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EAGLE Hosp Reit US$ @$0.780 cents Post Reply Rate topic
RickyCheng Member	19-Nov-2019 09:21        RickyCheng About Contact  Quote this Post!
x 0   x 0  Alert Admin	arghhh !
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jamesng Master	19-Nov-2019 09:06        jamesng About Contact  Quote this Post!
x 0   x 0  Alert Admin	Only 0.61 TP. :(
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CheeryVGoh Supreme	18-Nov-2019 11:50        CheeryVGoh About Contact  Quote this Post!   Mood:
x 1   x 0  Alert Admin	KGI : https://research.sginvestors.io/2019/11/eagle-hospitality-trust-kgi-securities-research-2019-11-15.html
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ehclim Elite	18-Nov-2019 11:44        ehclim About Contact  Quote this Post!
x 0   x 0  Alert Admin	Unit price is slowly but surely and gradually inching up. ipolaris      ( Date: 18-Nov-2019 08:41) Posted: It depends. If shareholders want to take advantage of both the attractive 14% dividends and a possible further surge of price, they will wait and see  Secret_Squirrel      ( Date: 17-Nov-2019 21:47) Posted: Will people start to take profit on Monday since quite a lot of them had bought at much lower price?
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RickyCheng Member	18-Nov-2019 11:39        RickyCheng About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://sg.news.yahoo.com/sgx-apos-expectations-reits-ipo-160001708.html   Read about it.  Lots of rhetoric only.
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ipolaris Senior	18-Nov-2019 08:41        ipolaris About Contact  Quote this Post!
x 0   x 0  Alert Admin	It depends. If shareholders want to take advantage of both the attractive 14% dividends and a possible further surge of price, they will wait and see  Secret_Squirrel      ( Date: 17-Nov-2019 21:47) Posted: Will people start to take profit on Monday since quite a lot of them had bought at much lower price? shk363      ( Date: 17-Nov-2019 13:25) Posted: monday last chance to get at below 60 cts
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Secret_Squirrel Elite	17-Nov-2019 21:47        Secret_Squirrel About Contact  Quote this Post!   Yells: "Stay curious but skeptical"
x 0   x 0  Alert Admin	Will people start to take profit on Monday since quite a lot of them had bought at much lower price? shk363      ( Date: 17-Nov-2019 13:25) Posted: monday last chance to get at below 60 cts
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shk363 Elite	17-Nov-2019 13:25        shk363 About Contact  Quote this Post!
x 0   x 0  Alert Admin	monday last chance to get at below 60 cts
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raptor87 Member	17-Nov-2019 13:10        raptor87 About Contact  Quote this Post!
x 2   x 0  Alert Admin	" btw about that Bobby article, clearly he has never read the IPO Prospectus.  Financials and valuation of each hotel is detailed in the IPO propectus.  RevPAR number is everywhere, you can' t miss it.    And no, hotel reits are not valued by " cap rate" .  " Never was interested in his REIT book anyway. Mahy copies left unsold in Popular.  If one can say no valuation numbers in the IPO, you can be sure this person knows nuts. uk1234      ( Date: 17-Nov-2019 12:09) Posted: >   they will sell off their shares when they need funds to buy more hotels no they need the money to return to their own PE investors, which are mainland/Taiwan/HK Chinese and Chinese immigrants in US.  The amount they sold the 6 hotels for amount to 2xxmil, about the same amount they put in for the EHT IPO shares (280mil?).  in another words technically, (I said this before), it' s almost like they get paid by EHT shares for the hotels they sold.  For the Yuans, they themselves have no money, they borrowed from their PE investors proimsing at least 8% returns.  So they need the cash to return to their investors.  They cannot hold the share.  PE investors expects immediate cash return once the assets are sold.  So Yuans have to sell.  And since they bought the hotels at crisis level, presumably made 100% profit, they can sell at 40c and still not maknig loss. More over, there are LOTS of married trades.  As I said before, MARRIED trades are not real trades.  I' m sure there are stories behind.  Tax. Quasi margin calls. Friendly " holding for me" arrangements.  Derivative instrument. All these my speculations.  Q3 result at least shows there is nothig hideous on the financial performance of the hotels per se.  So it' s not " they know something we don' t" . I hope the mystery on selling by these Yuans will come out one day.  For now, on the financials of the hotels and the trust, this counter is no different from other hotel reits and miles better than ARA US. btw about that Bobby article, clearly he has never read the IPO Prospectus.  Financials and valuation of each hotel is detailed in the IPO propectus.  RevPAR number is everywhere, you can' t miss it.    And no, hotel reits are not valued by " cap rate" .
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jamesng Master	17-Nov-2019 12:37        jamesng About Contact  Quote this Post!
x 0   x 0  Alert Admin	Compard to ARA or other company, their name is not as well known, I guess........ Look at PREH and HPH, well known major shareholders, but price still dropped a lot........ same for thomas medical.....etc etc.....   chengwh1      ( Date: 17-Nov-2019 11:27) Posted: Hmm,... it looks like their timing is ' too accurate' - when the prices were dropping, they quickly sold their portion of the units. If they needed to invest somewhere else, why did these SSH' s not sell earlier,... or even later ? Why did they run together with other unitholders ? Secondly,.. but this is old news,... there are not many takers for this IPO, and these SSHs had to come in to support it. If this IPO is deemed to be hot, I believed reputable cornerstones would just line-up to take their stakes. Ref Lendlease Global Commercial REIT recently,... ipolaris      ( Date: 17-Nov-2019 08:11) Posted: The possible answer I gathered : The substantial shareholders (SSH) helped to push the IPO ahead by investing substantially. Otherwise the money & effort EHT put into the IPO might not materialize if there were too few takers. The SSH agreed to it since they supplied 6 hotels to EHT & felt obligated. However after the launch, they will sell off their shares when they need funds to buy more hotels which is their core business under ASAP.  The money they put into EHT might be private equity funds. There was a recent property bought under ASAP hence the possibility. If ASAP can earn much more trading in hotel properties, the dividends & capital gains from EHT won' t be as attractive. They can even afford to sell their shares at a loss.
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uk1234 Member	17-Nov-2019 12:09        uk1234 About Contact  Quote this Post!
x 0   x 0  Alert Admin	>   they will sell off their shares when they need funds to buy more hotels no they need the money to return to their own PE investors, which are mainland/Taiwan/HK Chinese and Chinese immigrants in US.  The amount they sold the 6 hotels for amount to 2xxmil, about the same amount they put in for the EHT IPO shares (280mil?).  in another words technically, (I said this before), it' s almost like they get paid by EHT shares for the hotels they sold.  For the Yuans, they themselves have no money, they borrowed from their PE investors proimsing at least 8% returns.  So they need the cash to return to their investors.  They cannot hold the share.  PE investors expects immediate cash return once the assets are sold.  So Yuans have to sell.  And since they bought the hotels at crisis level, presumably made 100% profit, they can sell at 40c and still not maknig loss. More over, there are LOTS of married trades.  As I said before, MARRIED trades are not real trades.  I' m sure there are stories behind.  Tax. Quasi margin calls. Friendly " holding for me" arrangements.  Derivative instrument. All these my speculations.  Q3 result at least shows there is nothig hideous on the financial performance of the hotels per se.  So it' s not " they know something we don' t" . I hope the mystery on selling by these Yuans will come out one day.  For now, on the financials of the hotels and the trust, this counter is no different from other hotel reits and miles better than ARA US. btw about that Bobby article, clearly he has never read the IPO Prospectus.  Financials and valuation of each hotel is detailed in the IPO propectus.  RevPAR number is everywhere, you can' t miss it.    And no, hotel reits are not valued by " cap rate" .
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laksaman57 Supreme	17-Nov-2019 11:48        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	....and they still hold lots of shares ipolaris      ( Date: 17-Nov-2019 08:11) Posted: The possible answer I gathered : The substantial shareholders (SSH) helped to push the IPO ahead by investing substantially. Otherwise the money & effort EHT put into the IPO might not materialize if there were too few takers. The SSH agreed to it since they supplied 6 hotels to EHT & felt obligated. However after the launch, they will sell off their shares when they need funds to buy more hotels which is their core business under ASAP.  The money they put into EHT might be private equity funds. There was a recent property bought under ASAP hence the possibility. If ASAP can earn much more trading in hotel properties, the dividends & capital gains from EHT won' t be as attractive. They can even afford to sell their shares at a loss.   uiop1223      ( Date: 16-Nov-2019 21:34) Posted: One main puzzling question is why major sh sold at low levels.. do they know smthg that we don
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chengwh1 Elite	17-Nov-2019 11:27        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hmm,... it looks like their timing is ' too accurate' - when the prices were dropping, they quickly sold their portion of the units. If they needed to invest somewhere else, why did these SSH' s not sell earlier,... or even later ? Why did they run together with other unitholders ? Secondly,.. but this is old news,... there are not many takers for this IPO, and these SSHs had to come in to support it. If this IPO is deemed to be hot, I believed reputable cornerstones would just line-up to take their stakes. Ref Lendlease Global Commercial REIT recently,... ipolaris      ( Date: 17-Nov-2019 08:11) Posted: The possible answer I gathered : The substantial shareholders (SSH) helped to push the IPO ahead by investing substantially. Otherwise the money & effort EHT put into the IPO might not materialize if there were too few takers. The SSH agreed to it since they supplied 6 hotels to EHT & felt obligated. However after the launch, they will sell off their shares when they need funds to buy more hotels which is their core business under ASAP.  The money they put into EHT might be private equity funds. There was a recent property bought under ASAP hence the possibility. If ASAP can earn much more trading in hotel properties, the dividends & capital gains from EHT won' t be as attractive. They can even afford to sell their shares at a loss.   uiop1223      ( Date: 16-Nov-2019 21:34) Posted: One main puzzling question is why major sh sold at low levels.. do they know smthg that we don
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Goldfinger Supreme	17-Nov-2019 08:37        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good sound theory - possible and maybe likely given the nature of PE funds. Meaning there is nothing wrong per se with EHT. And they are legally well advised. ipolaris      ( Date: 17-Nov-2019 08:11) Posted: The possible answer I gathered : The substantial shareholders (SSH) helped to push the IPO ahead by investing substantially. Otherwise the money & effort EHT put into the IPO might not materialize if there were too few takers. The SSH agreed to it since they supplied 6 hotels to EHT & felt obligated. However after the launch, they will sell off their shares when they need funds to buy more hotels which is their core business under ASAP.  The money they put into EHT might be private equity funds. There was a recent property bought under ASAP hence the possibility. If ASAP can earn much more trading in hotel properties, the dividends & capital gains from EHT won' t be as attractive. They can even afford to sell their shares at a loss.   uiop1223      ( Date: 16-Nov-2019 21:34) Posted: One main puzzling question is why major sh sold at low levels.. do they know smthg that we don
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ipolaris Senior	17-Nov-2019 08:11        ipolaris About Contact  Quote this Post!
x 0   x 0  Alert Admin	The possible answer I gathered : The substantial shareholders (SSH) helped to push the IPO ahead by investing substantially. Otherwise the money & effort EHT put into the IPO might not materialize if there were too few takers. The SSH agreed to it since they supplied 6 hotels to EHT & felt obligated. However after the launch, they will sell off their shares when they need funds to buy more hotels which is their core business under ASAP.  The money they put into EHT might be private equity funds. There was a recent property bought under ASAP hence the possibility. If ASAP can earn much more trading in hotel properties, the dividends & capital gains from EHT won' t be as attractive. They can even afford to sell their shares at a loss.   uiop1223      ( Date: 16-Nov-2019 21:34) Posted: One main puzzling question is why major sh sold at low levels.. do they know smthg that we dont jamesng      ( Date: 16-Nov-2019 19:42) Posted: if no fraud, it is a steal at this price.....I will buy more next week. But see first... Think this is a case where major shareholders are not well known............hence market not very confident with it. But looking at HPH, PREH where major shareholders are well known, share price also did not do well. Hence, this is not a factor to be less confident with it...
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Goldfinger Supreme	16-Nov-2019 22:09        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	If the yield stays at 10 percent and above, I don?t mind buying this as part of a regular dividend reinvestment plan, including from other REITs and stocks. I like freehold REITs in general. Can pass onto nextgen.
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uiop1223 Supreme	16-Nov-2019 21:34        uiop1223 About Contact  Quote this Post!
x 0   x 0  Alert Admin	One main puzzling question is why major sh sold at low levels.. do they know smthg that we dont jamesng      ( Date: 16-Nov-2019 19:42) Posted: if no fraud, it is a steal at this price.....I will buy more next week. But see first... Think this is a case where major shareholders are not well known............hence market not very confident with it. But looking at HPH, PREH where major shareholders are well known, share price also did not do well. Hence, this is not a factor to be less confident with it.... Know-Your-Stuff      ( Date: 16-Nov-2019 17:46) Posted: Agreed. That's why I said earlier I put inside the freezer already. Won't add more. 10 years later open the freezer, hopefully its still there. :
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chengwh1 Elite	16-Nov-2019 20:44        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I take my dividend in USD. The USD will help me diversify my currency holdings. I can also use this USD to buy more SG REITs with US-based assets and to subscribe to Rights and Pref Offerings from such REITs and hence, will not suffer conversion losses unecessarily. I can use the USDs in my travels. And finally,... the FD rate for the USD is higher than that for the SGD. I can put this USDs into FD if I don' t use them.
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jamesng Master	16-Nov-2019 19:42        jamesng About Contact  Quote this Post!
x 0   x 0  Alert Admin	if no fraud, it is a steal at this price.....I will buy more next week. But see first... Think this is a case where major shareholders are not well known............hence market not very confident with it. But looking at HPH, PREH where major shareholders are well known, share price also did not do well. Hence, this is not a factor to be less confident with it.... Know-Your-Stuff      ( Date: 16-Nov-2019 17:46) Posted: Agreed. That's why I said earlier I put inside the freezer already. Won't add more. 10 years later open the freezer, hopefully its still there. :) Goldfinger      ( Date: 14-Nov-2019 20:25) Posted: Frankly if you hold this for the Super Long term and the company is as good as it claims - whether you buy at 42, 45, 48 or even 60 or 70 will be come less relevant.... My MINT has already paid back its investment via DPU and price has doubled.
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uiop1223 Supreme	16-Nov-2019 18:10        uiop1223 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think its sgd by default? Filled up mine weeks ago.. cant really remember. No doubt the conversion rate is bad but i dont have usd acct and cant use usd in sg.. easier to just get sgd jamesng      ( Date: 16-Nov-2019 08:55) Posted: Hi all,  When filled up the form to choose dividend to choose in USD or S$. What did you choose? The default is in S$. To choose in S$, is there conversion loss? Choose USD$, no conversion loss, right? Thanks.
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