CDL Hospitality Trusts - RHB Research 2025-09-24: Navigating Market Challenges

• CDL Hospitality Trusts (SGX:J85) has been impacted by the competitive Singapore hospitality landscape and muted demand outlook. Overseas market contribution has been a mixed bag and impacted by FX volatility.
• - Read this at SGinvestors.io -
• While CDL Hospitality Trusts's share price is trading at a good discount to NAV, we see limited catalysts to bridge the NAV gap as overall returns remain sub-par.

Hospitality (SG) outlook remains muted in 2H, but set to rebound in 2026.

• - Read this at SGinvestors.io -
• The outlook for 3Q remains soft with the Singapore Grand Prix this year being held in October instead of end-September. However, we expect a stronger RevPAR recovery in 2026 by 3-6% with supply tapering off and a stronger event calendar.

Overseas markets outlook.

• Read more at SGinvestors.io.

Above is an excerpt from a report by RHB Securities Research.
Clients of RHB may be the first to access the full PDF report @ https://www.rhbtradesmart.com/.

Read also RHB's most recent report:
2026-02-02 CDL Hospitality Trusts - Improving Outlook; Upgrade To BUY.

Price targets by 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