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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Created by investfuture | Dec 11, 2020