Frasers Logistics & Commercial Trust - OCBC Group Research 2026-02-04: Improved Operating Metrics

• Frasers Logistics & Commercial Trust provided a business update for 1QFY26. We noted improved operating metrics, including an improvement in its overall portfolio occupancy by 1.1ppt q-o-q to 96.2%.
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Continued recovery in its commercial portfolio occupancy led to higheroverall portfolio occupancy rate.

• On the other hand, Frasers Logistics & Commercial Trust’s commercial portfolio registered an increase in occupancy rate by 2.9ppt q-o-q to 89.0%. This was the third consecutive quarter of sequential improvement.
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• There was also a marked increase in occupancy at Blythe Valley Park in the UK (+5.8ppt to 85.2%), but this was partially offset by a decline of 2.4ppt to 83.0% at Farnborough Business Park.

Rental reversions remained robust at 29.8% on a portfolio level.

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Above is an excerpt from a report by OCBC Group Research.
Clients of OCBC Securities may be the first to access the full PDF report @ https://www.iocbc.com/.

Previous report by OCBC:
2025-11-10 Frasers Logistics & Commercial Trust - Still Soft DPU Outlook.

Price targets by other brokers at Frasers Logistics & Commercial Trust Target Prices.

Listing of research reports at Frasers Logistics & Commercial Trust Analyst Reports.

Relevant links:
Frasers Logistics & Commercial Trust Share Price History,
Frasers Logistics & Commercial Trust Announcements,
Frasers Logistics & Commercial Trust Dividend Payout Dates & Corporate Actions,
Frasers Logistics & Commercial Trust News