| Latest Forum Topics / CDL HTrust Last:0.77 -- |
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telecommunications doing well....RTO or M&A next?
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luckyguy3
Master |
29-Oct-2025 17:53
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CDL Htrust dividend dropping every year... FY15 expected to be around 4 cents (1H25 1.9 cents), yield based on share price of 84 cents yield is only 4.7%. Plus the upcoming fund raising for MOXY hotel which usually means rights issue or placement at discount which will bring down the share price again. Capitaland Ascott offers 6% yield and has more solid fundamental and consistent dividends. |
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pasttime
Supreme |
29-Oct-2025 16:39
Yells: "gold silver are real money. not others iou." |
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what is the probability of an external parties to force changed of management. then strip out the asset. the potential profit is 1.4+ - 0.835 (current price.) profit wise quite healthy. any hedge fund interested. or many parties interested to form a join action. the main holder no cash after many rackless purchase. so weak to defend it. dyodd |
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Alignment
Elite |
26-Oct-2025 10:08
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Personally I am not afraid of privatisation nor do I necessarily welcome it. It depends amongst other things on the specifics of any such offer were it to materialise, including obviously the price. My comment was focused on highlighting that some of the value inherent in the company is more apparent to the sponsor than to the rest of the market, as a result of which the sponsor may be tempted to take this value for itself through a privatisation. The sponsor does want to increase AUM that is correct. But profiting by buying something and paying far less than what it is worth is also attractive. Which is ultimately preferred depends on the circumstances. |
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MrBear12
Supreme |
26-Oct-2025 08:22
Yells: "Cast all our anxieties on Jesus for He cares for us" |
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This laggard shld recover
A question of when
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pasttime
Supreme |
26-Oct-2025 07:29
Yells: "gold silver are real money. not others iou." |
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if one is afraid of privatisation now., is it not better to buy more now as privatisation will have to be higher. if buying push up price then privatisation price will be higher. best if it also force shorts to cover. then the price will fly. think about it . all things are pointed towards price recovery. only unknown is their real sale. maangement not doing enough for units holders in that area. |
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pasttime
Supreme |
26-Oct-2025 06:27
Yells: "gold silver are real money. not others iou." |
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privatisation is not likely 2 things. 1 they want to increased fund under management. 2 the big shareholders now looks like cash no enough. too greedy over bought. their shares will fly when good time comes and they continue to sell something to raise cash. |
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Alignment
Elite |
25-Oct-2025 21:32
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This is exactly the issue that raises the possibility of a privatisation. It is already trading at such a big discount to book, on top of which there is additional embedded value not reflected in book value. It is similar to the FHT situation for sure. | ||||
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pasttime
Supreme |
25-Oct-2025 06:55
Yells: "gold silver are real money. not others iou." |
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best is to sell something to cover the Moxy purchase. one cannot keep eating without shitting. Moxy purchase was 1m per key . now market 1.5m per key there is already so much potential profit if sell. there are much foreign money looking to park their money in singapore and hotel is an attractive asset as it will grow in value with time. cdl htrust is not getting the increased in value as too many new units are issue base on unit price. so low unit price means more units are issue. so management got rewarded for not doing good work. |
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pasttime
Supreme |
25-Oct-2025 06:38
Yells: "gold silver are real money. not others iou." |
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mas report show that shorts is 27132122 about 2.15% of outstanding units. this shows that the current low price is due to short actions more then units holders selling out. need a way to force these shorty to cover and bring price back to norm of 1.30 one wonder where the shorted shares come from as no big share holders has reported selling. guess it might have come from some big holders using their holding as collateral to borrow money. some hedging activities. if there is more units issue to cover purchase then the shorty has a way to cover cheap if placement it is really infair to exisiting units holders as their interest is diluted at such low price. if rights issue is fair. at least units holders can decide what price to sell and cover back part of the value. so if unfair practise happen then it is high suspect that shorts are related parties. then cpib shoud be involved. dyodd |
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Goldfinger
Supreme |
24-Oct-2025 23:54
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Best they do it with deeply discounted rights for existing shareholders, and not private placements.
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luckyguy3
Master |
24-Oct-2025 22:32
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Fund raising coming. Rights issue or placement usually are done with discount to trading price. So share price will drop accordingly. 
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Goldfinger
Supreme |
24-Oct-2025 21:11
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Fingers crossed the CDL does not attempt a cheap privatisation. Frasers Property got a very good and cheap deal with Frasers Hospitality Trust privatisation. Only 1 cent more at 71 cents than during the COVID failed attempt at 70 cents. | ||||
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pasttime
Supreme |
24-Oct-2025 14:49
Yells: "gold silver are real money. not others iou." |
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management, marketing sale. please do something to sell. at least prove you are worth the humongous fee charged. not just it' s like that lor.
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Delvyss
Elite |
24-Oct-2025 14:42
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Scheduled Date For Release Of Operational Update For The Third Quarter And Nine Months Period Ending 30 September 2025https://investor.cdlht.com/news.html/id/2580520
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pasttime
Supreme |
24-Oct-2025 14:30
Yells: "gold silver are real money. not others iou." |
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sq doing tiem to fly travel fare at suntech from 24-26 oct for travel jan to sep 06 for sq and nov 25 to oct 26 for scoot. now sq do a good thing for their business as their loading ahs spare capacity. airline seat like hotel are also perishable not sold upon takeoff is lost. every dollar sale for loading towards 100% goes right to the bottom line. hotels at destination has joined hand with sq. cdl htrust has many hotels. did you do anything or continue to tell units holders. the arrival is like that. so the occupancy is like that lor. please act quickly with other airline like newzealand airline to your auckland hotel etc. hope to hear something positive for units holders. |
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Alignment
Elite |
03-Oct-2025 20:37
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From a hospitality management standpoint and from a management predictability standpoint Ascott REIT is the better bet which is why its share price has outperformed. CDL Trust' s ace in the hole is the redevelopment potential, but management have yet to show this is a card they are able or willing to play. Hence the share price will in comparison be a slower mover until this card is played, at which point there is the potential for a very big jump. |
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Delvyss
Elite |
03-Oct-2025 09:18
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At last, its lagged has been taken noticed of. | ||||
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pasttime
Supreme |
02-Oct-2025 18:19
Yells: "gold silver are real money. not others iou." |
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stan number shows that 8 months tourist arrival 11.62m hotel average occupancy 82.03% so expect cdl htrust number to be similar. that is a big jump from the 1st half number. if cannot match the management need to change. now chinese national day holiday period. many chinese rich come holidays with families. hope cdl htrust hotels has got many of these guests. if not really they are ... the number will get better as f1 race starting and going into towards better second half. interest rate already drop 1/4 since results. more cut to come. dps 1.1 cents impact for every 1% changed. recovering towards $1.3 as more bulls realised the potential improvements. not to forget that they have a winfall of hotel value as per key is worth 1.5m base on transactions. when will valuers reference to latest method reflect that. |
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seanpent
Supreme |
02-Oct-2025 11:13
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Ascott rocketing. Still take own sweet time? |
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pasttime
Supreme |
18-Sep-2025 14:24
Yells: "gold silver are real money. not others iou." |
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A too high percentage of empty room . Room are perishable. Not sold means gone. Hope management can work harder and sell 1 year ahead at lower cost to more cost oriented traveler. Package with attractions . Etc. sell 10% of room ahead at lower price is safe. Any $ gain goes right to the bottom line | ||||
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