Axis REIT's Proactive Portfolio Management Approach Drives Continued Growth
Axis REIT's Proactive Portfolio Management Approach Drives Continued Growth
Despite rising financing costs, due to both additional borrowings for acquisitions and the 25-basis point increase in the Overnight Policy Rate in May 2023, Axis REIT remains confident in its strategy. The REIT's management expects continued earnings growth from its industrial assets, driven by high demand for industrial space.Axis Real Estate Investment Trust (REIT) has reported earnings growth for the third quarter of the financial year 2024 (3Q24), driven by the acquisition of five new properties. Its core net income has increased 4.8% to RM40.8 million for the quarter while the cumulative earnings for the first nine months of FY24 (9M24) totalled RM120.7 million, representing a 14.2% year-on-year rise.
安訊士房地產投資信託基金（REIT）報告稱，受收購五處新物業的推動，2024財年第三季度（3Q24）的收益增長。其本季度的核心淨收入增長了4.8％，達到4080萬令吉，而24財年前九個月（9M24）的累計收益總額爲12070萬令吉，同比增長14.2％。
Analysts from MIDF Amanah Investment Bank, Maybank Investment Bank Bhd and RHB Investment Bank Bhd have maintained their BUY calls on Axis REIT with target prices ranging from RM2.08 to RM2.14, citing its consistent performance and acquisition strategy.
MIDF Amanah投資銀行、馬來亞銀行投資銀行有限公司和印度盧比投資銀行有限公司的分析師以其穩定的業績和收購策略爲由，維持了對安訊士房地產投資信託基金的買入看漲期權，目標價格在2.08令吉至2.14令吉之間。
As a result of Axis REIT's stronger financial performance, it announced a third distribution per unit (DPU) of 2.35 sen, bringing the total DPU for 9M24 to 6.9 sen.
由於安訊士房地產投資信託基金的財務表現強勁，它宣佈第三次每單位分配（DPU）爲2.35仙，使24年9M的總DPU達到6.9仙。
Despite rising financing costs, due to both additional borrowings for acquisitions and the 25-basis point increase in the Overnight Policy Rate in May 2023, Axis REIT remains confident in its strategy. The REIT's management expects continued earnings growth from its industrial assets, driven by high demand for industrial space.
儘管融資成本上升，但由於收購的額外借款和2023年5月隔夜政策利率上漲25個點子，安訊士房地產投資信託基金仍對其戰略充滿信心。房地產投資信託基金的管理層預計，在工業空間需求旺盛的推動下，其工業資產的收益將持續增長。
With a healthy acquisition pipeline, Axis REIT has targeted further acquisitions valued at RM220 million, supporting both earnings and DPU growth in the coming quarters.
憑藉良好的收購渠道，安訊士房地產投資信託基金的目標是進一步收購價值爲22000萬令吉，爲未來幾個季度的收益和每股收益增長提供支持。
Axis REIT's gross gearing ratio stands at a manageable 0.39 times as of the end of 3Q24. The trust is also preparing for the disposal of its vacant Axis Steel Centre, which is expected to improve its overall occupancy rate to 94% upon completion.
截至24年第三季度末，安訊士房地產投資信託基金的總資產負債率爲可控的0.39倍。該信託基金還在爲出售其空置的Axis Steel中心做準備，預計該中心建成後其總體入住率將提高至94％。
The REIT's ongoing acquisition strategy remains a key driver of future performance, with FY25 earnings expected to benefit from a full-year contribution from recent acquisitions, including the Axis Vista 2 and other industrial properties.
房地產投資信託基金的持續收購戰略仍然是未來業績的關鍵驅動力，預計25財年的收益將受益於包括Axis Vista 2和其他工業地產在內的近期收購的全年貢獻。
Looking ahead, Axis REIT is poised for continued growth, with analysts across the board maintaining a positive outlook. The REIT's focus on acquiring resilient industrial properties, coupled with a proactive approach to managing its portfolio, positions it well for future earnings growth.
展望未來，安訊士房地產投資信託基金有望持續增長，各分析師前景樂觀。房地產投資信託基金專注於收購具有彈性的工業地產，加上積極管理其投資組合的方法，爲未來的收益增長做好了準備。
譯文內容由第三人軟體翻譯。
