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MacArthurCook Industrial REIT

esmond
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07-Oct-2008 10:50

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Full Name	Closing Price	Debt to Equity Ratio	PER	P/B	Net Profit Margin	ROA	ROE	Assets Turnover	Current Ratio	NTA
MACARTHURCOOK INDUSTRIAL REIT	0.44	0.68	3.2	0.34	72%	2%	3%	2%	0.07	1.30
ASCENDAS REAL ESTATE INV TRUST	1.790	0.81	11.5	0.95	56%	1%	2%	2%	2.23	1.88
CAMBRIDGE INDUSTRIAL TRUST	0.445	0.60	5.8	0.57	86%	3%	5%	4%	0.10	0.79

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stevento
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05-Oct-2008 18:27

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REIT	Period	DPU ct	Price	Yield	NAV	Assets Type
MI-REIT	Q2: Sep-09	2.35	$0.49	19.18%	S$1.30	Logistics
AllCo	2H : Dec-08	3.99	$0.51	15.80%	S$1.39	Malls + Office (S'pore, Jap & Aust)
Cambridge	Q3: Sep-08	1.56	$0.43	14.52%	S$0.79	Industrial
CDL HTrust	2H : Dec-08	5.89	$0.85	13.86%	S$1.61	Hotels
AscottREIT	2H : Dec-08	4.52	$0.66	13.80%	S$1.57	Serviced Apts (Regional)
First REIT	Q3: Sep-08	1.91	$0.59	12.95%	S$0.923	Hospitals + Hotel (Indonesia)
LMIR	Q3: Sep-08	1.51	$0.51	11.84%	S$0.972	Malls - Indonesia
Suntec	Q3: Jun-08	2.79	$1.09	10.25%	S$2.24	Malls + Office
FrasersCT	Q3 : Jun-08	1.88	$0.78	9.64%	S$1.17	Malls
MapleTree	1H : Jun-08	2.93	$0.66	8.88%	S$0.83	Industrial
Fortune	Q2 : Jun-08	8.79	4.16 HKD	8.45%	HK$9.02	Malls (HK)
MP REIT	Q3: Sep-08	1.78	$0.78	9.13%	S$1.60	Malls + Office
K-REIT	2H : Dec-08	3.94	$0.96	8.21%	S$2.22	Office
Saizen	FY08 - IPO	5.3	$0.68	7.79%	S$1.05	Residential (Japan)
CapitaRChina	2H : Dec-08	2.72	$0.71	7.66%	S$1.07	Malls (China)
A-REIT	Q1 : Jun-08	3.89	$2.49	6.25%	S$1.85	Industrial
PLife	Q3: Sep-08	1.66	$1.16	5.72%	S$1.34	Hospitals
CCT	2H : Dec-08	5.19	$1.91	5.43%	S$3.12	Office
CMT	Q3: Sep-08	3.52	$2.85	4.94%	S$2.39	Malls + Office
IndiaBulls		2	$0.49	16.33%	S$2.39	IT Ind Park

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koolsice
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02-Oct-2008 18:19

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This REIT currently at 19% yield... I'm gonna stock upon this counter..

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stevento
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21-Sep-2008 12:48

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MACARTHURCOOK

DPU per quarter 2.350

Price 0.6300

Yield 14.92

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esmond
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13-Aug-2008 14:41

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MI-REIT, highest yield (11.124%) among all REITs!

NEWS RELEASE

MacarthurCook Industrial REIT’s 1Q 20091 distributable amount rises by 67.8% year-onyear2

Highlights

- Portfolio achieves year-on-year net property income growth of 93.9%

- Distribution per unit (“DPU”) of 2.35 cents for 1Q 2009 is 54.6% higher than 1Q 2008 DPU and 5.9%

higher than 4Q 2008 DPU

Tuesday, August 12, 2008

August 2008

Results Announcement

5 Aug 08 - HWT (Table Updated)
5 Aug 08 - Rickmers (Table Updated)
12 Aug 08 - MI-REIT (Tables Updated)
13 Aug 08 - CitySpring

Average Yield = 7.849%

REIT	Period	DPU ct	Price	Yield	NAV	Assets Type
First REIT	Q2 : Jun-08	1.91	S$0.70	10.886%	S$0.923	Hospitals + Hotel (Indonesia)
MI-REIT	Q1 : Jun-08	2.35	S$0.845	11.124%	S$1.30	Industrial
LMIR	Q2 : Jun-08	1.5	S$0.585	10.291%	S$0.972	Malls - Indonesia
Cambridge	Q2 : Jun-08	1.561	S$0.64	9.809%	S$0.79	Industrial
Fortune	Q2 : Jun-08	8.79	HK$4.16	8.899%	HK$9.02	Malls (HK)
AllCo	1H : Jun-08	3.99	S$0.74	9.338%	S$1.39	Malls + Office (S'pore and Aust)
AscottREIT	1H : Jun-08	4.52	S$1.01	8.950%	S$1.57	Serviced Apts (Regional)
CDL HTrust	1H : Jun-08	5.89	S$1.26	9.397%	S$1.61	Hotels
MapleTree	1H : Jun-08 (Rights - Proforma)	2.93	S$0.735	7.973%	S$0.83	Industrial
Saizen	FY08 - IPO	5.30	S$0.68	7.794%	S$1.05	Residential (Japan)
Suntec	Q3: Jun-08	2.793	S$1.48	7.590%	S$2.24	Malls + Office
A-REIT	Q1 : Jun-08	3.89	S$2.49	6.249%	S$1.85	Industrial
MP REIT	Q2 : Jun-08	1.78	S$1.06	6.755%	S$1.60	Malls + Office
FrasersCT	Q3 : Jun-08	1.88	S$1.22	6.164%	S$1.17	Malls
CapitaRChina	1H : Jun-08	2.72*	S$1.10	6.173%	S$1.07	Malls (China)
K-REIT	1H : Jun-08	3.94	S$1.42	5.563%	S$2.22	Office
PLife	Q2 : Jun-08	1.66	S$1.16	5.733%	S$1.34	Hospitals
CCT	1H : Jun-08	5.19	S$1.91	5.466%	S$3.12	Office
CMT	Q2 : Jun-08	3.52	S$2.85	4.968%	S$2.39	Malls + Office

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koolsice
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03-Dec-2007 22:27

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Phillip Securities Research issued a 'BUY" call with a fair value proce of $1.43.

http://www.remisiers.org/research//mireit120307.pdf

This counter is going from strength to strength. With the current low prices, it is really a good time to stock up.

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koolsice
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29-Nov-2007 21:55

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MacarthurCook Industrial REIT - buys building for S$25 mln

Tan Jin San, 29 Nov 2007

MacarthurCook Industrial REIT (MI-REIT) has acquired an office and warehouse facility in Tai Seng industrial park for S$25 mln.

The acquisition is scheduled to be completed in February 2008.

MI-REIT will lease the building at 135 Joo Seng Road to Singapore-listed manufacturer Powermatic Data Systems for five years with the option to extend for another five years.

The manager of MI-REIT said the acquisition provides unitholders with medium to long term income stability and also the opportunity for capital and rental value growth.

With the acquisition of 135 Joo Seng, MI-REIT will have total investments of approximately S$642.6 mln in 22 properties.

Analysts surveyed by Reuters have an Outperform call on the REIT with a target price of S$1.48.

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KiLrOy
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26-Oct-2007 11:13

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Yells: "I buy only what I can see."

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What we want in ReITs is consistent y-o-y dividend yield.

----------------

Industrial REITS FY07 FY08 FY09

Mapletree Logistics Trust 5.4% 6.0% 6.9%

Ascendas REIT 5.0% 5.5% 5.6%

Cambridge Industrial Trust8.3% 9.0% 9.0%

Average yields 6.2% 6.8% 7.2%

Ofifce REITs

CapitaCommercial Trust 3.3% 4.1% 4.4%

Keppel-REIT 3.1% 4.0% 4.8%

Suntec REIT 4.4% 5.0% 5.6%

Allco REIT 6.3% 6.8% 7.2%

Average yields 4.3% 5.0% 5.5%

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koolsice
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26-Oct-2007 10:09

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Philip Securities issued a BUY call with a fai value of $1.39.

http://www.remisiers.org/research//mireit102507.pdf

I really think this REIT is a good one to keep considering it has been slowly acquiring more properties to add to the current portfolio.

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Farmer
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24-Oct-2007 10:30

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MacCookIReit has posted 2QFY08 earning inline with forecast, distribution of 1.86cts per unit and increase of NAV to $1.28. Current share price may be attractive as compared to its competitor in similar sector.

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Farmer
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08-Oct-2007 11:46

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It seems that recently, the BBs are active in this counter...... with OCBC paring down its holding to <7% now, while UBS up its stake to >22%. I wonder what's on their card, M&A?

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koolsice
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08-Oct-2007 10:05

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MI-REIT completed its third acquisition since IPO - Philip Securities Research has 'BUY' call.

http://www.remisiers.org/research//mireit100507%20tp1.39%20ps.pdf

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koolsice
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18-Sep-2007 10:29

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Phillip Securities issued a BUY call with a fair value of $1.39/share

http://www.remisiers.org/research//mireit91707%20fv1.39%20ps.pdf

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koolsice
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05-Sep-2007 11:22

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MacarthurCook Industrial REIT has just completed its annual revaluations for six of its properties.

It's book value rose S$30.6 mln, representing a 9.7% gain over the appraised value of the Properties on 19 April this year.

To get the consensus analysts' view on this company and our insights on this announcement, please subscribe to Investor Central. ~

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zhuge_liang
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07-Jun-2007 16:31

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It climbed to a high of $1.38 after analysts highlighted its plans to acquire more properties.

"We believe the REIT has identified potential acquisitions in Singapore, valued at around $210 million, to be injected over the next 18 months," said UBS, which started coverage of the stock with a "buy" rating and a price target of $2.07.

HSBC also started coverage of the REIT -- with an "overweight" rating and a price target of $1.57.

"We see this as an undervalued Singapore REIT trading at a large discount to its peers," HSBC said in its report.

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Applet123
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28-May-2007 12:01

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What is the target price given by Morgan Stanley?

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ViperSTI
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28-May-2007 00:35

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JP Morgan initiated a buy call on this counter. However, from the trend and FA, I dun see any reason to do so. Can anybody correct me? Perhaps I am missing out something.

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EastonBay
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20-Apr-2007 12:29

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Sorry about the red patch, it was unintentional. Oh well, it closed on the first day of trading 1.16 below its IPO price of $1.2. It's debut coincided with the +3% drop in STI among seas of red in Asia, from Shenzeng, Shanghai, HangSeng and Japan.

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EastonBay
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20-Apr-2007 12:25

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MacarthurCook REIT flat at S$1.20 in Singapore debut

19 Apr 2007 14:01

SINGAPORE, April 19 (Reuters) - MacarthurCook Industrial REIT <MCRT.SI> units opened at the issue price of S$1.20 in its Singapore stock market debut on Thursday, following its S$297 million ($197 million) initial public offering.

The company said in a statement that the offering of 247.33 million new units, which raised S$297 million from institutional and retail investors, was about 3.3 times subscribed.

A total of S$312.5 million was raised including units sold to vendors of the properties which form the trust's initial portfolio, the company said.

Australian real estate manager MacarthurCook Ltd. <MCK.AX> has put 12 industrial properties, valued at S$316.2 million, in the Singapore REIT.

Singapore's property trust market is the third-largest in Asia-Pacific after Australia and Japan.

The MacarthurCook Industrial REIT will compete with other Singapore industrial property trusts such as Cambridge Industrial Trust <CMIT.SI>, Ascendas <AEMN.SI> and Mapletree Logistics <MAPL.SI>. ((Reporting by Jamie Lee, editing by Sara Webb; jamiewl.lee@reuters.com, Reuters Messaging; jamiewl.lee.reuters.com@reuters.net; +65 6870-4575)) ($1=1.511 Singapore Dollar) Keywords: MACARTHURCOOK IPO/

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