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Frasers Logistic & Industrial Trust IPO Post Reply Rate topic
lukewong82 Master	17-Nov-2018 17:04        lukewong82 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Fraser 5th largest industrial reit. NTA 92 cents. Trading at $1.04, yield around 8% ESR Reit 4th largest industrial reit. NTA 49 cents, trading at 49 cents, yield around 8% I think switch to ESR for more potential of capital gain.. :) tanweiming_      ( Date: 17-Nov-2018 16:58) Posted: Negative rental reversion for four quarters straight... I like their properties but their rental reversion...
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tanweiming_ Member	17-Nov-2018 16:58        tanweiming_ About Contact  Quote this Post!
x 0   x 0  Alert Admin	Negative rental reversion for four quarters straight... I like their properties but their rental reversion...
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halleluyah Supreme	07-Nov-2018 09:13        halleluyah About Contact  Quote this Post!
x 0   x 0  Alert Admin	solid results....fy dpu up 2.6%....
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Goldfinger Supreme	06-Nov-2018 17:47        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	Pleasantly surprised by the good results and DPU. Imagine how when the AUD recovers.
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chengwh1 Elite	06-Nov-2018 17:35        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sorry, it' s 1.68c rising to 1.78c this year Q4.
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chengwh1 Elite	06-Nov-2018 17:33        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bro,... I really do not know what they are talking abt.. My records clearly stated 1.68c dpu payout last year Q4. Then I checked with the SGX filings again just now, it' s 1.68c. So, it' s 1.68c rising to 1.75c this year Q4. What' s happening ??????? laksaman57      ( Date: 06-Nov-2018 16:41) Posted: Only 0.6% rise in dpu, from 1.77cts to just 1.78cts, worth all that acquisition ? " Higher distributable income which was partially offset by: &bull Lower hedged exchange rate of A$1.00:S$1.0011(8) (4QFY17: A$1.00:S$1.016)" http://infopub.sgx.com/FileOpen/FLT%204QFY18%20Results%20Slides.ashx?App=Announcement& FileID=532573 Watch careful the Australian dollar trend ..... &ldquo The trade war and its resulting downwards pressure on the CNY is a challenge for the AUD, as China is Australia&rsquo s top trading partner. &ldquo A decline in demand for Chinese imports in the US means a decline in the demand for Australian exports to China and less demand for exports means less demand for our currency.&rdquo &ldquo This is evident, as Friday&rsquo s drop in the AUD mirrored movements of the Chinese Yuan which fell to its weakest level in over a decade against the USD,&rsquo &rsquo she said.http://www.travelweekly.com.au/article/heres-how-the-us-trade-war-with-china-is-affecting-the-aussie-dollar/
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laksaman57 Supreme	06-Nov-2018 16:54        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.channelnewsasia.com/news/business/australian-dollar-at-multi-year-lows-against-singdollar-10794758 ' Since the end of August, the Aussie has been trading below parity versus the Singapore dollar, and is down nearly 8 per cent on a year-to-date basis.'
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laksaman57 Supreme	06-Nov-2018 16:41        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Only 0.6% rise in dpu, from 1.77cts to just 1.78cts, worth all that acquisition ? " Higher distributable income which was partially offset by: &bull Lower hedged exchange rate of A$1.00:S$1.0011(8) (4QFY17: A$1.00:S$1.016)" http://infopub.sgx.com/FileOpen/FLT%204QFY18%20Results%20Slides.ashx?App=Announcement& FileID=532573 Watch careful the Australian dollar trend ..... &ldquo The trade war and its resulting downwards pressure on the CNY is a challenge for the AUD, as China is Australia&rsquo s top trading partner. &ldquo A decline in demand for Chinese imports in the US means a decline in the demand for Australian exports to China and less demand for exports means less demand for our currency.&rdquo &ldquo This is evident, as Friday&rsquo s drop in the AUD mirrored movements of the Chinese Yuan which fell to its weakest level in over a decade against the USD,&rsquo &rsquo she said.http://www.travelweekly.com.au/article/heres-how-the-us-trade-war-with-china-is-affecting-the-aussie-dollar/
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chengwh1 Elite	06-Nov-2018 12:08        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	...4Q and FY18 Report.....
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chengwh1 Elite	06-Nov-2018 12:07        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Well, bros,... I have no issues with the 4 and FY8 Report relesed yesterday evening,... anybody has any issues ??
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chengwh1 Elite	02-Nov-2018 13:13        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I have a feeling that if the Equity Fund Raising exercise is done in the right way, the additional number of units added  will not cause a reduction in the dpu post-exercise. The yield of the acquired properties is important too, and must be high enough.
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daxdax18 Member	01-Nov-2018 10:34        daxdax18 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The worry is dilution via private placements... As we have seen recently in other reits...
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halleluyah Supreme	01-Nov-2018 10:28        halleluyah About Contact  Quote this Post!
x 0   x 0  Alert Admin	acquition freehold prop in netherland...net prop income yield is 5.41% n yield is accretive to the reit...100% occupancy...at current px, dpu is 7.1%....
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halleluyah Supreme	31-Oct-2018 11:55        halleluyah About Contact  Quote this Post!
x 0   x 0  Alert Admin	div next wk...looking to add some...
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halleluyah Supreme	31-Oct-2018 08:55        halleluyah About Contact  Quote this Post!
x 0   x 0  Alert Admin	buy some babe...............
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chengwh1 Elite	31-Oct-2018 03:46        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Am I observing correctly that the unit price fell yesterday on the evening of the ann' t of the setting-up of a subsid called : &ldquo FLT Europe 2 Pte. Ltd.&rdquo ? Why does the mkt not like this subsid ? https://flt.frasersproperty.com/newsroom/20181030_175047_NULL_YU9TSQH0NA7WZL85.1.pdf
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SimpleTrade Senior	04-Sep-2018 20:13        SimpleTrade About Contact  Quote this Post!
x 0   x 0  Alert Admin	Dpu accretive can be a very trivial term nowadays.As long you dont place out too many shares or no shares , most of the transactions are dpu accretive. Of course +0.1cts also considered as accretive. Expenses wise i think as the AUM gets larger, they will have the economy of scale .
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chengwh1 Elite	04-Sep-2018 19:45        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes,... just two things that popped-up in mind,.... 1) " The NSW  and QLD properties are each leased to two individual tenants with average fixed annual rental increments of 3.1 per cent and 3 per cent per annum, respectively." - This type of increment is just enough to cover rise of property expenses every year. NO more leftover for dpu rise. 2) " He added that both properties will be accretive to FLT' s distribution per unit." - how much more accretive ?? There is no model to show, as in other acquisitions whereby, a model will show what happens to the dpu if they made  this acquisition beginning  on a date in the past. SimpleTrade      ( Date: 03-Sep-2018 09:11) Posted: 1. yes 2. No rights or pte placement. Money from the recent disposal of properties. As for the rest, can read this buz times article https://www.businesstimes.com.sg/companies-markets/flt-acquires-two-prime-australian-properties-for-a626m
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SimpleTrade Senior	03-Sep-2018 09:11        SimpleTrade About Contact  Quote this Post!
x 0   x 0  Alert Admin	1. yes 2. No rights or pte placement. Money from the recent disposal of properties. As for the rest, can read this buz times article https://www.businesstimes.com.sg/companies-markets/flt-acquires-two-prime-australian-properties-for-a626m
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chengwh1 Elite	02-Sep-2018 21:34        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Any more details of this acquisition ? As in :- 1) Is it dpu-accretive ? 2) How to finance ? Any Rights Issue for us ? 3) Property characteristics ? 4) ETC, ETC ?? SimpleTrade      ( Date: 31-Aug-2018 20:23) Posted: FLT Acquires Two Prime Properties in Australia for A$62.6 Million SINGAPORE, 31 AUGUST 2018 Frasers Logistics & Industrial Asset Management Pte. Ltd., the manager of Frasers Logistics & Industrial Trust (&ldquo FLT&rdquo and the manager of FLT, the &ldquo REIT Manager&rdquo ), is pleased to announce the proposed acquisition of two prime industrial properties in Australia from Frasers Property Australia Pty Limited, a wholly-owned subsidiary of Frasers Property Limited (the &ldquo Sponsor&rdquo ) for an aggregate purchase consideration of A$62.6 million2 . The aggregate purchase consideration was negotiated on a willing-buyer and willing-seller basis and supported by independent valuations by CBRE Valuations Pty Ltd and Urbis Valuations Pty Ltd.  Funding from divestment of aust properties earlier on.
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