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melody88 Member	19-Jan-2026 13:40        melody88 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Breaking 0.18 soon.
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PQTPQK Supreme	19-Jan-2026 13:30        PQTPQK About Contact  Quote this Post!
x 0   x 0  Alert Admin	seem like will test 0.20 later.....
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TraderBen Supreme	19-Jan-2026 13:06        TraderBen About Contact  Quote this Post!
x 0   x 0  Alert Admin	wasted sia.. this one very obvious on the uptrend but never wrong to lock in profits.. CheongArgh      ( Date: 19-Jan-2026 09:26) Posted: Sold all 500 lots at 160. Thank u, Raff Edu !
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SmallSmall Supreme	19-Jan-2026 12:56        SmallSmall About Contact  Quote this Post!
x 0   x 1  Alert Admin	Repost for those interested. SmallSmall      ( Date: 16-Dec-2025 09:07) Posted: THE CONTEXT &bull Raffles Education has faced significant challenges for more than a decade, including a prolonged legal dispute, failed board ouster attempts, and allegations of high executive perks, and governance issues. &bull   The COVID-19 pandemic exacerbated woes, causing student enrollment drops, and revenue declines, compounded by high debt burdens and China regulatory pressures. &bull   Its stock performance reflects this: From ~S$0.80 in late 2010, shares trended downward over years, hitting a low of S$0.03 in Jan 2025. However, 4Q momentum has pushed it to ~S$0.132. &bull   KGI Securities' initiation report dated Dec 15, 2025 highlights an expected multi-year recovery for Raffles in Asian private education. &bull   Analyst Chen Guangzhi recommends OUTPERFORM for the stock with TP  S$0.54,  and a  TP of  S$0.34  when convertible bonds are turned into equity. Read more below ... Excerpts from KGI report Analyst:  Chen Guangzhi   Raffles Education: Undergoing a Multi-year Turnaround &bull   Core Education segment normalisation with stronger unit  economics. Raffles Education&rsquo s student enrolment  stabilised above 22,000 in FY22&ndash 25, with the FY25 drop of  ~4,800 students largely driven by strategic network  rationalisation rather than demand weakness. The Group  shifted towards higher-value programmes, lifting average  fees per student from below S$3,700 in FY23 to above  S$5,000 in FY25, which helped offset the enrolment decline. Operating metrics remain healthy: course fees/personnel  cost stayed above 1.8× , while a 13.7% YoY rise in personnel  expenses&mdash well above typical salary increments&mdash signals  active headcount expansion to support growth. &bull   Refined geographic focus: expanding ASEAN, reducing  China exposure. ASEAN course-fee revenue grew from  S$30.1m in FY2021 to S$46.9m in FY2025, supported by  resilient demand for its K12 and higher-education  programmes, including the 500 students in Raffles American  School Johor. In contrast, North Asia revenue fell from  S$54.6m to S$40.6mn as the Group intentionally scaled  back its China footprint through campus rationalisation and  exits from lower-margin operations. This strategic  rebalancing positions Raffles Education more squarely in  ASEAN&rsquo s structurally high-growth private-education market. &bull   Balance-sheet repair gaining traction through lower  gearing and falling interest costs. Profitability has long been  constrained by thin interest coverage, but the environment  is turning supportive as global rates fall and the Group  actively deleverages. Key initiatives include monetising low yielding  core and non-core assets&mdash the proposed disposal of  Wanbo College announced on 26 November and the proposed S$121.8m sale of 51 Merchant Road announced  on 1 December&mdash to repay major secured loans, as well as  converting approximately S$15.5m of insider funding into  equity. With the recent surge in share price, the convertible  bonds are now effectively equity holders are incentivised to  convert, given the opportunity to more than double their  initial investment. Beyond the convertible bonds, further  balance-sheet repair is expected through continued asset  divestments and debt-to-equity conversions, collectively positioning the Group for a structurally lower interest  burden and a more sustainable capital structure. &bull   Attractive asset-value arbitrage from undervalued real  estate portfolio. Raffles Education owns sizable rental generating  and owner-occupied properties across  Singapore, Malaysia, Indonesia, Thailand and China that are  carried at historical cost, contributing to its depressed  P/NTA. The rental assets alone are worth roughly the  Group&rsquo s entire market cap, implying investors are effectively  getting the core education business and remaining land  bank for free &mdash offering a wide margin of safety. Furthermore, the market has yet recognized the  value of its intangible assets such as university and colleges  licences which the company owns in various countries and  the brand name of " Raffles Education" .   Valuation & Action We initiate Raffles Education with an OUTPERFORM recommendation at a fully diluted TP of S$0.34 and a current  TP of S$0.54 using a DCF valuation methodology with a WACC  of 8.0% and a terminal growth rate of 2.5%. Chen Guangzhi, analystGiven the decline  in debt levels and lower interest rates, should the Group&rsquo s profitability improve substantially onwards with potential  increase in school fees. Outlook: Raffles Education will focus its expansion efforts on ASEAN markets, particularly in Malaysia, Indonesia, and Thailand. The Group is expected to emerge largely debt-free, except for approximately S$20mn of debt at the OUCHK level. OUCHK is a separately listed entity on the HKEX. With the substantial reduction in borrowings, the resulting interest savings will be significant. The Company also plans to re-establish a dividend policy, which will reward shareholders and further strengthen the alignment between management and shareholder interests. Risks:  The student enrolment decline in FY25 highlights ongoing demand volatility amid competitive and cyclical pressures. Operating across multiple jurisdictions also exposes the Group to regulatory shifts, while rising staff costs, inflation, and currency movements pose margin risks. Finally, the business remains highly dependent on brand reputation, where any deterioration in perceived quality could materially impact pricing power and future enrolment.
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piscesmonkey Supreme	19-Jan-2026 12:01        piscesmonkey About Contact  Quote this Post!
x 0   x 2  Alert Admin	Long time no see bro. Hmm trendliness also got lion investor will it chiong up soon? machidrain      ( Date: 17-Jan-2026 16:25) Posted: different. GKE only got asdew and ICH. (2 BB) Raffles got ( Asdew ICH) + ( LION global OCBC, Maybank Asset,  Bobby Lim Chye Huat,  Roland Ng San Tiong(Tat Seng),Areca Capital, Azure Capital) So many BB piscesmonkey      ( Date: 17-Jan-2026 16:18) Posted: But see gke placement at 97 $8m plus? Under wate
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shk363 Elite	19-Jan-2026 11:53        shk363 About Contact  Quote this Post!
x 0   x 1  Alert Admin	no 50 cts no sell
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trader1970 Elite	19-Jan-2026 11:52        trader1970 About Contact  Quote this Post!
x 0   x 0  Alert Admin	This is no brainer buy of the month, more good news in the making as manifested by the Ultra high networth plus established funds taking on the treasury shares, Just long and keep in your closet and before you know, it is 20 cts above. RSI above 70, MACD turns positive.. It will be another " SANLI" and sunny ...... machidrain      ( Date: 17-Jan-2026 16:25) Posted: different. GKE only got asdew and ICH. (2 BB) Raffles got ( Asdew ICH) + ( LION global OCBC, Maybank Asset,  Bobby Lim Chye Huat,  Roland Ng San Tiong(Tat Seng),Areca Capital, Azure Capital) So many BB piscesmonkey      ( Date: 17-Jan-2026 16:18) Posted: But see gke placement at 97 $8m plus? Under wate
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trader1970 Elite	19-Jan-2026 11:42        trader1970 About Contact  Quote this Post!
x 0   x 0  Alert Admin	It will, just be patient  machidrain      ( Date: 19-Jan-2026 11:00) Posted: 200 otw
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SmallSmall Supreme	19-Jan-2026 11:42        SmallSmall About Contact  Quote this Post!
x 0   x 1  Alert Admin	$0.18 otw.... $0.175 +$0.025
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Neutral_Guy Senior	19-Jan-2026 11:17        Neutral_Guy About Contact  Quote this Post!
x 0   x 1  Alert Admin	Please don' t post target prices. Shorties will act. It will rises to suitable levels. Thanks.  machidrain      ( Date: 19-Jan-2026 11:00) Posted: 200 otw
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machidrain Veteran	19-Jan-2026 11:00        machidrain About Contact  Quote this Post!
x 0   x 0  Alert Admin	200 otw
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trader1970 Elite	19-Jan-2026 10:44        trader1970 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Short squeeze?...... 20 otw ?....  WATCH... Stocky901      ( Date: 19-Jan-2026 10:24) Posted: Support from very strong investors.. today likely can go 17 series.. ✌ ️ ✌ ️ PQTPQK      ( Date: 19-Jan-2026 10:07) Posted: let see how it will close today ..
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Stocky901 Supreme	19-Jan-2026 10:24        Stocky901 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Support from very strong investors.. today likely can go 17 series.. ✌ ️ ✌ ️ PQTPQK      ( Date: 19-Jan-2026 10:07) Posted: let see how it will close today ... tedlim      ( Date: 18-Jan-2026 12:12) Posted: The Funds coming in signifies a new beginning for the Group' s shareholder base.    Last time, their mkt cap at peak was S$3.5 BILLION...now mkt cap at about S$250 million. Remember recent news..XCL Education (similar to Raffles Edu but not much fixed property assets) is looking to be sold for US$1.5 billion ..https://www.businesstimes.com.sg/international/asean/global-private-equity-firms-eye-singapore-based-xcl-education-sources
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PQTPQK Supreme	19-Jan-2026 10:07        PQTPQK About Contact  Quote this Post!
x 0   x 0  Alert Admin	let see how it will close today ... tedlim      ( Date: 18-Jan-2026 12:12) Posted: The Funds coming in signifies a new beginning for the Group' s shareholder base.    Last time, their mkt cap at peak was S$3.5 BILLION...now mkt cap at about S$250 million. Remember recent news..XCL Education (similar to Raffles Edu but not much fixed property assets) is looking to be sold for US$1.5 billion ..https://www.businesstimes.com.sg/international/asean/global-private-equity-firms-eye-singapore-based-xcl-education-sources
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CheongArgh Master	19-Jan-2026 09:26        CheongArgh About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Sold all 500 lots at 160. Thank u, Raff Edu !
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PQTPQK Supreme	18-Jan-2026 12:54        PQTPQK About Contact  Quote this Post!
x 0   x 0  Alert Admin	hope so.. shk363      ( Date: 18-Jan-2026 12:50) Posted: tmr gap up past 20
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shk363 Elite	18-Jan-2026 12:50        shk363 About Contact  Quote this Post!
x 0   x 0  Alert Admin	tmr gap up past 20
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tedlim Veteran	18-Jan-2026 12:12        tedlim About Contact  Quote this Post!
x 0   x 0  Alert Admin	The Funds coming in signifies a new beginning for the Group' s shareholder base.    Last time, their mkt cap at peak was S$3.5 BILLION...now mkt cap at about S$250 million. Remember recent news..XCL Education (similar to Raffles Edu but not much fixed property assets) is looking to be sold for US$1.5 billion ..https://www.businesstimes.com.sg/international/asean/global-private-equity-firms-eye-singapore-based-xcl-education-sources
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WBdisciple Elite	18-Jan-2026 12:01        WBdisciple About Contact  Quote this Post!
x 0   x 0  Alert Admin	Look at their fundamentals... Since establishing its first college in Singapore in 1990, RafflesEducation has grown to provide a full spectrum of education services through a vast network globally, with net assets of S$640.6 million (as at 30 June 2025) that is underpinned by substantial freehold property assets across Asia. Version 2.0 - Agile business model in the education industry supported by sustained demand for quality education in Asia - Scalable platform (built over 35 years) for growth with the trusted Raffles education brand - Low incremental capex to scale our academic programs in ASEAN, with a focus on our premium K-12 enrolments in Asean prioritising growth in Thailand, Malaysia and Indonesia - Established education ecosystem with full spectrum of education services through a vast network globally - EBITDA of at least S$20 million on average over past 3 years highlights resiliency of our underlying education business model - Net assets of S$640.6 million as at 30 June 2025, underpinned by substantial freehold property assets across Asia - Advancing towards a net cash position and stronger balance sheet with active leveraging initiatives and supported by prudent financial approach - Strong founder alignment with funding support and increased equity stake through debt conversion Latest slides here: https://links.sgx.com/FileOpen/RE_IR_PPT_public_06Jan2026.ashx?App=Announcement& FileID=871434
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piscesmonkey Supreme	17-Jan-2026 19:26        piscesmonkey About Contact  Quote this Post!
x 0   x 1  Alert Admin	Ya some placement under water some go up very high. Huat ah machidrain      ( Date: 17-Jan-2026 16:25) Posted: different. GKE only got asdew and ICH. (2 BB) Raffles got ( Asdew ICH) + ( LION global OCBC, Maybank Asset,  Bobby Lim Chye Huat,  Roland Ng San Tiong(Tat Seng),Areca Capital, Azure Capital) So many BB piscesmonkey      ( Date: 17-Jan-2026 16:18) Posted: But see gke placement at 97 $8m plus? Under wate
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