | EY
11.80 | 8.47%
T4Q DY | Payout %
2.18% | 25.67%
T4Q NAPS | P/NAPS
1.12 | 0.36
T4Q NP Margin | ROE
25.21% | 3.03%
Sector: REAL ESTATE INVESTMENT TRUSTS
Sector: REAL ESTATE INVESTMENT TRUSTS
Subsector: REAL ESTATE INVESTMENT TRUSTS
Subsector: REAL ESTATE INVESTMENT TRUSTS
Description:
Al-Salam Real Estate Investment Trust is an Islamic REIT (Real Estate Investment Trust) based in Malaysia. The principal activity of the trust is to invest in Shariah-compliant properties. Its segments include Retail, Office, Food, and Beverage (F&B), which consist of the restaurant and non-restaurant outlets. The company's key objective is to provide Unitholders with regular and stable distributions, sustainable long-term unit price and distributable income and capital growth.
目标价:1.10令吉
最新进展:
Al Salam产托(ALSREIT,5269,主板产托股)以1.15亿令吉,向经营知名快餐连锁店的QSR品牌,收购全国22项产业。
根据协议,完成收购后,Al Salam产托将把产业租回给QSR品牌。租约为期3年,并可更新最长至15年。
为完成上述收购,Al Salam产托也建议私下配售最多20%的产托单位予第三方投资者。如最终成功售出约10.89%,公司预计可筹得6000万令吉。
行家建议:
我们正面看待收购计划,因公司将以三重式净租约(即租户承担建筑物所有相关开销)将单位租回给QSR品牌。
租金仍然待定。我们作出基本假设,如净产业回酬率可达6.2%(与QSR品牌2016财年的表现一致),那上述计划将成为潜在可增进收益的资产,而我们预测的加权平均资本成本(WACC)是5.9%(负债对资产比率为40:60)。
在等候有关上述计划的进一步披露之前,我们暂时维持财测。考虑到公司之前以1.55亿令吉收购Mydin超市和配售计划之后,我们预计净负债将由0.35倍,升至0.44倍。
另外,再假设以最新闭市价1.00令吉的5%折价来计算,私下配售计划料最终会售出6320万新产托单位,而这将把公司的总产托单位扩大11%。
http://www.enanyang.my/news/20171206/al-salam产托购qsr产业财测不变/
2017-12-06 10:35
https://www.thestar.com.my/business/business-news/2018/01/26/winners-and-losers-from-interest-rate-hike-by-cimb-research/
Furthermore, there should be some uptick in interest cost for borrowings but we believe the impact would be cushioned as most M-REITs have their borrowings on fixed rates with long-term tenures, except for Axis REIT and Pavilion REIT. Our estimation shows that an increase of 25bp in OPR would impact M-REITs earnings by less than c.1.5%.
Read more at https://www.thestar.com.my/business/business-news/2018/01/26/winners-and-losers-from-interest-rate-hike-by-cimb-research/#32IoXSoGhtiE6fl5.99
2018-01-28 13:49
Will The recent statement my Mydin supermarket owner about consumers having less spending power affect this reit as it has interest in Mydin supermat in Trengganu
2018-02-12 10:18
(吉隆坡14日讯)Al Salam产托(ALSREIT,5269,主板产托股)放眼在未来3年,收购约10亿令吉的商用和工业资产。
《The Edge》引述管理该产托的白沙罗产托经理私人有限公司主席拿督卡马鲁扎曼报道,该公司通过增加投资组合内高收益资产,吸引更多投资者。
他续称,公司不仅会向母公司柔佛机构(JCorp)购买产业,也会向外部及第三方购买。
“个人认为,我会希望未来3年内,每年收购约3亿令吉的产业。每年要收购那么多资产对Al Salam产托料不是问题,因为柔佛机构有很多资产。”
不过他说,公司在考虑收购时,对产托要求和标准非常高,且会考量到双方的资本价值和收益。
卡马鲁扎曼也是柔佛机构的总裁兼总执行长。
若Al Salam产托成功在未来3年收购10亿令吉ID资产,其组合规模将从目前的9.28亿令吉翻倍。
收购将通过借贷和配售产托单位完成,因此Al Salam产托的规模也会随之扩大。
白沙罗产托经理总执行长万阿兹曼伊斯迈也说,目的是为了让Al Salam产托在基金经理和老练投资者的眼中变得更吸引人。
今年先砸2.7亿
他补充,Al Salam产托今年正在收购2.7亿令吉的资产,包括以1.55亿令吉收购瓜拉登嘉楼的Mydin超级市场,以及1.15亿令吉收购全马22家餐厅。
其中,Mydin超级市场是该产托首个向第三方购买的资产。
至于母公司柔佛机构,已准备将有素质的资产注入到Al Salam产托,不过,万阿兹曼说,也有第三方接洽公司,洽谈关于资产收购的事宜。
他说,只有高素质和高收益资产才能被注入组合。
2018-07-15 15:09
In 3 years as salam reit property portfolio is expected to doube from 1 billion to 2 billion
2019-06-07 17:48
does it own the holiday onn which on top of komtar jbcc? or get rental from holiday inn?
2019-07-02 07:40
Holiday inn building is owmed by sks group as part of komtar jbcc development. It will help to boost and enhance komtar jbcc mall as the premier mall in johor city centre
2019-07-09 10:14
Alsreit 2Q2020 quarter report analysis
中文:
https://vitamincash.com.my/zh_CN/2020/09/01/alsreit-2q2020-quarter-report-analysis/
English:
https://vitamincash.com.my/en_US/2020/09/01/alsreit-2q2020-quarter-report-analysis/
2020-09-01 20:33
ALSREIT 3Q2020 Analysis
chinese
https://vitamincash.com.my/zh_CN/2020/12/26/alsreit-3q2020-quarter-report-analysis/
english
https://vitamincash.com.my/en_US/2020/12/26/alsreit-3q2020-quarter-report-analysis/
2020-12-26 10:26
Someone keep sell down, these few days I support buy on 0.60 until out of bullet....
2020-12-31 11:39
2022-04-23 21:58
Accumulation in progress. Rental reversion, lower rebates and reopening of the economy. 80 cents in the making
2023-02-25 22:04
shortinvestor77
RHB Investment Bank adjusts TP from 1.18 to 1.20.
https://klse.i3investor.com/blogs/nanyang_stock_expert/134404.jsp
2017-10-06 14:27