Real Estate Directors Building up Their Company Stakes
Real Estate Directors Building up Their Company Stakes
Institutions were net sellers of Singapore stocks over the five trading sessions through to Jun 6, with S$106.8 million of net institutional outflow, as 17 primary-listed companies conducted buybacks with a total consideration of S$55.8 million.
在截至6月6日的五個交易日中，機構投資者淨流出新加坡股票1.068億新元，其中17家主板上市公司回購的總價值達到5580萬新元。
Most of the net institutional outflow was on the back of MSCI Singapore rebalancing on May 31, with five deletions to the index. The remaining four trading sessions saw S$42.8 million of net institutional inflow.
淨流出的大部分資金與5月31日MSCI新加坡指數調整有關，該指數刪除了5支股票。剩餘的四個交易日出現了淨流入資金4280萬新元。
Leading the net institutional outflow over the five sessions were City Developments Ltd, Seatrium, Mapletree Logistics Trust, Mapletree Pan Asia Commercial Trust, Genting Singapore , Jardine Cycle & Carriage, NetLink NBN Trust, Golden Agri-Resources, Venture Corporation and Raffles Medical Group.
在這五個交易日中，淨流出資金領先的公司是新鴻基地產、海庭、麥德龍物流信託、麥德龍泛亞商業信託、雲頂新加坡、怡和汽車、NetLink NBN信託、金達資源、創業公司和萊佛士醫療集團。
Meanwhile UOB, Singtel, Sats, DBS, Singapore Exchange, CapitaLand Investment, Capitaland Ascendas Reit, Hongkong Land, Keppel, and OCBC led the net institutional inflow over the five sessions.
而大華銀行、新電信、新翔集團、星展銀行、新加坡交易所、凱德投資、凱德安達斯房地產信託、香港置地、吉寶、華僑銀行則是這五個交易日中的淨流入公司。
The five trading sessions saw close to 100 director interests and substantial shareholdings filed for 50 primary-listed stocks. Directors or chief executives filed 28 acquisitions, and one disposal, while substantial shareholders filed 11 acquisitions and seven disposals.
這五個交易日內，共有近100位主板上市公司的董事及實質性股東進行了交易。董事或首席執行官進行了28次收購和一次減持，而實質性股東進行了11次收購和7次減持。
Raffles Medical Group
萊佛士醫療集團
Between May 31 and Jun 5, Raffles Medical Group executive chairman Loo Choon Yong acquired 2.3 million shares at an average price of S$1.02 per share. This increased his total interest from 54.29 per cent to 54.41 per cent. Since, late February, Loo has been gradually increasing his total interest in the stock from 53.02 per cent.
從5月31日到6月5日，萊佛士醫療集團執行主席羅俊勇以1.02新元/股的平均價格收購了230萬股。這將他的總持股比例從54.29%增加到54.41%。自2月底以來，羅氏逐漸增加了他在該股票的總持股比例，從53.02%。
City Developments Ltd (CDL)
新鴻基地產有限公司（菁英閣）
On Jun 3, CDL Independent non-executive director Chong Yoon Chou purchased 40,000 shares at S$5.62 per share.
6月3日，新鴻基地產無執行職務董事莊潤球以5.62新元/股的價格購買了4萬股。
Chong began his career in the finance industry, as an analyst and fund manager at Aberdeen Standard Investments in 1994. He later transferred to Sydney in 2001 as head of Australian equities. He further expanded his role across various global markets, including Europe and the Americas, before returning to Singapore as investment director.
莊氏1994年開始在金融行業擔任分析師和基金經理，在阿伯丁標準投資公司擔任這一職務。2001年，他轉任悉尼分公司負責澳大利亞股票，之後在歐洲和美洲等各個全球市場擔任了更廣泛的角色，最終回到新加坡擔任投資總監。
He also served as managing director of Aberdeen Asset Management Malaysia. Throughout his tenure with Aberdeen, he contributed to significant restructuring and M&A projects.
他還曾擔任阿伯丁資產管理馬來西亞的董事總經理。在他擔任阿伯丁公司期間，他爲大量重組和併購項目做出了貢獻。
On May 31, CDL independent non-executive director Colin Ong Lian Jin acquired 100,000 shares at S$5.80 per share. Ong is the founder of Advisors' Clique and executive senior director of Great Eastern Financial Advisers, a position he has held since 2011.
5月31日，新鴻基地產無執行職務董事翁連振以5.80新元/股的價格購買了10萬股。翁氏是創新夥伴的創始人，也是大東方金融顧問的高管資深董事，這一職位他自2011年以來一直擔任。
On May 21, CDL provided a first-quarter 2024 business update. The group highlighted that it achieved resilient performance across all its business segments, focusing on sales growth, asset enhancements, operational refinements, as well as acquisition and divestment initiatives.
5月21日，新鴻基地產發佈了2024年第一季度商業更新。該集團強調，它在所有業務板塊取得了強勁的業績，側重於銷售增長、資產增值、運營改進以及收購和出售計劃。
The group also relayed its focus on capital management by accelerating the sale of long-held strata assets to extract latent value and recycle capital. This included the recent sales launch of strata units at various properties, with the aim of optimising the asset base and enhancing shareholder value. It remains committed to its growth-enhancement-transformation strategy, aiming to navigate the current economic landscape with resilience and adaptability, improving operational efficiencies, and pursuing growth opportunities.
該集團還強調了它的資本管理策略，通過加快出售長揸的分層資產來提取潛在價值並循環資本。這包括最近在各個物業進行分層單元銷售，旨在優化資產基礎和增強股東價值。它致力於實施增長、提升效率和追求增長機會的促進改革和轉型策略，以應對當前的經濟形勢。
Stamford Land Corporation
史丹福置地公司
Stamford Land Corporation executive chairman Ow Chio Kiat increased his total interest in the company from 45.78 to 45.86 per cent, acquiring 1,257,300 shares at an average price of S$0.39 per share between May 27 and Jun 4.
史丹福置地公司執行主席歐昭傑在5月27日至6月4日間以0.39新元/股的平均價格收購了1257300股，其總持股比例從45.78%增加到45.86%。
Ow also increased his total interest in Singapore Shipping Corporation, where he also serves as executive chairman. He increased his interest in the shipping group from 42.97 per cent on May 27 to 43.04 per cent on Jun 5.
歐昭傑還增加了他在新加坡航運公司的持股比例，他還擔任該公司的執行主席。他的持股比例從5月27日的42.97%增加到6月5日的43.04%。
Hiap Hoe
協和公司
On Jun 4, Hiap Hoe executive chairman Teo Ho Beng acquired 500,000 shares at S$0.63 per share. With a consideration of S$315,000, this increased his total interest in the regional premium real estate group from 74.86 to 74.97 per cent.
6月4日，協和公司執行主席張豪明以0.63新元/股的價格購買了50萬股。考慮到3.15萬新元，這將他在該區域高端房地產集團的總持股比例從74.86%增加到74.97%。
Teo was appointed director of Hiap Hoe Group in 1983. He was redesignated executive chairman and relinquished his role as CEO in Hiap Hoe Group in January 2024. He held the CEO position from 2006 and was previously the executive chairman of the board from May 2012 to May 2017.
張豪明於1983年被任命爲協和集團的董事。他於2024年1月重新任命爲執行主席，辭去了在協和集團的CEO職務。他自2006年以來擔任CEO職位，並曾擔任董事會執行主席從2012年5月至2017年5月。
He has more than 42 years of experience in the construction and property industries, and over 27 years of experience in the leisure industry.
他在建造和地產行業擁有超過42年的經驗，並在休閒業擁有超過27年的經驗。
He is responsible for the formulation of corporate strategies and policies for Hiap Hoe, and the implementation of these strategies by senior management at the operations level.
他負責協和的企業戰略和政策的制訂，並由高層管理層在運營層面實施這些戰略。
Teo also chairs the financial investment committee for the group's investment portfolios and senior management meetings to monitor Hiap Hoe's performances, including oversees management, budgeting, and forecasting processes to ensure there is prudent financial management.
他還主持集團投資組合的財務投資委員會和高級管理會議，監督協和的績效，包括海外管理、預算和預測流程，確保審慎的財務管理。
In addition, he sits on the board of Ley Choon Group Holdings as non-executive director.
此外，他還擔任立堾集團控股的非執行董事。
On Feb 29, Hiap Hoe reported a profit after tax of S$5.5 million in FY2023 (ended Dec 31) versus a loss after tax of S$22.1 million in FY2022.
2月29日，協和2023財年（截至12月31日）的稅後利潤爲新元5.5百萬，而2022財年的稅後虧損爲新元22.1百萬。
The FY2023 revenue of S$111.9 million decreased S$7.5 million from S$119.4 million in FY2022, mainly due to the loss of revenue from its two Singapore hotels, which were closed for three months for refurbishment works for their rebranding as the new Aloft Singapore Novena.
2023財年的營業收入爲1.119億新元，較2022財年的1.194億新元減少750萬新元，主要是由於其兩家新加坡酒店的收入損失。這兩家酒店閉店進行翻新工程，重新打造爲新的Aloft Singapore Novena品牌，閉店達三個月的時間。
The group recorded an increase in rental revenue from S$27.0 million in FY2022 to S$28.9 million in FY2023, mainly due to the higher occupancies in its properties. Its leisure business also fared well in FY2023, with revenue 11 per cent higher than that in FY2022, at S$11.2 million.
集團的租賃收入從2022年的2,700萬新元增加到2023年的2,890萬新元，主要是由於其物業的入住率增加。其休閒業務在2023財年也表現良好，收入比2022財年增長11%，達到了1.12億新元。
Centurion Corporation
勝捷企業
Between Jun 3 and 4, Centurion Corporation executive director and joint chairman David Loh Kim Kang bought 538,600 shares at an average price of S$0.532 per share, which increased his direct stake from 5.43 to 5.49 per cent. His preceding acquisition was on Feb 29, when he bought 1.25 million shares at S$0.425 per share.
6月3日至4日，勝捷企業執行董事兼聯席主席David Loh Kim Kang以每股0.532新元的平均價買入538,600股，使他的直接股權從5.43%增加到5.49%。他之前的收購是在2月29日，當時他以每股0.425新元的價格買入了125萬股。
His total interest in the specialised accommodation developer and manager is now 56.15 per cent, with deemed interests mostly through his 50 per cent shareholding interest in Centurion Global.
他在這家專業住宿開發商和管理公司的總利益現在爲56.15%，其中大部份是通過他在勝捷全球50%的持股利益而來。
Loh is responsible for the formulation of corporate and business strategies and leads the execution of strategic growth plans of the group. He has over 20 years of experience in the investment and brokerage industry.
羅氏（Loh）負責公司和業務戰略的制訂，並領導集團戰略增長計劃的執行。他在投資和券商業擁有20多年的經驗。
Centurion owns and manages a strong portfolio of 34 operational accommodation assets totalling about 67,347 beds as at Mar 31.
勝捷企業擁有和管理34個運營住宿資產，總牀位數約爲67,347張（截至3月31日）。
On May 9, it reported a 30 per cent increase in revenue for Q1 2024, reaching S$61.1 million, compared to S$47.1 million in Q1 2023. This growth was attributed to positive rental rate revisions and higher occupancy rates in its global purpose-built workers accommodation and purpose-built student accommodation portfolios.
5月9日，勝捷企業報告稱，2024年第一季度營收增長30%，達到了新元6110萬，而2023年第一季度的營收爲新元4710萬。這一增長歸因於全球建造專用工人住宿和建造專用學生住宿組合的租金率上漲和入住率的提高。
The group's portfolio in Singapore saw an increase in financial occupancy from 98 per cent in Q1 2023, to 99 per cent in Q1 2024, indicating a strong and sustained demand.
該集團在新加坡的投資組合在2023年第一季度的財務入住率從98%增加到2024年第一季度的99%，表明需求強勁、持續不斷。
This rise in occupancy, coupled with tenancies being renewed at higher rental rates in the last quarter of 2023, resulted in a significant increase in revenue from S$30.5 million in the first quarter of 2023 to S$41.6 million in the same period in 2024.
這種入住率的上升，加上2023年最後一個季度租賃率以更高的租金率續約，導致營收從2023年第一季度的3050萬新元增加到2024年同期的4160萬新元。
Malaysia saw an expansion in capacity and maintained strong occupancy, with 5 per cent growth in local currency revenue, which was reduced to a 2 per cent decline when reported in Singapore dollars.
大馬地區的租賃量有所擴大，並保持強勁的入住率，在當地貨幣的收益增長了5%，在新加坡元報告時則減少了2%。
The UK experienced robust growth in revenue, driven by a supply-demand imbalance in student accommodation and successful rental revisions. The financial occupancy rates for properties in Adelaide and Melbourne, Australia, saw a notable increase from 80 per cent in Q1 2023 to 90 per cent in Q1 2024.
英國的收入增長強勁，這是由學生住宿供需失衡和成功的租賃率修訂帶動的。阿德萊德和澳大利亞墨爾本地區的財務入住率從2023年第一季度的80%大幅提高，至2024年第一季度的90%。
On May 16, Centurion announced that Centurion-Lionrock (HK), a subsidiary of Centurion Overseas Investments, secured a lease for 15 floors in a Hong Kong building to create a student accommodation facility with 89 beds.
在5月16日，勝捷企業宣佈，勝捷海外投資的子公司勝捷-獅巖（HK）已租下香港一棟樓的15層，創建一個87張牀位的學生住宿設施。
This project, near two universities, is a joint venture with LionRock Property owning 40 per cent. The facility is scheduled for operation in September 2024, under the "dwell" student accommodation brand.
該項目靠近兩所大學，是與獅巖物業共同投資的合資企業，獅巖物業持股40%。這個設施計劃在2024年9月開始運營，使用“dwell”學生住宿品牌。
Hong Lai Huat
hong lai huat
On May 30, Hong Lai Huat Group deputy chairman and CEO Ong Bee Huat acquired five million shares at an average price of S$0.04 per share. With a consideration of S$200,000 the married deal increased his total interest in the real estate and property developer from 42.33 to 43.30 per cent.
5月30日，宏來發展集團副董事長兼首席執行官王美髮以每股0.04新元的平均價收購500萬股，交易總價值20萬新元。此次成交使他在房地產開發商中的持股比例從42.33%提高至43.30%。
Ong is the founder of the group and responsible for overall strategic direction and planning as well as business development.
王美髮是該集團的創始人，負責整體戰略方向和規劃以及業務發展。
Inside Insights is a weekly column on The Business Times, read the original version.
《商業時報》的“行業內視”是一個每週專欄。 原版。
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譯文內容由第三人軟體翻譯。