Frasers Hospitality Trust

Fraser Hospitality Trust (FRHO): Privatization + Recovery.

Equity Bottom-Up
433 Views, 20 May 2022 13:42
EXECUTIVE SUMMARY
  • Most of the countries that Frasers Hospitality Trust (FHT SP) has assets in have their borders already opened. 
  • The full impact of the reopening will only be seen in the subsequent quarters thus it is almost certain that next quarter's result will be better than the past one.
  • The upside from privatization is mostly priced in but the recovery of the business is real albeit potentially gradual. 
detail (4-minute read)
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