CapitaLand Ascott Trust - UOB Kay Hian 2025-07-30: Portfolio Reconstitution Through Expansion In Living Sector & AEI

• CapitaLand Ascott Trust provides 2026 distribution yield of 7.0%. It continues to execute its portfolio reconstitution strategy and planned three additional AEIs, bringing the total number of AEIs to five. It is defensive due to its lean cost structure and average length of stay of two months.

1QFY26 Results

• - Read this at SGinvestors.io -
• 1H24 performance was also inflated by other income of S$6.3m from outstanding rent and damages relating to master lease for Park Hotel Clarke Quay in Singapore.

Growth from AEI and higher occupancies.

• - Read this at SGinvestors.io -
• Growth was crimped by depreciation of foreign currencies against the strong S$.

Australia: Growth from sporting events.

• Read more at SGinvestors.io.

Above is an excerpt from a report by UOB Kay Hian Research.
Clients of UOB Kay Hian may be the first to access the full PDF report @ https://www.utrade.com.sg/.

Previous report by UOB:
2025-01-28 CapitaLand Ascott Trust - Portfolio Reconstitution Starting To Bear Fruit.

Price targets by 3 other brokers at CapitaLand Ascott Trust Target Prices.

Listing of research reports at CapitaLand Ascott Trust Analyst Reports.

Relevant links:
CapitaLand Ascott Trust Share Price History,
CapitaLand Ascott Trust Announcements,
CapitaLand Ascott Trust Dividend Payout Dates & Corporate Actions,
CapitaLand Ascott Trust News