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satruz Master	17-Jun-2021 13:23        satruz About Contact  Quote this Post!
x 0   x 0  Alert Admin	Looks good to continue its climb again 💪
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superlegend Member	11-Jun-2021 11:00        superlegend About Contact  Quote this Post!
x 0   x 0  Alert Admin	Boustead on a roll now and more to come. Read more here http://www.smallcapasia.com/3-obscure-stocks-trading-at-52-weeks-high/
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yamseng Supreme	07-Jun-2021 14:58        yamseng About Contact  Quote this Post!
x 0   x 0  Alert Admin	took some cash off the table !! huat to everyone
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tanstg Veteran	04-Jun-2021 21:17        tanstg About Contact  Quote this Post! Style: Combined   Mood: Yells: "Learn as I trade and trade as I understand"
x 0   x 0  Alert Admin	Hopefully we can see 130 by next week. Chiong lah
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yamseng Supreme	04-Jun-2021 17:22        yamseng About Contact  Quote this Post!
x 0   x 0  Alert Admin	steady closed at 125 !!
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yamseng Supreme	04-Jun-2021 14:08        yamseng About Contact  Quote this Post!
x 0   x 0  Alert Admin	coming !! mouth 123/124 !! huat ah
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CFAsenior Member	03-Jun-2021 18:25        CFAsenior About Contact  Quote this Post!
x 0   x 0  Alert Admin	bro you post wrong place  div 0.154 cts is    Boustead Projects not Boustead do support    Boustead Projects incase you only supported  Boustead only cheer tanstg      ( Date: 03-Jun-2021 08:01) Posted: Thanks Tang for the details Bought some to hold for mid term as believe that it is worth the current price (moreover div 5 Aug is 0.154 cts - 10% of current pricing).  tangsookiam1947      ( Date: 02-Jun-2021 22:56) Posted: --- Post Removed by User ---
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tangsookiam1947 Master	03-Jun-2021 17:08        tangsookiam1947 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Boustead Projects&rsquo investment in Vietnam property fund is a step towards next leg of growth: CGS-CIMB | The Edge Singapore The assets are located in mature industrial zones in Greater Hanoi and Greater Ho Chi Minh regions, with average occupancy above 95%. The assets cover about 840,000 sq m of land area and about 550,000 sq m of gross leasable area.   Following its establishment, the fund intends to acquire other potential industrial real estate assets under an identified pipeline of targets, which would have the potential to double the land area and gross leasable area in the portfolio. &ldquo We believe the fund will also work on greenfield development to further expand assets under management,&rdquo adds Ong.   Ong believes the transaction signifies &ldquo a major step&rdquo towards Boustead Projects&rsquo next leg of growth post its capital recycling exercise earlier this year.   &ldquo We view this announcement positively, as it provides more clarity on how Boustead Projects plans to utilise its significant cash holdings,&rdquo he explains. He also views the partnership between Boustead Projects and KTG to be synergistic, with KTF offering development capabilities and local contacts, while Boustead Projects brings expertise in design-and-build, asset management and contacts to the table.   &ldquo The real estate fund can also generate good recurring income for the firm,&rdquo he adds.   Ong has left his earnings estimates unchanged, pending further details on the partnership. To that end, his &lsquo add&rsquo rating and ex-dividend target price of $1.40 remain unchanged.   He believes Boustead Projects is attractively valued, with its net cash making up around 80% of market capitalisation. In addition, he is positive on Boustead Projects&rsquo ownership of industrial properties worth around $700 million that can be potentially injected into Boustead Industrial Fund to further unlock value.
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tanstg Veteran	03-Jun-2021 08:01        tanstg About Contact  Quote this Post! Style: Combined   Mood: Yells: "Learn as I trade and trade as I understand"
x 0   x 0  Alert Admin	Thanks Tang for the details Bought some to hold for mid term as believe that it is worth the current price (moreover div 5 Aug is 0.154 cts - 10% of current pricing).  tangsookiam1947      ( Date: 02-Jun-2021 22:56) Posted: --- Post Removed by User ---
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tangsookiam1947 Master	02-Jun-2021 09:16        tangsookiam1947 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Of the 13 seed assets, KTG will inject 10, while Boustead Projects will inject three, namely  Boustead Industrial Park Phases 1, 2A and 2B.   Two of the 10 see assets to be provided by KTG are held under KTG Bac Ninh. As part of the option agreement, the earlier proposed acquisition of 49% interest in KTG Bac Ninh will be unwound to facilitate the injection of the two assets into KBIL.   Under KBIL Phase 1, the seed assets will be acquired and transferred to KBIL and amount to about US$141 million ($186.3 million) in gross asset value covering about 840,000 square metres of land area and about 550,000 square metres of gross leasable area.   Under KBIL Phase 2, other than the seed assets, KBIL intends to acquire other potential industrial real estate assets under an identified pipeline of targets, which would have the potential to double the land area and gross leasable area in the portfolio. tangsookiam1947      ( Date: 02-Jun-2021 08:29) Posted: --- Post Removed by User ---
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tanstg Veteran	02-Jun-2021 08:20        tanstg About Contact  Quote this Post! Style: Combined   Mood: Yells: "Learn as I trade and trade as I understand"
x 0   x 0  Alert Admin	Thanks Max maxlim3      ( Date: 01-Jun-2021 22:37) Posted: I sold all mine. But that does not mean i am right. There is no right or wrong. No best time. I love the company and the management. Just that order book is low and face cost pressure among all things. Just that the calculation is not very correct. That's why i have to highlight it since it was asked. tanstg      ( Date: 01-Jun-2021 22:32) Posted: Any good advice?
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tanstg Veteran	02-Jun-2021 08:01        tanstg About Contact  Quote this Post! Style: Combined   Mood: Yells: "Learn as I trade and trade as I understand"
x 0   x 0  Alert Admin	COMPANY ANNOUNCEMENT BOUSTEAD PROJECTS SIGNS OPTION AGREEMENT FOR PROPOSED ACQUISITION OF 49% INTEREST IN KTG & BOUSTEAD INDUSTRIAL LOGISTICS JOINT STOCK COMPANY
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maxlim3 Member	01-Jun-2021 22:37        maxlim3 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I sold all mine. But that does not mean i am right. There is no right or wrong. No best time. I love the company and the management. Just that order book is low and face cost pressure among all things. Just that the calculation is not very correct. That's why i have to highlight it since it was asked. tanstg      ( Date: 01-Jun-2021 22:32) Posted: Any good advice?    maxlim3      ( Date: 01-Jun-2021 22:16) Posted: Your calculation is not correct.
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tanstg Veteran	01-Jun-2021 22:32        tanstg About Contact  Quote this Post! Style: Combined   Mood: Yells: "Learn as I trade and trade as I understand"
x 0   x 0  Alert Admin	Any good advice?    maxlim3      ( Date: 01-Jun-2021 22:16) Posted: Your calculation is not correct. tangsookiam1947      ( Date: 01-Jun-2021 21:31) Posted: --- Post Removed by User ---
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maxlim3 Member	01-Jun-2021 22:16        maxlim3 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Your calculation is not correct. tangsookiam1947      ( Date: 01-Jun-2021 21:31) Posted: --- Post Removed by User ---
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maxlim3 Member	01-Jun-2021 19:48        maxlim3 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I agree fully with what you have written. Corian99      ( Date: 01-Jun-2021 12:24) Posted: For me, I sold most of my holdings today Key reasons being 1. Boustead Projects should be weak for at least the next 6-12 months. Margins heavily affected by COVID, reduced order book and properties still need stabilisation before disposal. Don' t expect to see much growth on this front.  2. Energy Engineering division weak order book near term and don' t really see too big long term prospects as well. Don' t forget that Salcon has been divested already.  3. Healthcare forecasted to still pose a loss. So growth prospects all lie on the Geospatial cash cow. Which is unlikely to pose as convincing a growth figure as last FY, and will form majority of profit for next FY.  Key drivers of the price will have to be M& A for a good period, updated target price is identical and I suspect we will see sideways or slight downward movement in near term as volume recedes. And as much as I value the managing style, I don' t think there' s a huge chance of M& A happening, but of course do hope so. Ultimately, it' s up 50% compared to Pre-BIF, and it' s been as good a run as any. Good luck to all who are still holding and as always DYODD
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sgtrade Senior	01-Jun-2021 19:19        sgtrade About Contact  Quote this Post!
x 0   x 0  Alert Admin	Should consolidate at 1.2 for sometime b4 it cheong near xd. It's good for long term holder. Bb seems to have left n no worry about being dump. Relax chill wait for dividend guards80      ( Date: 01-Jun-2021 13:15) Posted: Look like some correction coming liao before going up high again
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guards80 Supreme	01-Jun-2021 13:15        guards80 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Look like some correction coming liao before going up high again
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Corian99 Member	01-Jun-2021 12:24        Corian99 About Contact  Quote this Post!
x 1   x 0  Alert Admin	For me, I sold most of my holdings today Key reasons being 1. Boustead Projects should be weak for at least the next 6-12 months. Margins heavily affected by COVID, reduced order book and properties still need stabilisation before disposal. Don' t expect to see much growth on this front.  2. Energy Engineering division weak order book near term and don' t really see too big long term prospects as well. Don' t forget that Salcon has been divested already.  3. Healthcare forecasted to still pose a loss. So growth prospects all lie on the Geospatial cash cow. Which is unlikely to pose as convincing a growth figure as last FY, and will form majority of profit for next FY.  Key drivers of the price will have to be M& A for a good period, updated target price is identical and I suspect we will see sideways or slight downward movement in near term as volume recedes. And as much as I value the managing style, I don' t think there' s a huge chance of M& A happening, but of course do hope so. Ultimately, it' s up 50% compared to Pre-BIF, and it' s been as good a run as any. Good luck to all who are still holding and as always DYODD
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Lugi71 Veteran	31-May-2021 19:31        Lugi71 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I dont think that there is a CORRECT analysis rather your valuation is more similiar to this analyst. Congratulations on selling and hope you made a good profit crystalbee      ( Date: 31-May-2021 19:26) Posted: Well I am at least quite correct in my analysis.....not likely CIMB increase target price of $1.40 set in March 2021 as actual net profit without divestment gain is $44.6mill but their forecast in March was   for $49.4mill.   So in the end " Add" (which is less powerful than " Buy" ) at same target price $1.40. Lol.....I did not sell at highest prices but just glad my analysis is mostly correct.  tangsookiam1947      ( Date: 28-May-2021 18:34) Posted: --- Post Removed by User ---
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