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amfirst (5120) quarter report 30/6/2014, summit usj 翻新工程開始了,收益減少了

大家先看看amfrist(5120)的quarter report:

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
27,489
28,445
27,489
28,445
2 Profit/(loss) before tax
10,617
13,084
10,617
13,084
3 Profit/(loss) for the period
10,617
13,084
10,617
13,084
4 Profit/(loss) attributable to ordinary equity holders of the parent
10,617
13,084
10,617
13,084
5 Basic earnings/(loss) per share (Subunit)
1.55
1.91
1.55
1.91
6 Proposed/Declared dividend per share (Subunit)
0.00
0.00
0.00
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 ($$)
1.2185
1.2381

revenue下滑3.3%, profit 下滑 18.8%,NAV下滑1.5%,這是一張全下的成績單,而amfirst給出的理由也很簡單,因為summit usj正在進行AEI(asset enhancement initiatives),所以影響收益,amfirst強調summit usj的租客因AEI而搬遷和summit hotel因AEI的關係而享有的rental rebate是收益減少的主因。summit usj會持續到2015年7月才會完工。

此外,amfirst的股東必須注意的是amfirst的borrowing,amfirst現有的borrowing為RM460mil, 而這當中的68%是floating interest rate。而你知道嗎?這份quarter report是up to june 2014, 而bank negara 在7月10日才調高opr(overnight policy rate)0.25%, 就是說接下來amfirst需要給更多的interest expenses, 面對更大的挑戰,不幸的是amfirst的其他office assets 不止毫無起色還更加遜色,看圖:


有意思的是,amfirst之前還有意思舉債收購產業,且看amfirst的發展如何。

謝謝大家花寶貴的時間聽uncle吹水, 而如果你覺得malaysiareit.com不錯,請在blog的右上角給我們一個like

7 thoughts on “amfirst (5120) quarter report 30/6/2014, summit usj 翻新工程開始了,收益減少了”

  1. 第一天 says:

    产托之blog,清晰,准确,给个赞你~。~
    (我也帮忙给研究费了,不过貌似n公司是不太老实的,希望你有收到我的研究费吧,祝你早日获得g公司的批准~。~)

    1. jim yuet says:

      n公司按了都當你沒按,哈哈~

    2. 第一天 says:

      快了,快了,半年的部落就可以批准了~。~

    3. Thiery Low says:

      我还有一个月就可以申请g公司了。

    4. jim yuet says:

      東東,那麼先恭喜你了

  2. Yvon Lai says:

    楼上的留言,很明朗化@@!
    呵呵,不要太透, 露底了。

  3. Cindyrina Rina says:

    I like the way you explain…not boring!

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