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Daily Archives: August 14, 2015

sunreit 30jun2015 quarter report

sunreit(5176,MYREIT)发布了30jun2015 quarter report,看图下: revenue上升5.23%,profit上升54.6%,nav per unit上升7.7%,sunreit宣布派息RM2.05cent per unit,ex-date 24aug2015,payment date 10sept2015。派息比2014年同期增加了约莫1% 2015(RM’000) 2014(RM’000) revenue 114,937 109,217 +5.23% profit 363,803 235,210 +54.6% dividend 2.05 2.03 +0.98% nav per unit 1.3350 1.2390 +7.7% sunreit在这季度录得RM306,750 ,000 change in fair value of investment property,这是一项Unrealised profit,由产业重新估值获得,可是单单这项“收入”就占了net profit RM363mil的84%,这是为何sunreit在revnue只增长5.23%下,profit得以增长54.6% 其实,sunreit与过往一样,retail产业强劲成长,office和hotel产业拼命扯后腿,这已经是连续发生了几个季度的事,看图下: 若看revenue,retail强劲成长9.2%,奈何hotel和office分别萎缩4.6%与9.3%,other(hospital)成长5.7%。hotel由于疲弱的需求导致业绩下滑,office则是租户搬离。