大众远东产业及旅游业基金（PFEPRF）的前景！（英文版）

Takumi

13. City Developments Ltd (Singapore)

•  City Developments Limited develops and owns properties and hotels in over 20 countries spanning Asia, Europe, North America & Australia.

•  The company’s growth will be driven by the rising office values, residential selling prices and land bank restocking.

•  Hong Leong Holding is the major shareholder with 16.4% as of Mar 2007.

14. Keppel Land Ltd (Singapore)

•  Keppel Land Limited is the property arm of Keppel Group.

•  The company’s portfolio of properties includes office towers, residential properties, hotels, resorts, retail complexes, industrial buildings and townships.

•  Going forward, the company’s growth will be driven by the robust Singapore property market and overseas expansion in countries such as India, Vietnam, Indonesia & Thailand.

•  Keppel Corporation is the major shareholder with 52.8% as of Mar 2007.

15. Central Pattana Public Co Ltd ( Thailand)

•  Central Pattana (CPN) is one of Thailand's largest shopping mall operators. The company currently operates eight shopping malls in Bangkok, one in Pattaya and one in Chiang Mai. The total rentable area is 674,000sqm.

•  CPN has recently spun off Central Rama II and Central Rama III into Central Retail Growth Property fund. By securitising mature assets via Reits, the company can grow its business without excessive debt financing. Besides the complete renovation of its flagship Central World Plaza (formerly known as World Trade Center), CPN plans to open 5 new malls in the next 5 years.

16. Cathay Real Estate Development Co Ltd (Taiwan)

•  Cathay Real Estate Development is the largest housing developer in Taiwan.

•  It develops, sells and leases residential and commercial buildings; commanding a pricing premium due to its good product quality, lifetime after-sales service and strong brand image.

•  It is aggressively acquiring more land and is expected to benefit from the optimistic view on Taipei’s property market.

•  Cathay Real Estate Development Retirement, the company’s pension fund, is the largest shareholder with a 24.8% shareholding.

17. Hyundai Development (Korea)

•  Hyundai Development Corporation is Korea’s leading housing developer and its housing brand name I-Park is recognized for its quality apartments.

•  The company also provides an exposure to Privately-funded Infrastructure projects.

•  The company is one of the Big Six construction companies, along with competitors like Hyundai E&C, Samsung Corp, Daewoo E&C, LG E&C and Daelim Ind.



[ 本帖最后由 Takumi 于 20-7-2007 02:50 AM 编辑 ]

Takumi

1. Shangri-La Asia Ltd (Hong Kong)

l  Shangri-La Asia is one of Asia's leading hotel brands. The group has hotel operations in HK, China, South East Asia and has expanded to Australia and the Middle East through managementcontracts. Shangri-La has a diverse product base consisting of luxury hotels, budget and resorts. Its strong brand in Asia allows them to expand using (non-equity) management contracts - in China, Middle East and Australia, which generates more stable fee revenue.

l  The group's major shareholders are the Kuok Family (Kerry Group) of Malaysia who own 45% of the company.

l  All its key markets have registered impressive revenue growth and the momentum is expected to continue into the rest of the year. Going forward it is on track to open six new owned hotels, mostly in China in FY07.

2. Genting Berhad (Malaysia)

l  Genting is a conglomerate involved in six major activities: casino gaming; cruise operations; property development and plantations; power generation and oil and gas exploration.

l  Genting is transforming into a global player, expanding in the United Kingdom (via the acquisition of Stanley Leisure), Singapore (where it won the rights to develop the Sentosa Integrated Resorts) and Macau.

3. Resorts World Berhad (Malaysia)

l  Resorts is Malaysia's sole casino operator. It also owns a 36% stake in Star Cruises Ltd, the third largest cruise operator in the world.

l  Resorts is a 53.6% owned subsidiary of the Genting Berhad.

l  Going forward, Resorts is expected to benefit from increased consumer spending from robust GDP growth and increased numbers of visitors due to Visit Malaysia Year 2007.

4. Banyan Tree Hldgs Ltd (Singapore)

•    Banyan tree is a leading Singapore-based premium resort owner and operator with ownership interest in 20 resorts and hotels, 53 Spas and 62 galleries at over 40 locations in 20 countries, mainly in Asia Pacific.

•    The successful branding of their products, Banyan Tree and Angsana, enable the company to command prices at the high end of the market for resorts, hotels and spas.

•    The company also operates Laguna Phuket, the leading integrated resort in Thailand.

5. Mandarin Oriental International Ltd (Singapore)

•    Mandarin Oriental International Limited is an international hotel investment and management group operating deluxe and first class hotels and resorts worldwide.

•    The company now operates, or has under development, 9,500 rooms in 20 countries with 15 hotels in Asia, 12 in the Americas and 7 in Europe and North Africa..

•    As one of the leading brands in luxury hotel chains in Asia, it is well posited to benefit from growing demand for luxury hotels in Asia

•    It is part of Jardine Matheson Group which owns 75%




[ 本帖最后由 Takumi 于 20-7-2007 02:57 AM 编辑 ]

Takumi

1. Westfield Group (Australia)

•     Westfield Group is an internally managed and vertically integrated shopping centre group, undertaking ownership, development and properties.

•     Its total assets of A$60.7 billion, comprises 121 shopping centres in 4 countries with over 10.2 million square meters of retail space. It is the largest Australian property group listed on the Australian Stock Exchange and the world’s largest retail property group by market capitalisation.

•     The company will continue to focus on the expansion and development of shopping centres and expect to commence between A$1.5 to A$2 billion of new projects each year.

2. Stockland Corporation (Australia)

•     Stockland is one of Australia’s most progressive property investment and development organisations. The company is leading the way in the design, development and management of large scale projects across Australia.

•     Stockland has managed to achieve 24 consecutive years of increasing profit, underpinned by its diversified assets spanning shopping centres, commercial, industrial properties and residential developments.

•     Stockland is expected to deliver consistent long term performance on the back of its diverse asset base with 40 retail properties, 28 commercial properties, 25 industrial and office parks as well as 83 development projects.

3. Macquarie Goodman Group (MGG)(Australia)

•     MGG is an integrated property group focused on the ownership, management and development of industrial property and business space throughout Asia Pacific and Europe.

•     MGG has a quality direct investment portfolio of 83 properties which is valued at A$3.6 billion. The company currently enjoys an impressive occupancy rate of 98%.

•     MGG’s growth initiatives included the acquisition of assets intended to seed future fund initiatives and the movement of a greater portion of the development programme into its managed funds.

4. Nippon Building Fund (NBF) (Japan)

•     NBF is the first Japanese real estate investment fund (J-REIT) listed on the J-REIT section of the Tokyo Stock Exchange. It invests in real estate, trust beneficiary certificates and securities with a total asset size of Yen634 billion (US$5.1 billion).

•     Today, NBF has the largest market capitalisation and asset under management among J-REITs. As of 30 June 2006, the company held 55 office buildings and other properties in the centre of Tokyo, surrounding areas and other cities in Japan.

•     NBF is expected to sustain its growth via consistent rent increases, new property acquisition, area expansion and asset enhancement program.

5. Japan Real Estate Investment Corp (JRE) (Japan)

•     JRE is a J-REIT focused on real estate, real estate investment fund and other real estate investment related securities.

•     JRE has a highly liquid portfolio with 51 properties in the Tokyo metropolitan area and other major cities as of June 1, 2007. Its assets base has grown to about JPY443 billion on an acquisition basis.

•     JRE’s portfolio is expected to be strengthened via the acquisition of top-level properties and upgrading of building facilities.

[ 本帖最后由 Takumi 于 20-7-2007 03:03 AM 编辑 ]

Takumi

6. Japan Retail Fund Investment Corp(JRF) (Japan)

•     JRF is a J-REIT specialised in commercial facility real estate.It is the first J-REIT which exclusively invests in retail properties.

•     JRF’s asset manager is a joint venture between Mitsubishi Corporation, a leading Japanese general trading company and UBS AG, one of the world’s leading financial firms with significant experience and expertise in real estate investment and management.

•     The company is expected to achieve stable mid-to-long-term earnings and asset growth through its investment in 41 properties located in major metropolitan areas such as Tokyo, Nagoya and Osaka as well as well as other major cities.

7. Link REIT(Hong Kong)

•     The Link REIT is the first REIT listed on the Hong Kong Stock Exchange. Its property portfolio comprises 180 retail and carpark facilities across Hong Kong, the largest such portfolio held by a single owner in Hong Kong.

•     On the back of the company’s unique and strong market position of managing a geographically diverse portfolio of retail and carpark facilities, The Link REIT was awarded by Euromoney as the “Asian’s Best Newly Listed Company in the “Asia’s Best Managed Companies 2006” survey.

•     The company plans to spend HK$1.22 billion capex over the next 3 years and expects returns on capex of 10-20%. This asset enhancement program should help to improve the quality of the portfolio, to optimise trade mixes and to raise rental income.

8. Champion REIT(Hong Kong)

•     Champion REIT is formed to own and invest in an income-producing portfolio of office and commercial properties primarily in Hong Kong.

•     It is Hong Kong’s largest commercial REIT by market capitalization and currently offers investors direct exposure to prime grade “A” office, namely Citibank Plaza, an office development located in the Central District of Hong Kong.

•     Champion REIT is expected to generate stable and sustainable distributions as 30.7% of its leases are due for rental revision and 19.7%  of its leases are due for renewal in 2007 when vacancies are expected to remain very low.

9. Capitamall Trust (Singapore)

•     Capitamall trust is the largest REIT listed on the Singapore Stock Exchange by market capitalisation and asset size. It offer an excellent exposure to suburban retail space in Singapore.

•     It is 34% owned by Capitaland, the largest real estate company listed in Singapore by market capitalisation.

•     Capitamall Trust holds the first right of refusal for assets disposed by Capitaland.

•     Its high quality portfolio of suburban malls is expected to benefit from rental growth on the back of strong domestic economy and improving consumer sentiment.

10. Suntec REIT (Singapore)

•     Suntec Reits is the first composite REIT listed on the Singapore Stock Exchange with exposure to both retail and office sector in Singapore

•     It is managed by ARA Trust management Group,part of Cheung Kong Holdings which is the largest property developer in Hong Kong by market capitalisation

•     It owns the Suntec City Mall and 1.2m square feet of office space in Suntec City, the largest integrated commercial development in the central business district in Singapore

•     Suntec REIT is expected to benefit from increasing demand for office space and improving consumer sentiment in Singapore

[ 本帖最后由 Takumi 于 20-7-2007 03:08 AM 编辑 ]

Takumi

11. CapitaRetail China Trust (Singapore)

•   CapitaRetail China Trust is a Singapore listed REIT which focus solely on quality retail properties in China

•   Its portfolio comprises seven retail malls in China which were all anchored by well regarded international and domestic retailers such as Beijing Hualian, Carrefour and Wal-Mart

•   The trust has a first right of refusal to purchase Capitaland’s S$ 1.76 bn worth of retail malls under development in China

•   The trust will benefit from China’s rapidly growing retail sector and consumer consumption

12. Starhill REIT (Malaysia)

•   Starhill REIT (Starhill) is a property trust controlled by YTL Corporation.

•   With an asset size of RM1.28 billion, Starhill’s portfolio consists 4 properties in the Golden Triangle of Kuala Lumpur - Starhill Gallery and Lot 10 (retail malls), The JW Marriott Hotel, and ‘The Residences’ service apartments.

•   Starhill has a good brand name and prime location for its retail malls and hotels and will benefit from rising consumption spending and tourist arrivals.

13. Quill Capita Trust (Malaysia)

•   Quill Capita Trust (QCT) is a Real Estate Investment Trust (REIT) listed on the main board of Bursa Malaysia Securities Berhad on 8 January 2007.

•   Existing property portfolio, valued at RM280m, includes reputable tenants such as DHL, BMW and HSBC, which are all located in Cyberjaya. The buildings have a combined net lettable area (NLA) of 493,118 sq ft and 100% occupancy rate.

•    Attractive asset pipeline as QCT has the first right of refusal to buy Malaysian commercial properties from CapitaLand and Quill Group of companies.

•    To benefit from the commercial property up-cycle and increase in average rental rates given the growing demand for space office in Cyberjaya as the hub for outsourcing in Malaysia.

14. Axis REIT (Malaysia)

•    Axis REIT (Axis) is Malaysia’s first listed REIT, which was listed in August 2005 with an initial asset size of RM296m comprising 5 office and industrial buildings located in Petaling Jaya and Shah Alam. Axis has since acquired five other buildings in the Klang Valley, bringing total asset size to RM425m.

•    Axis owns seven commercial buildings in the Klang Valley, namely Axis Business Park, Menara Axis, Crystal Plaza, Infinite Centre, Axis Plaza, Kompleks Kemajuan and Kayangan Depot.

•    Axis has a proven acquisition and asset enhancement track record with upside potential in terms of rental and occupancy rates.

15. Hektar REIT (Malaysia)

•    Hektar REIT (Hektar) is a retail based REIT which owns two shopping malls, Subang Parade in Subang Jaya, Selangor and Mahkota Parade in Melaka, with a combined net lettable area (NLA) of 944,126 sq. ft. or a combined Open Market Value (OMV) of RM530m.

•    Emergence of Singapore’s Fraser Centrepoint as a major shareholder (27% stake) could help fast track Hektar’s acquisition plans to double its asset size by 2009 through property management and funding support. Hektar REIT also has the first right of refusal for its sponsor’s green-field retail projects.

•    Hektar is expected to benefit from the rising retail spending in Malaysia with continued demand and occupancy.

[ 本帖最后由 Takumi 于 20-7-2007 03:10 AM 编辑 ]

Takumi

http://www.publicmutual.com.my/documents/MARKETING/PFEPRF_PISBF_prospectus.pdf

Designated Fund Managers

Mr Tan Yan Heong
Ms Tan Chee Chin


资料完毕！
祝大家投资愉快！

共勉之

CECE825

谢谢你哦，其实拿一份MASTER PROSPECTOR里面就有了。
还是很谢谢你。。

summeRain

thank for ue sharing...

[ 本帖最后由 summeRain 于 20-7-2007 11:16 AM 编辑 ]

vinc666

原帖由 CECE825 于 20-7-2007 09:33 AM 发表
谢谢你哦，其实拿一份MASTER PROSPECTOR里面就有了。
还是很谢谢你。。

Master Prospectus应该没有这些资料吧。
我觉得应该是从financial talk那里得来的。
这些资料非常详细，感谢楼主不睡觉也给我们贴出来。

mapolang1981

好详细的资料，谢谢分享！

summeRain

when can i get takumi information~?

when i finish read prospectus... that is not the above information~~

leekk8

这些资料只有代理出席Investment Talk时，能得到这些资料。

wenhow

看了那么多，其实也懒惰看 . 那么楼主的结论是值不值的买？

Takumi

原帖由 CECE825 于 20-7-2007 09:33 AM 发表
谢谢你哦，其实拿一份MASTER PROSPECTOR里面就有了。
还是很谢谢你。。

只有出席大众信托的investment talk才知道这些详细的资料。

原帖由 summeRain 于 20-7-2007 09:38 AM 发表
thank for ue sharing...

谢谢支持！

原帖由 vinc666 于 20-7-2007 12:00 PM 发表
Master Prospectus应该没有这些资料吧。
我觉得应该是从financial talk那里得来的。
这些资料非常详细，感谢楼主不睡觉也给我们贴出来。

没错！谢谢支持！

原帖由 mapolang1981 于 20-7-2007 12:04 PM 发表
好详细的资料，谢谢分享！

谢谢！

原帖由 summeRain 于 20-7-2007 02:11 PM 发表
when can i get takumi information~?

when i finish read prospectus... that is not the above information~~

原帖由 leekk8 于 20-7-2007 02:14 PM 发表
这些资料只有代理出席Investment Talk时，能得到这些资料。

没错！是的．可是不是每个出席的人都能得到相关资料．

原帖由 wenhow 于 20-7-2007 03:04 PM 发表
看了那么多，其实也懒惰看 . 那么楼主的结论是值不值的买？

这基金的投资回酬我看好它与PFEDF与PIADF能看齐．（根据上述资料的分析报告）

bluecandc

资料齐全！！！ 谢谢你！

summeRain

解释好清楚～～太谢谢你们了～～

想问关于takumi朋友所贴上的的所有公司，是否全部都有在PFEPRF里～？

badegg

说得好! 股票RM100 买,BROKERAGE多少呢? 基金是不错的储蓄工具.

原帖由 leekk8 于 19-7-2007 11:15 PM 发表
不是每个人都敢投资股票的。。。如果敢，我也建议你们投资股票。

信托投资比较平稳，不用每天提心吊胆。。。

还有，这些海外基金投资在很多国家，一个国家经济不好，不会对该基金影响太大，这也是所谓的风 ...

Takumi

原帖由 Traverer 于 20-7-2007 10:09 PM 发表
粗略来看，

PFEPRF 的 equity range 是 75%-90%，
从 benchmark index 的组合来看是 70% 地产与旅游业公司；30% REIT，
所以你的每一块钱都会大约以 6:3:1 的比例投资在 equity, reit, bond/cash 里...
...

是的。的确是投资房地产与旅游业的最佳时机。

原帖由 bluecandc 于 21-7-2007 01:02 PM 发表
资料齐全！！！ 谢谢你！

不用客气。

原帖由 summeRain 于 21-7-2007 08:33 PM 发表
解释好清楚～～太谢谢你们了～～

想问关于takumi朋友所贴上的的所有公司，是否全部都有在PFEPRF里～？

所贴上的公司是指有潜能被大众信托的基金经理选中的股票。
不一定全部都投资在内。

lantro(kl)

谢谢啦！！！我正在考虑PFEPRF 和 PIADF。。。

mapolang1981

原帖由 lantro(kl) 于 22-7-2007 03:13 PM 发表
谢谢啦！！！我正在考虑PFEPRF 和 PIADF。。。

PIADF如要买的话，要快咯！乘现在价位还不是非常高的时候就要进场了。。。小弟也在考虑要不要在加码，还有另一支基金。。。PCSF。。。

[ 本帖最后由 mapolang1981 于 23-7-2007 10:40 AM 编辑 ]