【ALAQAR 5116 交流专区】回教实业投资

williamnkk81

Announcement Date	Financial Year	Quarter Number	Financial Quarter	Revenue (RM,000)	Profit Before Tax (RM,000)	Net Profit (RM,000)	Earning Per Share (Cent)	Dividend (Cent)	NTA (RM)
27/08/2012	31/12/2012	2	30/06/2012	25,017	13,727	13,457	1.93	3.26	1.100
25/05/2012	31/12/2012	1	31/03/2012	25,012	12,916	12,480	1.95	2.52	1.120
24/02/2012	31/12/2011	4	31/12/2011	23,087	52,164	51,747	8.09	5.17	1.120
29/11/2011	31/12/2011	3	30/09/2011	21,429	11,365	11,195	1.93	0.00	1.100
23/08/2011	31/12/2011	2	30/06/2011	19,819	11,124	11,028	1.90	0.00	1.080
23/05/2011	31/12/2011	1	31/03/2011	20,131	11,242	11,146	1.92	3.30	1.060

Date	Financial Year	Ex-Date	Entitlement Date	Payment Date	Entitlement Type	Dividend (Cent)	Dividend (%)
01/06/2012	31/12/2012	27/06/2012	29/06/2012	20/07/2012	Income Distribution	3.260	0.00
24/02/2012	31/12/2011	21/03/2012	23/03/2012	20/04/2012	Income Distribution	2.520	0.00
15/09/2011	31/12/2011	12/10/2011	14/10/2011	11/11/2011	Income Distribution	5.200	0.00
28/02/2011	31/12/2010	23/03/2011	25/03/2011	15/04/2011	Income Distribution	3.300	0.00
01/06/2010	31/12/2010	28/06/2010	30/06/2010	26/07/2010	Interim Dividend	0.000	4.43
03/02/2010	31/12/2009	23/02/2010	25/02/2010	26/03/2010	Interim Dividend	0.000	3.80

官网：http://www.alaqar.com.my/

一家我喜爱的REIT公司。。。我问：大家知道这家REIT公司有何特别嘛。。。。

gab102001

一家我喜爱的REIT公司。。。我问：大家知道这家REIT公司有何特别嘛。。。。
williamnkk81 发表于 10-4-2012 09:04 AM

应该是属于hospitalization 的领域吧。没什么印象。
唯一的印象是最近到怡保吃芽菜鸡的时候路过看到这间医院。
感觉像一间Hospital Pantai 的翻版。

不过，去年最后一个quarter的业绩暴增。。

swaq

kpj

williamnkk81

回复 3# swaq


    哈哈。。对了。。。这是医院房地产基金。。。KPJ是租户和最大股东。。。

williamnkk81

回复 2# gab102001


    你有的。。。没留意罢了。。。KPJ保健医护。。

icy97

醫保業穩定‧拓展海外‧ALAQAR保健信託前景看俏

熱股評析  2012-05-15 19:02
（吉隆坡15日訊）醫療保健領域表現穩定且不受經濟景氣衝擊，ALAQAR保健信托（ALAQAR，5116，主板產業投資信托組）前景因而備受看好，分析員相信大股東積極擴張策略，以及管理層放眼開拓海外市場，將支撐其長期成長動能，但高負債比將是最大絆腳石。

興業研究表示，除零售產托外，穩定和持續成長的醫療保健產托價值也開始浮現，因相關領域不受經濟成長放緩衝擊。

“我們相信醫療保健領域將繼續以溢價交易，主要是預計領域常年將成長8至10%、具抗跌性本質、綜合保健控股（Integrated Healthcare）即將上市有望進一步推動領域估值，以及馬股醫療保健相關股項相對稀少，而醫藥保健現估值達23倍就進一步強化我們的觀點。”

以資產規模算，ALAQAR保健信托現為大馬第五大產托，更是唯一專注醫療保健的產托，目前擁有24家醫療保健相關資產（包括3項海外資產），而背後保薦的柔佛醫藥保健（KPJ，5878，主板貿服組），相信將能協助其維持長期成長。

ALAQAR保健信托現投資資產價值企於13億6千萬令吉，其中醫院佔資產比例約82%，而所有資產都是單一租賃，和由柔佛醫藥保健旗下子公司進行運營，短期租賃更新風險不高。

放眼澳洲市場
興業相信ALAQAR保健信托將是日趨成長的醫療保健領域的最佳代表之一，因柔佛醫藥保健積極擴張計劃將確保資產消息流，而未來管理層也計劃將更多療養院納入投資組合內。

“隨著成功收購Jeta Gardens，以及澳洲相對成熟的養老院市場，我們相信ALAQAR保健信托將繼續放眼澳洲市場機會，而管理層也看準醫療旅遊商機，計劃開拓其他國際市場，並將持續與柔佛醫藥保健攜手購置海外資產。”

興業認為，該公司相信澳洲和日本等發達國家老年化人口逐漸增加，對療養院需求動能將持續強勁，中短期內可能收購更多海外療養院。

“ALAQAR保健信托管理層放眼長期拓展海外市場，而海外資產現僅貢獻2011財政年營業額約6%，相信2012財政年營業額貢獻比重將提高至17%，主要是2011財政年下半年收購的產業開始作出全年營業額貢獻。”

有鑑於此，興業預計ALAQAR保健信托在年均租金成長1.5%至3%，以及潛在併購活動支撐下，2012至2014財政年料達到5千550萬令吉、5千940萬令吉和6千零30萬令吉。

“雖然ALAQAR保健信托現有值達到1.07倍溢價水平，比領域平均的1.03倍為高，但仍低於新加坡同儕的估值，我們相信在潛在併購活動和領域繼續擴張下，產托長期價值仍有進一步成長空間。”

不過，興業指出，ALAQAR保健信托現有負債比達到0.48倍，逼近證券監督委員會的0.5倍上限不遠，將是最大的風險所在，但管理層現透過多元手段來降低負債比至0.4倍至0.45倍，不排除可能增發單位籌措未來併購資本。

“我們也預期公司將為部份貸款進行再融資計劃，其中1千200萬令吉伊斯蘭商業票據和2億6千850萬令吉伊斯蘭中期票據將在未來12月達到再融資門檻。”（星洲日報／財經）

icy97

SUMMARY OF KEY FINANCIAL INFORMATION

31/03/2012

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/03/2012	31/03/2011	31/03/2012	31/03/2011
		$$'000	$$'000	$$'000	$$'000
1	Revenue	25,012	20,131	25,012	20,131
2	Profit/(loss) before tax	12,916	11,242	12,916	11,242
3	Profit/(loss) for the period	12,480	11,146	12,480	11,146
4	Profit/(loss) attributable to ordinary equity holders of the parent	12,480	11,146	12,480	11,146
5	Basic earnings/(loss) per share (Subunit)	1.95	1.92	1.95	1.92
6	Proposed/Declared dividend per share (Subunit)	2.52	3.30	2.52	3.30
		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 ($$)	1.1200		1.1200

icy97

Company Name	:	AL-`AQAR HEALTHCARE REIT
Stock Name	:	ALAQAR
Date Announced	:	01/06/2012

EX-date	:	27/06/2012
Entitlement date	:	29/06/2012
Entitlement time	:	05:00:00 PM
Entitlement subject	:	Income Distribution
Entitlement description	:	First Interim Income distribution of 3.26 sen per unit for the financial year ended 31 December 2012. Withholding tax will be deducted for distribution made to the following types of unitholders :- - Tax Resident Companies (no withholding tax) - Resident and Non-Resident Individuals (withholding tax rate at 10%) - Resident Instituitional Investors (withholding tax rate at 10%) - Non-Resident Instituitional Investors (withholding tax rate at 10%) - Non-Resident Companies (withholding tax rate at 25%) - Nominees (withholding tax rates applicable to respective beneficial owners of the units)
Period of interest payment	:	to
Financial Year End	:	31/12/2012
Share transfer book & register of members will be	:	to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	:	Pro Corporate Management Services Sdn Bhd Suite 12B, Level 12, Menara Ansar, 65, Jalan Trus, 80000 Johor Bahru, Johor Tel : 07-2225044
Payment date	:	20/07/2012
a. Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	:	29/06/2012
b. Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit	:
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)	:
Entitlement indicator	:	Currency
Currency	:	Malaysian Ringgit (MYR)
Entitlement in Currency	:	0.0326

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30/06/2012

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/06/2012	30/06/2011	30/06/2012	30/06/2011
		$$'000	$$'000	$$'000	$$'000

1	Revenue	25,017	19,819	50,029	39,951
2	Profit/(loss) before tax	13,727	11,124	26,643	22,365
3	Profit/(loss) for the period	13,457	11,028	25,937	22,174
4	Profit/(loss) attributable to ordinary equity holders of the parent	13,457	11,028	25,937	22,174
5	Basic earnings/(loss) per share (Subunit)	1.93	1.90	4.05	3.82
6	Proposed/Declared dividend per share (Subunit)	3.26	0.00	3.26	3.30
		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 ($$)	1.1000		1.1200

icy97

進軍澳洲房產業 ALAQAR產託明年啟動收購

財經股市09/10/2012 21:20
（吉隆坡9日訊）ALAQAR產託（ALAQAR，5116，主要板房產）減少對柔佛醫藥（KPJ，5878，主要板貿易）旗下資產的依賴，同時放眼進軍澳洲，料能為公司帶來正面效益。

大馬投資研究預測，該公司今年內不會有任何新的收購計劃，股價揚升空間有限，故維持“守住”評級，合理價1.39令吉。

柔佛醫藥旗下3間醫院料今年竣工，該行相信，ALAQAR產託明年才會啟動收購計劃。

該行指出，除了大部分位于我國的資產，ALAQAR產託已先后進入印尼和澳洲市場，同時逐步降低對柔佛醫藥旗下醫院的依賴，並在醫療保健行業崛起的帶動下，計劃拓展其他國際市場。

澳洲的退休及老年護理中心頤康園（Jeta Garden）取得亮眼成績，當地同類型資產需求亦日增，ALAQAR產託放眼加速在當地收購安老相關資產。

在澳洲，上述資產的租金調整方式是根據市值，與我國依據方程式調整租金的方式不同，大馬投資研究認為這項擴展計劃將帶來正面效益。

從頤康園獲得的租金收入，是淨租金的3倍即8.5%。管理層有意在未來收購計劃上，採用類似的租金架構。

閉市時，ALAQAR產託收1.45令吉平盤，成交量33萬1300股。[ChinaPress]

ALAQAR健託進軍海外

熱股評析  2012-10-10 19:09
（吉隆坡10日訊）ALAQAR保健信托（ALAQAR，5116，主板產業投資信托組）為了避免過於依靠柔佛醫藥保健（KPJ，5878，主板貿服組）的醫院資產，也進軍海外市場，目前已進入印尼及澳洲市場，並計劃進軍其他海外市場。

除了注入柔佛醫藥保健興建的資產，包括在2015年完成的7間醫院，以及在18個月至2年完成的5間醫院的擴充計劃，該公司也計劃加速收購澳洲樂齡及退休院，主要是其澳洲的Jeta花園計劃獲得成功，及市場需求殷切的激勵。

截至2011年財政年，該公司負債率落在46%，接近50%的限額，預料其未來收購計劃，將以發出新單位為主，這將協助管理層將負債率，降至更容易管理的40%目標。

該公司大部份貸款（約6億5千萬令吉）將在明年2月到期，預料該公司將進行一項重新融資計劃，發行約10億令吉的伊斯蘭債券應付。

假設該公司2012年財政年的租金成長為13%，使其每股盈利成長估計為2.5%。若基於股息派發比為97%的話，周息率則為5.3%。（星洲日報／財經）

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30/09/2012

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/09/2012	30/09/2011	30/09/2012	30/09/2011
		$$'000	$$'000	$$'000	$$'000

1	Revenue	26,623	21,429	76,653	61,379
2	Profit/(loss) before tax	14,341	11,365	40,983	33,731
3	Profit/(loss) for the period	14,266	11,195	40,204	33,369
4	Profit/(loss) attributable to ordinary equity holders of the parent	14,266	11,195	40,204	33,369
5	Basic earnings/(loss) per share (Subunit)	2.05	1.93	6.10	5.75
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	5.78	3.30
		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 ($$)	1.1200		1.1200

168007

越看越流口水。。。。

前途无量

icy97

AL-`AQAR HEALTHCARE REIT

EX-date	08/02/2013
Entitlement date	14/02/2013
Entitlement time	05:00:00 PM
Entitlement subject	Income Distribution
Entitlement description	Final Income distribution of 4.54 sen per unit for the financial year ended 31 December 2012. Withholding tax will be deducted for distribution made to the following types of unitholders :- - Tax Resident Companies (no withholding tax) - Resident and Non-Resident Individuals (withholding tax rate at 10%) - Resident Instituitional Investors (withholding tax rate at 10%) - Non-Resident Instituitional Investors (withholding tax rate at 10%) - Non-Resident Companies (withholding tax rate at 25%) - Nominees (withholding tax rates applicable to respective beneficial owners of the units)
Period of interest payment	to
Financial Year End	31/12/2012
Share transfer book & register of members will be	to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	Pro Corporate Management Services Sdn Bhd Suite 12B, Level 12, Menara Ansar, 65, Jalan Trus, 80000 Johor Bahru, Johor Tel : 07-2225044
Payment date	28/02/2013
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	14/02/2013
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)
Entitlement indicator	Currency
Currency	Malaysian Ringgit (MYR)
Entitlement in Currency	0.0454

jerrykoh

icy97 发表于 23-1-2013 10:08 PM

请问楼主这篇通告是什么意思呢？可以麻烦解释一下吗？因为有一方面看不懂它的意思，小弟英文水准太烂了。。。谢谢楼主帮忙！！

jerrykoh

jerrykoh 发表于 23-1-2013 11:14 PM
请问楼主这篇通告是什么意思呢？可以麻烦解释一下吗？因为有一方面看不懂它的意思，小弟英文水准太烂了。 ...

谢谢版主的解释。

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31/12/2012

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/12/2012	31/12/2011	31/12/2012	31/12/2011
		$$'000	$$'000	$$'000	$$'000

1	Revenue	26,745	23,087	103,398	84,466
2	Profit/(loss) before tax	23,306	52,164	64,289	85,895
3	Profit/(loss) for the period	22,699	51,747	62,902	85,115
4	Profit/(loss) attributable to ordinary equity holders of the parent	22,699	51,747	62,902	85,115
5	Basic earnings/(loss) per share (Subunit)	3.30	8.09	9.40	13.31
6	Proposed/Declared dividend per share (Subunit)	0.00	5.17	5.78	5.17
		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 ($$)	1.1492		1.1239

icy97

AL-`AQAR HEALTHCARE REIT

Type	Announcement
Subject	OTHERS
Description	AL-`AQAR HEALTHCARE REIT ("AL-`AQAR") - FULL REDEMPTION OF RM300.0 MILLION SUKUK IJARAH PROGRAMME BY AL-`AQAR CAPITAL SDN BHD
On 22 February 2013, Al-`Aqar Capital Sdn Bhd has fully redeemed all the outstanding Class A Islamic Term Notes ("IMTN"), Class B IMTN, Class C IMTN and Islamic Commercial Papers totalling RM280.5 million under the RM300.0 million Sukuk Ijarah Programme (2018/2013). The redemption was made via the Short Term Revolving Credit i-Facility of RM280.5 million procured by AmanahRaya Trustee Berhad (as Trustee for Al-`Aqar) from Maybank Islamic Berhad. Al-`Aqar Capital Sdn Bhd is in the midst of undertaking a new Sukuk Ijarah Programme of up to RM1.0 billion and the first issuance under the programme is expected to be issued by the second quarter of 2013. The purpose of the new Sukuk Ijarah Programme is, amongst others, to refinance the existing financial commitments, acquisitions of future assets as well as for working capital of Al-`Aqar's group. This announcement is dated 26 February 2013.

icy97

AL-`AQAR HEALTHCARE REIT

Type	Announcement
Subject	OTHERS
Description	AL-`AQAR HEALTHCARE REIT (“AL-`AQAR”) (i) PROPOSED ESTABLISHMENT OF DISPOSAL FEE (ii) PROPOSED AMENDMENTS COLLECTIVELY REFERRED TO AS THE “PROPOSALS”
This announcement is dated 2 April 2013. On behalf of the Board of Directors of Damansara REIT Managers Sdn Berhad (“Board”), being the management company of Al-`Aqar (“DRMSB” or “Manager”), AmInvestment Bank Berhad (“AmInvestment Bank”) wishes to announce that the Board proposes to undertake the following:- (a) the establishment of a disposal fee payable to the Manager of up to 0.5% of the disposal price of the real estate and/or single purpose companies to be disposed off or sold by AmanahRaya Trustees Berhad, being the trustee of Al-`Aqar (“ART” or “Trustee”) for and on behalf of Al-`Aqar (“Proposed Establishment of Disposal Fee”); and (b)        the proposed amendment of the trust deed dated 27 June 2006 entered into between the Manager, Amanah Raya Berhad, the previous trustee of Al-`Aqar and persons registered as holders of units in Al-`Aqar, constituting Al-`Aqar (“Principal Deed”): (i) to consolidate the amendments made to the Principal Deed pursuant to the supplemental deeds dated 14 May 2009, 27 January 2011 and 9 November 2011 (“Supplementary Deeds”); (ii) to incorporate amendments in accordance with the applicable laws, regulations and guidelines governing real estate investment trusts (“REITs”); and (iii) to incorporate the relevant amendments pursuant to the Proposed Establishment of Disposal Fee, if approved; and to restate the deed in its entirety as the new deed governing Al-`Aqar with effect from the date of registration of the amended and restated deed (“Restated Deed”) with the Securities Commission of Malaysia (“SC”). collectively referred to as “Proposed Amendments”. The Proposed Establishment of Disposal Fee and the Proposed Amendments are hereinafter referred to as the “Proposals”.

Attachments Announcement_Proposal .pdf

icy97

AL-`AQAR HEALTHCARE REIT

Type	Announcement
Subject	OTHERS; OTHERS
Description	AL-`AQAR HEALTHCARE REIT (“AL-`AQAR”) PROPOSED EXTENSION OF TIME IN RELATION TO PARAGRAPH 10.03 OF THE GUIDELINES ON REAL ESTATE INVESTMENT TRUSTS ISSUED BY THE SECURITIES COMMISSION (“PROPOSED EXTENSION OF TIME”)
This announcement is dated 25 April 2013. Pursuant to paragraph 10.03 of the Guidelines on Real Estate Investment Trusts issued by the Securities Commission (“SC”) (“REIT Guidelines”), a revaluation of all real estates in a fund’s investment portfolio should be carried out once in every three (3) years. Further to the requirement above, Al-`Aqar is required to carry out the revaluation for eight (8) properties based on the following datelines: Name of Properties Dateline for revaluation a. Rumah Sakit Medika Bumi Serpong Damai 4 June 2013 b. Kluang Utama Specialist Hospital 9 June 2013 c. Rumah Sakit Medika Permata Hijau 15 June 2013 d. Kedah Medical Centre 23 November 2013 e. Kuantan Specialist Hospital 24 November 2013 f. KPJ Kajang Specialist Hospital 10 December 2013 g. Sentosa Medical Centre 15 December 2013 h. KPJ Perdana Specialist Hospital 16 December 2013 However, it is the intention of Damansara REIT Managers Sdn Berhad, the management company of Al-`Aqar (“Manager”), to carry out the revaluation of the properties at year end to coincide with Al-`Aqar’s financial year end. This would enable the Manager to monitor future revaluation dates more efficiently. Any revaluation surplus arising from the revaluation of the properties shall be incorporated into the audited financial statements of Al-`Aqar for the financial year ending 2013. Accordingly, the SC’s approval was sought for the Proposed Extension of Time on 9 April 2013. On behalf of the Board of Directors of the Manager, AmInvestment Bank Berhad(“AmInvestment Bank”), wishes to announce that the SC had vide its letter dated 23 April 2013 (received on 25 April 2013), approved the Proposed Extension of Time for the Manager to extend the revaluation deadline for its properties as stated above to 31 December 2013. The Manager will make the announcement on the revaluation in due course.

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SUMMARY OF KEY FINANCIAL INFORMATION 31/03/2013

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/03/2013	31/03/2012	31/03/2013	31/03/2012
		$$'000	$$'000	$$'000	$$'000

1	Revenue	26,867	25,012	26,867	25,012
2	Profit/(loss) before tax	13,987	12,916	13,987	12,916
3	Profit/(loss) for the period	13,987	12,480	13,987	12,480
4	Profit/(loss) attributable to ordinary equity holders of the parent	13,987	12,480	13,987	12,480
5	Basic earnings/(loss) per share (Subunit)	2.01	1.95	2.01	1.95
6	Proposed/Declared dividend per share (Subunit)	4.54	2.52	4.54	2.52
		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 ($$)	1.1250		1.1492