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Stoneweg Europe Stapled Trust Stock Price

SGX:SET Community·€882.7m Market Cap
  • 1 Narratives written by author
  • 0 Comments on narratives written by author
  • 3 Fair Values set on narratives written by author

SET Share Price Performance

€1.59
0.00 (0.00%)
€1.87
Fair Value
€1.59
0.00 (0.00%)
15.2% undervalued intrinsic discount
€1.87
Fair Value
Price €1.59
AnalystConsensusTarget €1.87

SET Community Narratives

·
Fair Value €1.87 15.2% undervalued intrinsic discount

European Logistics And Data Centers Will Build Lasting Infrastructure

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Updated Narratives

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European Logistics And Data Centers Will Build Lasting Infrastructure

Fair Value: €1.87 15.2% undervalued intrinsic discount
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Snowflake Analysis

Good value average dividend payer.

4 Risks
4 Rewards

Stoneweg Europe Stapled Trust Key Details

€214.6m

Revenue

€85.7m

Cost of Revenue

€128.9m

Gross Profit

€52.2m

Other Expenses

€76.7m

Earnings

Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
Aug 13, 2026
0.14
60.05%
35.74%
83.0%
View Full Analysis

About SET

Founded
2017
Employees
n/a
CEO
Simon Garing
WebsiteView website
www.stonewegeuropestapledtrust.com.sg

Stoneweg Europe Stapled Trust (SERT) is a stapled group comprising Stoneweg European Real Estate Investment Trust and Stoneweg European Business Trust. SERT is a growth-ready European logistics and data center platform with resilient income and a clear path to long-term value creation, backed by a well-aligned sponsor ecosystem. SERT aims to provide sustainable distributions through active asset management and a disciplined approach to portfolio construction. SERT has a principal mandate to invest, directly or indirectly, in income-producing commercial real estate assets across Europe. SERT is strategically focused on its highest conviction sectors - logistics and data centers - while selectively pursuing value-add redevelopment opportunities to enhance portfolio quality and earnings resilience. At present, SERT has over 90% exposure to Western Europe and more than 60% exposure to the logistics, light industrial and data center sectors, with a medium-term goal of increasing its exposure to these sectors to a vast majority weighting. SERT’s portfolio is valued at approximately 2.2 billion euros. It comprises over 90 predominantly freehold properties located in or near major gateway cities in the Netherlands, Italy, France, Poland, Germany, Finland, Denmark, the Czech Republic and the United Kingdom. The portfolio spans approximately 1.6 million sqm of lettable area and serves more than 700 tenant-customers, providing a diversified income base that supports sustainable distributions. SERT is an early investor in AiOnX, the sponsor’s European hyperscale data center development fund with an estimated 30 billion euros gross development value pipeline. In addition to its 50 euros million 6.6% equity stake investment, SERT has recently invested an additional 50 euros million via a mandatory convertible loan, reinforcing its exposure through a structured position that delivers defensive income with long-term growth upside. SERT is listed on the Singapore Exchange Limited and SEB (SGD)) and is managed by Stoneweg EREIT Management Pte. Ltd. and Stoneweg EBT Management Pte. Ltd. (collectively the Manager). SERT’s sponsor is SWI Group (SWICH, listed on the Amsterdam Euronext Stock Exchange), comprising Stoneweg, Icona Capital, its subsidiaries and associates. SWI Group holds a substantial 28% stake in SERT’s stapled securities and wholly owns the Manager and Property Manager.

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