Highlights
KLSE: AXREIT (5106)       AXIS REITS MAIN : REITS
Last Price Today's Change   Day's Range   Trading Volume
1.85   0.00 (0.00%)  1.84 - 1.86  214,000
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Financials


Market Cap: 3,233 Million

Market Cap 3,233 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: 14.85 )

Revenue | NP to SH 285,992  |  217,772
RPS | P/RPS 16.37 Cent  |  11.30
EPS | P/E | EY 12.50 Cent  |  14.85  |  6.74%
DPS | DY | Payout % 8.65 Cent  |  4.68%  |  69.41%
NAPS | P/NAPS 1.62  |  1.14
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: 14.85 )

Revenue | NP to SH 285,992  |  217,772
RPS | P/RPS 16.37 Cent  |  11.30
EPS | P/E | EY 12.46 Cent  |  14.85  |  6.74%
DPS | DY | Payout % 8.65 Cent  |  4.68%  |  69.23%
NAPS | P/NAPS 1.62  |  1.14
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: 14.85 )

Revenue | NP to SH 285,992  |  217,772
RPS | P/RPS 16.37 Cent  |  11.30
EPS | P/E | EY 12.50 Cent  |  14.85  |  6.74%
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 4 285,992 221,596 217,772 217,772 150,755 2,826,044 69.23% 76.15% 7.71% 1,747,492 16.37 16.37 12.46 12.46 8.65 8.65 1.6172 1.62   30.25%   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 3 281,152 168,878 167,195 167,195 147,052 2,742,508 87.95% 59.47% 6.10% 1,741,054 16.15 16.09 9.60 9.57 8.45 8.42 1.5752 1.57   -0.78%   -27.44% 29-Sep-2023 1.84 11.39 19.16 1.17 5.22% 4.59% 27-Oct-2023 1.80 11.15 18.74 1.14 5.34% 4.69%
31-Dec-2023 26-Jul-2023 30-Jun-2023 2 281,049 170,193 168,510 168,510 149,825 2,735,718 88.91% 59.96% 6.16% 1,741,054 16.14 16.08 9.68 9.64 8.61 8.57 1.5713 1.57   -6.68%   -24.66% 30-Jun-2023 1.83 11.34 18.91 1.16 5.29% 4.70% 26-Jul-2023 1.83 11.34 18.91 1.16 5.29% 4.70%
31-Dec-2023 18-Apr-2023 31-Mar-2023 1 285,110 182,256 180,573 180,573 155,980 2,736,588 86.38% 63.33% 6.60% 1,741,054 16.38 16.32 10.37 10.33 8.96 8.93 1.5718 1.57   -5.02%   -13.29% 31-Mar-2023 1.88 11.48 18.13 1.20 5.52% 4.77% 18-Apr-2023 1.91 11.66 18.42 1.22 5.43% 4.69%
31-Dec-2022 19-Jan-2023 31-Dec-2022 4 281,627 191,790 190,107 190,107 159,844 2,571,531 84.08% 67.50% 7.39% 1,641,054 17.16 16.12 11.58 10.88 9.75 9.15 1.5670 1.47   -17.50%   -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 3 273,854 234,094 230,419 230,419 161,000 2,552,167 69.87% 84.14% 9.03% 1,641,054 16.69 15.67 14.04 13.19 9.83 9.21 1.5552 1.46   3.02%   53.97% 30-Sep-2022 1.89 11.33 13.46 1.22 7.43% 5.20% 19-Oct-2022 1.84 11.03 13.10 1.18 7.63% 5.34%
31-Dec-2022 20-Jul-2022 30-Jun-2022 2 263,756 227,330 223,655 223,655 156,233 2,550,198 69.85% 84.80% 8.77% 1,641,054 16.07 15.09 13.63 12.80 9.52 8.94 1.5540 1.46   7.40%   54.25% 30-Jun-2022 1.92 11.95 14.09 1.24 7.10% 4.96% 20-Jul-2022 1.88 11.70 13.79 1.21 7.25% 5.06%
31-Dec-2022 20-Apr-2022 31-Mar-2022 1 251,617 211,914 208,239 208,239 149,101 2,531,550 71.60% 82.76% 8.23% 1,634,524 15.39 14.40 12.74 11.92 9.12 8.53 1.5488 1.45   3.93%   43.87% 31-Mar-2022 1.86 12.08 14.60 1.20 6.85% 4.90% 20-Apr-2022 1.87 12.15 14.68 1.21 6.81% 4.88%
31-Dec-2021 20-Jan-2022 31-Dec-2021 4 242,409 204,039 200,364 200,364 141,802 2,527,301 70.77% 82.66% 7.93% 1,634,524 14.83 13.87 12.26 11.47 8.68 8.11 1.5462 1.45   33.89%   41.04% 31-Dec-2021 1.94 13.08 15.83 1.25 6.32% 4.47% 20-Jan-2022 1.84 12.41 15.01 1.19 6.66% 4.71%
31-Dec-2021 21-Oct-2021 30-Sep-2021 3 236,981 150,160 149,653 149,653 134,863 2,131,679 90.12% 63.15% 7.02% 1,446,481 16.38 13.56 10.35 8.56 9.33 7.72 1.4737 1.22   3.21%   -32.05% 30-Sep-2021 1.90 11.60 18.36 1.29 5.45% 4.91% 21-Oct-2021 1.95 11.90 18.85 1.32 5.31% 4.78%
31-Dec-2021 21-Jul-2021 30-Jun-2021 2 232,538 145,502 144,995 144,995 131,877 2,129,365 90.95% 62.35% 6.81% 1,446,481 16.08 13.31 10.02 8.30 9.13 7.55 1.4721 1.22   0.17%   -32.24% 30-Jun-2021 1.91 11.88 19.05 1.30 5.25% 4.78% 21-Jul-2021 1.93 12.01 19.25 1.31 5.19% 4.73%
31-Dec-2021 21-Apr-2021 31-Mar-2021 1 227,650 145,252 144,745 144,745 128,171 2,130,233 88.55% 63.58% 6.79% 1,446,481 15.74 13.03 10.01 8.28 8.88 7.33 1.4727 1.22   1.89%   -31.70% 31-Mar-2021 1.95 12.39 19.49 1.32 5.13% 4.55% 21-Apr-2021 1.92 12.20 19.19 1.30 5.21% 4.63%
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 9.85 8.13 8.75 7.22 1.4719 1.21   -35.50%   -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 3 222,007 224,454 220,241 220,241 125,327 2,137,246 56.90% 99.20% 10.30% 1,442,331 15.39 12.70 15.27 12.60 8.70 7.17 1.4818 1.22   2.92%   48.04% 30-Sep-2020 2.16 14.03 14.15 1.46 7.07% 4.03% 21-Oct-2020 2.11 13.71 13.82 1.42 7.24% 4.12%
31-Dec-2020 26-Aug-2020 30-Jun-2020 2 218,705 218,211 213,998 213,998 121,950 2,135,082 56.99% 97.85% 10.02% 1,442,331 15.16 12.52 14.84 12.25 8.46 6.98 1.4803 1.22   0.98%   40.45% 30-Jun-2020 2.06 13.59 13.88 1.39 7.20% 4.10% 26-Aug-2020 2.10 13.85 14.15 1.42 7.07% 4.03%
31-Dec-2020 20-May-2020 31-Mar-2020 1 217,411 216,138 211,925 211,925 120,140 2,103,928 56.69% 97.48% 10.07% 1,442,331 15.07 12.44 14.69 12.13 8.33 6.88 1.4587 1.20   1.28%   41.15% 31-Mar-2020 1.83 12.14 12.45 1.25 8.03% 4.55% 20-May-2020 1.95 12.94 13.27 1.34 7.53% 4.27%
31-Dec-2019 20-Jan-2020 31-Dec-2019 4 216,409 213,451 209,238 209,238 118,927 2,078,816 56.84% 96.69% 10.07% 1,435,250 15.08 12.38 14.58 11.97 8.29 6.81 1.4484 1.19   40.64%   35.01% 31-Dec-2019 1.77 11.74 12.14 1.22 8.24% 4.68% 20-Jan-2020 1.77 11.74 12.14 1.22 8.24% 4.68%
31-Dec-2019 21-Oct-2019 30-Sep-2019 3 221,304 153,177 148,775 148,775 117,665 1,657,219 79.09% 67.23% 8.98% 1,237,285 17.89 12.66 12.02 8.51 9.51 6.73 1.3394 0.95   -2.36%   12.64% 30-Sep-2019 1.85 10.34 15.39 1.38 6.50% 5.14% 21-Oct-2019 1.80 10.06 14.97 1.34 6.68% 5.28%
31-Dec-2019 24-Jul-2019 30-Jun-2019 2 219,788 156,767 152,365 152,365 117,549 1,660,313 77.15% 69.32% 9.18% 1,237,285 17.76 12.58 12.31 8.72 9.51 6.73 1.3419 0.95   1.48%   12.94% 28-Jun-2019 1.75 9.85 14.21 1.30 7.04% 5.43% 24-Jul-2019 1.84 10.36 14.94 1.37 6.69% 5.17%
31-Dec-2019 29-Apr-2019 31-Mar-2019 1 213,044 154,612 150,143 150,143 112,995 1,660,313 75.26% 70.48% 9.04% 1,237,285 17.22 12.19 12.13 8.59 9.15 6.47 1.3419 0.95   -3.12%   14.31% 29-Mar-2019 1.80 10.45 14.83 1.34 6.74% 5.08% 29-Apr-2019 1.77 10.28 14.59 1.32 6.86% 5.17%
31-Dec-2018 22-Jan-2019 31-Dec-2018 4 204,362 159,448 154,979 154,979 107,826 1,664,024 69.58% 75.84% 9.31% 1,237,285 16.52 11.69 12.53 8.87 8.74 6.17 1.3449 0.95   17.33%   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 3 187,302 132,152 132,085 132,085 101,420 1,619,277 76.78% 70.52% 8.16% 1,232,326 15.20 10.72 10.72 7.56 8.23 5.80 1.3140 0.93   -2.09%   28.57% 28-Sep-2018 1.47 9.67 13.71 1.12 7.29% 5.60% 23-Oct-2018 1.51 9.93 14.09 1.15 7.10% 5.45%
31-Dec-2018 06-Aug-2018 30-Jun-2018 2 176,950 134,971 134,904 134,904 94,564 1,614,101 70.10% 76.24% 8.36% 1,232,326 14.36 10.13 10.95 7.72 7.67 5.41 1.3098 0.92   2.71%   26.51% 29-Jun-2018 1.46 10.17 13.34 1.11 7.50% 5.26% 06-Aug-2018 1.48 10.31 13.52 1.13 7.40% 5.18%
31-Dec-2018 25-Apr-2018 31-Mar-2018 1 171,139 131,345 131,345 131,345 93,959 1,611,267 71.54% 76.75% 8.15% 1,232,326 13.89 9.79 10.66 7.52 7.62 5.38 1.3075 0.92   7.17%   9.62% 30-Mar-2018 1.29 9.29 12.10 0.99 8.26% 5.91% 25-Apr-2018 1.38 9.94 12.95 1.06 7.72% 5.53%
31-Dec-2017 23-Jan-2018 31-Dec-2017 4 168,745 122,562 122,562 122,562 93,803 1,591,180 76.54% 72.63% 7.70% 1,232,326 13.69 9.66 9.95 7.01 7.61 5.37 1.2912 0.91   19.30%   0.22% 29-Dec-2017 1.50 10.95 15.08 1.16 6.63% 5.07% 23-Jan-2018 1.40 10.22 14.08 1.08 7.10% 5.44%
31-Dec-2017 23-Oct-2017 30-Sep-2017 3 168,718 102,737 102,737 102,737 93,059 1,400,475 90.58% 60.89% 7.34% 1,105,173 15.27 9.65 9.30 5.88 8.42 5.33 1.2672 0.80   -3.66%   -10.65% 29-Sep-2017 1.60 10.48 17.21 1.26 5.81% 5.26% 23-Oct-2017 1.59 10.42 17.10 1.25 5.85% 5.30%
31-Dec-2017 24-Jul-2017 30-Jun-2017 2 168,704 106,635 106,635 106,635 93,603 1,395,406 87.78% 63.21% 7.64% 1,107,904 15.23 9.65 9.62 6.10 8.47 5.36 1.2595 0.80   -11.00%   3.62% 30-Jun-2017 1.64 10.77 17.04 1.30 5.87% 5.16% 24-Jul-2017 1.64 10.77 17.04 1.30 5.87% 5.16%
31-Dec-2017 25-Apr-2017 31-Mar-2017 1 168,841 119,819 119,819 119,819 92,068 1,391,851 76.84% 70.97% 8.61% 1,104,731 15.28 9.66 10.85 6.86 8.35 5.27 1.2599 0.80   -2.02%   21.81% 31-Mar-2017 1.65 10.80 15.21 1.31 6.57% 5.06% 25-Apr-2017 1.65 10.80 15.21 1.31 6.57% 5.06%
31-Dec-2016 18-Jan-2017 31-Dec-2016 4 167,363 122,292 122,292 122,292 90,902 1,390,331 74.33% 73.07% 8.80% 1,102,999 15.17 9.58 11.09 7.00 8.25 5.20 1.2605 0.80   6.36%   26.64% 30-Dec-2016 1.61 10.61 14.52 1.28 6.89% 5.12% 18-Jan-2017 1.65 10.87 14.88 1.31 6.72% 5.00%
31-Dec-2016 24-Oct-2016 30-Sep-2016 3 164,981 114,977 114,977 114,977 89,753 1,390,851 78.06% 69.69% 8.27% 1,104,727 14.93 9.44 10.41 6.58 8.15 5.14 1.2590 0.80   11.72%   8.78% 30-Sep-2016 1.75 11.72 16.81 1.39 5.95% 4.66% 24-Oct-2016 1.75 11.72 16.81 1.39 5.95% 4.66%
31-Dec-2016 04-Aug-2016 30-Jun-2016 2 164,856 102,984 102,911 102,911 91,168 1,368,521 88.59% 62.42% 7.52% 1,097,891 15.02 9.43 9.37 5.89 8.30 5.22 1.2465 0.78   4.62%   -15.23% 30-Jun-2016 1.70 11.32 18.14 1.36 5.51% 4.88% 04-Aug-2016 1.79 11.92 19.10 1.44 5.24% 4.64%
31-Dec-2016 25-Apr-2016 31-Mar-2016 1 164,417 98,440 98,367 98,367 92,235 1,358,022 93.77% 59.83% 7.24% 1,101,754 14.92 9.41 8.93 5.63 8.37 5.28 1.2326 0.78   1.87%   -11.68% 31-Mar-2016 1.61 10.79 18.03 1.31 5.55% 5.20% 25-Apr-2016 1.60 10.72 17.92 1.30 5.58% 5.23%
31-Dec-2015 18-Jan-2016 31-Dec-2015 4 163,821 96,637 96,564 96,564 92,090 1,353,658 95.37% 58.94% 7.13% 1,100,714 14.88 9.37 8.77 5.53 8.37 5.27 1.2298 0.77   -8.64%   -12.58% 31-Dec-2015 1.64 11.02 18.69 1.33 5.35% 5.10% 18-Jan-2016 1.58 10.62 18.01 1.28 5.55% 5.30%
31-Dec-2015 19-Oct-2015 30-Sep-2015 3 158,846 105,769 105,696 105,696 90,158 1,350,418 85.30% 66.54% 7.83% 1,093,721 14.52 9.09 9.66 6.05 8.24 5.16 1.2347 0.77   -12.94%   -7.07% 30-Sep-2015 1.69 11.64 17.49 1.37 5.72% 4.88% 19-Oct-2015 1.69 11.64 17.49 1.37 5.72% 4.88%
31-Dec-2015 03-Aug-2015 30-Jun-2015 2 150,110 121,402 121,402 121,402 89,273 1,353,154 73.54% 80.88% 8.97% 548,213 27.38 8.59 22.15 6.95 16.28 5.11 2.4683 0.77   9.00%   10.06% 30-Jun-2015 3.45 12.60 15.58 1.40 6.42% 4.72% 03-Aug-2015 3.37 12.31 15.22 1.37 6.57% 4.83%
31-Dec-2015 20-Apr-2015 31-Mar-2015 1 143,858 111,381 111,381 111,381 90,119 1,341,603 80.91% 77.42% 8.30% 547,347 26.28 8.23 20.35 6.37 16.46 5.16 2.4511 0.77   0.84%   -1.26% 31-Mar-2015 3.53 13.43 17.35 1.44 5.76% 4.66% 20-Apr-2015 3.60 13.70 17.69 1.47 5.65% 4.57%
31-Dec-2014 19-Jan-2015 31-Dec-2014 4 138,835 110,455 110,455 110,455 92,146 1,172,283 83.42% 79.56% 9.42% 483,914 28.69 7.94 22.83 6.32 19.04 5.27 2.4225 0.67   -2.89%   -0.74% 31-Dec-2014 3.62 12.62 15.86 1.49 6.31% 5.26% 19-Jan-2015 3.52 12.27 15.42 1.45 6.48% 5.41%
31-Dec-2014 20-Oct-2014 30-Sep-2014 3 139,996 113,740 113,740 113,740 93,631 1,049,773 82.32% 81.25% 10.83% 463,537 30.20 8.01 24.54 6.51 20.30 5.36 2.2647 0.60   3.11%   -9.23% 30-Sep-2014 3.62 11.99 14.75 1.60 6.78% 5.61% 20-Oct-2014 3.65 12.09 14.88 1.61 6.72% 5.56%
31-Dec-2014 04-Aug-2014 30-Jun-2014 2 142,182 110,310 110,310 110,310 91,995 1,028,042 83.40% 77.58% 10.73% 460,736 30.86 8.14 23.94 6.31 20.00 5.26 2.2313 0.59   -2.21%   2.19% 30-Jun-2014 3.31 10.73 13.83 1.48 7.23% 6.04% 04-Aug-2014 3.40 11.02 14.20 1.52 7.04% 5.88%
31-Dec-2014 21-Apr-2014 31-Mar-2014 1 142,572 112,800 112,800 112,800 88,613 1,030,309 78.56% 79.12% 10.95% 461,670 30.88 8.16 24.43 6.45 19.30 5.07 2.2317 0.59   1.36%   9.48% 31-Mar-2014 3.38 10.94 13.83 1.51 7.23% 5.71% 21-Apr-2014 3.34 10.82 13.67 1.50 7.32% 5.78%

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