Frasers Hospitality Trust Watchlist
Fraser Hospitality Trust (FRHO): Privatization + Recovery.
433 Views, 20 May 2022 13:42
- 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.