ESR-LOGOS REIT (E-LOG)

REITs

ESR-LOGOS completes divestment of three non-core assets for $182.9 mil

E-LOG had previously announced its intention to divest seven of its non-core assets for approximately $337.0 million.

Broker's Calls

Analysts positive on ESR-LOGOS REIT despite slower macro outlook and near-term challenges

The analysts expect DPU to remain relatively flat before posting a healthy organic growth from FY2025 onwards.

Results

ESR-LOGOS REIT’s 1HFY2023 DPU falls by 5.6% y-o-y to 1.378 cents mainly on enlarged unit base

Unitholders will receive their distributions on Sept 27.
RHB, DBS stay 'buy' as ESR-LOGOS REIT divests seven assets with 'slightly high' discount - THE EDGE SINGAPORE

Broker's Calls

RHB, DBS stay 'buy' as ESR-LOGOS REIT divests seven assets with 'slightly high' discount

“All key metrics, such as weighted average land lease tenures and weighted average lease expiry rates should improve slightly.”
ESR-LOGOS to divest seven non-core assets for $337.0 mil - THE EDGE SINGAPORE

REITs

ESR-LOGOS to divest seven non-core assets for $337.0 mil

Post-completion, E-LOG’s aggregate leverage on a pro forma basis will decrease from 41.8% to 33.6%.

Property

Sanli Environmental acquires ESR-LOGOS REIT’s property at 22 Chin Bee Drive for $13.8 mil

The property’s open market valuation was $13.8 million as at May 10.
OIR lowers ESR-LOGOS REIT's TP to 38 cents due to impact of an enlarged share base - THE EDGE SINGAPORE

Broker's Calls

OIR lowers ESR-LOGOS REIT's TP to 38 cents due to impact of an enlarged share base

The analyst has also lowered her DPU estimates for FY2023 to FY2027 by 8% to 10%.
Emboldened, REITs may raise equity following Link REIT’s successful rights issue take-up, E-LOG's EFR - THE EDGE SINGAPORE

REITs

Emboldened, REITs may raise equity following Link REIT’s successful rights issue take-up, E-LOG's EFR

MLT is raising $200mil to part finance $913mil of acquisitions; Link REIT and E-LOG's EFR may spur other REITs to follow suit
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