Frasers Centrepoint Trust · SGX:J69U
Frasers Centrepoint Trust — Shareholder Meeting (January 2021)
16 slides from Frasers Centrepoint Trust's shareholder meeting presentation, Jan 21, 2021
Slide 1: Frasers Centrepoint Trust CEO Presentation, Annual General Meeting
Frasers Centrepoint Trust CEO Presentation Annual General Meeting 21 January 2021 Waterway Point, Singapore
Slide 2: Forward-looking statements disclaimer
• Certain statements in this Presentation constitute “forward-looking statements”, including forward-looking financial information. Such forward-looking statement and financial information involve known and unknown risks, uncertainties and other factors which may cause the actual results, performanc
Slide 3: Highlights of FY2020 Performance
Highlights of FY2020 Performance ◆ FCT delivered resilient performance despite the unprecedented challenges of COVID-19 ◆ Earnings and distributions mainly impacted by mandated trading restrictions and rental rebates. ◆ Stable portfolio valuation supported by asset performance ◆ Overall financial po
Slide 4: Review of key events in FY2020
Review of key events in FY2020 Steadfast in our goals amidst tough times Significant COVID-19 Phased re-opening ARF Acquisition and positioning events and Circuit Breaker of the economy for growth 23 Jan: Singapore's first confirmed 1 June: The Circuit Breaker lifted 3 Sep: FCT announced the 27 Oct:
Slide 5: Highlights of the FCT Portfolio (Post ARF Acquisition)
Highlights of the FCT Portfolio (Post ARF Acquisition) Century Square, Singapore
Slide 6: Suburban retail focused Singapore portfolio
Suburban retail focused Singapore portfolio Key Figures of the FCT’s Retail Portfolio1 11 2.3 million sq ft S$ 6.65 billion Causeway Point Northpoint City North Wing Waterway Point Suburban malls Retail portfolio NLA Total assets2 >1,500 3.0 million >800,000 Catchment Tampines 1 Century Square Chang
Slide 7: FCT is among the largest suburban retail mall owners in Singapore
FCT is among the largest suburban retail mall owners in Singapore Share of suburban retail floorspace in Singapore by net lettable area1 10.7% 10.2% 8.8% 6.8% 6.1% 5.5% 4.7% 3.3% 2.4% 2.1% CapitaLand Frasers NTUC Lendlease HDB Mapletree Changi Airport Far East UOL Group City Integrated Centrepoint E
Slide 8: FCT is among the top 10 S-REITs by market capitalisation
FCT is among the top 10 S-REITs by market capitalisation Ten largest Singapore REITs by market capitalisation (S$ billion), as at 19 January 2021 15.14 12.80 8.39 7.39 6.89 5.38 4.72 4.48 4.32 4.12 CapitaLand Ascendas Mapletree Mapletree Mapletree Frasers Keppel DC Frasers Suntec REIT Keppel REIT In
Slide 9: Well located suburban retail properties serving total catchment population of three million
Well located suburban retail properties serving total catchment population of three million Proximity to homes and transport amenities makes our malls ideal “last- mile” fulfilment hubs, especially with rising trend of “work-from-home” Total catchment population of three million1 constitutes more th
Slide 10: Strong focus on Essential Services underpins resilient performance
Strong focus on Essential Services underpins resilient performance Proportion of Nett Lettable Area allocated To FCT Retail Portfolio3 Essential Services1 (%) Essential Services1 by Gross Rental Income • Suburban retail malls generally have higher proportion of NLA allocated to Essential Services th
Slide 11: Well diversified portfolio
Well diversified portfolio No single property represents more than 22% of the portfolio’s aggregate value Asset Value by Property 1,2 YewTee Point Anchorpoint 3.1% 1.8% Changi City Point Causeway 5.6% Point 21.5% White Sands 7.0% Hougang Mall 7.1% Northpoint City North Wing 13.3% Waterway Point 3 8.
Slide 12: Going forward
Going forward ~~ fa ay |
Slide 13: Omnichannel - the future of retail
Omnichannel - the future of retail Embracing omnichannel retail The “last-mile” fulfilment hub Frasers Experience • Frasers e-Store • Multichannel retail approach provides • Proximity to homes and transport • Makan Master frictionless shopping experience for amenities makes our suburban malls shoppe
Slide 14: Staying agile in the new normal
Staying agile in the new normal Focus on Essential Services, F&B and necessity shopping which are relevant to shoppers The connectivity and proximity to homes makes FCT’s malls ideal fulfilment hubs for “last-mile” delivery and / or “Click-and-collect” as “work from home” becomes more prevalent and
Slide 15: Keeping an eye on future growth
Keeping an eye on future growth Northpoint 2 Bedok Changi City Yishun 10 Investment Waterway Point Acquisition Future YewTee Point Point Point Retail Podium in ARF (40%-stake) of ARF Opportunities 2010 2011 2014 2016 2019 2019 2020 Acquisition • Northpoint City South Growth 24.82% Full ownership Win
Slide 16: Experience matters.
Experience matters.
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