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Ascott Residence Trust

DPU accretive deal to enlarge asset base by one-third SINGAPORE | REAL ESTATE (HOSPITALITY) | UPDATE


 Proposed ART-AHT merger to be 2.5% DPU accretive and NAV neutral.

 Enlarged presence in APAC region - Australia (+9ppts) and Japan (+5ppts). Debt headroom will increase from c.S$850mn to c.S$1bn.

 The combined entity will be the largest hospitality trust in APAC and eighth largest trust globally, facilitating index inclusion.

 Downgrade to ACCUMULATE due to recent share price appreciation. Target price of $1.36 unchanged.


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Alpha Picks: Meaningful Changes To Our Portfolio


Our portfolio rose 6.8% mom as June clawed back most of May’s 7.5% mom decline. We have made some meaningful changes to our portfolio by adding CDL Hospitality Trust as a long idea, and Venture and SATS as short ideas. We also removed CCT, OCBC and SPH from the portfolio.


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CapitaLand Group


Game changing moves

• Liang Court investment could prove to be a S$3.0bn opportunity

• Funan – engaging shoppers enabled by technology

• Merger of ART and AHT to herald a new dawn for the group

• REITs to see further rise on acquisitions and low interest rates


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Singapore Airlines Group


No smoke without fire

• SIA Engineering’s share price spike seems to be indicating the possibility of privatisation by parent SIA

• M&A/privatisation activities have gained momentum of late in the Singapore market

• SIA has enough firepower to effect the deal, which should be accretive to SIA at the right price

• Upgrade SIA Engineering stock to BUY with a revised TP of S$3.01, after factoring in privatisation premium


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LionelLim8.16Check out our compilation of Target Prices

Share Prices

Counter NameLastChange
AEM Holdings1.710-0.100
Avi-Tech Electronics0.375-
Best World Int.1.360-
China Sunsine1.030-0.010
CNMC GoldMine0.260-0.005
CSE Global0.5300.010
Eagle HTrust USD0.4650.010
Food Empire0.540-
Golden Energy0.167-0.001
GSS Energy0.1030.009
ISDN Holdings0.215-0.010
JB Foods0.650-0.010
KSH Holdings0.465-
Moya Asia0.070-0.001
Nordic Group0.280-0.005
Oxley Holdings0.345-0.010
REX International0.1990.006
Sing Holdings0.3900.005
Straco Corp.0.730-
Sunningdale Tech1.240-0.030
Sunpower Group0.525-0.005
The Trendlines0.092-0.001
Tiong Seng0.205-
Uni-Asia Group0.730-0.010
Yangzijiang Shipbldg0.980-

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