ESR LOGOS REIT (SGX:9A4U) Revenue Jump To S$225 Million Fuels Turnaround Narrative

Simply Wall St.

Feb 04

ESR-LOGOS REIT (SGX:9A4U) opened FY 2025 with first half revenue of S$225.4 million and basic EPS of S$0.018, setting a fresh reference point after a volatile FY 2024. The trust has seen revenue move ...

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One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/2609139272"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2609139272\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2609139272?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/9551732-choice1-main-header/1585186732782","is_english":true,"pubTime":"2026-02-04 21:38","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2609139272","market":"us","top_or_hot":-1,"title":"ESR LOGOS REIT (SGX:9A4U) Revenue Jump To S$225 Million Fuels Turnaround Narrative","media":"Simply Wall St.","content":"<div>\n<p>ESR-LOGOS REIT (SGX:9A4U) opened FY 2025 with first half revenue of S$225.4 million and basic EPS of S$0.018, setting a fresh reference point after a volatile FY 2024. The trust has seen revenue move ...</p>\n\n<a href=\"https://simplywall.st/stocks/sg/real-estate/sgx-9a4u/esr-reit-shares/news/esr-logos-reit-sgx9a4u-revenue-jump-to-s225-million-fuels-tu\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","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>ESR LOGOS REIT (SGX:9A4U) Revenue Jump To S$225 Million Fuels Turnaround Narrative</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\">\nESR LOGOS REIT (SGX:9A4U) Revenue Jump To S$225 Million Fuels Turnaround Narrative\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-04 21:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/sg/real-estate/sgx-9a4u/esr-reit-shares/news/esr-logos-reit-sgx9a4u-revenue-jump-to-s225-million-fuels-tu><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ESR-LOGOS REIT (SGX:9A4U) opened FY 2025 with first half revenue of S$225.4 million and basic EPS of S$0.018, setting a fresh reference point after a volatile FY 2024. The trust has seen revenue move ...</p>\n\n<a href=\"https://simplywall.st/stocks/sg/real-estate/sgx-9a4u/esr-reit-shares/news/esr-logos-reit-sgx9a4u-revenue-jump-to-s225-million-fuels-tu\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"REIT","symbol_name":"ALPS Active REIT ETF","start_time":0,"source_url":"https://simplywall.st/stocks/sg/real-estate/sgx-9a4u/esr-reit-shares/news/esr-logos-reit-sgx9a4u-revenue-jump-to-s225-million-fuels-tu","article_id":"2609139272","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/9551732-choice1-main-header/1585186732782"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/sg/real-estate/sgx-9a4u/esr-reit-shares/news/esr-logos-reit-sgx9a4u-revenue-jump-to-s225-million-fuels-tu","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2609139272","pubTimestamp":1770212324,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"ESR-LOGOS REIT (SGX:9A4U) opened FY 2025 with first half revenue of S$225.4 million and basic EPS of S$0.018, setting a fresh reference point after a volatile FY 2024. The trust has seen revenue move from S$182.9 million in 1H 2024 to S$190.5 million in 2H 2024 and then to S$225.4 million in 1H 2025. Basic EPS has shifted from a loss of S$0.030 in 1H 2024 to a loss of S$0.160 in 2H 2024, before landing in positive territory at S$0.018 in the latest half. This leaves investors focused on how...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"REIT":"ALPS Active REIT ETF","9A4U.SI":"ESR REIT","8C8U.SI":"Cent Accom REIT","CFA.SI":"NikkoAM-STC Asia REIT"},"translate_title":"ESR LOGOS REIT(SGX：9A4U)收入跃升至2.25亿新元，推动扭亏为盈","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"REIT":1.5,"8C8U.SI":1.5,"9A4U.SI":1.5,"CFA.SI":1.5},"content_text":"ESR-LOGOS REIT (SGX:9A4U) opened FY 2025 with first half revenue of S$225.4 million and basic EPS of S$0.018, setting a fresh reference point after a volatile FY 2024. The trust has seen revenue move from S$182.9 million in 1H 2024 to S$190.5 million in 2H 2024 and then to S$225.4 million in 1H 2025. Basic EPS has shifted from a loss of S$0.030 in 1H 2024 to a loss of S$0.160 in 2H 2024, before landing in positive territory at S$0.018 in the latest half. This leaves investors focused on how durable these margins look from here. See our full analysis for ESR-REIT. With the headline numbers on the table, the next step is to see how this earnings print lines up with the prevailing stories around growth, risk, and income quality that investors have been debating. Curious how numbers become stories that shape markets? Explore Community Narratives SGX:9A4U Revenue & Expenses Breakdown as at Feb 2026 AdvertisementLarge One Off Loss Still Visible In Trailing Numbers  Over the trailing 12 months, ESR LOGOS REIT shows net income of S$57.7 million and basic EPS of S$0.007, but that period also includes a one off loss of S$118.8 million that weighed on the earlier halves. What stands out for a bullish narrative is that 1H 2025 on its own shows net income of S$14.7 million after net losses of S$23.1 million and S$124.9 million in 1H and 2H 2024, yet the trailing figures still carry the impact of that S$118.8 million item.\n     This mix of positive 1H 2025 profit with earlier half year losses means any bullish claim about a clean turnaround is working off numbers that still reflect that large charge. At the same time, the move from those earlier losses to a profitable 1H 2025 is the core data point bulls point to when they talk about the REIT having become profitable over the past year.    To see how the latest profit figures stack up against the longer term story investors are debating, many readers look next at a full narrative that ties these halves together: 📊 Read the full ESR-REIT Consensus Narrative. Modest Revenue Trend Versus Strong Earnings Forecasts  The latest trailing 12 month revenue is S$446.0 million, and analysts in the summary expect revenue growth of about 0.7% per year compared with a 3.9% market pace, while earnings are forecast to grow about 42.4% per year over the next three years. Analysts leaning bullish argue that the strong earnings growth outlook offsets the relatively modest revenue line, and the current numbers give some support to that view as well as some tension.\n     On one hand, the shift from a net loss of S$148.1 million in the earlier trailing period to net income of S$57.7 million in the latest trailing period is what underpins the idea that earnings have turned a corner. On the other hand, with revenue only moving from S$373.3 million to S$446.0 million across the trailing data, the growth story in the summary is much more about earnings recovery than about fast expanding top line.    High 38.3x P/E And DCF Fair Value Gap  The units trade on a trailing P/E of 38.3x, above the Asian industrial REITs average of 20.8x and a peer average of 27.7x, while the provided DCF fair value of S$5.15 sits well above the current S$2.75 unit price and the analyst price target reference of S$3.18. Critics highlight the high P/E and weak interest coverage as reasons to be cautious, yet the DCF fair value and analyst growth forecasts create a valuation gap that some investors focus on.\n     The combination of a 38.3x P/E and interest payments that are not well covered by trailing earnings is what underpins the concern about financial risk in the summary. At the same time, the units trading below both the S$3.18 price target reference and the S$5.15 DCF fair value estimate is exactly the kind of valuation gap investors point to when discussing potential upside.     Next Steps Don't just look at this quarter; the real story is in the long-term trend. We've done an in-depth analysis on ESR-REIT's growth and its valuation to see if today's price is a bargain. Add the company to your watchlist or portfolio now so you don't miss the next big move. See What Else Is Out There ESR LOGOS REIT combines a high 38.3x P/E with weak interest coverage and only modest revenue momentum. This keeps financial risk and earnings quality in focus. If those pressure points concern you, use our CTA_SCREENER_SOLID_BALANCE_SHEET to quickly zero in on companies with stronger finances and more resilient income profiles today.  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.Valuation is complex, but we're here to simplify it.Discover if ESR-REIT might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave 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":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}