一转眼,Malaysia REIT的1Q2020季度报告全数完成分析,对于接下来2Q2020的预测,贴心的为你们准备了Summary,对比1Q2020,细节如下:

  • Retail REIT
    1. CMMT (5180.KLSE) 业绩下滑,预计distributable income per unit – negative 1cent(RM) per unit
    2. HEKTAR (5121.KLSE) 业绩下滑,预计distributable income per unit – 0.13cent (RM) per unit
    3. IGBREIT (5227.KLSE) 业绩下滑,预计distributable income per unit – 1.18cent (RM) per unit
    4. KIPREIT (5280.KLSE) 若aeon mall kinta city master lease租金不变,业绩保持,预计distributable income per unit – 1.5cent(RM) per unit
    5. PAVREIT (5121.KLSE) 业绩下滑,预计distributable income per unit – 0.88cent(RM)per unit
  • Diversified REIT
    1. ALSREIT (5269.KLSE) 业绩下滑,预计distributable income per unit – 0.97cent(RM)per unit
    2. AMFIRST (5120.KLSE) 业绩下滑,预计distributable income per unit – 1cent(RM)per unit
    3. ARREIT (5127.KLSE) 若所有的大学,酒店乖乖交租,业绩保持,预计distributable income per unit – 1.587cent(RM)per unit
    4. KLCC (5235SS.KLSE) 业绩下滑,预计distributable income per unit – 8.8cent(RM)per unit
    5. SUNREIT (5176.KLSE) 业绩下滑,预计distributable income per unit – 0.696cent(RM)per unit
  • Office REIT
    1. AHP(4952.KLSE) 业绩下滑,预计distributable income per unit – 1.18cent(RM)per unit
    2. MQREIT (5123.KLSE) 业绩上升,预计distributable income per unit – 1.87cent(RM)per unit
    3. TWRREIT (5111.KLSE) 业绩保持,预计distributable income per unit – 0.87cent(RM)per unit
    4. UOAREIT (5110.KLSE) 业绩上升,预计distributable income per unit –  2.577cent(RM) per unit
  • Healthcare REIT
    1. ALAQAR (5116.KLSE) 业绩上升,预计distributable income per unit –  2.22cent(RM) per unit
  • Industrial REIT
    1. AXREIT (5106.KLSE) 业绩下滑,预计distributable income per unit –  2.2cent(RM) per unit
    2. ATRIUM (5130.KLSE) 业绩上升,预计distributable income per unit –  2.45cent(RM) per unit
  • Hospitality REIT
    1. YTLREIT (5109.KLSE) 业绩下滑,预计distributable income per unit –  negative 0.08cent(RM) per unit

所有的REIT当中,预测

  • 业绩上升4间产托
  • 业绩保持3间产托
  • 业绩下滑不至于亏损9间产托
  • 业绩下滑亏损2间产托

以上文章纯属分享,并不是投资或买卖建议