SGX Listed REIT

FRASERS CENTREPOINT TRUST (SGX:J69U)


FRASERS CENTREPOINT TRUST (SGX:J69U) @ SGinvestors.io
SGD 2.400
+0.020 / +0.84%
Share Price as of: 2021-07-28 09:14
Market / ISIN Code: SGX Mainboard / SG1T60930966
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 (SGX:J69U) Blogger Articles J69U.SI Blogger Articles
ccloh Strategic Investor Zone
ccloh
2021-07-26 19:57:55
Corporate Result -- Jul/Aug 2021
1.  SPH Reit  --  12th Jul 2021  (Business Update)2.  Mapletreelog Trust  --  19th Jul 20213.  SPH  --  19th Jul 2021  (Business Update)4. Suntec Reit  --  22nd Jul 20215.  Frasers Centrepoint Trust  --  22nd Jul 2021  (Business Update)6.  SATS  --  22nd Jul 2021  (Business Update)7.  MapletreeCom Trust  --  23rd Jul 2021  (Business Update)8.  SIA Engg  --  23rd Jul 2021  (Business Update)9.  Keppel DC Reit  --  26th Jul 202110.  Keppel Pac Oak US Reit  --  26th Jul 202111.  Mapletree NACT  --  26th Jul 2021  (Business Update)12.  Keppel Reit  --  27th Jul 202113.  MapletreeInd
Investment Income For Life
Blade Knight
2021-05-14 14:19:37
Enhanced COVID measures as good as Circuit Breaker 2.0- Retail Mall REITs on firesales again?
This is shocking news-so many new measures within a day to restrict movement with effect from 16th May 2021 onwards- which is as good as a mini Circuit Breaker 2.0. All retail REITs, Frasers Centrepoint Trust, Lendlease, SPH REIT and Starhill Global began their sharp diving after lunch. Firesales 2.0 came again. Probably good time to start accumulating from today some of the retail mall REITs. Lendlease with 33% holdings in offices in Sky Italia Milan and JEM office tower will probably weather this 1 month storm better. Mapletree Commercial Trust price drop but still looks expensive with a yield that is barely 4%.This mini CB 2.0 is going to kill retail shops again. Singapore government needs to get more vaccine supplies and increase the vaccination rates like USA and Israel. Else we
DollarsAndSense.sg
Dinesh Dayani
2021-05-05 12:17:15
REITs Report Card 2021: How Singapore REITs Performed In 1st Quarter 2021
With access to properties and relatively good yields, Singapore investors enjoy investing in REITs. Given that the low-interest-rate environment is here to stay, REITs continue to be able to refinance their debt at attractive levels. The one thing REIT investors need to be watchful about is how COVID-19 will change the way we live, work and play – as these will affect the various property types differently and also in different geographic regions. Even one year after COVID-19 was first reported, hospitality REITs continue to be impacted. Meanwhile, logistics, data centre and healthcare REITs are more relevant than ever. Read Also: [2020 Edition] Complete Guide To Start Your REITs Investing Journey In Singapore How Singapore REITs Performed In 1st Quarter 2021 To get a broad overview of h
DollarsAndSense.sg
Dinesh Dayani
2021-04-21 15:12:03
Straits Times Index (STI) Report Card: How Singapore-Listed Blue-Chip Companies Performed In 1Q 2021
The Straits Times Index (STI) is comprised of 30 of the largest and most liquid companies listed on the Singapore Exchange (SGX). Account for nearly 80% of the entire value of all listed companies on the SGX, the STI is commonly referred to as Singapore’s benchmark or market return. We can gain exposure to the STI by investing in one of the two STI ETFs listed on the SGX. With one investment decision, we become broadly diversified to 30 high quality companies and will earn the Singapore market return. Read Also: Complete Guide To Investing In The Straits Times Index (STI) ETFs In Singapore How Did The STI Perform In Q1 2021? While many of us may be attracted to invest in U.S. or Chinese companies, the STI has been no slouch in 2021. According to SGX, the STI delivered a world-leading ret
Singapore Stock Analysis | Opening Trading Account | Collin Seow
Jingting
2021-03-26 13:04:16
Why REITs are ideal for a market in 2021. Bonus: 2 blue-chip ideas
This article is for education purposes only, and not to be taken as advice to buy/sell. Please do your own due diligence before committing to any trade/investment. If you have been following the market, the new talk of the town these days has been interest and inflation rates. With Dow Jones Index ending February by shaving off more than 1,000points (-3.22%), you might wonder how we can best position ourselves to brace for potential market volatility. In this article, I will share why REITs are still my choice of investment for 2021 and key catalysts for the market! I will follow up with a brief write-up on 2 SG blue-chip reits I am currently positive on. Ready?   Catalyst #1 – Treasury Yields and Inflation Rates Treasury Yields Treasury yields are one of the common indicators that
The Fifth Person
Rusmin Ang
2021-03-02 19:34:43
Top 10 Singapore REITs that made you money if you invested from their IPOs (updated 2021)
The year 2020 was full of surprises. COVID-19 was one of them. It is depressing to describe the ordeal that many of us went through over the past year but the pandemic has fundamentally changed the way we live. Most of us are still working from home by default which makes office assets look redundant. Tourists are a rare sight nowadays as most international flights are still grounded and hotels are struggling to fill their rooms. City malls are also scrambling to bring shopper traffic back as they used to depend on office workers and tourists for footfall in the past. On the other hand, industrial properties like logistics and data centre assets have performed really well in the post-pandemic world. More people are shopping online and it has naturally led to increased demand for war
The Fifth Person
Julian Kay
2021-02-25 17:16:25
10 things I learned from the 2021 Frasers Logistics & Commercial Trust AGM
Frasers Logistics & Commercial Trust (FLCT) is a Singapore-listed real estate investment trust that owns a portfolio of 100 industrial and commercial properties across five countries – Australia, Germany, Singapore, the United Kingdom, and the Netherlands. As of 30 September 2020, its portfolio is valued at S$6.2 billion. Here are 10 things I learned from the 2021 Frasers Logistics & Commercial Trust AGM. 1. Gross revenue grew to a record S$332 million, an increase of 53.0% from $217.1 million in FY2019 and net property income (NPI) was S$258.3 million, an increase of 46.2% compared to a year ago. CEO Robert Wallace attributed FLCT’s higher top and bottom line to the merger with FCOT and strong portfolio performance across its properties that provided stability and diver
The Fifth Person
Julian Kay
2021-02-21 12:31:39
10 things I learned from the 2021 Frasers Centrepoint Trust AGM
Frasers Centrepoint Trust (FCT) is a SGX-listed real estate investment trust that owns retail malls located in the suburban regions of Singapore. FCT’s portfolio of properties comprises 11 retail malls and an office building with worth approximately a total of S$6.7 billion. The retail malls are Causeway Point, Northpoint City North Wing (including Yishun 10 Retail Podium), Anchorpoint, YewTee Point, Changi City Point, Waterway Point (40% interest), Tiong Bahru Plaza, White Sands, Hougang Mall, Century Square and Tampines 1. 2020 was indeed a challenging year for REITs, with retail REITs being the worst hit sector globally as the COVID-19 pandemic brought about national lockdowns and social distancing. FCT was not spared from the crisis, as people and businesses in Singapore were
DollarsAndSense.sg
Dinesh Dayani
2021-02-14 20:25:03
S-REIT Report Card: Here’s How Singapore REITs Performed In 2020
2020 was a precarious year for property owners. Globally, travel has grinded to a halt, impacting hospitality properties. Even Retail, office and industrial properties have been affected to varying degrees, given the strict COVID-19 management measures. 2020 also feels like the harbinger of the new normal – accelerating trends to an extreme level. We already knew work-from-home was on the rise, online shopping growth was outpacing sales in brick-and-mortar stores, food delivery services were taking over F&B outlets and more. For REIT owners, distribution income was affected due to various countries implementing some form of cost sharing initiatives as shutdowns and “circuit breakers” we enforced. More than that, REIT investors also have to consider the longer term impacts of COVI
SG ThumbTack Investor
ThumbTackInvestor
2021-01-20 22:31:11
TTI’s 2021 Market Outlook And Review Of Tiger Brokers
Let me start 2021 off on SG TTI with something fun. On the 1st trading day of 2021, I fired off a mini proton cannon shot at 1 listed company in SGX. Long-time readers would know that prior to that, I don’t own anything on SGX. Not directly in the personal portfolio at least. (Own some shares of FCT indirectly via a holding company, that’s about it) I intend to add a little more to this position before I’m done. See if you can guess what company this is. Here’s the solitary clue: Ah. Now that I look at it, this sure is a dead giveaway. But maybe cos I know the answer… so everything looks damn obvious. LOL. Let’s see how many folks get it right. In my last post, I used the Rose of Jericho as a reference to year 2020. So what lies ahead after a ye
(The) Boring Investor
Lee Chin Wai
2021-01-17 22:03:53
Things Don't Look Good for Retail Landlords
The massive sell-down in Mar brought many REITs to rare, multi-year lows. This re-ignited my interest in REITs, as I have been out of them for many years due to their increasing debt levels and decreasing yields. However, I passed up the opportunity while I analysed what could be the impact of COVID-19 on REITs. Despite the massive government interventions, things do not look good for retail and F&B companies. And when tenants struggle, their landlords will also suffer. In this blog post, I will examine the potential impact of COVID-19 on 2 retail companies and 2 F&B companies.Before we begin, it is good to recap what are the measures the government has taken to cushion the impact on retail and F&B companies. Wage SupportThrough 4 extraordinary budgets, the government will
What's Behind the Numbers
Eye of the Storm
2020-12-26 18:06:26
Portfolio Updates (December 2020)
It’s finally Christmas and it's the season I look forward to every year and the time for cold weather travel to ski on powder snow. Unfortunately, this time is different. I booked a few flights for travel this year and all got cancelled (including the travel bubble one). If there’s anything good in not being able to travel is that I managed to save more money. I continued investing in stocks and I am blessed that my portfolio has done well this year, particularly my Growth portfolio. Thanks to the circuit breaker, the times spent at home has allowed me to do more personal reflection, come out with an investment strategy and act on it. Despite the US stock market hitting record highs, I believe next year will still be a good year for equities market. The past few months rally is fuelled
What's Behind the Numbers
Eye of the Storm
2020-12-01 14:44:48
Portfolio Updates (November 2020)
November turns out to be a busy month with so many events happening around the world. The biggest news was that Biden won the US Presidential election, and stock market breathed a sigh of relief as Republicans likely gain the senate majority, making the prospect of Biden’s tax hike unlikely.   Also global markets gotten another boost when the news of the major development of Covid 19 broke during premarket hours, expect for tech stocks went on a steep selloff . While investors cheer for a vaccine breakthrough, my stock portfolio performance had been lukewarm at best, as many of my SG portfolio gains were offset by drop in tech stocks. Nevertheless, my portfolio is still in the green with 15.78% (XIRR) returns YTD. Whereas on the east side, Jack Ma’s blunt China’s bank talk
AlpacaInvestments
AlpacaInvestments
2020-11-17 14:10:02
CICT (SGX:C38U): Should there be Concerns over Gearing and Asset Valuations?
In March this year, I wrote about the possibility of REITs having to raise capital through rights issues if Covid-19 were to cause severe declines in asset valuations (What Happened to REITs during the GFC?). Eight months on, this has not occurred, and although I believe that the likelihood of this has diminished, we cannot completely ignore it. In October, I initiated a position in Capitaland Mall Trust (CMT) at a price of $1.91, which has now merged with Capitaland Commercial Trust (CCT) to form Capitaland Integrated Commercial Trust (CICT). As a shareholder, I was curious to assess the likelihood of CICT having to raise capital through a rights issue, by analysing its gearing ratio and asset valuations. I have not ran the numbers to determine the gearing ratio of the merged entity, alt
Profit Hunting
BlackCat
2020-09-06 14:32:22
Hong Kong Property Companies
 Quick notes on 3 HK property cos:Link REIT  - Yield 4.55% (at HKD 63, year ending March 2020 results), 100% payout ratio, mostly 50 year property leases  - Neighbourhood shopping centers, a bit like FCT in Sg.  Largely unaffected by economy/covid.  - Good LT track record growing assets without raising cash from shareholders, but yield too low for me, esp with 100% payout ratio.Wharf REIC:  - Yield 6.3% (at HKD 32.10, end Dec 2019 results), only 50% of CFO paid out, mostly freehold property.   - 75% operating profit from one mall: Harbour City.  Overall high exposure to luxury/tourism: 81% rental from leather, fashion or jewellery.   - Luxury brands are reducing their footprint in HK: eg: LV closing their Times Square store after Wharf
Investment Income For Life
Blade Knight
2020-08-10 06:50:16
Investment Portfolio Updates-9th August 2020
It has been a long time since I last updated my investment portfolio. The March'20 market crash was very sudden. I have remained invested mostly throughout this dark period. The major change I made was to shift out more of my more stable REITs from my CDP account into the margin account to avoid the possibility of a margin call in the event of a sucker's rally and to prepare for another potential market crash.1. Retail REITsThe retail REITs which I am holding in the margin account such as SPH REIT, Frasers Centrepoint Trust and Lendlease right now are still down by 20% to 30% from the pre-market crash. Dividends have been cut drastically also. I remain cautiously optimistic that once the COVID-19 vaccine become successfully rolled out by end of the year or early next year, the devastating





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