FCT: Will 2026 DPU Grow Meaningfully? RTS Impact?
Автор: The Fat Investor
Загружено: 2026-01-25
Просмотров: 258
Описание:
My latest deep-dive into Frasers Centrepoint Trust (SGX: J69U) following the 1Q 2026 Business Update and AGM. With committed occupancy hitting 99.9% this quarter, I explore if FCT remains the most defensive retail REIT in Singapore despite the upcoming RTS Link competition.
In this video, I blend my pre-AGM homework with fresh perspectives from CEO Richard Ng. I share the 4 positive drivers for higher DPU in 2026 (including the lower cost of debt and AEI progress), and discuss the potential impact of the RTS Link on Causeway Point.
Here's the timestamp
0:00 - Introduction
0:34 - Why did FY2025 DPU grow only 0.6%?
1:14 - 4 Drivers for Higher 2026 DPU
2:01 - The Elephant in the Room: Will RTS Link Impact FCT?
4:17 - Current Yield and Why I'm Staying Vested
For more details from AGM, read the post at https://thefatinvestor.blog/2026/01/2...
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#FCT #J69U #S-REITs #SingaporeInvesting #FrasersCentrepointTrust #dividend #passiveincome
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