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Global Logistic
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FATABA
Supreme |
10-Jan-2017 15:33
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Its not only on track , I think it should exceed expectation. ( w Ali baba meeting with Trump ....global e-comm is going north, Logistic demand not only going to rise much in USA/CHINA but many more parts of the world.  ) Beside GLP ......are there another GLOBAL logistic company that can match ? Certainly not going cheaper or even 10% above book DYODD.....I am holdin very tight :)
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Integrity
Elite |
10-Jan-2017 15:08
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Looks good to take profit for contra players today. |
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zandlery
Supreme |
10-Jan-2017 12:10
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at least today so far you posting something relevant.........not telling your loser live story.....hehe
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anthonykwong
Supreme |
10-Jan-2017 11:41
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Strong volumes buy up....
Then small volumes sell down... Accumulation + Washing mode... Then Accumulation Mode again |
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investshare
Supreme |
10-Jan-2017 11:03
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On track.
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newbie24
Veteran |
10-Jan-2017 10:42
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Topped up some. Good angpow coming to end CNY hopefully! | ||||
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TanSiBeiKu
Senior |
10-Jan-2017 10:29
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Agreed. The parties involved are top dealers & nobody knows their last card (底 牌 ). Patient is key for retailers. My guess is between S$14b to S$15b mkt cap (approx S$3.08) Ah Gong is creating and distributing wealth. Don' t miss this golden opportunity. Dyodd   
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FATABA
Supreme |
10-Jan-2017 10:13
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First round bidderS will be known by early Feb......so it can be before or during the result . Price by bidders may not be known as its first round so there is actually opportunities for revision for those that are selected.. ( normally higher as no one offer the highest in the first round) Happy investing.
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gopguppy
Veteran |
10-Jan-2017 10:10
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3Q results to be released on 9th Feb. Maybe the details of the first round bidding might also be announced on that day. |
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anthonykwong
Supreme |
09-Jan-2017 14:57
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Before Trading Halt resumes, .... i said this :
"Anthing below $2.50 is a Buy"... When BBs "heed" my advice and use $2.50 as a marker, i hate it.... When i guessed it correct, it makes me scared..... Later all think i am a BB or guru.....very sian
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seanpent
Supreme |
09-Jan-2017 13:51
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zandlery
Supreme |
09-Jan-2017 13:20
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Come in here to see any interesting info and yet see this dude keep talking bout himself or herself......hmm........city lives are stress I guess.....crazy dude increasing.... | ||||
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anthonykwong
Supreme |
09-Jan-2017 11:29
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Since my JC days, i like this Actor John Goodieman. Comedian. Charismatic . Nice.
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anthonykwong
Supreme |
09-Jan-2017 11:27
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Now is " Phase 3"...
They, the BBs dont even bother to "wash it"... A lot want to buy i know ... eager to buy....
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anthonykwong
Supreme |
09-Jan-2017 11:15
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Is garmen steady and gentlemen ?
Nah. I dont think do. When you guessed correctly, they may suspect you. So they "peeped" on you. 偷 看 。 偷 窥 。 Sigh. You cannot 偷 看 them. But they can 偷 看 you. |
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anthonykwong
Supreme |
09-Jan-2017 11:00
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If I were a China Strategist, I would :
1. Take over GLP, Delist it from SGX 2. Repackage it , add some Australia warehousing assets 3. IPO in NYSE The Americans will luv it . Higher Valuations. And if Prologis performs well, they will chase for NYSE-LISTED GLP too. American Culture. I like. P.S. : what if you guessed things correctly ? BBs will suspect you have "prviledged information" Fact is : i just googled : ) and think and deduce : )) |
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anthonykwong
Supreme |
09-Jan-2017 10:39
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I study geopolitics a bit recently.
CHINA + AUSTRALIA = PARTNERS US + EUROPE E.G. NORWAY = PARTNERS BBs very smart. Maintain price. Those wanna buy at lower cannot. Those wanna sell higher cannot. Classic example of a.....
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Integrity
Elite |
08-Jan-2017 12:45
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Just keep it until the offers come in next month. I guess its not too long to wait before investors get the real value of GLP right? | ||||
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anthonykwong
Supreme |
08-Jan-2017 11:45
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Very well said.
In fact, GLP is more "diversified" than Prologis (which covers mainly US). GLP covers 2 biggest economies US and China, whereby e commerce most important most dominant. Add Japan and Brazil it becomes more strategic more relevant. If take over at say at $3.50, buyer can relist via new IPO in HK, Frankfurt or New York where it will receive higher valuations than conservative SGX. Lots of upsides.
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gopguppy
Veteran |
08-Jan-2017 10:26
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$2.65 is simply no go. GIC nor a majority of investors will simply not accept the deal given the very postitive outlook for this stock, If the current price is trading at 0.92x P/B and Prologis is trading at 1.93x P/B, that tells you the amount of headway the final offer can potentially rise up to. GLP can become the next Prologis, and not confined to US alone. New markets in Europe and UK are being looked into now. Even an average betweeen 0.92 and 1.93 is about 1.4x P/B or $3.7. DYODD. |
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