AXIS REITS

KLSE (MYR): AXREIT (5106)

You're accessing 15 mins delay data. Turn on live stream now to enjoy real-time data!

Last Price

1.90

Today's Change

0.00 (0.00%)

Day's Change

1.89 - 1.90

Trading Volume

284,200

Overview

Market Cap

3,106 Million

NOSH

1,635 Million

Avg Volume (4 weeks)

1,697,625

4 Weeks Range

1.86 - 1.93

4 Weeks Price Volatility (%)

57.14%

52 Weeks Range

1.79 - 1.99

52 Weeks Price Volatility (%)

55.00%

Previous Close

1.90

Open

1.90

Bid

1.89 x 26,400

Ask

1.90 x 106,800

Day's Range

1.89 - 1.90

Trading Volume

284,200

Financial Highlight

Latest Quarter | Ann. Date

31-Mar-2022 [#1] | 20-Apr-2022

Next QR | Est. Ann. Date

30-Jun-2022 | 21-Jul-2022

T4Q P/E | EY

14.91 | 6.71%

T4Q DY | Payout %

4.80% | 71.60%

T4Q NAPS | P/NAPS

1.55 | 1.23

T4Q NP Margin | ROE

82.76% | 8.23%

Company Profile

Sector: REAL ESTATE INVESTMENT TRUSTS

Sector: REAL ESTATE INVESTMENT TRUSTS

Subsector: REAL ESTATE INVESTMENT TRUSTS

Subsector: REAL ESTATE INVESTMENT TRUSTS

Description:

Axis Real Estate Investment Trust owns and invests in commercial, office and industrial real estate in Malaysia. The trust derives its income from leases and long-term capital growth. The company's portfolio consists of commercial offices, office and industrial buildings, warehouse and logistic centres, manufacturing facilities, and supermarkets. Warehouse and logistic centres account for approximately half the total net lettable area, followed by office and industrial buildings and manufacturing facilities. By geography, the properties are mainly located in Petaling Jaya, Johor, Shah Alam, and Penang. The office buildings are mainly close to public transportation and amenities.

Discussions
Be the first to like this. Showing 50 of 520 comments

newbie2y

likely index or funds balancing activity as today is 30-nov. @i3kyan, u can right click on your matched transaction, goto -> Order Log. Look for ''Counter party'', or ''Counter broker''. If you see 03x numbers, most like its from overseas, as these are foreign brokers like credit suisse, jp morgan, citigroup, ubs..

2021-11-30 20:15

i3kyan

@newbie2y, which app or site do you mean?

2021-12-01 11:45

PassionateInvestor

Did Axis Reit just issue additional shares amounting to more than 10% of total shares which will dilute the earnings of the current shares? Will any sifu be kind enough to advise?

2021-12-01 15:24

newbie2y

@i3kyan, the platform (website) u r using to trade shares. Need to use website, else app cannot see i think..but have to check it on the same day i guess..

2021-12-01 18:30

newbie2y

@passionateinvestor, yes, it was approve in the EGM today..
https://www.bursamalaysia.com/market_information/announcements/company...

2021-12-01 18:56

Brutus

Thank you AXREIT Management for another round of Income Distribution!

2021-12-01 19:01

Nalab72

Anyone know what's the private placement price for Axis reit shares?
Thanks for sharing.

2021-12-01 20:44

Brutus

@Nalab72

In a separate filing on Thursday, Axis REIT said it had fixed the issue price of its 188.04 million placement units, representing 13% of total issued units of 1.45 billion as at Oct 29 at RM1.78 per placement unit to successfully identified placees via a bookbuilding process.

The last few days I suspected that it was a toss between EPF/KWAP and AXREIT. EPF throw to low prices so the PP (5 day VWAP) before the determining date, they can get it cheap.
Hence the last day it went to 1.97 pushing up the VWAP and arriving at 1.78 as the PP price for EPF/KWAP.

2021-12-02 10:49

i3kyan

newbie here, not really understand the latest news about the additional shares.. what will affect us ya? share price drop, eps drop, dividend lower, or ...?

2021-12-02 10:59

Brutus

@i3kyan, PP means additional shares. It is dilutive- hence EPS and dividends will be lower (if everything remains ie PAT).
However, if the company is growing (higher PAT) then it is healthy.
PP represents the "cheapest" funds raising option for the company instead of borrowings from the banks.
As a shareholder, would loved AXREIT offers Right Issues to existing shareholders to participate instead of just PP.

2021-12-02 11:07

i3kyan

@Brutus, thanks for the clarification.

2021-12-02 11:15

Nepo

Only now i realise why EPF keep dumping Axis shares in the open market past few days. It can push down the share price so that private placement to EPf at the lower price (RM 1.78)

Really unfair in the reality market. Only rich ones are being taking care of...

2021-12-02 12:03

PassionateInvestor

Thanks for the info @newbie2y

2021-12-02 12:15

Nalab72

Thank you Brutus

2021-12-02 15:47

Khai Zam

good to collect now and entitled for div later

2021-12-08 11:24

kevcha66

collected, waiting for div..

2021-12-08 14:50

kevcha66

Ex Date 14-Dec-2021
Entitlement Date 15-Dec-2021
Payment Date 14-Jan-2022

2021-12-08 14:51

kevcha66

(Fourth Interim Income Distribution of 2.03 sen per unit (of which 1.23 sen per unit is taxable and 0.80 sen per unit is non-taxable in the hands of the unitholders) in respect of the period from 1 October 2021 to 15 December 2021) Do we get the full 2.03 dividend?

2021-12-08 14:55

newbie2y

@keycha66, nope, 1.23sen needs to multiply 0.90 bcoz 10% of tax, though the 0.8sen is non taxable. so it is (1.23senx0.9)+(0.8sen)..

2021-12-13 20:15

valueplayer

Post removed.Why?

2021-12-14 11:34

Brutus

Wonder if AXREIT will offer another round of Dividend Reinvestment Plan early 2022?

2021-12-14 12:56

kevcha66

thks newbie2y

2021-12-17 17:31

Brutus

It is highly commendable that the AXREIT management declared an early distribution for FY21Q4. The timing of the private placement will only dilute FY22Q1 onwards distribution income, giving existing shareholders the "deserved" distribution.

2021-12-18 07:48

Nangkabusuk

With the dilution taking into account i reckoned the current price is not attractive enough

2021-12-20 15:54

Nepo

Instead of buying real property as an passive income investment which is troublesome to be managed by ourselves, an alternative way is to invest in Reit and Axis Reit is among the best stock pick.

If you have done that, then you can sit down and enjoy your coffee (divided)

2021-12-30 06:19

kpowersohai

mostly red today buy this reit remained green.

2022-01-06 20:16

zen_2k

is a disappointment if compared with ATRIUM

2022-01-20 00:27

kpowersohai

Super quarter result and new contract with shopee. Gonna fly tmrw. Hope tmrw got one last chance to collect cheap. Undervalued much!

2022-01-20 17:48

PassionateInvestor

No DRIP option this time around?

2022-01-20 18:01

newbie2y

ya, becoz they have distributed some income earlier (last mth i think) and also did a private placement last yr..anyway, another steady qr!

2022-01-20 22:50

PassionateInvestor

Alright then. There were some good news with Shoppee warehouse and all. Let see how that would translate to additional EPS and DPS in the future.

2022-01-22 09:21

i3kyan

may I know what means "which is non-taxable in the hands of the unitholders"? are we getting 0.38sen full, without any tax this round?

2022-01-26 17:55

Brutus

@i3kyan, Yes indeed, this round can get the full amount since there is no with holding tax this time.

2022-01-26 23:19

Nepo

Wondering why Epf is selling this stock?

2022-02-02 19:08

not_wendy

@StreetAnalyst good read

2022-02-07 22:22

StreetAnalyst

@not_wendy, thanks. new post regarding axis reit latest acquisition below:
https://streetanalystblog.wordpress.com/2022/02/26/axreit-estimation-n...

2 months ago

mokluhanj21

sometimes, i feel so terrol and master at trading and investing like Ray Dalio cos I read a lot but then when the macro wind change, i cry and forget i am terrol

this game is a game of emotions

counters like axis (boring, steady, slow but certain due to great focus, execution) are what we need to build long term value creation.

boring is good :)

2 months ago

kpowersohai

This stock is still vastly undervalued at this stock price now...revenue and net profit also been growing over past last 5 years. stable and decent growth business this is.

1 month ago

chives0210

good state to buy in? 1.84 long term collect

1 month ago

Brutus

Latest acquisition first 3 years rental yield is 6.67%! Good solid and sizeable acquisition!

1 month ago

remus

11-Apr-2022 AXIS REIT to acquire a logistics warehouse facility in Pelabuhan Tanjung Pelepas (PTP) Johor from Equalbase PTP Sdn Bhd (EPSB), formerly known as PALI PTP Sdn Bhd, for RM390 million.
https://www.thestar.com.my/business/business-news/2022/04/12/axis-reit...
The property, which was only built approximately three years ago, is situated on a 7.45ha subleased land.

How long is the leased land tenure? 30, 50, 70 ... 99 years?

1 month ago

Pinky

Anything below RM1.90 just buy and hold lo

This REIT is as close to A+ grade bond as you can get.

1 month ago

Brutus

Tomorrow AXREIT announcing their FY22Q1 report. Hoping for some solid dividends.

4 weeks ago

newbie2y

nice, another DRIP!

4 weeks ago

Brutus

Good solid QR! Awesome.

4 weeks ago

Pinky

Seems like Mr Market not too fond of this QR and divvy?

3 weeks ago

PassionateInvestor

Solid but not outstanding. IGB Reit at lower price dishes out higher div.

2 weeks ago

Pinky

But Axis is more stable

2 weeks ago

Post a Comment