CapitaLand Ascott Trust (CLAS)

Analysts positive on CLAS following continued hospitality recovery - THE EDGE SINGAPORE

Broker's Calls

Analysts positive on CLAS following continued hospitality recovery

Analysts are bullish on CapitaLand Ascott Trust thanks to its improved DPU and healthy results.
CapitaLand Ascott Trust's FY2023 DPS rises 16% y-o-y, surpassing pre-Covid levels - THE EDGE SINGAPORE

Results

CapitaLand Ascott Trust's FY2023 DPS rises 16% y-o-y, surpassing pre-Covid levels

CapitaLand Ascott Trust's DPS grew 16% y-o-y in FY2023 to 6.57 cents, surpassing pre-Covid DPS of 6.4 cents in FY2019.

Broker's Calls

UOB Kay Hian keeps ‘overweight’ rating on ‘defensive’ S-REITs; blue chip S-REITs preferred

CDLHT, CLAS, KORE, KREIT, LREIT and MINT were named as top picks.

REITs

CapitaLand Ascott Trust divests three hotels in Japan for $99.8 mil

The divestment of the three properties is expected to be completed on 1Q2024.

REITs

CapitaLand Ascott Trust divests two hotels in Australia for A$109.0 mil

Following the divestment, the trust will net proceeds of A$98.0 million.
Analysts maintain 'buy' on CapitaLand Ascott Trust with lower TPs following slower growth - THE EDGE SINGAPORE

Broker's Calls

Analysts maintain 'buy' on CapitaLand Ascott Trust with lower TPs following slower growth

Receding reopening tailwinds are likely to result in slower growth for subsequent quarters.

Results

CapitaLand Ascott Trust’s 3QFY2023 RevPAU at $154, 17% higher y-o-y

9MFY2023 gross profit rose by 23% y-o-y as revenue growth outpaced the higher operating and financing costs.
For S-REITs, acquisitions and hints of acquisitions have undermined prices - THE EDGE SINGAPORE

REITs

For S-REITs, acquisitions and hints of acquisitions have undermined prices

Compare the reaction to Suntec REIT's underwhelming business updates to Keppel DC REIT's more positive announcements

Sustainability

Ascott, UN-formed tourism body train hospitality staff in sustainability

A total of 27 tourism professionals took part in the three-day sustainability course.
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