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The hospitality REIT stocks a good place to be to benefit from Sing tourism. And genting shiok too
They will benefit from strengthening of Chinese economy if there are Trade Deals with the USA and also interest cost savings, as well as any potential easing of the SGD from monetary policy.
pasttime ( Date: 18-Sep-2025 09:51) Posted:
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fed reduce rate by 1/4 . and see 2 more coming.
very good for this trust. lots of interest cost saving.
immediately their hotel asset also become more appealing for people who want to buy.
china national day + mid autumn festival holiday week. 1 oct to 8 oct holidays travel for china.
f1 - 3,4,5, oct.
also deepavali 20 oct.
now not much interest in this trust. only shorts actions and holding to cover. time to buy cheap for good gain later.
dyodd
very good for this trust. lots of interest cost saving.
immediately their hotel asset also become more appealing for people who want to buy.
china national day + mid autumn festival holiday week. 1 oct to 8 oct holidays travel for china.
f1 - 3,4,5, oct.
also deepavali 20 oct.
now not much interest in this trust. only shorts actions and holding to cover. time to buy cheap for good gain later.
dyodd
moxy is not a spend but a good investment. in capital value if they sell now probably already make many millions.
if not at 475 keys. if they perform the average of rest of cdl htrust ie. 73.2% occupancy revpar 165
then 475 keys will yield 475x0.732x165x365= 20.9m
ie the income flow increased by $20+m. suspect it will be more as it is a new hotel and in attractions area.
if they care to sell off older hotel for redevelopment like moxy arangement then no need to raise new units.
only shorts keep fear people with new units issue. so what if new units issue. if no like just sell away the rights if
new units issue is offered.
if not at 475 keys. if they perform the average of rest of cdl htrust ie. 73.2% occupancy revpar 165
then 475 keys will yield 475x0.732x165x365= 20.9m
ie the income flow increased by $20+m. suspect it will be more as it is a new hotel and in attractions area.
if they care to sell off older hotel for redevelopment like moxy arangement then no need to raise new units.
only shorts keep fear people with new units issue. so what if new units issue. if no like just sell away the rights if
new units issue is offered.
fund raising coming.. should be rights issue or private placement for it' s Moxy hotel.
That why so many short positions. Once fund raising announced, share price 99.9% sure
drop becos usually rights issue or private placement will be at discount to market price
That why so many short positions. Once fund raising announced, share price 99.9% sure
drop becos usually rights issue or private placement will be at discount to market price
pasttime ( Date: 01-Sep-2025 18:05) Posted:
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with interest rate more likely to cut. we are in interest rate down cycle.
is it time to roast the shortist?
according to mas report. > 20m shares shorted. wonder where they going to get the shares to cover.
bull lets gather to hit them.
is it time to roast the shortist?
according to mas report. > 20m shares shorted. wonder where they going to get the shares to cover.
bull lets gather to hit them.
Just a question of when .....
Delvyss ( Date: 13-Aug-2025 16:21) Posted:
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Success of FHT privatisation offer this time round - CDL will learn from that in thinking what price it might offer for CDLHT.
Game plan for CDL and CDLHT to extract value from Delfi Orchard
https://www.theedgesingapore.com/capital/investing-ideas/game-plan-cdl-and-cdlht-extract-value-delfi-orchard
CDL and CDLHT reignite value extraction strategy: DBS
https://www.theedgesingapore.com/capital/brokers-calls/cdl-and-cdlht-reignite-value-extraction-strategy-dbs
CDL Hospitality Trusts H1 DPS falls 21.1% to S$0.0198
Revenue stands at S$125.1 million, down 1.8% from the same period the year before
[SINGAPORE] The distribution per stapled security (DPS) for CDL Hospitality Trusts (CDLHT) : J85 -2.94% fell 21.1 per cent to S$0.0198 for the first half ended Jun 30, from S$0.0251 in the previous corresponding period.
This comes as the total distribution to stapled security holders fell 20.2 per cent to S$25.1 million from S$31.4 million in the H1 of last year.
Net property income (NPI) fell 11.9 per cent to S$58.6 million for H1 2025, from S$66.5 million in the previous corresponding period.
Its S$7.9 million net NPI decline was largely driven by ongoing room renovations at the W Singapore - Sentosa Cove, which accounted for a S$3.2 million drop. These renovations are set to be completed by early 2026.
Revenue declined 1.8 per cent to S$125.1 million after most portfolio markets outside the UK, Japan and Australia performed worse, the trust&rsquo s managers said on Wednesday (Jul 30).
Revenue per available room (RevPar) came in mixed across the stapled group&rsquo s portfolio. Its Singapore, New Zealand, Maldives, UK and Italy markets logged declines, while its Australia, Japan, and Germany markets experienced growth.
The group&rsquo s core Singapore market NPI fell 20.9 per cent to S$30.2 million, from S$38.3 million in H1 of the 2024 financial year. This came alongside lower RevPar, which fell 14.2 per cent to S$165 from S$193. Occupancy for the Singapore hotels was down 5.2 percentage points at 73.2 per cent for the latest H1, from 78.4 per cent previously.
The RevPar for CDLHT&rsquo s Singapore hotels was weighed down by a strong base effect when compared with the previous year&rsquo s H1, when there was strong demand from large-scale events. It was also affected by subdued corporate demand, owing to global and economic uncertainties and exacerbated by tariff concerns, said the managers. They added that room renovations at W Singapore also played a part in the drop.
The declines for the Singapore portfolio came despite visitor arrivals to the city-state rising 1.9 per cent in H1 2025 from the year-ago period to 8.3 million.
As at Jun 30, CDLHT&rsquo s gearing stood at 42 per cent.
Poised to benefit from more favourable rates
CDLHT is poised to benefit from a potentially more favourable rate environment due to its &ldquo low fixed to floating debt profile&rdquo and &ldquo interest rate hedging strategy&rdquo , said Vincent Yeo, chief executive officer of CDLHT&rsquo s managers.
&ldquo Capital recycling remains an integral part of our strategy to unlock value and reinforce portfolio resilience,&rdquo he added.
MrBear12 ( Date: 30-Jul-2025 08:49) Posted:
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let the short win for a while. eat them later.
Still okay.
Business is still profitable.
Just have to endure the low payouts for the moment.
Recovery shld be soon.
Better than many unprofitable companies.
Business is still profitable.
Just have to endure the low payouts for the moment.
Recovery shld be soon.
Better than many unprofitable companies.
luckyguy3 ( Date: 30-Jul-2025 07:57) Posted:
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DPU dropped 21%... gone case
result soon at month end. think it will be better as pbsa and rental should bring in more money.
no know how much loan has been renewed at lower interest rate.
if they can annouce a sale of older hotel to any developer for redevelopment into condo etc
will lift the price back towards 160.
no know how much loan has been renewed at lower interest rate.
if they can annouce a sale of older hotel to any developer for redevelopment into condo etc
will lift the price back towards 160.
Inject some good assets into this one from mamma, then this will fly.
pasttime ( Date: 25-Jul-2025 14:53) Posted:
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the mother city dev run so much. hope they can remember to come pull this child along soon.
845 turned support.
Next divvy Aug 2025?
Next divvy Aug 2025?
This one?
https://www.channelnewsasia.com/singapore/mas-three-asset-managers-5-billion-fund-support-sgx-stock-market-5248881
https://www.channelnewsasia.com/singapore/mas-three-asset-managers-5-billion-fund-support-sgx-stock-market-5248881
pasttime ( Date: 21-Jul-2025 23:36) Posted:
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