Highlights

南洋行家论股

Author: Tan KW   |   Latest post: Wed, 8 Dec 2021, 7:59 AM

 

【行家论股/视频】AXIS产托 物流仓库收购价合理

Author:   |    Publish date:



https://youtu.be/1XxwD-ymaJc

分析:丰隆投行研究

目标价:2.54令吉

最新进展

AXIS产托(AXREIT,5106,主板产托股)斥资3200万令吉,向Venice Tulip私人有限公司(VTSB)收购物流仓库相关资产,再租回予后者,为期3年,每月租金为26万735令吉。

该物业位于柔佛巴西古当,占地约12.8英亩,可出租净面积约为27万6000平方英尺。

该收购将透过银行贷款来融资,预计明年上半年完成。

 

行家建议

AXIS产托此次收购,预期将让公司的净产业收入(NPI),从目前的7.6%,提升至9.6%,并为明后财年盈利提高约1%。

另外,对于巴西古当的工业区来说,该收购价格非常合理,每平方英尺116令吉;根据各种网站,该地售价在每平方英尺约100令吉至160令吉之间。

同时,也低于独立估价师估值的3500万令吉市价。

此外,该物业紧邻柔佛港,后者是世界最大棕油码头,拥有46万公吨的储存容量。

虽然此次收购预计将导致资产负债率,从36.6%提高至37.2%,但仍低于证监会规定的60%资产负债率上限。

综上所述,我们对此次收购持乐观态度,但在收购完成之前,我们维持盈利预测。

我们维持“买入”评级,及2.54令吉目标价。

 

 

https://www.enanyang.my/行家论股/【行家论股视频】axis产托-物流仓库收购价合理

Share this
Labels: AXREIT

Related Stocks

Chart Stock Name Last Change Volume 
AXREIT 1.89 +0.01 (0.53%) 106,500 

  Be the first to like this.
 


FEATURED POSTS

1. MQ Trader - Introduction to MQ Trader Affiliate Program MQ Trader Announcement!

TOP ARTICLES

1. Statement by Tony Pua on Tun Mahathir's upcoming book save malaysia!
2. How well is Malaysia controlling Covid 19 - Koon Yew Yin Koon Yew Yin's Blog
3. TOPGLOV ( 7113) The Story behind the Chart of TOP GLOVE CORP BHD KLSE Stocks Review
4. If only ATA IMS was as bold as its industry counterpart, VS Industry save malaysia!
5. Serba Dinamik - Two thirds cleared with one third being finalised. A little more to go. Pearlwhite's commentaries
6. The mispresented truth about Serba Dinamik – The mainstream medias' not so great headlines Pearlwhite's commentaries
7. [转贴] [Video:浅谈SAPURA ENERGY BHD, SAPNRG, 5218] - James的股票投资James Share Investing James的股票投资James Share Investing
8. Serba Dinamik is ever so helpful, but the rest refuses to leave Malaysia to finalise the SIR. Pearlwhite's commentaries
APPS
I3 Messenger
Individual or Group chat with anyone on I3investor
MQ Trader
Stock Screener using Technical and Fundamental criteria
MQ Affiliate
Join the MQ Affiliate Program today to earn rewards
 
 

279  270  578  1159 

ActiveGainersLosers
Top 10 Active Counters
 NameLastChange 
 ATAIMS 0.54+0.10 
 HSI-CI2 0.335-0.005 
 SAPNRG 0.050.00 
 EDUSPEC 0.0150.00 
 MLAB 0.03-0.005 
 MMAG 0.090.00 
 FOCUS-WD 0.0050.00 
 DNEX 0.775+0.01 
 HSI-CI1 0.12-0.005 
 DNEX-CG 0.0450.00 
PARTNERS & BROKERS