AMANAHRAYA REITS

KLSE (MYR): ARREIT (5127)

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Last Price

0.365

Today's Change

+0.005 (1.39%)

Day's Change

0.355 - 0.365

Trading Volume

15,300

Financial

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Last 10 FY Result
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Revenue 68,010 69,272 72,276 77,855 86,252 91,517 95,878 96,685 60,418 57,386 61,607 55,232 3.03%
PBT 6,976 733 4,751 15,232 31,585 -7,400 40,254 87,114 74,254 40,541 59,683 107,249 -29.25%
Tax 0 289 289 -2,931 -160 0 -4,760 -5,864 0 0 0 0 -
NP 6,976 1,022 5,040 12,301 31,425 -7,400 35,494 81,250 74,254 40,541 59,683 107,249 -28.79%
-
NP to SH 6,976 1,022 5,040 12,301 31,425 -7,400 35,494 81,250 74,254 40,541 59,683 107,249 -28.79%
-
Tax Rate 0.00% -39.43% -6.08% 19.24% 0.51% - 11.82% 6.73% 0.00% 0.00% 0.00% 0.00% -
Total Cost 61,034 68,250 67,236 65,554 54,827 98,917 60,384 15,435 -13,836 16,845 1,924 -52,017 -
-
Net Worth 727,358 727,358 725,982 735,784 745,587 768,114 766,853 766,910 720,594 669,750 662,642 647,623 1.27%
Dividend
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Div - - - - - 29,119 35,539 34,966 31,527 33,819 36,170 37,259 -
Div Payout % - - - - - 0.00% 100.13% 43.04% 42.46% 83.42% 60.60% 34.74% -
Equity
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Net Worth 727,358 727,358 725,982 735,784 745,587 768,114 766,853 766,910 720,594 669,750 662,642 647,623 1.27%
NOSH 573,219 573,219 573,219 573,219 573,219 573,219 573,219 573,219 573,219 573,219 573,219 573,219 0.00%
Ratio Analysis
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
NP Margin 10.26% 1.48% 6.97% 15.80% 36.43% -8.09% 37.02% 84.04% 122.90% 70.65% 96.88% 194.18% -
ROE 0.96% 0.14% 0.69% 1.67% 4.21% -0.96% 4.63% 10.59% 10.30% 6.05% 9.01% 16.56% -
Per Share
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
RPS 11.86 12.08 12.61 13.58 15.05 15.97 16.73 16.87 10.54 10.01 10.75 9.64 3.02%
EPS 1.22 0.18 0.88 3.78 5.31 5.36 6.19 14.17 12.95 7.07 10.41 18.71 -28.78%
DPS 0.00 0.00 0.00 0.00 0.00 5.08 6.20 6.10 5.50 5.90 6.31 6.50 -
NAPS 1.2689 1.2689 1.2665 1.2836 1.3007 1.34 1.3378 1.3379 1.2571 1.1684 1.156 1.1298 1.27%
Adjusted Per Share Value based on latest NOSH - 573,219
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
RPS 11.86 12.08 12.61 13.58 15.05 15.97 16.73 16.87 10.54 10.01 10.75 9.64 3.02%
EPS 1.22 0.18 0.88 3.78 5.31 5.36 6.19 14.17 12.95 7.07 10.41 18.71 -28.78%
DPS 0.00 0.00 0.00 0.00 0.00 5.08 6.20 6.10 5.50 5.90 6.31 6.50 -
NAPS 1.2689 1.2689 1.2665 1.2836 1.3007 1.34 1.3378 1.3379 1.2571 1.1684 1.156 1.1298 1.27%
Price Multiplier on Financial Quarter End Date
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Date 28/06/24 28/06/24 29/12/23 30/12/22 31/12/21 31/12/20 31/12/19 31/12/18 29/12/17 30/12/16 31/12/15 31/12/14 -
Price 0.34 0.34 0.395 0.585 0.66 0.66 0.74 0.82 0.91 0.92 0.865 0.83 -
P/RPS 2.87 2.81 3.13 4.31 4.39 4.13 4.42 4.86 8.63 9.19 8.05 8.61 -10.62%
P/EPS 27.94 190.70 44.92 27.26 12.04 -51.13 11.95 5.79 7.02 13.01 8.31 4.44 29.30%
EY 3.58 0.52 2.23 3.67 8.31 -1.96 8.37 17.29 14.23 7.69 12.04 22.54 -22.65%
DY 0.00 0.00 0.00 0.00 0.00 7.70 8.38 7.44 6.04 6.41 7.29 7.83 -
P/NAPS 0.27 0.27 0.31 0.46 0.51 0.49 0.55 0.61 0.72 0.79 0.75 0.73 -9.07%
Price Multiplier on Announcement Date
AQR T4Q 31/12/23 31/12/22 31/12/21 31/12/20 31/12/19 31/12/18 31/12/17 31/12/16 31/12/15 31/12/14 CAGR
Date 30/08/24 30/08/24 29/02/24 27/02/23 18/02/22 25/02/21 10/02/20 14/02/19 15/02/18 20/02/17 19/02/16 16/02/15 -
Price 0.31 0.31 0.405 0.61 0.67 0.67 0.725 0.84 0.89 0.95 0.88 0.895 -
P/RPS 2.61 2.57 3.21 4.49 4.45 4.20 4.33 4.98 8.44 9.49 8.19 9.29 -11.13%
P/EPS 25.47 173.87 46.06 28.43 12.22 -51.90 11.71 5.93 6.87 13.43 8.45 4.78 28.60%
EY 3.93 0.58 2.17 3.52 8.18 -1.93 8.54 16.87 14.55 7.44 11.83 20.90 -22.23%
DY 0.00 0.00 0.00 0.00 0.00 7.58 8.55 7.26 6.18 6.21 7.17 7.26 -
P/NAPS 0.24 0.24 0.32 0.48 0.52 0.50 0.54 0.63 0.71 0.81 0.76 0.79 -9.54%

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 441 comments

100Mark

All eyes are now on ARREIT’s latest quarterly results. ha

2 months ago

adheree

Very hopeful, q2 should be better than q1

2 months ago

CarolineTeoh

Heard that ARREIT intends to sell Dana 13 and Ex-Holiday Villa properties in the future. Therefore, FY2024 will be a new transformation for the company

2 months ago

Schwoosh

either today or tmr result out

2 months ago

djrajan

New acquisition - PROPOSED ACQUISITION BY PACIFIC TRUSTEES BERHAD ACTING AS TRUSTEE FOR AND ON BEHALF OF ARREIT OF A COMMERCIAL BUILDING LOCATED WITHIN GLENMARIE SHAH ALAM, SELANGOR FROM STUTTGART HOLDINGS SDN BHD.

2 months ago

Joscylyn

This is for a private school and ARREIT will receive RM160k per month in rent from them

https://disclosure.bursamalaysia.com/FileAccess/apbursaweb/download?id=150364&name=EA_GA_ATTACHMENTS

2 months ago

orbiter

AmanahRaya Real Estate Investment Trust has acquired a private education asset for RM31.4mn in Glenmarie, Shah Alam, Selangor.

https://theedgemalaysia.com/node/724878

2 months ago

100Mark

As at March 31, 2024, ARREIT's investment properties, comprising 11 properties across the office, education, industrial, retail and hospitality sectors, were valued at RM1.27 billion. I believe its Q2 performance will be amazing

2 months ago

astor1es

More assets acquired, time for 0.45 again

2 months ago

Vista99

Q2 results are out. ARREIT experienced a revenue and net profit decline due to the disposal of Holiday Villa Langkawi and increase in manager's fee...

2 months ago

meowmeister

Hard to move even with decent result...

2 months ago

CarolineTeoh

As of 30 June 2024, the average portfolio occupancy rate is 70.0%. Post-30 June 2024, occupancy is expected to improve significantly:

• Vista Tower and Dana 13: Projected to see a 10.0% increase in occupancy.
• ALFA University College (Previously known as SEGi College Campus): Expected to return to full occupancy (100%) in Q3 FY24.

By Q4 2024, the average portfolio occupancy rate is projected to rise to 80%

2 months ago

speakup

70% occupancy is terrible. Good REITs should average 90+ %

2 months ago

adheree

recently just change management, give them some time.... so far ARREIT heading in the right direction

2 months ago

100Mark

They also constantly buy and sell properties for the time being. As for whether it will be successful, it is still unknown, but fortunately their leverage ratio is not high, at around 42.19%, there is still room for financing

2 months ago

djrajan

give them 3-6 months, occupancy rate should improve to 85% above

2 months ago

Vista99

Education and hotel industries have high tenant stickiness. Therefore, this Reits don’t have to worry about liquidated damages

2 months ago

Schwoosh

Slowly recovering, pick up at the bottom price now

2 months ago

orbiter

so far ARREIT investment properties, comprising 11 properties across the office, education, industrial, retail and hospitality sectors, were valued at RM1.27 billion.

2 months ago

CarolineTeoh

Pretty sure NPI of Amanahraya Reits will increase in the next quarter

2 months ago

astor1es

give them a year time, can go back 0.45 again

2 months ago

100Mark

New management will lead this REITS to a brighter future, dnt worry 😁

2 months ago

meowmeister

so far slowly build back up market confidence then can hit 0.45 like u said...

2 months ago

yifeng

Buy the bottom, potential big return in 6 months

2 months ago

Joscylyn

Reinvest it when receive the dividend on 11 Oct 🙂

2 months ago

Vista99

Now we wait for the big funds to come in and wait it soar

2 months ago

adheree

better buy at the bottom now... so far price are alrdy settled down

2 months ago

Schwoosh

Big discount so far comparing the price and the NTA value

2 months ago

CarolineTeoh

ARREIT saw an increase in rental income from Selayang Mall by RM403.2k, thanks to the addition of 6 new tenants and the renewal of 34 existing tenants with incremental rent reversion

2 months ago

Joscylyn

Slowly collecting also before receiving dividend 😊

2 months ago

djrajan

Give ARREIT some time, let's see how they restructure their portfolio ...

2 months ago

orbiter

The REIT is also reportedly looking to sell its remaining asset under the hospitality segment, the former Holiday Villa Alor Setar in Kedah, which has been left vacant since 2018, as it seeks to fully exit the hospitality business.

After exiting the hospitality business, time for educational assets?

2 months ago

astor1es

0.305 best buy right now

2 months ago

meowmeister

Need to gain back market confidence, is time to push the price up

2 months ago

CarolineTeoh

REIT counters remain stable during market downturns. Don't worry, they will rebound in due time

2 months ago

Schwoosh

AmanahRaya REIT sets ‘ambitious’ 90% occupancy rate target by FY25

2 months ago

100Mark

ARREIT’s assets were recently revalued, resulting in a valuation surplus of RM2.2 million. Notably, Selayang Mall contributed RM1 million to this surplus due to improved occupancy rates. These gains reflect the Manager’s successful efforts in improving asset value and operational efficiency

2 months ago

djrajan

90% is possible by next year, mb 2024 can end with 80% occupancy rate

2 months ago

Vista99

Malaysia's real estate investment trusts (REITs) outlook remains positive with industrial exposure due to strong demand for data centers and high-tech warehouses, according to CIMB Securities

https://www.nst.com.my/business/corporate/2024/09/1104890/reits-outlook-positive-strong-data-centre-high-tech-warehouse

2 months ago

orbiter

So far price stable down, hope can see 0.40 by end of this year

2 months ago

Joscylyn

I am sure ARREIT will shoot up once it acquires tenants in the data center industry. hehe

2 months ago

astor1es

Wait they fully exit hospitality sector first, then can dip into DC

1 month ago

100Mark

We can say that ARREIT is the most undervalued REIT among REITs. Better collect before it's shooting up

1 month ago

Vista99

Widely expected US rate cut to boost large-cap banks, energy stocks, REITs. By the way, the Fed cut interest rates by 50 basis points

https://theedgemalaysia.com/node/727061

1 month ago

meowmeister

2 more month left for u to collect 100mark, wait for more acquisition from ARREIT

1 month ago

CarolineTeoh

Invest safely and include this REIT in your portfolio 😀

1 month ago

adheree

ARREIT is focusing primarily on acquiring educational assets, wellness facilities and industrial properties, particularly in logistic - Most of them are high-yielding assets.

1 month ago

Joscylyn

Portfolio diversification through acquisitions of alternative asset classes will play an important role in the future of Malaysian REITs, providing investors with more investment options 👍

1 month ago

Schwoosh

waiting for ARREIT making some comeback, cheap price for re-enter now

1 month ago

100Mark

REITs are sensitive to interest rates. Thereby, low interest rates boost borrowing capacity, aiding growth

1 month ago

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