Buy @ $0.69
Didn't expect it to get done when I put it in the Buy Q…. So far, the Hospitality Trusts had reported weaker DPU (except for FE-HTrust YoY),
- CDL-HTrust : 2.22ct vs 2.44ct YoY vs 3.01ct QoQ
- Hotels : Singapore (61%), Australia (11.5%) ; Maldives (10.9%) ; NZ (8.5%) ; Japan (4.3%) ; UK (3.9%) by NPI
- FHT : 1.3306ct vs 1.37ct YoY vs 1.72ct QoQ
- Hotels (60.7%) ; Serviced Apt (39.3%) : Australia (31%) ; Singapore (29%) ; UK (15%) ; Japan (16%) by NPI
- FE-HTrust : 1.08ct vs 1.07ct YoY vs 1.17ct QoQ
- Hotels (65.5%) ; Commercial (21%) ; Serviced Apt (13.5%) by Revenue
Not the best comparison but my expectation for A-HTrust (Hotels : Australia 58% ; Japan 20% ; Singapore 14% ; China 8% by NPI) is now one notch lower at max DPU = 2.8ct (from 2.9ct)… 😀