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Earnings Call Summary | BANCO ACTINVER SA(FBASF.US) Q4 2023 Earnings Conference

Earnings Call Summary | BANCO ACTINVER SA(FBASF.US) Q4 2023 Earnings Conference

業績電話會議摘要 | BANCO ACTINVER SA (FBASF.US) 2023 年第四季度業績發佈會
富途資訊 ·  02/28 10:19  · 電話會議

The following is a summary of the Fibra UNO. (FBASF) Q4 2023 Earnings Call Transcript:

以下是 Fibra UNO 的摘要。(FBASF) 2023 年第四季度業績電話會議記錄:

Financial Performance:

財務業績:

  • FIBRA UNO's total quarterly revenues increased by MXN 335 million, reaching nearly MXN 6.8 billion, up 5.2% from Q3 2023.

  • Despite a 17.5% increase in operating expenses from Q3, the company reported a net operating income increase of MXN 81 million, or 1.6%, to reach MXN 5.1 billion.

  • Total debt for the quarter stood at MXN 129.5 million, and AFFO observed an increase of MXN 89.5 million or 4% from the third quarter, reaching MXN 2.3 billion.

  • Accounts receivable increased by MXN 360 million, totaling MXN 3.5 billion.

  • FIBRA UNO的季度總收入增加了3.35億墨西哥披索,達到近68億墨西哥披索,較2023年第三季度增長5.2%。

  • 儘管運營費用比第三季度增長了17.5%,但該公司報告淨營業收入增長了8100萬墨西哥披索,增長了1.6%,達到51億墨西哥披索。

  • 本季度的債務總額爲1.295億墨西哥披索,AFFO的債務比第三季度增加了8,950萬墨西哥披索,增長了4%,達到23億墨西哥披索。

  • 應收賬款增加了3.6億墨西哥披索,總額爲35億墨西哥披索。

Business Progress:

業務進展:

  • The company's average occupancy increased by 100 basis points to 95% in Q4 2023. This consisted of 98.5% in the industrial portfolio, 92% in the retail portfolio and 81.7% in the office portfolio.

  • All segments reported positive leasing spreads, with the industrial segment seeing a rise of 16.8%, the retail segment 660 basis points, and the office segment nearly 2%.

  • The company has successfully eliminated all refinancing risks by issuing new 2034 US Dollar bonds meant for the refinancing of the existing 2024 bond maturing in December.

  • Fibra UNO has established a pipeline that involves a retail asset and three office buildings, a total investment of MXN 4.2 billion.

  • The company has noted positive trends of employees returning to offices and new companies entering the market, indicating an expected boost in office occupancy rates and subsequent rent increases.

  • 2023年第四季度,該公司的平均入住率增加了100個點子,達到95%。這包括工業投資組合的98.5%,零售投資組合的92%和辦公室投資組合的81.7%。

  • 所有細分市場均報告了正的租賃利差,其中工業板塊增長了16.8%,零售板塊增長了660個點子,辦公板塊增長了近2%。

  • 該公司通過發行新的2034年美元債券成功消除了所有再融資風險,這些債券旨在爲將於12月到期的現有2024年債券進行再融資。

  • Fibra UNO已經建立了一條涉及零售資產和三棟辦公大樓的管道,總投資爲42億墨西哥披索。

  • 該公司注意到員工重返辦公室和新公司進入市場的積極趨勢,這表明預計辦公室入住率將提高,隨後的租金將增加。

More details: BANCO ACTINVER SA IR

更多詳情: BANCO ACTINVER SA IR

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

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譯文內容由第三人軟體翻譯。


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