The Hidden Numbers in CDL Hospitality Trusts 2H FY 2025: Decoding the 0.32¢ Distribution |🦖EP1403
🟩 CDL Hospitality Trusts (SGX: J85) just popped after its 2H 2025 results, and many income investors are now stuck on one stressful question: is this the start of a real recovery, or just a “dead cat bounce” that fades when travel demand cools and new hotel supply hits Singapore in 2026?
In this episode, Iggy breaks down what the headlines miss—starting with the one hotel REIT metric that can quietly predict your next distribution: RevPAR. Then we run CDLHT through a simple, repeatable framework (Health Check, Wealth Check, Price Check, Future Check) to see what the balance sheet, payout quality, valuation discount, and refinancing risk are really saying.
Read the full in-depth article with video at
YOUTUBE ➡️ https://youtu.be/GAnho0JGlXU
SUBSTACK ➡️ https://open.substack.com/pub/investingiguana/p/the-hidden-numbers-in-cdl-hospitality?r=5enmf1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
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