AMANAHRAYA REITS
KLSE (MYR): ARREIT (5127)
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Last Price
0.365
Today's Change
0.00 (0.00%)
Day's Change
0.00 - 0.00
Trading Volume
0
Financial
Market Cap
209 Million
NOSH
573 Million
Latest Quarter
31-Dec-2023 [#4]
Announcement Date
29-Feb-2024
Next Quarter
31-Mar-2024
Est. Ann. Date
29-May-2024
Est. Ann. Due Date
30-May-2024
QoQ | YoY
-369.19% | 1.36%
Revenue | NP to SH
72,276.000 | 3,292.000
RPS | P/RPS
12.61 Cent | 2.89
EPS | P/E | EY
0.57 Cent | 63.56 | 1.57%
DPS | DY | Payout %
0.00 Cent | 0.00% | 0.00%
NAPS | P/NAPS
1.27 | 0.29
QoQ | YoY
1.35% | -73.24%
NP Margin | ROE
4.55% | 0.45%
F.Y. | Ann. Date
31-Dec-2023 | 29-Feb-2024
Latest Audited Result
31-Dec-2023
Announcement Date
21-Mar-2024
Next Audited Result
31-Dec-2024
Est. Ann. Date
21-Mar-2025
Est. Ann. Due Date
29-Jun-2025
Revenue | NP to SH
72,276.000 | 5,040.000
RPS | P/RPS
12.61 Cent | 2.89
EPS | P/E | EY
0.88 Cent | 41.51 | 2.41%
DPS | DY | Payout %
0.00 Cent | 0.00% | 0.00%
NAPS | P/NAPS
1.27 | 0.29
YoY
-59.03%
NP Margin | ROE
6.97% | 0.69%
F.Y. | Ann. Date
31-Dec-2023 | 29-Feb-2024
Revenue | NP to SH
72,276.000 | 5,040.000
RPS | P/RPS
12.61 Cent | 2.89
EPS | P/E | EY
0.88 Cent | 41.51 | 2.41%
DPS | DY | Payout %
-
NAPS | P/NAPS
-
QoQ | YoY
-41.77% | -59.03%
NP Margin | ROE
6.97% | 0.69%
F.Y. | Ann. Date
31-Dec-2023 | 29-Feb-2024
Hints :
Click the QoQ or YoY on table to view the QoQ or YoY Financial Result page.
Click the QoQ or YoY on table to view the QoQ or YoY Financial Result page.
Date
Financial Result
Financial Ratio
Per Share Item
Performance
Valuation (End of Quarter)
Valuation (Ann. Date)
| Date | Financial Result | Financial Ratio | Per Share Item | Performance | Valuation (End of Quarter) | Valuation (Ann. Date) | |||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| F.Y. | Ann. Date | Quarter | # | Revenue | PBT | NP | NP to SH | Div | Net Worth | Div Payout % | NP Margin | ROE | NOSH | RPS | Adj. RPS | EPS | Adj. EPS | DPS | Adj. DPS | NAPS | Adj. NAPS | QoQ | YoY | EOQ Date | EOQ Price | EOQ P/RPS | EOQ P/EPS | EOQ P/NAPS | EOQ EY | EOQ DY | ANN Date | ANN Price | ANN P/RPS | ANN P/EPS | ANN P/NAPS | ANN EY | ANN DY |
PBT = Profit before Tax, NP = Net Profit, NP to SH = Net Profit Attributable to Shareholder, Div = Dividend, NP Margin = Net Profit Margin, ROE = Return on Equity, NOSH = Number of Shares, RPS = Revenue per Share, EPS = Earning Per Share, DPS = Dividend Per Share, NAPS = Net Asset Per Share, EOQ = End of Quarter, ANN = Announcement, P/RPS = Price/Revenue per Share, P/EPS = Price/Earning per Share, P/NAPS = Price/Net Asset per Share, EY = Earning Yield, DY = Dividend Yield.
NOSH is estimated based on the NP to SH and EPS. Div is an estimated figure based on the DPS and NOSH. Net Worth is an estimated figure based on the NAPS and NOSH.
Div Payout %, NP Margin, ROE, DY, QoQ ⃤ & YoY ⃤ figures in Percentage; RPS, EPS & DPS's figures in Cent; and NAPS's figures in Dollar.
All figures in '000 unless specified.
Discussions
1 person likes this. Showing 50 of 357 comments
This counter is still downtrend, but it’s diversified portfolio is quite attractive as the education and office portion will provide stable income for next quarter.
2020-08-06 16:41
ARREIT 2Q2020 quarter report analysis
english:
https://vitamincash.com.my/en_US/2020/08/21/arreit-2q2020-quater-report-analysis/
中文：
https://vitamincash.com.my/zh_CN/2020/08/21/arreit-2q2020-quater-report-analysis/
2020-08-23 18:19
arreit 3Q2020 quarter report analysis
english:
https://vitamincash.com.my/en_US/2020/11/29/arreit-3q2020-quarter-report-analysis/
chinese:
https://vitamincash.com.my/zh_CN/2020/11/29/arreit-3q2020-quarter-report-analysis/
2020-11-30 07:36
hotels & malls are badly hit during MCO, it may affect the quality of the assets
2021-02-07 14:21
declared 2.8868 cents as dividend but only received 2.6022 cents instead :( All these years dividend received as per announcement but this round is not paid in full for the 1st time... wonder why!!!
2021-04-12 11:44
It's always been 10% deducted bro, maybe you just didn't notice last time
2021-04-16 17:06
about 9% of the total asset will expire in less than 2 years (Segi College Subang, South City Plaza, Contraves, Toshiba), and about 1/3 (the above + Holiday Villa, Segi KD, Wsima Comcorp, RHF Stone) will expire in less than 9 years. Good to continue to collect?
2021-05-13 10:27
from the last Q results, it seems to me ARREIT has a solid fundamentals, undervalued even when consider all known "troubles" and risk factors, expecting DPS21 to be in the range 5-5.5sen, very good div yield, potential price upside too
2021-05-29 11:04
see my blog for details: https://klse.i3investor.com/blogs/milosh/2021-06-07-story-h1566100953-ARREIT_5127_AMANAHRAYA_REAL_ESTATE_INVESTMENT_FUND.jsp
2021-06-07 12:05
very good dividend 2.81 sen for half a year.. that is more than 12 months FD income. well said @Milosh.
2021-08-24 08:48
arreit undervalued, good investment with a good margin of safety, I maintain my optimistic stance going fw
2021-08-24 10:56
Good Q for ARREIT. An EPS of 1.71 cents is quite reassuring. Hope the BOD goes back to redistributing income every quarter, as was the practice before the pandemic.
2021-11-30 11:05
Reit is for 10 years term investment once you inject money , it wont give u big capital gain , u can only collect div slowly !
2022-07-01 22:11
@Yippy68, Hi Yippy, dividend 1.6449, so quartely is 0.82245? Am i right? If yes, very tiny "distribution"..
2022-08-27 22:31
Right now, market seems worried about upcoming Sep report, someone already knew the results and dumping. Quite a few concerns with this counter: 1. Further decline in revenues (risky)? 2. Rising interest rates causing higher interest payment? 3. As it is, YTD Jun report showed Operating Cashflows not quite meet Dividends and Interest payments. So, if YTD Sep report shows lower revenues, then, more likely next year's Dividends may be lower than 2022. 4. Asset revaluation risks? (good buffer on paper, but unknown).
2022-10-09 11:22
It's main property is Vista Tower office building, recently revalued to RM523m, worth 37% of its REIT assets. The gross rental income (before expenses, before interest) have gone down a lot from 40m, 33m, 27m (2019-2021), with around 53% (?) occupancy in highly competitive KL office space where average occupancy is higher than 53%. The big question mark is can its gross rental income rise back to pre-pandemic levels and how many years will that take (if it can)? Or have we gone to a new norm. Management needs to be ruthless - the main drag is RM650m plus borrowings with large Financing costs. Having huge asset values at surplus is meaningless if rental income doesn't come in but having to keep paying interest on loans. It needs to sell some buildings to realize its values, pay off the loans and suddenly, this will unlock a lot of monies and this stock price can then rise again. The question is - can management realize the market values at a sale around this time? Or are the "market values" noted in the books not real today but assumes reversion? Hence the huge discount to Net Asset Values. For minor properties like the Alor Setar ex-Holiday Villa that is only worth RM26m and zero occupancy, better to just sell that off - even if collect less than 26m, at least the occupancy rates for the whole REIT looks better on paper. I suspect the reason they are not selling is because they might not even get 20m and if true, then, that would set a bad precedence for the rest of the properties in their books that needs to be marked down.
2022-10-09 13:00
A distressed investor, banking on future recoveries, have to be very patient (many years), willing to accept continued dividend cuts. As to when a catalyst can occur to cause a re-rating, this is hard to see. I would like to see stronger management decisions, e.g. sell some properties to reduce borrowings then this cash will propel the stock price but question is - when is management going to do this and can they realize their worse properties? Who is going to buy at this market?
2022-10-09 13:06
3 months later, more bad quarterly report. More sell off ... now 48 sen.
What will the key Q2/2023 report show in August? Income distribution time then ... will ARREIT cut dividends some more in view of poor results?
2023-06-09 22:05
hopefully selling the hospitality wing will yield better dividend payout... maybe special dividend
2024-01-05 09:36
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