Thursday, October 21, 2010

CapitaCommercial Trust

CapitaCommercial Trust likely to gain after reporting 7.6% yoy rise in 3Q DPU to 1.99¢, +1.0% qoq (2Q: 1.97¢). Results are ahead of expectations, occupancy rates show improvement qoq. DPU gains largely due to lower property tax, interest savings on lower borrowings with net property income down 1.0% yoy to $76.3m but +2.8% qoq. CCT notes demand for office space increased in 3Q10 reflecting improved business & market sentiment. Grade A office occupancy rates up to 97.2% vs 93.6% in 2Q.

Expects positive demand growth to continue into 2011. Reit +0.7% at $1.44 yday; recent peak at $1.49, highest since Sep 2008. Current yield ~5.5%.

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