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Capitaland
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lynn89
Senior |
14-Jan-2019 14:08
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will easily and definitely gap up ..... when trading is lifted. | ||||
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huathuat88888
Elite |
14-Jan-2019 13:49
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Very see to gauge your intentions.
1. You holding Shorts Positions 2. You mssed the Big Boat. You didnt buy but you wanted to. But you didnt buy.
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basantd
Senior |
14-Jan-2019 13:41
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http://investor.capitaland.com/newsroom/20190114_080328_C31_NG341OU6TBGTR31P.3.pdf Rationale and maths for Captiland 3.0! |
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Know-Your-Stuff
Senior |
14-Jan-2019 13:40
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" As the Transaction will trigger an obligation on Temasek to make a mandatory general offer for the shares in CapitaLand which it does not own, a whitewash resolution will be tabled at the EGM to seek the approval of CapitaLand shareholders to waive their right to receive the offer from Temasek. " Can we shareholders vote No to the whitewash solution and exercise our rights that Temasek also make a mandatory general offer to all existing shareholders? |
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Know-Your-Stuff
Senior |
14-Jan-2019 13:33
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I also have the same questions. Temasek no money already or just want to profit extra 11.4% from Capitaland or ??? I don' t understand the rationale except they said its to increase AUM. What is the point of increasing AUM, more important is profit, earnings, margins and dividend. Look at Ascott, share price go nowhere after many years of increasing AUM until become wolrd biggest hotel reit. Each time increase AUM market sell down. DPU also did not go up, in fact drop due to dilution. Retail are at their mercy when they play card game. Congolmerate and holding companies traditionally are selling at a discount in the market especially in this kind of poor sentiment and increasing risk environment. I am vested. If it goes up I am fine and sell. I tend to think that Capitaland should not make this expensive acquisition at a premium price while its debts is already high. Repeating the story of Ascott.
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alexchew
Master |
14-Jan-2019 13:19
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if posting means worry, then u have much more to worry about.
just wondering if cetain ppl here talk with facts, or just wake up feeling bullish or negative
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huathuat88888
Elite |
14-Jan-2019 13:03
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Why you so worry Capitaland share price will shoot up ?
LOL
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basantd
Senior |
14-Jan-2019 12:55
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http://investor.capitaland.com/newsroom/20190114_080328_C31_NG341OU6TBGTR31P.3.pdf Worth to see their presentation pg 29 &bull Slight NAV per share (S$) Dilution from 4.49 to 4.31 |
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basantd
Senior |
14-Jan-2019 12:43
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capland is not buying the stake, temasek is.. there is already a discount the nta is 4.39 now | ||||
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alexchew
Master |
14-Jan-2019 12:28
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why will?
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Goldfinger
Supreme |
14-Jan-2019 12:13
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Why in earth is CapLand overpaying for the stake?? Shouldn?t there be a large volume discount instead?, | ||||
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john_ric
Supreme |
14-Jan-2019 11:40
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if Temasek gets the shares vaued at $3.50 a share. price should go to 3.50 +- when resumes. which is higher that the 3.27 price before H. |
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john_ric
Supreme |
14-Jan-2019 11:38
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other blue chip property counters may be re-rated as well. | ||||
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huathuat88888
Elite |
14-Jan-2019 10:27
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This is quite straight fwd to understand.
Temasek increases their holdings in Capitaland from 40 % to more than 50%. This is Bullish Point # 1. Temasek gets the shares vaued at $3.50 a share. This is Bullish Point # 2. When Trading Resumes, Capitaland will Gap Up. Easily can shoot up to $3.80 ~ $4.00. |
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alexchew
Master |
14-Jan-2019 10:18
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NTA, is already at a discount.. Now, we issue shares further discount to the NAV but " premium" to the market price.. What' s the impact? It should be further decrease of NAV if i read it correctly. EPS, not sure until there is more clarity.. Anyway, its more of a left to right hand sale.. Not sure how the market will react. Who benefits, is it win-win?
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basantd
Senior |
14-Jan-2019 10:10
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worry about NTA for what? http://investor.capitaland.com/newsroom/20180808_063108_C31_8ZOSFTCV5X50E7BW.3.pdf NTA 1H 2018 stands at 4.39...share price is 3.27 now u calcuate the dif |
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pasttime
Supreme |
14-Jan-2019 10:02
Yells: "gold silver are real money. not others iou." |
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capital land benefits from year of dragon.if not how to become world top 10. | ||||
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Whyliddat
Senior |
14-Jan-2019 09:27
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alot concern drop in nta after acquisition. fret not, a lot of stocks no M& As also trading way above their nta. ai zai...long run this stock is big strong stable
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Whyliddat
Senior |
14-Jan-2019 09:12
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ah kong huat arh value at 3.50 per share then be largest shareholder...who dun want? |
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Starship
Supreme |
14-Jan-2019 09:00
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Wow, rich Capitaland acquires Temasek' s Ascendas-Singbridge............. CapitaLand to buy Temasek unit Ascendas-Singbridge in S$11b dealMON, JAN 14, 2019 - 8:39 AM
PROPERTY group CapitaLand is acquiring Temasek' s subsidiary Ascendas-Singbridge (ASB) in a S$11 billion deal aimed at creating Asia&rsquo s largest diversified real estate group. After the transaction, CapitaLand' s combined total assets under management (AUM) will exceed S$116 billion, and cover asset classes such as logistics/business parks, industrial, lodging, commercial, retail and residential. In addition, the group will surpass CapitaLand&rsquo s 2020 AUM target of S$100 billion, putting it among the top 10 real estate investment managers in the world. Under the terms of the agreement, Temasek will receive S$6 billion, which will be satisfied half in cash and half in new CapitaLand shares, boosting Temasek' s ownership of CapitaLand from around 40.8 per cent to about 51 per cent upon the close of the transaction. The shares will be priced at S$3.50 apiece, representing a premium of 11.3 per cent, or about S$0.36, over CapitaLand&rsquo s one-month volume-weighted average price of S$3.1447. The consideration takes into account the adjusted net asset value of ASB, which includes the value of its fund management platform and the trading value of its three sponsored listed trusts. Headquartered in Singapore, ASB&rsquo s business presence spans 11 countries including Singapore, China, India, Australia, the United Kingdom and the United States. Over 80 per cent of ASB&rsquo s S$23.6 billion AUM is in business spaces. Its flagship projects include Singapore Science Park and Changi Business Park in Singapore, International Tech Park Bangalore and International Tech Park Chennai in India, as well as Dalian Ascendas IT Park and Singapore Hangzhou Science and Tech Park in China. https://www.businesstimes.com.sg/companies-markets/capitaland-to-buy-temasek-unit-ascendas-singbridge-in-s11b-deal |
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