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Delvyss Elite	29-May-2026 10:27        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	CDL Hospitality Trusts:  Limited Impact BUY https://sginvestors.io/analysts/research/2026/05/cdl-hospitality-trusts-rhb-research-2026-05-04
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Alignment Elite	04-May-2026 17:16        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Let down by the Japan properties. Should not have bought there with the increasing anti foreigner / anti tourist sentiment on top of the declining population level. Staying in Singapore better Joelton      ( Date: 01-May-2026 11:29) Posted: CDL Hospitality Trusts Q1 NPI rises 10.4% to S$33.1 million Revenue up 5.9% for the quarter at S$67.1 million, driven by broad-based growth [SINGAPORE] Net property income (NPI) for CDL Hospitality Trusts (CDLHT) was up 10.4 per cent at S$33.1 million for the first quarter ended Mar 31, from S$30 million in the same year-ago period. Revenue increased by 5.9 per cent on the year to S$67.1 million in Q1, driven by &ldquo broad-based growth&rdquo across a majority of its portfolio markets, apart from that of Japan and the Maldives. Based on a Thursday (Apr 30) statement, revenue per available room (RevPAR) across CDLHT&rsquo s portfolio came in mixed during the quarter. For Singapore hotels, RevPAR stood at S$184 in Q1, up 6.6 per cent year on year from S$173. NPI for the Singapore portfolio came in at S$18.8 million for the quarter, a 5.9 per cent year-on-year increase from S$17.7 million. Occupancy levels for the Singapore portfolio rose 5.4 percentage points to 80.4 per cent in Q1, from 75 per cent a year prior. CDLHT&rsquo s managers said that geopolitical uncertainty arising from the Middle East conflict had begun to weigh on sentiment in March 2026, but while there had been some cancellations and moderation in demand, &ldquo the overall impact has not been significant so far&rdquo . The managers said that Claymore Connect at 442 Orchard Road in Singapore recorded a 5 per cent year-on-year growth in NPI, mainly due to annual rent escalations. Its committed occupancy level held steady at 97.7 per cent as at Mar 31. Grand Millennium Auckland in New Zealand saw a 16.3 per cent rise in RevPAR, driven by strong convention-related demand and rate gains, after the Phase 2 room renovations were completed at the end of 2025. Its NPI rose 46.1 per cent on the year in Q1, added the statement. In contrast, its Japan hotels recorded a 4.2 per cent year-on-year decline in RevPAR, amid ongoing geopolitical tensions between Japan and China which curtailed inbound demand from China. &ldquo Performance was also measured against a high base in the prior year, when the hotels achieved record performance,&rdquo CDLHT&rsquo s statement noted. The Maldives resorts reported a 6.4 per cent year-on-year decline in RevPAR for Q1, mainly due to a sharp weakening of demand in March after the escalation of the Iran war. &ldquo (This) resulted in the suspension or reduction of services by several carriers serving the Maldives,&rdquo CLDHT&rsquo s managers said. Its NPI declined 26.3 per cent on the year in Q1, as the revenue shortfall was amplified by the relatively fixed nature of resort operating costs. Looking ahead, the managers noted that the operating backdrop has become &ldquo more challenging&rdquo amid heightened geopolitical uncertainty. &ldquo The ongoing conflict in the Middle East continues to pose headwinds to global growth and will weigh on our near-term results,&rdquo they said. &ldquo While resolution could support recovery in connectivity and travel flows, elevated energy costs and airfares may continue to dampen leisure and corporate travel demand, with broader inflationary pressures filtering through to operating margins.&rdquo Stapled securities of CDLHT : J85 +1.25% closed on Wednesday 1.2 per cent or S$0.01 lower at S$0.80.
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Joelton Supreme	01-May-2026 11:29        Joelton About Contact  Quote this Post!
x 0   x 0  Alert Admin	CDL Hospitality Trusts Q1 NPI rises 10.4% to S$33.1 million Revenue up 5.9% for the quarter at S$67.1 million, driven by broad-based growth [SINGAPORE] Net property income (NPI) for CDL Hospitality Trusts (CDLHT) was up 10.4 per cent at S$33.1 million for the first quarter ended Mar 31, from S$30 million in the same year-ago period. Revenue increased by 5.9 per cent on the year to S$67.1 million in Q1, driven by &ldquo broad-based growth&rdquo across a majority of its portfolio markets, apart from that of Japan and the Maldives. Based on a Thursday (Apr 30) statement, revenue per available room (RevPAR) across CDLHT&rsquo s portfolio came in mixed during the quarter. For Singapore hotels, RevPAR stood at S$184 in Q1, up 6.6 per cent year on year from S$173. NPI for the Singapore portfolio came in at S$18.8 million for the quarter, a 5.9 per cent year-on-year increase from S$17.7 million. Occupancy levels for the Singapore portfolio rose 5.4 percentage points to 80.4 per cent in Q1, from 75 per cent a year prior. CDLHT&rsquo s managers said that geopolitical uncertainty arising from the Middle East conflict had begun to weigh on sentiment in March 2026, but while there had been some cancellations and moderation in demand, &ldquo the overall impact has not been significant so far&rdquo . The managers said that Claymore Connect at 442 Orchard Road in Singapore recorded a 5 per cent year-on-year growth in NPI, mainly due to annual rent escalations. Its committed occupancy level held steady at 97.7 per cent as at Mar 31. Grand Millennium Auckland in New Zealand saw a 16.3 per cent rise in RevPAR, driven by strong convention-related demand and rate gains, after the Phase 2 room renovations were completed at the end of 2025. Its NPI rose 46.1 per cent on the year in Q1, added the statement. In contrast, its Japan hotels recorded a 4.2 per cent year-on-year decline in RevPAR, amid ongoing geopolitical tensions between Japan and China which curtailed inbound demand from China. &ldquo Performance was also measured against a high base in the prior year, when the hotels achieved record performance,&rdquo CDLHT&rsquo s statement noted. The Maldives resorts reported a 6.4 per cent year-on-year decline in RevPAR for Q1, mainly due to a sharp weakening of demand in March after the escalation of the Iran war. &ldquo (This) resulted in the suspension or reduction of services by several carriers serving the Maldives,&rdquo CLDHT&rsquo s managers said. Its NPI declined 26.3 per cent on the year in Q1, as the revenue shortfall was amplified by the relatively fixed nature of resort operating costs. Looking ahead, the managers noted that the operating backdrop has become &ldquo more challenging&rdquo amid heightened geopolitical uncertainty. &ldquo The ongoing conflict in the Middle East continues to pose headwinds to global growth and will weigh on our near-term results,&rdquo they said. &ldquo While resolution could support recovery in connectivity and travel flows, elevated energy costs and airfares may continue to dampen leisure and corporate travel demand, with broader inflationary pressures filtering through to operating margins.&rdquo Stapled securities of CDLHT : J85 +1.25% closed on Wednesday 1.2 per cent or S$0.01 lower at S$0.80.
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Alignment Elite	20-Apr-2026 10:59        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Manager blaming performance on " evolving portfolio composition" . Whose fault is that? Who made the decisions to " evolve" the portfolio?   Joelton      ( Date: 18-Apr-2026 16:33) Posted: CDL Hospitality Trusts flags negative impact from Middle East conflict The effect has not been material to date, its managers say [SINGAPORE] CDL Hospitality Trusts (CDLHT) : J85 0% disclosed on Friday (Apr 17) that the ongoing conflict in the Middle East has &ldquo resulted in a negative impact on the portfolio&rsquo s overall performance&rdquo , although the management maintained that the impact has not been material to date. In a series of responses to questions from security holders released ahead of its Apr 24 annual general meeting, the managers noted that the group had &ldquo modest cancellations, while the pace of new bookings has shown some moderation&rdquo . Across its portfolio, the Maldives has experienced the most pronounced effect, due to its reliance on Middle Eastern carriers and long-haul connectivity. A softer forward booking pace and isolated cancellations have also been observed in Auckland and parts of the UK. Markets such as Tokyo, Perth and Munich, however, have remained relatively steady. Singapore, which is CDLHT&rsquo s key market, has also remained relatively resilient thus far, the managers said. &ldquo Trading in March was broadly stable, supported by underlying demand and the city&rsquo s events calendar. While there have been some cancellations and more cautious sentiment in certain segments, resulting in a slight adverse impact, no material disruption to booking trends has been observed to date,&rdquo they said. While the managers described the current impact as &ldquo managable&rdquo , they warned that a prolonged conflict could indirectly dampen demand further through higher energy prices, increased airfares, travel security, reduced air connectivity and broader inflationary pressures. &ldquo This could lead consumers to be more cautious in discretionary travel spending, and may also prompt corporates to defer or scale back non-essential travel. A key determinant is how long energy prices remain elevated,&rdquo they said. Structural headwinds behind DPS decline Addressing questions regarding the decline in distribution per stapled security (DPS), which fell 9.8 per cent year on year (yoy) to S$0.048 for the financial year ended Dec 31, 2025, the managers pointed to several structural and cyclical factors. &ldquo While operating performance has improved significantly from pandemic lows, DPS has been impacted by a combination of higher financing costs, evolving portfolio composition, uneven recovery in some markets, and a normalisation in operating conditions following the initial recovery phase,&rdquo the managers said. On the material increase in financing costs, the managers said that the weighted average cost of debt increased from 2.2 per cent at the end of 2019 to a peak of 4.4 per cent in September 2024. Although this rate moderated to 3 per cent by the end of 2025, the higher-interest environment in preceding periods weighed on distributable income, they said. Furthermore, operating performance has seen a normalisation following the initial post-pandemic surge. &ldquo DPS declined by 6.7 per cent yoy to S$0.0532 in FY2024, mainly due to demand normalisation in certain markets following the initial post-pandemic surge, alongside higher interest costs,&rdquo the managers said. In FY2025, in line with the fall in DPS, net property income (NPI) declined 4.1 per cent yoy. The managers attributed this to a moderation in revenue per available room across the portfolio, higher operating costs including labour and utilities, and temporary disruptions from renovation works at W Singapore &ndash Sentosa Cove and Grand Millennium Auckland. These two properties had a combined NPI shortfall of about S$5.9 million. Excluding these disruptions, the managers noted that NPI would have been marginally higher by 0.3 per cent yoy. Units of the stapled security ended flat at S$0.835 on Friday.
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pasttime Supreme	19-Apr-2026 11:38        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 0  Alert Admin	Nz tourism with such low exchange rate. Sgdnzd 1.3+. No people go meh
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Joelton Supreme	18-Apr-2026 16:33        Joelton About Contact  Quote this Post!
x 0   x 0  Alert Admin	CDL Hospitality Trusts flags negative impact from Middle East conflict The effect has not been material to date, its managers say [SINGAPORE] CDL Hospitality Trusts (CDLHT) : J85 0% disclosed on Friday (Apr 17) that the ongoing conflict in the Middle East has &ldquo resulted in a negative impact on the portfolio&rsquo s overall performance&rdquo , although the management maintained that the impact has not been material to date. In a series of responses to questions from security holders released ahead of its Apr 24 annual general meeting, the managers noted that the group had &ldquo modest cancellations, while the pace of new bookings has shown some moderation&rdquo . Across its portfolio, the Maldives has experienced the most pronounced effect, due to its reliance on Middle Eastern carriers and long-haul connectivity. A softer forward booking pace and isolated cancellations have also been observed in Auckland and parts of the UK. Markets such as Tokyo, Perth and Munich, however, have remained relatively steady. Singapore, which is CDLHT&rsquo s key market, has also remained relatively resilient thus far, the managers said. &ldquo Trading in March was broadly stable, supported by underlying demand and the city&rsquo s events calendar. While there have been some cancellations and more cautious sentiment in certain segments, resulting in a slight adverse impact, no material disruption to booking trends has been observed to date,&rdquo they said. While the managers described the current impact as &ldquo managable&rdquo , they warned that a prolonged conflict could indirectly dampen demand further through higher energy prices, increased airfares, travel security, reduced air connectivity and broader inflationary pressures. &ldquo This could lead consumers to be more cautious in discretionary travel spending, and may also prompt corporates to defer or scale back non-essential travel. A key determinant is how long energy prices remain elevated,&rdquo they said. Structural headwinds behind DPS decline Addressing questions regarding the decline in distribution per stapled security (DPS), which fell 9.8 per cent year on year (yoy) to S$0.048 for the financial year ended Dec 31, 2025, the managers pointed to several structural and cyclical factors. &ldquo While operating performance has improved significantly from pandemic lows, DPS has been impacted by a combination of higher financing costs, evolving portfolio composition, uneven recovery in some markets, and a normalisation in operating conditions following the initial recovery phase,&rdquo the managers said. On the material increase in financing costs, the managers said that the weighted average cost of debt increased from 2.2 per cent at the end of 2019 to a peak of 4.4 per cent in September 2024. Although this rate moderated to 3 per cent by the end of 2025, the higher-interest environment in preceding periods weighed on distributable income, they said. Furthermore, operating performance has seen a normalisation following the initial post-pandemic surge. &ldquo DPS declined by 6.7 per cent yoy to S$0.0532 in FY2024, mainly due to demand normalisation in certain markets following the initial post-pandemic surge, alongside higher interest costs,&rdquo the managers said. In FY2025, in line with the fall in DPS, net property income (NPI) declined 4.1 per cent yoy. The managers attributed this to a moderation in revenue per available room across the portfolio, higher operating costs including labour and utilities, and temporary disruptions from renovation works at W Singapore &ndash Sentosa Cove and Grand Millennium Auckland. These two properties had a combined NPI shortfall of about S$5.9 million. Excluding these disruptions, the managers noted that NPI would have been marginally higher by 0.3 per cent yoy. Units of the stapled security ended flat at S$0.835 on Friday.
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Delvyss Elite	15-Apr-2026 15:58        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	" Trading below replacement costs, maintain BUY with TP of SGD1.00." https://www.dbs.com.sg/sme/aics/templatedata/article/generic/data/en/GR/AXJ/CDREIT_SP.xml
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Delvyss Elite	31-Mar-2026 16:09        Delvyss About Contact  Quote this Post!
x 0   x 0  Alert Admin	Fed' s Miran says he wants 100 bps of rate cuts https://www.zawya.com/en/world/americas/feds-miran-says-he-wants-100-bps-of-rate-cuts-scmz9q63
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pasttime Supreme	11-Feb-2026 07:18        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 0  Alert Admin	auckland international convention center opens
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Alignment Elite	09-Feb-2026 21:14        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Anyone who has worked in the investment community will tell you not to place much weight on analysts' price targets, or indeed recommendations. For what it is worth it seems most analysts covering this company have a target price above the current share price. No doubt these analysts also have reasons why they have a positive view. Analysts, like the market in general, can have opposing opinions.
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alanchee Senior	09-Feb-2026 18:14        alanchee About Contact  Quote this Post!
x 0   x 0  Alert Admin	TP set maybe base on pandemic or crisis timing, he may be right in years to come. See for yourself, the price now is Real
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luckyguy3 Master	09-Feb-2026 15:03        luckyguy3 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The moxy was bought in 2019 prior to covid heyday so it is an expensive acquisition... Citi maintains sell at 60 cents. If you think u are better than them, then go ahead and load up. There must be reasons for them to set 60 cents as TP.
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alanchee Senior	08-Feb-2026 18:13        alanchee About Contact  Quote this Post!
x 1   x 0  Alert Admin	Be careful of any Anal..yst recommendation luckyguy3      ( Date: 07-Feb-2026 04:40) Posted:
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Alignment Elite	08-Feb-2026 17:17        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Page 33 of the FY results presentation support the view that Moxy can be funded with existing funding.  The Moxy cost is S$475m. Page 33 tells you the company has S$593m of cash and facilities available, and more importantly funding the acquisition with 100% debt only increases the leverage from 37.7% to 41.8%. Some of this could be mitigated as well if they do another pref. They don' t even need to sell anything. I' m positively surprised. pasttime      ( Date: 07-Feb-2026 00:19) Posted: perpetual loan  no need to pay back and low interest of 3.7+ percent. no need to do right issue. buy moxy, the most used 80% of moxy income to pay down loan first. there is no need to issue new shares especially at such low price. still time to sell some old singapore hotel. that will boost share price
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luckyguy3 Master	07-Feb-2026 04:40        luckyguy3 About Contact  Quote this Post!
x 0   x 0  Alert Admin
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pasttime Supreme	07-Feb-2026 00:19        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 0  Alert Admin	perpetual loan  no need to pay back and low interest of 3.7+ percent. no need to do right issue. buy moxy, the most used 80% of moxy income to pay down loan first. there is no need to issue new shares especially at such low price. still time to sell some old singapore hotel. that will boost share price
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luckyguy3 Master	06-Feb-2026 17:15        luckyguy3 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Right issues coming, 99% at a discount so share price will be down ..
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Alignment Elite	06-Feb-2026 10:20        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	I guess sounds about right. It would be the most expensive hotel in that area at that price. But it would be the newest of course.
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Joelton Supreme	06-Feb-2026 09:57        Joelton About Contact  Quote this Post!
x 0   x 1  Alert Admin	Average daily room rate at CDLHT&rsquo s upcoming Moxy Singapore Clarke Quay to &lsquo stabilise&rsquo at $250 More than five years after CDL Hospitality Trusts (CDLHT) first announced plans for Moxy Singapore Clarke Quay, the manager of the trust unveiled more details for the upcoming 475-key hotel, which is projected to obtain its temporary occupation permit (TOP) around end-2026. Operated by Marriott International, Moxy Singapore Clarke Quay is expected to &ldquo soft open&rdquo in 2027, says Vincent Yeo, CEO of the manager. Built on the site of the former CDLHT hotel Novotel Singapore Clarke Quay, Liang Court shopping mall and serviced apartment Somerset Liang Court Singapore, the 21-storey Moxy Singapore Clarke Quay is currently being built as part of CanningHill Piers, a mixed-use project by a joint venture between CapitaLand and City Developments. CDLHT first announced the divestment of Novotel Singapore Clarke Quay to the developers in November 2019, when it also revealed a forward-purchase agreement for Moxy Singapore Clarke Quay. CDLHT will pay the lower of either $475 million or 110% of development costs. With 475 rooms expected, this essentially works out to about &ldquo a million a key&rdquo , says Yeo in a media briefing for  CDLHT&rsquo s results for FY2025 ended Dec 31, 2025. According to Yeo, the average daily rate (ADR) of Moxy Singapore Clarke Quay will be &ldquo at least at the $250 mark&rdquo on a stabilised basis. Moxy Singapore Clarke Quay will enter the market amid a slew of luxury hotel openings next year. According to CDLHT, the 808-room Mö venpick Singapore will open in 1Q2027 at Hoe Chiang Road near the CBD, followed by the 200-key Avani Singapore in Tanjong Pagar the following quarter. CDLHT&rsquo s new hotel, however, is targeting a &ldquo mid-tier&rdquo or &ldquo upper-mid-scale&rdquo segment, according to its November 2019 filing. The filing also shows that room sizes at the Moxy Singapore Clarke Quay will range between 16.5 and 22.9 sqm, with the &ldquo majority expected to be around 16.5 to 17.5 sqm&rdquo . Following the acquisition, CDLHT&rsquo s number of hotel rooms in Singapore will increase from 2,555 to 3,030. CDLHT currently owns six hotels in Singapore: Orchard Hotel, Grand Copthorne Waterfront Hotel, M Hotel, Copthorne King&rsquo s Hotel, Studio M Hotel and W Singapore &ndash Sentosa Cove.
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Joelton Supreme	06-Feb-2026 09:50        Joelton About Contact  Quote this Post!
x 1   x 0  Alert Admin	Average daily room rate at CDLHT&rsquo s upcoming Moxy Singapore Clarke Quay to &lsquo stabilise&rsquo at $250   More than five years after CDL Hospitality Trusts (CDLHT) first announced plans for Moxy Singapore Clarke Quay, the manager of the trust unveiled more details for the upcoming 475-key hotel, which is projected to obtain its temporary occupation permit (TOP) around end-2026. Operated by Marriott International, Moxy Singapore Clarke Quay is expected to &ldquo soft open&rdquo in 2027, says Vincent Yeo, CEO of the manager. Built on the site of the former CDLHT hotel Novotel Singapore Clarke Quay, Liang Court shopping mall and serviced apartment Somerset Liang Court Singapore, the 21-storey Moxy Singapore Clarke Quay is currently being built as part of CanningHill Piers, a mixed-use project by a joint venture between CapitaLand and City Developments. CDLHT first announced the divestment of Novotel Singapore Clarke Quay to the developers in November 2019, when it also revealed a forward-purchase agreement for Moxy Singapore Clarke Quay. CDLHT will pay the lower of either $475 million or 110% of development costs. With 475 rooms expected, this essentially works out to about &ldquo a million a key&rdquo , says Yeo in a media briefing for  CDLHT&rsquo s results for FY2025 ended Dec 31, 2025. According to Yeo, the average daily rate (ADR) of Moxy Singapore Clarke Quay will be &ldquo at least at the $250 mark&rdquo on a stabilised basis. Moxy Singapore Clarke Quay will enter the market amid a slew of luxury hotel openings next year. According to CDLHT, the 808-room Mö venpick Singapore will open in 1Q2027 at Hoe Chiang Road near the CBD, followed by the 200-key Avani Singapore in Tanjong Pagar the following quarter. CDLHT&rsquo s new hotel, however, is targeting a &ldquo mid-tier&rdquo or &ldquo upper-mid-scale&rdquo segment, according to its November 2019 filing. The filing also shows that room sizes at the Moxy Singapore Clarke Quay will range between 16.5 and 22.9 sqm, with the &ldquo majority expected to be around 16.5 to 17.5 sqm&rdquo . Following the acquisition, CDLHT&rsquo s number of hotel rooms in Singapore will increase from 2,555 to 3,030. CDLHT currently owns six hotels in Singapore: Orchard Hotel, Grand Copthorne Waterfront Hotel, M Hotel, Copthorne King&rsquo s Hotel, Studio M Hotel and W Singapore &ndash Sentosa Cove.
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