Stuffs from BT 300123:

Keppel DC REIT results: https://links.sgx.com/1.0.0/corporate-annou...8dca0c73d3ec8e0

MPACT results: https://links.sgx.com/1.0.0/corporate-annou...45133f8c6deaeca

CICT results: https://links.sgx.com/1.0.0/corporate-annou...3d03a93f739a4a6

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Notice of dividend payments for KIT and CDL Hospitality Trust, as advertised in BT 310123:



This post has been edited by TOS: Feb 1 2023, 01:16 PM

KORE result: https://links.sgx.com/1.0.0/corporate-annou...ee16a5c43dcb862

I missed FLCT yesterday...

FLCT 1Q FY 23 business updates: https://links.sgx.com/FileOpen/FLCT%201QFY2...t&FileID=745498

Digital Core REIT result: https://links.sgx.com/1.0.0/corporate-annou...26c54028c14381f

Ascendas reporting in a moment.

Ascendas REIT result: https://links.sgx.com/1.0.0/corporate-annou...371a26cd9916b63

Rental reversion still going strong into 4Q 22.

This post has been edited by TOS: Feb 2 2023, 06:01 PM

Hock Lock Siew stuff on Keppel REIT's "curious" 100 mil SGD anniversary distribution.



From BT 020223.

Sasseur REIT's loan refinanced. Pretty long announcement document (5 pages), lots of info.

https://links.sgx.com/FileOpen/Sasseur_REIT...t&FileID=745758

FHT's 1Q FY23 business update: https://links.sgx.com/FileOpen/FHT_1QFY23_B...t&FileID=745779

This post has been edited by TOS: Feb 3 2023, 11:03 PM

Yes, the aggressively deleveraged last year during 2Q 22 and 3Q 22.

You can read the slides below:

3Q 22: https://flct.frasersproperty.com/newsroom/2...4AF6QVOCQ.1.pdf (page 5: drop by 3.9% to 29.2%)

2Q 22: https://flct.frasersproperty.com/newsroom/2...BLMM5HP3U.3.pdf (page 5: originally 33.1%)

Source: https://flct.frasersproperty.com/publications.html

This post has been edited by TOS: Feb 3 2023, 11:29 PM

They didn't mention. https://links.sgx.com/FileOpen/Sasseur_REIT...t&FileID=745755

I will see if I can dig up anything from Bloomberg.

I think it's standard practice to not disclose the rate, from past experiencing reading such announcements. Some recent examples:

Keppel DC: https://wpcms.kepcorp.com/wm/cms-site/kcl/f...nnouncement.pdf

Ascendas: https://investor.capitaland-ascendasreit.co...Q2WXCGJQO.1.pdf

It would be nice if the rates are disclosed, but some of the facilities may have legal restrictions on announcing those sensitive numbers.

The banks may have other considerations. Competition between banks for example could affect rates. The MAS code for REIT regulation does not make disclosure of facilities' rate mandatory (guess the banks/REITs lobbied).

Anyway, I will check on Bloomberg later.

This is the 31st Jan's 3-year secured facility agreement, consisting of 125 mil SGD term, 10 mil SGD revolving and 54 mil USD term facility. Maturity date is 31st Jan 2026.



You can see the Index+Margin column values are "N.A.", so no info on the rates.

The additional info you get from this screenshot, as compared the the official announcement, is that the subsidiary is based in British Virgin Island.

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This is all I can find on Bloomberg. Keyword used is "SASSEUR" (anything with the word "Sasseur" in it).



Most of the loans are the ones about to due in Feb and March this year. (The dates in the Description column are due/maturity dates). The newest one is the 31st Jan loan mentioned above, due in 2026.

As the latest onshore RMB loan announcement was made only yesterday, the banks may not have registered the deal on Bloomberg that quickly. Will help you keep an eye on the Bloomberg results from time to time.

This post has been edited by TOS: Feb 4 2023, 03:30 PM

Capitaland India Trust result: https://links.sgx.com/1.0.0/corporate-annou...abb1f3523482161

REIT Watch, from BT 060223:

Some more results:

Hutchison Ports Holdings Trust: https://links.sgx.com/1.0.0/corporate-annou...e5229d65ef8a968

Lendlease Global Commercial REIT: https://links.sgx.com/1.0.0/corporate-annou...6c3b4ffd0eff1c8

Hock Lock Siew stuff and AIT dividend announcement, from BT 070223: