Earnings Call Summary | BANCO ACTINVER SA(FBASF.US) Q1 2024 Earnings Conference
Earnings Call Summary | BANCO ACTINVER SA(FBASF.US) Q1 2024 Earnings Conference
The following is a summary of the Fibra UNO (FBASF) Q1 2024 Earnings Call Transcript:
以下是Fibra UNO（FBASF）2024年第一季度财报电话会议记录摘要：
Financial Performance:
财务业绩：
Fibra UNO reported Q1 revenues of MXN6.8 billion, an increase of 0.6% quarter-over-quarter and 7% year-over-year, driven mainly by an increase in rental contracts and renewals.
Net operating income (NOI) increased by 1.5% from the previous quarter, reaching nearly MXN5.2 billion.
Funds from operations decreased by 3.3% compared to the previous quarter, reaching MXN2.23 billion.
The company distributed MXN1.5 billion in the first quarter, which is equivalent to 68% of funds from operations.
Rental price per square meter in constant properties increased by 2.8% compared to the previous quarter's weighted average inflation.
Total annual rent per square foot increased by almost 1% compared to the previous quarter.
Fibra UNO公布的第一季度收入为68亿墨西哥比索，同比增长0.6％，同比增长7％，这主要是由租赁合同和续约的增加所推动的。
净营业收入（NOI）较上一季度增长了1.5％，达到近52亿墨西哥比索。
与上一季度相比，运营资金下降了3.3％，达到22.3亿墨西哥比索。
该公司在第一季度分配了15亿墨西哥比索，相当于运营资金的68％。
与上一季度的加权平均通货膨胀率相比，固定房产的每平方米租金价格上涨了2.8％。
与上一季度相比，每平方英尺的年总租金增长了近1％。
Business Progress:
业务进展：
With an occupancy rate of 98.4% in the industrial sector, they aim to reach 95% across all segments.
They are planning to segregate industrial portfolio into a publicly listed vehicle, options including an initial public offering or a joint venture with Fibra Terrafina.
Fibra UNO expects to complete its internalization process by Q2 2024, with the order of operations between internalization and carve-out, still unclear.
Owing to FX volatility, high rates and increasing inflation, the company will stick to fiscal results for dividends and adjust this number at the year-end, with the final adjustment expected in the fourth quarter.
Fibra UNO plans to acquire a 38% stake in Mitikah at a slight premium over the book value and continues to have a pipeline of asset sales available.
The company sees potential in having light manufacturing tenants in their logistics parks in Mexico City to cater to local and U.S. export demands.
他们的工业部门的入住率为98.4％，目标是所有细分市场的入住率达到95％。
他们计划将行业投资组合分成上市的工具，包括首次公开募股或与Fibra Terrafina的合资企业。
Fibra UNO预计将在2024年第二季度完成其内部化流程，内部化和分割之间的运作顺序尚不清楚。
由于外汇波动、高利率和通货膨胀率上升，该公司将坚持分红的财务业绩，并在年底调整这一数字，预计将在第四季度进行最终调整。
Fibra UNO计划以略高于账面价值的价格收购Mitikah38％的股份，并继续有资产出售渠道。
该公司认为，有可能在墨西哥城的物流园区租用轻型制造业租户，以满足当地和美国的出口需求。
Tips: This article is generated by AI. The accuracy of the content can not be fully guaranteed. For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：本文由 AI 生成。无法完全保证内容的准确性。欲了解更多详情，请访问投资者关系网站。本文仅供投资者参考，不构成任何投资建议。