SGX Listed REIT

FRASERS CENTREPOINT TRUST (J69U.SI)


SGD 2.320
+0.040 / +1.75%
Share Price as of: 2018-01-19 17:06
Market / ISIN Code: SGX Mainboard / SG1T60930966
GICS® Sector / Industry / Sub-Industry: Real Estate / Equity Real Estate Investment Trusts (REITs) / Retail REITs


Frasers Centrepoint Trust Blogger ArticlesFRASERS CENTREPOINT TRUST Blogger Articles SGX Listed FRASERS CENTREPOINT TRUST (J69U.SI) Blogger Articles J69U.SI Blogger Articles
Investment Moats
Kyith
2018-01-14 14:32:40
Tenants’ tough fight against their Landlords
The landscape for retail has changed dramatically these few years as online e-commerce have become more accessible, due to the improvement in the retail supply chain and processes of online retailers. Thus, more and more consumers are purchasing what they need online. This means that retailers need less space. For retailers that are primarily brick and mortar, they face a daunting prospect of having too short a time to ramp up their e-commerce strategy to compete. Many retailers face the prospect of closing down, and for the anchor tenants, they are factoring E-Commerce into their overall strategy and thus need a smaller retail space. All these spells trouble for the retail REITs. In Singapore, the retail REITs Suntec, SPH, Starhill Global REIT, Capitaland Mall, Frasers Centerpoint Trust a
The Fifth Person
Ian Tai
2018-01-10 14:12:49
11 things to know about Frasers Centrepoint Trust before you invest
Frasers Centrepoint Trust (FCT) (SGX: J69U) is a REIT that invests in retail malls located in Singapore. It was listed on 5 July 2006 with three retail malls valued at S$915 million in its initial portfolio. Since then, FCT has enlarged its portfolio to six retail malls worth S$2.67 billion as at 30 September 2017. In this article, I’ll bring a detailed account of the individual performances of FCT’s properties, their impact on FCT’s group financial results, the potential risk it faces and provide updates on FCT’s overall portfolio to assess whether it is capable of delivering sustainable distributions to its unitholders in future years to come. Therefore, here are the 11 things you need to know about Frasers Centrepoint Trust before you invest. Segmental results 1. Causeway Point
paullowinvestmentjourney
King Yoland
2018-01-03 21:16:07
portfolio update dec 2017
Dividend by month1) singtel2) fcot sgx capitacom starhillg fct sphreit cmt fortune capitaretail3) spost  taisin lippo nam lee netlink5) fcot steng sgx  uob sph starhillg fct sphreit cmt cdg hcg lippo Singre6) tcil ocbc7) singpost8) fcot singtel  plife  ocbc  capitacom starhillg sci steng fct singpost sphreit cmt lippo singre ock fortune capitaretail9)  uob tcil cdg netlink10) sgx11) fcot taisin sgx spost  starhillg fct cmt lippo12) sph sats ksh ockRemarks:sold off low keng huat suntec and most of capitacom as they have run up quite a fair bit and there are opportunities available to buy into relatively more reasonably priced counters.bought sia eng st eng singtel comfortdelgro fortune capitaretailchinaOverall,nothing fanciful and nothing new: di
The Motley Fool Singapore
Sudhan P.
2018-01-03 19:27:46
23 Key Numbers to Understand More About Frasers Centrepoint Trust
Frasers Centrepoint Trust (SGX: J69U) is a retail real estate investment trust (REIT) that owns suburban malls located in Singapore. Recently, the REIT released its annual report for the full year ended 30 September 2017 (FY2017). Here are some statistics that investors might want to know about from the report. Where does the REIT make money from? Frasers Centrepoint Trust’s portfolio comprises of six retail assets located all over our sunny island. The malls, in descending order of size, are Causeway Point, Northpoint City North Wing (inclusive of Yishun 10 retail podium), Changi City Point, Bedok Point, YewTee Point and Anchorpoint. The total valuation of the malls was S$2.67 billion, as at 30 September 2017. In FY2017, the portfolio shopper traffic came in at 98.4 million, 3.5% l
Compounding Wealth Through Sensible Investing
Chun Siang (Jacky)
2017-12-31 16:04:09
2017 Year End Stock Take
*shares quoted in this article are for education and learning purposes only. It does not constitute a buy or sell callHow was your 2017? Did it go according to your plan? How many ticked check boxes do you have on resolution list done up this time last year? Here are my year end records and musing.Overall ReturnsInvestment wise, 2017 is a year to remember as I had the best returns so far. My Time Weighted return for 2017 is 26.5%, including dividends. Individual Stocks - PositivesThese shares had good un-realised profits in 2017 plus dividends:Mapletree Greater China Comm Trust - 37.3%Ascendas Reit - 24% Frasers Centrepoint Trust - 23.5%HSBC Holdings - 22.1%Tai Sin - 17.2%Not surprisingly, REITs are the top performers of in my portfolio. They have been on an amazing streak t
Aspire
Lim Si Jie
2017-12-29 10:34:45
5 REITs To Consider Picking Up In 2018
Following our earlier article on the outlook of REITs in 2018, here is a selection of the top REIT picks by CIMB and DBS that investors can consider picking up. Investors Takeaway: Top REIT Picks By CIMB And DBS In 2018 1. Frasers Centrepoint Trust Within its portfolio, Frasers Centrepoint Trust owns a good number of suburban and necessity malls. DBS views these malls as resilient income streams that do not face as much threat from ecommerce and have limited exposure to tourist spending. DBS notes that Frasers Centrepoint Trust’s largest assets (Causeway Point and Northpoint) contribute about 70 percent of its Net Property Income (NPI). With barely any worthy competitors in the northern region of Singapore, they hold a stronghold in the northern suburban region. Given the enlarged foot
The Motley Fool Singapore
Lawrence Nga
2017-12-19 12:34:14
What You Should Know About The Performance And Future Of Frasers Centrepoint Ltd’s Singapore Business
Frasers Centrepoint Ltd (SGX: TQ5) is a real estate company with interests in different geographies and different sectors of the real estate market. Its focus is mainly on residential, commercial, retail, and industrial properties in Singapore and Australia, and hospitality assets in over 80 cities across Asia, Australia, Europe, and the MENA (Middle East and North Africa) region. Appropriately, Frasers Centrepoint has three strategic business units (SBUs) and one business unit. They are, Singapore, Australia, Hospitality, and International, respectively. In early November, Frasers Centrepoint released its full-year earnings for its fiscal year ended 30 September 2017 (FY17). I thought it would be useful to have a look at the business performance and outlook for each of the company’s S
The Motley Fool Singapore
Lawrence Nga
2017-12-18 11:31:45
What Investors Should Know About Frasers Centrepoint Trust’s Latest Earnings and Valuation
Frasers Centrepoint Trust (SGX: J69U) is a real estate investment trust with a property portfolio comprising six suburban retail malls in Singapore, including Causeway Point, Northpoint City North Wing (including the Yishun 10 Retail Podium), and Changi City Point. It also holds a 31.15% stake in Hektar Real Estate Investment Trust (KLSE: 5121.KL), a retail-focused REIT in Malaysia. There are two things about Frasers Centrepoint Trust that investors may want to know about right now: Its latest financial performance and valuation. Financial performance Here’s a table showing important items from Frasers Centrepoint Trust’s financial performance for the fourth quarter of its financial year ended 30 September 2017 (FY17). Source: Frasers Centrepoint Trust’s FY17 fourth quarter
Aspire
The Fifth Person
2017-12-08 13:11:50
12 Things To Know About Frasers Logistics & Industrial Trust Before You Invest
By Ian Tai Frasers Logistics & Industrial Trust (FLT) was recently listed on the Singapore Exchange (SGX) on 20 June 2016. It is the first SGX-listed REIT that invests solely in industrial properties located in major cities in Australia. In this article, we cover FLT’s development over a period of 17 months after its listing, the potential risks it faces, and discuss its plans towards the immediate future. Here are the 12 things you need to know about FLT before you invest. Track Record 1. FLT was listed with an initial portfolio of 51 properties worth AUD1.58 billion.  The average age of FLT’s portfolio is relatively young at 6.1 years. 90.2 percent of its portfolio is freehold assets or leasehold assets with long remaining tenures of at least 80 years. 96.5 percent of its portf
paullowinvestmentjourney
King Yoland
2017-12-07 13:18:09
portfolio update November 2017
Apologies for the late update. Have been travelling quite a lot recently.November dividend was like this.Dividend by month1) singtel2) fcot sgx capitacom starhillg fct sphreit cmt3) spost  taisin lippo nam lee netlink5) fcot steng sgx  uob sph starhillg fct sphreit cmt cdg hcg lippo Singre6) tcil ocbc lkh7) singpost8) fcot singtel  plife  ocbc  capitacom starhillg sci steng fct singpost sphreit cmt lippo singre ock9)  uob tcil cdg netlink10) sgx11) fcot taisin sgx spost  starhillg fct cmt lippo12) sph sats ksh ockRemarks:With my proceeds from lmg and from the dividends, I added the following.Added old chang kee at 76c. Should have bought this counter long ago. Hesitated and wow, it multibagged from listing price.Luckily i kept nam lee in my watc
Compounding Wealth Through Sensible Investing
Chun Siang (Jacky)
2017-12-06 14:39:55
Case Study - Frasers Ctrpt Trust Investment Returns
Changi City PointMy experience with Frasers Centrepoint Trust (FCT) since 2013 has been a fruitful one. It may be timely now to review what is the actual return.For an investment with cash dividends at different dates, plus my several purchases, IRR is a suitable measurement  as it takes into account actual out and inflow of cash.FCT Share Price Performance since May 2013In this period, FCT's highest price was around $2.35 in May 2013. It dropped 30% to around $1.65 in early 2014, due to initial news on Fed's tapering of QE. Subsequently, it had major drop in 4Q 2015 (around 17%) and 4Q 2016 (around 14%).Actual IRR Based on Actual Lump Sum InvestmentsI bought 3 batches of FCT in Sept 2013, Oct 2013, and Oct 2014, and have been holding them till now with no sales.Here is a screenshot o
The Fifth Person
Ian Tai
2017-12-04 09:48:06
12 things to know about Frasers Logistics & Industrial Trust before you invest
Frasers Logistics & Industrial Trust (FLT) (SGX: BUOU) was recently listed on the SGX on 20 June 2016. It is the first SGX-listed REIT that invests solely in industrial properties located in major cities in Australia. In this article, I’ll cover FLT’s development over a period of 17 months after its listing, the potential risks it faces, and discuss its plans towards the immediate future. Here are the 12 things you need to know about Frasers Logistics & Industrial Trust before you invest. Track record 1. FLT was listed with an initial portfolio of 51 properties worth A$1.58 billion. The average age of FLT’s portfolio is relatively young at 6.1 years. 90.2% of its portfolio are freehold assets or leasehold assets with long remaining tenures of at least 80 years. 96.5% of its p
The Motley Fool Singapore
Lawrence Nga
2017-11-29 10:35:34
3 Things Investors Should Know About Frasers Centrepoint Trust’s Business Now
Frasers Centrepoint Trust (SGX: J69U) is a real estate investment trust with a focus on retail properties. Its property portfolio currently comprises six suburban malls in Singapore: Causeway Point, Northpoint City North Wing, Anchorpoint, YewTee Point, Bedok Point, and Changi City Point. It also holds a 31.15% stake in Hektar Real Estate Investment Trust (KLSE: 5121.KL), a retail-focused REIT in Malaysia. Here are three things about Frasers Centrepoint Trust’s business that investors may want to take note of right now: 1. Long leases for its properties Here’s a summary of Frasers Centrepoint Trust’s property portfolio, and the land-leases for each property: Source: Frasers Centrepoint Trust earnings presentation What’s uesful to note here is that most of the R
The Motley Fool Singapore
Lawrence Nga
2017-11-22 12:30:35
3 Things Investors Should Know From Frasers Centrepoint Trust’s Latest Earnings
Frasers Centrepoint Trust (SGX: J69U) is a real estate investment trust with a focus on retail properties. Its property portfolio currently comprises six suburban malls in Singapore: Causeway Point, Northpoint City North Wing, Anchorpoint, YewTee Point, Bedok Point, and Changi City Point. It also holds a 31.15% stake in Hektar Real Estate Investment Trust (KLSE: 5121.KL), a retail-focused REIT in Malaysia. In late October, Frasers Centrepoint Trust reported its fourth quarter earnings for its fiscal year ended 30 September 2017 (FY2017). Let’s take a look at three useful pieces of information investors may want to know from the announcement: 1. The overall result The following table shows the results of Frasers Centrepoint Trust for the reporting quarter: Source: Frasers Centre
DollarsAndSense.sg
Dinesh Dayani
2017-11-21 12:29:39
S-REIT Report Card: Here’s How REITs In Singapore Performed In Third Quarter Of 2017
Real Estate Investment Trusts (REITs) have been one of the best performing asset classes in recent years. REITs are an increasingly popular asset class in Singapore, a market which really loves our property investments. In fact, Singapore is now one of the largest REIT markets in the world, coming in second in Asia, behind Japan. In the past five years alone, the SGX S-REIT 20 Index, consisting of the 20 largest and most highly traded REITs listed on the Singapore Exchange (SGX), delivered a return of close to 11.1%. This is compared to the Straits Times Index (STI), which has delivered a return of close to 5.6%, or nearly half as much. We’ve been focusing on REIT performances for a while now, and regularly update our readers with how REITs have performed in each quarter. Here’s how th
The Motley Fool Singapore
Lawrence Nga
2017-11-21 10:26:24
These 2 REITs Delivered Mixed Quarterly Earnings Recently
Earnings season is ending. As is common with every earnings season, there will be some real estate investment trusts (REITs) posting growth, some REITs posting mixed numbers, and some REITs experiencing declines. For instance, Mapletree Commercial Trust (SGX: N2IU) and Frasers Centrepoint Trust  (SGX: J69U) posted positive results. On the other side, Starhill Global Real Estate Investment Trust (SGX: P40U) and Cache Logistics Trust (SGX: K2LU) had weaker results. Beyond the two groups, there is a third group that reported results that were neither strong nor weak. In other words, the results were mixed. We will look at two of these REITs today: 1. Parkway Life REIT (SGX: C2PU) delivered a mixed performance in its latest quarter. As a quick introduction, Parkway REIT is one of the la
The Motley Fool Singapore
Lawrence Nga
2017-11-21 10:25:32
Here Are 2 REITs That Delivered Growth In Their Latest Earnings
We’re at the tail end of the current earnings season. As is common with every earnings season, there will be some real estate investment trusts (REITs) posting growth, some REITs posting mixed numbers, and some REITs experiencing declines. So, which are the REITs that have recently reported growth? Let’s look at two of them: 1. In late October, Frasers Centrepoint Trust  (SGX: J69U) reported its fourth-quarter results for the financial year ending 30 September 2017 (FY17). As a quick introduction, Frasers Centrepoint Trust is a retail REIT with six shopping malls in its portfolio, including Causeway Point, Northpoint and Changi City Point. It also has a stake of over 30% in Malaysia’s Hektar Real Estate Investment Trust (KLSE: 5121.KL), a listed retail-focused real estate inv
paullowinvestmentjourney
King Yoland
2017-11-20 12:36:27
Portfolio update October 2017 and Lee Metal Group
Dividend by month1) singtel2) fcot sgx capitacom starhillg fct sphreit cmt3) spost  taisin lippo5) fcot steng sgx  uob sph starhillg fct sphreit cmt cdg hcg lippo Singre lmg6) tcil ocbc lkh lmg7) singpost8) fcot singtel  plife  ocbc  capitacom starhillg sci steng fct singpost sphreit cmt lippo singre9)  uob tcil cdg lmg10) sgx11) fcot taisin sgx spost  starhillg fct cmt lippo12) sph sats ksh lmgRemarks:many of my counters became very bullish following gains on the STI, including fct fcot suntec lkh etc.one of them, which i had forgotten to update is lmg, which i just bought about 2 months ago, at a net price of around 0.295 (0.005 dividend received after buying it), represents an impressive paper gain of more than 25% in 2months (lmg 0.37 at tim
Living Investment
limkimtong
2017-11-03 11:18:52
Lion-Phillip S-REIT ETF
LionGlobal and Phillip Capital jointly launched the Singapore REIT ETF (Lion-Phillip S-REIT ETF) on 30 October 2017. Trading of this Exchange Traded Fund (ETF) on the Singapore Exchange has started on Monday. Investing in this ETF allows investors to have a share in a basket of 23 Singapore REITs. This ETF is tracking Moningstar Singapore REIT Yield Focus Index. This index has the following REITS and their proportions: S/N Index Security Weighting (%) Dividend Yield (%) 1 CapitaLand Mall Trust 10.76 5.5 2 CapitaLand Commercial Trust 10.25 5.2 3 Suntec REIT 9.89 5.2 4 Mapletree Commercial Trust 8.98 5.5 5 Keppel REIT 8.54 5.4 6 Ascendas REIT 8.02 5.7 7 Mapletree Industrial Trust 7.64 5.8 8 Mapletree Logistics Trust 5.52 5.8 9 Ascott Residence Trust 4.54 7.0 10 Mapletr





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