【MapletreeLog M44U 交流专区】丰树物流信托 MAPLETREE LOGISTICS TRUST

普罗旺斯

这次的场面确实是太惊人了。大自然最美，也很恐怖。

因为MLT是temasek的旗下的股项，所以股价也别奢望会下很多，日本的业务大概占了十多巴仙，Logistics公司主要卖的是物流服务和storage, warehouse也大多是单层要再重建不难。相信毁坏的assets还有保险罩住。还有，MLT的chairman是某保险公司的director，有风险管理的知识。可是dividend回报就。。。

普罗旺斯

最新情报。。。

用谷歌英文翻译的，怪怪的。我想MLT的人非请我吃饭不可了。打免费工酱。

Singapore, 12 March 2011 – Pursuant to the announcement yesterday, Mapletree Logistics Trust Management Ltd. (the “Manager”), as manager of Mapletree Logistics Trust (“MapletreeLog”), wishes to provide an update to the situation in Japan that affects MapletreeLog’s properties. Based on preliminary reports submitted by the respective property managers, the Manager is pleased to advise that 13 out of 14 properties escaped with either no damage or minimal damage. The one property that has been affected by the tsunami is Sendai Centre, which is located along the coastal area of Sendai in the Miyagi Prefecture.
Preliminary report suggests that the building is intact. However, the affected area has been cordoned off by the local authorities due to safety measures. The full extent of damage can only be ascertained when access into the property is allowed. Sendai Centre’s latest valuation states that the total cost of reinstating the building is about JPY600 million (approximately S$9 million). The Manager does not expect the cost of repairs will come to this amount. However, until access to the building is given, the Manager will not be able to provide an estimate of the cost of the repairs. MapletreeLog’s properties in Japan were recently valued at JPY58.7 billion (approximately S$913 million). Sendai Centre is the second smallest of MapletreeLog’s properties in Japan by revenue contribution. It contributes about 0.7% of gross revenue to MapletreeLog’s total portfolio.
Mr Richard Lai, CEO of the Manager said, “Our team on the ground is now closely working with our customers to minimise any disruption to their operations. We will extend our assistance where possible to help alleviate the impact of this unfortunate event. We would like to convey our heartfelt condolences to those who have lost their loved ones in this disaster.”
The Manager will continue to monitor the situation and will provide further updates as and when there is any significant development.

新加坡，2011年3月12日 - 根据昨天公布，丰树物流信托管理有限公司（“管理人”），作为丰树物流信托（“MapletreeLog”）的经理，希望提供一个更新到日本的情况，影响MapletreeLog的属性。由物业管理公司分别提交的初步报告的基础上，经理很高兴地告知，有13个与14个地所要么没有损害或极少损害逃脱。一个物业已被海啸影响的是仙台中心，这是沿仙台宫城县的沿海地带。
初步报告显示，该建筑物是完整的。然而，受影响地区已被封锁在到期安全措施地方当局。充分程度的损坏，只能到时确定属性访问是允许的。仙台中心的最新评估指出，恢复建设的总成本大约是JPY600元（约新币900万美元）。经理不预期的修理费用会来这一数额。然而，直到进入建设是给予，经理将无法提供一个修理的成本估算。日本MapletreeLog的物业价值JPY58.7最近亿美元（约S九万一千三百点零零万美元）。仙台中心是在日本MapletreeLog的物业的收入贡献第二小的。它贡献了总收入的0.7 MapletreeLog的整体组合％。
雷声隆先生，总裁，经理说：“我们在地面上小组目前正在与我们的客户密切合作，尽量避免干扰他们的行动。我们将扩大我们在可能的援助，以帮助减轻这一不幸事件的影响。我们想表达我们衷心的哀悼那些谁失去了在这次灾难中的亲人。“
管理人将继续监察有关情况，并会提供进一步的更新，当有任何重大发展。

bchian

回复 42# 普罗旺斯

谢谢阿普的信息   

普罗旺斯

今天重回0.905, 日本海啸地震过后它好像有掉到0.84的价位。（还有人买到更低的价位吗？）

普罗旺斯

今天重回0.905, 日本海啸地震过后它好像有掉到0.84的价位。（还有人买到更低的价位吗？）

A2O

今天0.91买进了5LOT，开始要关注着了...

freshmeat

今天0.91买进了5LOT，开始要关注着了...
A2O 发表于 7-4-2011 12:54 PM

酱有信心？？

普罗旺斯

回复 47# freshmeat


    ho ho, 好久不见，您夫人好吗？这股你也有留意？

freshmeat

回复  freshmeat


    ho ho, 好久不见，您夫人好吗？这股你也有留意？
普罗旺斯 发表于 13-4-2011 07:13 PM

参考而已，还有很多要跟你学习呢。。。

她还不是我夫人，嘻。。。

普罗旺斯

参考而已，还有很多要跟你学习呢。。。

她还不是我夫人，嘻。。。
freshmeat 发表于 13-4-2011 10:18 PM

  那你要多多加油咯

客气了，我也还有很多东西要学习的。gambate

普罗旺斯

MLT上季的分股息S$0.0155,比前季股息上升了18%(0.0131)。

普罗旺斯

MAPLETREELOG ACHIEVES SIGNIFICANT MILESTONE IN
SOUTH KOREA
• Fourth and largest acquisition in South Korea
• A major step to strengthen presence: South Korea portfolio is expected to more than
double in size by net lettable area to approximately 170,000 square metres (”sqm”)
• Potential organic growth opportunities

Today signed a Conditional Sale and Purchase
Agreement with Korea Port Processing Co. Ltd (“KPPC”) for the acquisition of KPPC Pyeongtaek
Centre in Pyeongtaek-si, Gyeonggi-do, South Korea (the “Property”). The Property will be acquired
at a purchase price of KRW 75.6 billion (approximately S$85.9 million)1.

非常积极的军团。。well done

普罗旺斯

MAPLETREELOG ACHIEVES SIGNIFICANT MILESTONE IN
SOUTH KOREA
• Fourth and largest acquisition in South Korea
• A major step to strengthen presence: South Korea portfolio is expected to more than
double in size by net lettable area to approximately 170,000 square metres (”sqm”)
• Potential organic growth opportunities

Today signed a Conditional Sale and Purchase
Agreement with Korea Port Processing Co. Ltd (“KPPC”) for the acquisition of KPPC Pyeongtaek
Centre in Pyeongtaek-si, Gyeonggi-do, South Korea (the “Property”). The Property will be acquired
at a purchase price of KRW 75.6 billion (approximately S$85.9 million)1.

非常积极的军团。。well done

silentRock

谢谢分享！！！！

bchian

回复 53# 普罗旺斯

普姐，普姐，小弟想请教；对于以下信息你怎么看？被放掉5.7%哦。

SINGAPORE - Units of Mapletree Logistics Trust, which owns warehouses and logistics assets in Asia, fell as much as 4.5 per cent to a one-month low after a shareholder sold its stake in the trust in a block trade.

By 0110 GMT, Mapletree Logistics was down four per cent at S$0.965, with over 143.2 million units traded, 62.3 times its average daily volume over the last five sessions. It was the most actively traded stock.

Alliance Global Properties sold its 5.7 per cent stake in Mapletree Logistics, or 139.3 million shares at S$0.96 each in a block trade. Citigroup was the sole bookrunner, IFR reported. - REUTERS

icy97

丰树产业将在中国河南开发国际物流园
http://www.zaobao.com/cs/cs120816_021.shtml

（2012-08-16）
丰树产业（Mapletree Investment）将在中国河南郑州市内开发一个国际物流园。

这个取名为“丰树（郑州）国际物流园”的项目，将在当地一块大约13万3000平方米工业用地上建立总楼面面积为8万1000平方米的A级物流设施。设施拥有四座单层仓库，里边设有良好的建筑架构。

国际物流园至今大约50％的设施已预租给一家重大第三方物流业者，另外20％的空间也敲定由一家国际零售商和一家工业巨头租用。

丰树产业至今在中国已经开发五个物流园，其他四个物流园分布在北京、天津、上海和无锡，总值超过2亿美元（2亿5000万新元）。这些物流资产一旦完工并享有稳定的租金收入，将在以“优先拒绝权”（right of first refusal）的基础上出售给丰树物流信托（Mapletree Logistics Trust）。在丰树物流信托拥有的109个亚洲物流设施中，共有6个位于中国。

icy97

Mapletree Logistics' positives priced in: CIMB
http://www.theedgesingapore.com/the-daily-edge/business/40680-mapletree-logistics-positives-priced-in-cimb.html

Fri, 19 Oct 14:48   
CIMB downgrades Mapletree Logistics Trust to Neutral from Outperform on valuations, viewing the positives as priced in. it notes fiscal-2Q12 DPU met its estimates, coming it at 24% of its FY13 forecast.

“2Q displayed sustained stability, a hallmark of MLT’s long-tenured logistics portfolio. But we believe the current environment of elevated asset values could throw a spanner in the works for MLT’s asset hunt, a key source of growth and share price outperformance.”

It notes MLT has outperformed the STI sharply this year, viewing its valuation at 1.3X P/BV and 6.0%-6.4% forward yields have priced in its portfolio stability. “While acquisitions will likely be accretive against cheap funding costs, competition and elevated asset values should make attractive finds difficult.”

It raises its target to $1.25 from $1.07 on a lower discount rate of 7.3% from 8.6% previously. The stock is down 0.9% at $1.165, but it remains up more than 37% year-to-date.

icy97

丰树物流信托收购无锡物流园
http://www.sharesinv.com/zh/articles/35741/

2012年11月20日
丰树物流信托(MapleTree Logistics Trust)同其保荐人丰树投资(Mapletree Investments)签署谅解备忘录，以1亿1,600万人民币收购位于中国的丰树无锡物流园。这是公司向保荐人收购的第三个产业，其组合将继而增至111个产业，帐面值约为42亿元。该物流园的总楼面面积为4万5,000平方米，其租户为声誉良好的海内外企业，租期介于两到三年。

启示：收购额比两个独立估值的平均数低出300万人民币。此外，物流园的初步净产业收入获益率预计为8%，而公司现有的中国组合的获益率为6%。

icy97

CIMB cuts Mapletree Logistics target to $1.20; 3Q in line
http://www.theedgesingapore.com/the-daily-edge/business/42351-cimb-cuts-mapletree-logistics-target-to-120-3q-in-line.html

Fri, 18 Jan 17:21  
CIMB revises Mapletree Logistics Trust’s (M44U.SG) target prices to $1.20 from $1.21 but keeps the stock rated at Neutral, after the trust threw up “no surprises” in its 3Q results.

“We see a lack of meaningful catalysts for further upside from current levels,” the house says, but notes that the trust’s management is interested in acquiring higher-yielding assets in countries like China, South Korea, Australia and Indonesia.

“Acquisitions remain critical, in our view, for further growth and upside,” CIMB says, lowering the trust’s target price after revising its assumptions on acquisition plans and rental growth prospects.

The house had factored in $100 million in asset buys in 2013, but now pushes this back to 2014. The stock is up 0.4% at $1.165.

icy97

丰树物流信托拟脱售1,550万元的产业
http://www.sharesinv.com/zh/articles/38025/

2013年03月22日
首个以亚洲为主的物流产托丰树物流信托(Mapletree Logistics Trust)同Advanced CAE公司签署了协议，以1,550万元脱售位于新加坡兀兰环道30号的产业。公司是于2007年以1,030万元购入该产业，产业于2012年3月的估值为1,100万元。公司预期将从脱售中取得约495万元的净收益，并将把这笔钱派发给单位持有者。买家Advanced CAE是主板上市公司爱文思控股(Advanced Hldgs)的子公司，决定收购该产业来供自家使用。爱文思控股拟把目前位于圣诺哥南路29号的所有营运迁移至所收购的产业，从而拥有自家的长期营运场所，并无需租用产业及在租约到期后搬迁。

启示：丰树物流信托从脱售中回收的资本将让它能更灵活地把握能带来更高获益率的投资良机。在任何投资良机出现前，这笔资金将充当营运资本。