CDL Hospitality Trusts (CDLHT)

Broker's Calls

CDL Hospitality Trusts top beneficiary for domestic staycation boost: DBS

CDLHT is expected to benefit from an uptick in domestic staycations as concerns over the Omicron variant curb overseas travel.
RHB keeps 'neutral' on CDLHT as its 3QFY21 and 9MFY21 operational numbers perform below expectations - THE EDGE SINGAPORE

Broker's Calls

RHB keeps 'neutral' on CDLHT as its 3QFY21 and 9MFY21 operational numbers perform below expectations

RHB now expects a “meaningful recovery” for the hospitality sector only in 2023, compared to the 2H2022 as previously thought.
CDL Hospitality Trusts’ 3Q21 NPI grow 34.8% y–o-y to $20.5 mil - THE EDGE SINGAPORE

Results

CDL Hospitality Trusts’ 3Q21 NPI grow 34.8% y–o-y to $20.5 mil

The stronger performance was underpinned by contributions from overseas markets including New Zealand, UK and Germany.
CDLHT pivots to BTR, acquires property in Manchester - THE EDGE SINGAPORE

REITs

CDLHT pivots to BTR, acquires property in Manchester

CDL Hospitality Trusts acquires a build-to-rent property which will be DPS accretive when ready in 2024.
CDL Hospitality Trusts post 19.2% decline in DPS of 1.22 cents for 1H21 - THE EDGE SINGAPORE

Results

CDL Hospitality Trusts post 19.2% decline in DPS of 1.22 cents for 1H21

Net property income (NPI) for the 1HFY2021 increased 24.4% y-o-y to $37.0 million.
CGS-CIMB remains positive on ART and CDLHT on gradual resumption of travelling activities - THE EDGE SINGAPORE

Broker's Calls

CGS-CIMB remains positive on ART and CDLHT on gradual resumption of travelling activities

The analysts have also kept their “add” calls on ART and CDLHT with target prices of $1.20 and $1.43 respectively.
Analysts remain cautious on CDL Hospitality Trusts on uncertain outlook - THE EDGE SINGAPORE

Broker's Calls

Analysts remain cautious on CDL Hospitality Trusts on uncertain outlook

RHB and Maybank Kim Eng kept their ratings for CLD Hospitality Trusts unchanged at 'neutral' and 'hold' respectively.

Broker's Calls

CGS-CIMB and RHB downgrade CDL Hospitality Trusts to 'hold' due to slower-than-expected recovery

Despite the downgrade, CGS-CIMB and RHB have upped and maintained their target price estimates to $1.24 and at $1.25 respectively.
CDL Hospitality Trusts reports 57.4% drop in 3Q NPI to $15.2 mil - THE EDGE SINGAPORE

Results

CDL Hospitality Trusts reports 57.4% drop in 3Q NPI to $15.2 mil

CDLHT's gross revenue and NPI registered growth in 3QFY2020 compared to the previous quarter.
CGS-CIMB views CDLHT’s Novotel Brisbane divestment as a 'good move', maintains 'add' - THE EDGE SINGAPORE

Broker's Calls

CGS-CIMB views CDLHT’s Novotel Brisbane divestment as a 'good move', maintains 'add'

"The disposal came at an opportune time as the fixed rent lease will expire in Apr 2021," say the analysts.
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