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Frasers Cpt Tr
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Alignment
Elite |
07-May-2026 21:30
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At this price it represents a 5.4% DPU yield. Surely that is too low vs what else you can get from other SGX listed REITs? | ||||||
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JurongW
Elite |
25-Apr-2026 14:57
Yells: "Earnings give weight, Chart give wings" |
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Share price broke out from the falling wedge. Should continue its uptrend to test R2 this upcoming week. Any movement beyond R2 is a bonus since REITS tend to be slow moving. 
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spursfan
Supreme |
25-Apr-2026 10:37
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Upcoming Dividend/Distribution Dates
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spursfan
Supreme |
25-Apr-2026 10:35
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https://links.sgx.com/1.0.0/corporate-announcements/G5JE4X90Y3PQ5426/885513_FCT%20SGX%20Announcement%20-%201HFY26%20Results%20Presentation.pdf |
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Joelton
Supreme |
25-Apr-2026 10:33
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Frasers Centrepoint Trust&rsquo s H1 DPU rises 1.4% to S$0.06136 Distribution to unitholders for the period up 13.6% at S$125 million [SINGAPORE] The manager of Frasers Centrepoint Trust (FCT) : J69U +1.32% on Friday (Apr 24) posted a distribution per unit (DPU) of S$0.06136 for its first half ended Mar 31, a 1.4 per cent increase from S$0.06054 in the year-ago period. The improvements were supported by the strength of FCT&rsquo s suburban retail portfolio, said Richard Ng, chief executive officer of the manager. Ng noted that the trust&rsquo s committed occupancy currently stands at 99.8 per cent while rental reversions and tenant sales remain &ldquo healthy&rdquo across its malls. For H1, FCT&rsquo s shopper traffic rose 1.8 per cent on the year, while its tenants&rsquo sales climbed 3.2 per cent. The retail portfolio continued to see &ldquo healthy leasing demand&rdquo in H1, with over 289,100 square feet of new leases and renewals signed up. Average portfolio rental reversion was positive 6.5 per cent. As part of efforts to refresh its retail offerings, FCT committed 48 new-to-portfolio tenants across its malls during H1, said the manager. These include Singapore-based Italian dining concept rumeL, Mi Bibimbap and Hoe Nam Vintage. Revenue for the six months stood at S$221.9 million, 20.3 per cent up from S$184.4 million in the previous corresponding period. For the half-year, net property income climbed 20.2 per cent on the year to S$160.8 million from S$133.7 million, Higher NPI was driven by the acquisition of Northpoint City South Wing and higher passing rents across most malls. However, it was partly offset by the sale of Yishun 10 Retail Podium and asset enhancement initiatives (AEIs) at Hougang Mall. Distribution to unitholders for the period rose 13.6 per cent year on year to S$125 million, from S$110.1 million. It will be paid on May 29 after the book closure date of May 5. As at Mar 31, the trust&rsquo s current assets rose to $164.4 million from S$120.6 million as at Sep 31, 2025, while its current liabilities fell to S$221.6 million from S$554.4 million. FCT&rsquo s net asset value per unit inched up to S$2.25 from S$2.23 in the same period. As at Q2, its gearing ratio stood at 40 per cent, while its average cost of debt was 3.2 per cent. Outlook-wise, the manager expects FCT&rsquo s portfolio to remain resilient amid macroeconomic uncertainties. This is due to its &ldquo strong focus on essential trades and services&rdquo , alongside the proximity of its malls to populous residential catchments with strong footfall and connectivity to key transport nodes. &ldquo The Singapore suburban retail market is expected to remain supported by resilient demand, underpinned by population growth, rising household income and limited new suburban retail supply,&rdquo the manager said. It intends to continue to drive growth through strategic acquisitions, optimising portfolio performance and targeted AEIs. Units of FCT ended Thursday flat at S$2.28, before the news. |
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PiRPiR
Master |
24-Apr-2026 13:22
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11:31 PM EDT, 04/23/2026 (MT Newswires) -- Frasers Centrepoint Trust's (SGX:J69U) distribution per unit or DPU rose 1.4% during the fiscal first half ended March 31 to SG$0.06136 from SG$0.06054 a year earlier, according to a Friday filing with the Singapore Exchange.
Distribution to unitholders was up 14% to SG$125.0 million from SG$110.1 million. Net property income jumped 20% to SG$160.8 million compared with SG$133.7 million in the year-ago period. Gross revenue surged 20% year over year to SG$221.9 million from SG$184.4 million, backed by committed occupancy of 99.8%. Analysts quoted by Visible Alpha had projected a revenue of SG$219 million for the period. |
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JurongW
Elite |
24-Apr-2026 12:13
Yells: "Earnings give weight, Chart give wings" |
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1H FY26 result press release https://links.sgx.com/1.0.0/corporate-announcements/G5JE4X90Y3PQ5426/885512_FCT%20SGX%20Announcement%20-%201HFY26%20Results%20Press%20Release.pdf Results presentation https://links.sgx.com/1.0.0/corporate-announcements/G5JE4X90Y3PQ5426/885513_FCT%20SGX%20Announcement%20-%201HFY26%20Results%20Presentation.pdf |
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chengwh1
Elite |
23-Apr-2026 12:38
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Has FCT ever distributed dividends based on premium amt collected after doing a Sell Transaction ? Mapletree Logistics Trust (MLT) used to do this a few years ago, or perhaps is still doing this today but I' ve not kept up with MLT' s news. The premium will be distributed over a few qtrs,...
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cmengchan
Senior |
23-Apr-2026 07:12
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TE Capital in Talks to Buy Suburban Singapore Mall From Frasers REIT for $369M https://www.mingtiandi.com/real-estate/finance/te-capital-in-talks-to-buy-suburban-singapore-mall-from-frasers-reit-for-369m/ |
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JurongW
Elite |
22-Apr-2026 20:22
Yells: "Earnings give weight, Chart give wings" |
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< Vested...for a few years> Upon break out from the upper channel, I expect FCT to test the following resistance: R1 - 232 R2 - 234 R3 - 240 R4 - 246 
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seanpent
Supreme |
21-Apr-2026 11:51
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Swee !
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Joelton
Supreme |
21-Apr-2026 11:20
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Frasers Centrepoint Trust in talks to sell White Sands mall for over S$470 million Local private equity firm TE Capital is said to be the prospective buyer [SINGAPORE] Frasers Centrepoint Trust (FCT) is in the process of selling its White Sands shopping mall in Pasir Ris, with local private equity firm TE Capital said to be in exclusive due diligence for the deal. The Business Times understands that the suburban retail property could fetch over S$470 million, implying an exit yield of around 4.5 per cent. Located next to Pasir Ris MRT station, White Sands is on a site with 99-year leasehold tenure from May 1993 this leaves a balance of about 66 years. FCT acquired the property in 2020 for S$428 million. As at Sep 30, 2025, the mall was valued at S$431 million. Cushman & Wakefield and Savills were appointed marketing agents for the property. TE Capital is a local private equity firm run by siblings Terence and Emilia Teo, who are third-generation members of the Teo family behind Tong Eng Group, one of Singapore&rsquo s oldest property developers. As at the fourth quarter of 2023, TE Capital reported more than S$3 billion in assets under management, with a presence across Singapore, Australia, Japan and the US. Its Singapore properties include residential developments Wilshire Residences and View at Kismis, and mixed-use projects Arc 380 and Centrium Square. TE Capital also owns Orchard Road office building Visioncrest Orchard, which it bought in 2024 together with LaSalle Investment Management for about S$450 million from Union Investment. In 2022, it acquired PIL Building for S$323.8 million, and redeveloped the property into a 20-storey strata-titled office project called Solitaire on Cecil. Acquiring White Sands will mark TE Capital&rsquo s first foray into the bustling suburban retail sector. FCT&rsquo s latest annual report indicated that the Pasir Ris mall has committed occupancy of 100 per cent as at end-December 2025. Revenue for FY2025 was S$31.6 million, on a par with S$31.7 million in the preceding year. Property expenses fell 9.3 per cent to S$9.9 million, from S$10.9 million. As a result, net property income rose 4.8 per cent to S$21.7 million in FY2025, compared with S$20.7 million a year ago. NTUC FairPrice, Cookhouse by Koufu, McDonald&rsquo s and Popular Bookstore are among the tenants at the mall, which has a gross floor area of 240,371 square feet (sq ft) and net lettable area of 150,352 sq ft. The Pasir Ris shopping centre is supported by residents from the surrounding public housing flats and private condominiums. The catchment is expected to expand with the completion of new projects, including Pasir Ris 8, that will add more than 3,000 new homes to the vicinity, according to FCT&rsquo s website. Opened in 1996, White Sands features six levels of retail space along with two basement floors for car parking spaces. The mall was injected into FCT&rsquo s portfolio after the real estate investment trust acquired the remaining 63.1 per cent stake in AsiaRetail Fund (ARF) in October 2020 for S$1.06 billion. The fund also owned Tiong Bahru Plaza, Hougang Mall, Century Square, Tampines 1 and Central Plaza &ndash all of which are now part of FCT&rsquo s portfolio. Interest in Singapore retail assets has picked up significantly over the past year, as low borrowing costs makes deals viable, market watchers said. FCT&rsquo s sponsor Frasers Property bought out the rear block of The Centrepoint via a collective sale in January for S$391.9 million. The development comprises two components: a freehold front block which Frasers almost fully owns, and a leasehold rear plot. Frasers has hinted that it hopes to consolidate adjoining sites for a major redevelopment. It already owns 51 Cuppage Road, a neighbouring 10-storey office building that is directly connected to The Centrepoint via a link-bridge. Also on Orchard Road, Paragon mall is being sold to CapitaLand Integrated Commercial Trust (CICT) for S$3.9 billion on a freehold basis, the trust manager announced on Monday. Further down the prime shopping belt, a portfolio of 18 freehold strata-titled retail units at Orchard Shopping Centre changed hands for S$73 million. In Holland Village, private investor Cheong Sin Lam, of the Cheong family who controls Hong Fok Corporation, acquired Holland Piazza from Eng Tiong Realty for S$100 million. Bukit Panjang Plaza has also been sold by CICT to US asset manager Hines for S$428 million, in a deal announced in January. |
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seanpent
Supreme |
16-Apr-2026 14:14
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Marching on | ||||||
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Delvyss
Elite |
15-Apr-2026 16:44
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Identifying The Real Beneficiaries Of The S$1bn Support Package https://sginvestors.io/analysts/research/2026/04/singapore-strategy-rhb-securities-research-2026-04-08 |
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JurongW
Elite |
20-Mar-2026 18:18
Yells: "Earnings give weight, Chart give wings" |
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Frasers Centrepoint Asset Management Ltd., as manager of Frasers Centrepoint Trust (" FCT" ), will be announcing the financial results of FCT for the first half year from 1 October 2025 to 31 March 2026, before the commencement of trading on Friday, 24 April 2026. |
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JurongW
Elite |
17-Mar-2026 15:15
Yells: "Earnings give weight, Chart give wings" |
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Always a good read for information, but seriously, The Smart Investor should seriously consider engaging writers/analysts who actually own the shares which they recommend. Case in point - See below Disclosure: Darien.C does not own shares in any of the companies mentioned.
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Delvyss
Elite |
17-Mar-2026 09:53
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Forget 2.5%: These 5 SGX Stocks Pay Double Your CPF OAhttps://thesmartinvestor.com.sg/forget-2-5-these-5-sgx-stocks-pay-double-your-cpf-oa/ |
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PiRPiR
Master |
13-Mar-2026 10:43
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10. Another unitholder expressed concerns about how the completion of the Rapid Transit System (RTS) could impact FCT, given its concentration in suburban retail malls. In response, CEO Mr Richard Ng explained that while the RTS may lead to some shifts in shopper traffic?particularly for malls near the Johor Bahru?Singapore border?FCT does not anticipate any significant negative impact. In fact, the RTS is expected to increase overall traffic in the area. He reassured unitholders that FCT?s malls, especially Causeway Point, remain strategically positioned with strong catchment areas and connectivity. The CEO also addressed a separate question regarding the Electric Train Service (ETS), noting that it serves a different market altogether. He added that it is unlikely Singaporeans would take the ETS solely for the purpose of shopping.
To better understand the potential impact of cross-border connectivity, FCT has conducted studies on expected changes in traffic patterns and consumer behaviour, and is planning accordingly to ensure its malls continue to perform well. Mr Ng further shared that FCT has studied similar cross-border rail developments in other regions, such as Hong Kong and Shenzhen, to prepare for any possible shifts. In addition, recent survey findings from FCT?s market research provided further insight into cross-border retail spending trends. While shopping in Johor Bahru remains attractive for Singaporeans seeking value and unique experiences, Singapore?s suburban retail malls continue to enjoy a competitive advantage due to their significantly larger retail stock, broader variety, and higher-quality offerings. FCT?s malls, particularly Causeway Point, benefit from this advantage by offering a wide range of international brands and quality products, along with an appealing shopping environment that emphasises safety, cleanliness, and convenience. Survey respondents also indicated a preference for spending on F&B, beauty and healthcare, and electrical goods?categories that are well represented across FCT?s mall portfolio. While JB may continue to capture incremental spending, especially in value-driven segments such as F&B, suburban malls in Singapore remain essential in meeting the daily needs of local shoppers. With rising prices and inflation in JB, Singaporean shoppers are expected to continue favouring local malls for higher-value purchases, reinforcing FCT?s strategic focus on curating a tenant mix aligned with the evolving preferences of Singapore?s growing and diverse population. 9. A unitholder asked about structural changes in the cinema industry and how FCT plans to repurpose cinema spaces within its malls. The CEO acknowledged that cinemas are facing challenges due to the rise of streaming services, but emphasised that FCT is proactively adapting to these changes. Where necessary, the trust has begun repurposing former cinema spaces, either by introducing new tenants or enhancing the mall?s overall offerings. This strategy will continue as market trends evolve. For instance, FCT is already exploring alternatives to replace vacated cinema spaces with operators that can drive stronger foot traffic and better align with current consumer demand. The CEO emphasised that this transition is part of FCT?s broader effort to keep its malls relevant through a more diversified tenant mix and the creative use of large-format spaces. By remaining flexible and responsive, FCT aims to ensure its suburban malls remain vibrant community destinations even as the cinema industry continues to evolve. 8. One unitholder inquired about the potential competition facing Hougang Mall, given its smaller size and the upcoming developments in the area. The CEO acknowledged the competitive landscape but emphasised that Hougang Mall?s strong market position and catchment area should be able to support the additional retail supply. He also noted that the planned asset enhancement initiative would help strengthen the mall?s competitiveness going forward.
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Delvyss
Elite |
13-Mar-2026 09:37
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10 things I learned from the 2026 Frasers Centrepoint Trust AGMhttps://fifthperson.com/2026-frasers-centrepoint-trust-agm/ |
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Delvyss
Elite |
06-Mar-2026 10:53
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Frasers Centrepoint Trust - Back to 99.9% occupancyhttps://www.poems.com.sg/stock-research/FCPT.SG/ |
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