- 1HFY26 Frasers Centrepoint Trust's DPU rose 1.4% y-o-y to 6.14 Singapore cents, in line with expectations and forming 49% of our FY26e forecast.
- - Read this at SGinvestors.io -
- Retail portfolio occupancy improved 1.7 ppts q-o-q to 99.8%, driven by the backfilling of cinema spaces at Causeway Point and Century Square. Rental reversions remained healthy at +6.5% in 1HFY26 (FY25: +7.8%).
- Frasers Centrepoint Trust's share price is trading at a forward FY26e yield of 5.4%.
The Positives
Healthy portfolio operations.
- - Read this at SGinvestors.io -
- Despite macro uncertainty, shopper traffic rose 2.4% y-o-y, and tenants’ sales increased 3.6% y-o-y in 2Q26, compared with FY25 growth of 1.6% and 3.7%, respectively, underscoring the resilience of Frasers Centrepoint Trust’s portfolio anchored by essential services.
Stable capital and cost management.
- Read more at SGinvestors.io.
Above is an excerpt from a report by Phillip Securities Research.
Clients of Phillip Capital may be the first to access the full PDF report @ https://www.stocksbnb.com/.
Darren Chan Phillip Securities Research | https://www.poems.com.sg/ 2026-04-27
Previous report by Phillip:
2026-01-27 Frasers Centrepoint Trust - Back To 99.9% Occupancy.
Price targets by 4 other brokers at Frasers Centrepoint Trust Target Prices.
Listing of research reports at Frasers Centrepoint Trust Analyst Reports.
Relevant links:
Frasers Centrepoint Trust Share Price History,
Frasers Centrepoint Trust Announcements,
Frasers Centrepoint Trust Dividend Payout Dates & Corporate Actions,
Frasers Centrepoint Trust News
