vitamin cash - all about REITs

总结REITs 31/3/2015 quarter report

investfuture
Publish date: Wed, 10 Jun 2015, 07:22 AM
all about malaysia, singapore reits

view in original site: http://malaysiareit.com/2015/06/reits-3132015-quarter-report.html

uncle jim收集了个别REITs 31/3/2015 quarter report的资料,看图下:

  revenue profit nav per unt
Axreit (5106) 14.11% 4.13% 1.18%
Igbreit (5227) 9.90% 21.00% 1.80%
Mqreit (5123) 8.28% 1.43% -2.00%
Arreit (5127) 8.26% 0.94% 1.10%
Pavreit (5212) 3.80% 6.80% -1.60%
Hektar (5121) 3.42% 6.06% 0.04%
Uoareit (5110) 3.33% -0.63% 0.15%
Sunreit (5176) 2.43% -2.84% -0.42%
Cmmt (5180) 2.10% 0.13% -0.08%
Alaqar (5116) 1.56% 3.27% -1.23%
Ytlreit (5109) 0.49% -23.80% -8.13%
Klcc (5235ss) -4.10% -5.23% 0.15%
Ahp(4952) -7.28% -37.10% -1.70%
Amfirst (5120) -7.99% -68.00% -0.96%
Atrium (5130) -15.50% -23.50% -0.05%
twrreit (5111) -20.90% -40.00% -0.91%
average 0.12% -9.83% -0.79%

这一个季度整体REITs的表现,真的惨不忍睹,16家REITs,平均revenue只上涨0.12%,不到个位数。twrreit与atrium都下滑双位数,我还真没想到这么差。revenue能增长双位数的REITs,就只剩下axreit。

profit方面,平均16家REITs下滑了9.83%,twrreit, atirum, amfirst, ahp和ytlreit都下跌双位数,而nav per unit则平均下滑0.79%

整体来看,2015年3月的这个季度,整体REITs表现不理想,如以sector来看的话,就只有retail reit表现良好:)

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