Resumen de acción J91U

ESR-LOGOS REIT es un S-REIT líder de la Nueva Economía y preparado para el futuro en Asia-Pacífico. Saber más

Análisis fundamental de J91U
Puntuación del snowflake
Valoración	6/6
Crecimiento futuro	4/6
Rendimiento pasado	0/6
Salud financiera	3/6
Dividendos	4/6

Recompensas

Cotiza un 31.6% por debajo de nuestra estimación de su valor justo

Se prevé un crecimiento anual de los beneficios de 48.24%

Cotiza a buen valor en comparación con empresas similares e industria

Los analistas coinciden en que el precio de las acciones subirá un 31.8%

Análisis de riesgos

Historial de dividendos inestable

Los accionistas han sido diluidos en el último año

Competidores de ESR-REIT

AIMS APAC REIT

SGX:O5RU

S$1.0b

Frasers Logistics & Commercial Trust

SGX:BUOU

S$3.3b

Mapletree Industrial Trust

SGX:ME8U

S$6.3b

Mapletree Logistics Trust

SGX:M44U

S$6.4b

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del ESR-REIT
Precios históricos de las acciones
Precio actual de la acción	S$0.26
Máximo en las últimas 52 semanas	S$0.33
Mínimo de 52 semanas	S$0.26
Beta	1.07
Cambio en 1 mes	-1.92%
Variación en 3 meses	-10.53%
Cambio de 1 año	-19.05%
Variación en 3 años	-47.42%
Variación en 5 años	-51.89%
Variación desde la OPV	-62.50%

Noticias y actualizaciones recientes

Recent updates

Do ESR-Logos REIT's (SGX:J91U) Earnings Warrant Your Attention?

May 23

What Kind Of Investors Own Most Of ESR-REIT (SGX:J91U)?

Mar 15

ESR-REIT's (SGX:J91U) Financial Prospects Don't Look Very Positive: Could It Mean A Stock Price Drop In The Future?

Feb 09

ESR-REIT (SGX:J91U) Share Prices Have Dropped 30% In The Last Three Years

Jan 05

ESR-REIT's (SGX:J91U) About To Shift From Loss To Profit

Dec 09

Rentabilidad de los accionistas

	J91U	SG Industrial REITs	Mercado SG
7D	-1.9%	-1.8%	-0.001%
1Y	-19.0%	-16.9%	15.2%

Rentabilidad vs. Industria: Los resultados de J91U fueron inferiores a los de la industria SG Industrial REITs, que obtuvo un rendimiento del -16.9% el año pasado.

Rentabilidad vs. Mercado: J91U obtuvo unos resultados inferiores a los del mercado SG, que fueron del 15.2% el año pasado.

Volatilidad de los precios

Is J91U's price volatile compared to industry and market?
J91U volatility
J91U Average Weekly Movement	4.2%
Industrial REITs Industry Average Movement	2.4%
Market Average Movement	4.4%
10% most volatile stocks in SG Market	13.7%
10% least volatile stocks in SG Market	2.1%

Precio estable de las acciones: J91U no ha tenido una volatilidad de precios significativa en los últimos 3 meses.

Volatilidad a lo largo del tiempo: La volatilidad semanal de J91U (4%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

Fundada	Empleados	CEO	Página web
2006	n/a	Adrian Chui	www.esr-logosreit.com.sg

ESR-LOGOS REIT es un S-REIT líder de la Nueva Economía y preparado para el futuro en Asia-Pacífico. ESR-LOGOS REIT, que cotiza en la Singapore Exchange Securities Trading Limited desde el 25 de julio de 2006, invierte en propiedades industriales de calidad que producen ingresos en mercados de acceso clave. A 31 de diciembre de 2023, ESR-LOGOS REIT tiene intereses en una cartera diversificada de propiedades logísticas, propiedades industriales de altas especificaciones, parques empresariales y propiedades industriales generales con activos totales de aproximadamente 5.100 millones de dólares singapurenses.

Resumen de fundamentos de ESR-REIT

¿Cómo se comparan los beneficios e ingresos de ESR-REIT con su capitalización de mercado?
Estadísticas fundamentales de J91U
Capitalización bursátil	S$2.05b
Beneficios(TTM)	-S$77.51m
Ingresos (TTM)	S$374.31m

5.5x

Ratio precio-ventas (PS)

-26.4x

Ratio precio-beneficio (PE)

¿Está J91U sobrevalorada?

Ver valor justo y análisis de valoración

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de J91U
Ingresos	S$374.31m
Coste de los ingresos	S$131.08m
Beneficio bruto	S$243.23m
Otros gastos	S$320.74m
Beneficios	-S$77.51m

Últimos beneficios comunicados

Jun 30, 2024

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)	-0.0097
Margen bruto	64.98%
Margen de beneficio neto	-20.71%
Ratio deuda/patrimonio	58.3%

¿Cómo se ha desempeñado J91U a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

10.1%

Rentabilidad actual por dividendo

83%

Ratio de pagos

¿Paga J91U dividendos fiables?

Ver historial de dividendos e índices de referencia de J91U

¿Cuándo hay que comprar J91U para recibir un próximo dividendo?
fechas de dividendos de ESR-REIT
Fecha ex dividendo	Nov 07 2024
Fecha de pago de dividendos	Jan 08 2025
Días hasta ex dividendo	39 days
Días hasta la fecha de pago de dividendos	23 days

¿Paga J91U dividendos fiables?

Ver historial de dividendos e índices de referencia de J91U

Resumen de acción J91U

Recompensas

Análisis de riesgos

Competidores de ESR-REIT

SGX:O5RU

S$1.0b

SGX:BUOU

S$3.3b

SGX:ME8U

S$6.3b

SGX:M44U

S$6.4b

Historial de precios y rendimiento

Noticias y actualizaciones recientes

New minor risk - Shareholder dilution

Now 21% undervalued

An undisclosed buyer acquired 81 Tuas Bay Drive, Singapore from ESR-LOGOS REIT (SGX:J91U) for SGD 35 million.

ESR-LOGOS REIT Estimates Distribution, Payable on or Around 8 January 2025

ESR-LOGOS REIT Announces Executive Changes

First half 2024 earnings released: S$0.003 loss per share (vs S$0.004 loss in 1H 2023)

Recent updates

New minor risk - Shareholder dilution

Now 21% undervalued

An undisclosed buyer acquired 81 Tuas Bay Drive, Singapore from ESR-LOGOS REIT (SGX:J91U) for SGD 35 million.

ESR-LOGOS REIT Estimates Distribution, Payable on or Around 8 January 2025

ESR-LOGOS REIT Announces Executive Changes

First half 2024 earnings released: S$0.003 loss per share (vs S$0.004 loss in 1H 2023)

First half dividend of S$0.011 announced

ESR-LOGOS REIT Announces Distribution for the Period from 1 January 2024 to 30 June 2024, Payable on or Around 17 September 2024

Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behind

ESR-LOGOS REIT to Report Q3, 2024 Results on Oct 30, 2024

Dividend reduced to S$0.012

Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behind

ESR-LOGOS REIT Announces Cash Dividend for the Period from 1 July 2023 to 31 December 2023, Payable on or Around 27 March 2024

ESR-LOGOS REIT to Report Second Half, 2023 Results on Feb 01, 2024

ESR-LOGOS REIT Announces Changes to Board of Directors

Now 26% undervalued after recent price drop

ESR-Logos Reit Announces Appointment of Stuart Gibson as Non-Executive Director

First half 2023 earnings released: S$0.004 loss per share (vs S$0.07 loss in 1H 2022)

ESR-Logos REIT Announces Distribution for the Period from 27 February 2023 to 30 June 2023, Payable on or Around 27 September 2023

An unknown buyer agreed to acquire Portfolio of Seven Non-Core Assets in Singapore and Australia from Portfolio of Seven Non-Core Assets in Singapore and Australia for SGD 340 million.

High number of new directors

Full year 2022 earnings: EPS misses analyst expectations

Now 20% undervalued after recent price drop

Now 21% undervalued after recent price drop

ESR-Logos REIT has completed a Follow-on Equity Offering in the amount of SGD 149.99985 million.

ESR-Logos REIT Announces Distribution, Payable on or Around 14 April 2023

Now 21% undervalued

Full year 2022 earnings released: S$0.05 loss per share (vs S$0.025 profit in FY 2021)

ESR-Logos REIT to Report Second Half, 2022 Results on Jan 30, 2023

An unknown buyer agreed to acquire 70 SELETAR AEROSPACE VIEW from ESR-Logos REIT for SGD 7.1 million.

RBC Investor Services Trust Singapore Limited completed the acquisition of 2 Jalan Kilang Barat property in Singapore from ESR-LOGOS Funds Management (S) Limited managed by ESR-Logos REIT (SGX:J91U).

Esr-Logos Reit Announces Appointment of Julie Lo Lai Wan as Independent Non-Executive Director

ESR-LOGOS REIT Announces 53 Peregrine Drive Obtained Practical Completion

ESR-Logos REIT to Report Q3, 2022 Results on Oct 26, 2022

RBC Investor Services Trust Singapore Limited agreed to acquire 2 Jalan Kilang Barat property in Singapore from ESR-LOGOS Funds Management (S) Limited managed by ESR-Logos REIT (SGX:J91U) for SGD 35.3 million.

ESR-Logos REIT Announces Resignation of Lawrence Chan Wee Kiat as Chief Financial Officer

ESR-Logos REIT Announces Cessation of Tong Jinquan as Non-Executive Director

First half 2022 earnings released: S$0.07 loss per share (vs S$0.016 profit in 1H 2021)

ESR-Logos REIT Announces Distribution for the Period from 22 April 2022 to 30 June 2022, Payable on or Around 27 September 2022

ESR-Logos REIT to Report First Half, 2022 Results on Jul 27, 2022

ESR-Logos REIT Appoints Trent Alexander Iliffe as Non-Executive Director

ESR-Logos REIT Appoints Karen Lee Kiah Ling as Deputy Chief Executive Officer

Do ESR-Logos REIT's (SGX:J91U) Earnings Warrant Your Attention?

ESR-REIT Announces Clean-Up Distribution, Payable on or Around 23 June 2022

ESR-REIT Announces Clean-Up Distribution for the Period from 1 January 2022 to 21 April 2022, Payable on or Around 23 June 2022

Less than half of directors are independent

ESR-REIT to Report Q1, 2022 Results on Apr 27, 2022

Full year 2021 earnings: EPS and revenues miss analyst expectations

ESR-REIT, Annual General Meeting, Apr 29, 2022

ESR-REIT Announces Redevelopment of Build-to-Suit High-Specifications Facility at 21B Senoko Loop

ESR-REIT Announces A Distribution for the Period from 1 October 2021 to 31 December 2021, Payable on or Around March 30, 2022

Full year 2021 earnings: EPS and revenues miss analyst expectations

Third quarter 2021 earnings released: EPS S$0.004 (vs S$0.007 in 3Q 2020)

An unknown buyer agreed to acquire 45 Changi South Avenue 2 from ESR-REIT (SGX:J91U) for SGD 11.1 million.

Board Member recently bought S$1.2m worth of stock

ESR-REIT Announces Advanced Distribution for the Period from 1 April 2021 to 17 May 2021, Payable on or Around 17 June 2021

ESR-REIT has completed a Follow-on Equity Offering in the amount of SGD 100.000296 million.

ESR-REIT Estimated Advanced Distribution

What Kind Of Investors Own Most Of ESR-REIT (SGX:J91U)?