这么激动干嘛~ IGB的风险控管做得好啊。比较看看短期资产和短期债务。

Sunreit的QR报告
短期资产：0.4B
短期债务：3.037B
你不要和我说 重资产行业, 资产多, 随时变卖资产喔。。

求大神开解

知道为什么短期债务高吗？Revolving loan (RM) is classified as long term borrowings based on the tenor/repayment terms of 7 years due on 1
April 2026. On 31 July 2024, part of the revolving loan amounting to RM1.2 billion has been early settled through
issuances of 3 to 7 years unrated medium term notes due in 2027 to 2031. 答案早就写在annual report 2024里，但是你看不懂，只看得懂current liabilities。只是通过refinance 把部分债务转到短期债务里，单用这个来证明sunreits股价虚高就很....

Current Liabilities:
1. Short-term borrowings (最大块)
- Revolving credit facilities
- Islamic revolving financing
*大多数会续借rollover

2. 一年内到期的长期贷款

3. Distribution Payable
- 已经赚到钱, 宣布了派息, 还没发给股东

4. Trade & Other Payables

5. Deffered Income
- 租客的deposit和提前收的租金

目前sunreit的gearing ratio<50%, ok, 你说的有道理, reit的周转贷款很高, 可是通常会续借。

纯属我的看法。