(**Update-20200516am)
未來數星期新加坡股及美股的業績公佈如下, 會不定期更新及參考一下疫情對公司的影響。
(Singapore, in S$ mainly)
12/5: CNNU (Financial and operational update for Q1 2020)
Result: I believe the result is better than the expectation.
12/5: O5RU (before trading)
Result: DPU=2 cents Vs 2.5 cents in Q3 2020. Result indeed is not bad.
12/5: BMGU
Result
12/5: BWCU
Result
13/5: UD1U
Result: Not much information were disclosed
13/5: BUOU, J69U, ACV announces to change to Half-Yearly reporting (DPU distributed twice a year). Business will be updated every quarter.
14/5: CRPU (before trading)
Result: DPU=$1.334 cents Vs $1.656 cents in Q1 2019
14/5: SK6U announces to change to Half-Yearly reporting (DPU distributed twice a year). Business will be updated every quarter.
15/5: LIW
Result: Do not buy until the recovery of the world
(US stock)
---
---
===========================
(Singapore, in S$ mainly)
1/4: SK6U (DPU=$0.3 cent, Vs $1.41 cents in Q2 FY2019, Vs $1.38 cents in Q1 FY2020)
20/4: A7RU
Result: DPU=$0.0093, same as Q4 2019 and Q1 2019
20/4: CMOU (update key business and operation)
Result: Income available for distn (US$M): 14.4 Vs 12.4- Q1 2019, 似不受疫情影響
21/4: AJBU (update key business and operation)
Result: DPU=$0.02085 Vs $0.0192 in Q1 2019, NAV=$1.15 Vs $1.14 (31 Dec 2019)
22/4: C2PU(before trading)
Result: DPU=$0.032 Vs $0.0328 in Q1 2019, Gearing=38.5% Vs 37.1% in Dec 31 2019
22/4: T82U (before trading)
Result: DPU=$0.0176 Vs $0.02434 in Q1 2019, NAV=$2.057 Vs $2.126 in Dec 31 2019
22/4: N2IU
Result: DPU=$0.0091 Vs $0.0231 in Q4 2018/19, due to retained certain amount of distribution. The influence of VivoCity is obvious (nearly a half of NPI)
Change to pay DPU half-yearly basis
22/4: K71U
Result: DPU=$0.014 Vs $0.0139 in Q1 2019. Will pay DPU half-yearly (announced in March)
Global streaming paid memberships 182.86M (+22.8% Y/Y) vs. guidance of 174.09M, net addition 15.77M.
23/4: J69U (before trading)
Result: DPU=$1.61 cents Vs 3.137 cents in Q2 2019, NAV=$2.21 (31 Mar 2020)
23/4: J91U (before trading)
Result: DPU=$0.5 cent Vs 1.007 cents in Q1 2019, NPI ($million): 41 Vs 48.6 in Q1 2019
23/4: AU8U (before trading) (Business update)
Result: Tenants' Sales dropped from ~1200 (RMB mil) in Q1 2019 to ~700 (RMB mil) in Q1 2020
(Change to Half-Yearly Reporting)
23/4: M44U
Result: DPU=$2.048 cents Vs 2.024 cents in Q4 2019, NAV=$1.21 Vs 1.17 in 31 Mar 2019
24/4: J85
Result: NPI($'000)=19,556 Vs 33,770 in Q1 2019, Gearing=37.4% Vs 35.4% at 31 Dec 2019
27/4: ME8U
Result: DPU=2.85 cents Vs 3.08 cents in Q4 2019, Vs 3.16 in Q3 2020, NAV=$1.62 Vs 1.58 in 31 Dec 2019, Aggregate leverage ratio=37.6% Vs 34.1% in 31 Dec 2019
27/4: CY6U (Business updates)
Result: Gearing: 28%, Indeed not much latest information can be found in the ppt.
28/4: OXMU
Result: Q1 (Actual Distn income (US$'000) 17,601 Vs projection-15,592)
28/4: A17U (Business update)
Result: Leverage=36.2% Vs 35.1% at 31 Dec 2019, proposed DPU~3 cents (NAV=$2.18 - Adjusted NAV=$2.15 -> 3 cents), similar as 31 Dec 2019
30/4: BUOU (before trading)
Result: DPU=1.73 Vs 1.76 in Q2 2019 (currency risk), 業績很不錯了, 和ND8U合併完成
30/4: C38U
Result: NPI (S$'000) 148,300 Vs 140,098 in Q1 2019, DPU=0.85 cents Vs 2.88 cents <- 短線救租戶, 做法和其他REITS一樣, 但規模比較大, 無法避免
30/4: Q5T (Business Update)
Result: NPI(S$'000) 19,864 Vs 25,071 in Q1 2019, NAV=0.85, 暫仍然不樂觀
29/4: RW0U
Result: DPU=1.5666 cents Vs 1.671 in Q3 2020, Vs 1.956 in Q4 2019, NAV=1.412
29/4: C61U
Result: DPU=1.65 cents Vs 2.2 cents in Q1 2019 (due to retention)
5/5: JYEU (before trading)
Result: DPU=1.28 cents Vs 1.27 cents (forecast), NAV=$0.82
5/5: TS0U
Result: NAV=$0.61, NO DIVIDEND distributed!
8/5: BTOU (before trading)
Result: 無特別資料, 但應該不會好, 暫時不會買回
Result: DPS=0.3137 cents Vs 0.9846 cents in Q2 2019, 基本上酒店業的REITS不宜買入, 要待黎明來到。
===
(US stock, in US time) (EPS, FCF, guidance)
22/4: NFLX
Result: Q1 GAAP EPS of $1.57 misses by $0.07.
22/4: NEE
Result: Q1 Non-GAAP EPS of $2.38 beats by $0.14; GAAP EPS of $0.86 misses by $1.40.
Result1: maintaining its previous FY 2020 EPS guidance of $8.70-$9.20, in line with $9.07 analyst consensus estimate.
(28/4-1/5/2020)
28/4: QTS (Q1 FFO beats by $0.01, beat on revenue)
Result
28/4: ECL (Non-GAAP beats by $0.07, stock price rised)
Result
28/4: MSCI (Non-GAAP beats by $0.21, revenue in-line, stock price dropped)
Result
28/4: PAYC (業績優於預期, 升左一成二)
Result
28/4: GOOG
Result
28/4: AMD
Result
28/4: MASI <- 英SIR愛股, 基本上無敵
Result
29/4: CONE
Result
29/4: MSFT
Result
29/4: FB
Result
29/4: TSLA
Result
29/4: NOW
Result
29/4: AMT (before trading) (好過預期都回跌)
Result
29/4: MA (before trading) (adjusted EPS $1.83, beat $1.73 analyst estimate, market rised over 6%)
Result
30/4: V: Non-GAAP EPS beats by $0.04, Revenue beats by $100M
Result
30/4: AAPL: Services all-time record, but do not disclose guidance, post-market dropped a bit
Result
30/4: CCI: miss FFO and revenue, but try to deliver long-term dividend growth
Result
30/4: AMZN: GAAP EPS missed by $1.1
Result
30/4: MCD
Result
30/4: MCO
Result
1/5: WPC (before trading)
(4/5-8/5/2020)
4/5: BRK.B, O
7/5: QLYS
Result
7/5: EQIX
Result: Q1 FFO missed by $0.39, Revenue in-line
7/5: OTIS
8/5: DLR
Result: Q1 FFO beats by $0.05, Revenue misses by $141.3M, guidance disappointed
22/5: BABA
22/5: NVDA
29/5: WDAY
29/5: CRM
12/6: ADBE
25/6: NKE
==
個人就想看看MSFT, V, MA 業績怎樣再考慮繼續增持或再定投資策略。
==
歡迎支持到尾, 若喜歡文章, 請按like 及留言討論。
(Singapore, in S$ mainly)
1/4: SK6U (DPU=$0.3 cent, Vs $1.41 cents in Q2 FY2019, Vs $1.38 cents in Q1 FY2020)
20/4: A7RU
Result: DPU=$0.0093, same as Q4 2019 and Q1 2019
20/4: CMOU (update key business and operation)
Result: Income available for distn (US$M): 14.4 Vs 12.4- Q1 2019, 似不受疫情影響
21/4: AJBU (update key business and operation)
Result: DPU=$0.02085 Vs $0.0192 in Q1 2019, NAV=$1.15 Vs $1.14 (31 Dec 2019)
22/4: C2PU(before trading)
Result: DPU=$0.032 Vs $0.0328 in Q1 2019, Gearing=38.5% Vs 37.1% in Dec 31 2019
22/4: T82U (before trading)
Result: DPU=$0.0176 Vs $0.02434 in Q1 2019, NAV=$2.057 Vs $2.126 in Dec 31 2019
22/4: N2IU
Result: DPU=$0.0091 Vs $0.0231 in Q4 2018/19, due to retained certain amount of distribution. The influence of VivoCity is obvious (nearly a half of NPI)
Change to pay DPU half-yearly basis
22/4: K71U
Result: DPU=$0.014 Vs $0.0139 in Q1 2019. Will pay DPU half-yearly (announced in March)
Global streaming paid memberships 182.86M (+22.8% Y/Y) vs. guidance of 174.09M, net addition 15.77M.
23/4: J69U (before trading)
Result: DPU=$1.61 cents Vs 3.137 cents in Q2 2019, NAV=$2.21 (31 Mar 2020)
23/4: J91U (before trading)
Result: DPU=$0.5 cent Vs 1.007 cents in Q1 2019, NPI ($million): 41 Vs 48.6 in Q1 2019
23/4: AU8U (before trading) (Business update)
Result: Tenants' Sales dropped from ~1200 (RMB mil) in Q1 2019 to ~700 (RMB mil) in Q1 2020
(Change to Half-Yearly Reporting)
23/4: M44U
Result: DPU=$2.048 cents Vs 2.024 cents in Q4 2019, NAV=$1.21 Vs 1.17 in 31 Mar 2019
24/4: J85
Result: NPI($'000)=19,556 Vs 33,770 in Q1 2019, Gearing=37.4% Vs 35.4% at 31 Dec 2019
27/4: ME8U
Result: DPU=2.85 cents Vs 3.08 cents in Q4 2019, Vs 3.16 in Q3 2020, NAV=$1.62 Vs 1.58 in 31 Dec 2019, Aggregate leverage ratio=37.6% Vs 34.1% in 31 Dec 2019
27/4: CY6U (Business updates)
Result: Gearing: 28%, Indeed not much latest information can be found in the ppt.
28/4: OXMU
Result: Q1 (Actual Distn income (US$'000) 17,601 Vs projection-15,592)
28/4: A17U (Business update)
Result: Leverage=36.2% Vs 35.1% at 31 Dec 2019, proposed DPU~3 cents (NAV=$2.18 - Adjusted NAV=$2.15 -> 3 cents), similar as 31 Dec 2019
30/4: BUOU (before trading)
Result: DPU=1.73 Vs 1.76 in Q2 2019 (currency risk), 業績很不錯了, 和ND8U合併完成
30/4: C38U
Result: NPI (S$'000) 148,300 Vs 140,098 in Q1 2019, DPU=0.85 cents Vs 2.88 cents <- 短線救租戶, 做法和其他REITS一樣, 但規模比較大, 無法避免
30/4: Q5T (Business Update)
Result: NPI(S$'000) 19,864 Vs 25,071 in Q1 2019, NAV=0.85, 暫仍然不樂觀
29/4: RW0U
Result: DPU=1.5666 cents Vs 1.671 in Q3 2020, Vs 1.956 in Q4 2019, NAV=1.412
29/4: C61U
Result: DPU=1.65 cents Vs 2.2 cents in Q1 2019 (due to retention)
5/5: JYEU (before trading)
Result: DPU=1.28 cents Vs 1.27 cents (forecast), NAV=$0.82
5/5: TS0U
Result: NAV=$0.61, NO DIVIDEND distributed!
8/5: BTOU (before trading)
Result: 無特別資料, 但應該不會好, 暫時不會買回
8/5: XZL (before trading)
8/5: ACVResult: DPS=0.3137 cents Vs 0.9846 cents in Q2 2019, 基本上酒店業的REITS不宜買入, 要待黎明來到。
===
(US stock, in US time) (EPS, FCF, guidance)
22/4: NFLX
Result: Q1 GAAP EPS of $1.57 misses by $0.07.
22/4: NEE
Result: Q1 Non-GAAP EPS of $2.38 beats by $0.14; GAAP EPS of $0.86 misses by $1.40.
Result1: maintaining its previous FY 2020 EPS guidance of $8.70-$9.20, in line with $9.07 analyst consensus estimate.
(28/4-1/5/2020)
28/4: QTS (Q1 FFO beats by $0.01, beat on revenue)
Result
28/4: ECL (Non-GAAP beats by $0.07, stock price rised)
Result
28/4: MSCI (Non-GAAP beats by $0.21, revenue in-line, stock price dropped)
Result
28/4: PAYC (業績優於預期, 升左一成二)
Result
28/4: GOOG
Result
28/4: AMD
Result
28/4: MASI <- 英SIR愛股, 基本上無敵
Result
29/4: CONE
Result
29/4: MSFT
Result
29/4: FB
Result
29/4: TSLA
Result
29/4: NOW
Result
29/4: AMT (before trading) (好過預期都回跌)
Result
29/4: MA (before trading) (adjusted EPS $1.83, beat $1.73 analyst estimate, market rised over 6%)
Result
30/4: V: Non-GAAP EPS beats by $0.04, Revenue beats by $100M
Result
30/4: AAPL: Services all-time record, but do not disclose guidance, post-market dropped a bit
Result
30/4: CCI: miss FFO and revenue, but try to deliver long-term dividend growth
Result
30/4: AMZN: GAAP EPS missed by $1.1
Result
30/4: MCD
Result
30/4: MCO
Result
1/5: WPC (before trading)
(4/5-8/5/2020)
4/5: BRK.B, O
4/5: FIVN
5/5: PIN
Result
5/5: RSG
Result: Non-GAAP EPS beats by $0.02, Revenue beats by $20M, result looks positive and rise in post-market
5/5: RSG
Result: Non-GAAP EPS beats by $0.02, Revenue beats by $20M, result looks positive and rise in post-market
6/5: SHOP (before trading)
6/5: CDW (before trading)
7/5: QLYS
Result
7/5: EQIX
Result: Q1 FFO missed by $0.39, Revenue in-line
7/5: OTIS
Result: Q1 Non-GAAP EPS beats by $0.14, GAAP EPS misses by $0.08, Revenue missed by %60M, Dividend declares $0.2 quarterly, yield~1.66%
8/5: DLR
Result: Q1 FFO beats by $0.05, Revenue misses by $141.3M, guidance disappointed
22/5: NVDA
29/5: WDAY
29/5: CRM
12/6: ADBE
25/6: NKE
==
個人就想看看MSFT, V, MA 業績怎樣再考慮繼續增持或再定投資策略。
==
歡迎支持到尾, 若喜歡文章, 請按like 及留言討論。
20/4: A7RU (DPU=$0.093, same as Q4 2019 and Q1 2019) - 業務是必要, DPU不受疫情影響。
回覆刪除呢隻都有留意, 但睇到過往幾年派息好似唔係好穩定時多時少
刪除近幾年似乎找到出路, 收購資產, 又將非核心賣出, 幾年DPU穩定, 只是股價不穩定而已。。
刪除21/4: AJBU (update key business and operation)
回覆刪除DPU=$0.02085 Vs $0.0192 in Q1 2019, NAV=$1.15 Vs $1.14 (31 Dec 2019)
疫情下繼續有增長, 估值貴是有原因。
22/4: C2PU(before trading)
回覆刪除Result: DPU=$0.032 Vs $0.0328 in Q1 2019, Gearing=38.5% Vs 37.1% in Dec 31 2019
基本上是平穩增長, 高估值是有原因
22/4: T82U (before trading)
Result: DPU=$0.0176 Vs $0.02434 in Q1 2019, NAV=$2.057 Vs $2.126 in Dec 31 2019
office 收入平穩, 但retail, convention 部份就下跌嚴重
Suntec is quite good but am a bit conservative regarding the retail and convention sector while the office is expected to perform well with the completion of new buildings in both SG and Australia.
刪除Will consider to buy some at lower levels.
The information above is not in details. I think you may refer the opinion from other blogger as well
刪除https://www.thesingaporeaninvestor.sg/2020/04/22/my-thoughts-about-suntec-reits-latest-q1-fy2020-results/
https://mysweetretirement.com/suntec-reit-dpu-fell-27-7-due-to-covid-19/
Office part is stable but retail part is expected to be lower. It is time to show the ability of management party. At least they retain certain amount of money in coming quarter. It is not bad from my point of view.
MCT just released its full year results.....
回覆刪除So horrible. Leave me totally wordless to describe its DPU
What is your view on this reit?
What do you expect indeed? The proportion of NPI by VivoCity (mall, retail) is nearly a half. And same strategy as T82U, certain amount of money is retained to prepare the worst scenario in coming quarters.
刪除Personally I like this REITS due to the value of properties. But the current situation in the world is really worse in the past 10-20 years. I will keep holding and see the changes in future.
Let us see the market reaction tomorrow.
Yes seems like the retail is in great distress now. A bit worried to see the results of pure retail reit.
刪除Yes result of C38U, J69U may not be a good result in these 2-3 quarters
刪除Also, just bought some Capitaland C31 today at closing price as the reits seem to be quite risky.
回覆刪除I have little understanding about C31U. You may buy or not buy in this stage. It is quite uncertain. Unless you know the potential growth or the property is undervalued, holding certain of cash is not a bad choice.
刪除美股: NEE 業績算很不錯, future guidance 都跟到, 但近排油價低迷可能會有所衝擊, 繼續小注持有
回覆刪除新加坡股: 晚上公佈N2IU業績, DPU比較少, 公司要預備資金應對未來疫情, 另外VivoCity 佔比很大, 會對收入有較大的影響。
23/4: J69U (before trading)
回覆刪除Result: DPU=$1.61 cents Vs 3.137 cents in Q2 2019, NAV=$2.21 (31 Mar 2020)
可派現金是增加了, 但要預留資金應付未來quarters 的變化
23/4: J91U (before trading)
Result: DPU=$0.5 cent Vs 1.007 cents in Q1 2019, NPI ($million): 41 Vs 48.6 in Q1 2019
收入少了而且要預錢應付未來quarter
23/4: AU8U 就沒有太多資訊,不過都是下跌為主
23/4: M44U (DPU=$2.048 cents Vs 2.024 cents in Q4 2019, NAV=$1.21 Vs 1.17 in 31 Mar 2019)
回覆刪除看似不受疫情影響, 仍然是長期值得持有的一員
Yes this report is quite satisfactory in face of the challenging operational environment. hope to add some at a lower price.
回覆刪除Hope so. Better to have certain portion in the portfolio and wait if any lower price may appear in future.
刪除https://www.mapletreeindustrialtrust.com/~/media/MIT/Newsroom/Announcements/2020/Apr/20200427_4QFY19%20Results_Slides.pdf
回覆刪除ME8U出左Q4 業績，可分派收入有升但DPU跌左
剛剛更新完, 做法和其他REITS一樣, 預備部份資金應對未來兩季情況, 個人認為已很不錯, 保留資金不算太多
刪除沒錯，我都剛剛見到點解留起左舊錢唔派
刪除我就咁唸, 做法都合理, 做生意還是看長遠一點, 現在你幫人, 未來就可能別人幫你
刪除A17U, OXMU 公佈少量營運數據, 收入影響似乎不大, 但預期會減派DPU
回覆刪除AJBU受母公司減持, 所以今日在接近歷史新高回3%左右
==
美股
ECL 似乎業績對板, 但MSCI可能收入持平股價受壓
MA 業績公佈後上升6%, Visa 也有受惠
回覆刪除off topic想請教，如何在網誌內放 Google廣告位，以賺取廣告收入？謝謝
回覆刪除用adsense
刪除https://www.google.com/adsense/start/
申請等GOOGLE去APPROVE個網站是否可以賣廣告, 我估YOU SIR網應該無問題, 試下無壞
搞掂左我再俾少少貼士你怎樣用廣告, 血的教訓來
美股業績, 大型如MSFT, FB交足功課
回覆刪除TSLA有盈利又是強
SERVICENOW也交足功課
==
新加坡股, BUOU 很好, 做物流受的影響確實比較少
C38U預期之內地差, 但要在此水平再差下去, 個人覺得機會不大
C38U is quite bad.
回覆刪除Holding some BUOU, quite satisfied
Still c38u is related to retail. The result is expected. The important point is the future improvement.
刪除Hi Ed, Thoughts on IRM? Hidden DC play?
回覆刪除https://seekingalpha.com/amp/article/4341721-iron-mountain-is-next-big-data-center-reit
Thanks for your suggestion. I am not quite sure. Maybe those 5 data centre REITS EQIX, DLR, COR, CONE, QTS are the major players. And RIM may be a potential company. Need to wait and see the latest result first.
刪除https://seekingalpha.com/article/4341668-data-center-dividends-tailwind-yields-up-to-10
刪除You may take a look how the author is going to compare these 6 companies.
CJLU, DPU 比預期派多一點, 繼續保持慢速增長, 會繼續持有賺息賺價
回覆刪除Thanks for the sharing...(⚭᷄ˬ̛⚭᷅)
回覆刪除Very strong performance for Netlink Trust. Great recommendation in light of grave uncertainty.
回覆刪除Yes keep holding and add positions when the chance is coming
刪除