axreit 收購三工業產業積極擴展，詳情請看

在分析這三件產業之前，先看看axreit的最新季度報告：

		INDIVIDUAL PERIOD		CUMULATIVE PERIOD
		CURRENT YEAR QUARTER	PRECEDING YEAR CORRESPONDING QUARTER	CURRENT YEAR TO DATE	PRECEDING YEAR CORRESPONDING PERIOD
		30/06/2014	30/06/2013	30/06/2014	30/06/2013
		$$'000	$$'000	$$'000	$$'000
1	Revenue	35,085	35,475	70,681	70,480
2	Profit/(loss) before tax	21,885	24,375	44,276	45,247
3	Profit/(loss) for the period	21,885	24,375	44,276	45,247
4	Profit/(loss) attributable to ordinary equity holders of the parent	21,885	24,375	44,276	45,247
5	Basic earnings/(loss) per share (Subunit)	4.75	5.33	9.60	9.90
6	Proposed/Declared dividend per share (Subunit)	5.30	4.60	10.60	9.10
		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 ($$)	2.2313		2.2302

revenue 下挫 1%， profit 下挫 10.2%， 但是為什麽派息卻比去年多出 0.7cent/ unit？這多出的portion其實是之前axreit買了axis plaza 後回退給股東的，其實axreit這個季度確實是比去年的同季度差，但是axreit最近收購了三間新產業，詳情請看：

axreit這次收購的產業分別為： SADC 3, SADC　2，　Axis MRO hub, 它們都坐落在shah alam

1) SADC 3

Land Area : Approximately 23 acres Gross
floor area : Total – approx 694,000 sf : Building A & B – approx 362,000 sf (Konsortium Logistik) :  Building C – approx 331,000 sf (LF Logistics)
Land Tenure : Freehold
Occupancy : 100%
Solar panel leases : Approx 297,000sf of roof space
Purchase Price : RM183 million
Projected initial net yield : 7.06%
monthly rental: RM1.2mil

2) SADC 2

Land Area : Approximately 6 acres
Gross floor area : 171,650 sf
Land Tenure : Leasehold expiring 8 August 2066
Occupancy : 100%
Solar panel leases : Approx 145,000sf of roof space
Purchase Price : RM45 million
Projected initial net yield : 7.0%

monthly rental: RM263040

Axis MRO hub

 Land Area : Approximately 3 acres 
Gross floor area : Total – approx 172,000 sf 
Land Tenure : Leasehold – exp 12 Jan 2086 
Occupancy : 100% 
Purchase Price : RM52.5 million
Projected initial net yield : 7.07%
monthly rental: RM308,000

其實這三間產業都是axreit向大股東TEW PENG HWEE @ TEOH PENG HWEE購買，而他當然也是axreit的director 之一。不幸的是，這三間產業的rental yield都大約是7%， axreit的gross rental yield是10.75%， nett rental yield 則是9%， 7%略低於平均，但是長期來看還是趨向正面。收購這三間產業的資金將由貸款與現金支付，各位股東的股權沒絲毫變動，axreit公司貸款將會從RM505mil 揚升至RM789mil, gearing 從32% 上升至42%

除了以上3個產業，axreit還有兩個產業正在收購過程當中，分別坐落在johor價值RM153mil的工業產業和坐落於檳城價值RM38mil的工業產業。公司預測完成這5個產業收購後，每年將增加RM2.1cen/unit的派息。

此外，公司還宣布正在協商2個工業產業，總值RM97mil, 至於你問我為什麼公司這麼有錢，不斷收購產業，我想這跟他們的股息再投資計劃有很大的關係 ：）

我不掩飾axreit是uncle jim最感興趣的malaysia reit之一，口水流了很久, bear bear 快點來～～

如果你觉得malaysiareit不错，请在webstie的右上角给我们一个like吧！

你可能有興趣：

axreit發聲明：從未與sime談併購

sime 有意收購 axreit?

axreit's IDRP 增加新unit, 到底什麼是IDRP？

axreit 31/3/2014 quarter report