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KLSE: ARREIT       AMANAHRAYA REITS
Last Price Avg Target Price   Upside/Downside Price Call
0.93 1.15     +0.22 (23.66%)
* Average Target Price, Price Call and Upside/Downside are derived from Price Targets in the past 6 months.
** Price Targets are adjusted for Bonus Issue, Shares Split & Shares Consolidation (where applicable).
Date Open Price Target Price Upside/Downside Price Call Source News
08/09/2017 0.95 1.15 +0.20 (21.05%) BUY MIDF Price Target News
30/08/2017 0.945 1.15 +0.205 (21.69%) BUY MIDF Price Target News
31/05/2017 0.95 1.15 +0.20 (21.05%) BUY MIDF Price Target News


Price Target Research Article/News (past 6 months)
08/09/2017  MIDF AmanahRaya REIT - Adding Vista Tower To Its Portfolio
30/08/2017  MIDF AmanahRaya REIT - Topline Supported By Newly Acquired Assets
31/05/2017  MIDF AmanahRaya REIT - Xpect Stronger Quarters Ahead



  Thiamhuat Too likes this.
 
tauruslau http://www.freemalaysiatoday.com/category/nation/2016/06/25/bleak-raya-for-60-sacked-bread-factory-staff/
26/06/2016 11:37
chiahs With the "H5" factory story ending soon, Share price and dps should increase in future.....
08/07/2016 09:38
kkgan share price had been increase, still not enough?
25/08/2016 11:41
bktay123 Enough performing well! Still can add?
09/09/2016 11:04
derricksyl dividen coming soon ....
24/11/2016 07:17
faithful 19/12 Monday counter suspended - what are the announcing??
17/12/2016 15:32
cybermen35 On behalf of the Board of Directors (“Board”) of ARRM, the management company of
AmanahRaya REIT, MIDF Amanah Investment Bank Berhad (“MIDF Investment”) wishes to
announce that the existing shareholder of ARRM, namely ARB had on 19 December 2016
entered into the following agreements with KDA Capital:
(a) Share Sale Agreement between ARB and KDA Capital in respect of the proposed
disposal by ARB of 735,000 ordinary shares of RM1.00 each in ARRM equivalent to
49% shareholdings in ARRM to KDA Capital for a cash consideration of
RM5,145,000 only (“SSA”); and
(b) Shareholders Agreement between ARB and KDA Capital to regulate the relationship
between ARB and KDA Capital as shareholders of ARRM (“Shareholders
Agreement”); and
(c) REIT Unit Sale Agreement between ARB and KDA Capital in respect of the
proposed purchase of 85,982,979 REIT units representing 15% of AmanahRaya
REIT’s units from ARB by KDA Capital at RM1.00 per REIT unit equivalent to
RM85,982,979 by way of Direct Business Transaction subject to the approval of
Bursa Malaysia Securities Berhad (“Bursa Securities”) (“REIT Unit Sale
Agreement”)
19/12/2016 12:40
samgooi4189 http://www.theedgemarkets.com/my/article/amanah-raya-aims-double-its-reit-fund-size-three-five-years
19/12/2016 13:01
goldisgold Good news. Still they need to rent out that Silver Bird factory for yield to really go up!
20/12/2016 17:49
myway http://www.bursamalaysia.com/market/listed-companies/company-announcements/5353289

On behalf of the Board of ARRM, MIDF Investment wishes to announce that the SC vide its letter dated 28 February 2017 had approved the proposal to dispose of 735,000 ordinary shares of RM1.00 each, representing a 49% stake in ARRM, by ARB to KDA Capital, a wholly-owned subsidiary of Kenedix Asia.

The approval of the SC is subject to the following conditions:

(a) as a licensed person, ARRM is reminded of its responsibilities to ensure compliance with the securities laws, regulations and guidelines at all times; and

(b) the SC be notified upon the completion of the Proposed Change in the Shareholding Structure.
02/03/2017 13:33
myway Last day for dividend (EX-date: 03 Mar 2017)
02/03/2017 14:58
derricksyl New TP RM1.15
03/03/2017 10:33
myway http://www.bursamalaysia.com/market/listed-companies/company-announcements/5364121
On behalf of the Board of ARRM, MIDF Investment wishes to announce that the Proposed Change in the Shareholding Structure of ARRM has been completed today. KDA Capital is currently the 49% shareholder of ARRM.
13/03/2017 17:49
myway https://klse.i3investor.com/insider/substantialShareholderNoticeOfInterest/5127/13-Mar-2017/11699_2201991559.jsp
[ARREIT] Notice of Interest of Substantial Shareholders - KDA CAPITAL MALAYSIA SDN BHD on 13-Mar-2017
14/03/2017 21:09
yongch Anyone going to attend tmrw 18apr AGM?low dividend disappointed lo....
17/04/2017 08:30
kianwah86 Just wanna ask whether it is free parking at Hotel Sheraton Imperial for shareholders who attend the AGM tomorrow?
17/04/2017 20:10
myway AmanahRaya REIT aims to buy 'trophy assets', eyes KL office tower
http://www.theedgemarkets.com/article/amanahraya-reit-aims-buy-trophy-assets-eyes-kl-office-tower
18/04/2017 15:45
tauruslau Disappointed dividend again……
30/05/2017 18:16
Yippy68 jcy is better than arreit now, 5 sen yearly on 60 sen cost, 8.33 yearly return, i move away from arreit after 8 years, seeing dividend getting less and less, truly disappointed.
31/05/2017 01:00
Apollo Ang but jcy in 2014 1.20 now only 60cts, every year give dividend but price down,lama lama another msniaga in the making lah
31/05/2017 01:03
Yippy68 Apollo, sure bo, jcy 2014 highest .77sen..lowest 55 sen..where you get the info of 1.20
31/05/2017 19:03
goldisgold ARREIT needs to rent out the Silverbird factory for yield to go back to 1.8 cents range.
31/05/2017 22:33
myway “buy” call on AmanahRaya REIT (ARREIT)
http://www.thestar.com.my/business/business-news/2017/06/07/lower-bond-yields-boosts-investor-appetite-for-mreits/
07/06/2017 11:22
Yippy68 i said jcy is a better counter, just made 6% in one month ..sold 400 lots of arreit last month and bought jcy at 0.60, sold yesterday at 0.63 with addition of 1.25 sen dividend. not bad..now it dip after dividend, i am buying back at .60 again.
16/06/2017 02:24
Booyah Arreit steady la, compare to other reits like sunreit and pavreit.
01/08/2017 21:44
cong5895 anyone know when qr release?
23/08/2017 11:02
tauruslau next week
23/08/2017 13:58
cong5895 invest on reits really need a lot of patience. price is hardly move.
24/08/2017 10:49
HamzahB REITs mainly is for dividend play, wrong target if you wanna target price yield.
24/08/2017 14:06
cong5895 not a good qr. sales increase but profit drop due to higher expenses. dividend also reduce.
but management is hungry to buy new asset.
30/08/2017 09:01
myway why suspended ????
06/09/2017 14:17
cong5895 hope got good news
06/09/2017 14:21
IlmuKhodam Trophy assets coming?
06/09/2017 14:44
Booyah https://klse.i3investor.com/blogs/midfresearch/131263.jsp
06/09/2017 15:29
feiloh Any update?
06/09/2017 17:01
Thiamhuat Too svp issuers..
06/09/2017 22:03
danielyii related with this? https://zuuonline.com/archives/171181
07/09/2017 12:06
myway Amanahraya REIT to buy Vista Tower
http://www.theedgemarkets.com/article/amanahraya-reit-buy-vista-tower
07/09/2017 15:34
cong5895 good news. more assets generate more income and more dividend.
07/09/2017 16:35
gforce2 The purchase consideration, it said, will be funded via a medium-term note programme with RM450 million notes issues and internally generated funds of RM5 million.
...

The good news is, they're buying the asset below market price (13% discount). ARREIT has a strong backer in Kenedix Asia.
Bad news is, they're now almost at debt limit (49.1%), since this purchase is done almost completely with borrowings.
07/09/2017 20:59
ks55 Unlike MRCB that uses MQReit as ATM, ARReit Managers did a very good job by securing prized asset with favorable price (or should say big 13% discount), taking unit holders' interest above their own.

Why Vista Tower a good buy?
1. Class A office in the vicinity of KLCC Twin Tower only selling at RM 824psf. Where else can you get this type of bargain?
2. Immediately upon completion of deal, ARReit can recognise RM 67.1m unrealised gain for FYE Dec 2017. In addition, ARReit shall receive RM 9.18m over 24 month payment (or RM 382.5k a month) as distributable revenue.
3. Why vendor willing to sell Vista Tower below market value?
3.1 Lifespan of Private Equity Fund (owner) set up by Blackrock Inc is expiring in 2017. Vista Tower must be sold within this year.
3.2 Right now office space glut does not permit Balckrock Inc to ask for premium price.
4. LRT and MRT2 link directly to Tower Vista. It is therefore easy access to TRX, Bandar Malaysia, High Speed Rail, Bukit Bintang.
5. Any property that has direct access to MRT/ LRT will appreciate in value. So by 31 Aug 2020, Vista Tower should at least double in value. Is it that difficult to fetch a price tag of RM 1650psf then?
6. No RI proposed. So present Unit Holders need not foot out additional money.


All in all, I would expect ARReit price will respond positively tomorrow.
Good luck to all........
07/09/2017 21:42
ks55 Rental for office space at Vista Tower around RM 7.50psf per month or RM 90 per annum.
At RM 824psf, it works out to be 10.9% gross.
Total rental will be around RM 50m a year, if 100% rented out.
Currently 74.4% leased should give RM 37.2m if maintained.

I am confident with the Japanese Partner as Property Manager, it won't be difficult to get a 95% occupancy rate...........
08/09/2017 09:22
IlmuKhodam Mind to enlighten what the Rm 9.18m payment for? I top up abit today to show support.
08/09/2017 10:30
hongweigiet88 https://hongweigiet222.wixsite.com/website/single-post/2017/09/10/Malaysia-REIT
10/09/2017 23:54
cong5895 anyone receive dividend?
13/10/2017 11:19
tauruslau @cong5895 Yes, dividend received.
13/10/2017 11:54
HamzahB Received.
13/10/2017 12:04
cong5895 still waiting mine, hong leong maybe slow a bit.
13/10/2017 14:54
goldisgold Just realized ARREIT website has been upgraded to user and investor friendly..
15/10/2017 11:08
ikah this counter.ding dong at price 0.92-0.97
30/10/2017 12:22


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