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DGAP-News: Gazit-Globe Reports First Quarter 2012 Financial Results (deutsch)

Veröffentlicht am 23.05.2012, 09:03
Gazit-Globe Reports First Quarter 2012 Financial Results

Gazit-Globe

23.05.2012 09:03

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FFO & FFO Per Share Grew by 42% and 33% Respectively

Same Property NOI Grew by 4.2%

TEL-AVIV, Israel, May 23, 2012 (GLOBE NEWSWIRE) -- Gazit-Globe (TASE:GLOB)

(NYSE:GZT), one of the world's leading multi-national real estate companies

focused on acquisition, development and redevelopment of supermarket-anchored

shopping centers announced today its financial results for the three months

ended March 31, 2012.

References to the 'Group' relate to Gazit-Globe's consolidated statements.

References to the 'Company' relate to Gazit-Globe's stand-alone financial

statements. Unless otherwise stated, financial information included in this

press release relates to the 'Group'.

Highlights:

-- NOI for the quarter increased by 13% to NIS 935 million compared to NIS 828

million for the same quarter last year

-- FFO for the quarter increased by 42% to NIS 126 million (NIS 0.76 per

diluted share) as compared to NIS 89 million (NIS 0.57 per diluted share)

for the same quarter last year

-- Investments during the quarter totaled NIS 1,150 million, compared to NIS

3,474 million the same quarter last year

-- Net income attributable to the Company's shareholders for the quarter

totaled NIS 260 million (NIS 1.52 per diluted share) compared to a loss of

NIS 14 million (loss of NIS 0.09 per diluted share) for the same quarter

last year

-- Same-property NOI grew by 4.2% compared to the same quarter last year and

occupancy rate was 94.3% compared to 93.9% the same quarter last year

-- Shareholders' equity as of March 31, 2012 totaled NIS 7,396 million (NIS

44.9 per share), compared to NIS 6,123 billion (NIS 39.7 per share) on

March 31, 2011 and NIS 7,309 million (NIS 44.3 per share) as of December

31, 2011

-- EPRA NAV per share as of March 31, 2012 was NIS 51.6 compared to NIS 41.1

per share as of March 31, 2011 and NIS 49.4 as of December 31, 2011

-- As of March 31, 2012, the Group had cash on hand and unutilized revolving

credit facilities of NIS 8.2 billion, of which NIS 1.9 billion are at the

Company's level

-- As of March 31, 2012, net debt to total assets (LTV) was 58.0%, same as on

December 31, 2011 and compared to 61.2% as of March 31, 2011

-- The Company's Board of Directors declared a quarterly cash dividend of NIS

0.40 per share payable on July 3, 2012 to shareholders of record as of June

18, 2012. The quarterly cash dividend of NIS 0.40 per share represents an

annualized amount of NIS 1.60

Roni Soffer, President of Gazit-Globe: 'We started the year with strong growth

in all operational parameters. During the quarter we saw continued strong

contribution from our investments made over the past 18 months and from the

effective capital allocation which is reflected in our internal and external

growth, we have taken advantage of opportunities both in the private and public

real estate markets while carefully exploring investment opportunities and

continuing to maintain a conservative and strong balance sheet, as we have

always done'.

Financial Highlights for the three months ended March 31, 2012:

-- Rental income increased by 11% to NIS 1,411 million compared to NIS 1,268

million in first quarter 2011

-- NOI increased by 13% to NIS 935 million compared to NIS 828 million in

first quarter 2011

-- Proportional consolidated NOI increased by 19% to NIS 531 million, compared

to NIS 446 million in first quarter 2011

-- FFO increased by 42% to NIS 126 million (NIS 0.76 per diluted share) as

compared to NIS 89 million (NIS 0.57 per diluted share) in first quarter

2011

-- Net income attributable to the Company's shareholders for the quarter

totaled NIS 260 million (NIS 1.52 per diluted share) compared to a loss of

NIS 14 million (loss of NIS 0.09 per diluted share) for the same quarter

last year

-- Cash flow from operating activities totaled NIS 146 million, compared to

NIS 342 million in first quarter 2011. The decrease is mainly due to time

differences with respect to payments to third parties.

-- The fair value gain from investment property and investment property under

development was NIS 321 million compared to NIS 69 million in first quarter

2011

Acquisition, Development and Redevelopment Activities

During the quarter, the Group acquired 5 income-producing properties totaling

32 thousand square meters and adjacent land parcels for future development for

the aggregate amount of NIS 721 million. The Group also invested an amount of

NIS 429 million in development and redevelopment projects.

As of March 31, 2012, the Group had 14 properties under development with a

gross leasable area of 248 thousand square meters and 27 properties under

redevelopment with a gross leasable area of 151 thousand square meters with a

total investment value of NIS 3,089 million. The additional cost to complete

the properties under development and redevelopment totals NIS 1,488 million.

On May 4, 2012 the Company and First Capital Realty ('FCR') have submitted to

Gazit America ('GAA'), who owns medical office and retail properties in Canada

and approximately 12.7% of Equity One's outstanding shares, a non-binding

preliminary proposal to purchase all of the common shares of GAA by Gazit-Globe

and to acquire all of the medical office and retail properties by FCR. The

transaction proposal and consideration are subject to certain approval

processes and other customary conditions. Assuming acceptance of this proposal,

GAA shall be fully owned by Gazit-Globe. The proposed transaction is expected

to close in July 2012.

Financing Activities

-- During the first quarter of 2011, the Group raised net equity of NIS 131

million

-- As of March 31, 2012, the Group had cash on hand and unutilized revolving

credit facilities of NIS 8.2 billion, of which NIS 1.9 billion are at the

Company's level

Balance Sheet Highlights

-- As of March 31, 2012, net debt to total assets (LTV) was 58.0%, same as on

December 31, 2011 and compared to 61.2% as of March 31, 2011

-- Shareholders' equity as of March 31, 2012 totaled NIS 7,396 million (NIS

44.9 per share), compared to NIS 6,123 billion (NIS 39.7 per share) on

March 31, 2011 and NIS 7,309 million (NIS 44.3 per share) as of December

31, 2011

-- EPRA NAV per share as of March 31, 2012 was NIS 51.6 compared to NIS 41.1

per share as of March 31, 2011 and NIS 49.4 as of December 31, 2011

Dividend

-- The Company's Board of Directors declared a quarterly cash dividend of NIS

0.40 per share payable on July 3, 2012 to shareholders of record as of June

18, 2012. The quarterly cash dividend of NIS 0.40 per share represents an

annualized amount of NIS 1.60

ACCOUNTING AND OTHER DISCLOSURES

The Company believes that publication of FFO, which is calculated according to

EPRA best-practice recommendations, better reflects the operating results of

the Company, since the Company's financial statements are prepared in

conformity with IFRS. In addition, publication of FFO provides a better basis

for the comparison of the Company's operating results between different

reporting periods and strengthens the uniformity and the comparability of this

financial measure to that published by European property companies.

As clarified in the EPRA and NAREIT position papers, the FFO measures do not

represent cash flows from current operations according to accepted accounting

principles, nor do they reflect the cash held by a company or its ability to

distribute that cash, and they are not a substitute for the reported net income

(loss). Furthermore, it is also clarified that these measures are not part of

the data audited by the Company's independent auditors.

CONFERENCE CALL/WEB CAST INFORMATION

Gazit-Globe will host a conference call and webcast in English on Wednesday,

May 23, 2012 at 5:00 p.m. Israel Time, 3:00 p.m. United Kingdom/ 4:00 p.m.

Central European Time/ 10:00 a.m. Eastern Time to review the first quarter

financial results. Shareholders, analysts and other interested parties can

access the conference call by dialing 1 866 966 9439 (U.S./Canada) or 0800 694

0257 (U.K.) or +44 (0) 1452 555 566 (International) or 1 809 216 057 (Israel)

or on the Company's website www.gazit-globe.com.

For those unable to participate during the call, a replay will be available for

future review on Gazit-Globe's website under Investor Relations.

FOR ADDITIONAL INFORMATION

A comprehensive copy of the Company's annual report is available on Gazit-Globe

website at www.gazit-globe.com. To be included in the Company's e-mail

distributions for press releases and other Company notices, please send e-mail

addresses to Ms. Avishag Kichel, International Investor Relations, at

akichel@gazitgroup.com.

ABOUT GAZIT-GLOBE

Gazit-Globe is one of the largest owners and operators of supermarket-anchored

shopping centers in the world. In addition, the Company is active in North

America in the healthcare real estate sector. Gazit-Globe is listed on the Tel

Aviv Stock Exchange (TASE:GLOB) and is included in the TA-25 and the

Real-Estate 15 indices in Israel. The Company is also listed on the New York

Stock Exchange (NYSE:GZT). The Group operates properties with a total value of

approximately $19.0 billion in more than 20 countries and owns and operates

over 600 properties with a gross leasable area of approximately 6.7 million

square meters. www.gazit-globe.com.

FORWARD LOOKING STATEMENTS

This release may contain forward-looking statements within the meaning of the

U.S. federal securities laws. These statements are made pursuant to the safe

harbor provisions of the Private Securities Litigation Reform Act of 1995. Such

statements involve a number of known and unknown risks and uncertainties, many

of which are outside our control, that could cause our future results,

performance or achievements to differ significantly from the results,

performance or achievements expressed or implied by such forward-looking

statements. Important factors that could cause or contribute to such

differences include risks detailed in our public filings with the SEC. Except

as required by law, we undertake no obligation to update any forward-looking or

other statements herein, whether as a result of new information, future events

or otherwise.

Below please find excerpts from our first quarter report. For the full report

in English, please go to http://www.gazitglobe.com/financial-reports.

Consolidated Statement of Financial Position

--------------------------------------------------------------------------------

-



March 31, December

31,

----------------

2012 2011 2011

----------------------------

Unaudited Audited

----------------------------

NIS in millions

----------------------------

ASSETS



CURRENT ASSETS:



Cash and cash equivalents 1,349 1,356 1,961

Short-term investments and loans 513 205 807

Marketable securities at fair value through profit 202 40 97

or loss

Available-for-sale financial assets 36 56 67

Financial derivatives 90 105 84

Trade receivables 713 392 714

Other accounts receivable 316 345 331

Inventory of buildings and apartments for sale 1,120 473 1,128

Income taxes receivable 20 37 18

----------------------------



4,359 3,009 5,207



Assets classified as held for sale 1,040 830 714

----------------------------



5,399 3,839 5,921

----------------------------

NON-CURRENT ASSETS:



Investments in associates 177 *) 79 166

Other investments, loans and receivables 421 *) 290 408

Available-for-sale financial assets 305 202 314

Financial derivatives 890 1,012 937

Investment property 54,616 47,220 54,627

Investment property under development 3,854 3,148 3,219

Non-current inventory 54 18 52

Fixed assets, net 733 626 751

Goodwill 100 143 101

Other intangible assets, net 55 13 69

Deferred taxes 194 83 167

----------------------------



61,399 52,834 60,811

----------------------------



66,798 56,673 66,732

============================

*) Reclassified.



The accompanying notes are an integral part of these

interim consolidated financial statements.



Consolidated Statement of Financial Position

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-



March 31, December

31,

--------------------

2012 2011 2011

-------------------------------

Unaudited Audited

-------------------------------

NIS in millions

-------------------------------

LIABILITIES AND EQUITY



CURRENT LIABILITIES

Credit from banks and others 366 189 497

Current maturities of non-current liabilities 3,116 2,921 3,629

Financial derivatives 5 20 25

Trade payables 767 517 851

Other accounts payable 1,377 984 1,340

Advances from customers and buyers of apartments 289 98 380

Income taxes payable 54 51 54

Dividend payable 66 60 -

-------------------------------



6,040 4,840 6,776

Liabilities attributed to assets held for sale 167 298 103

-------------------------------



6,207 5,138 6,879

-------------------------------

NON-CURRENT LIABILITIES

Debentures 16,194 15,174 15,782

Convertible debentures 1,381 753 1,121

Interest-bearing loans from financial 19,616 16,737 19,899

institutions and others

Financial derivatives 332 89 353

Other financial liabilities 411 240 382

Employee benefit liability, net 7 4 8

Deferred taxes 2,729 *) 2,041 *) 2,584

-------------------------------



40,670 35,038 40,129

-------------------------------

EQUITY ATTRIBUTABLE TO EQUITY HOLDERS OF THE COMPANY

Share capital 218 208 218

Share premium 3,787 3,481 3,787

Retained earnings 4,097 *) 3,353 *) 3,903

Foreign currency translation reserve (820) *) (1,141) *) (728)

Other reserves 135 *) 247 *) 150

Loans granted to purchase shares of the Company **) - (4) **) -

Treasury shares (21) (21) (21)

-------------------------------



7,396 *) 6,123 *) 7,309

Non-controlling interests 12,525 *) 10,374 *) 12,415

-------------------------------



Total equity 19,921 *) 16,497 *) 19,724

-------------------------------



66,798 56,673 66,732

===============================



*) Retroactively adjusted due to amendment to IAS 12.

**) Represents an amount of less than NIS 1 million.



Consolidated Income Statement

--------------------------------------------------------------------------------

-







Three months Year

ended ended

March 31, December

31,

------------------

2012 2011 2011

---------------------------

Unaudited Audited

---------------------------

NIS in millions (except

for per share data)

---------------------------



Rental income 1,411 1,268 5,239

Revenues from sale of buildings, land and 488 177 1,257

contractual works performed

---------------------------



Total revenues 1,899 1,445 6,496

---------------------------



Property operating expenses 479 442 1,740

Cost of buildings sold, land and contractual works 467 165 1,199

performed

---------------------------



Total cost of revenues 946 607 2,939

---------------------------



Gross profit 953 838 3,557



Fair value gain from investment property and 321 69 1,803

investment property under development, net

General and administrative expenses (179) (174) (830)

Other income 87 70 160

Other expenses (3) (3) (62)

Group's share in earnings (losses) of associates, 2 (6) 40

net

---------------------------



Operating income 1,181 794 4,668



Finance expenses (526) (591) (2,302)

Finance income 52 53 79

Decrease in value of financial investments (1) (5) (16)

---------------------------



Profit before taxes on income 706 251 2,429

Taxes on income 137 *) 55 *) 373

---------------------------



Net income 569 *) 196 *) 2,056

===========================



Attributable to:



Equity holders of the Company 260 *) (14) *) 713

Non-controlling interests 309 *) 210 *) 1,343

---------------------------



569 *) 196 *) 2,056

===========================

Net earnings (loss) per share attributable to equity

holders of the Company (NIS):



Basic net earnings (loss) 1.58 *) (0.09) *) 4.59

===========================



Diluted net earnings (loss) 1.52 *) (0.09) *) 4.24

===========================



*) Retroactively adjusted due to amendment to IAS

12.



The table below presents the calculation of the Company's FFO, computed

according to the directives of EPRA, and its FFO per share for the stated

periods:

--------------------------------------------------------------------------------

-



For the 3 For the

months year

ended ended

March 31 Decembe

r 31

-----------------

2012 2011 2011

-------------------------

NIS in millions (other

than per share data)

-------------------------



Net income (loss) attributable to equity holders 260 (*) (14) (*) 713

of the Company for the period

-------------------------



Adjustments:

Fair value gain from investment property and (321) (69) (1,803)

investment property under development, net

Capital loss (gain) on sale of investment 2 (1) 14

property and investment property under

development

Impairment of goodwill - - 38

Changes in the fair value of derivatives measured 21 88 193

at fair value through profit and loss

Adjustments with respect to associates (1) (**) - 2

Loss (gain) from decrease in holding rate of - (**) - 1

investees

Deferred taxes, current taxes with respect to 132 (*) 48 (*) 444

disposal of properties

Gain from bargain purchase (82) - (102)

Acquisition costs recognized in profit and loss 3 8 21

Non-controlling interests' share in above 112 17 581

adjustments

-------------------------



Nominal FFO 126 77 102

=========================



Additional adjustments:

CPI and exchange rate linkage differences (23) 34 167

Gain (loss) from early redemption of 2 (17) (4)

interest-bearing liabilities

Depreciation and amortization 7 8 26

Other adjustments 1 14 (13) 114

-------------------------



FFO according to the management approach 126 89 405

=========================

Basic FFO according to the management approach 0.77 0.57 2.62

per share (in NIS)

=========================

Diluted FFO according to the management approach 0.76 0.57 2.67

per share (in NIS)

=========================



(*) Retroactively adjusted due to the amendment

to IAS 12

(**) Represents an amount of less than NIS 1

million.



1 Income and expenses adjusted against the net income for the purpose of

calculating FFO, which include the adjustment of income from the waiver of the

bonus and the compensation with respect to the expiration of the employment

agreement of the Chairman of the Board of Directors, expenses and income from

exceptional legal proceedings not related to the reporting periods, expenses

arising from termination of the engagement of senior Group employees and also

income and expenses from operations not related to income-producing property.

CONTACT: Gazit-Globe Ltd.

1 HaShalom Rd.

Tel Aviv, Israel 67892

+972 3 694 8000



For additional information:

Gadi Cunia,

Senior Executive VP and CFO

News Source: NASDAQ OMX

23.05.2012 Dissemination of a Corporate News, transmitted by DGAP -

a company of EquityStory AG.

The issuer is solely responsible for the content of this announcement.

DGAP's Distribution Services include Regulatory Announcements,

Financial/Corporate News and Press Releases.

Media archive at www.dgap-medientreff.de and www.dgap.de

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Language: English

Company: Gazit-Globe





Panama

Phone:

Fax:

E-mail:

Internet:

ISIN: PAL0605071A3

WKN:



End of Announcement DGAP News-Service



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