CapitaLand Ascott Trust (CLAS)

CapitaLand Ascott Trust to raise $300 mil, proposes to acquire three lodging assets for $530.8 mil - THE EDGE SINGAPORE

Equity raising

CapitaLand Ascott Trust to raise $300 mil, proposes to acquire three lodging assets for $530.8 mil

CapitaLand Ascott Trust will raise $300 million via a private placement and a preferential offering.
Hospitality S-REITs did not disappoint in 2QFY2023: CGS-CIMB - THE EDGE SINGAPORE

Broker's Calls

Hospitality S-REITs did not disappoint in 2QFY2023: CGS-CIMB

The 2QFY2023 RevPAR in most geographies were 100% to 127% of 2QFY2019 levels.
CapitaLand Ascott Trust 'top pick' of some analysts following 1HFY2023 results, DPS up 19% y-o-y - THE EDGE SINGAPORE

Broker's Calls

CapitaLand Ascott Trust 'top pick' of some analysts following 1HFY2023 results, DPS up 19% y-o-y

CLAS’s revenue per available unit (RevPAU) for 2QFY2023 ended June was at 98% of pre-pandemic levels, or 2QFY2019.

Sustainability

Ascott signs MOU with UN-formed body to train hospitality staff in sustainability starting October

The partnership with the Global Sustainable Tourism Council (GSTC) is expected to facilitate over 700 training hours.
DBS favours industrial, retail S-REITs this 'red hot summer' as high rates erode DPU - THE EDGE SINGAPORE

Broker's Calls

DBS favours industrial, retail S-REITs this 'red-hot summer' as high rates erode DPU

This cut would be more keenly felt in the US office, China Retail S-REITs and selected commercial subsectors, says DBS.
CapitaLand Ascott Trust’s manager to focus on DPS, not AUM growth - THE EDGE SINGAPORE

REITs

CapitaLand Ascott Trust’s manager to focus on DPS, not AUM growth

CapitaLand Ascott Trust's manager focuses on distributions per stapled security rather than AUM growth

Broker's Calls

CLAS remains analysts' top pick within Singapore hospitality sector after 1Q business update

Analysts from PhillipCapital and CGS-CIMB Research have kept their "add" and "buy" calls with unchanged TPs of $1.26 and $1.27.

Results

CapitaLand Ascott Trust reports 90% higher RevPAU of $127 in 1QFY2023

All of CLAS’s key markets saw y-o-y increases in their RevPAU.
UOBKH sees rosier outlook for Asean amid China reopening - THE EDGE SINGAPORE

Broker's Calls

UOBKH sees rosier outlook for Asean amid China reopening

UOBKH sees rosier outlook for Asean amid China reopening
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