best yield stock on the asx, page-24

super,

I tried in vain today to scour the net (sites like CBRE in Japan) and boolean searches on google. I searched all the names of the office properties to see which would come up.

Unfortunately the annual report lists top 20 tenants.

The only clues we have as to which property/tennant is the following:

1.They leased a whole building
2.They were only one tennant
3.From the announcement occupancy dropped by 1% so it was certainly not one of the larger properties and in fact most proably one of the much smaller ones. ie it is a whoile building that by lettable area only accounts for 1% of AJA's total lettable area. This is why it won't/didn't affect distribution guidance. And you are right when this is re-leased which they would be working like crazy to do, they are unlikely to inform us.

Do you believe my deductions above are correct/logical???

Also, FYI, instutions only have to disclose when they hit or drop below 5% substantial holding. ie: UBS last notice was because they fell from above 5% holidng to below 5%. So in theory a company could buy 5.01% of stock then make an initial sub holding disclosure, then sell 0.02% of their holdings at which time they would make a disclosure ceasing to be a substantial holder and then dump 4.99% of their stock when or how they choose.

Cheers and good luck.