Frasers L&C Tr    Last:0.98    -0.01

Frasers Logistic & Industrial Trust IPO

Most important question - what is the likely split between the private and rights tranches, and the ratio for the rights offering.  Please share here, after they share. Thanks.

 

Anyone going fr the meeting tdy? Pls share the outcome as planning to add more....tq

 

meaning if they pay more cost, they can get 1.06 instead of current 1.000x ？ ?

if thats the case, they shld do that.

chengwh1      ( Date: 07-May-2018 21:40) Posted: Just need to hedge higher only-lar,.. but of course, must pay the cost too,... SimpleTrade      ( Date: 07-May-2018 20:21) Posted: Those adding , just be aware that currently the aus dollar has weakened against sgd.

 

To me,... Results for 2nd Quarter 2017/8 were good this evening. Dpu increased.

http://infopub.sgx.com/FileOpen/FLT_2QFY18...t& FileID=504380

I don' t have much to comment on the above Press Release, everything looks great and is up to or exceeded expectations. But I' d like to take readers here to the following para :-

Lifted by the higher distributable income and a higher hedged exchange rate of A$1.00:S$1.0647  (compared to A$1.00:  S$1.0014  for 2QFY17), FLT&rsquo s 2QFY18 DPU rose 3.4% to 1.81 Singapore cents, from 1.75 Singapore cents in 2QFY17.

The above says, if the hedging to a higher quantum of the exchange rate, the end-result is the collected distributable amount will also be higher,...

 

Just need to hedge higher only-lar,.. but of course, must pay the cost too,...

SimpleTrade      ( Date: 07-May-2018 20:21) Posted: Those adding , just be aware that currently the aus dollar has weakened against sgd.

 

The estimation given is called net-net, meaning after taking ALL into consideration, we will still have incremental dpu from this acquisition (plus the funding activities).

BBBulll      ( Date: 07-May-2018 20:14) Posted: Hi sorry am a newbie here. True there will be higher contribution but won't there be dilution as well? halleluyah      ( Date: 07-May-2018 20:13) Posted: Tomolo baru meeting...i dun tink blw 1.00....add some 1.03 as tis 21 props are 100% occupancy which will see higher dpu next q...

 

Acquisition will be completed by end-June, hence, starting to collect rental from the European Tenants from 4Q18, ie months July till September, 2018. We will start to see the results from the reporting in November this year.

halleluyah      ( Date: 07-May-2018 20:13) Posted: Tomolo baru meeting...i dun tink blw 1.00....add some 1.03 as tis 21 props are 100% occupancy which will see higher dpu next q.... SimpleTrade      ( Date: 07-May-2018 19:15) Posted: Jialat, 94cts issue price ?

 

Those adding , just be aware that currently the aus dollar has weakened against sgd.

 

Hi sorry am a newbie here. True there will be higher contribution but won't there be dilution as well?

halleluyah      ( Date: 07-May-2018 20:13) Posted: Tomolo baru meeting...i dun tink blw 1.00....add some 1.03 as tis 21 props are 100% occupancy which will see higher dpu next q.... SimpleTrade      ( Date: 07-May-2018 19:15) Posted: Jialat, 94cts issue price ?

 

Tomolo baru meeting...i dun tink blw 1.00....add some 1.03 as tis 21 props are 100% occupancy which will see higher dpu next q....

SimpleTrade      ( Date: 07-May-2018 19:15) Posted: Jialat, 94cts issue price ?

 

3.61c per unit declared!

 

Dpu up 3.4%...frm 1.75ct to 1.81ct...

 

dont worry, the actual price not out yet. Today Flt ended at 102, just wondering whether the rights issue price going to be that low.

BBBulll      ( Date: 07-May-2018 19:34) Posted: Hi where did u see that from SimpleTrade      ( Date: 07-May-2018 19:15) Posted: Jialat, 94cts issue price ?

 

Hi where did u see that from

SimpleTrade      ( Date: 07-May-2018 19:15) Posted: Jialat, 94cts issue price ?

 

Jialat, 94cts issue price ?

 

I suggest to all investors to study the quarterly report that will be released tomorrow evening, then form questions for the BOD in the EGM on the following morning,...

All doubts can be cleared on Tuesday morning,...

 

wow, this share good for long term.... balance sheet good shape, company true values yet  to reflect and also due to  concern over depreciation of AUD.... asset  portfolio with large AUD currency.....  61 QUALITY PROPERTIES across 5 state in    Australia.... must keep an eye on this.... wait for price to bottom..... 

 

Hopefully the incoming euro assets will counter balance the depreciation of aus dollar.

 

I think the mechanism of hedging is by referring to a certain exchange rate. If the actual exchange rate is lower than what that has been hedged towards, there might be impact to the NPI too, which, down the line, may hit the dpu slightly too. Hedging has cost too,... recalled something like this.

Every quarter should not be affected much by forex  if they hedge properly every mid-year and year-end.

If EGM is going to be held by coming Tuesday, then probably,.... they will be able to complete the acquisition before end of this quarter, which means the European props will start to contribute from the July quarter onwards, and..... we will get the incremental dpu announced  in the November reporting,... That' s the way I count,...haha,..

SimpleTrade      ( Date: 04-May-2018 20:05) Posted: Previously FLT told me that they hedged their currency semi_annually. My guess is this qtr dpu is still safe . but coming qtr, will the new ptys starting to contribute to the income?

 

Previously FLT told me that they hedged their currency semi_annually. My guess is this qtr dpu is still safe .

but coming qtr, will the new ptys starting to contribute to the income?