Back

Latest Forum Topics / Ascendas-hTrust

Post Reply

Ascendas Hospitality Trust Fundamental Post Reply Rate topic
ecekca Elite	28-Dec-2015 21:27        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Expect AHT to charge up to 80 cents and above anothe day of high volume.. Maybe unknown buying up shares
Useful To Me  Not Useful To Me
ecekca Elite	28-Dec-2015 15:12        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	okie tx for the info. Goldfinger      ( Date: 28-Dec-2015 11:16) Posted: At least 20%-30% higher for freehold  I think, although rentals would be about the same.  ecekca      ( Date: 28-Dec-2015 10:47) Posted: i know what you mean how much valuation difference for freehold condo and 99 year condo?
Useful To Me  Not Useful To Me
Goldfinger Supreme	28-Dec-2015 11:16        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	At least 20%-30% higher for freehold  I think, although rentals would be about the same.  ecekca      ( Date: 28-Dec-2015 10:47) Posted: i know what you mean how much valuation difference for freehold condo and 99 year condo? Goldfinger      ( Date: 27-Dec-2015 21:50) Posted: Just like how you would view a freehold condo in SGP vs a 99 year condo in a similar location earning the same rent I suppose - with freehold you can redevelop and maximise plot ratios in future without having to pay for a fresh lease.
Useful To Me  Not Useful To Me
ecekca Elite	28-Dec-2015 10:50        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	bigger player buying up AHT price push up to 0.765
Useful To Me  Not Useful To Me
ecekca Elite	28-Dec-2015 10:47        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	i know what you mean how much valuation difference for freehold condo and 99 year condo? Goldfinger      ( Date: 27-Dec-2015 21:50) Posted: Just like how you would view a freehold condo in SGP vs a 99 year condo in a similar location earning the same rent I suppose - with freehold you can redevelop and maximise plot ratios in future without having to pay for a fresh lease.. ecekca      ( Date: 27-Dec-2015 20:51) Posted: how much do you think freehold play a role in their valuation ? I doubt AHT is attractive because its freehold?
Useful To Me  Not Useful To Me
Goldfinger Supreme	27-Dec-2015 21:50        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	Just like how you would view a freehold condo in SGP vs a 99 year condo in a similar location earning the same rent I suppose - with freehold you can redevelop and maximise plot ratios in future without having to pay for a fresh lease.. ecekca      ( Date: 27-Dec-2015 20:51) Posted: how much do you think freehold play a role in their valuation ? I doubt AHT is attractive because its freehold? Goldfinger      ( Date: 25-Dec-2015 17:45) Posted: I'm not even sure if there are comparables to AHT on SGX as AHT properties are largely freehold
Useful To Me  Not Useful To Me
ecekca Elite	27-Dec-2015 20:51        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	how much do you think freehold play a role in their valuation ? I doubt AHT is attractive because its freehold? Goldfinger      ( Date: 25-Dec-2015 17:45) Posted: I'm not even sure if there are comparables to AHT on SGX as AHT properties are largely freehold
Useful To Me  Not Useful To Me
ecekca Elite	27-Dec-2015 20:48        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	For Sabana, Price is cheap cos DPU keep dropping and because their master leases keep on converting to multi-leases it also due to oversupply of industrial space..   For Fortunre Reit, why do you say have to pay alot more? care to share your view junction      ( Date: 25-Dec-2015 18:49) Posted: Sabana just need a change of managers.   The price is cheap because the managers are not good.   This makes it a good target.   To take over Fortune Reit you would have to pay a lot more - not cheap.   That does not make it a good target to take over. ecekca      ( Date: 24-Dec-2015 17:19) Posted: the reason why Private equity fund loves to take them becos they only mark them once a yearly. sabana is cheap but it crap they should take over fortune REIT or Far East HTrust since its the cheapest..
Useful To Me  Not Useful To Me
junction Master	25-Dec-2015 18:49        junction About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sabana just need a change of managers.   The price is cheap because the managers are not good.   This makes it a good target.   To take over Fortune Reit you would have to pay a lot more - not cheap.   That does not make it a good target to take over. ecekca      ( Date: 24-Dec-2015 17:19) Posted: the reason why Private equity fund loves to take them becos they only mark them once a yearly. sabana is cheap but it crap they should take over fortune REIT or Far East HTrust since its the cheapest.. junction      ( Date: 24-Dec-2015 14:50) Posted: m& A may spike up as prices of shares/reits have corrected.   We never know, the next reit/trust to be taken over might be one of those cheaper ones such as Sabana or even APTT
Useful To Me  Not Useful To Me
Goldfinger Supreme	25-Dec-2015 17:45        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	I'm not even sure if there are comparables to AHT on SGX as AHT properties are largely freehold
Useful To Me  Not Useful To Me
ecekca Elite	24-Dec-2015 22:44        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	if the unknown wants to takeover, they better offer a damn good price like 1.4 P/B if they are betting the australia property will rise. if they wants to wash their dirty $$, they better even offer a super good price like 1.8 P/B cos the holders are helping them Goldfinger      ( Date: 24-Dec-2015 17:21) Posted: So sweet - haha - just an innocent observer lah.. 😇 ecekca      ( Date: 24-Dec-2015 17:20) Posted: you?
Useful To Me  Not Useful To Me
Goldfinger Supreme	24-Dec-2015 17:21        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	So sweet - haha - just an innocent observer lah.. 😇 ecekca      ( Date: 24-Dec-2015 17:20) Posted: you?   Goldfinger      ( Date: 24-Dec-2015 17:06) Posted: Never show hand yet...
Useful To Me  Not Useful To Me
ecekca Elite	24-Dec-2015 17:20        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	you?   Goldfinger      ( Date: 24-Dec-2015 17:06) Posted: Never show hand yet...
Useful To Me  Not Useful To Me
ecekca Elite	24-Dec-2015 17:19        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	the reason why Private equity fund loves to take them becos they only mark them once a yearly. sabana is cheap but it crap they should take over fortune REIT or Far East HTrust since its the cheapest.. junction      ( Date: 24-Dec-2015 14:50) Posted: m& A may spike up as prices of shares/reits have corrected.   We never know, the next reit/trust to be taken over might be one of those cheaper ones such as Sabana or even APTT  ecekca      ( Date: 24-Dec-2015 10:33) Posted: the unknown is buying big. suddenly volume spike up and now it 0.75
Useful To Me  Not Useful To Me
Goldfinger Supreme	24-Dec-2015 17:06        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	Never show hand yet...
Useful To Me  Not Useful To Me
junction Master	24-Dec-2015 14:50        junction About Contact  Quote this Post!
x 0   x 0  Alert Admin	m& A may spike up as prices of shares/reits have corrected.   We never know, the next reit/trust to be taken over might be one of those cheaper ones such as Sabana or even APTT  ecekca      ( Date: 24-Dec-2015 10:33) Posted: the unknown is buying big. suddenly volume spike up and now it 0.75
Useful To Me  Not Useful To Me
ecekca Elite	24-Dec-2015 10:33        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	the unknown is buying big. suddenly volume spike up and now it 0.75
Useful To Me  Not Useful To Me
ecekca Elite	24-Dec-2015 10:00        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Sell Vol(K) 500.6K @ 0.735 Buy Vol(K) 647.6K @ 0.73 ecekca      ( Date: 24-Dec-2015 09:58) Posted: Buy                Sell 0.73 ecekca      ( Date: 24-Dec-2015 09:25) Posted: Another buyer 1.4K out of 367.4K (only 14.9K are buyer, the rest are seller)
Useful To Me  Not Useful To Me
ecekca Elite	24-Dec-2015 09:58        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Buy                Sell 0.73 ecekca      ( Date: 24-Dec-2015 09:25) Posted: Another buyer 1.4K out of 367.4K (only 14.9K are buyer, the rest are seller) ecekca      ( Date: 24-Dec-2015 09:19) Posted: Only see small buyer at 0.735 10K 3.4K 0.1K The rest are all seller at 0.73
Useful To Me  Not Useful To Me
ecekca Elite	24-Dec-2015 09:25        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Another buyer 1.4K out of 367.4K (only 14.9K are buyer, the rest are seller) ecekca      ( Date: 24-Dec-2015 09:19) Posted: Only see small buyer at 0.735 10K 3.4K 0.1K The rest are all seller at 0.73
Useful To Me  Not Useful To Me

                                                         First   < Newer   181-200 of 309   Older>   Last