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MrBear12 Supreme	29-Apr-2024 19:06        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	Low 6 series a steal. Hospitality industry gearing up. City dev will benefit
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MrBear12 Supreme	29-Apr-2024 10:06        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	So we can buy this on the cheap pasttime      ( Date: 29-Apr-2024 09:54) Posted: nav $10.12  rnav $17.12  why share price only $6.06? shows that investors do not value share price base on nav. so changing books value from conservative purchase less dep, to rnac will not have much impact on share price. rather different investors looks at it different way.  div demons look for div. the current already too low. high returns on investment are some considerations. like st katherine docks. purchase . $636m spend is cost. people look for return. a few percentage returns is for people who sits down do nothing.  investors will need to see what can one do about the purchase. next to iconic tower bridge which often mistaken as london bridge.  how many tourist foot fall can one move over to st katherine docks. how much perfume, skin care , lip sticks can the shops in the docks sell?  well managed it can grow more towards orchard road type of place. not so well can go down down to like camden town. i hope to see in next report.  invested amount, length of time to complete, potential sale income and est. profit. telling how much purchase is spending money.  earn money is what investors want not spend money.  earn money with no spend like asset light is best. dyodd
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pasttime Supreme	29-Apr-2024 09:54        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 0  Alert Admin	nav $10.12  rnav $17.12  why share price only $6.06? shows that investors do not value share price base on nav. so changing books value from conservative purchase less dep, to rnac will not have much impact on share price. rather different investors looks at it different way.  div demons look for div. the current already too low. high returns on investment are some considerations. like st katherine docks. purchase . $636m spend is cost. people look for return. a few percentage returns is for people who sits down do nothing.  investors will need to see what can one do about the purchase. next to iconic tower bridge which often mistaken as london bridge.  how many tourist foot fall can one move over to st katherine docks. how much perfume, skin care , lip sticks can the shops in the docks sell?  well managed it can grow more towards orchard road type of place. not so well can go down down to like camden town. i hope to see in next report.  invested amount, length of time to complete, potential sale income and est. profit. telling how much purchase is spending money.  earn money is what investors want not spend money.  earn money with no spend like asset light is best. dyodd
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MrBear12 Supreme	29-Apr-2024 06:08        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	SINGAPORE ? A recent four-day preview of The Residences at W Singapore Sentosa Cove attracted 3,200 visitors after prices of unsold units were slashed by over 40 per cent from 2010 launch levels. The high turnout surprised market watchers and indicated that buyers are ready to commit if developers adjust pricing. pasttime      ( Date: 26-Apr-2024 07:16) Posted: Yachting festival 2024 @ Marina Sentosa Cove 25-28 Apr.  surely got good number of people who loves to live where their yacht park. any buyers for your  W residences?
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MrBear12 Supreme	28-Apr-2024 10:40        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	Singapore home prices experience slow growth, and rents drop low as market cools down (msn.com)
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MrBear12 Supreme	28-Apr-2024 10:27        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	I highly doubt the Singapore market is BIG enough. Diversification around the globe mitigates country risks.
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Alignment Elite	28-Apr-2024 10:22        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Property investment definitely should be long term I agree. The transaction costs are so high - they will erode any gains made if you keep churning. The issue is that the UK is a bad long term bet going forward. You can look back and say the mid 90s to say 2016 was a good time but the past is the past. The big unavoidable issues they have are they have an unsustainable govt debt problem which the labour govt will try to solve by raising taxes on wealthier people (including property owners), and they have brexit which will limit their ability to grow out of the problem. On top of which Singaporean investors will get doubly hit because of currency. Citydev is better off focusing at home. That way it will close the gap between its share price and fundamental value. MrBear12      ( Date: 27-Apr-2024 21:02) Posted: Fair enough labor is likely to win and the possible taxes to be levied. But property investment is long term over many adminsitrations. The UK property market has demonstrated resilience even in face of political uncertainty. Not the greatest profits, but will not lose too much. I'd buy property in UK if I had the occasion to. But property management is extremely expensive.
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Ftyeng Senior	28-Apr-2024 00:35        Ftyeng About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	The very eloquent CEO Sherman said during recent AGM that his goal is to dispose of 1 billion of assets this year.     Wish him success. MrBear12      ( Date: 24-Apr-2024 18:19) Posted: Net Gearing 103% FY 2022: 84% Net Gearing 2 (include fair value) 61% FY 2022: 51% Sufficient Liquidity Total Cash 1 $2.2B FY 2022: $2.4B Financing Flexibility Interest Cover Ratio 2.8x Balanced Debt Profile % of Fixed Rate Debt 45% FY 2022: 9.8x Cash and Available Committed Credit Facilities $3.6B FY 2022: $4.1B 1 2 Net of overdraft Average Borrowing Cost 4.3% FY 2022: 2.4% FY 2022: 42% Average Debt Maturity 2.2 years FY 2022: 2.3 years Key figures Healthy. Except I wished the debt was not so high. That they could sell some asset to lower it.
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MrBear12 Supreme	27-Apr-2024 21:02        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	Fair enough labor is likely to win and the possible taxes to be levied. But property investment is long term over many adminsitrations. The UK property market has demonstrated resilience even in face of political uncertainty. Not the greatest profits, but will not lose too much. I'd buy property in UK if I had the occasion to. But property management is extremely expensive.
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Alignment Elite	27-Apr-2024 17:49        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	There is no guarantee in life except death. But I would say it is almost certain labour will win the next election. The Uk betting market odds currently imply a 90% probability that labour form the next government and an 88% probability that they will achieve this via a labour majority. In such a situation they will have complete control - there is nothing the opposition can do to block their legislative agenda over the next five years. Potential labour policies include increases in stamp duty, capital gains, inheritance tax, wealth taxes and the introduction of rent controls in areas where rents are high like London. Such policies would materially destroy property values in high end areas like central london where all Citydev' s residential properties are. It is almost as if companies like Citydev have a target on their backs. Hung parliament would be better as it would constrain labour from its most aggressive policies. But Labour will almost certainly win a majority by itself and hence the worst is likely to come to pass.   MrBear12      ( Date: 21-Apr-2024 23:27) Posted: No guarantee that property will be hit even if labor wins. UK not like Singapore if ruling party loses. They have a strong opposition. What is not so desirable I feel is a hung parliament where there is no majority.
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MrBear12 Supreme	26-Apr-2024 14:20        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	Plenty buyers. Too out of the way though. 99 year only.  A bit old. > 10years already. The Residences at W sees strong response with 65 units sold at an average price of $1,780 psf - Singapore Property News (edgeprop.sg) 256 Property For Sale, at The Residences at W Sentosa Cove | PropertyGuru Singapore You wanna buy contact above pasttime      ( Date: 26-Apr-2024 07:16) Posted: Yachting festival 2024 @ Marina Sentosa Cove 25-28 Apr.  surely got good number of people who loves to live where their yacht park. any buyers for your  W residences?
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pasttime Supreme	26-Apr-2024 07:16        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 0  Alert Admin	Yachting festival 2024 @ Marina Sentosa Cove 25-28 Apr.  surely got good number of people who loves to live where their yacht park. any buyers for your  W residences?
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MrBear12 Supreme	25-Apr-2024 09:51        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	Recommended you become their business development manager for hospitality in asia
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pasttime Supreme	25-Apr-2024 09:49        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 0  Alert Admin	the conditions are similar between hk and shenzhen. hk old people want to retire in shenzhen for lower cost living. it is the setup, procastinations etc that is stopping them. anyone with the right property setup can arrange it and make it easy for them can make money.
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MrBear12 Supreme	25-Apr-2024 09:42        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	Good idea pasttime      ( Date: 25-Apr-2024 09:37) Posted: those who work in singapore and stay in malaysia make the best of both world that is possible getting higher salary sgd and lower cost of living in malaysia in myr. many wanted to do it . just hessitate due to procastinations, uncertainty about safety, no friends once there. the trouble of crossing the causeway jam daily if work in singapore etc. anyone who can organize the living in jb with a singapore community that address these concerns win. renr the accomodation there. keep the singapore property to rent. use the rental income to pay for the rental and living expenses in jb. think still has left over. transport, grab can help.  it is up to those able with connection to organize it.  big player can rent an entire condo or blocks then sub rent to singaporean who wants to stay there. get them to assign the singapore house/hdb to be rented out. managed etc. with a small cut in rental income. win both ways.
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pasttime Supreme	25-Apr-2024 09:37        pasttime About Contact  Quote this Post!   Yells: "gold silver are real money. not others iou."
x 0   x 0  Alert Admin	those who work in singapore and stay in malaysia make the best of both world that is possible getting higher salary sgd and lower cost of living in malaysia in myr. many wanted to do it . just hessitate due to procastinations, uncertainty about safety, no friends once there. the trouble of crossing the causeway jam daily if work in singapore etc. anyone who can organize the living in jb with a singapore community that address these concerns win. renr the accomodation there. keep the singapore property to rent. use the rental income to pay for the rental and living expenses in jb. think still has left over. transport, grab can help.  it is up to those able with connection to organize it.  big player can rent an entire condo or blocks then sub rent to singaporean who wants to stay there. get them to assign the singapore house/hdb to be rented out. managed etc. with a small cut in rental income. win both ways.
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MrBear12 Supreme	24-Apr-2024 18:31        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	Highest revenue since the Group&rsquo s inception in 1963 Driven by the property development segment with a $1.5B contribution from:  The fully-sold EC project Piermont Grand following its TOP in Jan 2023, enabling revenue and profit to be recognised in entirety upon completion under prevailing accounting policies for ECs  The Shirokaneland site in Tokyo, which was sold in Jul 2023 PATMI:  Lower PATMI was due to the absence of substantial divestment gains in FY 2022, coupled with higher financing costs for FY 2023 Please DYODD Trade with care and diligence MrBear12      ( Date: 24-Apr-2024 18:14) Posted: Pick up at early six series is affordable. I personally like the six series CDL. They had record revenues last year. CDL_AGM_2024_Presentation.ashx (sgx.com) Company Announcements &ndash Investor Portal (CDP Internet) &ndash Singapore Exchange (SGX)
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MrBear12 Supreme	24-Apr-2024 18:25        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	Creating Value for Shareholders through: Improving ROE Capital Recycling Growing AUM Prudent Capital Management Asset Optimisation Enhancing Recurring Income Diversification Sustainability
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MrBear12 Supreme	24-Apr-2024 18:23        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	Portfolio Restructuring to Unlock Value CDL shares trading at 70% discount to RNAV Macroeconomic headwinds depressing valuations Reflects confidence in CDL&rsquo s strong fundamentals and growth potential Acquiring at value-accretive prices.An attractive opportunity to deploy capital into our portfolio which we know best Strengthen alignment with shareholders
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MrBear12 Supreme	24-Apr-2024 18:19        MrBear12 About Contact  Quote this Post! Style: Combined   Mood: Yells: "Cast all our anxieties on Jesus for He cares for us"
x 0   x 0  Alert Admin	Net Gearing 103% FY 2022: 84% Net Gearing 2 (include fair value) 61% FY 2022: 51% Sufficient Liquidity Total Cash 1 $2.2B FY 2022: $2.4B Financing Flexibility Interest Cover Ratio 2.8x Balanced Debt Profile % of Fixed Rate Debt 45% FY 2022: 9.8x Cash and Available Committed Credit Facilities $3.6B FY 2022: $4.1B 1 2 Net of overdraft Average Borrowing Cost 4.3% FY 2022: 2.4% FY 2022: 42% Average Debt Maturity 2.2 years FY 2022: 2.3 years Key figures Healthy. Except I wished the debt was not so high. That they could sell some asset to lower it.
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