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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 Holdings1.1300.030
Alliance Mineral0.125-0.003
Anchor Resources0.014-
Avi-Tech Electronics0.2850.015
Best World Int.1.360-
China Sunsine1.1400.010
CSE Global0.480-0.005
Food Empire0.495-
Geo Energy0.157-
Golden Energy0.2050.005
GSS Energy0.0840.003
ISDN Holdings0.235-
KSH Holdings0.420-
Moya Asia0.076-
Nordic Group0.2900.005
Oxley Holdings0.330-
REX International0.0680.001
Sing Holdings0.405-
Sino Grandness0.0500.004
Straco Corp.0.755-0.005
Sunningdale Tech1.4000.010
Sunpower Group0.480-
The Trendlines0.078-0.002
Tiong Seng0.230-
Uni-Asia Group0.7550.010
XMH Holdings0.153-
Yangzijiang Shipbldg1.5200.010

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