ESR group

Qatar Investment Authority joins consortium to take ESR Group private - THE EDGE SINGAPORE

Offer

Qatar Investment Authority joins consortium to take ESR Group private

The expanded consortium now has a total stake of 1.69 billion shares or a 39.9% stake in ESR.

Data centres

ESR completes first phase of US$2 bil flagship data centre campus in Osaka, Japan

The OS1 data centre will be ready for service in May 2025.

Broker's Calls

Morningstar cuts ESR Group TP by 18% on ‘disappointing’ 1HFY2024

The real asset manager posted a loss of US$58 million for 1HFY2024, reversing from earnings of US$304 million in 1HFY2023.
ESR Group reports US$58 mil loss in 1HFY2024; 31.4% lower revenue  - THE EDGE SINGAPORE

Results

ESR Group reports US$58 mil loss in 1HFY2024; 31.4% lower revenue

The group reports steady progress in its key business priorities despite the challenging environment in 2024.

China Focus

Chinese warehouses, industrial parks grappling with surprising slowdown

Singapore-listed REITs with China assets have underperformed the broader stock market.
ESR Group receives no objection letter from Shanghai Stock Exchange on listing of logistics REIT - THE EDGE SINGAPORE

Company in the news

ESR Group receives no objection letter from Shanghai Stock Exchange on listing of logistics REIT

ESR Group is the sponsor of several Singapore-listed REITs including ESR-LOGOS REIT (E-LOG) and Sabana Industrial REIT.
ESR Group receives offer from consortium of investors including Starwood  - THE EDGE SINGAPORE

Offer

ESR Group receives offer from consortium of investors including Starwood

ESR Group receives offer from Consortium including Starwood
Starwood Group is said to mull buyout of warehouse developer ESR - THE EDGE SINGAPORE

Property

Starwood Group is said to mull buyout of warehouse developer ESR

Deliberations are preliminary and may not lead to a buyout
DBS keeps 'buy' call on ESR-LOGOS REIT following divestment of Australia property at premium to valuation - THE EDGE SINGAPORE

Broker's Calls

DBS keeps 'buy' call on ESR-LOGOS REIT following divestment of Australia property at premium to valuation

Since FY2023, the REIT has divested around $500 million worth of assets, fetching an average premium of just 1% to valuations
ESR’s Patmi declines by 59.8%, doubles down on data centres - THE EDGE SINGAPORE

Results

ESR’s maintains focus on fee-related AUM, doubles down on data centres

ESR Group's FY2023 Patmi declined by 59.8%, in line with peers. Plans to double down on data centres continue
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