Hospitality REITS are the flavour of the month with F1 race ...
Hospitality REITS are the flavour of the month with F1 race in town. Find out which of the 2 Singapore focused REITS i prefer as I compare them across key matrices. $Far East HTrust(Q5T.SG$ $CDL HTrust(J85.SG$
1) which REIT will benefit more from a higher REVPAR for Singapore hotels?
2) which Reit is trading at a larger discoint to its asset?
3) which REIT is safer in terms of leverage?
4) which REIT is better positioned in a rising interest rate environment?
these, and many more other key matrices. Find out more in my article, link below
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Deep Sea : The figures for shares outstanding for both trusts are wrong. Far east HTrust got more shares than CDL HTrust. U can check the figures at SGX, the official website. The figures from moomoo are wrong.
Far east HTrust: 2B shares
CDL HTrust: 1.24B shares.
Deep Sea : To get accurate statistics, it’s best to find out from SGX website.
Deep Sea : CDL HTrust has a global presence while Far East HTrust is only concentrated in SG. If the portfolio is only concentrated in one country, it can be very risky. The revenue is not diversified from different countries. If the tourists don’t come to SG or lesser in numbers turn up, the revenue will drop drastically and can even make a loss in profit. On the other hand, if the portfolio is global, the revenue is coming from different countries and not dependent on one country for a living. Nowadays, investors and funds are looking at whether the listed companies have business expansion overseas and prefer to own this kind of businesses. A frog in the well won’t do well in the long term and revenue won’t expand. This is my view. DYODD.
71289929 : I'm guessing$CDL HTrust (J85.SG)$
101822670 : currently only sg properties are doing well. those expose to overseas properties are still very bad and the exchange loss due to strong SGD and weak foreign currencies. so for NOW Far East HTrust is better choice. can switch to more diversify later when global counters are more stable. look at manualife reit USD and Prime reit USD, they are lossing big.