Frasers Logistics & Commercial, Frasers Property's Deal Seen as 'Win-Win' -- Market Talk

Dow Jones05-26

0357 GMT - Frasers Logistics & Commercial Trust's deal to buy assets from its sponsor Frasers Property appears to benefit both parties, with DBS Group Research's Dale Lai describing it as a "win-win" agreement. The real-estate investment trust is buying stakes in four logistics assets in Germany and the Netherlands for around 294.9 million euros, which is likely to be value accretive for both Frasers Logistics and Frasers Property, he says in a note. This deepens Frasers Logistics' exposure to the resilient European logistics market which has favorable supply-demand dynamics, he says. Meanwhile, the deal reinforces the strength of Frasers Property's strategy to recycle capital into higher-return opportunities, he adds. DBS retains its buy ratings on both Frasers Logistics and Frasers Property. (megan.cheah@wsj.com)

(END) Dow Jones Newswires

May 25, 2026 23:57 ET (03:57 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2638567427?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-05-26 11:57","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2638567427","market":"sh","top_or_hot":-1,"title":"Frasers Logistics & Commercial, Frasers Property's Deal Seen as 'Win-Win' -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0357 GMT - Frasers Logistics &amp; Commercial Trust's deal to buy assets from its sponsor Frasers Property appears to benefit both parties, with DBS Group Research's Dale Lai describing it as a \"win-win\" agreement. The real-estate investment trust is buying stakes in four logistics assets in Germany and the Netherlands for around 294.9 million euros, which is likely to be value accretive for both Frasers Logistics and Frasers Property, he says in a note. This deepens Frasers Logistics' exposure to the resilient European logistics market which has favorable supply-demand dynamics, he says. Meanwhile, the deal reinforces the strength of Frasers Property's strategy to recycle capital into higher-return opportunities, he adds. DBS retains its buy ratings on both Frasers Logistics and Frasers Property. (megan.cheah@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 25, 2026 23:57 ET (03:57 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Frasers Logistics & Commercial, Frasers Property's Deal Seen as 'Win-Win' -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFrasers Logistics & Commercial, Frasers Property's Deal Seen as 'Win-Win' -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-05-26 11:57</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0357 GMT - Frasers Logistics &amp; Commercial Trust's deal to buy assets from its sponsor Frasers Property appears to benefit both parties, with DBS Group Research's Dale Lai describing it as a \"win-win\" agreement. The real-estate investment trust is buying stakes in four logistics assets in Germany and the Netherlands for around 294.9 million euros, which is likely to be value accretive for both Frasers Logistics and Frasers Property, he says in a note. This deepens Frasers Logistics' exposure to the resilient European logistics market which has favorable supply-demand dynamics, he says. Meanwhile, the deal reinforces the strength of Frasers Property's strategy to recycle capital into higher-return opportunities, he adds. DBS retains its buy ratings on both Frasers Logistics and Frasers Property. (megan.cheah@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 25, 2026 23:57 ET (03:57 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":"LU2506952097.USD","symbol_name":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2638567427","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2638567427","pubTimestamp":1779767820,"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":"0357 GMT - Frasers Logistics & Commercial Trust's deal to buy assets from its sponsor Frasers Property appears to benefit both parties, with DBS Group Research's Dale Lai describing it as a \"win-win\" agreement. The real-estate investment trust is buying stakes in four logistics assets in Germany and the Netherlands for around 294.9 million euros, which is likely to be value accretive for both Frasers Logistics and Frasers Property, he says in a note. This deepens Frasers Logistics' exposure to the resilient European logistics market which has favorable supply-demand dynamics, he says. Meanwhile, the deal reinforces the strength of Frasers Property's strategy to recycle capital into higher-return opportunities, he adds. DBS retains its buy ratings on both Frasers Logistics and Frasers Property. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU2506952097.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) ACC","LU0577902611.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"A\" (USD) ACC","SRU.SI":"CSOP iEdge SREIT ETF US$","SGXZ43160589.SGD":"UNITED SG DYNAMIC INCOME FUND \"A\" (SGD) ACC","LU0955669360.SGD":"Schroder ISF Asian Dividend Maximiser A Dis SGD","LU0577902454.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (USD) ACC","LU0823417737.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC","LU0577902371.SGD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC","SGXZ51708014.SGD":"AMOVA SINGAPORE EQUITY \"A\" (SGD) ACC","SG9999002562.SGD":"LionGlobal Asia Pacific SGD","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","SGXZ24219693.SGD":"UNITED SG DYNAMIC INCOME FUND \"A\" (SGD) INC","LU0950375773.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) INC A","SG9999002620.SGD":"LionGlobal South East Asia SGD","CFA.SI":"NikkoAM-STC Asia REIT","TQ5.SI":"星狮地产有限公司","LU2506952170.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) INC","LU0261947096.USD":"FIDELITY FUNDS  SUSTAINABLE ASIA EQUITY \"A\" (USD) ACC","LU0192582467.USD":"SCHRODER ISF ASIAN EQUITY YIELD \"A\" (USD) INC MF","GLS.SI":"Lion SG Phy Gold S$","SG9999001135.SGD":"United ASEAN Fund SGD","CLR.SI":"LION-PHILLIP S-REIT","LU0971096721.USD":"富达环球金融服务 A","BK6133":"工业房地产信托","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","LU0831093199.SGD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AM3\" (SGDHDG) INC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU0865486749.SGD":"Eastspring Investments - Asian Equity Income AS SGD-H","LU0441851309.USD":"JPM ASEAN EQUITY \"A\" ACC","SG9999001127.SGD":"United Singapore Growth Fund SGD","LU0762540952.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AC\" (USD) ACC","LU0577902538.SGD":"Fullerton Lux Funds - Asia Growth and Income Equities A Acc SGD","BUOU.SI":"星狮物流工业信托","LU0955623706.USD":"SCHRODER ISF ASIAN DIVIDEND MAX \"A\" (USD) ACC","IE00BVYPNP33.GBP":"GUINNESS ASIAN EQUITY INCOME \"C\" (GBP) ACC","LU0675040207.SGD":"JPM ASIA PACIFIC EQUITY \"A\" (SGD) ACC","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","SG9999001846.SGD":"Schroder Asian Equity Yield A Dis SGD","SG9999001226.SGD":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) ACC","SGXZ27511609.SGD":"NIKKO AM SINGAPORE DIVIDEND EQUITY \"SGD\" (SGD) ACC","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","BK6117":"房地产开发","D05.SI":"星展集团控股","SG9999013460.SGD":"LionGlobal Singapore Dividend Equity Fund SGD","BK6523":"ESG概念","SRT.SI":"CSOP S-REITs INDEX ETF","SG9999009443.AUD":"SCHRODER ASIAN INCOME FUND \"A\"(AUDHDG) INC","JJJ.SI":"Lion-Nomura Japan Active ETF","SG9999000343.SGD":"Schroder Singapore Trust A Dis SGD"},"translate_title":"星狮物流与商业、星狮地产的交易被视为“双赢”——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CLR.SI":0.6,"GLS.SI":0.6,"SRT.SI":0.6,"JJJ.SI":0.6,"SRU.SI":0.6,"D05.SI":0.89,"BUOU.SI":0.9,"CFA.SI":1.5,"TQ5.SI":0.71},"content_text":"0357 GMT - Frasers Logistics & Commercial Trust's deal to buy assets from its sponsor Frasers Property appears to benefit both parties, with DBS Group Research's Dale Lai describing it as a \"win-win\" agreement. The real-estate investment trust is buying stakes in four logistics assets in Germany and the Netherlands for around 294.9 million euros, which is likely to be value accretive for both Frasers Logistics and Frasers Property, he says in a note. This deepens Frasers Logistics' exposure to the resilient European logistics market which has favorable supply-demand dynamics, he says. Meanwhile, the deal reinforces the strength of Frasers Property's strategy to recycle capital into higher-return opportunities, he adds. DBS retains its buy ratings on both Frasers Logistics and Frasers Property. (megan.cheah@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  May 25, 2026 23:57 ET (03:57 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":true,"editions":null,"column":"","sentiment":"0","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.44.0","shortVersion":"4.44.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2638567427","isCrawlerRequest":true}