บทวิเคราะห์ (Research)

(EN) WHART: Improving operations plus attractive real yield WHART’s operations are improving. Portfolio occupancy rate is projected to rise to 88% by 3Q24 and exceed 90% in FY25 from 84% in 2Q24, premised on contracts signed in September (4% of NLA) and under negotiation (3%). Also, they plan to raise rents for RWH assets next year. Based on annualized 1H24 DPU, the REIT would declare Bt0.77 DPU for the full year, implying 7.3% gross yield and attractive 5.8% real yield.