SGX Listed REIT

FRASERS CENTREPOINT TRUST (J69U.SI)


SGD 2.200
0.000 / 0.00%
Share Price as of: 2017-11-20 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 FRASERS CENTREPOINT TRUST (J69U.SI) Blogger Articles J69U.SI Blogger Articles
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
Aspire
Lim Si Jie
2017-11-02 09:45:00
6 REITs Analysts Are Watching Following 3Q17 Earnings (Part 2)
Earlier in the first part of this two-part series, we highlighted Frasers Centrepoint Trust, Mapletree Industrial Trust and Keppel REIT following recommendations from analysts. In the second part of this series, we continue to highlight another three REITs that have been recommended by analysts following their quarterly earnings announcement. Click here to read part one. 1. Mapletree Greater China Commercial Trust (MAGIC) Since DBS Research’s recommendation in April, MAGIC has been rallying. However, DBS Research notes that MAGIC’s share price rally can continue, citing the improving macro conditions in Hong Kong. The discount of MAGIC against its Hong Kong peers is another driver for the rally. Attractively valued, but underappreciated by the market One of the key reasons for DBS
Aspire
Lim Si Jie
2017-11-01 10:34:44
6 REITs Analysts Are Watching Following 3Q17 Earnings (Part 1)
In Singapore, REITs are an integral part of most investors’ portfolio. In the first part of this two-part series, we highlight three REITs that have been recommended by analysts following their quarterly earnings announcement. Stay tuned tomorrow for part two! 1. Frasers Centrepoint Trust (FCT) Long wait for AEI is over The 18-month wait of Northpoint’s asset enhancement initiative (AEI) for unitholders is about to be over. The AEI is in its final stage of integration works with Northpoint City South Wing. Previously during the AEI exercise, occupancy was affected and fell to 54%. Occupancy has since recovered and returned to 81%. Post-completion of Northpoint AEI will see occupancy raised to 90% from pre-committed rental agreements. Given the enlarged retail footprint and a lack of
SG Young Investment SG Young Investment
SGYI
2017-10-30 18:57:38
Earnings Season - CMT and FCT Financial Results
Its earnings season again which means time for more dividends. I've owned Reits for a long time now where I can get stable and recurring income from these investments. Shopping mall Reits are attractive in Singapore and 2 of the most popular ones are Capitaland Mall Trust (CMT) and Frasers Centrepoint Trust (FCT).CMT and FCT both reported their financial results just a few days ago and I must say shopping malls in Singapore are still quite resilient. The management of the malls is quite important as I personally saw a few malls become dead because of incompetent management. CMT and FCT are not the incompetent ones.CMT financial resultsFor CMT, its 3Q financial results is nothing spectacular. DPU came in flat at only +0.3% year on year. The closure of Funan for redevelopment has affected it
The Motley Fool Singapore
Sudhan P.
2017-10-25 17:30:42
3 Things You Need to Know About the Singapore Stock Market Today
Welcome to mid-week, Fools! Here are three things about the local stock market and investing in general that you might be interested in today. 1. The Singapore stock market benchmark, the Straits Times Index (SGX: ^STI), finished the day at 3,342.76 points, up 0.2%. The biggest winner in the index was commodity outfit, Golden Agri-Resources Ltd (SGX: E5H). Its shares went up 2.6% to S$0.395. Meanwhile, the trio of Jardines – Jardine Matheson Holdings Limited (SGX: J36), Jardine Strategic Holdings Limited (SGX: J37) and Jardine Cycle & Carriage Ltd (SGX: C07) – came in among the index’s losers. The most prominent loser of them all was Jardine Matheson Holdings Limited as its shares slumped 2.3% to US$64.55. 2. The following real estate investment trusts released their financial r
The Motley Fool Singapore
Sudhan P.
2017-10-25 16:26:05
10 Things Investors Should Know About Frasers Centrepoint Trust’s Latest Earnings
Frasers Centrepoint Trust (SGX: J69U) – which owns six retail properties in Singapore – achieved a record distribution per unit (PDU) for the financial year ended 30 September 2017 (FY2017). Here are 10 things to note from the latest earnings release: 1. Gross revenue for FY2017 declined 1.2% year-on-year to S$181.6 million. The fall was due to the planned vacancies together with the asset enhancement initiatives at Northpoint City North Wing. 2. Net property income slipped 0.2% to S$129.6 million. 3. Distribution to unitholders, however, increased 1.6% to S$109.8 million. 4. DPU grew 1.2% to 11.90 cents, marking the eleventh consecutive year of DPU growth and the highest amount achieved since listing in 2006. 5. The net asset value (NAV) per unit was at S$2.02, as of 30 September 201
Sharing is Caring
Alan Luo
2017-10-25 08:59:45
SG Market (25 Oct 17)
MARKET OVERVIEW- The market could take a breather as it digests the 3.6% rally since start of Oct but oil-related counters may get a lift from firmer crude prices following a pledge from Saudi Arabia to help balance the global oil market.- Technically, the STI could pull back from overbought levels to near term support at at 3,320. overhead resistance remains at 3,355.CORPORATE RESULTS *Mapletree Industrial Trust- 2QFY18 DPU of 3¢ (+6%) met expectations.- Revenue spiked 9.9% to $92.6m and NPI jumped 11.1% to $70.7m, driven by its build-to-suit project for HP Singapore and pre-termination compensation of $3.1m from Johnson & Johnson.- However, portfolio occupancy slipped 2.6ppt q/q to 90.4%, while aggregate leverage ticked 0.2ppt q/q higher to 30.0%.- Last traded at an annualised 2QFY18 yi
paullowinvestmentjourney
King Yoland
2017-10-23 21:24:31
portfolio update - september 2017
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:roxy sold on periodic review. gain was about 20% in one year. this counter is undervalued and its growing steadily. however on close review, it doesn't fit into my investment objectives as well as it did previously.lian beng sold. double bag in 2-3years. again, this is not a bad stock, otherwise it wouldn't have gain so much. however, on close rev
paullowinvestmentjourney
King Yoland
2017-10-23 21:23:19
Portfolio Update August 2017
Dividend by month1) singtel2) fcot sgx capitacom lian beng starhillg fct sphreit cmt3) spost  taisin lippo4) roxy5) 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) sgx lian beng11) fcot taisin sgx spost  starhillg fct cmt lippo12) sph sats ksh lmgRemarks:Roxy dividend was a little of a diasppointment but will continue to hold this counter for the sake of its asset appreciation in time to come, which is slow but sure imo.Taisin dividend maintained as earnings can support it. price overvalued imo, we might see it correcting below 40c barring surprising earning report next
The Fifth Person
Adam Wong
2017-10-15 17:08:15
5 things to know about the Lion-Phillip S-REIT ETF before you invest
Lion Global Investors and Phillip Capital are due to launch the Lion-Phillip S-REIT ETF on the SGX on 30 October 2017. (The Initial Offer Period is open now until 17 Oct for investors who are interested in subscribing early.) The ETF is the very first exchange-traded fund in the world that invests purely in Singapore REITs. S-REITs have been (and still are) a popular investment vehicle for investors seeking relatively high and stable dividend yield. The expected yield for S-REITs in 2017 is around 6%, and that’s just for dividends alone; the average year-to-date price performance for S-REITs is 14%. There are currently 38 REITs in Singapore and, suffice to say, it’s easy to see why they are so well-liked by investors. Someone who doesn’t like to bother with stock picking can simply i
Aspire
Raymond Leung
2017-09-29 14:13:41
6 REITs To Benefit From Upcoming Developments
On the recent F1 Singapore Race, it was announced that F1 will renew the contract with Singapore to host the race for another four years until 2021. The extension has a positive effect on local hospitality operators as F1 has attracted more than 450,000 tourists to Singapore over the past decade and accounted for $1.4 billion in revenue for the sector. By end of October 2017, Changi Airport Terminal 4 will start operating and we can expect nine airlines to shift there too. With a capacity of 16 million passengers per annum, the new terminal is expected to reach a utilisation rate of 60% by 2018. For the 40% balance, analysts project a gradual increment of 5.0% per annum until Terminal 4 reaches its maximum operating capacity. In addition, we should see visitors and transiting passengers in
A Path to Forever Financial Freedom (3Fs)
B
2017-09-12 22:51:47
Is SPH Worth Taking A Look Now?
Every once and then, there would be companies in focus that would be the major target for the short seller. These are mostly sick companies because their outlook are bleak. If you recall in the early of 2016, we had similar cases with oil and gas companies. Keppel and Sembcorp took the most hit and they were depressed to levels that everyone just want to shun on it.SPH has been a grandfather stock for a very long time. Long time shareholders would know that they used to get to as high as $18 to $20 before doing a split back to $5. The GFC event in 2008 brought them down all the way to $2.40 before rebounding sharply when the market recovers. This was despite the start of the decline in the media print and ads as people start to read less hardcopy and go more digital. It didn't deter shareh
Aspire
Lim Si Jie
2017-09-11 10:05:50
Yield Is The Flavour Of The Month In Sept
The Straits Times Index (STI) benchmark slid 1.56% following a season of lacklustre 2Q earnings. The situation was not helped by the rising geopolitical tensions along the Korean peninsula. Oil and gas (O&G) and telco sectors continued to underperform on unexciting earnings while technology shares outperformed on the back of strong quarterly results. Heading into the month of September 2017, DBS Research believes that yield plays will continue to be favoured amidst uncertainty. Will hurricanes in the US affect Fed’s rate hike decision? The market is expecting the Fed to hold its interest rate steady at 1.25% in the upcoming FOMC meeting on 20th September. The consensus is that the next rate hike is likely to be pushed back to 2Q18 as the US headline inflation is unable to hit the
The Motley Fool Singapore
Chin Hui Leong
2017-09-07 17:01:23
2 Quotes That Vividly Describe How Singapore’s Retail Might Never Be the Same Again
Singapore’s retail scene may never be the same again. It is not a secret that retailers in Singapore have been facing a tougher time over the past few years. There might be several reasons for this. To find out more details, I took time recently to dip into the annual reports of major retailers in Singapore. I wanted to figure out what the retail scene in Singapore looks like from the eyes of the major players. What I found were some vivid descriptions of the challenges that retailers face. 1. The shift to online shopping continues Here’s how Frasers Centrepoint Trust (SGX: J69U), a retail-based real estate investment trust, described the retail landscape in its annual report for the fiscal year ended 30 September 2016: “According to MasterCard in September 2015, $303.5 million was s
Aspire
Annie Lim
2017-09-06 09:28:44
Which REIT Sectors Are Attractive?
Real Estate Investment Trusts (REITs) provides investors with the chance to invest in portfolios of real estates managed by professional managers. They have been rather popular amongst investors who are looking to increase their passive income. However, did you know that REITs invest in different sectors and there are many different kinds of REITs to choose from? For those who are interested to invest in REITs, below are the current performance of the different REIT sectors. Overall, Singapore REITs have reported a decent growth rate of 5.0% in distributions for the second quarter of 2017, with an 8.0% year on year growth in net property income. S-REIT managers are also slowly turning more optimistic about the future outlook. 1. Industrial – Weak organic growth Across most of the ind
The Motley Fool Singapore
Lawrence Nga
2017-08-22 13:21:15
These 2 REITs Recently Delivered Weaker Quarterly Earnings
We’ve come to the tail end of the 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 lower numbers? Let’s look at two of them: 1. In late July, Starhill Global Real Estate Investment Trust (SGX: P40U) released its fourth quarter and full year earnings for its fiscal year ended 30 June 2017 (FY2017). As a quick background, Starhill Global REIT’s portfolio comprises 11 mid to high-end retail properties in five countries (Singapore, Australia, Malaysia, China, and Japan). Singapore makes up 68% of the REIT’s total assets while Australia and Malaysia collectively account for 29%. In



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