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CDL HTrust - Nice breakout Post Reply Rate topic
Alignment Elite	04-Mar-2024 09:51        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Thank you.
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luckyguy3 Master	04-Mar-2024 04:14        luckyguy3 About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://stan.stb.gov.sg/public/sense/app/4133707d-4e8d-4f83-b419-ad1c2be1e102/sheet/3f44ed9e-2b5b-4d8f-b77a-36c9256ef0a2/state/analysis Alignment      ( Date: 03-Mar-2024 22:59) Posted: What is the source of the chart pls?
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Alignment Elite	03-Mar-2024 22:59        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	What is the source of the chart pls?
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luckyguy3 Master	02-Mar-2024 20:08        luckyguy3 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Latest figures for Jan24. REVPAR. Compared to Jan23 of 192, Jan24 achieved 217 Average Room rate up 10.8% yoy and Occupacy Rate up 5.1% yoy. Then  Feb 24: China-Sg Visa free and  Mar 24: Taylor Shift and Air show positive catalysts. &zwnj Q1/24 should be much better than Q1/23 and hopefully with the on going recovery of tourism around the world, H1/24 will be much better than H1/23 since CDL Htrust interest rate is predicted to peaked at 4.2% currently vs 4.1% in H1/23. So I do expect H1/24 results and dividend to be higher than H1/23. Fingers crossed.
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Secret_Squirrel Elite	28-Feb-2024 11:28        Secret_Squirrel About Contact  Quote this Post!   Yells: "Stay curious but skeptical"
x 0   x 0  Alert Admin	CDL H Trust  52 Week High/Low :1.270 - 0.930.
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luckyguy3 Master	27-Feb-2024 10:09        luckyguy3 About Contact  Quote this Post!
x 1   x 0  Alert Admin	http://www.dbs.com/in/treasures/aics/templatedata/article/generic/data/en/GR/022024/240219_singapore_stock_pulse.xml Trending Sector Singapore Tourism Our view of a strong recovery in visitor arrivals in 1Q24 is unfolding  Our earlier call for a strong recovery in visitor arrivals in 1Q24 is panning out well: Jan-24 bucked the historical trend of falling m-o-m visitor arrivals, with a strong 15.9% increase Chinese visitors jumped 62% m-o-m to 211.2k (or 66% of 2019 levels), likely driven by the Chinese winter holiday Robust tourism demand and revenue as positive readthrough from  latest CNY holiday data, with international tourism nearing close to 90% of 2019 levels February arrivals to Singapore may stay firm Chinese winter holiday period spans from 20th  Jan to 20th  Feb 30-day visa-free arrangement is effective from 9th  Feb Singapore Airshow from 20-25 Feb is anticipated to draw 50k trade visitors with > 1000 companies from over 50 countries taking part 1Q24 visitor momentum to be sustained on robust pipeline of MICEs events (Singapore Airshow this week, Taylor Swift concerts in March) -> Taylor Swift concerts reported to generate  A$1.2bn  in economic value in Australia,  US$228m  in Japan through consumption and tourism-related spends Tourism-related stocks are potential beneficiaries &ndash Hospitality REITs &ndash   CDL Hospitality  (66% SG exposure) and  Far East Hospitality  (100% SG exposure) prefer  CDL Hospitality  for its higher corporate/MICE exposure and attractive forward FY24/25F yields of 6.7% Robust air traffic recovery to bolster  SATS&rsquo   ground handling and aviation food service segments -> Changi Airport volumes expected to return to pre-pandemic levels this year Return-risk profile less favourable at today&rsquo s level for  Genting SG  as it is currently trading close to our analyst&rsquo s TP of S$1.05 (consensus: S$1.18)
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luckyguy3 Master	23-Feb-2024 13:37        luckyguy3 About Contact  Quote this Post!
x 0   x 1  Alert Admin	This year, Jan visitors to Singapore already hit high since covid. + China-Sg visa free + Airshow + Taylor Shift + other concerts  I think hospitality reits will huat... luckyguy3      ( Date: 08-Feb-2024 08:19) Posted: Taylor shift concerts + Airshow coming. Plus Jan 2024 has hit the highest visitors to Singapore since Covid started. Looks likely number of visitors will be back to pre-covid soon + China-Sg visa free +  Plus interest rate has peaked, looks good for CDL Htrust. Strange why ppl never notice.
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luckyguy3 Master	23-Feb-2024 13:19        luckyguy3 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.channelnewsasia.com/singapore/taylor-swift-singapore-concerts-stb-grant-economic-benefits-4141056?cid=FBcna& fbclid=IwAR0YUCgpyrmRRPmbPloxP332zFXKB56jjyiFjZMvm6LXNkR070Se7hyx380   SINGAPORE: American pop star Taylor Swift has yet to arrive but the knock-on effects of her upcoming stop in Singapore  are already being felt and are likely to be wide-ranging. Hotels and airlines told CNA that demand for flights and accommodation  around the dates of Swift' s concerts has increased up to 30 per cent.
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Goldfinger Supreme	12-Feb-2024 20:06        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	Higher valuation is good. Makes the chance of cash calls due to high gearing ratios less likely. luckyguy3      ( Date: 12-Feb-2024 17:28) Posted: NTA $1.44. FY23 (recent) valuation saw an increase of > 10% over FY22 becos of better cash flow. Yes, was disppointed that DPU for 2H/23 never reached 4 cents BUT i quite hopeful this year 1H or 2H will reach close to 4 cents as travel resumes to pre-covid level. Keeping fingers crossed. Latest news report on the effect of Singapore-China Visa free scheme: http://sbr.com.sg/hotels-tourism/news/singapore-china-visa-free-programme-boosts-cny-bookings-sg   Goldfinger      ( Date: 11-Feb-2024 18:09) Posted: Grand Copthorne after the Reno should also be in pretty good shape now. Indications that SG inbound travel will pick up in 2024 is gaining traction
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luckyguy3 Master	12-Feb-2024 17:28        luckyguy3 About Contact  Quote this Post!
x 0   x 0  Alert Admin	NTA $1.44. FY23 (recent) valuation saw an increase of > 10% over FY22 becos of better cash flow. Yes, was disppointed that DPU for 2H/23 never reached 4 cents BUT i quite hopeful this year 1H or 2H will reach close to 4 cents as travel resumes to pre-covid level. Keeping fingers crossed. Latest news report on the effect of Singapore-China Visa free scheme: http://sbr.com.sg/hotels-tourism/news/singapore-china-visa-free-programme-boosts-cny-bookings-sg   Goldfinger      ( Date: 11-Feb-2024 18:09) Posted: Grand Copthorne after the Reno should also be in pretty good shape now. Indications that SG inbound travel will pick up in 2024 is gaining traction. Alignment      ( Date: 11-Feb-2024 17:49) Posted: Fair enough (sort of). I don' t particularly rate that hotel but I accept many people consider it a five star hotel. I chose my words poorly.  That said, it is only 1 out of 7 SIngapore properties, and smaller than the average.  My more general point holds.
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Goldfinger Supreme	11-Feb-2024 18:09        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	Grand Copthorne after the Reno should also be in pretty good shape now. Indications that SG inbound travel will pick up in 2024 is gaining traction. Alignment      ( Date: 11-Feb-2024 17:49) Posted: Fair enough (sort of). I don' t particularly rate that hotel but I accept many people consider it a five star hotel. I chose my words poorly.  That said, it is only 1 out of 7 SIngapore properties, and smaller than the average.  My more general point holds.
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Alignment Elite	11-Feb-2024 17:49        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Fair enough (sort of). I don' t particularly rate that hotel but I accept many people consider it a five star hotel. I chose my words poorly.  That said, it is only 1 out of 7 SIngapore properties, and smaller than the average.  My more general point holds.
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Goldfinger Supreme	11-Feb-2024 17:28        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	What is W Hotel Sentosa? Six stars??? You may not really know this company then. Alignment      ( Date: 11-Feb-2024 17:16) Posted: Sure, for 5 star hotels. Unfortunately for CDL they do not have any of those. The competition is increasingly more with like airbnb that are offering comparable stays at sub S$200 a night.
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Alignment Elite	11-Feb-2024 17:16        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Sure, for 5 star hotels. Unfortunately for CDL they do not have any of those. The competition is increasingly more with like airbnb that are offering comparable stays at sub S$200 a night.
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Goldfinger Supreme	10-Feb-2024 17:57        Goldfinger About Contact  Quote this Post!
x 1   x 0  Alert Admin	Taylor Swift March hotel prices are even more crazy. Some hotels charging over $1k per night, like double normal prices. Alignment      ( Date: 10-Feb-2024 16:59) Posted: Mid Feb is almost like a last minute booking. You can book a room in that hotel in March for S$220 a night. So cheap. No way you could book an equivalent hotel in Western Europe at that price.
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Alignment Elite	10-Feb-2024 16:59        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Mid Feb is almost like a last minute booking. You can book a room in that hotel in March for S$220 a night. So cheap. No way you could book an equivalent hotel in Western Europe at that price.
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Goldfinger Supreme	10-Feb-2024 16:27        Goldfinger About Contact  Quote this Post!
x 1   x 0  Alert Admin	Hotel prices in SG during the Taylor Swift concert week are insane. So with the China travel free visa, Airshow, Taylor Swift and cold play, all in the same quarter, Q1 2024 may just knock us off our feet.
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Goldfinger Supreme	10-Feb-2024 15:56        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	Go check out the crazy high hotels rate for Grand Copthorne during 20-25 Feb Airshow dates to see pricing demand. Alignment      ( Date: 09-Feb-2024 21:40) Posted: The issue is not so much the number of people coming in, but the supply of properties in Singapore, especially at the low to medium end which is where most of the S HREITs play. Supply has grown more than demand. You can see the weakness in the results in the last 3-6 months. Which is why Ascott REIT has outperformed as it is less Singapore focused.
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Alignment Elite	09-Feb-2024 21:40        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 1  Alert Admin	The issue is not so much the number of people coming in, but the supply of properties in Singapore, especially at the low to medium end which is where most of the S HREITs play. Supply has grown more than demand. You can see the weakness in the results in the last 3-6 months. Which is why Ascott REIT has outperformed as it is less Singapore focused.
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luckyguy3 Master	08-Feb-2024 08:19        luckyguy3 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Taylor shift concerts + Airshow coming. Plus Jan 2024 has hit the highest visitors to Singapore since Covid started. Looks likely number of visitors will be back to pre-covid soon + China-Sg visa free +  Plus interest rate has peaked, looks good for CDL Htrust. Strange why ppl never notice.
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