Frasers Logistics & Commercial Trust - OCBC Research 2026-05-26: Leveraging Its Debt Headroom For Growth

• Frasers Logistics & Commercial Trust announced the proposed acquisition of interests in two logistics properties located in Germany (89.9% effective interest each) and two logistics properties in the Netherlands (100% effective interest each) for an agreed combined purchase price of EUR294.9m (~S$441.5m).

Slight DPU accretion from proposed acquisition of interests in four European logistics assets.

• - Read this at SGinvestors.io -
• - Read this at SGinvestors.io -

• On a pro forma basis, 1HFY26 Frasers Logistics & Commercial Trust's DPU would have increased by 1.7% to 3.00 Singapore cents post-acquisition, although its aggregate leverage ratio would be higher by 4ppt to 37.7%, or 38.2% if we include another acquired asset in the Netherlands that was completed on 16 April 2026.

Strengthens FLCT’s footprint in the German and Dutch L&I markets.

• Read more at SGinvestors.io.

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:
2026-05-05 Frasers Logistics & Commercial Trust - Primed For An Upgrade.

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