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m2d4pc Senior	04-Nov-2019 23:10        m2d4pc About Contact  Quote this Post!
x 0   x 0  Alert Admin	base on your info provided on his background but need to verify the info first He never have to sell any stock at all this kind of investor will only buy, never sell   raptor87      ( Date: 04-Nov-2019 23:04) Posted: He just pared 1.5% of his stake in a married trade. If desparately, probably just sell in open market already. m2d4pc      ( Date: 04-Nov-2019 22:53) Posted: If he is so rich why he have to sell at low price ? if he is long term investor why sell at such a hurry ? that spell big big danger scar
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m2d4pc Senior	04-Nov-2019 23:08        m2d4pc About Contact  Quote this Post!
x 0   x 0  Alert Admin	if the info below on that Mr Jianrong is true ? but info need to verify first then we will have to wait a bit longer to bargain hunt on EHT because it is very bad signal if  a rich and long term investor selling at low price and selling in a hurry raptor87      ( Date: 04-Nov-2019 22:49) Posted: Don' t go overboard with these " war" stories. That Jianrong guy is a major shareholder in alomost EVERY SGX-listed reit, with very low turnover. He is a long-term investor. Go check it out. Perhaps he panicked a bit for this counter and decided to pare his stake.  m2d4pc      ( Date: 04-Nov-2019 22:45) Posted: Now Singapore investors are totally exposed China group can see clearly Singapore weakness and action they can attack accordingly but Singapore investors are toally stuck there were many cases in SGX before good earning release report but sell down continue for months then after that SSH slowly buy back
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raptor87 Member	04-Nov-2019 23:04        raptor87 About Contact  Quote this Post!
x 0   x 0  Alert Admin	He just pared 1.5% of his stake in a married trade. If desparately, probably just sell in open market already. m2d4pc      ( Date: 04-Nov-2019 22:53) Posted: If he is so rich why he have to sell at low price ? if he is long term investor why sell at such a hurry ? that spell big big danger scary raptor87      ( Date: 04-Nov-2019 22:49) Posted: Don' t go overboard with these " war" stories. That Jianrong guy is a major shareholder in alomost EVERY SGX-listed reit, with very low turnover. He is a long-term investor. Go check it out. Perhaps he panicked a bit for this counter and decided to pare his stake.
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m2d4pc Senior	04-Nov-2019 23:03        m2d4pc About Contact  Quote this Post!
x 0   x 0  Alert Admin	not just classmate they are business partner, successful with high tech start up use the profits to invest in hotel and properties Sgvale      ( Date: 04-Nov-2019 23:00) Posted: Correction : 3).ASAP is run by (among others) Mr Yuan, Norbert Yuan and Jerome Yuan - who "have a family relationship", EHT clarified. As at May 24, the three of them collectively held 289.74 million stapled securities, or 33.4 per cent of the total number of stapled securities, in EHT. Jerome Yuan is related to one of Urban Commons founders, Mr Howard Wu. They are University classmate.. raptor87      ( Date: 04-Nov-2019 22:54) Posted:   3) ASAP & Urban Commons are family members related.  You have evidence of this? ASAP (owned by 3 Yuan brothers) are not related to UC founders by family ties as far as i am aware of.
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Sgvale Supreme	04-Nov-2019 23:00        Sgvale About Contact  Quote this Post!
x 0   x 0  Alert Admin	Correction : 3).ASAP is run by (among others) Mr Yuan, Norbert Yuan and Jerome Yuan - who "have a family relationship", EHT clarified. As at May 24, the three of them collectively held 289.74 million stapled securities, or 33.4 per cent of the total number of stapled securities, in EHT. Jerome Yuan is related to one of Urban Commons founders, Mr Howard Wu. They are University classmate.. raptor87      ( Date: 04-Nov-2019 22:54) Posted:   3) ASAP & Urban Commons are family members related.  You have evidence of this? ASAP (owned by 3 Yuan brothers) are not related to UC founders by family ties as far as i am aware of.  Sgvale      ( Date: 04-Nov-2019 22:51) Posted: Eagle's story is getting interesting. 1) Expected dividend yield is more than 10% base on current price, but why substantial shareholders co-ordinately keep dumping their holdings? 2) Big discrepancy in reported Queen Mary repair maintenance fee. 3) ASAP & Urban Commons are family members related. ASAP sold the 6 hotels to Urban Commons. Urban Commons then re-sold to Eagle. There is a lack of transparency when Eagle list its IPO. This Eagle's wings will continue be clipped from soaring if above went unanswered.
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m2d4pc Senior	04-Nov-2019 22:59        m2d4pc About Contact  Quote this Post!
x 0   x 0  Alert Admin	Mr Wu and Mr Yuan made profits from high tech business in America, they used the money to invest in hotels m2d4pc      ( Date: 04-Nov-2019 22:57) Posted: Mr Wu and Jerome Yuan were classmate  raptor87      ( Date: 04-Nov-2019 22:54) Posted:   3) ASAP & Urban Commons are family members related.  You have evidence of this? ASAP (owned by 3 Yuan brothers) are not related to UC founders by family ties as far as i am aware of.
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m2d4pc Senior	04-Nov-2019 22:57        m2d4pc About Contact  Quote this Post!
x 0   x 0  Alert Admin	Mr Wu and Jerome Yuan were classmate  raptor87      ( Date: 04-Nov-2019 22:54) Posted:   3) ASAP & Urban Commons are family members related.  You have evidence of this? ASAP (owned by 3 Yuan brothers) are not related to UC founders by family ties as far as i am aware of.  Sgvale      ( Date: 04-Nov-2019 22:51) Posted: Eagle's story is getting interesting. 1) Expected dividend yield is more than 10% base on current price, but why substantial shareholders co-ordinately keep dumping their holdings? 2) Big discrepancy in reported Queen Mary repair maintenance fee. 3) ASAP & Urban Commons are family members related. ASAP sold the 6 hotels to Urban Commons. Urban Commons then re-sold to Eagle. There is a lack of transparency when Eagle list its IPO. This Eagle's wings will continue be clipped from soaring if above went unanswered.
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m2d4pc Senior	04-Nov-2019 22:56        m2d4pc About Contact  Quote this Post!
x 0   x 0  Alert Admin	When a rich investor stared to sell at low price  When a long term investor sell in a hurry  scary what is that imply m2d4pc      ( Date: 04-Nov-2019 22:53) Posted: If he is so rich why he have to sell at low price ? if he is long term investor why sell at such a hurry ? that spell big big danger scary raptor87      ( Date: 04-Nov-2019 22:49) Posted: Don' t go overboard with these " war" stories. That Jianrong guy is a major shareholder in alomost EVERY SGX-listed reit, with very low turnover. He is a long-term investor. Go check it out. Perhaps he panicked a bit for this counter and decided to pare his stake.
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raptor87 Member	04-Nov-2019 22:54        raptor87 About Contact  Quote this Post!
x 0   x 0  Alert Admin	3) ASAP & Urban Commons are family members related.  You have evidence of this? ASAP (owned by 3 Yuan brothers) are not related to UC founders by family ties as far as i am aware of.  Sgvale      ( Date: 04-Nov-2019 22:51) Posted: Eagle's story is getting interesting. 1) Expected dividend yield is more than 10% base on current price, but why substantial shareholders co-ordinately keep dumping their holdings? 2) Big discrepancy in reported Queen Mary repair maintenance fee. 3) ASAP & Urban Commons are family members related. ASAP sold the 6 hotels to Urban Commons. Urban Commons then re-sold to Eagle. There is a lack of transparency when Eagle list its IPO. This Eagle's wings will continue be clipped from soaring if above went unanswered.
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m2d4pc Senior	04-Nov-2019 22:53        m2d4pc About Contact  Quote this Post!
x 0   x 0  Alert Admin	If he is so rich why he have to sell at low price ? if he is long term investor why sell at such a hurry ? that spell big big danger scary raptor87      ( Date: 04-Nov-2019 22:49) Posted: Don' t go overboard with these " war" stories. That Jianrong guy is a major shareholder in alomost EVERY SGX-listed reit, with very low turnover. He is a long-term investor. Go check it out. Perhaps he panicked a bit for this counter and decided to pare his stake.  m2d4pc      ( Date: 04-Nov-2019 22:45) Posted: Now Singapore investors are totally exposed China group can see clearly Singapore weakness and action they can attack accordingly but Singapore investors are toally stuck there were many cases in SGX before good earning release report but sell down continue for months then after that SSH slowly buy back
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Sgvale Supreme	04-Nov-2019 22:51        Sgvale About Contact  Quote this Post!
x 0   x 0  Alert Admin	Eagle's story is getting interesting. 1) Expected dividend yield is more than 10% base on current price, but why substantial shareholders co-ordinately keep dumping their holdings? 2) Big discrepancy in reported Queen Mary repair maintenance fee. 3) ASAP & Urban Commons are family members related. ASAP sold the 6 hotels to Urban Commons. Urban Commons then re-sold to Eagle. There is a lack of transparency when Eagle list its IPO. This Eagle's wings will continue be clipped from soaring if above went unanswered.
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m2d4pc Senior	04-Nov-2019 22:50        m2d4pc About Contact  Quote this Post!
x 0   x 0  Alert Admin	Since China group won the first round they are in upper hand now if they can depressed the price for long period they can buy back at below 0.39 they will then win the second round   raptor87      ( Date: 04-Nov-2019 22:43) Posted: Based on $0.475, a conservative estimate gives a yield of 8.4% for May - Dec FY19, and 13.7% forward yield for FY20.  Even if you take out Queen Mary, its 10.7% yield for FY20.
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raptor87 Member	04-Nov-2019 22:49        raptor87 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Don' t go overboard with these " war" stories. That Jianrong guy is a major shareholder in alomost EVERY SGX-listed reit, with very low turnover. He is a long-term investor. Go check it out. Perhaps he panicked a bit for this counter and decided to pare his stake.  m2d4pc      ( Date: 04-Nov-2019 22:45) Posted: Now Singapore investors are totally exposed China group can see clearly Singapore weakness and action they can attack accordingly but Singapore investors are toally stuck there were many cases in SGX before good earning release report but sell down continue for months then after that SSH slowly buy back   raptor87      ( Date: 04-Nov-2019 22:38) Posted: At this level, investors are either pricing in distressed properties or a total fraud. Its now more than 50% below NAV of 89 cents!  A good full-quarter earnings report next week will discourage offers.
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m2d4pc Senior	04-Nov-2019 22:48        m2d4pc About Contact  Quote this Post!
x 0   x 0  Alert Admin	China group has super master plan if they succeed in pushing the price down all the way when they buy back at low price they can enjoy 20%++ yield raptor87      ( Date: 04-Nov-2019 22:43) Posted: Based on $0.475, a conservative estimate gives a yield of 8.4% for May - Dec FY19, and 13.7% forward yield for FY20.  Even if you take out Queen Mary, its 10.7% yield for FY20.
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m2d4pc Senior	04-Nov-2019 22:45        m2d4pc About Contact  Quote this Post!
x 0   x 0  Alert Admin	Now Singapore investors are totally exposed China group can see clearly Singapore weakness and action they can attack accordingly but Singapore investors are toally stuck there were many cases in SGX before good earning release report but sell down continue for months then after that SSH slowly buy back   raptor87      ( Date: 04-Nov-2019 22:38) Posted: At this level, investors are either pricing in distressed properties or a total fraud. Its now more than 50% below NAV of 89 cents!  A good full-quarter earnings report next week will discourage offers.   uk1234      ( Date: 04-Nov-2019 22:13) Posted: drama drama :) > QIAN JIANRONG let go of 12,800,000 shares for USD7,040,000 on 31/10.  From 7.53% to 6.06%. This is again a *married trade*, at exactly 0.55.  I do not consider this as a " sell down" by him.  All these married trades have under table arrangements.  He can " sell" another 8mil shares and then will become < 5%, no need to report any more.  Today  there is another married trade at 0.475 too I guess I will be the 1st to say I added some at 0.48 today.  I' m relaxed, in fact quite fun doing this trade.  Unless this is a total fraud, at this level, no harm accumulate some more.  This is a reit, not a business, it won' t die unless all the hotels are fake.  Earlier this year the reit obtained a 340m USD bank loan at Libor+170bps.  Looks very normal (in fact very good, BBB level borrowing rate).    Bank lending is not your average guesstimate, they got to do real balance sheet check. Btw from the fill order, I observed all are retails.  One single order 5 brokers invovled, all very local ones, not a single foreign investment bank name.  Looks lilke retail investors are panic selling.  (anyone else bought today see something similar ?) Actually I' m hoping this overshoot some more. P/B below 50% for a reit is getting very interesting.  my next buy level will be 0.42.  Hope it reaches tomorrow :) At this rate, 10% down a week, it will be free before the 1st distribution is even paid :D
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raptor87 Member	04-Nov-2019 22:43        raptor87 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Based on $0.475, a conservative estimate gives a yield of 8.4% for May - Dec FY19, and 13.7% forward yield for FY20.  Even if you take out Queen Mary, its 10.7% yield for FY20.
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m2d4pc Senior	04-Nov-2019 22:41        m2d4pc About Contact  Quote this Post!
x 0   x 0  Alert Admin	As it stand now China group has won the first round they sell at higher price now they have cash to buy back they are flexible now can sell more also can buy back Singapore lost the first round they bought at higher price now they are stuck with high price stock   raptor87      ( Date: 04-Nov-2019 22:34) Posted: Yes, but it depends on the relative wealth remaining in the REIT and their spare wealth.  The perfect scenario is they sell all then buy back at lower price. But of course, they can' t sell 15% worth of stake and get away with a good execution price - average price will plummet. Selling a small amount to buy back at a lower price also entails risk that other bids enter and they end up buying back at same or higher price.   m2d4pc      ( Date: 04-Nov-2019 22:28) Posted: if the sell down can force the price to go to a very attractive level then they come in to buy back
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raptor87 Member	04-Nov-2019 22:38        raptor87 About Contact  Quote this Post!
x 0   x 0  Alert Admin	At this level, investors are either pricing in distressed properties or a total fraud. Its now more than 50% below NAV of 89 cents!  A good full-quarter earnings report next week will discourage offers.   uk1234      ( Date: 04-Nov-2019 22:13) Posted: drama drama :) > QIAN JIANRONG let go of 12,800,000 shares for USD7,040,000 on 31/10.  From 7.53% to 6.06%. This is again a *married trade*, at exactly 0.55.  I do not consider this as a " sell down" by him.  All these married trades have under table arrangements.  He can " sell" another 8mil shares and then will become < 5%, no need to report any more.  Today  there is another married trade at 0.475 too I guess I will be the 1st to say I added some at 0.48 today.  I' m relaxed, in fact quite fun doing this trade.  Unless this is a total fraud, at this level, no harm accumulate some more.  This is a reit, not a business, it won' t die unless all the hotels are fake.  Earlier this year the reit obtained a 340m USD bank loan at Libor+170bps.  Looks very normal (in fact very good, BBB level borrowing rate).    Bank lending is not your average guesstimate, they got to do real balance sheet check. Btw from the fill order, I observed all are retails.  One single order 5 brokers invovled, all very local ones, not a single foreign investment bank name.  Looks lilke retail investors are panic selling.  (anyone else bought today see something similar ?) Actually I' m hoping this overshoot some more. P/B below 50% for a reit is getting very interesting.  my next buy level will be 0.42.  Hope it reaches tomorrow :) At this rate, 10% down a week, it will be free before the 1st distribution is even paid :D
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m2d4pc Senior	04-Nov-2019 22:37        m2d4pc About Contact  Quote this Post!
x 0   x 0  Alert Admin	the first round, the China group already won they forced the Singapore retail investors to buy their throwdown shares at higher price holding on to large amount of cash now, they can then buy back in a few months time at low low price let' s see what will happen in the second round raptor87      ( Date: 04-Nov-2019 21:55) Posted: Panic selling to pare down stake. But if they are smart, they should at least coordinate. All exit at same time result in worst outcomes as bids will disappear (nobody wants to catch a falling knife).   onegun      ( Date: 04-Nov-2019 21:49) Posted: if we notice, these chinese SSH are selling their stock at same times, can' t believe there are not coordinated moves
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raptor87 Member	04-Nov-2019 22:35        raptor87 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Question is who was at the other side of the trade? :) CheeryVGoh      ( Date: 04-Nov-2019 22:29) Posted: QIAN JIANRONG' s on 31/10 was : Securities via off-market transaction (e.g. married deals) onegun      ( Date: 04-Nov-2019 22:26) Posted: based on the filing on sgx, these are not married trade, but sell on market. I have read several such announcement
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