CapitaLand Ascott Trust (CLAS)

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.
HPH Trust, DFI Retail Group, SIA, REITs and other counters are DBS's top picks on China reopening and balanced Fed - THE EDGE SINGAPORE

Broker's Calls

HPH Trust, DFI Retail Group, SIA, REITs and other counters are DBS's top picks on China reopening and balanced Fed

Beyond April, the team is watchful of the seasonal ‘sell’ trend in May following post-ex-dividends.
Proxies to a Fed pause, China reopening, travel rebound - THE EDGE SINGAPORE

REITs

Proxies to a Fed pause, China reopening, travel rebound

Falling risk-free rates, a Fed pause, a travel rebound and China's reopening could buoy selected S-REITs
DBS maintains 'buy' and TP on CapitaLand Ascott Trust after FY2022 beat - THE EDGE SINGAPORE

Broker's Calls

Analysts keep 'buy' call on CapitaLand Ascott Trust after FY2022 beat

FY2022 distribution per unit of 5.67 cents is up 31% y-o-y.
CapitaLand Ascott Trust reports 47% increase in 2HFY2022 DPS of 3.33 cents - THE EDGE SINGAPORE

Results

CapitaLand Ascott Trust reports 47% increase in 2HFY2022 DPS of 3.33 cents

For the FY2022, CLAS’s DPS increased by 31% y-o-y to 5.67 cents, up from FY2021’s DPS of 4.32 cents.

Broker's Calls

Not 'too late' to get in on hospitality rebound action for S-REITs in 2023: CGS-CIMB

Analysts are keeping “overweight” on the property sector in Singapore as the hospitality industry prepares for a “big rebound”.
MFS becomes CLINT's substantial shareholder again after buying units at lower price; DBS sells 1 mil units in CLAS - THE EDGE SINGAPORE

Insider moves

MFS becomes CLINT's substantial shareholder again after buying units at lower price; DBS sells 1 mil units in CLAS

The sale brought DBS’s stake in CLAS to 37.97% or around 1.308 billion units.
PhillipCapital upgrades CapitaLand Ascott Trust to 'buy' as it sees a rebound underway - THE EDGE SINGAPORE

Broker's Calls

PhillipCapital upgrades CapitaLand Ascott Trust to 'buy' as it sees a rebound underway

UOB Kay Hian has kept its “buy” call as it likes its recovery potential and resilient balance sheet.

Results

CapitaLand Ascott Trust says 3QFY2022 gross profit at 90% of pre-Covid-19 levels

Revenue and gross profit for the quarter stood higher y-o-y due to contributions from the trust's new properties.
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