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Yanlord land now trade way below its ipo $1.03
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chartistkao3
Elite |
03-Dec-2024 14:35
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Yanlord Land Group, in partnership with Perennial Real Estate Holdings, initially acquired a significant stake in United Engineers Limited (UEL), a company with various properties in Singapore, including United Square. Yanlord later expanded its shareholding to 35.27%, triggering a mandatory buyout offer. UEL&rsquo s assets include shopping malls, commercial developments, and hospitality properties in Singapore and China. Additionally, UEL owns WBL Corporation, which manages various real estate interests, enhancing Yanlord&rsquo s Singapore land bank. The acquisition supports Yanlord&rsquo s strategic growth in the region . by buying Yanlord we have exposure in china and Singapore when they are undervalued 
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chartistkao3
Elite |
03-Dec-2024 14:27
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Buying Yanlord Land, despite U.S. hedge funds avoiding the Chinese property sector, could be a contrarian move based on specific factors:   1. Strategic Positioning and Value         &bull       Wealthy Clientele: Yanlord focuses on high-end residential developments, targeting affluent buyers who are less affected by broader economic challenges.       &bull       Balance Sheet Strength: Compared to other developers, Yanlord may have healthier financials, including lower debt levels and stable cash flow.   2. China&rsquo s Economic Recovery         &bull       Policy Support: The Chinese government has recently implemented measures to stabilize the property market, such as easing mortgage restrictions and encouraging first-time homebuyers. This could benefit developers like Yanlord with exposure to key Tier-1 and Tier-2 cities.       &bull       Urbanization Trends: Long-term demand for high-quality housing in urban areas remains strong, aligning with Yanlord&rsquo s projects.   3. Insider Buying as a Signal         &bull       Wee Ee Cheong&rsquo s Stake: The UOB CEO&rsquo s increased stake in Yanlord suggests confidence in the company&rsquo s fundamentals and potential upside. Insider buying often signals undervaluation or expected improvement.   4. Contrarian Opportunity         &bull       Undervalued Sector: With hedge funds avoiding the sector, valuations are depressed. A long-term investor might view this as a chance to enter before sentiment shifts.       &bull       Selective Approach: Unlike many overleveraged peers, Yanlord&rsquo s focus on premium developments and strategic financial management could make it an exception within a struggling sector.   5. Diversification         &bull       Exposure to Yanlord allows investors to tap into a specific segment of the Chinese economy, complementing broader investments in Singapore or U.S. markets.   If you&rsquo re investing based on the principle of moving from popular to unpopular securities, Yanlord could align with that philosophy&mdash potentially offering strong returns as sentiment eventually rebounds. However, the risks tied to broader market volatility and policy unpredictability in China should be carefully considered.  
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chartistkao3
Elite |
21-Nov-2024 10:46
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In recent developments, the People&rsquo s Bank of China (PBOC) has implemented significant measures to manage liquidity and stabilize the yuan.   Liquidity Injection: The PBOC injected 757 billion yuan into the banking system through seven-day reverse repurchase agreements, marking the largest weekly net cash injection since late March. This action aims to ensure sufficient liquidity and maintain stable interest rates in the money market.   Yuan Midpoint Setting: The central bank set the yuan&rsquo s daily midpoint at 7.2006 per U.S. dollar, significantly stronger than the average analyst estimate of 7.3047. This deviation is the largest since at least 2018, indicating the PBOC&rsquo s efforts to support the yuan amid depreciation pressures.   These measures reflect the PBOC&rsquo s proactive approach to managing liquidity and currency stability in response to current economic conditions.  
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chartistkao3
Elite |
21-Nov-2024 09:47
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China is actively implementing measures to bolster its capital markets and stabilize the renminbi (RMB). The China Securities Regulatory Commission (CSRC) has announced plans to enhance investor confidence by reducing stock transaction fees, lowering thresholds for index fund registrations, and promoting the development of equity funds. Additionally, the CSRC is considering extending trading hours for stock and bond markets and encouraging share buybacks to support stock prices.   In response to the RMB&rsquo s depreciation, the People&rsquo s Bank of China (PBOC) has intensified efforts to stabilize the currency. This includes setting the yuan&rsquo s daily reference rate at its weakest level since late 2023, reflecting concerns over potential U.S. tariffs under the new administration. Furthermore, the PBOC has implemented unexpected interest rate cuts to stimulate economic activity and boost consumer confidence.   These combined efforts aim to strengthen China&rsquo s capital markets and maintain currency stability amid global economic uncertainties.  
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chartistkao3
Elite |
21-Nov-2024 09:33
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Here&rsquo s a more structured breakdown of the key steps china is taking to stimulate the world second largest economy    1. Support the Ailing Property Market         &bull       Provide targeted credit: Extend loans or subsidies to property developers facing liquidity crises, ensuring they can complete existing projects and avoid defaults.       &bull       Clear housing inventory: Offer incentives for homebuyers, such as reduced down payments, tax cuts, or lower mortgage rates, to absorb unsold properties.       &bull       Reinforce housing demand: Promote urbanization and provide assistance for first-time buyers or upgraders to stimulate demand sustainably.   2. Implement Stimulus Measures         &bull       Boost consumer spending: Provide direct stimulus, such as cash vouchers or tax rebates, to households to increase disposable income and encourage consumption.       &bull       Lower interest rates: Reduce borrowing costs for businesses and consumers to stimulate investment and spending.   3. Manage the Yuan         &bull       Stabilize exchange rates: Ensure the yuan does not weaken excessively against the USD to prevent capital flight and maintain investor confidence.       &bull       Encourage trade competitiveness: Maintain a balanced exchange rate that supports export-driven industries without eroding purchasing power.   4. Address Debt Issues         &bull       Restructure problematic debts: Develop solutions for highly leveraged property developers and local governments, such as debt restructuring or swaps.       &bull       Avoid systemic risks: Ensure state-owned banks and financial institutions are adequately capitalized to absorb potential shocks.   5. Inject Liquidity         &bull       Support the stock market: Infuse liquidity into equities through government-backed funds or encourage institutional investors to invest in undervalued stocks, creating a wealth effect that encourages further consumption and investment.       &bull       Enhance market confidence: Promote transparency, reduce regulatory uncertainties, and incentivize long-term investments in key industries.   6. Long-Term Structural Reforms         &bull       Strengthen legal and regulatory frameworks: Build investor trust by ensuring fair practices in the property and financial markets.       &bull       Diversify the economy: Reduce reliance on the property sector by promoting innovation, technology, and green industries.   If implemented together, these measures could restore confidence in China&rsquo s economy and financial markets while promoting sustainable long-term growth.  
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chartistkao3
Elite |
20-Nov-2024 09:26
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In response to the ongoing challenges in the property sector, both Beijing and Shanghai have introduced tax incentives aimed at stimulating the real estate market. Starting December 1, 2024, residents in these cities who have owned their properties for more than two years will be exempt from paying Value-Added Tax (VAT) upon sale. This measure is designed to reduce the financial burden on sellers and encourage more transactions.   Additionally, the eligibility criteria for the reduced 1% deed tax rate have been expanded. Previously applicable to homes up to 90 square meters, this favorable rate now includes properties up to 140 square meters, making it more accessible to a broader range of buyers.   These initiatives are part of a broader national effort to revitalize the property market. The central government has implemented various supportive measures, including interest rate cuts and reduced down payments, to bolster demand. Despite these efforts, demand has remained weak, prompting local governments to introduce additional incentives.   Market analysts anticipate that other cities may adopt similar policies to stimulate their local real estate markets. The effectiveness of these measures will depend on broader economic factors and consumer confidence in the housing sector.  
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chartistkao3
Elite |
19-Nov-2024 15:52
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11:17 PM EDT, 10/03/2024 (MT Newswires) -- 据 《 海 峡 时 报 》 周 四 报 道 , 受 北 京 方 面 大 规 模 刺 激 计 划 的 影 响 , 在 新 加 坡 交 易 所 上 市 的 中 国 公 司 的 股 价 飙 升 。 报 道 称 , 中 国 房 地 产 公 司 仁 恒 置 地 ( SGX: Z25) 的 股 价 在 过 去 一 周 飙 升 了 57%, 而 太 阳 能 公 司 Sunpower Group( SGX: 5GD) 的 股 价 上 涨 了 38%。 同 样 , 据 报 道 , 砂 之 船 房 地 产 投 资 信 托 基 金 ( SGX: CRPU) 、 中 国 航 空 石 油 ( SGX: G92) 和 九 天 化 工 ( SGX: C8R) 的 股 价 也 飙 升 。 报 道 称 , 在 中 国 政 府 推 出 旨 在 改 善 陷 入 困 境 的 房 地 产 行 业 、 出 口 疲 软 和 国 内 需 求 不 足 的 刺 激 计 划 后 , 股 价 飙 升 。 报 道 补 充 说 , 该 计 划 包 括 增 加 基 础 设 施 支 出 、 加 大 对 房 地 产 行 业 的 支 持 、 减 税 和 补 贴 。 ( Market Chatter 新 闻 来 自 与 全 球 市 场 专 业 人 士 的 对 话 。 这 些 信 息 被 认 为 来 自 可 靠 来 源 , 但 可 能 包 括 谣 言 和 猜 测 。 准 确 性 不 能 保 证 。 ) Copyright © ️ 2024 MT Newswires, will Yanlord land hits its ipo price of sgd1.08 soon?
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chartistkao3
Elite |
19-Nov-2024 10:29
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Buy Yanlord land as the china belt and road version 2.0 will need a lot of construction  https://www.globaltimes.cn/page/202411/1323353.shtml
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chartistkao3
Elite |
14-Nov-2024 16:15
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Under CEO Piyush Gupta&rsquo s leadership, DBS Bank has experienced several notable service disruptions affecting ATM and internet banking services. In 2023 alone, there were five major incidents, four of which were attributed to software bugs or related issues.    One significant disruption occurred on October 14, 2023, when DBS&rsquo s online banking and payment services were down for hours, and ATM services were disrupted at several locations.    Another incident took place on May 5, 2023, marking the second disruption in less than two months, affecting online banking, payment services, and ATMs.    These disruptions have led to regulatory actions, including the Monetary Authority of Singapore imposing additional capital requirements on DBS and directing the bank to address the root causes of these outages.    In response, DBS has implemented measures to enhance system resiliency and improve service availability. The bank has also set up a special board committee to investigate these incidents and prevent future occurrences.    While these disruptions are notable, it&rsquo s important to recognize that DBS has also made significant strides in digital banking and customer service under Mr. Gupta&rsquo s tenure. The bank continues to work towards providing reliable and efficient services to its customers.
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chartistkao3
Elite |
14-Nov-2024 15:20
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In response to multiple service disruptions in 2023, the Monetary Authority of Singapore (MAS) imposed several restrictions on DBS Bank:       &bull       Acquisition Ban: From November 1, 2023, DBS was prohibited from acquiring new business ventures for six months.        &bull       IT Changes Pause: The bank was required to suspend non-essential IT changes during this period to focus on strengthening its technology risk management systems and controls.        &bull       Branch and ATM Network Maintenance: DBS was directed not to reduce the size of its branch and ATM networks in Singapore to ensure adequate alternative channels for customers in case of further disruptions.    These measures were implemented to ensure DBS dedicated the necessary resources to enhance the resilience of its digital banking services.   By April 30, 2024, MAS announced it would not extend the six-month pause, allowing DBS to resume non-essential IT changes and pursue new business ventures.  However, MAS maintained an additional capital requirement, applying a multiplier of 1.8 times to DBS&rsquo s risk-weighted assets for operational risk, until the bank could demonstrate sustained service reliability.   In May 2024, DBS appointed Eugene Huang, former Chairman and CEO of Ping An Technology, as its Chief Information Officer, emphasizing the bank&rsquo s commitment to strengthening technology resiliency.  whuch local bank has the least service breakdown or disruptions
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chartistkao3
Elite |
14-Nov-2024 14:54
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Yanlord Land Group, a prominent Chinese real estate developer, may experience both opportunities and challenges under Donald Trump&rsquo s second term as U.S. President.   Potential Benefits:       1.      Increased Demand from Chinese Investors: Trump&rsquo s proposed immigration restrictions and domestic policies could make the U.S. less attractive to Chinese investors. This shift might lead to increased investment in China&rsquo s real estate market, benefiting developers like Yanlord.       2.      Supply Chain Realignment: Trump&rsquo s emphasis on reducing U.S. dependence on Chinese goods could prompt China to strengthen its domestic industries. This industrial growth may boost urban development and housing demand, positively impacting Yanlord&rsquo s projects.   Potential Challenges:       1.      Economic Slowdown: Escalated trade tensions between the U.S. and China could slow China&rsquo s economic growth, affecting consumer confidence and the real estate market. Yanlord might face reduced demand and pricing pressures in such a scenario.       2.      Regulatory Scrutiny: Increased U.S. scrutiny of Chinese companies could complicate Yanlord&rsquo s international operations and financing, potentially affecting its global expansion plans.   In summary, while Yanlord Land Group could benefit from redirected investments and domestic economic initiatives under Trump&rsquo s policies, it must also navigate potential economic and regulatory challenges arising from heightened U.S.-China tensions.
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chartistkao3
Elite |
07-Nov-2024 15:16
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China&rsquo s export growth is gaining momentum, thanks in part to a series of economic stimulus measures that the government has introduced to counteract slowdowns. The Chinese government has taken several steps to boost its economy, including cutting interest rates, reducing banks&rsquo reserve requirements, and introducing policies to support both domestic consumption and infrastructure spending. This has led to increased demand and activity in sectors critical to export performance, from manufacturing to technology.   As China&rsquo s economy benefits from these stimulus actions, export growth could further accelerate, potentially aiding broader economic recovery and indirectly supporting other economies closely linked to China.   This growth also aligns with the goals of companies like Yanlord Land, whose fortunes can be impacted by China&rsquo s economic health. It will be interesting to see how sustained export performance could influence the valuation of firms tied to China&rsquo s export markets.
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chartistkao3
Elite |
07-Nov-2024 14:44
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https://www.marketscreener.com/quote/stock/YANLORD-LAND-GROUP-LIMITE-6498843/company-shareholders/
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tofudidi
Supreme |
07-Nov-2024 14:15
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Soon it will retake back 800 | ||||
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chartistkao3
Elite |
07-Nov-2024 14:10
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Before 2019 https://www.reuters.com/article/business/yanlord-shares-surge-after-s-pore-tycoons-raise-stake-idUSL3E7MG0IG/
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chartistkao3
Elite |
06-Nov-2024 11:44
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Yanlord Land, as a developer focused on high-end residential projects in China, is closely tied to the country&rsquo s economic performance and real estate sector health. Recently, the Chinese government has been implementing supportive measures to aid economic recovery, particularly in real estate, due to its significant contribution to GDP. These measures include reducing mortgage rates, easing purchase restrictions, and providing financial support for developers, all of which could benefit Yanlord Land if sustained. However, uncertainties in China&rsquo s broader economic recovery and potential shifts in demand still present risks to watch in the sector.    
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chartistkao3
Elite |
04-Nov-2024 09:45
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https://www.cdl.com.sg/newsroom/cdl-jointly-acquires-rare-mixed-use-development-site-in-downtown-shanghai-for-rmb-8-94-billion-with-prc-partner-lianfa-group will the Chinese disappear after 2020 to 2023 crisis?
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pasttime
Supreme |
04-Nov-2024 09:37
Yells: "gold silver are real money. not others iou." |
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华 夏 幸 福 has  a few days of raise stop limit. is that indications of something happening to china property market or only to  华 夏 幸 福 . |
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chartistkao3
Elite |
04-Nov-2024 09:35
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Keppel Corporation&rsquo s &ldquo asset-light&rdquo strategy is part of its ongoing transformation to be more capital-efficient while focusing on its core strengths in asset management, urban development, and infrastructure. This approach allows the company to focus on high-return opportunities without holding significant physical assets, which can weigh down balance sheets and limit flexibility.   In practical terms, Keppel is shifting from owning assets outright to leveraging them through partnerships, co-investments, and third-party funds. For instance, rather than holding infrastructure and real estate assets directly, Keppel seeks to develop these assets, improve their value, and then monetize them by divesting to external investors or Keppel-managed funds. This generates recurring fee-based income through management fees, carried interest, and other performance incentives, all while reducing balance sheet risk.   A few key benefits of the asset-light strategy for Keppel include:         1.      Higher ROE and Capital Efficiency: By reducing capital tied up in assets, Keppel can enhance its return on equity and make better use of available capital.       2.      Scalability: The strategy enables Keppel to scale operations and expand portfolios without over-leveraging or needing to raise significant capital.       3.      Flexibility in Growth: Keppel can quickly pivot to new opportunities and enter high-growth sectors without the constraint of managing extensive fixed assets.       4.      Risk Mitigation: Offloading assets through third-party funds minimizes the risk tied to ownership, particularly in cyclical sectors like real estate and infrastructure.   Keppel&rsquo s asset-light approach aligns well with its commitment to sustainable urbanization and decarbonization, as it can more dynamically fund green projects and urban development initiatives. The strategy ultimately positions Keppel to be an asset manager and developer with less exposure to capital-intensive risks.
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chartistkao3
Elite |
04-Nov-2024 09:12
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Yanlord Land might indeed benefit from adopting an asset-light strategy and expanding into fund management services. An asset-light approach can reduce capital expenditures, freeing up cash flow and allowing the company to be more flexible in managing assets. This strategy is often appealing to developers in a market with uncertain demand, as it allows them to partner with third-party investors or financial institutions to fund projects rather than holding them on their balance sheet.   By also offering fund management services, Yanlord can establish a recurring fee income stream, potentially creating value beyond traditional property development. This shift would align them with other real estate players who have expanded into asset management to diversify revenue and manage economic cycles more effectively.   This pivot could make Yanlord more resilient and appealing to investors looking for growth without excessive capital-intensive investments. It would be a significant shift but could strategically reposition the company to stay competitive in the evolving real estate landscape. then it can start to pay dividends to shareholders again in 2025
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