CDL Hospitality Trusts (CDLHT)

Results

CDLHT reports FY2023 DPS of 5.70 cents, 1.2% higher y-o-y on higher NPI contribution

The REIT’s 2HFY2023 DPS fell by 11.1% y-o-y to 3.19 cents due to higher interest costs.

Broker's Calls

RHB keeps ‘overweight’ call on S-REITs, retail sector impacted by rise in GST and inflationary pressures on tenants

Dominant theme and driver of S-REITs’ performance in 2024 to be US Fed’s rate cuts and messaging surrounding the size and timing.

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.
RHB 'overweight' on S-REITs as peak rates near; foreign names with 'bombed-out valuations' offer most upside - THE EDGE SINGAPORE

Broker's Calls

RHB 'overweight' on S-REITs as peak rates near; foreign names with 'bombed-out valuations' offer most upside

RHB Bank Singapore favours CapitaLand Ascendas REIT, Keppel REIT, AIMS APAC REIT and CDL Hospitality Trusts.

Results

CDLHT reports 3QFY2023 revenue of $70.1 mil, 19.7% higher y-o-y

For the 9MFY2023, CDLHT’s total revenue grew by 20.4% y-o-y to $189.3 million.

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

UOB Kay Hian keeps 'buy' on CDL Hospitality Trusts with lower TP of $1.48

Analyst Jonathan Koh says the REIT will benefit from increased contributions from Grand Copthorne Waterfront Hotel in 2HFY2023.

Broker's Calls

RHB upgrades CDLHT to ‘buy’ after recent selloff

“We believe the weakness presents a buying opportunity for investors looking to re-enter the Singapore hospitality sector": RHB.

Broker's Calls

DBS Group Research keeps ‘buy’ with marginally lowered target price on CDL Hospitality Trusts

DBS Group Research is maintaining its “buy” call on CDL Hospitality Trust (CDLHT)
CDLHT reports 23% y-o-y surge in 1HFY2023 DPS of 2.51 cents - THE EDGE SINGAPORE

Results

CDLHT reports 23% y-o-y surge in 1HFY2023 DPS of 2.51 cents

Total distribution to stapled security holders for the six-month period rose by 23.8% y-o-y to $31.2 million.
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