CDL Hospitality Trusts - DBS Research 2025-07-31: A Recovery In Sight

• CDL Hospitality Trusts’ 1H2025 results missed expectations, with CDL Hospitality Trusts' distribution per Stapled Security (DPS) declining 21.1% y-o-y to 1.98 cents amid a 11.9% drop in net property income (NPI) to S$ 58.6mil.
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• Meanwhile, the UK and Japan assets showed resilience, with UK NPI up 13.1% y-o-y—bolstered by inorganic contributions from The Castings, Benson Yard, and Hotel Indigo Exeter—and Japan recording an 11.4% NPI uplift on the back of RevPAR gains, on the back of positive fundamentals. However, increased interest costs (+4.3% y-o-y) was due to UK acquisitions and higher borrowing costs for BTR asset, The Castings.
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Forward outlook hinges on asset stabilisation and interest rate tailwinds, but risks remain

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Above is an excerpt from a report by DBS Group Research.
Clients of DBS may access the full PDF report @ https://www.dbs.com/insightsdirect/.

Read also DBS's most recent report:
2025-10-30 CDL Hospitality Trusts - Riding The Upward Travel Momentum.

Price targets by 2 other brokers at CDL Hospitality Trusts Target Prices.

Listing of research reports at CDL Hospitality Trusts Analyst Reports.

Relevant links:
CDL Hospitality Trusts Share Price History,
CDL Hospitality Trusts Announcements,
CDL Hospitality Trusts Dividend Payout Dates & Corporate Actions,
CDL Hospitality Trusts News