Earnings Call Summary | BANCO ACTINVER SA(FBASF.US) Q1 2024 Earnings Conference
Earnings Call Summary | BANCO ACTINVER SA(FBASF.US) Q1 2024 Earnings Conference
The following is a summary of the Fibra UNO (FBASF) Q1 2024 Earnings Call Transcript:
以下是Fibra UNO（FBASF）2024年第一季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Fibra UNO reported Q1 revenues of MXN6.8 billion, an increase of 0.6% quarter-over-quarter and 7% year-over-year, driven mainly by an increase in rental contracts and renewals.
Net operating income (NOI) increased by 1.5% from the previous quarter, reaching nearly MXN5.2 billion.
Funds from operations decreased by 3.3% compared to the previous quarter, reaching MXN2.23 billion.
The company distributed MXN1.5 billion in the first quarter, which is equivalent to 68% of funds from operations.
Rental price per square meter in constant properties increased by 2.8% compared to the previous quarter's weighted average inflation.
Total annual rent per square foot increased by almost 1% compared to the previous quarter.
Fibra UNO公佈的第一季度收入爲68億墨西哥披索，同比增長0.6％，同比增長7％，這主要是由租賃合同和續約的增加所推動的。
淨營業收入（NOI）較上一季度增長了1.5％，達到近52億墨西哥披索。
與上一季度相比，運營資金下降了3.3％，達到22.3億墨西哥披索。
該公司在第一季度分配了15億墨西哥披索，相當於運營資金的68％。
與上一季度的加權平均通貨膨脹率相比，固定房產的每平方米租金價格上漲了2.8％。
與上一季度相比，每平方英尺的年總租金增長了近1％。
Business Progress:
業務進展：
With an occupancy rate of 98.4% in the industrial sector, they aim to reach 95% across all segments.
They are planning to segregate industrial portfolio into a publicly listed vehicle, options including an initial public offering or a joint venture with Fibra Terrafina.
Fibra UNO expects to complete its internalization process by Q2 2024, with the order of operations between internalization and carve-out, still unclear.
Owing to FX volatility, high rates and increasing inflation, the company will stick to fiscal results for dividends and adjust this number at the year-end, with the final adjustment expected in the fourth quarter.
Fibra UNO plans to acquire a 38% stake in Mitikah at a slight premium over the book value and continues to have a pipeline of asset sales available.
The company sees potential in having light manufacturing tenants in their logistics parks in Mexico City to cater to local and U.S. export demands.
他們的工業部門的入住率爲98.4％，目標是所有細分市場的入住率達到95％。
他們計劃將行業投資組合分成上市的工具，包括首次公開募股或與Fibra Terrafina的合資企業。
Fibra UNO預計將在2024年第二季度完成其內部化流程，內部化和分割之間的運作順序尚不清楚。
由於外匯波動、高利率和通貨膨脹率上升，該公司將堅持分紅的財務業績，並在年底調整這一數字，預計將在第四季度進行最終調整。
Fibra UNO計劃以略高於賬面價值的價格收購Mitikah38％的股份，並繼續有資產出售渠道。
該公司認爲，有可能在墨西哥城的物流園區租用輕型製造業租戶，以滿足當地和美國的出口需求。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：欲了解更多詳情，請訪問投資者關係網站。本文僅供投資者參考，不構成任何投資建議。
譯文內容由第三人軟體翻譯。