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Atrium 30/6/14 quarter report, 注意atrium puchong 租約到期

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Atrium(5130, REITs)于29/10/2014发文告通知股东,atrium puchong 不获DHL Supply Chain (Malaysia) Sdn Bhd 续约,虽然合约的期限早于18/9/14截至,但是目前双方同意继续租用atirum puchong当中44,000sf的空间直至DEC 2014。

Atrium在文告中甚至“提醒”股东,如atrium不能及时找到合适租客,atrium或面临每月RM254,992或相等于18%的收入损失,影响非同小可。令uncle感到惊讶的是,atrium竟让发文告把续约不成的消息公告天下,仿佛在告诉投资者:“我们将面对困难,r u with me?”

uncle欣赏atrium的坦白,相信发布这文告后,不愿共难的投资者自然会卖票,而留守下来的投资者,也可对atrium的将来先“打个低” 其实早在2009年3月,atirum也曾经因为Atrium Shah Alam 2空置而导致派息下滑,那个季度的派息为1.65cent,并进一步于2009年6月下滑至0.8cent。可是在那之后,atrium表现出惊人的稳定性,连续21个季度派息都高于2.1cent,甚至冷眼前辈也曾公开赞扬atrium(click here to read article) 

其实除了坏消息,atrium也有迎来好消息,本因在august 2014租约到期的atrium usj block A成功续约3年。依uncle看来,atrium puchong很可能会面对一段“空白期”,但以atrium过去的优良record来看,我相信atrium绝对有能力handle~

再来我们看看atrium 30/6/2014 quarter report,平心而论,没什么好看的,因为atrium稳定的很吓人~

atrium revenue 下滑0.12%,profit上涨0.14%,派息维持在2.2cent, ex-date 10/11/14, payment date 28/11/14, 虽然atrium毫无惊喜,但是平平稳稳的业绩就像婚姻一样,细水长流~

想更了解atrium? 请click here连接到atrium detail

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