【AMFIRST 5120 交流专区】大马第一产托

Weida

大马第一产托派息3.7仙
财经新闻 财经  2014-05-13 12:23
http://www.nanyang.com/node/620627?tid=462

（吉隆坡12日讯）受惠于马六甲Jaya99盈利贡献增加，加上产业支出减少，大马第一产托（AMFIRST，5120，主板产业信托股）末季净利按年增41.6%，并宣布派发每单位3.7仙股息。

根据文告，大马第一产托截至3月杪财年末季，净利报2504万4000令吉，相等于每股盈利3.65仙。

末季营业额报2831万3000令吉，微跌1.1%至2862万9000令吉。

合计全年，公司录得6306万8000令吉净利，按年增21.76%；营业额则报1亿1279万3000令吉，按年增2.7%。全年每股盈利是9.19仙。

SUMMARY OF KEY FINANCIAL INFORMATION 31/03/2014

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/03/2014	31/03/2013	31/03/2014	31/03/2013
		$$'000	$$'000	$$'000	$$'000

1	Revenue	28,313	28,629	112,793	109,784
2	Profit/(loss) before tax	25,044	17,686	63,068	51,797
3	Profit/(loss) for the period	25,044	17,686	63,068	51,797
4	Profit/(loss) attributable to ordinary equity holders of the parent	25,044	17,686	63,068	51,797
5	Basic earnings/(loss) per share (Subunit)	3.65	2.58	9.19	8.69
6	Proposed/Declared dividend per share (Subunit)	3.70	3.65	7.35	6.81
		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 ($$)	1.2381		1.2193

icy97

EX-date	26/05/2014
Entitlement date	28/05/2014
Entitlement time	05:00:00 PM
Entitlement subject	Income Distribution
Entitlement description	Final income distribution of 3.70 sen per unit (of which 3.69 sen per unit is taxable and 0.01 sen per unit is tax exempt) in respect of six-month financial period ended 31 March 2014.
Period of interest payment	01/10/2013 to 31/03/2014
Financial Year End	31/03/2014
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	Symphony Share Registrars Sdn Bhd Level 6, Symphony House Block D13, Pusat Dagangan Dana 1 Jalan PJU 1A/46 47301 Petaling Jaya Selangor Telephone No.: 03 - 7841 8000 Facsimile No.: 03 - 7841 8008
Payment date	12/06/2014
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	28/05/2014
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	0.037

icy97

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) COMBINATION OF TRANSACTIONS
Description	Revaluation of investment properties pursuant to Clause 10.03 of Securities Commission Malaysia's Guidelines on Real Estate Investment Trust ("SC REIT Guidelines") and Malaysian Financial Reporting Standard 140.
The Board of Directors of Am ARA REIT Managers Sdn Bhd, the Manager of AmFIRST Real Estate Investment Trust wishes to announce that a revaluation exercise has been carried out on a list of properties, details of which are contained in the attachment. This announcement is dated 12 May 2014. http://www.bursamalaysia.com/market/listed-companies/company-announcements/1620661

Attachments Revaluation FYE 2013-14.pdf

investfuture

USJ summit要翻新，成功的機率大嗎？ 詳情請看：

http://www.malaysiareit.com/2014/05/usj-summit.html

investfuture

amfirst 年報出爐,分析amfirst 2014年報

http://www.malaysiareit.com/2014/06/amfirst-2014.html

icy97

大马第一房產信託　洽商2.5亿收购交易

财经 2014年6月23日
（吉隆坡23日讯）大马第一房產信託（AMFIRST，5120，主板房產信託股）正在协商两项总值约2亿令吉至2亿5000万令吉的收购交易，不过，目前仍处于初步阶段。       

大马第一房產信託投资主管帕尼尔萧文（Panner Selvam）在第2届股东大会后的记者会上表示，目前正在对多项潜在收购建议，进行精密审核，主要是瞄准高利润的產业，除了巴生谷地区，该公司也不会排除將在其他州属等地置业。

当中有两项收购建议，已符合该公司的基准要求，目前处於初步协商阶段，收购价值约2亿令吉至2亿5000万令吉。

此外，大马第一房產信託首席执行员祖海利（Zuhairy）指出，该公司目前的负债率为32.7%，还可以进行大约4亿令吉的收购活动。

帕尼尔萧文透露，该公司主要物色商业中心、办公楼及综合发展建筑，而该些资產须符合公司基准要求，当中，收益率是该公司首要关注的元素，其他还有建筑素质等。他指出，该公司订下的收益率基准为6.1%。目前该公司共有9项资產，总值13亿1410万令吉。

资產增值拼竞爭力

展望產业信託前景，祖海利表示，房產信託领域整体的租用率从87%，下跌至85%，但是，该公司在2014財政年的资產租用率则达到88%。另外，该公司也通过资產增值措施（AEI），进一步提升资產的竞爭力，以吸引优质租户及正面的租金调升活动，冀望可维持其租用率的成长。

祖海利指出，虽然汽油及电费上涨，进一步提升成本，但大马第一房產信託並不轻易將成本转嫁至租客，而目前该公司正与现有租客，针对这额外的成本进行协商。

此外，祖海利说，虽然，过去的平均租金调升为3至5%，不过，目前若是该公司没有进行资產增值措施，要取得3至5%的租金调涨水平並不容易。

此外，祖海利披露，在资產增值措施下，旗下建筑资產將会逐步展开维修工程，如高峰广场（Summit USJ）。

因此，將导致租客需要迁移到商场其他地点营业，但是不会直接影响营运。

配售20%基金单位

除此之外，该公司建议配售20%的基金单位，將基金规模从6亿8640万单位，扩大至8亿2368万单位的建议，已在股东大会上获股东批准。【东方网财经】

icy97

交易價20億‧傳李嘉誠售大馬5商場

2014-07-26 09:44      
（吉隆坡25日訊）香港首富李嘉誠旗下長江集團所擁有的ARA亞洲金龍基金（ADFI）傳言已委任一家產業代理為旗下5間大馬購物商場尋找買家，交易價將超過20億令吉。

《The Edge》財經周報報道，ADFI擁有巴生河流域的滿家樂第一（1MK）、巴生百利廣場（Klang Parade）和Citta Mall，怡保百利廣場（Ipoh Parade）和馬六甲永旺Aeon廣場。

該基金是在2010至2012年間收購上述廣場，估計耗資13億令吉，總共面積270萬平方尺，在去年進行翻修工程，涉及逾2億令吉。

ADFI首席執行員黃平東（譯音）未對詢問作出回應，他之前曾表示，若出售這5項資產，將要求至少20%內部回酬率。

根據消息表示，該基金上個月要求產業代理尋找買家出價投標，並希望將這5項資產售給同一位買家，以及在明年完成脫售行動。

ADFI是由ARA資產管理所擁有，后者為香港首富李嘉誠的長江集團的附屬公司，是在新加坡上市的首個房地產基金。

ARA資產管理目前和大馬銀行集團聯手設立的大馬第一信托（AMFIRST,5120,主板產業投資信托組），是否會收購這5項資產？消息指出，大馬第一信托不會進行投標。（星洲日報／財經）

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30/06/2014

		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

investfuture

amfirst (5120) quarter report 30/6/2014, summit usj 翻新工程開始了，收益減少了,而amfirst還有意思舉債收購產業，進來看看amfirst進展分析。

http://www.malaysiareit.com/2014 ... report-3062014.html

SurveyPlayer

investfuture 发表于 4-9-2014 08:48 AM
amfirst (5120) quarter report 30/6/2014, summit usj 翻新工程開始了，收益減少了,而amfirst還有意思舉債 ...

好事or坏事？

jetchew

快要派息了吗？？

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30/09/2014

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/09/2014	30/09/2013	30/09/2014	30/09/2013
		$$'000	$$'000	$$'000	$$'000

1	Revenue	26,903	27,805	54,392	56,250
2	Profit/(loss) before tax	10,654	12,268	21,271	25,351
3	Profit/(loss) for the period	10,654	12,268	21,271	25,351
4	Profit/(loss) attributable to ordinary equity holders of the parent	10,654	12,268	21,271	25,351
5	Basic earnings/(loss) per share (Subunit)	1.55	1.79	3.10	3.69
6	Proposed/Declared dividend per share (Subunit)	3.09	3.65	3.09	3.65
		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 ($$)	1.2321		1.2381

icy97

EX-date	04/12/2014
Entitlement date	08/12/2014
Entitlement time	05:00:00 PM
Entitlement subject	Income Distribution
Entitlement description	Interim income distribution of 3.09 sen per unit (subject to withholding tax) in respect of the six-month financial period ended 30 September 2014.
Period of interest payment	01/04/2014 to 30/09/2014
Financial Year End	31/03/2015
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	Symphony Share Registrars Sdn Bhd Level 6, Symphony House Block D13, Pusat Dagangan Dana 1 Jalan PJU 1A/46 47301 Petaling Jaya Selangor Telephone No.: 03-7841 8000 Facsimile No.: 03-7841 8008
Payment date	23/12/2014
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	08/12/2014
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	0.0309

jetchew

3.09 ..so less..

icy97

黄锦春任大马第一产托CEO

财经新闻 财经  2015-01-10 03:37
（吉隆坡9日讯）大马第一产托（AMFIRST，5120，主板产业信托股）宣布，委任黄锦春（译音）为新任总执行长兼董事。

现年55岁的黄锦春，在房产领域有丰富经验，曾担任国浩置地（GUOCO，1503，主板产业股）及多家公司的项目发展总经理。

2010年10月至去年10月期间，他也曾在合成置地（Hap Seng Land）担任高级总经理，负责房产管理和营销部门。【南洋网财经】

Date of change	08/01/2015
Name	Wong Khim Chon
Age	55
Nationality	Malaysian
Type of change	Appointment
Designation	Director & Chief Exec. Officer
Directorate	Executive
Qualifications	1. Master of Business Administration 2. Bachelor of Civil Engineering
Working experience and occupation	May 1984 - May 1997 General Manager, Guocoland Berhad (involved in Project Management & Construction). May 1997 - September 1998 General Manager of Taraf Wijaya Sdn Bhd (involved in Project Management). September 1998 - April 2002 General Manager of Manifold Alliance Sdn Bhd (involved in Project Management). April 2002 - August 2008 Senior Vice President, Property Department of Great Eastern Life Assurance (M) Sdn Bhd (involved in Property Development and Investment, Marketing and Tenancy and Facilities Management of the company's Investment Property). August 2008 - October 2010 Senior General Manager, Group Property Management of IGB Corporation Berhad (in charge of Group's Property Management Division). October 2010 - October 2014 Senior General Manager, Property of Hap Seng Land Sdn Bhd (in charge of Group's Property Management and Sales & Marketing Department).

Date of change	08/01/2015
Name	Zuhairy bin Md Isa
Age	45
Nationality	Malaysian
Designation	Executive Director
Directorate	Executive
Type of change	Resignation
Reason	Redesignated as Deputy Chief Executive Officer (Non-Board Member) [Please see remarks].

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31/12/2014

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/12/2014	31/12/2013	31/12/2014	31/12/2013
		$$'000	$$'000	$$'000	$$'000

1	Revenue	26,811	28,230	81,203	84,480
2	Profit/(loss) before tax	9,067	12,673	30,337	38,025
3	Profit/(loss) for the period	9,067	12,673	30,337	38,025
4	Profit/(loss) attributable to ordinary equity holders of the parent	9,067	12,673	30,337	38,025
5	Basic earnings/(loss) per share (Subunit)	1.32	1.85	4.42	5.54
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	3.09	3.65
		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 ($$)	1.2161		1.2381

icy97

Type	Announcement
Subject	OTHERS
Description	AmFIRST REAL ESTATE INVESTMENT TRUST (“AmFIRST REIT”) CLARIFICATION ON ARTICLE IN THE EDGE FINANCIAL DAILY DATED 14 APRIL 2015 ENTITLED “AmFIRST TO ACQUIRE MYDIN STORE IN PENANG”
Reference is made to the article entitled “AmFIRST to acquire Mydin store in Penang” which appeared in The Edge Financial Daily dated 14 April 2015 on page 4 of the Home Business section. Am ARA REIT Managers Sdn Bhd, the Manager of AmFIRST REIT wishes to clarify that it is in the midst of finalising the terms and conditions of the proposed acquisition with the vendor. Appropriate announcement to Bursa Malaysia will be made in accordance with the Listing Requirements, as and when required. This announcement is dated 14 April 2015.

大马第一产托购槟Mydin商场 资产15.7亿

财经新闻 财经  2015-04-15 10:28
（吉隆坡14日讯）大马第一产托（AMFIRST，5120，主板产托股）首次在北马投资，收购位于槟城大山脚的Mydin霸级商场。

针对有关收购计划，大马第一产托今天向媒体发出邀请函，明日举办记者会宣布更多详情。

今早，有媒体引述消息人士报道，指该公司将以约2亿5000万令吉，购入零售资产，而该资产由零售商Mydin Mohamed控股所持有。

消息人士表示，大马第一产托以平衡商业资产组合为出发点，进行这这项献购，该产托的资产向来以办公室为主。

报道指出，若这项献购落实，将提高大马第一产托管理的资产价值，从截至去年12月31日的13亿2000万令吉，增至15亿7000万令吉。
回酬6.5%

据悉，上述收购协议为“销售并租回”（sale and lease back），意味着Mydin将会与新业主签下超过20年租赁合约，届时，Mydin除了营运超级市场外，亦会管理该商场。

一般上，零售资产所给予的回酬率介于5.5%至6.5%，而这项新资产所提供的回酬率，预计也处于这个范围。

消息人士表示，大马第一产托将通过借贷完成这项献购。

截至去年12月31日，该产托背负的贷款为4亿9100万令吉，负债率为36.2%。

目前，该产托持有的资产多为办公大楼，包括大马银行集团（Ambank Group）大楼、位于赛城的Prima10，以及吉隆坡Ambank Group Leadership中心等。

闭市时，大马第一产托报94仙，平盘挂收，成交量有28万8200股。【南洋网财经】

icy97

大马第一信托斥2.5亿 购槟城Mydin霸级商场

二零一五年四月十九日 晚上七时二十分
（吉隆坡19日讯）大马第一信托（AMFIRST，5120，实业投资信托）的经理大马ARA产业信托经理私人有限公司宣布，计划收购位于槟城的Mydin霸级商场，总值达2亿5000万令吉。

当上述建议中的收购在今年7月底完成后，该项产业将会令到大马第一信托所管理的资产总值，由截至2014年12月31日止的13亿2000万令吉增加19.9％至15亿7000万令吉。

大马第一信托首席执行员黄金春（译音）在公布上述消息后告诉传媒：“拟议中的收购主要是配合我们的增长策略，就是收购优质资产扩大所管理的资产规模。”

他说：“这项交易将会提升我们的净产业收入，以及在按年基础上，每单位派发的红利料将增加0.34仙。”

黄氏称，该幢3层高的霸级商场，将公司在零售业的多元化投资资产组合从目前的21.5％增加至34.2％。

当询及其理想的多元化投资资产组合时，他指出：“目前我们没有明确固定一个数字。然而，我们将重点放在一些可以提供长期增长的资产。”

他表示：“一些优质资产可以是零售店铺或办公大楼，如果它们能够为我们的投资组合增加价值，那么我们将会作出收购。”

大马第一信托的资产负债比率也将从前期的32.65％扩大至42.8％。

“展望未来，一旦我们收购上述产业，我们实际上将负债水平推升至几乎触及50％的上限。”

有见及此，该产业信托基金将会寻求途径去降低负债水平，以便日后拥有足够空间进行未来扩充用途。

其中一项措施就是发售附加单位，或是私下配售新单位。

黄氏透露，上述资本重组计划可能会在明年进行。【光华日报财经】

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) NON RELATED PARTY TRANSACTIONS
Description	AmFIRST REAL ESTATE INVESTMENT TRUST (“AmFIRST REIT”) PROPOSED ACQUISITION BY AmFIRST REIT OF ALL THOSE SIX (6) PIECES OF LAND HELD UNDER GM 136, GRN 1929, GM 929, GM 338, GM 342 AND HSM 1158, LOT NOS. 850, 1186, 1511, 1611, 1619 AND 3424 RESPECTIVELY, IN THE MUKIM 06, DISTRICT OF SEBERANG PERAI TENGAH, STATE OF PULAU PINANG (“LANDS”) TOGETHER WITH A THREE (3) STOREY HYPERMALL BUILDING, EACH FLOOR WITH A MEZZANINE LEVEL TOGETHER WITH 1,242 CAR PARK BAYS AND 1,236 MOTORCYCLE BAYS IDENTIFIED AS MYDIN HYPERMALL WHICH IS CURRENTLY BEING BUILT ON THE AFORESAID LANDS FOR A CASH CONSIDERATION OF RM250,000,000.00 FROM MYDIN WHOLESALE CASH AND CARRY SDN BHD (COMPANY NO. 275715-K) (“PROPOSED ACQUISITION”).

http://www.bursamalaysia.com/market/listed-companies/company-announcements/1934573

Attachments Mydin Hypermall - Announcement to Bursa.pdf

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 31 Mar 2015

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31 Mar 2015	31 Mar 2014	31 Mar 2015	31 Mar 2014
		$$'000	$$'000	$$'000	$$'000

1	Revenue	26,049	28,313	106,889	112,793
2	Profit/(loss) before tax	8,001	25,045	38,340	63,068
3	Profit/(loss) for the period	8,001	25,045	38,340	63,068
4	Profit/(loss) attributable to ordinary equity holders of the parent	8,001	25,045	38,340	63,068
5	Basic earnings/(loss) per share (Subunit)	1.17	3.65	5.59	9.19
6	Proposed/Declared dividend per share (Subunit)	2.44	3.70	5.53	7.35
		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 ($$)	1.2261		1.2381

icy97

Type	Announcement
Subject	OTHERS
Description	Revaluation of investment properties pursuant to Clause 10.03 of Securities Commission Malaysia's Guidelines on Real Estate Investment Trusts and Malaysian Financial Reporting Standard 140.
The Board of Directors of Am ARA REIT Managers Sdn Bhd, the Manager of AmFIRST Real Estate Investment Trust ("AmFIRST REIT") wishes to announce that a revaluation exercise has been carried out on AmFIRST REIT's investment properties, details are as set out in the attachment. The announcement is dated 28 May 2015.

http://www.bursamalaysia.com/market/listed-companies/company-announcements/4756537

Attachments Revaluation FY 2015.pdf