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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.
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.
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
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
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.
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.
This laggard shld recover
A question of when
A question of when
pasttime ( Date: 26-Oct-2025 07:29) Posted:
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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.
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.
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.
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.
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.
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.
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.
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
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
Best they do it with deeply discounted rights for existing shareholders, and not private placements.
luckyguy3 ( Date: 24-Oct-2025 22:32) Posted:
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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.
So share price will drop accordingly.
Goldfinger ( Date: 24-Oct-2025 21:11) Posted:
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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.
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.
humongous fee charged. not just it' s like that lor.
pasttime ( Date: 24-Oct-2025 14:30) Posted:
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Scheduled Date For Release Of Operational Update For The Third Quarter And Nine Months Period Ending 30 September 2025
https://investor.cdlht.com/news.html/id/2580520
Delvyss ( Date: 03-Oct-2025 09:18) Posted:
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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.
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.
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.
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.
At last, its lagged has been taken noticed of.
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.
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.
Ascott rocketing.
Still take own sweet time?
Still take own sweet time?
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