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ESR-LOGOS REIT
Broker's Calls
CGS International maintains ‘add’ call on ESR-LOGOS REIT on positive FY2025 guidance
The REIT’s 9MFY2024 revenue and NPI were below expectations at 71% of the brokerage’s forecasts.
22 days ago
REITs
ESR-LOGOS REIT makes a bigger push into Japan
ESR-LOGOS REIT to acquire new logistics assets from sponsor for $722 million, sponsor to backstop EFR
August 01, 2024
Broker's Calls
Following divestments made in April, RHB lowers TP for ESR-LOGOS REIT
The brokerage house however has kept its “buy” call, noting the REIT’s divestment has helped it weather high interest rates.
June 11, 2024
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
April 12, 2024
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
February 01, 2024
Insider moves
ESR-LOGOS starts buybacks; Wilmar's Kuok continues buying
Two other REITs have active buyback activities: Keppel REIT and Digital Core REIT
November 01, 2023
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'
October 02, 2023
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
September 14, 2023
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.
June 14, 2023
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
April 28, 2023