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2021-09-01
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Meaningful recovery for hospitality sector likely in 2022: OCBC<blockquote>华侨银行：酒店业可能在2022年实现有意义的复苏</blockquote>
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Whilst Ascott posted a 95% distribution per unit growth in the first half, Far East and CDL lagged behind with a 7% growth and 19% contraction, respectively.</p><p><blockquote>华侨银行在其报告中研究了三个房地产投资信托基金的业绩：雅诗阁住宅信托基金(ART)、CDL酒店信托基金(CDLHT)和远东酒店信托基金(FEHT)。虽然雅诗阁上半年的单位分布增长了95%，但远东和CDL落后，分别增长了7%和收缩了19%。</blockquote></p><p> It noted that demand for hotels was still primarily supported by the government, as hotels serving as isolation facilities jumped to more than 90 as of 4 August from over 70 in May.</p><p><blockquote>报告指出，对酒店的需求仍然主要由政府支持，作为隔离设施的酒店从5月份的70多家跃升至8月4日的90多家。</blockquote></p><p> “Currently, six out of FEHT’s nine hotels, two out of ART’s three Singapore properties, and five out of CDLHT’s six Singapore hotels are on government isolation businesses. REIT Managers see a high likelihood that existing contracts would be extended in [the third quarter of 2021] as the COVID-19 situation remains fluid, and governments may still need some inventory of rooms for imported cases. These could continue to provide income support before an eventual recovery of the hospitality sector as Singapore progressively reopens its borders,” OCBC said.</p><p><blockquote>“目前，FEHT的九家酒店中有六家、ART的三家新加坡酒店中有两家以及CDLHT的六家新加坡酒店中有五家都在政府隔离业务中。房地产投资信托基金经理认为，现有合同很有可能在[第三季度]延长2021年]由于COVID-19局势仍然不稳定，政府可能仍需要一些房间库存来应对输入病例。随着新加坡逐步重新开放边境，在酒店业最终复苏之前，这些可能会继续提供收入支持，”华侨银行表示。</blockquote></p><p> It flagged as a potential downside risk of more COVID-19 infections due to the Delta variant.</p><p><blockquote>由于德尔塔变异毒株，它被标记为更多COVID-19感染的潜在下行风险。</blockquote></p><p> Potential growth drivers include high vaccination rates, the vaccinated travel lanes with Germany and Brunei starting 8 September, and the lifting of border restrictions for visitors from Hong Kong and Brunei.</p><p><blockquote>潜在的增长动力包括高疫苗接种率、从9月8日开始与德国和文莱的疫苗接种旅行通道，以及取消对来自香港和文莱的游客的边境限制。</blockquote></p><p> “As governments step up immunisation efforts both locally and globally, Singapore is likely to reopen its borders to more destinations in a careful and calibrated manner. Whilst visitor arrivals may remain muted in the near term as vaccination rates and border measures vary in countries, we believe the reopening of borders marks a measured start to the resumption of air travel, aiding the recovery of the hospitality sector, barring the risks of a potential spike in Delta variant cases,” OCBC said.</p><p><blockquote>“随着新加坡政府在本地和全球加强免疫接种工作，新加坡可能会以谨慎和校准的方式向更多目的地重新开放边境。虽然由于各国疫苗接种率和边境措施各不相同，短期内游客抵达量可能保持沉默，但我们相信，重新开放边境标志着航空旅行恢复的有分寸开始，有助于酒店业的复苏，同时排除德尔塔变异毒株病例可能激增的风险，”华侨银行表示。</blockquote></p><p></p>","source":"lsy1618986048053","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Meaningful recovery for hospitality sector likely in 2022: OCBC<blockquote>华侨银行：酒店业可能在2022年实现有意义的复苏</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMeaningful recovery for hospitality sector likely in 2022: OCBC<blockquote>华侨银行：酒店业可能在2022年实现有意义的复苏</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Singapore Business</strong><span class=\"h-time small\">2021-09-01 10:25</span>\n</p>\n</h4>\n</header>\n<article>\n<p> <i><b>OCBC Investment Research expects hospitality REITs to post stronger second-half results.</b></i> Despite a mixed back of results from top hospitality REITs in the first half of the year, OCBC Investment Research expects stronger overall results from the hospitality sector in the second half (H2).</p><p><blockquote><i><b>华侨银行投资研究部预计酒店房地产投资信托基金下半年业绩将更加强劲。</b></i>尽管上半年顶级酒店房地产投资信托基金的业绩好坏参半，但华侨银行投资研究部预计下半年（H2）酒店行业的整体业绩将更加强劲。</blockquote></p><p> Moreover, OCBC said meaningful recovery would finally be apparent next year.</p><p><blockquote>此外，华侨银行表示，明年将最终出现有意义的复苏。</blockquote></p><p> “With increasing vaccination rates and further easing of restrictions, we could see a better H2 2021 and expect the recovery momentum to continue into 2H21, although a more meaningful recovery would likely happen in 2022, following the resumption of travel confidence,” OCBC Investment Research said in a report.</p><p><blockquote>华侨银行Investment Research表示：“随着疫苗接种率的提高和限制的进一步放松，我们可能会在2021年下半年看到更好的情况，并预计复苏势头将持续到2021年下半年，尽管在旅行信心恢复后，2022年可能会出现更有意义的复苏。”在一份报告中表示。</blockquote></p><p> OCBC looked into the results of three REITs in their report: Ascott Residence Trust (ART), CDL Hospitality Trusts (CDLHT), and Far East Hospitality Trust (FEHT). Whilst Ascott posted a 95% distribution per unit growth in the first half, Far East and CDL lagged behind with a 7% growth and 19% contraction, respectively.</p><p><blockquote>华侨银行在其报告中研究了三个房地产投资信托基金的业绩：雅诗阁住宅信托基金(ART)、CDL酒店信托基金(CDLHT)和远东酒店信托基金(FEHT)。虽然雅诗阁上半年的单位分布增长了95%，但远东和CDL落后，分别增长了7%和收缩了19%。</blockquote></p><p> It noted that demand for hotels was still primarily supported by the government, as hotels serving as isolation facilities jumped to more than 90 as of 4 August from over 70 in May.</p><p><blockquote>报告指出，对酒店的需求仍然主要由政府支持，作为隔离设施的酒店从5月份的70多家跃升至8月4日的90多家。</blockquote></p><p> “Currently, six out of FEHT’s nine hotels, two out of ART’s three Singapore properties, and five out of CDLHT’s six Singapore hotels are on government isolation businesses. REIT Managers see a high likelihood that existing contracts would be extended in [the third quarter of 2021] as the COVID-19 situation remains fluid, and governments may still need some inventory of rooms for imported cases. These could continue to provide income support before an eventual recovery of the hospitality sector as Singapore progressively reopens its borders,” OCBC said.</p><p><blockquote>“目前，FEHT的九家酒店中有六家、ART的三家新加坡酒店中有两家以及CDLHT的六家新加坡酒店中有五家都在政府隔离业务中。房地产投资信托基金经理认为，现有合同很有可能在[第三季度]延长2021年]由于COVID-19局势仍然不稳定，政府可能仍需要一些房间库存来应对输入病例。随着新加坡逐步重新开放边境，在酒店业最终复苏之前，这些可能会继续提供收入支持，”华侨银行表示。</blockquote></p><p> It flagged as a potential downside risk of more COVID-19 infections due to the Delta variant.</p><p><blockquote>由于德尔塔变异毒株，它被标记为更多COVID-19感染的潜在下行风险。</blockquote></p><p> Potential growth drivers include high vaccination rates, the vaccinated travel lanes with Germany and Brunei starting 8 September, and the lifting of border restrictions for visitors from Hong Kong and Brunei.</p><p><blockquote>潜在的增长动力包括高疫苗接种率、从9月8日开始与德国和文莱的疫苗接种旅行通道，以及取消对来自香港和文莱的游客的边境限制。</blockquote></p><p> “As governments step up immunisation efforts both locally and globally, Singapore is likely to reopen its borders to more destinations in a careful and calibrated manner. Whilst visitor arrivals may remain muted in the near term as vaccination rates and border measures vary in countries, we believe the reopening of borders marks a measured start to the resumption of air travel, aiding the recovery of the hospitality sector, barring the risks of a potential spike in Delta variant cases,” OCBC said.</p><p><blockquote>“随着新加坡政府在本地和全球加强免疫接种工作，新加坡可能会以谨慎和校准的方式向更多目的地重新开放边境。虽然由于各国疫苗接种率和边境措施各不相同，短期内游客抵达量可能保持沉默，但我们相信，重新开放边境标志着航空旅行恢复的有分寸开始，有助于酒店业的复苏，同时排除德尔塔变异毒株病例可能激增的风险，”华侨银行表示。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://sbr.com.sg/hotels-tourism/in-focus/meaningful-recovery-hospitality-sector-likely-in-2022-ocbc\">Singapore Business</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://sbr.com.sg/hotels-tourism/in-focus/meaningful-recovery-hospitality-sector-likely-in-2022-ocbc","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170712764","content_text":"OCBC Investment Research expects hospitality REITs to post stronger second-half results.\n\nDespite a mixed back of results from top hospitality REITs in the first half of the year, OCBC Investment Research expects stronger overall results from the hospitality sector in the second half (H2).\nMoreover, OCBC said meaningful recovery would finally be apparent next year.\n“With increasing vaccination rates and further easing of restrictions, we could see a better H2 2021 and expect the recovery momentum to continue into 2H21, although a more meaningful recovery would likely happen in 2022, following the resumption of travel confidence,” OCBC Investment Research said in a report.\nOCBC looked into the results of three REITs in their report: Ascott Residence Trust (ART), CDL Hospitality Trusts (CDLHT), and Far East Hospitality Trust (FEHT). Whilst Ascott posted a 95% distribution per unit growth in the first half, Far East and CDL lagged behind with a 7% growth and 19% contraction, respectively.\nIt noted that demand for hotels was still primarily supported by the government, as hotels serving as isolation facilities jumped to more than 90 as of 4 August from over 70 in May.\n“Currently, six out of FEHT’s nine hotels, two out of ART’s three Singapore properties, and five out of CDLHT’s six Singapore hotels are on government isolation businesses. REIT Managers see a high likelihood that existing contracts would be extended in [the third quarter of 2021] as the COVID-19 situation remains fluid, and governments may still need some inventory of rooms for imported cases. These could continue to provide income support before an eventual recovery of the hospitality sector as Singapore progressively reopens its borders,” OCBC said.\nIt flagged as a potential downside risk of more COVID-19 infections due to the Delta variant.\nPotential growth drivers include high vaccination rates, the vaccinated travel lanes with Germany and Brunei starting 8 September, and the lifting of border restrictions for visitors from Hong Kong and Brunei.\n“As governments step up immunisation efforts both locally and globally, Singapore is likely to reopen its borders to more destinations in a careful and calibrated manner. Whilst visitor arrivals may remain muted in the near term as vaccination rates and border measures vary in countries, we believe the reopening of borders marks a measured start to the resumption of air travel, aiding the recovery of the hospitality sector, barring the risks of a potential spike in Delta variant cases,” OCBC said.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":382,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/816365148"}
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