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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 Holdings1.2800.020
Avi-Tech Electronics0.3450.005
Best World Int.1.360-
China Sunsine1.140-0.010
CNMC GoldMine0.260-0.010
CSE Global0.470-
Eagle HTrust USD0.660-
Food Empire0.515-0.005
Golden Energy0.169-
GSS Energy0.0710.001
ISDN Holdings0.2150.005
JB Foods0.660-
KSH Holdings0.450-
Moya Asia0.063-0.002
Nordic Group0.270-
Oxley Holdings0.315-0.005
REX International0.0930.005
Sing Holdings0.385-
Straco Corp.0.720-0.020
Sunningdale Tech1.200-
Sunpower Group0.480-
The Trendlines0.0890.001
Tiong Seng0.200-
Uni-Asia Group0.715-
Yangzijiang Shipbldg0.940-0.010

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