AIMS APAC REIT *Official* (SGX:O5RU)

[tanjiakpeng]

Word of advise, if before fed hike already hit 52weeks low better see see look look more first?

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priced for hike liao leh. no meh?

 

[Android user]

priced for hike liao leh. no meh?

Maybe, but then quite scary this reit actually form new 52 weeks low right? No sure if this is the only reit that form new or reach 52 weeks low, if it is why hike only this 1 form new 52 weeks low?

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[Android user]

now den u all say abit too late lah... before i buy i ask, u all nv say liddat. lol, no decision reversal liao. im committed to aareit

Don't need stress bro, if reit not performing keep for dividend. If you still don't like, see which quarter they give highest dividend then exit before xd.

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[Layers]

Maybe, but then quite scary this reit actually form new 52 weeks low right? No sure if this is the only reit that form new or reach 52 weeks low, if it is why hike only this 1 form new 52 weeks low?

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soilbuild also new 52wk low. But they are not performing in the first place

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[Layers]

Don't need stress bro, if reit not performing keep for dividend. If you still don't like, see which quarter they give highest dividend then exit before xd.

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big part of portfolio. But will nibble Ard 1.23 if it ever go there

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[Android user]

soilbuild also new 52wk low. But they are not performing in the first place

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So amps amp and soilbuild not favorable, Cambridge favorable. Interesting why market feel that way.

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[pinnacle_star]

So amps amp and soilbuild not favorable, Cambridge favorable. Interesting why market feel that way.

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Cambridge for property lease is quite old might expire in 10yr..

 

[pinnacle_star]

https://www.fool.sg/2016/10/28/late...capital-industrial-reit-a-tough-market-ahead/

In the earnings release, AA REIT commented that the industrial leasing market “will continue to remain challenging in the short term as rents and occupancies continue to be under pressure” as a result of “the weak economic climate and industrial oversupply situation in Singapore.”

Koh Wee Lih, the chief executive of AA REIT’s manager, had some thoughts to share on the REIT’s future plans:

“Our top priority is tenant retention as part of our active lease management strategy, while we continue to explore opportunities to unlock organic growth and seek risk-adjusted yield accretive investments. We also continue to manage risk through a prudent capital management and diversification across our portfolio of 26 properties”.


Financial highlights

For the quarter, gross revenue declined 4.3% year-on-year to S$29.9 million from S$31.3 million.
The drop in revenue flowed through to net property income (NPI), which decreased 6.9% to S$19.3 million.
Distributable income was S$17.5 million, down 1.4% from the S$17.8 million seen in the same period last year. Consequently, distributions per unit (DPU) ticked downwards by 1.8% from 2.80 cents to 2.75 cents.
AA REIT’s net asset value (NAV) per unit declined 3.2% from S$1.52 a year ago to S$1.47.
Moving on to the balance sheet, AA REIT’s aggregate leverage clocked in at 34% in the reporting quarter, up from 30.9% over the same period the year before. The REIT’s total debt had increased from S$448.4 million to S$501.9 million.
Meanwhile, AA REIT managed to increase its interest cover ratio marginally from 4.8 times a year ago to 4.9 times. The total cost of its debt had also reduced from 4.5% to 3.9%.
The REIT has no debt due on FY2017, but will see 23% of its total borrowings come due in FY2018. Investors may want to watch the REIT’s progress in refinancing its borrowings.

 

[mcsane]

Dish huan ish reli sibei jiarak.

 

[mcsane]

Tdy bull luan but investors hum. High 8% div no scared!

 

[TheIntelligentInvestor]

Nibble more at this price. Div yield > 8%.

 

[tanjiakpeng]

this counter same as cache log trust.

cui gao lao sai

 

[Average]

Nibble more at this price. Div yield > 8%.

just bot 1.285 recently... dk can add anot

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[Average]

this counter same as cache log trust.

cui gao lao sai

yea i scared like cache, forever high yield

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[SeVenn]

yea i scared like cache, forever high yield

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But Cache making losses right? Cannot compare.

 

[Jazzbie]

Just to share, occupancy is dropping y-o-y with warehousing the main cause which is also their primary assets. Last quarter had -11% rental reversion. Does not bode well with another 30% lease due next year.

 

[pinnacle_star]

 

[Mancunian2]

yea i scared like cache, forever high yield

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AIM AMP was once a shunned REIT , their fortunes and reputation only changed in recent years

I remember buying them at just below $1 and it was yielding 10%
from then till now , DPU grew ~10%, but unit price is up 30-40%

it is all about market perceptions and speculative elements that determines the market price actions

 

[endlssorrow]

so many less than 2 lot? like that commission tio eat gao gao????

 

[Android user]

so many less than 2 lot? like that commission tio eat gao gao????

End of day will calculate as 1 deal

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