Frasers Centrepoint Trust (FCT)

FCT to raise stake in NEX to 50%; reports resilient 1Q - THE EDGE SINGAPORE

REIT Watch

FCT to raise stake in NEX to 50%; reports resilient 1Q

FCT's acquiring of a 24.5% stake in NEX for $523.1 million brings its total to 50%.

REITs

FCT to acquire additional 24.5% effective stake in Nex for $523.1 mil

Following the acquisition, FCT will have an effective interest of 50.0% in the mall.

Results

Frasers Centrepoint Trust reports 99.9% retail committed occupancy in business update

FCT's retail committed occupancy, excluding Tampines 1 which is undergoing AEIs, improved 1.5 percentage points y-o-y.

Broker's Calls

UOBKH maintains 'overweight' rating on S-REITs after seeing 'healthy signs' that inflationary pressures have moderated

Analyst Jonathan Koh keeps his buy call on CDLHT, FCT, FEHT, KREIT, LREIT and MINT.

Investing ideas

Investors can ‘sit tight’ in ‘defensive’ FCT amid higher funding costs: analysts

FCT reported a DPU of 6.02 cents for the 2HFY2023 ended Sept 30 and FY2023 DPU of 12.15 cents.
Analysts trim estimates and TPs on FCT after 2HFY2023 and FY2023 results - THE EDGE SINGAPORE

Broker's Calls

Analysts trim estimates and TPs on FCT after 2HFY2023 and FY2023 results

The analysts' target prices range from $2.12 to $2.60.

Results

Frasers Centrepoint Trust reports FY2023 DPU of 12.15 cents, 0.6% lower y-o-y

2HFY2023 DPU fell by 1.2% y-o-y to 6.02 cents.
Frasers Centrepoint Trust appoints Raffles Medical’s CIO to board - THE EDGE SINGAPORE

New appointments

Frasers Centrepoint Trust appoints Raffles Medical’s CIO to board

Darren Tan is said to have over 28 years of experience in financial matters.

REITs

Frasers Centrepoint Trust announces proposed divestment of 28.85% of Hektar REIT

Frasers Centrepoint Trust announces divesting 143m units in Hektar REIT following proposed sale of Changi City Point
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