Stock BUOU FRASERS LOGISTICS & COMMERCIAL TRUST
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Financials Frasers Logistics & Commercial Trust

Equities

BUOU

SG1CI9000006

Commercial REITs

Market Closed - Singapore S.E.
Other stock markets
 05:04:34 2024-04-26 am EDT 		5-day change 1st Jan Change
1 SGD -0.99% Intraday chart for Frasers Logistics & Commercial Trust +3.09% -13.04%
Mar. 28 UOB Kay Hian Adjusts Frasers Logistic & Commercial Trust’s Price Target to SG$1.52 From SG$1.65, Keeps at Buy MT
Mar. 28 Frasers Logistics Completes Acquisition of Four Properties in Germany MT

Valuation

Fiscal Period: Settembre 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 2,989 4,849 5,694 4,958 4,554 4,221 - -
Enterprise Value (EV) 1 4,096 7,301 8,248 7,018 6,851 6,572 6,671 6,768
P/E ratio 12.2 x 10.5 x 7.43 x 6.17 x -38.5 x 17.4 x 17.5 x 16.2 x
Yield 5.47% 5.1% 4.98% 6.23% 6.61% 6.98% 7.07% 7.17%
Capitalization / Revenue 12.4 x 14.3 x 12.1 x 9.95 x 9.44 x 8.5 x 8.12 x 7.71 x
EV / Revenue 17 x 21.6 x 17.5 x 14.1 x 14.2 x 13.2 x 12.8 x 12.4 x
EV / EBITDA 23.2 x 30.3 x 25.7 x 21.1 x 22.1 x 19.9 x 19 x 18 x
EV / FCF -28.8 x -30.6 x -316 x 7.7 x 42.4 x 18.1 x 17.3 x 17.1 x
FCF Yield -3.47% -3.26% -0.32% 13% 2.36% 5.51% 5.76% 5.85%
Price to Book 1.29 x 1.04 x 1.24 x 0.94 x 0.91 x 0.85 x 0.86 x 0.87 x
Nbr of stocks (in thousands) 2,248,893 3,413,220 3,676,420 3,696,167 3,728,941 3,751,347 - -
Reference price 2 1.329 1.421 1.549 1.341 1.221 1.125 1.125 1.125
Announcement Date 11/5/19 11/5/20 11/10/21 11/9/22 11/1/23 - - -
1AUD in Million2AUD
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: Settembre 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 240.8 338.1 471.7 498.2 482.5 496.6 519.6 547.4
EBITDA 1 176.7 240.8 320.7 333.4 309.9 330.2 351.4 376.3
EBIT 1 176.7 240.8 320.7 333.3 309.9 332.8 352.3 375.5
Operating Margin 73.38% 71.21% 67.98% 66.9% 64.22% 67.02% 67.81% 68.58%
Earnings before Tax (EBT) 1 272.4 540.2 885.1 949.5 -128.3 273.3 281.5 292.2
Net income 1 225.6 463 734.8 806.3 -118.1 238.2 266.2 286.2
Net margin 93.71% 136.95% 155.78% 161.85% -24.49% 47.96% 51.24% 52.28%
EPS 2 0.1089 0.1352 0.2084 0.2172 -0.0318 0.0647 0.0643 0.0693
Free Cash Flow 1 -142.1 -238.4 -26.13 911.3 161.7 362.3 384.6 395.9
FCF margin -59.01% -70.51% -5.54% 182.93% 33.51% 72.96% 74.01% 72.32%
FCF Conversion (EBITDA) - - - 273.37% 52.16% 109.71% 109.45% 105.22%
FCF Conversion (Net income) - - - 113.02% - 152.11% 144.44% 138.33%
Dividend per Share 2 0.0727 0.0725 0.0772 0.0836 0.0807 0.0786 0.0795 0.0806
Announcement Date 11/5/19 11/5/20 11/10/21 11/9/22 11/1/23 - - -
1AUD in Million2AUD
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: September 2021 S1 2021 S2 2022 S1 2022 Q3 2023 S1 2023 S2
Net sales 1 223.9 238.8 239.5 118.4 - 244
EBITDA - - - - - -
EBIT - - - - - -
Operating Margin - - - - - -
Earnings before Tax (EBT) - - - - - -
Net income 111.7 - - - 132.9 -
Net margin 49.87% - - - - -
EPS - - - - 0.0357 -
Dividend per Share 2 0.0367 0.0390 0.0391 0.0221 - 0.0404
Announcement Date 5/5/21 11/10/21 5/6/22 8/9/22 5/3/23 11/1/23
1AUD in Million2AUD
Estimates

Balance Sheet Analysis

Fiscal Period: September 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt 1 1,107 2,452 2,554 2,061 2,297 2,351 2,450 2,547
Net Cash position 1 - - - - - - - -
Leverage (Debt/EBITDA) 6.268 x 10.18 x 7.963 x 6.181 x 7.412 x 7.119 x 6.973 x 6.768 x
Free Cash Flow 1 -142 -238 -26.1 911 162 362 385 396
ROE (net income / shareholders' equity) 10.6% 6.87% 6.39% 5.67% 5.15% 5.15% 5.47% 5.7%
ROA (Net income/ Total Assets) 6.62% 3.99% 3.7% 3.54% 3.31% 3.2% 3.29% 3.41%
Assets 1 3,407 11,614 19,859 22,805 -3,572 7,439 8,089 8,402
Book Value Per Share 2 1.030 1.360 1.250 1.430 1.350 1.320 1.300 1.290
Cash Flow per Share 2 0.0800 0.0800 0.0900 0.0900 0.0900 0.0900 0.0900 0.0900
Capex 1 13.3 13.1 29 140 185 25.9 26 22.6
Capex / Sales 5.54% 3.87% 6.15% 28.09% 38.33% 5.22% 5.01% 4.12%
Announcement Date 11/5/19 11/5/20 11/10/21 11/9/22 11/1/23 - - -
1AUD in Million2AUD
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Ratings for Frasers Logistics & Commercial Trust

Trading Rating
Investor Rating
ESG Refinitiv
B
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
10
Last Close Price
1.125 AUD
Average target price
1.582 AUD
Spread / Average Target
+40.55%
Consensus

EPS Revisions

Estimates Revisions

Quarterly revenue - Rate of surprise

Company calendar

Sector Industrial REITs

1st Jan change Capi.
FRASERS LOGISTICS & COMMERCIAL TRUST Stock Frasers Logistics & Commercial Trust
-13.04% 2.75B
PROLOGIS, INC. Stock ProLogis, Inc.
-21.94% 96.34B
GOODMAN GROUP Stock Goodman Group
+21.78% 38.16B
REXFORD INDUSTRIAL REALTY, INC. Stock Rexford Industrial Realty, Inc.
-22.99% 9.39B
EASTGROUP PROPERTIES, INC. Stock EastGroup Properties, Inc.
-15.05% 7.49B
AMERICOLD REALTY TRUST, INC. Stock Americold Realty Trust, Inc.
-26.53% 6.32B
STAG INDUSTRIAL, INC. Stock STAG Industrial, Inc.
-12.18% 6.27B
FIRST INDUSTRIAL REALTY TRUST, INC. Stock First Industrial Realty Trust, Inc.
-12.66% 6.09B
WAREHOUSES DE PAUW SA Stock Warehouses De Pauw SA
-13.12% 5.8B
FIBRA PROLOGIS Stock FIBRA Prologis
-11.75% 5.48B
Industrial REITs
  1. Stock Market
  2. Equities
  3. BUOU Stock
  4. Financials Frasers Logistics & Commercial Trust