CDL HTrust
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CDL HTrust - Nice breakout
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mas start their actions with 3 investment managers, avanda investment management,
fullerton find maangement and jp morgan asset manager.
allocate $1.1b out of the $5b programme. these managers are forming their singapore investment funds. that means
the amount will be > $1.1b.
looks like the share price increased and activities start soon. no know which counters will be affected. but believe
the raised of any selected companies will cause money to spread out to other companies as those who sold will buy
other stocks not yet run.
overall everything will be 1 level higher.
Asset revaluation up later, interest rate down cycle. New hotel, pbsa, build for rental will all add to dps.Current dividend rate near 7%. Good for cpf investment. Later gain dividend gain unit price. Dyodd
Upward reversal :)
Good point. Best opportunity to get hold of the shorts. :)
pasttime ( Date: 17-Jul-2025 19:26) Posted:
just completed a study of the mas publish number of shorts.
comparing between 11 jun and 11 jul. found that shorts are covering in many counters.
for this cdl htrust from 23.9+m shorts to 16m shorts.
more glaring was uol they covered 2/3 of shorts positions . the results is share price go up.
quick don' t let the shorts run away. buy within your means to bite a piece of meat off the shorts.
dyodd |
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Dun say I never warn u all.. Rights issue/private placements coming soon for the payment
of the MOXY hotel. Issue rights at discount of 8 to10% of current share price.
Buy already everyday living in fear, fearing the dreaded fund raising annoucement is no joke.
luckyguy3 ( Date: 16-Jul-2025 00:15) Posted:
For CDL Htrust, Right issue/private placement/Preferential shares coming up as they need to raise fund which means
they will not privatise and this coming fund raising will be a drag on the share price.
If u look at Ascott fund raising from 2021-2023 u will know that share price will tank whenever
there is fund raising. eg: Share price of Ascott was > $1 then they annouced fund raising
around July 2023 and the share price tanked from > $1 to 88 cents ..
 
So share price of CDL Htrust will be under pressure due to the fund raising coming soon BUT if u think CDL HTrust is better than
Ascott and share price will go up instead then by all means, start loading CDL Htrust before they announce the fund raising.
luckyguy3 ( Date: 16-Jul-2025 00:05) Posted:
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just completed a study of the mas publish number of shorts.
comparing between 11 jun and 11 jul. found that shorts are covering in many counters.
for this cdl htrust from 23.9+m shorts to 16m shorts.
more glaring was uol they covered 2/3 of shorts positions . the results is share price go up.
quick don' t let the shorts run away. buy within your means to bite a piece of meat off the shorts.
dyodd
No need to fear unit placement. It may kog happen. If happen the dps will also be higher as Moxy is quality location and new hotel. Lower interest rate and sep f1 coming again.
pasttime ( Date: 29-Jun-2025 07:31) Posted:
raising hotel transacted price will have an impact on hotel valuations.
cdl htrust local hotel is about $2b currently. each increased in valuation by 10% will be $200m
if 20% is $400m . that is about moxy forward transacted price. maybe no need to sell anything also can happen.
really noone can keep eating without shitting. need to sell something.
since in agm q& a they said will improve qualities of asset maybe is time to sell older hotel like king hotel . shift more to stable income lower operating cost pbsa in uk.
pasttime ( Date: 27-Jun-2025 21:12) Posted:
16 may 25, business time reported that duxton hotel sold for $80m. so is 1.63m per key.
moxy forward purchase price was 1m per key. wonder if management will consider selling moxy.
this will removed the worry of some investors on need to raise new units. and also profit gain means immediate increased in dps or pay down debt level. 3 of this events are all poistive for unit price.
look forward to it happening.
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A steal at this price.
Sentiment is quite hard to explain sometimes. The sentiments surrounding City Dev turning for the better now. Let' s see how this flow down.
seanpent ( Date: 15-Jul-2025 14:01) Posted:
Is this ever under the privatisation radar ?
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For CDL Htrust, Right issue/private placement/Preferential shares coming up as they need to raise fund which means
they will not privatise and this coming fund raising will be a drag on the share price.
If u look at Ascott fund raising from 2021-2023 u will know that share price will tank whenever
there is fund raising. eg: Share price of Ascott was > $1 then they annouced fund raising
around July 2023 and the share price tanked from > $1 to 88 cents ..
So share price of CDL Htrust will be under pressure due to the fund raising coming soon BUT if u think CDL HTrust is better than
Ascott and share price will go up instead then by all means, start loading CDL Htrust before they announce the fund raising.luckyguy3 ( Date: 16-Jul-2025 00:05) Posted:
seanpent ( Date: 15-Jul-2025 14:01) Posted:
Is this ever under the privatisation radar ?
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seanpent ( Date: 15-Jul-2025 14:01) Posted:
Is this ever under the privatisation radar ?
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also mas $5b investment. please give to fund manager who will be willing to attack those good counter nothing
wrong but fiercely attack by shortist. sgx rule need to change to tell big shareholder who lend out to report lending immeditely or lower the qty need to report to like 100k shares loan out. bit by big percenttage. those give the big shareholders too much cover.
no need privatisation, this reits should recover soon.
reason.
even though us fed rate remains at around 4.5%
singapore sora has drop from 4+% to around 2%.
euro zone interest rate has also drop from 4+% to around 2%.
so is china, hk, japan all at very low rate.
so interest saving for their current year loan renewal should be good.
their pbsa, built to rent etc will produce more income.
so no privatisation if dps go back up is enough to force short covering to start. the low price is not
because of units holders selling, is the shortist actions to take advantage of few big buyers.
they keep using the moxy completion to fear people that there will be more units being issue.
so what if there is a rights issue. no want to come out with money just no subscribe. i want more . many others will want more.
there is no dilution as moxy will be a quality money producing asset.
they can also do a sell old hotel to rebuild into condo.
these hotels are in very good locations should command good price from developers.
the overall market looks like in a start of bull run. us interest rate sure to come down. many other zone already come down.
every day wait the price will recover more. cpf ordinary is best to invest as it is only paying 2.5%
dyodd
Quite unlikely
Is this ever under the privatisation radar ?
fed is expected to cut rates by 2 times this year and 6 times next year.
sora has already come down quite a bit.
all interest rate sensitive stock/reits will benefits.
If the hotels are under Capitaland , for example Ascotts.. yes I believe they will perform recycling of assets
, thats why Capitaland Ascotts is performing so much better than CDL Htrust.
CDL Htrust is a value trap I feel
pasttime ( Date: 29-Jun-2025 07:31) Posted:
raising hotel transacted price will have an impact on hotel valuations.
cdl htrust local hotel is about $2b currently. each increased in valuation by 10% will be $200m
if 20% is $400m . that is about moxy forward transacted price. maybe no need to sell anything also can happen.
really noone can keep eating without shitting. need to sell something.
since in agm q& a they said will improve qualities of asset maybe is time to sell older hotel like king hotel . shift more to stable income lower operating cost pbsa in uk.
pasttime ( Date: 27-Jun-2025 21:12) Posted:
16 may 25, business time reported that duxton hotel sold for $80m. so is 1.63m per key.
moxy forward purchase price was 1m per key. wonder if management will consider selling moxy.
this will removed the worry of some investors on need to raise new units. and also profit gain means immediate increased in dps or pay down debt level. 3 of this events are all poistive for unit price.
look forward to it happening.
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raising hotel transacted price will have an impact on hotel valuations.
cdl htrust local hotel is about $2b currently. each increased in valuation by 10% will be $200m
if 20% is $400m . that is about moxy forward transacted price. maybe no need to sell anything also can happen.
really noone can keep eating without shitting. need to sell something.
since in agm q& a they said will improve qualities of asset maybe is time to sell older hotel like king hotel . shift more to stable income lower operating cost pbsa in uk.
pasttime ( Date: 27-Jun-2025 21:12) Posted:
16 may 25, business time reported that duxton hotel sold for $80m. so is 1.63m per key.
moxy forward purchase price was 1m per key. wonder if management will consider selling moxy.
this will removed the worry of some investors on need to raise new units. and also profit gain means immediate increased in dps or pay down debt level. 3 of this events are all poistive for unit price.
look forward to it happening.
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The parent CDL itself having problem disposing assets, I doubt they have time for CDL HTrust. And their track record for
recycling assets not good. So selling Moxy is very unlikely. They have to resort to fund raising soon as Moxy will be completed soon.
RHB report
pasttime ( Date: 27-Jun-2025 21:19) Posted:
according to mas report there are 20m+ units shorted.
any potential of selling moxy will chase away these non units holders who come to take a free ride on us base on need to raise fund for moxy purchase. |
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