ESR-LOGOS REIT

E-LOG’s FY2023 DPU declines by 14.5% on asset sale and EFR, proposes acquisition of stake in Japan Income Fund    - THE EDGE SINGAPORE

Results

E-LOG’s FY2023 DPU declines by 14.5% on asset sale and EFR, proposes acquisition of stake in Japan Income Fund

E-LOG's DPU falls 14% y-o-y in FY2023 on asset sale, EFR; plans acquisition of stake in ESR Japan Income Fund
ESR-LOGOS starts buybacks; Wilmar's Kuok continues buying - THE EDGE SINGAPORE

Insider moves

ESR-LOGOS starts buybacks; Wilmar's Kuok continues buying

Two other REITs have active buyback activities: Keppel REIT and Digital Core REIT

Broker's Calls

DBS keeps 'buy' call on ESR-LOGOS REIT following sale of Tuas property at above valuation

'Overall, we see this as a positive for EREIT as they continue to carry out their portfolio rejuvenation and repositioning'
E-Log’s manager explains 4R strategy of rejuvenation, recycling, recapitalising, reinforcing  - THE EDGE SINGAPORE

REITs Report 2023

E-Log’s manager explains 4R strategy of rejuvenation, recycling, recapitalising, reinforcing

E-LOG's 4Rs are related to each other as as proceeds from capital recycling and recapitalising are used for rejuvenation
RHB is positive on ESR-LOGOS REIT's asset rejuvenation plans - THE EDGE SINGAPORE

Broker's Calls

RHB is positive on ESR-LOGOS REIT's asset rejuvenation plans

RHB is keeping 'buy' on ESR-LOGOS REIT but with a lower TP of 40 cents.
CGS-CIMG and DBS stay upbeat on ESR-LOGOS REIT - THE EDGE SINGAPORE

Broker's Calls

CGS-CIMB and DBS stay upbeat on ESR-LOGOS REIT

LOG can look to its sponsor’s pipeline of around US$2 billion for new growth
Analysts upbeat on ESR-LOGOS REIT's portfolio transformation - THE EDGE SINGAPORE

Broker's Calls

Analysts upbeat on ESR-LOGOS REIT's portfolio transformation

With its portfolio transformation underway, analysts are keeping positive on ESR-LOGOS REIT.

Results

ESR-LOGOS REIT reports 2HFY2022 DPU of 1.54 cents, up 7.5%

Full year DPU hits 3 cents, versus 2.987 cents paid for FY2021
Singapore’s logistics sector in a 'sweet spot': RHB - THE EDGE SINGAPORE

Broker's Calls

Singapore’s logistics sector in a 'sweet spot': RHB

RHB's top picks in this sector are Capitaland Ascendas REIT, ESR-LOGOS REIT and Aims APAC REIT.

Broker's Calls

RHB maintains ‘overweight’ on industrial S-REITs sector, but ‘neutral’ on M-REITs as it prefers more modern properties

RHB has “buy” calls on 10 out of 14 S-REITs, and two out of seven M-REITs.
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