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Login to your CDP account. Go to " Share Transaction" Tab. If you subscribe correctly, you should see " Blocked - Application/Subscription of Righ" under SIA R .... and check the Transcation quantity.
abkt999 ( Date: 05-Jun-2020 13:20) Posted:
Just curious cause i didn't subscribe for the MCB but i subscribe for the rights.When i log in to CDP I can see some free quantity in my MCB R column but for the Rights column it's reflected as zero free quantity.Don't tell me i apply wrongly?
TheDuellist ( Date: 05-Jun-2020 13:14) Posted:
Rights MCB will only be listed on the 9 June. So I guess many are not watching it at the moment. Anyway the MCBs are for the long haul, I will probably buy some from the market to keep, no hurry actually.
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Bro, there seems to be an invisible hand that is able to push up and down multiple PIPs (just like the first day of " XR" , it was able to push all the way up to $5) and then subsequently ... all the way down to $3.5+ . So, i don' t think anyone will dare say if this price won' t get push high ..... but if it is based on the past trend (without this mighty force that in SIA), it will normally drop on the first few day when the right shares start trading.
I' m more conservative, and if i want to buy, i' ll wait for monday to see ... cos those will get excess might throw, as well as those who bought the rights at $1~0.4. But, if the force is very strong, it might still go up ... but i tends to leans towards the past trends. My view.
buayjinchu ( Date: 05-Jun-2020 11:54) Posted:
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If all the cash that is raised under this rights issues is being used up after 2 years for survivability (and not expansion) and if SIA returns to the same revenue/ profitability when their price was at $9, with the additional shares, the price of $5.4 will be equivalent of the pre-covid $9.
Similarly, the future price of 5.8 will be equivalent of pre-covid price of $10, and future price of $6.2 will be equivalent of pre-covid of $11.
If the price spike up to $5.4 (the surge after xd), i will look at these equivalent price to decide if i want to sell. Don' t hope for the price to return back to $9 within the next 2~3 years ... as it will be equivalent to $18 pre-covid unless airline industry becomes a lucrative again.
CheeryVGoh ( Date: 04-Jun-2020 17:12) Posted:
Some who had exercised their Rights would probably don' t mind waiting for 3 to 6 months to see how air travels would pan out (when most borders are opened) instead of selling on 8th Jun, afterall $3 to $4 a share is cheap &
negatives alreday fully priced.
dragonboy76 ( Date: 04-Jun-2020 16:27) Posted:
the rights are issued and dilution already happened. shares are already allocated to the buyers, however, these shares will only be available to trade on market on 8 Jun onwards.
So assuming the buyers total buying cost per share is between $3.50 to $4.20, they may offload the shares coming monday to lock in profit. so there will be selling presssure on next monday/Tue.. |
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It' s quite odd that since 2003, the highest that the child had ever reached was $1.9 in 2015.... but now, the mother is almost at history high, the child is only at $0.78
jamesng ( Date: 03-Jun-2020 09:58) Posted:
| 16.61 in shanghai now......toward 20 rmb as first target......... |
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Similar to SIA, i don' t think the Gov will let Semb Marine go down.....
There were talks in the past that there were plans to merge Semb Marine into Keppel or Semb C.
weekaykee ( Date: 04-Jun-2020 15:32) Posted:
Semb Corp already owns 60% of Semb Marine. Semb Corp is desperately trying to get rid of Semb Marine, as it is dragging down its profits and affecting its share price. Without Semb Marine, SCI would be above $2 even today.
nngeeh ( Date: 04-Jun-2020 15:23) Posted:
| Or Semb M merged into Semb C similar to CCT and CMT |
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Or Semb M merged into Semb C similar to CCT and CMT?
Octavia ( Date: 04-Jun-2020 15:20) Posted:
Cld be either
1.Pay hefty fine to settle the case though the charges is against individual,Martin Chean.Company cannot completely absolved all its responsibility.
2.Take SMM private
3.Raise rights issues. |
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In the past, there was talks about Semb Marine being integrated into Semb Corp or Keppel?
Since both Semb Marine and Semb Corp halted at the same time, could this above be happening? Will it be like the same arrangement as CMT and CCT?
vivacious ( Date: 04-Jun-2020 11:18) Posted:
right issue? oh pls not. 0 chance i hope
pool100 ( Date: 04-Jun-2020 11:13) Posted:
What are the chances it could be rights issue for SMM?
I hope not and the price action yesterday seems very positive for SMM. |
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Did you invest?
PQTPQK ( Date: 03-Jun-2020 10:06) Posted:
wow.. historical high now !!
jamesng ( Date: 03-Jun-2020 09:58) Posted:
| 16.61 in shanghai now......toward 20 rmb as first target......... |
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Thanks.
For Eagle HT, the IPS manager was DBS ..... ls UOB playing similar role to DBS for Eagle? If yes, then, i dun think they have much visibility....
I think the critical one is Hampshire (LLC) .... not sure how strong and reliable they are. Won' t want another UC (for Eagle HT).
chengwh1 ( Date: 03-Jun-2020 02:53) Posted:
The sponsors for UHREIT are :-
1) UOB Global Capital LLC : Founded in 1998, UOB Global Capital LLC is an originator and distributor of private equity, hedge funds, fixed income and real estate products, and a global asset management subsidiary of UOB, a leading bank in Asia, AND
2) The Hampshire Companies, LLC : The Hampshire Companies, LLC is a privately held, fully-integrated real estate firm and real estate investment fund manager, with hands-on experience in acquiring, developing, leasing, repositioning, managing, financing and disposing of real estate.
Refer to page 2 of the IPO Prospectus. UOB has a hand in this REIT too,...
nngeeh ( Date: 02-Jun-2020 17:07) Posted:
Do you know who is this sponsor for this REIT? After seeing what happen to Eagle HT, Sabana (before the mgr was replaced) and Lippo related Trust .... i' ll only invest if the Mgr and sponsor are from an recognised, proven and established organization.
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Judging from the right issue price, it will be traded like a bond ....
I remember the retail KrisEnergy Bond (0% Interest) which was redeemable only after few years and was trading at more than 50% discount at openning. I wonder what will the price at open .... interesting. Those who subscribe will really be prepared to hold long term as it should open below $1.
The actual conversion price (if you take into consideration of the interest) is actually $2.7+ if i remember correctly. So, if SIA share price shoot up, this might go up, but bearing in mind that SIA can redeem this bond any time. You won' t get cash/ interest if the SIA crashes below $2.7 and still convert it at $2.7 after 10 yrs.... and if SIA really shoots up to say $6, they might just issue a new bond and redeem this instead at 4% instead of really letting you convert after 10 yrs at $2.7.
Goldfinger ( Date: 02-Jun-2020 18:06) Posted:
Personally, I had to think quite long before for-going the Rights MCBs. What I was uncomfortable with was the that the conversion price in 10 years was a rather high SGD4.84. Maybe with the recent SIA share price increase, this is quite possible. Anyway, hope to buy on the market below 80cents when the MCBs are listed.
nngeeh ( Date: 02-Jun-2020 18:02) Posted:
Still need to go through motion ...
Dun forget, Temasek is also a shareholder ..... so .... when they recommend to subscribe ... they are just going through the motion... and asking the shareholder (in this case .. Temasek) to subscribe. Maybe, one of the process in these organization, they will need the directors to recommend before they can proceed. Maybe...
If they don' t recommend ... SIA will not have sufficient fund, and will collapse. As an investors, we' ll also have to do our homework.
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I am quite surprised that the total application is only 119% when SIA was already trading at $3.8 before the application closes. Many could have been spooked after reading all the remarks about the SIA shares going to go down below $3 ......
Can' t say about the future, it seems like it might stay above $4 on 8th June.
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Still need to go through motion ...
Dun forget, Temasek is also a shareholder ..... so .... when they recommend to subscribe ... they are just going through the motion... and asking the shareholder (in this case .. Temasek) to subscribe. Maybe, one of the process in these organization, they will need the directors to recommend before they can proceed. Maybe...
If they don' t recommend ... SIA will not have sufficient fund, and will collapse. As an investors, we' ll also have to do our homework.
Goldfinger ( Date: 02-Jun-2020 17:44) Posted:
| Rights MCBs were undersubscribed by 40% - guess the CEO and Directors were in this pot. I hope they had recused from commenting, when the company was promoting the Rights MCBs. |
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Do you know who is this sponsor for this REIT? After seeing what happen to Eagle HT, Sabana (before the mgr was replaced) and Lippo related Trust .... i' ll only invest if the Mgr and sponsor are from an recognised, proven and established organization.
chengwh1 ( Date: 02-Jun-2020 15:56) Posted:
Hello bros,... I am ready to dip my fingers into this too,... following update was filed at 12.04 pm this afternoon,....
SINGAPORE, 2 JUNE 2020 &ndash United Hampshire US REIT Management Pte. Ltd. (the &ldquo Manager&rdquo ) of United Hampshire US Real Estate Investment Trust (&ldquo United Hampshire US REIT&rdquo or the &ldquo REIT&rdquo ), announced today that it has achieved approximately 82% and 77% of retail tenant base rent collection for the months of April and May 2020, respectively, as at 31 May 2020. Retail tenants comprising 87% of the total base rental income were open for business2 in May, amidst the COVID-19 lockdown, as most retail tenants moved to progressively re-commence operations following the easing of lockdown measures across the United States (&ldquo U.S.&rdquo ).
The REIT portfolio has seen an acceleration in store re-openings as local governments have begun to gradually relax lockdown guidelines in all 50 states. As a result, approximately 50% of the retail tenants that were previously closed in April have now re-opened for business2 in May.
Recognising the challenging business environment caused by the COVID-19 outbreak, United Hampshire US REIT has been working closely with its retail tenants and is providing short-term rental relief on a case-by-case basis. In addition, as economic conditions are improving, six retail tenants comprising 84,366 square feet (&ldquo sq ft&rdquo ), which had previously requested for rent relief, have withdrawn their requests. As part of the rental relief discussions, the Manager is also in talks with certain retail tenants on potential lease extensions which would be accretive to the overall WALE.
Notably, for St. Lucie West in Florida, 19 of the original 22 retail tenants that closed for business in April have since re-opened. Additionally, site work in connection with the construction of the St. Lucie West Expansion has commenced on 12 May 2020 and remains on track to be completed by 1Q2021. Upon completion, the St. Lucie West Expansion will be occupied by the existing anchor tenant of St. Lucie West, Publix Super Markets, Inc. (&ldquo Publix&rdquo ). The Manager had earlier announced that 54,965 sq ft of the St. Lucie West Expansion has been leased to Publix with a long tenure of 20 years. The Manager also secured a new lease of 28,000 sq ft with Beall&rsquo s Outlet Stores, with a tenure of seven years, which will occupy 57% of the existing space that Publix will vacate upon its relocation to the new store.
The REIT&rsquo s Self-Storage properties have continued to remain open throughout COVID-19 and new leases have been completed on a contactless basis. Over the past two months, Millburn Self-Storage and Carteret Self-Storage have benefitted from consistent occupancy levels of approximately 91% and 60%, respectively, and new leasing activity has trended gradually upward in May.
For the two Self-Storage properties with Top-Ups, Elizabeth Self-Storage has leased 94 units since opening in January 2020. Perth Amboy Self-Storage remains under construction and is on schedule to be completed in 2Q2020. The Hampshire Sponsor has put in place Top-Up Agreements for both the Elizabeth Self-Storage and Perth Amboy Self-Storage for up to US$2,524,356 and US$2,198,123 respectively, for a period of up to four years from the date of completion of the Purchase and Sale Agreements. This will bolster the stability of these projects which are new to the market and also help to mitigate any potential impact on pace of lease-up as a result of the pandemic.
United Hampshire US REIT has a disciplined capital structure with a prudent capital management strategy and the REIT&rsquo s aggregate leverage remains comfortable at 36.4%3 with an interest coverage ratio of 6.2 times3. United Hampshire US REIT had earlier entered into interest rate swaps to hedge the floating rate of the Term Loan Facilities into fixed rates, which removes any near-term interest rate risk. With the interest rate swaps, the all-in average annualised cost of debt (excluding the US$20 million committed revolving credit facility which is currently undrawn) is 2.78%.
Mr. Robert Schmitt, Chief Executive Officer of the Manager, said, &ldquo We recognise the challenges of the severe COVID-19 pandemic and are actively engaging our tenants to understand and address their concerns. United Hampshire US REIT&rsquo s portfolio assets are located in the suburban areas, away from the core outbreak zones, and we have implemented strict precautionary measures across all assets to ensure the health and safety of our tenants and shoppers. We believe that given the suburban location and necessity base of our property profile, we are well-positioned to weather the current COVID-19 crisis.&rdquo
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I see a lot of good news in the above filing, especially that part which mentioned 6 tenants retracting their requests for rental reliefs. What do you guys see ?
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The govt has already stated that the purpose of rights issue is meant to save the company and not for expansion ... we are talking about survival.
SIA is raising 15 billions ..... if they raise it using via purely rights shares .... can you imagine the number of shares that they will need to issue and the impact on the share price. I guess the only way for the Govt to pump money into the company is via MCB....
To be fair to the directors .... which shareholders will want to have their money locked in SIA for 10ys without getting any interest back ... it' definitely noy beneficial to the shareholders. Just because they are directors .... unlike the govt who has the obligation to save our only carrier to ensure the transportation is still there to fly essential items into Singapore ... the directors are just like anyone of us who is working. I will not expect they to sacifice just because they are directors. It' s not really about really having faith or not ... who will want their fund to be locked for 10 yrs without knowing if they will still be SIA directors in the next few years.
turtletrader ( Date: 02-Jun-2020 14:45) Posted:
| Disappointing to note most SIA' s directors opt not to subscrive for rights MCBs, while shareholders are encourage to subscribe...Need to have alignment of interest! |
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my mistake.... its 0.054 SGD. it' s 5% yield.... my bad
nngeeh ( Date: 02-Jun-2020 09:53) Posted:
| The next stop should be $0.8. The div of 0.054 USD ($0.3 CNY - subject to 10% tax) will be coming soon ..... |
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Proposed CNY $3 per 10 shares ... and i read somewhere that it' ll be subjected to 10% tax for Singapore shareholders.
AceInvestor ( Date: 02-Jun-2020 14:32) Posted:
| dividend should be 0.054 SGD, right ? |
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Maybe its due to the fact that it' s S-Chip. Ppl is generally scared of S-Chip ..... Many are suspected .... but there are also some real deal.
The share listed here has the same voting rights as the A-share listed in Shanghai. The only exception is the div here will be subjected to 10%. However, the 10% is not an issue because if you invest in mother, you are only getting 1.87% yield whereas here, you are getting 7.2% (based on 0.75 pricing).
PQTPQK ( Date: 02-Jun-2020 13:30) Posted:
Wow ... so much different?? Singapore is so cheap !! Why??
Careful2020 ( Date: 02-Jun-2020 13:27) Posted:
| It should be equivalent to SGD $2.2 |
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It won' t drop $1 in just 4 trading days ..... those who are lucky to get the excess rights will definitely be laughing to the bank.
takashinzy ( Date: 02-Jun-2020 11:15) Posted:
hard to say... rem rights share still not trading yet.
ysh2006 ( Date: 02-Jun-2020 11:09) Posted:
| Those who buy excess right share will be laughing to the bank next week....Directors don' t buy so retailers will be benefited .At $3.00 next week profit gain already. |
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If you look at the market depth, there are not many sellers .....
PQTPQK ( Date: 02-Jun-2020 10:54) Posted:
| wow...coming ... going to break up soon..?? |
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After the AGM on 5 June 2020 at 1:30 p.m.and one of the agenda is to approve the dividend. Not sure when will be the actual payout. For the last 3 years, the xd date were on end of June or early July, and the dividends were normally paid out in mid July .... based on the current price, it' ll gives ard 7.2% yield, equivalent to REITs, but this has more potential in terms of capital gain.
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