CapitaLand Ascott Trust (CLAS)

Right Timing

Technicals versus fundamentals highlight poor sentiment surrounding acquisitions

Price action suggests investors don't like acquisitions or hints of acquisitions in this part of rate cycle

Property

Ascott debuts Crest brand in Asia with three openings in three months

The three newly-opened properties are in Singapore, Indonesia and Malaysia.
Citi initiates 'buy' on CapitaLand Ascott Trust, 'a lodging giant in the making' - THE EDGE SINGAPORE

Broker's Calls

Citi initiates 'buy' on CapitaLand Ascott Trust, 'a lodging giant in the making'

Citi has initiated coverage with a $1.10 target price, lower than CLAS’s trading price before its Aug 3 equity fund raising.

REIT Watch

CapitaLand Ascott Trust enters into purchase agreements to acquire properties in London, Dublin and Jakarta

An EGM has been called to seek its shareholders’ approval. It is scheduled to take place at 3pm on Oct 24.

REITs

CapitaLand Ascott Trust completes divestment of four properties in France for EUR44.4 mil

Following the completion of the divestment, CLAS has 12 properties in France that are predominantly located in Paris.

Broker's Calls

UOB Kay Hian sees ‘seasonally stronger’ 2H2023 and ‘continued recovery’ in 2024 for hospitality REITs

Analyst Jonathan Koh has kept his "buy" call for FEHT, CDLHT and CLAS with target prices of 75 cents, $1.48 and $1.35 respectively

Broker's Calls

CGS-CIMB ups CapitaLand Ascott Trust target price after $300 mil equity fundraising, calls acquisitions 'DPU-neutral'

Stapled securities in CLAS closed 9 cents lower, or 8% down, at $1.03 on Aug 3, after CLAS lifted a trading halt.
CapitaLand Ascott Trust closes 8% lower after $300 mil equity fundraising, private placement 2.7 times covered - THE EDGE SINGAPORE

REITs

CapitaLand Ascott Trust closes 8% lower after $300 mil equity fundraising, private placement 2.7 times covered

CLAS’s stapled securities touched a low of $1.02 during trading hours, compared to a previous close of $1.12.
SGX-listed companies and trusts see record score in 2013 corporate governance study - THE EDGE SINGAPORE

Company in the news

SGX-listed companies and trusts see record score in 2023 corporate governance study

Singtel tops the general category while CapitaLand Ascott Trust reigns in the REIT and Business Trusts category.
CapitaLand Ascott Trust’s $300 million EFR follows 2022’s $170 million EFR, may pressure equity prices  - THE EDGE SINGAPORE

REITs

CapitaLand Ascott Trust’s $300 million EFR follows 2022’s $170 million EFR, may pressure equity prices

Hot on the heels of a $170 million capital raising in Aug 2022, CLAS announced a second major EFR to raise $300 million
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