Frasers Logistics & Commercial Trust Likely to Pivot to Logistics -- Market Talk

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0327 GMT - Frasers Logistics & Commercial Trust is likely to pivot to logistics, UOB Kay Hian's Jonathan Koh says in a research report. It plans to pursue strategic growth opportunities in the resilient logistics segment, while evaluating potential divestment of non-core office assets, the analyst notes. Management intends to increase allocation for logistics properties to 85%, compared with 75.1% as of March 2026, and will look for opportunities to acquire logistics properties in developed markets. The brokerage lifts its FY 2026 and FY 2027 distribution-per-unit forecasts for the REIT by 8% and 6%, respectively. It raises the unit's target price to S$1.30 from S$1.22 with an unchanged buy rating. Units are 0.5% lower at S$0.985. (ronnie.harui@wsj.com)

(END) Dow Jones Newswires

May 07, 2026 23:27 ET (03:27 GMT)

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It plans to pursue strategic growth opportunities in the resilient logistics segment, while evaluating potential divestment of non-core office assets, the analyst notes. Management intends to increase allocation for logistics properties to 85%, compared with 75.1% as of March 2026, and will look for opportunities to acquire logistics properties in developed markets. The brokerage lifts its FY 2026 and FY 2027 distribution-per-unit forecasts for the REIT by 8% and 6%, respectively. It raises the unit's target price to S$1.30 from S$1.22 with an unchanged buy rating. Units are 0.5% lower at S$0.985. 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It plans to pursue strategic growth opportunities in the resilient logistics segment, while evaluating potential divestment of non-core office assets, the analyst notes. Management intends to increase allocation for logistics properties to 85%, compared with 75.1% as of March 2026, and will look for opportunities to acquire logistics properties in developed markets. The brokerage lifts its FY 2026 and FY 2027 distribution-per-unit forecasts for the REIT by 8% and 6%, respectively. It raises the unit's target price to S$1.30 from S$1.22 with an unchanged buy rating. Units are 0.5% lower at S$0.985. (ronnie.harui@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 07, 2026 23:27 ET (03:27 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK6512","symbol_name":"房地产股","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2633886544","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2633886544","pubTimestamp":1778210820,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0327 GMT - Frasers Logistics & Commercial Trust is likely to pivot to logistics, UOB Kay Hian's Jonathan Koh says in a research report. It plans to pursue strategic growth opportunities in the resilient logistics segment, while evaluating potential divestment of non-core office assets, the analyst notes. Management intends to increase allocation for logistics properties to 85%, compared with 75.1% as of March 2026, and will look for opportunities to acquire logistics properties in developed markets. The brokerage lifts its FY 2026 and FY 2027 distribution-per-unit forecasts for the REIT by 8% and 6%, respectively. It raises the unit's target price to S$1.30 from S$1.22 with an unchanged buy rating. Units are 0.5% lower at S$0.985. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK6512":"房地产股","BK6133":"工业房地产信托","BUOU.SI":"星狮物流工业信托","BK6082":"工业房地产投资信托"},"translate_title":"星狮物流与商业信托可能转向物流——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BUOU.SI":0.9},"content_text":"0327 GMT - Frasers Logistics & Commercial Trust is likely to pivot to logistics, UOB Kay Hian's Jonathan Koh says in a research report. It plans to pursue strategic growth opportunities in the resilient logistics segment, while evaluating potential divestment of non-core office assets, the analyst notes. Management intends to increase allocation for logistics properties to 85%, compared with 75.1% as of March 2026, and will look for opportunities to acquire logistics properties in developed markets. The brokerage lifts its FY 2026 and FY 2027 distribution-per-unit forecasts for the REIT by 8% and 6%, respectively. It raises the unit's target price to S$1.30 from S$1.22 with an unchanged buy rating. Units are 0.5% lower at S$0.985. (ronnie.harui@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  May 07, 2026 23:27 ET (03:27 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}