Frasers Centrepoint Trust

Suburban Retail Demand In Singapore Will Unlock Hidden Value

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

11 Mar 25

Updated

11 Dec 25

Views

111

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

8.1%

7D

1.8%

Loading

1Y

8.1%

7D

1.8%

You can edit this narrative until Dec 12 10:05 PM. Then, changes will post as Updates.

Author's Valuation

S$2.612.3% undervalued

AnalystConsensusTarget Fair Value

Shared on 11 Dec 25

Fair value Increased 0.12%

J69U: Distribution Visibility Will Support Future Upside Despite Slight Margin Softness

Narrative Update Analysts have nudged their price target on Frasers Centrepoint Trust slightly higher to approximately S 2.60. This reflects modestly improved long term revenue growth expectations and a marginally lower discount rate, partially offset by a slightly softer profit margin outlook.

Shared on 27 Nov 25

Fair value Increased 0.072%

J69U: Higher Distribution And Slight Margin Shift Will Drive Future Upside

Analysts have slightly raised their price target for Frasers Centrepoint Trust from $2.59 to $2.60. This change is attributed to minor adjustments to discount rates, projected revenue growth, and profit margin expectations in their updated forecasts.

Shared on 08 Nov 25

Fair value Increased 0.51%

J69U: Lower Discount Rate And Increased Distribution Will Drive Future Upside

Analysts have raised their fair value estimate for Frasers Centrepoint Trust slightly, increasing it from $2.58 to $2.59. This change reflects minor updates to their discount rate and profit margin assumptions.

Shared on 25 Oct 25

Fair value Increased 1.62%

Analysts have raised their price target for Frasers Centrepoint Trust from $2.54 to $2.58. They cite improved profit margins and a stronger valuation outlook, even though the revenue growth projection has been revised lower.

Shared on 01 May 25

Fair value Decreased 6.64%

Shared on 24 Apr 25

Fair value Decreased 0.37%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 8.76%

AnalystConsensusTarget has decreased discount rate from 7.6% to 6.8%.

Shared on 02 Apr 25

Fair value Decreased 1.18%

Shared on 26 Mar 25

Fair value Increased 0.40%

AnalystConsensusTarget has increased revenue growth from -1.9% to -0.3%.

Shared on 19 Mar 25

Fair value Increased 0.80%

AnalystConsensusTarget has decreased revenue growth from 3.1% to -1.9%, increased discount rate from 6.8% to 7.6% and increased shares outstanding growth rate from 0.0% to 0.0%.

AnalystConsensusTarget Fair Value

S$2.6

12.3% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

0.87%

Retail REITs revenue growth rate

0.11%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

6.91%

Calculation

S$261.06m

Earnings '28

x

30.24x

PE Ratio '28

=

S$7.89b

Market Cap '28

S$7.89b

Market Cap '28

/

2.49b

No. shares '28

=

S$3.18

Share Price '28

S$3.18 Share Price '28

Discounted to 2025 @ 6.92% p.a.

=

S$2.60

Fair Value '25