CDL Hospitality Trusts (CDLHT)

Broker's Calls

RHB remains 'neutral' on CDLHT with potential slowdown in Maldives and European portfolio

The ongoing Russia-Ukraine war is likely to slow down recovery for CDLHT’s Maldives and European portfolio: RHB.

REITs

CDL Hospitality Trusts makes accretive acquisition of Hotel Brooklyn in UK for $43.8 mil

Hotel Brooklyn is a newly-opened upscale four-style hotel in Manchester, on 57 and 59 Portland Street.

Palm oil

CDL Hospitality Trusts reports 11.0% lower DPS of 3.06 cents for 2HFY2021

This brings total DPS for the FY2021 to 4.27 cents, which fell 13.7% y-o-y.
UOB Kay Hian upgrades CDLHT to 'buy' with higher TP of $1.42 - THE EDGE SINGAPORE

Broker's Calls

UOB Kay Hian upgrades CDLHT to 'buy' with higher TP of $1.42

Analyst Jonathan Koh is positive on the REIT as he sees it benefitting from the reopening, which is slated to resume in 2H2022.

Broker's Calls

CDL Hospitality Trusts top beneficiary for domestic staycation boost: DBS

CDLHT is expected to benefit from an uptick in domestic staycations as concerns over the Omicron variant curb overseas travel.
RHB keeps 'neutral' on CDLHT as its 3QFY21 and 9MFY21 operational numbers perform below expectations - THE EDGE SINGAPORE

Broker's Calls

RHB keeps 'neutral' on CDLHT as its 3QFY21 and 9MFY21 operational numbers perform below expectations

RHB now expects a “meaningful recovery” for the hospitality sector only in 2023, compared to the 2H2022 as previously thought.
CDL Hospitality Trusts’ 3Q21 NPI grow 34.8% y–o-y to $20.5 mil - THE EDGE SINGAPORE

Results

CDL Hospitality Trusts’ 3Q21 NPI grow 34.8% y–o-y to $20.5 mil

The stronger performance was underpinned by contributions from overseas markets including New Zealand, UK and Germany.
CDLHT pivots to BTR, acquires property in Manchester - THE EDGE SINGAPORE

REITs

CDLHT pivots to BTR, acquires property in Manchester

CDL Hospitality Trusts acquires a build-to-rent property which will be DPS accretive when ready in 2024.
CDL Hospitality Trusts post 19.2% decline in DPS of 1.22 cents for 1H21 - THE EDGE SINGAPORE

Results

CDL Hospitality Trusts post 19.2% decline in DPS of 1.22 cents for 1H21

Net property income (NPI) for the 1HFY2021 increased 24.4% y-o-y to $37.0 million.
CGS-CIMB remains positive on ART and CDLHT on gradual resumption of travelling activities - THE EDGE SINGAPORE

Broker's Calls

CGS-CIMB remains positive on ART and CDLHT on gradual resumption of travelling activities

The analysts have also kept their “add” calls on ART and CDLHT with target prices of $1.20 and $1.43 respectively.
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