NEX

Frasers Property's net profit rises 19.2% in FY2024, dividend unchanged  - THE EDGE SINGAPORE

Results

Frasers Property's net profit rises 19.2% in FY2024, dividend unchanged

Frasers Property announces 6.8% rise in revenue to $4.2 billion and 19.2% rise in net profit to $206.3 million for FY2024, year ending Sept.
FCT ‘king of suburban retail malls’, analysts raise TPs following higher NEX stake acquisition  - THE EDGE SINGAPORE

Broker's Calls

FCT ‘king of suburban retail malls’, analysts raise TPs following higher NEX stake acquisition

NEX is a high-quality asset and a good strategic fit for FCT’s diversified prime suburban retail portfolio.

REIT Watch

FCT's private placement to fund additional stake in Nex 2.5x subscribed

FCT plans to pay $523.1 million for the additional stake in Nex

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.
Analysts mixed on FCT's acquisition of 25.5% stake in Nex - THE EDGE SINGAPORE

Broker's Calls

Analysts mixed on FCT's acquisition of 25.5% stake in Nex

The analysts have kept their "buy" and "hold" calls with a target price range of $2.10 to $2.60.
Mercatus divests 50% indirect stake in Nex for $652.5 mil - THE EDGE SINGAPORE

M&A

Mercatus divests 50% indirect stake in Nex for $652.5 mil

The stake was divested to Frasers Property and Frasers Centrepoint Trust.
S-REITs could balk at price of Mercatus malls but sponsors could be interested, UBS says - THE EDGE SINGAPORE

REITs

S-REITs could balk at price of Mercatus malls but sponsors could be interested, UBS says

As Mercatus reportedly puts up 4 malls for sale, UBS suggests interest from sponsors of the largest S-REITs
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