Frasers Logistics & Commercial Trust (FLCT)

Results

FLCT reports 2HFY2022 DPU of 3.77 cents, down 2.8%

Adjusted net property income for 2HFY2022 was down 10.6% y-o-y to $162.1 million.

REITs

FLCT completes divestment of Port Melbourne property at lower consideration of $37.5 mil

The new consideration is A$1.0 million lower than the previous consideration of A$42.5 million.

Broker's Calls

S-REITs now at 'attractive levels' with bargains emerging following recent panic selling: UOB Kay Hian

Some of UOB Kay Hian's top picks include CLAS, FCT and LREIT.

Broker's Calls

UOB Kay Hian remains ‘overweight’ on logistics REITs in Singapore, calls ‘buy’ on FLCT and MLT

Singapore is “an ideal hub to support e-commerce fulfilment”, UOB KH says.
Some office and retail S-REITs could rebound, but expect a 'fear of recession' ahead: DBS - THE EDGE SINGAPORE

Broker's Calls

Some office and retail S-REITs could rebound, but expect a 'fear of recession' ahead: DBS

“Despite reopening plays doing well year-to-date, up 10%, we believe the hospitality and office sectors will continue to shine.”

Property

FLCT acquires prime freehold logistics property in North West England, UK at an estimated cost of $175.9 mil

The development of the property is expected to be completed in the second half of 2023 and will be leased to Peugeot.

REITs

FLCT acquires three freehold logistics and industrial properties in Australia for $65.2 mil

The acquisition will be fully funded by the divestment proceeds of Cross Street Exchange in Singapore.

Broker's Calls

Analysts maintain ‘buy’ calls on FLCT, with target prices starting from $1.56

Analysts have maintained their “buy” and “add” calls on FLCT, although some have lowered their target prices.

Results

Frasers Logistics & Commercial Trust says pandemic has had 'no material impact' on business

Frasers Logistics & Commercial Trust (FLCT) has seen a $0.2 million dip in its distributable income for 1QFY2021 ended Dec 31.
FLCT to divest Cross Street Exchange for $810.8 mil - THE EDGE SINGAPORE

REITs

FLCT to divest Cross Street Exchange for $810.8 mil

The consideration amount represents a 28.3% premium to the leasehold property’s book value of $632.0 million as at Sept 30, 2021.
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