Frasers Property Limited (FPL)

Broker's Calls

Brokers’ Digest: OCBC, Centurion, Frasers Property, Aztech Global, Sats, SIA

Here's what the analysts have to say this week.

Broker's Calls

Negatives already priced in for Frasers Property, says DBS

The team reinstated a “buy” on Frasers Property on Sept 14 with a target price of $1.21.

Broker's Calls

DBS reinstates 'buy' on Frasers Property, says 'immense value' overlooked by investors

DBS analysts have reduced their target price to $1.21 from $1.70 previously, pegged to a 60% discount to Frasers Property's RNAV.
Frasers Property appoints ThaiBev CEO as chairman of its exco - THE EDGE SINGAPORE

New appointments

Frasers Property appoints ThaiBev CEO as chairman of its exco

Current chairman Charoen Sirivadhanabhakdi will be retiring from his position.
Frasers Property entity secures refinancing for $1.08 bil green loan  - THE EDGE SINGAPORE

Environmental, Social and Governance

Frasers Property entity secures refinancing for $1.08 bil green loan

Frasers Property enjoys a lower margin on its green loan if Frasers Tower maintains at least a Green Mark GoldPLUS certification.

M&A

Frasers Property acquires Frasers Property Technology for $18.0 mil

As at 9.50am, shares in Frasers Property are trading 0.5 cents lower or 0.57% down at 88 cents.

Results

Frasers Property reports 1HFY2023 earnings of $197.2 mil, 52.2% higher y-o-y

1HFY2023 EPS stood at 5.02 cents on a diluted basis, up from 3.28 cents per share the year before.
Resilience of FCT's suburban malls underpinned by high proportion of GRI: CGS-CIMB - THE EDGE SINGAPORE

Broker's Calls

Resilience of FCT's suburban malls underpinned by high proportion of GRI: CGS-CIMB

CGS-CIMB continues to like FCT for it's pure play in the suburban mall space.

Sustainability

Frasers Property secures five-year A$340 mil and US$75 mil sustainability-linked loan for Australia business

To date, FPL has secured over $9 billion of green or sustainability-linked loans and bonds since its first green loan in 2018.
Frasers Property's unbilled residential revenue of $2.7 bil 'provides earnings visibility' over next few years: CGS-CIMB - THE EDGE SINGAPORE

Broker's Calls

Frasers Property's unbilled residential revenue of $2.7 bil 'provides earnings visibility' over next few years: CGS-CIMB

Following the update, CGS-CIMB Research's Lock Mun Yee has lowered her estimates for the FY2023 to FY2024 by 6.95% to 8.45%.
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