Investor Presentaiton slide image

Investor Presentaiton

Strong Liquidity and Research Coverage Trading liquidity has remained strong at: 10.2 million average Units traded daily for FY2022; and 10.6 million average Units traded daily YTD2023 Trading Performance Unit ESR Group Price becomes (S$) sponsor 0.6 0.5 Merger with COVID-19 Inflation, interest rate hikes and geopolitical concerns Launch of S$300m EFR Viva Industrial Trust Traded (mil) Entry into FTSE Nareit FTSE Russell 200.0 Merger with ARA LOGOS Volume Indices Inclusion (1) EPRA EUROPEAN PUBLIC REAL ESTATE ASSOCIATION Logistics Trust 150.0 0.4 0.3 0.2 10 0.1 0 Jan 2017 Mar 2017 May 2017 Jul 2017 Sep 2017 Nov 2017 Jan 2018 Mar 2018 May 2018 Jul 2018 Sep 2018 Nov 2018 Jan 2019 Mar 2019 May 2019 Jul 2019 Well-Covered by Research Brokers CGSCIMB citi CLSA Sep 2019 Nov 2019 Jan 2020 Mar 2020 May 2020 Volume Daiwa Capital Markets Jul 2020 Sep 2020 Nov 2020 Jan 2021 Mar 2021 May 2021 Jul 2021 Closing Price “Outperform” “Underperform" XDBS Sep 2021 Nov 2021 Jan 2022 Mar 2022 May 2022 Jul 2022 Sep 2022 Nov 2022 Maybank "Buy" Jan 2023 Mar 2023 May 2023 Jul 2023 100.0 50.0 0.0 MORNINGSTAR "Stable" Nareit. S&P Global MSCI OCBC Investment Research "Add" TP (2): S$0.39 "Buy" TP (2): S$0.37 TP (2): S$0.36 TP (2): S$0.31 "Buy" TP (2) S$0.38 TP (2): S$0.38 TP(2): S$0.38 "Buy" TP (2): S$0.38 Vanguard RHB "Buy" TP (2): S$0.40 S SCCM "Buy" TP (2): S$0.55 ESR-LOGOS REIT Notes: (1) Based on information obtained from ESR-LOGOS REIT's Annual Report 2022. (2) "TP" denotes target price. 9
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