Monday, October 7, 2013

REIT - Too much retail space?

Long Term: Neutral

Although there is an abundance of retail space in the Klang Valley, it has not affected the rental reversions of malls held by the REITs we cover. However, the continued arrival of new malls does suggest a worrying outlook post 2015. We retain our Neutral call on the M-REIT sector as the dividend yields of 5.1-5.5% for FY13-14 are not particularly attractive relative to the 3.98% yield for 10-year MGS. Furthermore, given our bullish view on the overall market, we believe that investors will shy away from defensive stocks such as REITs, preferring sectors that offer higher returns such as oil & gas and construction. Our preferred REIT is KLCCP due to the prime location of its assets (Petronas Twin Towers and Suria KLCC) while its property development projects would provide the REIT with key assets in the longer term.

We retain our Neutral call on the M-REIT sector as the dividend yields of 5.1-5.5% for FY13-14 are not particularly attractive relative to the 3.98% yield for 10-year MGS. Furthermore, given our bullish view on the overall market, we believe that investors will shy away from defensive stocks such as REITs, preferring sectors that offer higher returns such as oil & gas and construction. Our preferred REIT is KLCCP due to the prime location of its assets (Petronas Twin Towers and Suria KLCC) while its property development projects would provide the REIT with key assets in the longer term. 

What Happened 
The Starbiz weekly published an article focusing on the oversupply of retail malls in the Klang Valley which have caused rental rates to be flat in recent times. This surprised us as most of the retail REITs under our coverage recently achieved positive rental reversions of 10-15%. The article did go on to highlight that the main story is not just oversupply but the disparity between the successful malls and the struggling ones. The successful malls are the likes of KLCC Property's Suria KLCC and Pavilion REIT's Pavilion, which thrive due to their status as the go-to destinations for fashion outlets. According to property valuer Henry Butcher's MD the oversupply and overbuilding situation is only apparent in the city and not in the smaller towns. 

What We Think 
We think that the oversupply of malls is not a major concern yet. However, by 2015, mall space will increase by 28%, which could affect the occupancy rates of even the malls that are doing well. 

What You Should Do 
We recommend that investors stop accumulating REITs as dividend yields are not attractive relative to the risk-free rate. In the longer term, the rental reversion outlook does not look bright given the mall glut which will depress future rental reversions.

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