ATRIUM REITS

KLSE (MYR): ATRIUM (5130)

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Last Price

1.33

Today's Change

0.00 (0.00%)

Day's Change

1.33 - 1.36

Trading Volume

76,000


1 person likes this.

289 comment(s). Last comment by ronnie2u 2024-02-06 11:24

Posted by lotsamoney > 2019-09-27 12:12 | Report Abuse

Hi everyone, when is the units bought from Atrium rights issue will be in our CDS account?

idunwork

431 posts

Posted by idunwork > 2019-10-01 17:45 | Report Abuse

Expecting less dividend per share for q3 due to the increased shares and new rental not yet kick in.

AlfI3

1,251 posts

Posted by AlfI3 > 2019-10-02 14:01 | Report Abuse

Hi idunwork, may v know d new rental to b kicked in when & when wud b d q3 div date?

remus

110 posts

Posted by remus > 2019-10-03 21:25 | Report Abuse

hi all, according to the prospectus (30-Aug-2019) for right issue,
the NAV on 30-Jun was 1.43, and after rights issue the NAV should be 1.29.

However the NAV (NAPS) shown at i3investor is only 1.02 ?! anyone could kindly explain why the different in the estimate value in prospectus and the current NAV ? thanks

idunwork

431 posts

Posted by idunwork > 2019-10-12 19:08 | Report Abuse

@AlfI3
I think the larger portion of new rental has started from Oct 7 as announced

Posted by Chounz888 > 2019-10-18 09:22 | Report Abuse

@ciaksai dont think so, if you referring to last quarter EPS, the lower earnings actually due to corp exercise expenses for right issue, which should be one-off only

Posted by Chounz888 > 2019-10-18 09:28 | Report Abuse

@idunwork i think the lease ady exist long time already. But seem like ATRIUM havent acquire it, but need some time to complete the whole acquisition.....

AlfI3

1,251 posts

Posted by AlfI3 > 2019-10-23 19:41 | Report Abuse

RI ody completed & $ oso been raised, definitely d acquisition oso been fulfilled rite. Watelse to expect? QR to b released soon, potential investors r inching up dier stock holdings. Shud xpec some share prc appreciation prior to d div announcement

lazycat

899 posts

Posted by lazycat > 2019-10-25 15:25 | Report Abuse

this atrium can keep forever since all it assets is freehold , management raise 1 billion $ to purchase assets in penang and other places , if everything run smooth , in next 1 to 2 years, the annual dividend per share will be up till 16cents , which translate to 15% yield at current price , hong leong boss is no fool , he know atrium is a low risk&fat return investment

AlfI3

1,251 posts

Posted by AlfI3 > 2019-10-28 23:28 | Report Abuse

Amazing, may v know it involves how many % holdings tat Hong Leong is holding for it ya Lazycat?

AlfI3

1,251 posts

Posted by AlfI3 > 2019-10-29 19:32 | Report Abuse

today released QR, not much excitemn to reap even after the RI. Thot some improvemn shud b shown in the underlying after xtra funds raised??

lazycat

899 posts

Posted by lazycat > 2019-10-29 20:16 | Report Abuse

B6.Prospects

The occupancy rate for the Trust’s portfolio of properties as at 30September2019 is 100%. Barring any unforeseen circumstances, the Manager expects the Trust’s existing portfolio of properties to maintain at 100% occupancy for the remaining period of the financial year.

Lumileds Plant 2 (to be renamed Atrium Bayan Lepas 2)will start contributing positively to the earnings of the Trust in the 4th quarter with the completion of the acquisition on 7 October 2019

idunwork

431 posts

Posted by idunwork > 2019-10-29 20:35 | Report Abuse

No surprise about the reduced dividend, as i have pointed out earlier.
Things will go back to normal in q4.

Posted by idunwork > Oct 1, 2019 5:45 PM | Report Abuse X

Expecting less dividend per share for q3 due to the increased shares and new rental not yet kick in.

multi530

336 posts

Posted by multi530 > 2019-10-30 19:09 | Report Abuse

1sen dividend, the worst 哈哈哈

multi530

336 posts

Posted by multi530 > 2019-10-30 19:11 | Report Abuse

wondering why Atrium acquired leasehold properties and the remaining lease period is relatively short

multi530

336 posts

Posted by multi530 > 2019-10-30 19:12 | Report Abuse

45mil for leasehold properties

AlfI3

1,251 posts

Posted by AlfI3 > 2019-10-31 06:50 | Report Abuse

Is considerably attractive in Penang locality & bid prc for d deal, if aim for 30 years of good & consistent rental income

derricksyl

506 posts

Posted by derricksyl > 2019-12-05 10:29 | Report Abuse

Q4 become to 2 sen div

Yippy68

1,678 posts

Posted by Yippy68 > 2020-02-03 16:53 | Report Abuse

Q4 MISSING

idunwork

431 posts

Posted by idunwork > 2020-02-04 20:02 | Report Abuse

Quater report is late

idunwork

431 posts

Posted by idunwork > 2020-02-06 19:27 | Report Abuse

Good dividend

dextronium

282 posts

Posted by dextronium > 2020-02-06 20:12 | Report Abuse

New assets are contributing I guess.

derricksyl

506 posts

Posted by derricksyl > 2020-02-06 20:24 | Report Abuse

more then 2 sen ..... yesss

AlfI3

1,251 posts

Posted by AlfI3 > 2020-02-15 08:47 | Report Abuse

Means d prc hike was bcos of d div of 2 Sen. After ex-it shall dropped back 2 send rite?

ruby20

308 posts

Posted by ruby20 > 2020-03-06 17:31 |

Post removed.Why?

reitpulse

33 posts

Posted by reitpulse > 2020-03-30 22:44 |

Post removed.Why?

ruby20

308 posts

Posted by ruby20 > 2020-05-04 08:26 |

Post removed.Why?

Posted by Defensive > 2020-05-22 18:02 | Report Abuse

When is result???

lazycat

899 posts

Posted by lazycat > 2020-05-22 18:15 | Report Abuse

yalo, delay so long already, the result should be good , i no worry

idunwork

431 posts

Posted by idunwork > 2020-05-28 18:58 | Report Abuse

Q1 earning of 2.21 sen is not bad

Posted by Defensive > 2020-05-28 19:38 | Report Abuse

Tenant for atrium usj block A will be gone. Shit

Posted by roadtomillionaires > 2020-06-10 19:59 | Report Abuse

value stock

Posted by roadtomillionaires > 2020-07-01 20:20 | Report Abuse

Anyone can share the outcome of the AGM?

derricksyl

506 posts

Posted by derricksyl > 2020-08-06 19:32 | Report Abuse

div 2 sen ..... yesss

idunwork

431 posts

Posted by idunwork > 2020-08-06 20:22 | Report Abuse

I think Atrium reit will get out of the mco unscratched.

Posted by OldWiseMan100 > 2020-08-10 11:08 |

Post removed.Why?

finplan

11 posts

Posted by finplan > 2020-08-12 13:00 | Report Abuse

Hi check out this article about Atrium
https://finplanco.com/e13-reit-atrium/

Posted by OldWiseMan100 > 2020-09-18 13:46 |

Post removed.Why?

JayC88

898 posts

Posted by JayC88 > 2020-10-07 12:59 | Report Abuse

quietly moving upwards, one notch at a time

Cheong88

75 posts

Posted by Cheong88 > 2020-10-27 17:58 | Report Abuse

"(b). Prospects
Atrium USJ-Block B
The tenant, CJ Century Logistics Sdn Bhd (“CJ Century”) has informed the Manager that they have
changed their plan and will be renewing the tenancy which is expiring on 31 December 2020. The
Manager is in the midst of negotiating with CJ Century on the renewal terms. In the meantime, the
Manager will continue to market the space through agents pending the finalization of the renewal terms with CJ Century

Atrium Puchong
The tenant, FM Global Logistics (M) Sdn Bhd (“FM”), has informed the Manager that they will not be renewing the tenancy which is expiring on 31 January 2021. The Manager has secured a new tenant, Lazada Express (Malaysia) Sdn Bhd (“Lazada”) to take over the whole premises. The new tenancy commenced on 1 October 2020 after FM agreed to early handover the premises to Lazada in phases. The new tenancy is for a tenure of 3 years with option to renew for another 2 years.
The occupancy rate for the Trust’s portfolio of properties as at 30 September 2020 was 100% and the


Manager expects the Trust’s portfolio of properties to maintain 100% occupancy for the remaining of the financial year.
The Manager expects the Trust’s performance to be sustainable for this financial year with the full year contribution from Atrium Bayan Lepas 2 which was acquired on 7 October 2019, and the positive contribution from the acquisition of Lumileds Plant 1 which was completed on 22 October 2020. "


Does anyone here know how much potential revenue and profit can be generated from lumiled plant 1?

Posted by zkhaizzz36 > 2020-10-27 18:45 | Report Abuse

they didn't mention.. but we will only know from next quarter report..
they also didn't mention the tenancy on atrium usj block A, which expired on 31/08/2020..
just wondering Anyone got insider??

idunwork

431 posts

Posted by idunwork > 2020-10-27 22:34 | Report Abuse

@Cheong88
"Rental rate in accordance to the leaseback agreements - year 1 - rm4558368 per annum (subject to 3% yearly escalation)"

Posted by Kido Kikidodo > 2020-10-28 00:50 | Report Abuse

they have mention 100% occupancy as 30 sept and expect maintain until financial year......

derricksyl

506 posts

Posted by derricksyl > 2020-12-05 12:19 | Report Abuse

slow & solid moving up ....

Posted by investfuture > 2020-12-08 10:03 | Report Abuse

www.vitamincash.com.my

Atrium(5130.KLSE)最近2天发了2个文告,跟新收购PNB shah alam事宜,文告提及,铁定收购PNB Shah Alam,并且已经获得资金支持。

早前PNB factory收购一直等待经济发展局(Economic Planning Unit)的批准,也曾宣称若在31Aug2020前不获批准,Atrium将视乎卖方的意愿,看是否延长期限或终止收购,可能停止收购,没想到最终继续收购。

可是,我刚刚在google map上搜索了PNB的地址,Lot 7, Persiaran Raja Muda, Seksyen 16, 40200 Shah Alam, Selangor Darul Ehsan,看到类似废弃了的factory。希望我搜错,不然Atrium绝对需要进行翻新工作方能觅得租户。

在27 December 2019发布的收购文告,并没有提及现有租金等等细节,可能是目前废弃了的缘故。

无论如何,目前atrium的NPI yield 为7.5%,而borrowing cost大约为3.85%,若PNB shah alam可以维持7.5% NPI yield,年股息有望增长0.8cent(RM)per unit。

reitpulse

33 posts

Posted by reitpulse > 2021-01-13 20:40 |

Post removed.Why?

derricksyl

506 posts

Posted by derricksyl > 2021-01-21 15:33 | Report Abuse

Next month announcement final dividen

idunwork

431 posts

Posted by idunwork > 2021-01-25 12:48 | Report Abuse

This reit is very ok

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