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Global Logistic
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TechnicalTrader
Master |
11-Jan-2017 22:51
Yells: "Traders perform TA using TI. Success rely on Technique used" |
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do you lose a lot on this?  
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KopRed75
Veteran |
11-Jan-2017 21:24
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Let's hope for a bidding war amongst the giants and we just need to eat popcorn see show collect $$$.
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investshare
Supreme |
11-Jan-2017 21:09
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Guys, if this goes smoothly, there is lot of money to be made by everyone here. Huat together!
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anthonykwong
Supreme |
11-Jan-2017 20:50
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Possible.
The "problem" with Alibaba is that they buy into too much tech, e commerce, " virtual " , starts-ups, competitors (e.g. loss making uber china) companies. Well this fits into their core strategy, it is not very "well balanced". The " mistake " ex handphone market leader Nokia made was : when they were churning out huge profits, they didnt acquire and invest in long term fixed assets such as properties that will give it some assets backing and yields. Same applies to Mc Donald's. If I were their CIO, I will acquire strategic shop spaces, buildings, even malls...you know how much rentals expense they fork out per year ? Thus, while Alibaba are still funds-rich, balanced move is to acquire long term assets for that extra backing. Moreover, GLP assets provide synergies to their e commerce model. 1 stone many birds. Had SPH didnt invest in properties, without this extra backing, SPH will be struggling now.
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anthonykwong
Supreme |
11-Jan-2017 20:26
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Wow. You are sure very resourceful. News just out mins ago.
I think Warburg Pincus sees huge potential and value in GLP. Guess Buy out GLP, restructure, IPO in NYSE alongside Prologis for better valuations. Furthermore, Warburg Pincus is known as the ** IPO KING * Buy out companies, restructure, do IPO listings. ** Warburg Pincus has completed more initial public offerings with its companies than any other global private equity firm. More than 120 Warburg Pincus companies have listed on exchanges *
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KopRed75
Veteran |
11-Jan-2017 20:05
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Will be happy if can open 2.60. Unlikely to trade over book value before confirmation of an offer.
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moron101
Supreme |
11-Jan-2017 19:49
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Ho sei liao. Tomorrow open 2.70?
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seanpent
Supreme |
11-Jan-2017 19:26
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Fantastic news .....  Think the fund that bought at 2.80+ will not accept anything less than that ..... so lets pray hard that it will be above 3.00 .....
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investshare
Supreme |
11-Jan-2017 19:10
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Ok good news come.
Warburg said to be forming consortium to bid for Singapore?s GLP By Bloomberg / Bloomberg | January 11, 2017 : 7:02 PM MYT Printer-friendly versionSend by emailPDF version Translated by Google Translator: 选 择 语 言 ▼ SINGAPORE/HONG KONG (Jan 11): Warburg Pincus is forming a consortium to bid for Global Logistic Properties, the Singapore-based warehouse operator, according to people with knowledge of the matter. Warburg Pincus has been speaking with banks and potential bidding partners about an offer for the industrial property owner, which has a market value of about US$8.2 billion ($11.8 billion), the people said. |
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moron101
Supreme |
11-Jan-2017 18:59
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I think Alibaba also invited as they need more logistic supports in US and China..
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moron101
Supreme |
11-Jan-2017 18:42
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Will all the bidding prices be announced openly? Interesting...
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seanpent
Supreme |
11-Jan-2017 16:55
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but I think GLP is a pretty efficient company isn' t it?
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seanpent
Supreme |
11-Jan-2017 16:51
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was trying to search for any hint of the timeframe ...... 
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investshare
Supreme |
11-Jan-2017 16:34
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Earliest in early Feb right?
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anthonykwong
Supreme |
11-Jan-2017 16:11
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Read between the lines :...a few parties.....
I just hope Softbank is one of them |
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bigpicture
Member |
11-Jan-2017 16:06
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holding on real tight
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seanpent
Supreme |
11-Jan-2017 15:40
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hold your breadth, guess announcement probably just round the corner ..... |
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anthonykwong
Supreme |
11-Jan-2017 15:30
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Trust one of the most successful funds managers : BlackRock
BlackRock bought + - $2.80 to cross 5% holdings now hold 6 %. Upsides still Good. |
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anthonykwong
Supreme |
11-Jan-2017 14:58
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One of the "BIGGEST MISTAKES" Saudi Arabia made is :
Oil --> HUGE OIL $ -> didnt do much global assetizations Now they beginning to realize their "mistake", thus....they are trying to do strategic acquistions too Now Spore Msia Mc Donald belongs to who ? : ) |
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anthonykwong
Supreme |
11-Jan-2017 14:51
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Same economics theory applies to Norway NOK too.
From Oil to Oil $ to Global Assetizations is the best hedging option. Any - 10 % drop in NOK will result in Norway losing more than 100 billions in US Dollars terms.
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