Author: tfwee

 

Gearing – October 2007

New data for the month,

  • 31-Oct-07 : Suntec – UBS from 5.85% to 6.29% (30-Oct-07)
  • 29-Oct-07 : PLife – Matthews Int’l Capital from 4.95% to 5.09% (26-Oct-07)
  • 26-Oct-07 : Cambridge – Yap Chin Kok from 9.765% to 6.341% (18-Oct-07) Dilution due to New Shares Placement
  • 26-Oct-07 : MI-REIT – Lion Capital from 7.22% to 8.00% (25-Oct-07)
  • 23-Oct-07 : Cambridge – UBS from 6.42% to 4.17% (18-Oct-07) Dilution due to New Shares Placement
  • 23-Oct-07 : MI-REIT – UBS from 22.27% to 21.68% (19-Oct-07)
  • 22-Oct-07 : Cambridge – Schroder from 5.743% to 5.844% (18-Oct-07)
  • 22-Oct-07 : Suntec – MacQuarie Bank from 4.59% to 5.13% (19-Oct-07)
  • 19-Oct-07 : CRCT – Capital Group from 10.0786% to 9.8365% (16-Oct-07)
  • 19-Oct-07 : Suntec – Morgan Stanley from 8.893% to 7.861% (16-Oct-07)
  • 18-Oct-07 : Cambridge – UBS from 3.39% to 6.42% (16-Oct-07)
  • 18-Oct-07 : MI-REIT – Lion Capital from 6.94% to 7.22% (17-Oct-07)
  • 17-Oct-07 : CCT – Capital Group from 5.9624% to 4.9764% (15-Oct-07)
  • 16-Oct-07 : Cambridge – Schroder from 6.033% to 5.752% (11-Oct-07)
  • 11-Oct-07 : Suntec – UBS from 5.73% to 6.05% (9-Oct-07)
  • 10-Oct-07 : AllCo – Capital Group from 13.9655% to 12.7003% (8-Oct-07)
  • 5-Oct-07 : MapleTree – UBS from 7.04% to 6.85% (4-Oct-07)
  • 4-Oct-07 : Suntec – Morgan Stanley from 9.964% to 8.893% (1-Oct-07)
  • 2-Oct-07 : Suntec – UBS from 6.97% to 5.53% (28-Sep-07)

REIT

Assets

Debts

Gearing

Shares

Major Shareholders

A-REIT

S$3356M

S$1239M

38.4%

1,324,806,148

Ascendas 20.8% ; MGM 6.5% ; Capital Grp 5.82%

AllCo

S$1527M

S$509M

33.3%

700,731,701

AllCo 16.054% ; Capital Grp 12.7003% ; Farallon 9.86% ; Enso 5.997%

AscottREIT

S$1378M

S$385M

28.6%

605,661,000

Temasek 47.17%

Cambridge

S$680M

S$330M

48.4%

515,305,653

Yap Chin Kon – 6.341% ; CWT 8.746% ; Capital Grp 6.0139% ; Schroder 5.844%

CapitaRChina

S$828M

S$250M

31.0%

476,147,309

Capitaland 40.04% (CMT 20%) ; PGGM 10% ; Capital Grp 9.8365%

CCT

S$4672M

S$1270M

26.7%

1,384,094,924

Temasek 31.97% ; Stitching 10.67%

CDL HTrust

S$1409M

S$323M

23.0%

823,357,696

Hong Leong 39.49% ; Istithmar Hotels 9.7%

CMT

S$5817M

S$1883M

40.7%

1,565,102,331

Temasek 31.98% ; NTUC 6.84%

First REIT

S$328.6M

S$50.8M

16.5%

271,844,387

Lippo 20.3% ; RZB 9.2%

Fortune

HK$9545M

HK$2336M

24.6%

809,641,049

Cheung Kong 34.44% ; Stitching 14.9% ; Temasek 6.93% ; Capital Grp 6.8% ; Cohen 7.047%

FrasersCT

S$1054M

S$307.5M

29.2%

617,808,520

F&N 51% ; Stitching 6.04% ; AIA 5.04%

K-REIT

S$831M

S$190M

22.9%

242,698,853

Keppel 72.2%

MacCookIReit

S$362M

S$26M

7.8%

260,610,510

UBS 21.68% ; Lion 8.00% ; USS 8.45% ; Indus 5.76% ; MacCook 5%

MapleTree

S$2243M

S$1217M

54.6%

1,108,180,172

Temasek 31.96% ; Capital Grp 7.14% ; UBS 6.85%

MMP

S$1944M

S$665M

34.2%

951,279,052

MacQuarie 26.3% ; Morgan Stanley 11.023% ; AIA 10.998%

PLife

S$787M

S$34M

4.3%

601,418,000

Newbridge 44.9% (Parkway + TPG Capital) ; Sunil 6.03% ; Matthews Int’l Capital 5.09%

Suntec

S$4600M

S$923M

20.0%

1,638,792,308

Morgan Stanley 7.861% ; UBS 6.29% ; Shaw 5.81% ; Cheng YT 5.81% ; Temasek 5.98% ; MacQuarie 5.13%

Notes :

  • This table will be updated only as and when new data are available
  • The Major Shareholders data may not be uptodate. Pls chk SGX Annc to verify

October 2007

Results Announcement Dates

  • 10-Oct-07 : KREIT (Tables Updated)
  • 18-Oct-07 : FSL (Tables Updated)
  • 19-Oct-07 (AM) : CMT (Tables Updated)
  • 19-Oct-07 : AREIT (Tables Updated)
  • 22-Oct-07 : FrasersCT (Tables Updated)
  • 22-Oct-07 : FirstREIT (Tables Updated)
  • 22-Oct-07 : PST (Tables Updated)
  • 23-Oct-07 (AM) : CCT (Tables Updated)
  • 23-Oct-07 : CRCT (Tables Updated)
  • 24-Oct-07 (AM) : AscottREIT (Tables Updated)
  • 24-Oct-07 (AM) : MI-REIT (Tables Updated)
  • 25-Oct-07 : MapleTree (Tables Updated)
  • 29-Oct-07 : AllCo (Tables Updated)
  • 29-Oct-07 : Suntec (Tables Updated)
  • 30-Oct-07 (AM) : Cambridge (Tables Updated)
  • 30-Oct-07 : MMP (Tables Updated)
  • 31-Oct-07 : CDLHTrust (Tables Updated)
  • 6-Nov-07 : Fortune

Fund Raising

  • 15-Oct-07 (AM) : Cambridge – Private Placement 276,973,000 New Units @ $0.70 to be listed on 18-Oct-07 2pm
  • 31-Oct-07 (AM) : CMT – Private Placement 97,000,000 New Units @ $3.63 to be listed on 7-Nov-07

Average Yield = 5.045%

REIT

Period

DPU ct

Price

Yield

NAV

Assets Type

First REIT

Q3 : Sep-07

1.72

S$0.795

8.428%

S$0.865

Hospitals + Hotel (Indonesia)

Cambridge

FY07 – Placement

5.357

S$0.73

7.338%

S$0.67

Industrial

MI-REIT

Q2 : Sep-07

1.86

S$1.17

6.308%

S$1.28

Industrial

AllCo

Q3 : Sep-07

1.59

S$1.02

6.167%

S$1.34

Malls + Office (S’pore and Aust)

Fortune

1H : Jun-07

17.7

HK$5.85

6.051%

HK$8.52

Malls (HK)

MapleTree

Q3 : Sep-07

1.72

S$1.20

5.733%

S$0.84

Industrial

A-REIT

Q2 : Sep-07

3.51

S$2.59

5.421%

S$1.45

Industrial

MMP

Q3 : Sep-07

1.54

S$1.20

5.092%

S$1.26

Malls + Office

PLife

2H07 : IPO

3.03

S$1.24

4.895%

S$1.25

Hospitals

AscottREIT

Q3 : Sep-07

1.99

S$1.67

4.766%

S$1.39

Serviced Apts (Regional)

Suntec

Q4: Sep-07

2.122

S$1.81

4.651%

S$2.18

Malls + Office

FrasersCT

Q4 : Sep-07

1.67

S$1.45

4.607%

S$1.16

Malls

CDL HTrust

Q3 : Sep-07

2.36

S$2.47

3.789%

S$1.29

Hotels

CMT

Q3 : Sep-07

3.40

S$3.66

3.686%

S$2.08

Malls + Office

K-REIT

Q3 : Sep-07

2.23

S$2.74

3.230%

S$2.56

Office

CCT

Q3 : Sep-07

2.14

S$2.69

3.156%

S$2.38

Office

CapitaRChina

Q3 : Sep-07

1.71

S$2.78

2.446%

S$1.02

Malls (China)

NOTES :

  • Mkt Price is as on 31-Oct-07
  • CDL HTrust : Annualised DPU = 9.36ct ; No Div Payout (Semi-Annual Policy)
  • MMP : Annualised DPU = 6.11ct
  • Cambridge : Q307 – DPU 1.7ct ; Annualised DPU = 6.745ct ; Actual DPU Payout 2.01ct (for the period 1-Jul-07 to 17-Oct-07)
  • Suntec : Annualised DPU = 8.419ct
  • AllCo : Annualised DPU = 6.29ct ; No Div Payout (Semi-Annual Policy)
  • MI-REIT : Annualised DPU = 7.38ct
  • AscottREIT : No Div Payout (Semi-Annual Policy)
  • CapitaRChina : Annualised DPU = 6.80ct
  • CCT : Annualised DPU = 8.49ct ; No Div Payout (Semi-Annual Policy)
  • First REIT : Annualised DPU = 6.70ct
  • CMT : Annualised DPU = 13.49ct
  • Cambridge : Equity Fund Raising Circular – DPU : FY07 5.357ct (Annualised) ; FY08 5.542ct ; Private Placement 276,973,000 New Units @ $0.70
  • K-REIT : Annualised DPU = 8.85ct ; No Div Payout (Semi-Annual Policy)
  • PLife : IPO Forecast – 2H07 : 3.3ct ; FY08 : 6.25ct ; FY09 : 6.39ct

Shipping Trusts (non-REITs)

Trust

Period

DPU ct

Price

Yield

NAV

Assets Type

PacShipTr US$

Q3 : Sep-07

1.09

$0.425

10.259%

$0.44

Shipping Trust

FSL Trust US$

Q3 : Sep-07

2.23

$0.865

10.312%

$0.94

Shipping Trust

Rickmers

Q2 : Jun-07

1.364

S$1.51

8.560%

$1.02

Shipping Trust

NOTES :

  • All in US$ except for Rickmers Mkt Price
  • FSL : Annualised DPU 8.92ct
  • FSL : IPO Quarterly DPU Forecast – 2.13ct (FY07) ; 2.237ct (1H08) ; 2.343ct (2H08) ; 2.45ct (1H09)
  • Rickmers : Yield Computed Using Exchange Rate S$1.51:US$1 (IPO Prospectus)
  • Rickmers : DPU is for 1-Apr-07 to 30-Jun07 ; Annualised DPU 8.56ct

Performance – September 2007

STI +24.13% : 3706.23 (Sep-07) vs 2985.83 (2006)

Rank – Capital Gains

REIT

Sep-07

Dec-06

Gain

Div

Yield

Total

CDL HTrust

S$2.30

S$1.67

37.7%

5.62

3.4%

41.1%

CMT

S$3.90

S$2.91

34.0%

9.47

3.3%

37.3%

CapitaRChina

S$2.80

S$2.10

33.3%

3.21

1.5%

34.9%

AscottREIT

S$1.90

S$1.60

18.8%

5.25

3.3%

22.0%

CCT

S$2.84

S$2.62

8.4%

6.29

2.4%

10.8%

K-REIT

S$2.69

S$2.50

7.6%

5.67

2.3%

9.9%

Suntec

S$1.95

S$1.82

7.1%

6.028

3.3%

10.5%

MapleTree

S$1.25

S$1.19

5.0%

4.52

3.8%

8.8%

MMP

S$1.22

S$1.17

4.3%

4.44

3.8%

8.1%

Cambridge

S$0.83

S$0.80

3.7%

4.416

5.5%

9.3%

First REIT

S$0.78

S$0.76

2.6%

3.25

4.3%

6.9%

A-REIT

S$2.73

S$2.67

2.2%

9.87

3.7%

5.9%

FrasersCT

S$1.56

S$1.53

2.0%

4.88

3.2%

5.2%

Fortune

HK$5.85

HK$5.90

-0.8%

26.21

4.4%

3.6%

AllCo

S$1.06

S$1.11

-4.5%

4.51

4.1%

-0.4%

NOTES :

  • Not Adjusted for Rights or New Issues Which May Be at a Discount
  • Dec-06 : End Dec-06 Mkt Price
  • Sep-07 : End Sep-07 Mkt Price
  • Gain : Capital Gains = (Sep-07 Mkt Price – Dec-06 Mkt Price) / (Dec-06 Mkt Price)
  • Div : Total Dividend Received in 2007 (Includes those Not Paid Out ie. Semi-Annual Distribution)
  • Yield : Div Yield Using Dec-06 Mkt Price
  • Total : Total Gain = Capital Gain + Dividend Yield

Gearing – September 2007

New data for the month,

  • 28-Sep-07 : AllCo – Capital Group from 14.9252% To 13.9655% (26-Sep-07)
  • 27-Sep-07 : Suntec – Morgan Stanley from 10.604% to 9.964% (24-Sep-07)
  • 17-Sep-07 : CRCT – Capitaland from 40.00% to 40.04%
  • 17-Sep-07 : PLife – UBS from 9.41% to 2.12% (13-Sep-07)
  • 14-Sep-07 : Suntec – UBS from 7.14% to 6.19% (12-Sep-07)
  • 14-Sep-07 : PLife – Newbridge from 46.8% to 44.9% (13-Sep-07)
  • 11-Sep-07 : MI-REIT – Lion Capital from 7.84% to 6.94% (10-Sep-07)
  • 10-Sep-07 : Cambridge – Schroder from 5.957% To 6.033% (6-Sep-07)
  • 10-Sep-07 : CMT – Capital Group from 5.93% to 4.93% (7-Sep-07)
  • 10-Sep-07 : MI-REIT – UBS from 21.54% to 22.62% (7-Sep-07)
  • 8-Sep-07 : Cambridge – CWT from 9.729% to 8.746% (10-Apr-07 to 8-May-07)
  • 7-Sep-07 : CRCT – Capital Group from 9.0961% to 10.0786% (4-Sep-07)
  • 7-Sep-07 : PLife – UBS from 15.56% to 9.91% (6-Sep-07)
  • 7-Sep-07 : PLife – Parkway from from 37.30% to 35.46% (6-Sep-07)
  • 6-Sep-07 : Suntec – UBS from 6.99% to 7.07% (4-Sep-07)
  • 6-Sep-07 : MI-REIT – UBS from 20.6 % to 21.35% (4-Sep-07)
  • 6-Sep-07 : MI-REIT – Lion Capital from 8.99% to 7.84% (4-Sep-07)
  • 2-Sep-07 : Cambridge – Schroder from 4.92% to 5.032% (22-Aug-07)

REIT

Assets

Debts

Gearing

Shares

Major Shareholders

A-REIT

S$3329M

S$1216M

38.0%

1,324,806,148

Ascendas 20.8% ; MGM 6.5% ; Capital Grp 5.82%

AllCo

S$1267M

S$306M

24.2%

697,314,606

AllCo 16.054% ; Capital Grp 13.9655% ; Farallon 9.86% ; Enso 5.997%

AscottREIT

S$1303M

S$365M

28.0%

604,735,000

Temasek 47.17%

Cambridge

S$673M

S$322M

47.7%

514,504,160

Yap Chin Kon – 9.765% ; CWT 8.746% ; Capital Grp 6.0139% ; Schroder 6.033%

CapitaRChina

S$793M

S$230M

29.6%

475,971,690

Capitaland 40.04% (CMT 20%) ; PGGM 10% ; Capital Grp 10.0786%

CCT

S$4638M

S$1204M

25.5%

1,383,555,748

Temasek 31.97% ; Capital Grp 5.9624% ; Stitching 10.67%

CDL HTrust

S$1365M

S$590M

43.2%

702,512,807

Hong Leong 39.49% ; Istithmar Hotels 9.7%

CMT

S$5782M

S$1876M

40.3%

1,564,310,772

Temasek 31.98% ; NTUC 6.84%

First REIT

S$306.7M

S$35.9M

12.2%

271,844,387

Lippo 20.3% ; RZB 9.2%

Fortune

HK$9545M

HK$2336M

24.6%

809,641,049

Cheung Kong 34.44% ; Stitching 14.9% ; Temasek 6.93% ; Capital Grp 6.8% ; Cohen 7.047%

FrasersCT

S$1003M

S$307.5M

30.7%

617,212,469

F&N 51% ; Stitching 6.04% ; AIA 5.04%

K-REIT

S$696M

S$190M

27.3%

242,332,586

Keppel 72.2%

MacCookIReit

S$323M

S$26M

8.1%

260,504,932

UBS 22.62% ; Lion 6.94% ; USS 8.45% ; Indus 5.76% ; MacCook 5%

MapleTree

S$2201M

S$1182M

54.0%

1,108,180,172

Temasek 31.96% ; Capital Grp 7.14% ; UBS 7.06%

MMP

S$1763M

S$510M

29.0%

950,278,429

MacQuarie 26.3% ; Morgan Stanley 11.023% ; AIA 10.998%

PLife

S$787M

S$34M

4.3%

601,418,000

Newbridge 44.9% (Parkway + TPG Capital) ; Sunil 6.03%

Suntec

S$3913M

S$915M

23.3%

1,634,654,434

Morgan Stanley 9.964% ; UBS 6.19% ; Shaw 5.81% ; Cheng YT 5.81% ; Temasek 5.98%

Notes :

  • This table will be updated only as and when new data are available
  • The Major Shareholders data may not be uptodate. Pls chk SGX Annc to verify

September 2007

Average Yield = 4.759%

REIT

Period

DPU ct

Price

Yield

NAV

Assets Type

First REIT

Q2 : Jun-07

1.65

S$0.78

8.449%

S$0.865

Hospitals + Hotel (Indonesia)

Cambridge

Q2 : Jun-07

1.56

S$0.83

7.539%

S$0.67

Industrial

MI-REIT

Q1 : Jun-07

1.52

S$1.22

6.213%

S$1.13

Industrial

Fortune

1H : Jun-07

17.7

HK$5.85

6.051%

HK$8.52

Malls (HK)

AllCo

1H : Jun-07

2.99

S$1.06

5.689%

S$1.35

Malls + Office (S’pore and Aust)

MapleTree

Q2 : Jun-07

1.59

S$1.25

5.088%

S$0.85

Industrial

A-REIT

Q1 : Jun-07

3.37

S$2.73

4.941%

S$1.46

Industrial

MMP

Q2 : Jun-07

1.50

S$1.22

4.934%

S$1.25

Malls + Office

PLife

2H07 : IPO

3.03

S$1.27

4.779%

S$1.25

Hospitals

Suntec

Q3: Jun-07

2.10

S$1.95

4.321%

S$1.78

Malls + Office

FrasersCT

Q3 : Jun-07

1.67

S$1.56

4.282%

S$1.09

Malls

AscottREIT

1H : Jun-07

3.60

S$1.90

3.789%

S$1.40

Serviced Apts (Regional)

CDL HTrust

1H : Jun-07

3.86

S$2.30

3.383%

S$1.04

Hotels

CMT

Q2 : Jun-07

3.12

S$3.90

3.208%

S$2.08

Malls + Office

CCT

1H : Jun-07

4.25

S$2.84

3.004%

S$2.39

Office

K-REIT

1H : Jun-07

3.91

S$2.69

2.929%

S$2.00

Office

CapitaRChina

1H : Jun-07

3.21

S$2.80

2.307%

S$0.99

Malls (China)

NOTES :

  • Mkt Price is as on 28-Sep-07
  • Cambridge : Equity Fund Raising (On-Going) – FY07 : 5.604ct (7.005% @ $0.80) ; FY08 : 5.799ct (7.249% @ $0.80) ; Forecast based on New Shares Issued @ $0.80
  • PLife : IPO Forecast – 2H07 : 3.3ct ; FY08 : 6.25ct ; FY09 : 6.39ct
  • CDL HTrust : Annualised DPU = 7.78ct ; Actual Payout = 4.11ct for Period 1-Jan-07 to 18-Jul-07
  • Cambridge : Annualised DPU = 6.257ct
  • Suntec : Annualised DPU = 8.425ct
  • CMT : Annualised DPU = 12.51ct
  • MI-REIT : Annualised DPU = 7.58ct ; DPU Payout for Period 19-Apr-07 to 30-Jun-07
  • MMP : Annualised DPU = 6.02ct
  • AscottREIT : Actual DPU Payout = 2.1ct ; 1.5ct Already Paid for 1-Jan-07 to 25-Mar-07
  • CapitaRChina : Annualised DPU = 6.46ct ; Actual DPU Payout = 3.27ct (23-Oct-06 to 30-Jun-07)
  • First REIT : Annualised DPU = 6.59ct
  • CCT : Annualised DPU = 8.53ct
  • A-REIT : Annualised DPU = 13.49ct
  • K-REIT : Annualised DPU = 7.88ct

Shipping Trusts (non-REITs)

Trust

Period

DPU ct

Price

Yield

NAV

Assets Type

PacShipTr US$

Q2 : Jun-07

1.06

$0.44

9.636%

$0.44

Shipping Trust

FSL Trust US$

Q2 : Jun-07

2.3

$0.875

10.023%

$0.96

Shipping Trust

Rickmers

Q2 : Jun-07

1.364

S$1.62

7.979%

$1.02

Shipping Trust

NOTES :

  • All in US$ except for Rickmers Mkt Price
  • Rickmers : Yield Computed Using Exchange Rate S$1.51:US$1 (IPO Prospectus)
  • Rickmers : DPU is for 1-Apr-07 to 30-Jun07 ; Annualised DPU 8.56ct
  • FSL : DPU is for 27-Mar-07 to 30-Jun-07 ; Annualised DPU 8.77ct
  • FSL : IPO Quarterly DPU Forecast – 2.13ct (FY07) ; 2.237ct (1H08) ; 2.343ct (2H08) ; 2.45ct (1H09)