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Overview
Financial Highlight
HeadlinesBusiness Background Axis Real Estate Investment Trust owns and invests in commercial, office and industrial real estate in Malaysia. The trust derives its income from leases and long-term capital growth. The company's portfolio consists of commercial offices, office and industrial buildings, warehouse and logistic centres, manufacturing facilities, and supermarkets. Warehouse and logistic centres account for approximately half the total net lettable area, followed by office and industrial buildings and manufacturing facilities. By geography, the properties are mainly located in Petaling Jaya, Johor, Shah Alam, and Penang. The office buildings are mainly close to public transportation and amenities.
 Be the first to like this.   Nepo https://www.theedgemarkets.com/article/epf-says-recorded-first-negative-net-contribution-20-years 08/10/2022 6:39 AM Nepo Now i know why Epf is continuing selling stocks in the market because of lacking of fund 08/10/2022 6:40 AM DividendGuy67 Whilst AXREIT is HLInvest top pick (and it's a well managed REIT), bear in mind 3 risks: 1. Its gearing ratio is rising rapidly, due to large acquisitions this year - whilst necessary to grow future revenue, it comes with higher risks. 2. With so many properties at 100% occupancy, future growth is limited, and more downside risks than upside risk. 3. With current price at 1.86 being higher than NAV of 1.55, this is +20% premium to Net Asset Value to reflect future growth prospects. If the future disappoints then, price falls. AXREIT is 2% of my portfolio, but I don't think I want to add to it yet until price falls near its NAV but unlikely to happen unless there is some crisis/huge disappointment. 09/10/2022 2:39 PM  Pinky 1. You don't invest in a REIT looking at its NAV - what you want from your investment is dividend income, coming from its rental income. You don't invest in REIT with anticipation for it to realise its property investment by selling them off. 2. High/100% occupancy = little room for growth? So, what you want? A REIT with low occupancy across its properties? You made me laugh. 10/10/2022 8:14 AM DividendGuy67 Pinky, no need to be defensive ... welcome others to point out the Risks, because without Risks, there is no reward. 1. To me, you don't invest in REIT completely ignoring its NAV too. I too look at Definitely Dividend income as higher priority. 2. I don't see how you will get more than 100% occupancy. Sometimes, depending on price, yes, less than 100% occupancy. It's all about future price gains and future drivers to price growth. I'm happy to hear you have a good laugh! 19/10/2022 9:17 PM Brutus Another solid QR from AXREIT! Wonderful! Patiently waiting for its income distribution to come on end Nov. 20/10/2022 8:02 AM Damien0111 Axis Real Estate Investment Trust (Axis-REIT) proposes to undertake a placement of its shares to raise an estimated RM178mil for the repayment of bank financing. In a filing with Bursa Malaysia, the company said the proposed placement entailed the issuance of up to 100,000,000 placement units, representing up to 6.09% of 1.64 billion units issued as at Nov 3, 2022. 15/11/2022 3:25 PM Damien0111 As at Sept 30, it said the financing ratio of Axis-REIT stood at 35.77%, and the proposed placement would involve the issuance of new units, which would increase the number of units in circulation and improve the trading liquidity of the shares. Looking forward, the company said it would continuously review Axis-REIT’s property portfolio, leveraging on its industry insights to re-assess and re-evaluate the portfolio to ensure it remains well-positioned to meet the future needs of tenants and the broader market. 15/11/2022 3:25 PM Brutus @Pinky, best thing is today at the odd lots I also added to make my DRP shares to the nearest 100 and the seller only asked for RM 1.81 only. 15/11/2022 5:58 PM Brutus @Pinky, could not agree with you more! One of the better managed REIT in BURSA and their income distribution is like clock work! 15/11/2022 7:25 PM StreetAnalyst My previous posts for AXREIT was removed due to unknown reason. I guess some group of ppl here are attacking my account... 02/12/2022 4:25 PM Brutus Awesome, another Income Distribution just in time for CNY! Thank you AXIS REIT Management for the ang pow! 15/12/2022 8:18 PM Brutus @Nepo, last round of IDRP was offered to unitholders @ 1.760, not too far off from EPF's private placement @ 1.750. 19/12/2022 8:47 PM PassionateInvestor Sometimes I wonder what the management is doing. Last year's private placement was 1.78, now fast forward one year it's 1.75. If even the management thinks that the fair value ought to be lower this year than last year, what do they expect from investors.... 23/12/2022 1:13 PM b3uni9 Of the 2.09 sen distribution, 1.75 sen is taxable and 0.34 sen non-taxable, according to the group's bourse filing. May i know we get in the end? 28/12/2022 9:33 AM Pinky This is a good guide/read: https://www.thesundaily.my/business/how-are-individual-reit-holders-taxed-DL8085410 28/12/2022 9:48 AM  speakup Axis REIT is good. it was the 1st REIT speakup invested in, but sold already long time ago Now speakup prefer Alaqar & Sunreit 28/12/2022 10:11 AM trade74 https://www.freemalaysiatoday.com/category/nation/2023/01/13/epf-in-rm500-million-sale-of-international-schools-says-report/ 16/01/2023 8:46 PM trade74 Potential assets acquisition by axreit... PP... epf liquidating the education riet.... any thoughts? 16/01/2023 8:48 PM pang72 No idrp but dividend 0.24c, ada salah kah? Final Income Distribution of 0.24 sen per unit which is wholly subject to tax in respect of the period from 23 December 2022 to 31 December 2022 ("2022 Final Income Distribution"). 19/01/2023 9:10 PM pang72 Pinky, Dec dividend is OK. How about the recent announce dividend 0.24c, anything wrong? I thought is 2.4c? Final Income Distribution of 0.24 sen per unit which is wholly subject to tax in respect of the period from 23 December 2022 to 31 December 2022 ("2022 Final Income Distribution"). Kindly be advised of the following : 1) The above Company's securities will be traded and quoted "Ex - Income” as from: 08 Feb 2023 2) The last date of lodgment : 09 Feb 2023 3) Date Payable : 28 Feb 2023 20/01/2023 5:10 PM speakup best mall reit: igbreit best office reit: ouareit best industrial reit: axreit best hospital reit: alaqar best diversified reit: sunreit buy only the best, forget the rest! 21/01/2023 2:18 PM  paperplane best hospital reit=sunreit with sunway medical, 1 enough beat all, hehe 31/01/2023 12:46 AM Brutus Just noticed the below: EMPLOYEES PROVIDENT FUND BOARD (a substantial shareholder) disposed 706,500 shares on 26-Jan-2023. On 26-Jan-2023, the total day's volume for AXREIT was only 897,300. Meaning non EPF account, the free market volume was only 190,800 shares. 01/02/2023 8:41 AM | |
