CapitaLand Ascott Trust (CLAS)

CapitaLand Investment sells 4.88% stake in CLAS  - THE EDGE SINGAPORE

Company in the news

CapitaLand Investment trims stake in CLAS to 24.04% from 28.92%

The securities were sold to an unrelated third party for a sale consideration of approximately $162 million.

Broker's Calls

Phillip Securities ‘overweight’ on S-REITs; expects three rate cuts next year, not five

S-REITs will take time to benefit from interest rate cuts given the high percentage of fixed-rate loans, says Phillip Securities, while naming three top picks.
CapitaLand Ascott Trust’s move to acquire lyf Funan Singapore is part of its portfolio reconstitution strategy to lift y - THE EDGE SINGAPORE

REITs

CLAS's move to acquire lyf Funan Singapore is part of its portfolio reconstitution strategy to lift yields

lyf Funan will be immediately income producing, and help CLAS rebalance its portfolio to Singapore

Broker's Calls

Maybank and UOB Kay Hian maintain ‘buy’ on CapitaLand Ascott Trust

This comes following the REIT’s 3QFY2024 business update on Oct 30.

Results

CapitaLand Ascott Trust sees 8% increase in gross profit and higher RevPAU in 3QFY2024 update

As at Sept 30, CLAS’s gearing stood at 38.3% with an interest coverage ratio of 3.6 times.

Company in the news

Briefs: Keppel REIT, Mapletree Logistics Trust report results, CapitaLand Ascott Trust divests Tianjin property

Plus, Great Eastern to have until January to comply with free float rule, HSBC reorganises and Goldman Sachs says decade of S&P 500 gains is over.

REITs

Singapore will always have ‘resilient demand’ for hospitality, say CLAS’s managers

The managers say acquiring lyf Funan was “right” for CLAS as the property ticked all the right boxes including its location in a key gateway city, prime location and resilient demand.
CapitaLand Ascott Trust to acquire lyf Funan Singapore for agreed property value of $263 mil - THE EDGE SINGAPORE

REITs

CapitaLand Ascott Trust to acquire lyf Funan Singapore for agreed property value of $263 mil

The proposed acquisition is expected to increase CLAS’s total distribution by $3.5 million.

Insider moves

CEO of CLI’s lodging business buys $250,000 worth of CLAS perps from the market

Units in CLAS closed 0.5 cents higher or 0.55% up at 91.5 cents on Sept 2.
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