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| Group photo with CDL Htrust |
What happens when one of Singapore's largest hospitality trusts trades at a steep discount to its asset value? I recently sat down with CEO Vincent Yeo and the team at the SIAS "Stocks on the Move" session to find out. With a S$3.5 billion portfolio spanning 8 countries and a new turnkey Lifestyle Moxy hotel on the horizon at Clarke Quay, the story is more nuanced than the share price suggests.
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| View from W hotel at Sentosa Cove |
Here are my 3 key takeaways for investors watching this space.
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Connect @ ohlh@phillip.com.sg