ShareJunction - Member Posts

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😁 😁 I won't since I am not aware.

I will only regret for those i study monitor but still miss the boat.

davidoch ( Date: 10-Mar-2017 15:05) Posted:

You might be regret later...TP 0.1 . either issue bonus share or CD too mcuh profit don' t know what to do...

earlybird14 ( Date: 10-Mar-2017 14:01) Posted:

Penny again? No thanks

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Penny again? No thanks

davidoch ( Date: 10-Mar-2017 13:43) Posted:

Tt & bird bird,
Give u one kangtao _ imperium crown

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Depends on your broker accounts.

I have usd in my account, so I bought usd without conversion loss.

If you buy usd hph, pay with sgd, they will use their conversion rate.

So don't want to suffer the conversion loss, just buy sgd.

To highlight below just to tell him if usd up sgd hph will up more. If usd down, sgd hph will down more. Based on transaction volume, key transaction platform shall be usd hph trust.

sheerluck ( Date: 10-Mar-2017 13:49) Posted:

Can buy in USD and sell in SGD? Conisder same or different contract?

earlybird14 ( Date: 10-Mar-2017 13:32) Posted:

Buy with usd or buy with sgd.

If u think usd will be up buy sgd

If you think usd will be down buy usd

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Buy with usd or buy with sgd.

If u think usd will be up buy sgd

If you think usd will be down buy usd.

yagami ( Date: 10-Mar-2017 13:30) Posted:

sorry what is the different between HPH SGD and USD?

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bumitama up up up.

Time to turn indofood Agri after supporting at 52.

Hopefully this time will be a strong one

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Share price valued by earning power instead of book value. There are many China s chip with fantastic book value, Swiber before liquidation book value and Facebook book value at begin stage are super low.

I have stated my intention of those post. Individual hold own view. My assumption of deal not going through may not happen, so you may not see the price back to 2 dollars

But if did happen, let's see what happen to share price. I hope the deal to go through so long as price higher than 2.7.

Integrity ( Date: 10-Mar-2017 09:33) Posted:

U have to understand many stocks like GLP are undervalued and only throught M& A then market will reflect their realistic price. Even if the deal does not goes through, the price will maintain around book value.

earlybird14 ( Date: 10-Mar-2017 09:24) Posted:

I understand fully understand your today optimistic since there are bidders there to buy.

But before that when GLP below 2. Nobody has such optimistic since dividend average lower than sgx bluechips and the way GLP record 1 time gain profit from every assets purchased or construct. Except HDB bto in the market, once purchase, you will receive assets gain due to gov sell below market open price. But condo and other property where got such for sure thing.

Too much assets gain recorded will be a set back for future asset impairment loss recorded.

Anyway, not point to argue all these since I am not here to say GLP no worth 2.7 dollars since there are bidders. My stand point is GIC must sell, deal must go through to sell at best price with best valuation. If deal fail, everyone will be back from heaven down to ground with around 2 dollars

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I understand fully understand your today optimistic since there are bidders there to buy.

But before that when GLP below 2. Nobody has such optimistic since dividend average lower than sgx bluechips and the way GLP record 1 time gain profit from every assets purchased or construct. Except HDB bto in the market, once purchase, you will receive assets gain due to gov sell below market open price. But condo and other property where got such for sure thing.

Too much assets gain recorded will be a set back for future asset impairment loss recorded.

Anyway, not point to argue all these since I am not here to say GLP no worth 2.7 dollars since there are bidders. My stand point is GIC must sell, deal must go through to sell at best price with best valuation. If deal fail, everyone will be back from heaven down to ground with around 2 dollars.

kerier ( Date: 09-Mar-2017 23:17) Posted:

Yes GLP does not pay fantastic dividends at this time because it is still acquiring and developing assets around the world. Of course funds are smart enough not to look at non-recurring valuation gains and this is also clearly segregated and presented in GLP' s financials. The attractiveness of GLP to the market is that the world is now turning to e-commerce more than ever, Alibaba, Taobao, JD.com, Amazon.com, Lazada etc... These folks need huge physical and modern warehouse space to ship things out efficiently to customers around the globe.

What happens when GLP slows down its acquisitions? Cash builds up and maybe a bigger portion will be distributed to shareholders. These bidders know by taking GLP away from SGX, it can potentially be a much better proposition for a NYSE or HKSE listing earning a valuation comparable to its peers such as Prologis and Goodman Group.

As for valuations, the properties are sold to the market (ie: third parties) via REITS.

GIC is impatient and it wants to realize a good capital gain on GLP asap.

earlybird14 ( Date: 09-Mar-2017 21:57) Posted:

no doubt you understand much better than me about business model.

But instead of business model, the key points to highlight still annual return to GIC is low, assets gain is still 1 times, it is a non cash gain recorded on their assets by assumption the property value is more than what they invest or purchase. This doesn't help much on dividend income for GIC return.

Some analysts doubt about the large amount property value gain they recorded as profit quarterly is real and as pe market value. although GLp management did come out to explain the gain recorded is valid by showing their sales of property back to REITs but in fact how much they can sell to open market is question mark.

This uncertainty and low dividend return were 2 key things to bring GLP price down from peak till below 2 dollars that time.

U.S. Market is overheated no doubt GLP may get a better price in this kind of market. However when U.S. Market suffer the same what sgx market or Asia market suffer in last year. The share price will still be the level. Eventually the price in US market still valued by the market through dividend return and eps. However, whether nyse will be so kind to let GLP to record assets gain easily is another question mark which potentially lower down the P/E ratio and eps

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Will you chase price next time?

Be disciplined. Buy at support. Because you won't know how resistance will work on the price after touching (53.5-54, already posted on the TA)

Now we are back to 51.5-52 again.😁 😁 😁

newbie24 ( Date: 10-Mar-2017 09:15) Posted:

Testing .515 le.

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This is also reflecting the volatile of Nikkei.

earlybird14 ( Date: 10-Mar-2017 08:46) Posted:

So let's in U.S. Market the stock also list in Japan up 0.7%, yen down 0.7%. The company share in Nikkei will be up 1.4% to push up Nikkei.

Why Nikkei pump up from 8000 to 20000 since QE and yen depreciation although economic is not improved at the start but when policy announced, yen dropped, Nikkei just up up up non stop.

Last year since br exit, GBP down with QE also give a lot of fuel to FTSE to be best performance during GBP depreciation.

earlybird14 ( Date: 10-Mar-2017 08:41) Posted:

Usd/yen up. Yen depreciation push Nikkei up.

UK and Japan are assets heavy and low national bond relatively.

Once currency down, will compensate the stock listed in the exchange to up to reflect their value according to global market value. Especially those Big Mnc dual list or triple list in other country exchange like us.

If the share in U.S. Market not down but up, yen down, the stock will up with the value with the compensation from yen down.

So play stock also must know the company located, currency influence on the share price and company performance

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💪 💪 💪

seanpent ( Date: 10-Mar-2017 08:44) Posted:

the 40 likely to be cleared up today ......

earlybird14 ( Date: 09-Mar-2017 16:59) Posted:

I only expect every morning she can up 1 pips will do.😁

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So let's in U.S. Market the stock also list in Japan up 0.7%, yen down 0.7%. The company share in Nikkei will be up 1.4% to push up Nikkei.

Why Nikkei pump up from 8000 to 20000 since QE and yen depreciation although economic is not improved at the start but when policy announced, yen dropped, Nikkei just up up up non stop.

Last year since br exit, GBP down with QE also give a lot of fuel to FTSE to be best performance during GBP depreciation.

earlybird14 ( Date: 10-Mar-2017 08:41) Posted:

Usd/yen up. Yen depreciation push Nikkei up.

UK and Japan are assets heavy and low national bond relatively.

Once currency down, will compensate the stock listed in the exchange to up to reflect their value according to global market value. Especially those Big Mnc dual list or triple list in other country exchange like us.

If the share in U.S. Market not down but up, yen down, the stock will up with the value with the compensation from yen down.

So play stock also must know the company located, currency influence on the share price and company performance.

TechnicalTrader ( Date: 10-Mar-2017 08:31) Posted:

nikki up 228 points for what reason? nowadays, news do not cover nikki much....

oil stable

US stock future green getting darker

US$ softens

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Usd/yen up. Yen depreciation push Nikkei up.

UK and Japan are assets heavy and low national bond relatively.

Once currency down, will compensate the stock listed in the exchange to up to reflect their value according to global market value. Especially those Big Mnc dual list or triple list in other country exchange like us.

If the share in U.S. Market not down but up, yen down, the stock will up with the value with the compensation from yen down.

So play stock also must know the company located, currency influence on the share price and company performance.

TechnicalTrader ( Date: 10-Mar-2017 08:31) Posted:

nikki up 228 points for what reason? nowadays, news do not cover nikki much....

oil stable

US stock future green getting darker

US$ softens

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Further drop of cpo price with pressure from usd appreciation.

Kl cpo stay above 2800. But India cpo seek for new low yesterday with usd effect.

Us soy oil price also down and reaching last bounce up level.

Basically commodities are in bear due to oil price collapse.

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Dow and Nasdaq touch day midbollinger and bounce up last night. Racing between long short for new high fighting tonight with jobs data.

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PE 34. Earning not so good. Recently pump up basically follow sgx bull.

Long time didn't follow this stock, a typical labour supply metal fabrication company. Solar in other countries show that without gov subsidy, it is a industry hard to survive

Low cap company no further catalyst may continue to range bounce for buy low sell high.

newbie24 ( Date: 10-Mar-2017 00:30) Posted:

EB, any thoughts on SHS? Solar energy seems to be producing results, cash rich debt free and profitable coy.

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Green market.

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no doubt you understand much better than me about business model.

But instead of business model, the key points to highlight still annual return to GIC is low, assets gain is still 1 times, it is a non cash gain recorded on their assets by assumption the property value is more than what they invest or purchase. This doesn't help much on dividend income for GIC return.

Some analysts doubt about the large amount property value gain they recorded as profit quarterly is real and as pe market value. although GLp management did come out to explain the gain recorded is valid by showing their sales of property back to REITs but in fact how much they can sell to open market is question mark.

This uncertainty and low dividend return were 2 key things to bring GLP price down from peak till below 2 dollars that time.

U.S. Market is overheated no doubt GLP may get a better price in this kind of market. However when U.S. Market suffer the same what sgx market or Asia market suffer in last year. The share price will still be the level. Eventually the price in US market still valued by the market through dividend return and eps. However, whether nyse will be so kind to let GLP to record assets gain easily is another question mark which potentially lower down the P/E ratio and eps.

Azure1984 ( Date: 09-Mar-2017 20:09) Posted:

Aiyo, earlybird, I doubt you understand GLP business model...

Just look at past 4 year growth through warehouse acquisition, large amounts of property purchased, repackaged as REITs and resale to market and collect assets management fee. Operating income and dividend growth is limited

This is call capital recycling. Buy, keep a few month, reorganize a bit and sell of as funds, in the process earn some money and free up more cash to build/buy buildings rather than your cash tied down to your purchase deal

Then, this is not a pure rental business like other assets management, she suffer economic cyclic, just look at 2015 whole year profit you will know they suffer from low rental fee when China market down.

Where you get this fact of low rental fee when China market down? Their PPT shows YOY increase in rental for same property for China.

Furthermore, GLP is world leader with large market share, past strategy used as acquisition then repackaged as REITs and resale again may be not longer available, this affect the 1 time gain profit which sustain share price at 3 in 2013-2014 period. Below 2 last few years bring shareholders to earth that this is a company with limitation of earning which can distribute around 3% when price below 2, 2.3% when price at 2.7.

They repackaed as REITS for Japan market and funds for the rest of market. When they sell as fund and par down their stake, they earn development gains, which is happening every year, and free up more cash to build new developments. Do you know how much land banks they have in their portfolio?

They are both a direct landlord and asset manager. Actually, I quite like their model. Its like using cash to earn more cash. The reason why their share price is depressed is because they are listed in SGX, where some share dont reflec their true price. Try listing in NYSE? You see whats the PE of similar company.....

earlybird14 ( Date: 09-Mar-2017 19:06) Posted:

Just look at past 4 year growth through warehouse acquisition, large amounts of property purchased, repackaged as REITs and resale to market and collect assets management fee. Operating income and dividend growth is limited.

Then, this is not a pure rental business like other assets management, she suffer economic cyclic, just look at 2015 whole year profit you will know they suffer from low rental fee when China market down.

Furthermore, GLP is world leader with large market share, past strategy used as acquisition then repackaged as REITs and resale again may be not longer available, this affect the 1 time gain profit which sustain share price at 3 in 2013-2014 period. Below 2 last few years bring shareholders to earth that this is a company with limitation of earning which can distribute around 3% when price below 2, 2.3% when price at 2.7.

With such income to GLP is lose making since they have commitment of annual income 2.5-4%

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Can see 45, can see 35.

See how is economic in next few months.

TechnicalTrader ( Date: 09-Mar-2017 20:30) Posted:

so moody.... still dropping... not too far... maybe 43...

get ready to stock-picking at low..

earlybird14 ( Date: 09-Mar-2017 18:07) Posted:

Oil look like going to break 50. Once break will be 45.

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Just look at past 4 year growth through warehouse acquisition, large amounts of property purchased, repackaged as REITs and resale to market and collect assets management fee. Operating income and dividend growth is limited.

Then, this is not a pure rental business like other assets management, she suffer economic cyclic, just look at 2015 whole year profit you will know they suffer from low rental fee when China market down.

Furthermore, GLP is world leader with large market share, past strategy used as acquisition then repackaged as REITs and resale again may be not longer available, this affect the 1 time gain profit which sustain share price at 3 in 2013-2014 period. Below 2 last few years bring shareholders to earth that this is a company with limitation of earning which can distribute around 3% when price below 2, 2.3% when price at 2.7.

With such income to GLP is lose making since they have commitment of annual income 2.5-4%.

earlybird14 ( Date: 09-Mar-2017 18:54) Posted:

Your ideal is not applicable to GLP z

fishingcat ( Date: 09-Mar-2017 18:33) Posted:

well, my idea is that, whether the share worth so much money depends on its performance and market demand. divident low is not a problem as long as the company can make the company growth.

if a company gives high divident but can' t sustain, that makes no sense for long term investment for big instute.

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Your ideal is not applicable to GLP z

fishingcat ( Date: 09-Mar-2017 18:33) Posted:

well, my idea is that, whether the share worth so much money depends on its performance and market demand. divident low is not a problem as long as the company can make the company growth.

if a company gives high divident but can' t sustain, that makes no sense for long term investment for big instute.

earlybird14 ( Date: 09-Mar-2017 16:57) Posted:

I post those comments after seeing some post mentioned GIC should not sell at 3 or around 3.

So I post with my opinion, GIC shall sell whatever price higher than 2.61, of course as high as possible.

If not selling I think price will go back to 2 dollars based on earning power cash generation for dividend, 2.3% price won't sustain again at 2.7.

We know how 1 time gain assets result at peak price, we have golden Agri above 80, indo food Agri above 3 for biological assets gain. We have Ezion 1 time assets gain for rig acquisition at above 2.

They all come down after completion of 1 time assets gain. GLP too.

So now is best time to sell, no matter what price they sell is considered peak.

Future growth? Future is unexpected, most important GIC know when result is the best sell at best valuation which is now.

One fail to sell. Enjoy 2 dollars for 3+% dividend. Like that better buy hph trust with 6%.😁 😁 😁