City Lodge Hotels (JSE: CLH) share price, discussion & sentiment

CLH slipping 0.71% to R4.19 today, though the hospitality recovery narrative remains intact if leisure travel picks up post-summer.

CLH bouncing back to R425 with that 1.67% gain today, which is encouraging after the hospitality sector's rough patch. Haven't seen a fresh SENS announcement this morning though, so I'm curious what's driving the uptick. Could be profit-taking ahead of earnings or just sentiment

City Lodge sitting at R425 after today's modest pop, but I'm curious whether the hospitality recovery narrative holds if we see further rand weakness and international travel demand cools. At current valuations, does the dividend yield justify the cyclical exposure given the NHI

Taking a modest position in CLH at R421 despite today's 2.77% selloff, as the yield floor from elevated gilt rates is finally pricing in mean reversion risk for hospitality REITs, though I'm monitoring NIM compression across the lodging book closely given our current 10-year real

CLH up 2.84% to R434 today, but the hospitality recovery narrative is hitting headwinds that Tsogo Sun (TSH) and Stoneridge Investment Partners haven't fully priced in. With NHI implementation uncertainty spooking domestic leisure travel demand and government's SOE spending cuts

CLH trading at 433 rand with a negligible 70 basis point gain today, yet hospitality peers like Tsogo Sun remain structurally hamstrung by balance sheet leverage and margin compression that CLH's asset-light franchising model helps it sidestep. The real comparison sits with diver

City Lodge's recovery trajectory hinges on sustained occupancy rates and pricing power as corporates normalize travel patterns, but the structural shift toward remote working and Airbnb competition means we can't assume pre-pandemic volumes return to justify current multiples. Th

CLH trading down 0.91% today is hardly surprising given the structural headwinds in the hospitality sector, though I'd note that the leisure and business travel recovery narratives have become increasingly disconnected from balance sheet realities. Coming from a credit perspectiv

CLH down 0.91% today to R436, which is predictable noise given hospitality's lingering headwinds, but the real question for me is whether their balance sheet can handle further capex while maintaining distribution yields that justify the premium valuation.

CLH at R445 is holding its ground today with that modest 1.14% gain, but I'm more interested in how it stacks against Tsogo Sun. Both hospitality plays are grappling with similar headwinds from weak domestic demand, yet CLH's balance sheet appears leaner which matters when capita

Trimmed CLH at R450 after the 3% pop, but the hospitality recovery thesis remains intact pending Q4 occupancy data. Valuation at 0.8x book feels fair given cyclical peak risk, so holding core position while taking profits on momentum.

CLH down 1.59% to R432 - underwhelming when you consider the retail tailwinds we're seeing elsewhere, starting to wonder if there's something specific weighing on this one.

CLH jumping 3.5% to R441 but the PE is still stretched at these levels. Demand for their products hasn't warranted this valuation yet.

CLH at R439 is still playing catch-up after that rough 2023, but the furniture cycle should eventually turn and these guys have the balance sheet to survive the slog. If they can actually execute on cost control while waiting for consumer spending to normalize, there's upside her

CLH at R425 is basically flat after yesterday's dip, but the real question is whether this consumer play can actually grow earnings when retail spending stays this weak. PnP and Shoprite already squeezed margins to death, so where's the juice coming from for a holding company exp