CDL Hospitality Trusts (CDLHT)

Results

CDLHT reports 35.0% higher NPI of $32.7 mil in 1QFY2023 update

CDLHT says it will continue to pursue suitable acquisitions with its short-term bridge loan facilities of $400.0 million.

Broker's Calls

Hospitality S-REITs entering 'multi-year upcycle' with 'travelanche' of Chinese travellers: DBS

DPUs will recover to 106% of levels in FY2024, which will more than compensate for higher interest rate risks, say DBS's analysts.
Analysts split on CDLHT even after FY2022 outperformance, China's reopening 'already priced in' - THE EDGE SINGAPORE

Broker's Calls

Analysts split on CDLHT even after FY2022 outperformance, China's reopening 'already priced in'

While CDLHT sports a strong recovery, Citi Research sees Far East Hospitality Trust (FEHT) as a better proxy for tourism.

Results

CDLHT reports 2HFY2022 DPS of 3.59 cents, up by 17.3% y-o-y

For the FY2022, CDLHT’s DPS increased by 31.9% y-o-y to 5.63 cents.

Broker's Calls

Brokers' Digest: KORE, SIA, CDLHT, Netlink NBN Trust, Digital Core REIT

Here's what the analysts have to say this week.
CDLHT reckons with debt even as tourists return - THE EDGE SINGAPORE

REITs

CDLHT reckons with debt even as tourists return

CDLHT has 64% of its debt currently fixed. “This is on the lower side compared to peers.”
Analysts mixed on CDLHT, noting ‘superb’ 3QFY2022, but warn of interest rates risks - THE EDGE SINGAPORE

Broker's Calls

Analysts mixed on CDLHT, noting ‘superb’ 3QFY2022, but warn of interest rates risks

Analysts are mixed over the stock's outlook in the face of rising interest rates. Find out why.

Results

CDLHT's NPI increases by 54.4% y-o-y to $31.6 mil in 3QFY2022

For the 9MFY2022, NPI increased by 43.7% y-o-y to $82.6 million in tandem with the higher gross revenue.

New appointments

Kwek Eik Sheng appointed as non-independent non-executive director of CDLHT

CDLHT, on Oct 18, also announced several changes to its board.
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