【AMFIRST 5120 交流专区】大马第一产托

qqbattle999

leeccg 发表于 10-3-2013 11:24 PM
真的是见仁见智

amfirst 算是不错的reit 了。 还要更好。。。我还没找到。

股息是不错只是股价都不怎么升

js00897

qqbattle999 发表于 11-3-2013 08:58 AM
股息是不错只是股价都不怎么升

有看过那一个Reit 升很快的吗？

leeccg

马来西亚reit 的股价是很难起的，除了那些刚上不久的，好像，现在的 IGB reit, 也不怎么会动。

不正不正

leeccg 发表于 11-3-2013 10:38 PM
马来西亚reit 的股价是很难起的，除了那些刚上不久的，好像，现在的 IGB reit, 也不怎么会动。

igb reit ipo RM1.25，现在RM1.40， 刚宣布第一次派租金。

给点时间，租金要靠Inflation来逐月，逐年提升的。

单纯的孩子

js00897 发表于 11-3-2013 09:48 PM
有看过那一个Reit 升很快的吗？

有，CMMT

mseeker

我也是觉得amfirst很不错了。
过后还有arreit, uoareit 及 bsdreit
这四个是我心水reit。
慢慢增加持股中

alwinsywd0520

单纯的孩子 发表于 12-3-2013 10:13 PM
有，CMMT

认同，而且我也喜欢PAVREIT和SUNREIT

icy97

全年赚7420 万 大马第一产托派息3.65仙

财经新闻 财经  2013-05-02 12:54
（吉隆坡1日讯）大马第一产托（AMFirst，5120，主板产业信托股）截至2013年3月31日财年，营业额报1亿980万令吉，净利则报7420万令吉。

与上财年同期相比，全年营业额和净利分别上涨12.1%和12.6%。

根据文告，大马第一产托将在截至3月31日的6个月派发每单位3.65仙。

加上2012年12月派发的3.16仙，2013财年共派发每单位6.81仙。

市值7.4亿

大马第一产托总执行长林永平说，资产营运表现稳健、新收购产业带来进账，加上借贷下降节省利息成本，皆推动产托业绩。

截至今年3月31日，产托投资组合共有9项产业，总值12亿8000万令吉。

以每单位1.08令吉价格计算，大马第一产托市值达7亿4130万令吉（截至今年2月31日）。

林永平说：“发行新单位、资产负债表更强稳后，我们将透过收购和提升原有产业让产托持续增长。”[南洋网财经]

SUMMARY OF KEY FINANCIAL INFORMATION 31/03/2013

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		31/03/2013	31/03/2012	31/03/2013	31/03/2012
		$$'000	$$'000	$$'000	$$'000

1	Revenue	28,629	27,153	109,784	97,980
2	Profit/(loss) before tax	17,686	23,179	51,797	52,192
3	Profit/(loss) for the period	17,686	23,179	51,797	52,192
4	Profit/(loss) attributable to ordinary equity holders of the parent	17,686	23,179	51,797	52,192
5	Basic earnings/(loss) per share (Subunit)	2.58	5.40	8.69	12.17
6	Proposed/Declared dividend per share (Subunit)	3.65	4.83	6.81	9.31
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	1.2193		1.4400

icy97

AMFIRST REAL ESTATE INVESTMENT TRUST

EX-date	13/05/2013
Entitlement date	15/05/2013
Entitlement time	05:00:00 PM
Entitlement subject	Income Distribution
Entitlement description	Final income distribution of 3.65 sen per unit (of which 3.64 sen per unit is taxable and 0.01 sen per unit is tax exempt) in respect of six-month period ended 31 March 2013
Period of interest payment	01/10/2012 to 31/03/2013
Financial Year End	31/03/2013
Share transfer book & register of members will be	to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	Symphony Share Registrars Sdn Bhd Level 6, Symphony House Block D13, Pusat Dagangan Dana 1 Jalan PJU 1A/46 47301 Petaling Jaya Selangor Tel : 03 - 7841 8000 Fax : 03 - 7841 8008
Payment date	31/05/2013
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	15/05/2013
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)
Entitlement indicator	Currency
Currency	Malaysian Ringgit (MYR)
Entitlement in Currency	0.0365

icy97

AMFIRST REAL ESTATE INVESTMENT TRUST

Type	Announcement
Subject	TRANSACTIONS (CHAPTER 10 OF LISTING REQUIREMENTS) COMBINATION OF TRANSACTIONS
Description	Revaluation of investment properties pursuant to Clause 10.03 of the Securities Commission ("SC") on revised Guidelines on Real Estate Investment Trust ("REIT Guidelines") and Malaysian Financial Reporting Standard 140.
The Board of Directors of Am ARA REIT Managers Sdn Bhd, the Manager of AmFIRST Real Estate Investment Trust, wishes to announce that a revaluation exercise has been carried out on a list of properties, details of which are contained in the attachment. This announcement is dated 29 April 2013.

Attachments AmFIRST - Revaluation FYE 2013.pdf

anson9015

AMFIRST REAL ESTATE INVESTMENT TRUST

Type	Announcement
Subject	NET ASSET VALUE / INDICATIVE OPTIMUM PORTFOLIO VALUE
Description	NET ASSET VALUE ("NAV") PER UNIT AS AT 30 JUNE 2013.
The NAV per unit of AmFIRST Real Estate Investment Trust as at 30 June 2013 is RM1.2018.

anson9015

AGM 在明天，希望会有利好消息！

anson9015

AMFIRST REAL ESTATE INVESTMENT TRUST

Type of Meeting	AGM
Indicator	Outcome of Meeting
Date of Meeting	09/07/2013
Time	10:30 AM
Venue	Manhattan III, Level 14, Berjaya Times Square Hotel, Kuala Lumpur, No. 1, Jalan Imbi, 55100 Kuala Lumpur
Outcome of Meeting	AmFIRST Real Estate Investment Trust ("AmFIRST REIT") FIRST ANNUAL GENERAL MEETING ("First AGM") OF THE UNITHOLDERS OF AmFIRST REIT We refer to the announcement dated 30 May 2013 in relation to the Notice of the First AGM ("Notice"). All the resolutions as set out in the Notice were voted on a poll and were carried based on the following results from the Unit Registrar, Symphony Share Registrars Sdn Bhd and Scrutineers, Ernst & Young :- Special Business (1)  Ordinary Resolution No. 1       (i)  119,764,376 units (representing 99.85% present and voting) voted in favour; and       (ii) 183,670 units (representing 0.15% present and voting) voted against. (2)  Ordinary Resolution No. 2       (i)  119,764,376 units (representing 99.84% present and voting) voted in favour; and       (ii) 196,737 units (representing 0.16% present and voting) voted against. (3)  Two-Third Resolution No. 1        (i)  119,033,824 units (representing 96.33% of all unitholders at the meeting) voted in favour; and        (ii)  35,189 units (representing 0.03% of all unitholders at the meeting) voted against. (4)  Two-Third Resolution No. 2        (i)  119,038,954 units (representing 96.34% of all unitholders at the meeting) voted in favour; and        (ii)  30,059 units (representing 0.02% of all unitholders at the meeting) voted against. This announcement is dated 9 July 2013.

单纯的孩子

没有动静

anson9015

单纯的孩子 发表于 9-7-2013 08:48 PM
没有动静

要看万整的报告才会知道做了什么决定。

anson9015

有没有大大有参与AGM？
分享做了什么决定。？

anson9015

现任 CEO退位啦。

大马第一产托委代CEO

财经新闻 财经  2013-08-02 10:29
（吉隆坡1日讯）大马第一产托（AMFIRST，5120，主板产业信托股）管理公司宣布，委任祖海里为代总执行长。

该公司向马交所报备，其管理公司AmARA产托管理有限公司委任祖海里为代总执行长，8月1日起生效，取代以私人理由退休的林永平。

现年44岁的祖海里，2008年4月15日起就担任Am ARA的资产管理主管。

http://www.nanyang.com.my/node/553612?tid=462

Type	Announcement
Subject	OTHERS
Description	Am ARA REIT Managers Sdn Bhd, the Manager of AmFIRST Real Estate Investment Trust - Appointment of Acting Chief Executive Officer
Am ARA REIT Managers  Sdn Bhd (“Am ARA”), the Manager of AmFIRST Real Estate Investment Trust (“AmFIRST”) is pleased to announce the appointment of Encik Zuhairy bin Md Isa ("Encik Zuhairy") as its Acting Chief Executive Officer (“CEO”) with effect from 1 August 2013. Encik Zuhairy will replace the out-going CEO, Mr. Lim Yoon Peng who would be retiring due to personal reasons. Mr. Lim has been the CEO of Am ARA since 15 August 2008 and was instrumental in growing the asset base of AmFIRST  to RM1.28 billion as at 31 March 2013, a significant increase of 53%. During his tenure, AmFIRST undertook a rights issue exercise to strengthen the balance sheet via reduction in gearing to a manageable level to enable AmFIRST to grow its assets under management. Am ARA welcomes Encik Zuhairy as its Acting CEO taking on from his present position as the Head of Asset Management of Am ARA since 15 April 2008 having been responsible for overseeing property management, marketing and leasing, and the implementation of organic growth strategies to enhance the performance of AmFIRST’s portfolio via asset enhancement initiatives. Over the years, he has acquired in-depth experience and expertise in the areas of asset management, acquisition, risk and compliance as well as participated in investor relations and strategic corporate exercises. He will continue to drive the growth strategies of AmFIRST. This announcement is dated 31 July 2013.

Date of change	01/08/2013
Name	Lim Yoon Peng
Age	57
Nationality	Malaysian
Type of change	Retirement
Designation	Chief Executive Officer
Qualifications	N/A
Working experience and occupation	N/A
Directorship of public companies (if any)
Family relationship with any director and/or major shareholder of the listed issuer	Nil
Any conflict of interests that he/she has with the listed issuer or its subsidiaries	Nil
Details of any interest in the securities of the listed issuer or its subsidiaries	Deemed interested in 92,000 units by virtue of his spouse's unitholding in AmFIRST REIT.

Date of change	01/08/2013
Name	Zuhairy bin Md. Isa
Age	44
Nationality	Malaysian
Type of change	Appointment
Designation	Chief Executive Officer
Qualifications	Professional Diploma in Town Planning Bachelor of Arts (Hons.) in Town Planning
Working experience and occupation	Head, Asset Management of Am ARA REIT Managers Sdn Bhd ("Am ARA") since 15 April 2008 overseeing property management, marketing and leasing, and implementation of organic growth strategies, planning and implementing asset enhancement initiatives. Encik Zuhairy has more than 15 years of related working experience prior to joining Am ARA with last position as Assistant Vice-President II of MIDF Property Berhad, heading the Leasing and Marketing Department for Klang Valley region.
Directorship of public companies (if any)	Nil
Family relationship with any director and/or major shareholder of the listed issuer	Nil
Any conflict of interests that he/she has with the listed issuer or its subsidiaries	Nil
Details of any interest in the securities of the listed issuer or its subsidiaries	7,400 units [held under Malacca Equity Nominees (Tempatan) Sdn Bhd]

icy97

SUMMARY OF KEY FINANCIAL INFORMATION 30/06/2013

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/06/2013	30/06/2012	30/06/2013	30/06/2012
		$$'000	$$'000	$$'000	$$'000

1	Revenue	28,445	26,610	28,445	26,610
2	Profit/(loss) before tax	13,084	9,817	13,084	9,817
3	Profit/(loss) for the period	13,084	9,817	13,084	9,817
4	Profit/(loss) attributable to ordinary equity holders of the parent	13,084	9,817	13,084	9,817
5	Basic earnings/(loss) per share (Subunit)	1.91	2.29	1.91	2.29
6	Proposed/Declared dividend per share (Subunit)	0.00	0.00	0.00	0.00
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	1.2018		1.2193

icy97

大马第一产托次季派息3.65仙

财经新闻 财经  2013-11-07 12:52
（吉隆坡6日讯）在整体产业组合带动下，大马第一产托（AMFIRST，5120，主板产业信托股）截至9月30日止次季内，净利按年微增1.5%至1226万8000令吉，上财年为1208万7000令吉。

该公司向马交所报备，次季内，在于去年11月1日收购完毕的Tun Sri Lanang大厦（也成为Jaya99）收入贡献带动下，大马第一产托营业额达2780万5000令吉，按年扬3.63%，上财年为2683万令吉。

在首半年，大马第一产托净利达2535万1000令吉，增长15.74%，上财年是2190万4000令吉；营业额则达5625万令吉，增长率5.26%，5344万令吉。

收入增加，加上以附加股筹资后银行贷款偿还减少节省利息开销，该公司派发更高的收入分配，在第二季派发每单位收入分配3.65仙。[南洋网财经]

SUMMARY OF KEY FINANCIAL INFORMATION 30/09/2013

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/09/2013	30/09/2012	30/09/2013	30/09/2012
		$$'000	$$'000	$$'000	$$'000

1	Revenue	27,805	26,830	56,250	53,440
2	Profit/(loss) before tax	12,268	12,087	25,351	21,904
3	Profit/(loss) for the period	12,268	12,087	25,351	21,904
4	Profit/(loss) attributable to ordinary equity holders of the parent	12,268	12,087	25,351	21,904
5	Basic earnings/(loss) per share (Subunit)	1.79	2.07	3.69	4.33
6	Proposed/Declared dividend per share (Subunit)	3.65	3.16	3.65	3.16
		AS AT END OF CURRENT QUARTER		AS AT PRECEDING FINANCIAL YEAR END
7	Net assets per share attributable to ordinary equity holders of the parent ($$)	1.2197		1.2193

icy97

AMFIRST REAL ESTATE INVESTMENT TRUST

EX-date	19/11/2013
Entitlement date	21/11/2013
Entitlement time	05:00:00 PM
Entitlement subject	Income Distribution
Entitlement description	Interim income distribution of 3.65 sen per unit (of which 3.64 sen per unit is taxable and 0.01 sen per unit is tax exempt) in respect of six-month financial period ended 30 September 2013.
Period of interest payment	01/04/2013 to 30/09/2013
Financial Year End	31/03/2014
Share transfer book & register of members will be	to closed from (both dates inclusive) for the purpose of determining the entitlements
Registrar's name ,address, telephone no	Symphony Share Registrars Sdn Bhd Level 6, Symphony House Block D13, Pusat Dagangan Dana 1 Jalan PJU 1A/46 47301 Petaling Jaya Selangor Tel : 03 - 7841 8000 Fax : 03 - 7841 8008
Payment date	05/12/2013
a.Securities transferred into the Depositor's Securities Account before 4:00 pm in respect of transfers	21/11/2013
b.Securities deposited into the Depositor's Securities Account before 12:30 pm in respect of securities exempted from mandatory deposit
c. Securities bought on the Exchange on a cum entitlement basis according to the Rules of the Exchange.
Number of new shares/securities issued (units) (If applicable)
Entitlement indicator	Currency
Currency	Malaysian Ringgit (MYR)
Entitlement in Currency	0.0365