Highlights
KLSE: AXREIT (5106)       AXIS REITS MAIN : REITS
Last Price Today's Change   Day's Range   Trading Volume
1.86   +0.01 (0.54%)  1.84 - 1.86  1,094,300
Analyze this stock with MQ Trader system

Financials


Market Cap: 3,250 Million

Market Cap 3,250 Million
NOSH 1,747 Million

Latest Audited Result:  31-Dec-2023

Latest Audited Result: 31-Dec-2023
Announcement Date 29-Feb-2024
Next Audited Result: 31-Dec-2024
Est. Ann. Date: 28-Feb-2025
Est. Ann. Due Date: 29-Jun-2025

Latest Quarter:  31-Dec-2023 [#4]

Latest Quarter: 31-Dec-2023 [#4]
Announcement Date 23-Jan-2024
Next Quarter: 31-Mar-2024
Est. Ann. Date: 18-Apr-2024
Est. Ann. Due Date: 30-May-2024
QoQ | YoY   159.41%  |    84.76%

Annual (Unaudited) ( EPS: 12.50, P/E: 14.93 )

Revenue | NP to SH 285,992  |  217,772
RPS | P/RPS 16.37 Cent  |  11.37
EPS | P/E | EY 12.50 Cent  |  14.93  |  6.70%
DPS | DY | Payout % 8.65 Cent  |  4.65%  |  69.41%
NAPS | P/NAPS 1.62  |  1.15
YoY   14.55%
NP Margin | ROE 76.15%  |  7.71%
F.Y. | Ann. Date 31-Dec-2023  |  23-Jan-2024

T4Q Result ( EPS: 12.46, P/E: 14.93 )

Revenue | NP to SH 285,992  |  217,772
RPS | P/RPS 16.37 Cent  |  11.37
EPS | P/E | EY 12.46 Cent  |  14.93  |  6.70%
DPS | DY | Payout % 8.65 Cent  |  4.65%  |  69.23%
NAPS | P/NAPS 1.62  |  1.15
QoQ | YoY   30.25%  |    14.55%
NP Margin | ROE 76.15%  |  7.71%
F.Y. | Ann. Date 31-Dec-2023  |  23-Jan-2024

Annualized Result ( EPS: 12.50, P/E: 14.93 )

Revenue | NP to SH 285,992  |  217,772
RPS | P/RPS 16.37 Cent  |  11.37
EPS | P/E | EY 12.50 Cent  |  14.93  |  6.70%
DPS | DY | Payout % -
NAPS | P/NAPS -
QoQ | YoY   51.90%  |    14.55%
NP Margin | ROE 76.15%  |  7.71%
F.Y. | Ann. Date 31-Dec-2023  |  23-Jan-2024


Hints :
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Date Financial Result Financial Ratio Per Share Item Performance Valuation (End of Quarter) Valuation (Ann. Date)
F.Y. Ann. Date Quarter # Revenue PBT NP NP to SH Div Net Worth Div Payout % NP Margin ROE NOSH RPS Adj. RPS EPS Adj. EPS DPS Adj. DPS NAPS Adj. NAPS QoQ YoY EOQ Date EOQ Price EOQ P/RPS EOQ P/EPS EOQ P/NAPS EOQ EY EOQ DY ANN Date ANN Price ANN P/RPS ANN P/EPS ANN P/NAPS ANN EY ANN DY
31-Dec-2023 23-Jan-2024 31-Dec-2023 4 285,992 221,596 217,772 217,772 151,158 2,826,044 69.41% 76.15% 7.71% 1,747,492 16.37 16.37 12.50 12.50 8.65 8.65 1.6172 1.62   102.53%   14.55% 29-Dec-2023 1.79 10.94 14.36 1.11 6.96% 4.83% 23-Jan-2024 1.77 10.82 14.20 1.09 7.04% 4.89%
31-Dec-2023 27-Oct-2023 30-Sep-2023 3 210,437 107,525 107,525 107,525 108,815 2,742,508 101.20% 51.10% 3.92% 1,741,054 12.09 12.04 6.17 6.15 6.25 6.23 1.5752 1.57   65.36%   -17.57% 29-Sep-2023 1.84 15.22 29.79 1.17 3.36% 3.40% 1.80 14.89 29.15 1.14 3.43% 3.47%
31-Dec-2023 26-Jul-2023 30-Jun-2023 2 138,627 65,026 65,026 65,026 71,383 2,735,718 109.78% 46.91% 2.38% 1,741,054 7.96 7.93 3.73 3.72 4.10 4.08 1.5713 1.57   114.59%   -24.93% 30-Jun-2023 1.83 22.98 49.00 1.16 2.04% 2.24% 1.83 22.98 49.00 1.16 2.04% 2.24%
31-Dec-2023 18-Apr-2023 31-Mar-2023 1 70,173 30,303 30,303 30,303 35,691 2,736,588 117.78% 43.18% 1.11% 1,741,054 4.03 4.02 1.74 1.73 2.05 2.04 1.5718 1.57   -84.06%   -23.93% 31-Mar-2023 1.88 46.64 108.02 1.20 0.93% 1.09% 18-Apr-2023 1.91 47.39 109.74 1.22 0.91% 1.07%
31-Dec-2022 19-Jan-2023 31-Dec-2022 4 281,627 191,790 190,107 190,107 160,002 2,571,531 84.16% 67.50% 7.39% 1,641,054 17.16 16.12 11.61 10.88 9.75 9.16 1.5670 1.47   45.75%   -5.12% 30-Dec-2022 1.79 10.43 15.45 1.14 6.47% 5.45% 19-Jan-2023 1.88 10.95 16.23 1.20 6.16% 5.19%
31-Dec-2022 19-Oct-2022 30-Sep-2022 3 210,912 130,437 130,437 130,437 121,766 2,552,167 93.35% 61.84% 5.11% 1,641,054 12.85 12.07 7.97 7.46 7.42 6.97 1.5552 1.46   50.58%   29.94% 30-Sep-2022 1.89 14.71 23.78 1.22 4.21% 3.93% 19-Oct-2022 1.84 14.32 23.15 1.18 4.32% 4.03%
31-Dec-2022 20-Jul-2022 30-Jun-2022 2 139,205 86,623 86,623 86,623 81,560 2,550,198 94.16% 62.23% 3.40% 1,641,054 8.48 7.97 5.30 4.96 4.97 4.67 1.5540 1.46   117.44%   36.78% 30-Jun-2022 1.92 22.63 36.37 1.24 2.75% 2.59% 20-Jul-2022 1.88 22.16 35.62 1.21 2.81% 2.64%
31-Dec-2022 20-Apr-2022 31-Mar-2022 1 66,900 39,837 39,837 39,837 39,555 2,531,550 99.29% 59.55% 1.57% 1,634,524 4.09 3.83 2.44 2.28 2.42 2.26 1.5488 1.45   -80.12%   24.64% 31-Mar-2022 1.86 45.44 76.32 1.20 1.31% 1.30% 1.87 45.69 76.73 1.21 1.30% 1.29%
31-Dec-2021 20-Jan-2022 31-Dec-2021 4 242,409 204,039 200,364 200,364 155,116 2,527,301 77.42% 82.66% 7.93% 1,634,524 14.83 13.87 13.80 11.47 9.49 8.88 1.5462 1.45   99.60%   41.04% 31-Dec-2021 1.94 13.08 15.83 1.25 6.32% 4.89% 20-Jan-2022 1.84 12.41 15.01 1.19 6.66% 5.16%
31-Dec-2021 21-Oct-2021 30-Sep-2021 3 179,467 100,382 100,382 100,382 102,410 2,131,679 102.02% 55.93% 4.71% 1,446,481 12.41 10.27 6.94 5.74 7.08 5.86 1.4737 1.22   58.50%   8.18% 30-Sep-2021 1.90 15.31 27.38 1.29 3.65% 3.73% 21-Oct-2021 1.95 15.72 28.10 1.32 3.56% 3.63%
31-Dec-2021 21-Jul-2021 30-Jun-2021 2 117,858 63,332 63,332 63,332 66,972 2,129,365 105.75% 53.74% 2.97% 1,446,481 8.15 6.74 4.38 3.62 4.63 3.83 1.4721 1.22   98.15%   4.85% 30-Jun-2021 1.91 23.44 43.62 1.30 2.29% 2.42% 21-Jul-2021 1.93 23.69 44.08 1.31 2.27% 2.40%
31-Dec-2021 21-Apr-2021 31-Mar-2021 1 57,482 31,962 31,962 31,962 32,256 2,130,233 100.92% 55.60% 1.50% 1,446,481 3.97 3.29 2.21 1.83 2.23 1.85 1.4727 1.22   -77.50%   9.16% 31-Mar-2021 1.95 49.07 88.25 1.32 1.13% 1.14% 1.92 48.32 86.89 1.30 1.15% 1.16%
31-Dec-2020 20-Jan-2021 31-Dec-2020 4 224,939 142,571 142,064 142,064 126,203 2,122,967 88.84% 63.16% 6.69% 1,442,331 15.60 12.87 9.86 8.13 8.75 7.22 1.4719 1.21   53.10%   -32.10% 31-Dec-2020 2.03 13.02 20.61 1.38 4.85% 4.31% 20-Jan-2021 1.93 12.38 19.59 1.31 5.10% 4.53%
31-Dec-2020 21-Oct-2020 30-Sep-2020 3 167,425 92,793 92,793 92,793 93,751 2,137,246 101.03% 55.42% 4.34% 1,442,331 11.61 9.58 6.44 5.31 6.50 5.36 1.4818 1.22   53.63%   13.45% 30-Sep-2020 2.16 18.61 33.57 1.46 2.98% 3.01% 21-Oct-2020 2.11 18.18 32.80 1.42 3.05% 3.08%
31-Dec-2020 26-Aug-2020 30-Jun-2020 2 110,259 60,401 60,401 60,401 61,299 2,135,082 101.49% 54.78% 2.83% 1,442,331 7.64 6.31 4.20 3.46 4.25 3.51 1.4803 1.22   106.28%   8.55% 30-Jun-2020 2.06 26.95 49.19 1.39 2.03% 2.06% 26-Aug-2020 2.10 27.47 50.15 1.42 1.99% 2.02%
31-Dec-2020 20-May-2020 31-Mar-2020 1 54,771 29,281 29,281 29,281 30,288 2,103,928 103.44% 53.46% 1.39% 1,442,331 3.80 3.13 2.04 1.68 2.10 1.73 1.4587 1.20   -86.01%   10.10% 31-Mar-2020 1.83 48.19 90.14 1.25 1.11% 1.15% 1.95 51.35 96.05 1.34 1.04% 1.08%
31-Dec-2019 20-Jan-2020 31-Dec-2019 4 216,409 213,451 209,238 209,238 132,904 2,078,816 63.52% 96.69% 10.07% 1,435,250 15.08 12.38 16.61 11.97 9.26 7.61 1.4484 1.19   155.82%   35.01% 31-Dec-2019 1.77 11.74 12.14 1.22 8.24% 5.23% 20-Jan-2020 1.77 11.74 12.14 1.22 8.24% 5.23%
31-Dec-2019 21-Oct-2019 30-Sep-2019 3 161,827 81,790 81,790 81,790 87,352 1,657,219 106.80% 50.54% 4.94% 1,237,285 13.08 9.26 6.61 4.68 7.06 5.00 1.3394 0.95   47.00%   -7.05% 30-Sep-2019 1.85 14.14 27.99 1.38 3.57% 3.82% 21-Oct-2019 1.80 13.76 27.23 1.34 3.67% 3.92%
31-Dec-2019 24-Jul-2019 30-Jun-2019 2 107,963 55,641 55,641 55,641 58,276 1,660,313 104.74% 51.54% 3.35% 1,237,285 8.73 6.18 4.50 3.18 4.71 3.33 1.3419 0.95   109.22%   -4.49% 28-Jun-2019 1.75 20.06 38.91 1.30 2.57% 2.69% 24-Jul-2019 1.84 21.09 40.92 1.37 2.44% 2.56%
31-Dec-2019 29-Apr-2019 31-Mar-2019 1 53,769 26,594 26,594 26,594 29,076 1,660,313 109.33% 49.46% 1.60% 1,237,285 4.35 3.08 2.15 1.52 2.35 1.66 1.3419 0.95   -82.84%   -15.39% 29-Mar-2019 1.80 41.42 83.74 1.34 1.19% 1.31% 29-Apr-2019 1.77 40.73 82.35 1.32 1.21% 1.33%
31-Dec-2018 22-Jan-2019 31-Dec-2018 4 204,362 159,448 154,979 154,979 108,138 1,664,024 69.78% 75.84% 9.31% 1,237,285 16.52 11.69 12.57 8.87 8.74 6.19 1.3449 0.95   76.12%   26.45% 31-Dec-2018 1.56 9.44 12.45 1.16 8.03% 5.60% 22-Jan-2019 1.66 10.05 13.25 1.23 7.55% 5.27%
31-Dec-2018 23-Oct-2018 30-Sep-2018 3 144,885 88,061 87,994 87,994 77,513 1,619,277 88.09% 60.73% 5.43% 1,232,326 11.76 8.29 7.14 5.04 6.29 4.44 1.3140 0.93   51.05%   12.14% 28-Sep-2018 1.47 12.50 20.59 1.12 4.86% 4.28% 23-Oct-2018 1.51 12.84 21.15 1.15 4.73% 4.17%
31-Dec-2018 06-Aug-2018 30-Jun-2018 2 92,537 58,322 58,255 58,255 48,553 1,614,101 83.35% 62.95% 3.61% 1,232,326 7.51 5.30 4.73 3.33 3.94 2.78 1.3098 0.92   85.35%   26.88% 29-Jun-2018 1.46 19.44 30.88 1.11 3.24% 2.70% 06-Aug-2018 1.48 19.71 31.31 1.13 3.19% 2.66%
31-Dec-2018 25-Apr-2018 31-Mar-2018 1 45,087 31,430 31,430 31,430 23,907 1,611,267 76.06% 69.71% 1.95% 1,232,326 3.66 2.58 2.55 1.80 1.94 1.37 1.3075 0.92   -74.36%   38.78% 30-Mar-2018 1.29 35.26 50.58 0.99 1.98% 1.50% 25-Apr-2018 1.38 37.72 54.11 1.06 1.85% 1.41%
31-Dec-2017 23-Jan-2018 31-Dec-2017 4 168,745 122,560 122,560 122,560 101,790 1,591,180 83.05% 72.63% 7.70% 1,232,326 13.69 9.66 10.97 7.01 8.26 5.82 1.2912 0.91   56.19%   0.22% 29-Dec-2017 1.50 10.95 15.08 1.16 6.63% 5.51% 23-Jan-2018 1.40 10.22 14.08 1.08 7.10% 5.90%
31-Dec-2017 23-Oct-2017 30-Sep-2017 3 126,328 78,471 78,471 78,471 69,846 1,400,475 89.01% 62.12% 5.60% 1,105,173 11.43 7.23 7.10 4.49 6.32 4.00 1.2672 0.80   70.91%   -19.95% 29-Sep-2017 1.60 14.00 22.53 1.26 4.44% 3.95% 23-Oct-2017 1.59 13.91 22.39 1.25 4.47% 3.97%
31-Dec-2017 24-Jul-2017 30-Jun-2017 2 84,332 45,913 45,913 45,913 47,793 1,393,431 104.10% 54.44% 3.29% 1,106,337 7.62 4.83 4.15 2.63 4.32 2.73 1.2595 0.80   102.73%   -25.43% 30-Jun-2017 1.64 21.51 39.52 1.30 2.53% 2.63% 24-Jul-2017 1.64 21.51 39.52 1.30 2.53% 2.63%
31-Dec-2017 25-Apr-2017 31-Mar-2017 1 42,693 22,647 22,647 22,647 23,751 1,391,851 104.88% 53.05% 1.63% 1,104,731 3.86 2.44 2.05 1.30 2.15 1.36 1.2599 0.80   -81.48%   -9.84% 31-Mar-2017 1.65 42.70 80.49 1.31 1.24% 1.30% 25-Apr-2017 1.65 42.70 80.49 1.31 1.24% 1.30%
31-Dec-2016 18-Jan-2017 31-Dec-2016 4 167,363 122,292 122,292 122,292 90,892 1,388,730 74.32% 73.07% 8.81% 1,101,729 15.19 9.58 11.10 7.00 8.25 5.20 1.2605 0.79   24.75%   26.64% 30-Dec-2016 1.61 10.60 14.50 1.28 6.89% 5.12% 18-Jan-2017 1.65 10.86 14.86 1.31 6.73% 5.00%
31-Dec-2016 24-Oct-2016 30-Sep-2016 3 124,973 98,026 98,026 98,026 67,737 1,386,682 69.10% 78.44% 7.07% 1,101,415 11.35 7.15 8.90 5.61 6.15 3.88 1.2590 0.79   59.21%   23.13% 30-Sep-2016 1.75 15.42 19.66 1.39 5.09% 3.51% 24-Oct-2016 1.75 15.42 19.66 1.39 5.09% 3.51%
31-Dec-2016 04-Aug-2016 30-Jun-2016 2 82,991 61,570 61,570 61,570 45,078 1,370,482 73.21% 74.19% 4.49% 1,099,464 7.55 4.75 5.60 3.52 4.10 2.58 1.2465 0.78   145.10%   11.49% 30-Jun-2016 1.70 22.52 30.36 1.36 3.29% 2.41% 04-Aug-2016 1.79 23.71 31.96 1.44 3.13% 2.29%
31-Dec-2016 25-Apr-2016 31-Mar-2016 1 41,215 25,120 25,120 25,120 22,585 1,358,022 89.91% 60.95% 1.85% 1,101,754 3.74 2.36 2.28 1.44 2.05 1.29 1.2326 0.78   -73.99%   7.73% 31-Mar-2016 1.61 43.04 70.61 1.31 1.42% 1.27% 25-Apr-2016 1.60 42.77 70.18 1.30 1.43% 1.28%
31-Dec-2015 18-Jan-2016 31-Dec-2015 4 163,821 96,637 96,564 96,564 92,070 1,347,950 95.35% 58.94% 7.16% 1,096,072 14.95 9.37 8.81 5.53 8.40 5.27 1.2298 0.77   21.29%   -12.58% 31-Dec-2015 1.64 10.97 18.62 1.33 5.37% 5.12% 18-Jan-2016 1.58 10.57 17.93 1.28 5.58% 5.32%
31-Dec-2015 19-Oct-2015 30-Sep-2015 3 123,813 79,686 79,613 79,613 116,079 1,352,106 145.80% 64.30% 5.89% 1,095,089 11.31 7.09 7.27 4.56 10.60 6.64 1.2347 0.77   44.17%   -5.64% 30-Sep-2015 1.69 14.95 23.25 1.37 4.30% 6.27% 19-Oct-2015 1.69 14.95 23.25 1.37 4.30% 6.27%
31-Dec-2015 03-Aug-2015 30-Jun-2015 2 81,956 55,223 55,223 55,223 46,019 1,352,251 83.33% 67.38% 4.08% 547,847 14.96 4.69 10.08 3.16 8.40 2.63 2.4683 0.77   136.84%   24.72% 30-Jun-2015 3.45 23.06 34.23 1.40 2.92% 2.43% 03-Aug-2015 3.37 22.53 33.43 1.37 2.99% 2.49%
31-Dec-2015 20-Apr-2015 31-Mar-2015 1 40,619 23,317 23,317 23,317 22,441 1,341,603 96.24% 57.40% 1.74% 547,347 7.42 2.32 4.26 1.33 4.10 1.28 2.4511 0.77   -78.89%   4.14% 31-Mar-2015 3.53 47.57 82.86 1.44 1.21% 1.16% 20-Apr-2015 3.60 48.51 84.51 1.47 1.18% 1.14%
31-Dec-2014 19-Jan-2015 31-Dec-2014 4 138,835 110,455 110,455 110,455 92,279 1,131,883 83.54% 79.56% 9.76% 467,237 29.71 7.94 23.64 6.32 19.75 5.28 2.4225 0.65   30.91%   -0.74% 31-Dec-2014 3.62 12.18 15.31 1.49 6.53% 5.46% 19-Jan-2015 3.52 11.85 14.89 1.45 6.72% 5.61%
31-Dec-2014 20-Oct-2014 30-Sep-2014 3 103,802 84,372 84,372 84,372 72,120 1,046,998 85.48% 81.28% 8.06% 462,312 22.45 5.94 18.25 4.83 15.60 4.13 2.2647 0.60   90.56%   3.00% 30-Sep-2014 3.62 16.12 19.84 1.60 5.04% 4.31% 20-Oct-2014 3.65 16.26 20.00 1.61 5.00% 4.27%
31-Dec-2014 04-Aug-2014 30-Jun-2014 2 70,681 44,276 44,276 44,276 48,888 1,029,094 110.42% 62.64% 4.30% 461,208 15.33 4.04 9.60 2.53 10.60 2.80 2.2313 0.59   97.74%   -2.15% 30-Jun-2014 3.31 21.60 34.48 1.48 2.90% 3.20% 04-Aug-2014 3.40 22.19 35.42 1.52 2.82% 3.12%
31-Dec-2014 21-Apr-2014 31-Mar-2014 1 35,596 22,391 22,391 22,391 24,468 1,030,309 109.28% 62.90% 2.17% 461,670 7.71 2.04 4.85 1.28 5.30 1.40 2.2317 0.59   -79.88%   7.26% 31-Mar-2014 3.38 43.84 69.69 1.51 1.43% 1.57% 21-Apr-2014 3.34 43.32 68.87 1.50 1.45% 1.59%

PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.


NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.

Div Payout %, NP Margin, ROE, DY, QoQ Δ & YoY Δ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.

All figures in '000 unless specified.


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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 @speakup good choice for alaqar and sunreit...
02/01/2023 11:30 PM
trade74 KWAP buying...dont sell low
06/01/2023 3:17 PM
trade74 Another strong quarter coming up!!!
16/01/2023 2:34 PM
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
Brutus Hoping to get IDRP as well.
16/01/2023 8:48 PM
trade74 @Brutus yes... hopefully it will be this time around...
16/01/2023 8:49 PM
trade74 jeng jeng jeng...QR today!!!
19/01/2023 9:52 AM
Brutus Nice QR. Hopefully FY23Q1 will have IDRP similar to FY22.
19/01/2023 8:47 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
Pinky Disappointing?
19/01/2023 10:08 PM
Pinky @pang72 15 Dec already announced RM0.0209, payment date is tomorrow
19/01/2023 10:10 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
pang72 Speak up gives the best advise! I agreed
21/01/2023 8:12 PM
paperplane best hospital reit=sunreit with sunway medical, 1 enough beat all, hehe
31/01/2023 12:46 AM
speakup fyi sunreit will be disposing of sunway medical to sunway berhad
31/01/2023 9:46 AM
speakup https://www.theedgemarkets.com/node/649958
31/01/2023 9:47 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
PassionateInvestor Hmm..not great results from Axis this time. Suppose the private placement has impacted it.
18/04/2023 7:36 PM
zen_2k non-stop PP, but PP proceeds utilised to grow company doesnt seem to prove that earnings can go higher, although there is said to be impacted by 3 properties - 2 undergoing upgrade, 1 lease contract looking for new lessee - and some provision for bad debt... regardless, I grow sceptical... anyone can bounce off ideas?
25/04/2023 3:41 AM
speakup u prefer Axreit do PP or Rights Issue?
25/04/2023 7:36 AM
Brutus @speakup, as unitholders of course I prefer Rights Issue. However from AXREIT view point, PP is easier to execute and in my opinion much faster.
25/04/2023 10:34 AM
GS provision of RM7.31 million in impairment !!

Axis REIT provides RM7m impairment as tenant Yongnam defaults on rental
https://www.theedgemarkets.com/node/666028
08/05/2023 8:46 PM
speakup Wow
Besok limit down?
08/05/2023 9:51 PM
speakup 7m impairment out of avg 35mil profit per Q. That's 20% impairment and yet no limit down????? So bad news leh
09/05/2023 1:00 PM
moven00 Market is slowly and finally getting to it sense. More down down down for Axreit. Their super exposure on single customer exposure is finally hitting them very hard. If you like Logistics REIT I think Mapletree is a much better ones as it doesn’t have high single customer exposure.
10/05/2023 5:43 PM
speakup That's why I prefer Sunreit, which has 20+ properties over a diverse spectrum of industries.
10/05/2023 6:36 PM
Brutus Nice drop, added more position today.
16/05/2023 5:52 PM
moven00 Mr Market very kind to let retailers sell and now finally the reality. Drop kaw2 first before we can collect back.
17/05/2023 9:19 AM
i3kyan what were those resignation and appointment lately?
02/06/2023 10:13 AM
Siow Looi It has become family business
04/07/2023 5:19 PM
Pinky Bye bye glory days of Axis
26/07/2023 6:18 PM
Stanley7959 Just some random thoughts after reading about National Energy Transition Roadmap (NETR)


Idea:
Axis renting out rooftop / installing solar panel to sell green energy


For instance: Axis Shah Alam Distribution Centre 2 (SADC2)
“145,314 square feet of rooftop area from Axis Shah Alam DC2 is tenanted by two tenants that have mounted solar electric generating systems.”


Based on some rough calculation from ChatGPT with data from year 2021
Assuming 140,000 square feet of solar panel installed (we assume not the entire 145,314 square feet are being installed with Solar Panel)

Energy Production per year: 4,139,100 kWh/year
Energy Price Worth in MYR: MYR 902,121.8/year

Since Axis total lettable area is 12,726,260 square feet
Assuming 10% of lettable area can be installed with Solar Panel

Energy Production per year: 35,478,000 kWh/year
Energy Price Worth in MYR: MYR 7,734,204/year.

Reference:
https://chat.openai.com/share/3037df72-c1bd-4442-b50a-315b86abddc6

Challenges:
1. Existing tenants have the rights of the rooftop they are renting ?
2. Large scale CAPEX required for installation of Solar Panel ?
3. NETR does not go as planned ?

I don’t really have any solid data to support this idea, but it is on my mind for quite some time and personally I think it is a good opportunity for Axis.
30/08/2023 2:41 PM
Nepo Axis Real Estate Investment Trust (Axis REIT) has obtained a judgement in default against its former tenant at Axis Steel Centre @ SiLC in Nusajaya, Johor, over a default on rental payments and unexpired future rental payments amounting to RM110 million. Axis REIT said the judgement was served to Yongnam Engineering Sdn Bhd (YESB) and its corporate guarantor which is listed on the Singapore Exchange, Yongnam Holdings Ltd, as both parties did not enter their appearance in the lawsuit
21/10/2023 6:43 PM
Nepo It added that the current rental is RM250,000 per month where the rental rate shall increase by 8% for the period between March 1, 2026 to Feb 28, 2029.

The purchase price was based on the market value of RM48mil, as appraised by independent registered valuer, First Pacific Valuers Property Consultants Sdn Bhd, in its valuation report dated Aug 23, 20230.

Axis-REIT said the acquisition will be funded by existing bank financing, which will increase Axis-REIT’s financing ratio to 37.04% of the audited total assets as at Dec 31, 2022, which is still below the gearing limit of 50%, as prescribed by the guidelines on Listed Real Estate Investment Trusts issued by the Securities Commission
26/10/2023 5:20 AM
newbie2y guys, remember to subscribe to the DRIP if possible!😎
28/10/2023 8:19 AM
Brutus Solid good QR despite Yongnam and Bukit Kemuning properties being vacant. Recently completed/acquired properties almost made up the difference. When these 2 are tenanted, the distribution income will be way higher!
IDIP is most welcome, just wished that the electable portion can be higher.
28/10/2023 9:36 AM
Nepo https://property.enanyang.my/%e8%b6%8b%e5%8a%bf/%e5%bb%ba%e5%a4%9a%e5%b1%82%e4%bb%93%e5%ba%93%e5%ba%94%e5%af%b9%e5%9c%b0%e5%b0%91%e5%9c%b0%e8%b4%b5/
29/10/2023 12:47 PM
i3kyan i3 changed the format of showing dividend? previously I can see the tax percentage of dividend, now I cant find where is it..?
06/11/2023 5:15 PM
newbie2y @i3kyan, yep, cannot find in i3...can found in bursa announcement though-
https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3396007
06/11/2023 8:00 PM
i3kyan what is the price for latest IDRP?
27/11/2023 6:02 PM
Brutus @i3kyan
It is priced at RM 1.70/unit for this round of IDRP.
27/11/2023 9:29 PM
i3kyan may i know where can i check the details of IDRP? i cant find anywhere google.. :(
21/12/2023 12:12 PM
Brutus i3kyan, why check google? Check on official BURSA announcement.

https://www.bursamalaysia.com/market_information/announcements/company_announcement/announcement_details?ann_id=3395859&corporate_action=1
21/12/2023 12:29 PM
i3kyan @Brutus, thanks so much
21/12/2023 4:49 PM
bilisinvestor I think the coming qr will not be so good
18/01/2024 12:38 AM
GreatDreamer 4q23 result better than expected. Div 2.4sen. 2023 rent reversion 5.9%. Trouble Axis Steel Centre@ SiLC found tenant.

Likely qtr div 2.4sen is sustainable in 2024.

Strong emphasis on Green factory make Axis stand out n continue attract tenant.
24/01/2024 1:53 PM
weesiong91 silc i think not easy to get a new tenant
24/02/2024 11:57 PM