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Latest Posts By Starship - Supreme      About Starship
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17-Mar-2022 18:50 ARA LOGOS Log Tr   /   ARA LOGOS LOGISTICS TRUST (NEW)       Go to Message
x 0
x 0 		ESR-Reit chief Adrian Chui to be CEO of ESR-Logos manager, Alog Trust chief to be deputy CEO
WED, MAR 16, 2022 - 9:33 PM

ADRIAN Chui, chief executive of ESR-Reit' s manager, will be the chief executive of the manager of the combined entity following the  merger of ESR-Reit and ARA Logos Logistics Trust (Alog Trust), the trust said on Wednesday (Mar 16).

The trust was responding to " substantial and relevant questions" it had received relating to the  proposed merger between the two firms. These included queries on the roles of Chui and Karen Lee, chief executive of Alog Trust' s manager, after the merger, as well as the proposed board composition of the merged entity.

ESR-Reit said its manager will be the manager of ESR-Logos Reit, and Lee will join the manager as its deputy chief executive.

The Reit said the nominating and remuneration committee of ESR-Reit' s manager will also review the composition of its board of directors where appropriate, to align with the merged entity' s future strategic direction, focus and corporate governance practices.

Such practices include compliance with Securities and Futures Act regulations, and guidelines by the Monetary Authority of Singapore relating to the independence of the directors on the board of the manager.

https://www.businesstimes.com.sg/companies-markets/esr-reit-chief-adrian-chui-to-be-ceo-of-esr-logos-manager-alog-trust-chief-to-be
 
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17-Mar-2022 18:06 ARA LOGOS Log Tr   /   ARA LOGOS LOGISTICS TRUST       Go to Message
x 0
x 0 		This pseudo " merger" is looking even more ominous and the stench emnating out getting even stronger by the day.  no

laksaman57      ( Date: 17-Mar-2022 16:36) Posted:

Oh wow, what happen to all those valuable posts that will help investors to make informed choice of their votes ?
When the voting is going to take place on 21Mar22, it has been suddenly taken out.
Why take out all the posts ?
Why not just take out specific post, which whoever complained, complained at ?
Don' t forummer deserve explanation for better posting ?




 

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15-Mar-2022 11:22 ComfortDelGro   /   COMFORT DELGRO - MOVING FORWARD       Go to Message
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fatpanda      ( Date: 15-Mar-2022 10:42) Posted:

Panda is living in the " Green Green" world. surrounding by green bamboo trees which is tall and high. See the young bamboo breaks the ground every morning. inching up day by day, heading toward the blue sky, breathing the fresh air and bathing under the sunlight everday. What a wonderful world..... Sweet..... Hehehe.....
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15-Mar-2022 11:14 ComfortDelGro   /   COMFORT DELGRO - MOVING FORWARD       Go to Message
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fatpanda      ( Date: 14-Mar-2022 21:39) Posted:

Oh... my dear Conman, you missed Panda so much? Kept calling Panda day and night? Hehehe.....

Panda has a busy day outside today, enjoying life with nice food, movie and shopping. .... Not to meet your BB boss for the urgent meeting to save Grab. Hehehe....

CDG? A worst peforming STI stock? Yes. you are right based on it' s share price performance. This is fact and we have to accept it. But, what is after worst?  Let' s start again tonight, now....

An " Ang Moh 2" a day, keep the " Blur Blur Bear" away.....In English, bad, very bad and the last one is worst. So, thing would turn better after the worst. Got it? Hahahaha.....

Conman      ( Date: 14-Mar-2022 07:13) Posted:

Where is fatpanda? Still having urgent meeting with your BB boss? Any expert comment from you? Do you agree that this is the worst performing STI stock?
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11-Mar-2022 14:18 No Signboard   /   Should be ?No Eye See?       Go to Message
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tongphlp      ( Date: 17-Feb-2022 11:32) Posted:

sleeping or dead already?...

taxiuncle      ( Date: 17-Feb-2022 10:41) Posted:

Still sleeping here....
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10-Mar-2022 16:48 Mapletree NAC Tr   /   Mapletree s China-focused REIT IPO nearly 30 times       Go to Message
x 0
x 0 		Just sold my MNACT and used the proceeds to add Sasseur Reit.
Very tired of all these lowball mergers that' s always destructive for the existing shareholders!!!  angry
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08-Mar-2022 22:57 CapLand China T   /   CapitaRetail China Trust (CRCT)       Go to Message
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x 0 		Putin has today declared that countries that provide combat aircraft to Ukraine will be deemed to be participant in the war!!!!
The US is very cunning by getting Poland to provide the planes. Bcos Poland will get bombed by Russia instead of the US getting bombed!!

bystander1965      ( Date: 08-Mar-2022 20:50) Posted:

Haha it's clear again who WILL benefit the most and who might get into trouble for no good reason.

pkli899      ( Date: 08-Mar-2022 19:45) Posted:

Haha, I thought I' m rare few who hold this view.
It seems many share this opinion man.
Indeed, USA is most evil.
Now trying to instigate Poland to hand over their MIGs to Ukraine.
They will provide Poland F16 in return
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08-Mar-2022 18:56 Others   /   3 BIG Spore banks ....:))       Go to Message
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x 0 		7h ago 
10:55 AM Mar 08, 2022

US, UK on Russia' s list of ' unfriendly' countries, regions
By CGTN

The United States, Britain and European Union member states are on the list of countries and regions that are " unfriendly" to Russia, a Russian government statement showed on Monday.

The list has been approved by the government, in the wake of severe economic sanctions over the Ukraine conflict.

It also includes Japan, Canada, Norway, Singapore, South Korea, Switzerland and Ukraine.

All corporate deals with companies and individuals from the " unfriendly countries and regions" will now have to be approved by a Russian government commission.
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08-Mar-2022 17:16 CapLand China T   /   CapitaRetail China Trust (CRCT)       Go to Message
x 0
x 0 		US cannot sleep when there' s no war around the world.  angry
It reaps the most benefits fm wars so it will continue to create wars anywhere it can except in the USA itself.  no

whisng      ( Date: 07-Mar-2022 10:47) Posted:

Agreed we need to be invested in the stock market no matter peace or wartime.  Just like in peace times, everyone is a stock genius.  Only in trouble times then we can truely find out who are the real stock genius.

marketuncle      ( Date: 07-Mar-2022 08:57) Posted:

#1. Ukraine war is an ' ' internal' ' issue between Russians and NATO, nothing to do with China.
#2. China has enough problem with US trying to keep it down.
#3. Humans can' t stop creating conflicits, whether financial or physical. If one only invest during really peaceful time, then one almost never be able to deploy any cash at all.
 


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08-Mar-2022 17:08 CapLand China T   /   CapitaRetail China Trust (CRCT)       Go to Message
x 0
x 0 		Just now sold away my Singtel and used the proceeds to add more of this counter.    angel

whisng      ( Date: 08-Mar-2022 13:41) Posted:

Stupid idiots selling mah.  Also with this price, the yield had shot up.  Just bought some at 1.14.  Slowly buy, cause there were many stupid idiots in the stock market.

" Be greedy when others are fearful and be fearful when others are greedy" , now is the time to be greedy.

prophetjul      ( Date: 08-Mar-2022 13:20) Posted:

Cheaper by the day.  113
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08-Mar-2022 10:21 SingTel   /   Singtel Bullish???       Go to Message
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fatpanda      ( Date: 07-Mar-2022 13:40) Posted:

Why? Scared ah? 

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07-Mar-2022 10:17 ComfortDelGro   /   COMFORT DELGRO - MOVING FORWARD       Go to Message
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x 0 		GRAB hit another new All-Time Low $3.26 !!!
What an Ugly Clown Stock !!
Won' t be surprised if it crashes even deeper tonight seeing how markets are all tumbling today !!!! 

kiseki_2818      ( Date: 07-Mar-2022 09:53) Posted:

yesyes
Yes, indeed. Grab panic listing, also show how ignorant kuku kana trick & lost big.
Few more rounds, Grab will be history.
 

justicebaogaliao      ( Date: 05-Mar-2022 18:06) Posted:

Kukuman, it is not my style to badmouth any stocks, only merely stating the truth

does MSCI pay you any dividends for buying Grab?
you mean by joining MSCI index, Grab will suddenly stop making billions in losses every year? 😂
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07-Mar-2022 09:12 Others   /   Ukraine       Go to Message
x 0
x 0 		The stark reality is there Will be endless wars so long as the USA exists in it' s current form.
Why?
Bcos the USA survives on the strength of it' s Military Industrial Complex manufacturing, selling and spreading it' s weapons of destruction all over the world.
And to ensure this continues, it needs wars and create bogeymen all over the world to make countries use up their stock of weapons and buy more to replenish their depleting inventories.
If the world is peaceful and harmonious and there' s no war, no country will need to use and buy weapons fm the USA ---- and this will greatly reduce it' s power and hegemony over the rest of the world.  This is not something that those who controls the USA --  the Deep State -- wants to see happen.
 

Leohuat88      ( Date: 06-Mar-2022 22:00) Posted:

if Russia is defeated then China is next then that is it for the whole world. We will all bow down to American thuggery like it or not and there will be endless wars to come.

lukewong82      ( Date: 06-Mar-2022 20:50) Posted:

Putin wun stop at Ukraine.. he wants to reunify all the former soviet union countries.. :)

If Putin can easily roll over Ukraine, his will continue his quest for return of the great soviet union... ==> even Finland and Sweden will be worried and may join NATO then putin will attack both etc...

If Putin is defeated, then end of story ==> better for everyon
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06-Mar-2022 15:28 IREIT Global SGD   /   IREIT Global       Go to Message
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x 0 		Reits are supposed to distribute aat least 90% of income as Dividends.
Yet, Ireit Global reported EPS of 12.31 cents Euro for FY2021 but how ccome total dividends only 2.93 cents Euro?    sad
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27-Feb-2022 11:34 IREIT Global SGD   /   IREIT Global       Go to Message
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x 0 		02/25/2022

NOTICE IS HEREBY GIVEN that the transfer books and register of unitholders of IREIT Global (" IREIT" ) will be closed on 7 March 2022 (the " Record Date" ) in order to determine the rights of holders of IREIT units (the " Unitholders" ) to the IREIT distribution of 1.51 cents per unit for the period from June 30, 2021 to December 31, 2021 (the " Distribution" ), comprising: An exempt income distribution of tax of 0.52 euro cents per unit   and A capital distribution of 0.99 euro cents per unit.  Unitholders whose securities accounts with The Central Depository (Pte) Limited are credited with units of the IREIT on the record date will be entitled to the distribution, which will be paid on 15 March 2022.

https://www.zonebourse.com/cours/action/IREIT-GLOBAL-17646737/actualite/IREIT-Global-declare-une-distribution-pour-la-periode-du-30-juin-2021-au-31-decembre-2021-payable-l-39593665/
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27-Feb-2022 11:19 IREIT Global SGD   /   IREIT Global       Go to Message
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x 0 		IREIT Global has released its results for the full fiscal year ended December 31, 2021.
For the full year, the company reported revenue of Euro 52.17 million, compared to Euro 37.82 million. euros a year earlier. 
Net profit amounted to 128.49 million euros, compared to 19.72 million euros a year earlier. 
Basic earnings per share from continuing operations amounted to 0.1231 euro, compared to 0.0257 euro the previous year. 
Diluted earnings per share from continuing operations amounted to 0.1231 euro, compared to 0.0257 euro the previous year.
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25-Feb-2022 17:12 Asian Pay TV Tr   /   Asian Pay Tv Tr       Go to Message
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x 0 		APTT ANNOUNCES RESULTS FOR THE QUARTER AND YEAR ENDED 31 DECEMBER 2021
25 February 2022

KEY HIGHLIGHTS

Overall performance for the quarter and year ended 31 December 2021 was led by strong Broadband growth Broadband subscribers increased by c.8,000 for the quarter and c.32,000 for the year, alongside higher ARPU Broadband revenue improved in both S$ and NT$ for six consecutive quarters, compared to the pcp
EBITDA increased by 8.0% and 1.2% for the quarter and full year, respectively, while EBITDA margin improved by 4.7 percentage points to 60.7% for the quarter and 2.2 percentage points to 61.1% for the year
Steady increase in Premium digital cable TV and Broadband subscribers over the past 15 quarters more than offset Basic cable TV churn total subscribers increased to c.1,246,000
Capital expenditure decreased by 46.2% for the quarter and 46.6% for the year
Size of Onshore Facilities was reduced by NT$1.5 billion (approximately $73 million1) as a result of accelerated debt repayments
Extension of Onshore Facilities, ahead of maturity, reset principal repayment schedule and financial covenants
Target to make cash repayments of approximately $60 million in onshore and offshore debt over the next 12 months
The  Trustee-Manager has approved a credit of $169.6 thousand for the 2022 Trustee-Manager fees, equivalent to the amount of the CPI increase from 2021 underscores its commitment to cost management
Distribution of 0.25 cents per unit declared for the quarter   re-affirmed distribution guidance of 1.0 cent per unit for 2022, to be paid in quarterly instalments
IFRS-compliantfinancial statements to be released on a half-yearly basis, starting from the financial year 2022

FINANCIAL HIGHLIGHTS

APTT reported stable revenue of $76.2 million for the quarter and $299.7 million for the full year ended 31 December 2021. Driven by lower operating expenses, earnings before interest, tax, depreciation and amortisation (" EBITDA" ) for the quarter and full year increased by 8.0% and 1.2% to $46.3 million and $183.1 million, respectively, while EBITDA margin improved by 4.7 percentage points to 60.7% for the quarter and 2.2 percentage points to 61.1% for the year.

Foreign exchange contributed to a positive variance of 3.2% for the quarter and 2.7% for the year. In constant Taiwan dollars (" NT$" ), total revenue decreased by 3.6% for the quarter and 5.2% for the year, mainly due to lower revenue generated from channel leasing. The absence of one-off basic cable TV revenue arising from the sale of certain in-house content to channel providers in the first quarter of 2020, as well as less airtime advertising sales recorded in the first quarter of 2021 also contributed to the lower revenue for the full year in 2021.

https://www.marketscreener.com/quote/stock/ASIAN-PAY-TELEVISION-TRUS-13396514/news/Asian-Pay-Television-Trust-Press-Release-356-KB-39578680/
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18-Feb-2022 19:58 CityDev   /   CityDev       Go to Message
x 0
x 0 		According to Lawrence Wong' s chart, Only the Top 7% of Owner Occupied Residential Propertie are Affected by the increase.
Definitely no one that I know will be affected.

PhillipTan      ( Date: 18-Feb-2022 19:37) Posted:

Nothing to be happy about
It is a flat rate increase meaning all will be affected
Not just the rich
And those not rich will be even hit harder, the poorer the harder the hit

For a more easily understandable comparison, just imagine if there is an increase of GST from 7% to 10%
Do you seriously think the rich will feel the pain?
Such an increase in amount is just peanuts to the rich, maybe not even peanuts at all

But to those who are not rich, it could mean switching from wholemeal bread to white bread 
Or fresh milk to UHT milk just to keep up with the increased costs
Brown rice to white rice, 3 ply tissue to 2 ply, sunflower or canola oil to vegetable oil
This list can go on and on...

For the poor, maybe even worse
UHT milk to plain water for breakfast
Rice to porridge etc    surprise

 

Starship      ( Date: 18-Feb-2022 17:31) Posted:

Huge increase in Property Tax for the Rich !!!!!
Non-owner occupied fm 10%-20% increased to 12% to 36%
Owner occupied fm 4% to 16% increased to 6% to 32%
 




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18-Feb-2022 17:31 CityDev   /   CityDev       Go to Message
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x 0 		Huge increase in Property Tax for the Rich !!!!!
Non-owner occupied fm 10%-20% increased to 12% to 36%
Owner occupied fm 4% to 16% increased to 6% to 32%
 


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18-Feb-2022 11:56 Mapletree NAC Tr   /   Mapletree s China-focused REIT IPO nearly 30 times       Go to Message
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johnwongzz      ( Date: 17-Feb-2022 19:51) Posted:


These guys seems quite serious....

Dear fellow MNACT unitholders,
Thank you for your overwhelming response to protect all our interests together!
IT IS IN MNACT UNITHOLDERS&rsquo BEST INTEREST TO VOTE AGAINST THE CURRENT &lsquo LOWBALL&rsquo OFFER
MNACT&rsquo s key catalysts such as the potential inclusion into key NAREIT indices as well as the bottoming and rebound in Festival Walk&rsquo s rental rate can potentially increase its DPU and unit price back to > S$1.20 from 2H2022. Additionally, unitholders also receive an attractive dividend yield of ~6.3%. s

This potential sizeable return is far in excess of the current value destructive offer which will LOCK IN MNACT UNITS AT A PERMANENT DISCOUNTED PRICE in the enlarged entity.

The current offer of ~S$1.09 (0.596 MCT units or 0.500 MCT units + $0.1912 cash for 1 MNACT unit) is at a substantial ~12% and ~14% discount to MNACT&rsquo s Oct 2021 and April 2021 NAV.

MCT&rsquo s OFFER FOR MNACT IS THE WORST AND AT THE HIGHEST DISCOUNT TO NAV IN THE 20-YEAR SGX-REIT HISTORY

The proposed merger will also sharply reduce DPU and NAV by ~9% and ~11% to MNACT unitholders

Since the start of 2022, SGX-listed REITs with similar attributes to MCT, such as low dividend yield of < 5.2% and high premium to NAV have all corrected sharply without any related merger announcements.

Parkway REIT and Keppel DC REIT which have the lowest yield of ~2.8% and ~4.1% have slumped by ~12% while Mapletree Logistic Trust, Fraser Logistic Trust and Mapletree Industrial Trust with yields of 4.6-5.2% have corrected by ~6-8% (all referenced to price as of 31st   Dec 2021, MCT-MNACT&rsquo s merger announcement date). MCT&rsquo s correction by ~9% to $1.82 is consistent and in line with its Singapore peers due to its low dividend yield.

The unit price correction is attributed to the rapid transition of most major central banks led by the US FED into a rate hike environment. Upcoming rate hikes have the biggest impact on REITs with low dividend yields such as MCT due to the decrease in the low spread between their dividend yields and the increasing government bond rates.

REITs with similar attributes to MNACT such as higher dividend yield have however held relatively well year-to-date. A sample benchmark index made up of REITs with dividend yields of ~7% (AAREIT, IREIT, CLCT, MUST, Prime) shows the sharp outperformance of high dividend REITs vs low dividend REITs which MCT belongs to.

Given the rising interest rate environment and sizeable correction of low dividend SGX-REITs, it is obvious and logical that the fair reference price of MCT should be ~$1.82

This is also in-line with the approximate average trading price of MCT since the proposed merger announcement.

The current high negative rental reversion at Festival Walk can be attributed to high base effect. As retail rental contracts in Hong Kong are usually ~3 years, the rental contracts which are being renewed are those contracted exactly right before the HK riots in 2019.

Most of the rental contracts contracted pre-HK riots/COVID-19 have already been renewed in 2019 till date.

We believe that FW&rsquo s rental reversions will bottom and rebound from 2H2022 driven by potential key catalysts such as the re-opening of HK-China border, government stimulus policies (e.g. consumption voucher) and the rebounding economy.

China&rsquo s economic miracle was built on pragmatic and smart economic policies. With increasing evidence that the Omicron variant will inflict milder symptoms and effective therapeutics such as COVID-19 pills from Pfizer and Merck, it is evident that China will pursue a re-opening policy soon, especially with the northern hemisphere entering the hotter Spring and Summer months.

Key data points such as the ~42% and ~28% YoY growth in domestic air and travel volumes during the Chinese New Year holidays despite the restrictions from the Winter Olympics have shown the clear shift in COVID-19 policies within China.

We are reminded of the difficult Phase 2-Heighted Alert in July 2021 where dining-in and all services requiring the removal of masks (e.g. barber, gym etc) were ceased, work from home was the default and minimum 14-day quarantine was the norm to enter Singapore. In a short 6-month, VTL lanes have been launched and expanded, dine ins are allowed again, workers are returning to office and large events are now allowed.

MNACT unitholders SHOULD NOT accept the &lsquo lowball&rsquo offer from MCT when we will see a potential sizeable recovery in unit price from 2H2022

MNACT is one of the best candidates for investors to benefit from the &lsquo re-opening trade&rsquo in China and Hong Kong.

~25% of the current MNACT portfolio were purchased near NAV from the sponsor and the market in the last 4 years. It is thus ridiculous that MNACT unitholders should now sell these assets far below NAV in the proposed merger.

Given the value destructive offer, which is far below MNACT&rsquo s NAV, MNACT should conduct a fair and transparent process where all 3rd parties will be allowed to bid for all or part of MNACT&rsquo s assets at NAV

Both Glass Lewis and ISS have raised the need for a robust sale process where alternatives are rigorously evaluated to ensure that unitholders&rsquo rights are protected
 
MNACT unitholders are in no hurry to divest their assets as it is far better to wait for the recovery and correct price instead of the current inferior and distressed pricing.
Festival Walk can be sold later and at a higher price once the HK-China border is opened.
Please invite all MNACT unitholders to register at WWW.MNACT.COM

We intend to further step up our engagements to ensure that all MNACT unitholders are aware of the facts and

VOTE AGAINST THE CURRENT INFERIOR MERGER OFFER
Please direct all questions to enquiries@quarzcapital.com
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