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Global Logistic
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Kyoto2008
Elite |
15-Sep-2014 19:21
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Yep, looks like a H& S formation completed in less than one month, not a perfect one, but volume falling on the last shoulder. See whether comes true. |
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MtFaber
Senior |
15-Sep-2014 16:08
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Head and shoulder formed? |
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Kyoto2008
Elite |
27-Aug-2014 23:40
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it' s because anything Cheena, global investors paint them with one brush stroke....sell. But glad to see GLP has done well, and broken out from price consolidation with further upside, as opposed to it' s counterpart Capitaland which could be hampered. GLP price has marched forward, in spite of negative Cheena news, this is a good sign that investors could tell the difference between a property and operations play. |
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Qanghoo
Supreme |
27-Aug-2014 22:41
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Just not so long ago, every day also sell down until facc green green. Now a mighty reversal. That, in a nutshell, is the Singapore Stock Market.
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Kyoto2008
Elite |
27-Aug-2014 22:14
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Seems it has already broken out. My point of reference is 2.83.
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stevenk
Senior |
27-Aug-2014 21:14
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shareflux
Senior |
23-Aug-2014 21:07
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GLP is a stock with the good news.... funds have been buying whenever there is a market dip for the last few weeks. hence, we see good price support above 1.76. |
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Tidawave
Member |
22-Aug-2014 10:11
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Singapore, 21 August 2014&ndash Global Logistic Properties Limited (&ldquo GLP&rdquo ), the leading provider of modern logistics facilities in China, Japan and Brazil, has signed two new lease agreements totaling 34,000 square meters (&ldquo sqm&rdquo ) (366,000 square feet (&ldquo sq ft&rdquo )) with industry leading companies in Eastern and Northern China. The customers will use the facilities for storage and distribution of packaged foods, including products with temperature-control requirements. These are new customer relationships for GLP. Kent Yang, President of GLP China, said: &ldquo We are excited to establish new relationships with the customers. Food manufacturers are ramping up distribution capability amid increasing demand from consumers for more convenient and safer food distribution. GLP&rsquo s well-located, high-quality facilities provide the ideal environment for modern food logistics and are helping to drive improvements in the industry. We expect further opportunities in this area and look forward to supporting our customers as they expand.&rdquo === Source from GLP website. |
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stevenk
Senior |
20-Aug-2014 21:11
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stevenk
Senior |
17-Aug-2014 14:42
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Must close above 2.86 for the uptrend to contimue. |
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shareflux
Senior |
11-Aug-2014 16:57
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Yup... The selling to J-REIT will lighten the balance sheet and create a recurring income like ARA Management. The Brazil acquisition will bring in $128M abt 3 cts in EPS next year. | ||||
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Kyoto2008
Elite |
11-Aug-2014 16:50
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Correct me if I am wrong, their strategy is to securitise their assets wherever possible (eg in Japan where the mkt is more sophisticated), and therefore hive off risk of fluctations in property prices. As the manager for J-Reits (which they have sold off majority ownership), they earn fund management fees. Clever board! |
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WanSiTong
Supreme |
11-Aug-2014 16:16
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Published August 11, 2014
GLP to sell 9 assets to J-Reit for 53.8 billion yen
 GLOBAL Logistic Properties Limited (GLP) said it will sell nine properties in Japan to associate GLP J-Reit for 53.8 billion yen (S$659 million). These properties comprise a total gross floor area of 237,000 square metres. GLP, the property and asset manager of J-Reit, said it plans to recycle the sales proceeds to retain its 15 per cent stake in J-Reit and in developments in China, Japan and Brazil. This transaction is expected to be completed in September. Upon completion of the deal, GLP' s fund management platform will grow to US$11.9 billion |
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Kyoto2008
Elite |
11-Aug-2014 16:10
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Yep, I went through their financials ended 31st March 2014. Brazil is one of the three geographic regions under coverage, the other two are Japan and China. There are interesting facts in the annual report such as occupancy rates, increase in AUM in their fund management biz, land and warehousing space. Their main area of growth is still in China which would provide the lion' s share of contributions in future. The stock price has taken off since listing as the " fool" pointed out, and meanwhile, there has been a period of little share price growth which is not consistent with the pace of progress they are making. I think it' s a matter of time ppl realise this.
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Kyoto2008
Elite |
11-Aug-2014 16:01
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True the share price performance has been lagging behind. However, believe this to be because many ppl do not know much about this co. The business model is extremely appealing, building logistics operations in China (they have coverage all over the major cities), one of their customers is Amazon. They have a Board that is focused on growth, the partnership with a local Chinese company is a strategic move that is positive. They have a sharebuyback scheme which will support employee share option scheme, and assist in price support as well. Believe the share price is undergoing a period of consolidation, take a look at the chart below. During this period, there will be exchanges of shares between buyers who are aware of the potential growth and profits and sellers who are fed up with the stagnating price. It is convential belief that the longer the consolidation, the higher the upward spiral in price. 
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shareflux
Senior |
11-Aug-2014 15:20
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i heard it from the fool.
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Qanghoo
Supreme |
11-Aug-2014 12:53
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I think those recommendations have been around for months. In fact, DBSS had even raised it' s TP to 3.42 a few mths ago. But price continue to stagnate or sag. After the result announcement, price was pumped up for half a day and then dumped, closing lower than prior to announcement.
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Kyoto2008
Elite |
11-Aug-2014 10:36
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Could you share more about the Brazil portfolio, something interesting. This counter is poised to move up with at least four analysts recommending with a TP of 3.3 average, at current price of 2.75, it would be a 55 cents gain. Accumulate when the price drops down. It' s a gem!
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shareflux
Senior |
06-Aug-2014 10:41
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brother Wan Si Tong, thanks for the post. Look like the future of GLP will be brighter with big China GLC (Bank of China and China Life) backing and the new acquired portfolio Brazil. The Brazil portfolio is a sweetheart deal from Temasek with accretive yield of > 9% and potential for a REIT spinoff. $2.73 is the next support and a stronger support at $2.66. Will accumulate when see this price again!! |
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WanSiTong
Supreme |
05-Aug-2014 10:34
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Published August 05, 2014
GLP' s Q1 net profit falls 12%on higher expenses
GLOBAL Logistics Properties, which counts GIC among its substantial shareholders, registered a 12 per cent decline in net profit attributable to shareholders to US$179.4 million for its fiscal first quarter ended June 30. The modern logistics facility player said the decline was due to higher operating and finance expenses during the period and a higher share going to non-controlling interests following the completion of the first tranche of investment by a consortium of investors. The Chinese consortium, including Bank of China, China Life and HOPU Funds, will own up to a 34 per cent stake in GLP' s Chinese subsidiary and 1.5 per cent in GLP when two tranches of investments are completed. During the fiscal first quarter, GLP' s revenue grew 18 per cent to US$169.3 million as it completed and stabilised development projects in China with increasing rents, included a newly acquired portfolio in Brazil in June and obtained higher dividend income from GLP J-REIT. |
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