業績 (新加坡股)-July-August 2020

(July-August 2020)

(Singapore, in S$ mainly)

再看多一季看看有沒有起息, 可能會減少時間在S-Reits / Business Trust 身上, 某程度是等待其價值回歸, 等收息及價格回升就可以, 不用花太多時間管理。

業績焦點日期在21/7 - 23/7, 數間精算心水就在這幾日出業績。




1/7: SK6U: 不過不失
Business Update

6/7: ODBU
Business Update

16/7 (before trading): J91U

20/7: M44U

20/7: K71U

21/7: AJBU

22/7 (before trading): C38U

22/7: A7RU

22/7: CMOU

23/7 (before trading): C61U

23/7 (before trading): T82U

23/7: N2IU

23/7: J69U

23/7: A17U

23/7: TS0U

28/7: C2PU

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相關文章

對新加坡REITS / BUSINESS TRUST的一些看法

S-REITS / Business Trust list

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(Old)
(April-May 2020)

(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

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)

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

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!

6/5: CJLU
Result: DPU: 2.53 cents Vs 2.52 cents in first half, quite a good result.

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)

Result

8/5: ACV
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。

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