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earlybird14 Supreme	09-Mar-2017 19:06        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	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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earlybird14 Supreme	09-Mar-2017 18:54        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	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%.😁 😁 😁
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fishingcat Member	09-Mar-2017 18:33        fishingcat About Contact  Quote this Post!
x 0   x 0  Alert Admin	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%.😁 😁 😁 Integrity      ( Date: 09-Mar-2017 16:50) Posted: Already shortlisted at least 3 bidders and invited them to do due diligence, this deal is more or less should be confirmed, shareholders just need to wait for the binding offer price.
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risktaker Supreme	09-Mar-2017 17:36        risktaker About Contact  Quote this Post! Style: Flexible   Mood: Yells: "Posts are opinions. Do not take it as investment advise "
x 1   x 0  Alert Admin	Good things people want to buy... logistic confirm never die.... becos its a require services.... unless we can come out with teleportation devices... Thats why GLP must remain in the hands of GIC... we should never sell GLP.... We should try sell sembmarine if anyone want lol
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earlybird14 Supreme	09-Mar-2017 17:18        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	It also tell brokers are ask to buy this price as highest. So plus another 5-10% shall be their first bid. If any bid go higher price will be adjusted. 3 dollars is good price for GIC to sell, all shareholders happy happy all earn. Not deal. Really will gonna dump. Integrity      ( Date: 09-Mar-2017 17:13) Posted: Now say so much also no use already, the FM " SAPU" most of the floating shares below $2.70. Yesterday strong buy up to $2.80 is already a good sign, news should be announced soon which i believe by this month. 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%.😁 😁 😁
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Integrity Elite	09-Mar-2017 17:13        Integrity About Contact  Quote this Post!
x 0   x 0  Alert Admin	Now say so much also no use already, the FM " SAPU" most of the floating shares below $2.70. Yesterday strong buy up to $2.80 is already a good sign, news should be announced soon which i believe by this month. 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%.😁 😁 😁 Integrity      ( Date: 09-Mar-2017 16:50) Posted: Already shortlisted at least 3 bidders and invited them to do due diligence, this deal is more or less should be confirmed, shareholders just need to wait for the binding offer price.
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earlybird14 Supreme	09-Mar-2017 16:57        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	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%.😁 😁 😁 Integrity      ( Date: 09-Mar-2017 16:50) Posted: Already shortlisted at least 3 bidders and invited them to do due diligence, this deal is more or less should be confirmed, shareholders just need to wait for the binding offer price. earlybird14      ( Date: 09-Mar-2017 16:23) Posted: I only support GIC to sell mah. Offer price will be higher than market price. No worry. GIC don't sell or deal no going through, free falling
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Integrity Elite	09-Mar-2017 16:50        Integrity About Contact  Quote this Post!
x 0   x 0  Alert Admin	Already shortlisted at least 3 bidders and invited them to do due diligence, this deal is more or less should be confirmed, shareholders just need to wait for the binding offer price. earlybird14      ( Date: 09-Mar-2017 16:23) Posted: I only support GIC to sell mah. Offer price will be higher than market price. No worry. GIC don't sell or deal no going through, free falling. Integrity      ( Date: 09-Mar-2017 16:04) Posted: Feel free to sell, the FM are more than willing to scoop up your shares LOL!
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earlybird14 Supreme	09-Mar-2017 16:23        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	I only support GIC to sell mah. Offer price will be higher than market price. No worry. GIC don't sell or deal no going through, free falling. Integrity      ( Date: 09-Mar-2017 16:04) Posted: Feel free to sell, the FM are more than willing to scoop up your shares LOL! earlybird14      ( Date: 09-Mar-2017 11:31) Posted: Sell sell sell. We know how worst we can go if the deal no going through. 1.6? Why? Based on 2.3% dividend, after all 1 times assets gain recorded no more to record, next year can't find property to buy. You will cry why at 1.6-1.8
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kerier Veteran	09-Mar-2017 16:19        kerier About Contact  Quote this Post!
x 0   x 0  Alert Admin	that is if he is vested... some people just like to scream " buy" and " sell" for fun. Integrity      ( Date: 09-Mar-2017 16:04) Posted: Feel free to sell, the FM are more than willing to scoop up your shares LOL! earlybird14      ( Date: 09-Mar-2017 11:31) Posted: Sell sell sell. We know how worst we can go if the deal no going through. 1.6? Why? Based on 2.3% dividend, after all 1 times assets gain recorded no more to record, next year can't find property to buy. You will cry why at 1.6-1.8
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Integrity Elite	09-Mar-2017 16:04        Integrity About Contact  Quote this Post!
x 0   x 0  Alert Admin	Feel free to sell, the FM are more than willing to scoop up your shares LOL! earlybird14      ( Date: 09-Mar-2017 11:31) Posted: Sell sell sell. We know how worst we can go if the deal no going through. 1.6? Why? Based on 2.3% dividend, after all 1 times assets gain recorded no more to record, next year can't find property to buy. You will cry why at 1.6-1.8. earlybird14      ( Date: 09-Mar-2017 11:28) Posted: Gic reduce stake from 50plus to 39% at 2.6 in 2013. So GIC was willing to sell at 2.6 why she don't sell higher than 2.6? So de meh? GLP really so great when price at 2.72? Let's look at financial result. Operating income, 590, 507, 451 and 633 mio for operating income from 2013-2016 Look at 1 time gain from property assets gain. 250, 359, 411, 673mio from 2013-2016. 2017, all above figure reach peak. assets gain (non cash) + operating income produce eps 0.19, pe 14. But dividend 0.06 and 2.3% lower than cpf. GLP almost purchase whatever can purchase in China Japan Brazil become leader in market, U.S. 2nd leader in market. What else can purchase? What else can record 1 times assets gain? With 2.3% dividend, cpf demand 2.5% and 4%, no enough. 2017, all are in peak with property gain (1time) at peak. Don't sell now to receive best valuation when to sell? Or wait till those palm counters record all the 1 times biological assets gain then no more to record, profit drop, PE drop, price free fall? Remove one time profit gain from assets gain what is PE? Above 25 plus. GIC is doing smartest way to sell her investment in GLP at best time. So give her a 👍 👍 👍 and hope bid price can be as high as possible to fill up the loses done in other investment for our cpf money
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FATABA Supreme	09-Mar-2017 15:24        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	I like the 2 points from this report.... ​ 1. " new leases include 42,000 sqm by three retailers in China, including Aeon and Metro, who are first-time customers for GLP. " ​ New relationship with this large new customers..... ​ 2. facility in Osaka expected to be completed in 2Q18, is now fully pre-leased.​ ......wow the demand is so good !! ​ GLP is certainly the leader in logistic warehousing in Japan and China market. zstro99      ( Date: 09-Mar-2017 10:01) Posted: GLP clinches new leases in China, Japan Source: TheEdge Markets | Publish date: Thu, 9 Mar 2017, 08:13 AM | >> Read article in News website SINGAPORE (March 9): Logistics facilities provider GLP has signed 69,000 sqm of new leases in China and Japan over the past three months. This was driven by higher online and offline retail consumption in both countries, the company says. Its new leases include 42,000 sqm by three retailers in China, including Aeon and Metro, who are first-time customers for GLP. In Japan, 27,000 sqm is leased to Maruni Business Logistics, a third-party logistics provider, to support growing demand from apparel companies. GLP adds that with its Japan deal, GLP Neyagawa, its logistics facility in Osaka expected to be completed in 2Q18, is now fully pre-leased. "These leases reinforce our view that global consumption will continue to drive demand for GLP's logistics facilities. In Japan, we expect absorption to remain strong and we will continue to focus on the core markets of Tokyo and Osaka," said Ming Z. Mei, CEO of GLP. "In China, consumers continue moving toward organised retail channels and we will continue to provide well-located logistics facilities and value-added solutions to support these growth trends."
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moron101 Supreme	09-Mar-2017 13:41        moron101 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Value will increase and price will gap up today due to this news. Tp 2.76 to 2.80. zstro99      ( Date: 09-Mar-2017 10:01) Posted: GLP clinches new leases in China, Japan Source: TheEdge Markets | Publish date: Thu, 9 Mar 2017, 08:13 AM | >> Read article in News website SINGAPORE (March 9): Logistics facilities provider GLP has signed 69,000 sqm of new leases in China and Japan over the past three months. This was driven by higher online and offline retail consumption in both countries, the company says. Its new leases include 42,000 sqm by three retailers in China, including Aeon and Metro, who are first-time customers for GLP. In Japan, 27,000 sqm is leased to Maruni Business Logistics, a third-party logistics provider, to support growing demand from apparel companies. GLP adds that with its Japan deal, GLP Neyagawa, its logistics facility in Osaka expected to be completed in 2Q18, is now fully pre-leased. "These leases reinforce our view that global consumption will continue to drive demand for GLP's logistics facilities. In Japan, we expect absorption to remain strong and we will continue to focus on the core markets of Tokyo and Osaka," said Ming Z. Mei, CEO of GLP. "In China, consumers continue moving toward organised retail channels and we will continue to provide well-located logistics facilities and value-added solutions to support these growth trends."
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earlybird14 Supreme	09-Mar-2017 11:33        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Then you finally aware, GLP is not a goose produce big egg without assets gain. Operating income and dividend is the real figure to reflect the actual earning power of this goose. How much? 2.3% net profit? Cut half. So sell sell sell. earlybird14      ( Date: 09-Mar-2017 11:31) Posted: Sell sell sell. We know how worst we can go if the deal no going through. 1.6? Why? Based on 2.3% dividend, after all 1 times assets gain recorded no more to record, next year can't find property to buy. You will cry why at 1.6-1.8. earlybird14      ( Date: 09-Mar-2017 11:28) Posted: Gic reduce stake from 50plus to 39% at 2.6 in 2013. So GIC was willing to sell at 2.6 why she don't sell higher than 2.6? So de meh? GLP really so great when price at 2.72? Let's look at financial result. Operating income, 590, 507, 451 and 633 mio for operating income from 2013-2016 Look at 1 time gain from property assets gain. 250, 359, 411, 673mio from 2013-2016. 2017, all above figure reach peak. assets gain (non cash) + operating income produce eps 0.19, pe 14. But dividend 0.06 and 2.3% lower than cpf. GLP almost purchase whatever can purchase in China Japan Brazil become leader in market, U.S. 2nd leader in market. What else can purchase? What else can record 1 times assets gain? With 2.3% dividend, cpf demand 2.5% and 4%, no enough. 2017, all are in peak with property gain (1time) at peak. Don't sell now to receive best valuation when to sell? Or wait till those palm counters record all the 1 times biological assets gain then no more to record, profit drop, PE drop, price free fall? Remove one time profit gain from assets gain what is PE? Above 25 plus. GIC is doing smartest way to sell her investment in GLP at best time. So give her a 👍 👍 👍 and hope bid price can be as high as possible to fill up the loses done in other investment for our cpf money
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earlybird14 Supreme	09-Mar-2017 11:31        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Sell sell sell. We know how worst we can go if the deal no going through. 1.6? Why? Based on 2.3% dividend, after all 1 times assets gain recorded no more to record, next year can't find property to buy. You will cry why at 1.6-1.8. earlybird14      ( Date: 09-Mar-2017 11:28) Posted: Gic reduce stake from 50plus to 39% at 2.6 in 2013. So GIC was willing to sell at 2.6 why she don't sell higher than 2.6? So de meh? GLP really so great when price at 2.72? Let's look at financial result. Operating income, 590, 507, 451 and 633 mio for operating income from 2013-2016 Look at 1 time gain from property assets gain. 250, 359, 411, 673mio from 2013-2016. 2017, all above figure reach peak. assets gain (non cash) + operating income produce eps 0.19, pe 14. But dividend 0.06 and 2.3% lower than cpf. GLP almost purchase whatever can purchase in China Japan Brazil become leader in market, U.S. 2nd leader in market. What else can purchase? What else can record 1 times assets gain? With 2.3% dividend, cpf demand 2.5% and 4%, no enough. 2017, all are in peak with property gain (1time) at peak. Don't sell now to receive best valuation when to sell? Or wait till those palm counters record all the 1 times biological assets gain then no more to record, profit drop, PE drop, price free fall? Remove one time profit gain from assets gain what is PE? Above 25 plus. GIC is doing smartest way to sell her investment in GLP at best time. So give her a 👍 👍 👍 and hope bid price can be as high as possible to fill up the loses done in other investment for our cpf money. earlybird14      ( Date: 08-Mar-2017 19:14) Posted: Touch 2.8 come down. So houses are asked to buy no more than 2.8. So 2.8x10% = 3.08 around.😁 😁 😁 A lot think too much lah. If you are bidders and want to buy glp for sure. You definitely has asked houses to accumulate at early stage. even you lose in bidding, the share accumulated still can sell to the higher bidders with better price. So a quick recovery at 2.65 till 2.8 sell down. So mean one of the bidders bid are around this range plus certain percentage 5-10%? Counter offer? Price will move up
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earlybird14 Supreme	09-Mar-2017 11:28        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Gic reduce stake from 50plus to 39% at 2.6 in 2013. So GIC was willing to sell at 2.6 why she don't sell higher than 2.6? So de meh? GLP really so great when price at 2.72? Let's look at financial result. Operating income, 590, 507, 451 and 633 mio for operating income from 2013-2016 Look at 1 time gain from property assets gain. 250, 359, 411, 673mio from 2013-2016. 2017, all above figure reach peak. assets gain (non cash) + operating income produce eps 0.19, pe 14. But dividend 0.06 and 2.3% lower than cpf. GLP almost purchase whatever can purchase in China Japan Brazil become leader in market, U.S. 2nd leader in market. What else can purchase? What else can record 1 times assets gain? With 2.3% dividend, cpf demand 2.5% and 4%, no enough. 2017, all are in peak with property gain (1time) at peak. Don't sell now to receive best valuation when to sell? Or wait till those palm counters record all the 1 times biological assets gain then no more to record, profit drop, PE drop, price free fall? Remove one time profit gain from assets gain what is PE? Above 25 plus. GIC is doing smartest way to sell her investment in GLP at best time. So give her a 👍 👍 👍 and hope bid price can be as high as possible to fill up the loses done in other investment for our cpf money. earlybird14      ( Date: 08-Mar-2017 19:14) Posted: Touch 2.8 come down. So houses are asked to buy no more than 2.8. So 2.8x10% = 3.08 around.😁 😁 😁 A lot think too much lah. If you are bidders and want to buy glp for sure. You definitely has asked houses to accumulate at early stage. even you lose in bidding, the share accumulated still can sell to the higher bidders with better price. So a quick recovery at 2.65 till 2.8 sell down. So mean one of the bidders bid are around this range plus certain percentage 5-10%? Counter offer? Price will move up. earlybird14      ( Date: 07-Mar-2017 16:18) Posted: The magic number is 2.7 x 10% so around 3 dollars???? The bidders may has commanded houses to collect from them at open market now. So the house try to buy 10% cheaper than offered price. any price higher say no. So explain why price at 2.65-2.7??? May be bidders will adjust in next round counter offer? Who knows but based on price seem like is around 3 dollars
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FATABA Supreme	09-Mar-2017 10:39        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Totally agreed. ​ Which is why a 10% ( even 20% above bk value ) is not going to get GIC to sell. ( or other big shareholders) ​ The potential of a good offer however is very likely ....  was started BY GIC which order a JPM calidate GLP value. ​ After first round of non binding bids.......if ALL these is NOT compelling ....I wonder why GIC is going into next step of opening its book to top 3 bidders and paying JPM and setting up an independent committee to review this. (time and money) ​ So the writings are on the wall...its only a matter of how much more can they get . Happy investing. moneyspinner      ( Date: 09-Mar-2017 10:24) Posted: If I am GIC, why would I get rid of a golden goose unless the price is compelling!   GLP is currently riding on a booming global trend to provide logistic support to eCommerce.
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moneyspinner Veteran	09-Mar-2017 10:24        moneyspinner About Contact  Quote this Post!
x 0   x 0  Alert Admin	If I am GIC, why would I get rid of a golden goose unless the price is compelling!   GLP is currently riding on a booming global trend to provide logistic support to eCommerce.
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stlimst Master	09-Mar-2017 10:08        stlimst About Contact  Quote this Post!
x 0   x 0  Alert Admin	Who is " the market" ? Retail investors, like us here, will not be able to set the price direction. The fund houses are doing the posturing. You think they know something that we are kept in the dark? zstro99      ( Date: 09-Mar-2017 10:04) Posted: Looking at the price movement recently, market factoring in a possibility that GIC may not sell after all? Since GLP is still having long term growth potential..
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zstro99 Member	09-Mar-2017 10:04        zstro99 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Looking at the price movement recently, market factoring in a possibility that GIC may not sell after all? Since GLP is still having long term growth potential..
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