Assessing Lendlease Global Commercial REIT (SGX:JYEU) Valuation As Trading Activity Builds Ahead Of Earnings

Simply Wall St.

Jan 26

AdvertisementHeightened trading activity ahead of earnings Lendlease Global Commercial REIT (SGX:JYEU) is drawing increased investor attention as trading volumes rise, the unit price trades near its ...

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Many investors expect this could influence views on upcoming distribution guidance and the broader Singapore real estate sector.\nSee our latest analysis...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"JYEU.SI":"Lendlease Reit","REIT":"ALPS Active REIT ETF","CFA.SI":"NikkoAM-STC Asia REIT","8C8U.SI":"Cent Accom REIT"},"translate_title":"随着交易活动先于盈利增加，评估Lendlease Global Commercial REIT（新交所股票代码：JYEU）的估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"JYEU.SI":1.5,"8C8U.SI":1.5,"REIT":1.5,"CFA.SI":1.5},"content_text":"AdvertisementHeightened trading activity ahead of earnings Lendlease Global Commercial REIT (SGX:JYEU) is drawing increased investor attention as trading volumes rise, the unit price trades near its 52 week high, and sector focused ETFs increase exposure. This activity is building ahead of the REIT’s earnings announcement scheduled for 10 February 2026. Many investors expect this could influence views on upcoming distribution guidance and the broader Singapore real estate sector. See our latest analysis for Lendlease Global Commercial REIT. At a share price of SGD0.65, recent trading has been backed by a 1 day share price return of 2.36% and a 30 day share price return of 4.84%. The 1 year total shareholder return of 28.96% points to momentum that has built over a longer period. If this kind of interest in real estate income streams has you thinking more broadly about opportunities, it could be a good moment to broaden your search with fast growing stocks with high insider ownership. With units near a 52 week high, a 16.3% intrinsic value discount estimate, and an 11.8% gap to analyst targets, you have to ask: is there still a buying opportunity here, or is the market already pricing in future growth? Price to earnings of 37x: Is it justified? On a P/E of 37x at a unit price of SGD0.65, Lendlease Global Commercial REIT currently trades at a premium to both its own estimated fair ratio and sector peers, despite also showing an intrinsic value discount and a lower value score of 1 out of 6 on our checks. The P/E multiple compares the unit price with earnings per unit, so for a REIT like JYEU it is effectively the market’s snapshot of what investors are willing to pay for each dollar of current earnings. Higher P/E levels are often associated with expectations for steadier or faster profit growth, or with a perception of higher quality assets or income, while lower P/E ratios can point to more modest expectations. Here, JYEU’s P/E of 37x stands alongside a few other pieces of context that pull in different directions. On one hand, our SWS DCF model suggests the units are trading at a 16.3% discount to an estimate of future cash flow value of SGD0.78, and earnings are forecast to grow 14% per year with profit having turned positive over the past five years. On the other hand, the current P/E sits well above the estimated fair P/E of 20.4x, which is a level the market could move toward if expectations cool, and it is also higher than both the peer average of 15.2x and the wider Asian Retail REITs sector average of 16.5x, implying the market is currently paying much more for JYEU’s earnings than for those of comparable REITs. Explore the SWS fair ratio for Lendlease Global Commercial REIT Result: Price to earnings of 37x (OVERVALUED) However, this story can change quickly if earnings on 10 February 2026 disappoint against high expectations, or if sector sentiment toward retail and office REITs cools. Find out about the key risks to this Lendlease Global Commercial REIT narrative. Another angle on value The high P/E of 37x paints JYEU as expensive, but our DCF model points the other way, with units trading at about a 16.3% discount to an estimated future cash flow value of SGD0.78. So is the price reflecting earnings optimism, or overlooking longer term cash flows? Look into how the SWS DCF model arrives at its fair value. JYEU Discounted Cash Flow as at Jan 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Lendlease Global Commercial REIT for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 874 undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.  Build Your Own Lendlease Global Commercial REIT Narrative If you see the data differently, or would rather rely on your own work, you can quickly build a personalised view and Do it your way in just a few minutes. A great starting point for your Lendlease Global Commercial REIT research is our analysis highlighting 2 key rewards and 4 important warning signs that could impact your investment decision. Looking for more investment ideas? If you are serious about finding your next opportunity, do not stop at one REIT. Use the Simply Wall St Screener to quickly scan for fresh ideas.  Spot potential growth stories early by checking out these 3523 penny stocks with strong financials that still fly under most investors’ radar but already show solid financial underpinnings. Tap into structural shifts in healthcare by focusing on companies at the intersection of medicine and algorithms through these 109 healthcare AI stocks. Add income focused ideas to your watchlist with these 13 dividend stocks with yields > 3%, highlighting companies offering dividend yields above 3%.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}