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FATABA Supreme	05-Dec-2016 11:35        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Just imagine ( wild talk ) ....what if GIC throw in the latest Europe P3 warehouses......then this package will be one of the global largest warehouses ..certainly CIC and even Chinese Gov will relook ....maybe largest Spore B$ deal coming up . ​ Haha...the GLP wld beneift for this setup .....:)) seanpent      ( Date: 05-Dec-2016 10:44) Posted: I concur, bro   ..... price will  have to  factor in the " painstakingly built up"   efforts and the " coveted" status .....   Qanghoo      ( Date: 05-Dec-2016 10:35) Posted: I  just checked from GLP' s latest financial report.  NAV (USD) = 196 n NTA = 186  respectively.  Work out to abt 280 n 264 SGD respectively.  An offer px of 310-15 still carries a premium of < 15%.  Thus, my view also is that 315 is not demanding, considering the portfolio of quality properties it has painstakingly built up across the globe over the years as well as the coveted fund management platform.  DYODD as always.
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seanpent Supreme	05-Dec-2016 10:44        seanpent About Contact  Quote this Post!
x 0   x 0  Alert Admin	I concur, bro   ..... price will  have to  factor in the " painstakingly built up"   efforts and the " coveted" status .....   Qanghoo      ( Date: 05-Dec-2016 10:35) Posted: I  just checked from GLP' s latest financial report.  NAV (USD) = 196 n NTA = 186  respectively.  Work out to abt 280 n 264 SGD respectively.  An offer px of 310-15 still carries a premium of < 15%.  Thus, my view also is that 315 is not demanding, considering the portfolio of quality properties it has painstakingly built up across the globe over the years as well as the coveted fund management platform.  DYODD as always.  seanpent      ( Date: 05-Dec-2016 09:38) Posted: agree on the justifications of the value to shareholders   my guess is it will be an outright sale ..... and  if its an outright sale, potentially there could be an higher asking ..... hope the " if" will turn out to be true .....
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Qanghoo Supreme	05-Dec-2016 10:35        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	I  just checked from GLP' s latest financial report.  NAV (USD) = 196 n NTA = 186  respectively.  Work out to abt 280 n 264 SGD respectively.  An offer px of 310-15 still carries a premium of < 15%.  Thus, my view also is that 315 is not demanding, considering the portfolio of quality properties it has painstakingly built up across the globe over the years as well as the coveted fund management platform.  DYODD as always.  seanpent      ( Date: 05-Dec-2016 09:38) Posted: agree on the justifications of the value to shareholders   my guess is it will be an outright sale ..... and  if its an outright sale, potentially there could be an higher asking ..... hope the " if" will turn out to be true ..... FATABA      ( Date: 05-Dec-2016 09:25) Posted: I too figure it might be bet 3.10/15 range ....lol ​ There is no reason for GIC to justify any lower value to its shareholders.  Also more likely a partial sale 25% maybe.
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seanpent Supreme	05-Dec-2016 09:38        seanpent About Contact  Quote this Post!
x 0   x 0  Alert Admin	agree on the justifications of the value to shareholders   my guess is it will be an outright sale ..... and  if its an outright sale, potentially there could be an higher asking ..... hope the " if" will turn out to be true ..... FATABA      ( Date: 05-Dec-2016 09:25) Posted: I too figure it might be bet 3.10/15 range ....lol ​ There is no reason for GIC to justify any lower value to its shareholders.  Also more likely a partial sale 25% maybe. seanpent      ( Date: 05-Dec-2016 08:52) Posted: another logical deduction based on bro FATABA' s mentioned figures ..... --- the sale of GLP' s Tokyo assets was achieved at a 12% premium to book value for the building ..... a reasonable target will probably be 12% over $2.80 which is $3.136 ..... let' s hope they can achieve that .....
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Qanghoo Supreme	05-Dec-2016 09:34        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wow, if really happens (which I hope it wld), I' d have a 20k+ Christmas/CNY and pow.  FATABA      ( Date: 05-Dec-2016 09:25) Posted: I too figure it might be bet 3.10/15 range ....lol ​ There is no reason for GIC to justify any lower value to its shareholders.  Also more likely a partial sale 25% maybe. seanpent      ( Date: 05-Dec-2016 08:52) Posted: another logical deduction based on bro FATABA' s mentioned figures ..... --- the sale of GLP' s Tokyo assets was achieved at a 12% premium to book value for the building ..... a reasonable target will probably be 12% over $2.80 which is $3.136 ..... let' s hope they can achieve that .....
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FATABA Supreme	05-Dec-2016 09:25        FATABA About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	I too figure it might be bet 3.10/15 range ....lol ​ There is no reason for GIC to justify any lower value to its shareholders.  Also more likely a partial sale 25% maybe. seanpent      ( Date: 05-Dec-2016 08:52) Posted: another logical deduction based on bro FATABA' s mentioned figures ..... --- the sale of GLP' s Tokyo assets was achieved at a 12% premium to book value for the building ..... a reasonable target will probably be 12% over $2.80 which is $3.136 ..... let' s hope they can achieve that ..... seanpent      ( Date: 02-Dec-2016 12:02) Posted: just few bids of price movement from day high ..... seems market is expecting a much much better premium from current price level .....  you could right, bro ..... possibly a range of 2.51 to 2.80 .....
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seanpent Supreme	05-Dec-2016 08:52        seanpent About Contact  Quote this Post!
x 0   x 0  Alert Admin	another logical deduction based on bro FATABA' s mentioned figures ..... --- the sale of GLP' s Tokyo assets was achieved at a 12% premium to book value for the building ..... a reasonable target will probably be 12% over $2.80 which is $3.136 ..... let' s hope they can achieve that ..... seanpent      ( Date: 02-Dec-2016 12:02) Posted: just few bids of price movement from day high ..... seems market is expecting a much much better premium from current price level .....  you could right, bro ..... possibly a range of 2.51 to 2.80 ..... FATABA      ( Date: 02-Dec-2016 09:06) Posted: Latest book value from Phillip is 2,80 lar 0.9 x BV is still aro 2.51 I think its safe to go in still DYODD ​ vested
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seanpent Supreme	04-Dec-2016 07:58        seanpent About Contact  Quote this Post!
x 0   x 0  Alert Admin	..... and ride the wave .... TanSiBeiKu      ( Date: 03-Dec-2016 16:44) Posted: Looking at the weekly chart, this counter still have a lot of space to climb further up.  Buy on dip if got holding power. Dyodd
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Qanghoo Supreme	03-Dec-2016 22:07        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Aiyo, u suck a marvellously visionary economist, they don' t want u?  Even Donald Trump wants u cos he needs more IBM super confusers mah.  anthonykwong      ( Date: 03-Dec-2016 15:33) Posted: love working in JP Morgan, if only they want me lah...heard from friends they have nice pantry with western coffee and even Chinese tea ! so good ....! if they serve hk dim sum, lagi better sia
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TanSiBeiKu Senior	03-Dec-2016 16:44        TanSiBeiKu About Contact  Quote this Post!
x 0   x 0  Alert Admin	Looking at the weekly chart, this counter still have a lot of space to climb further up.  Buy on dip if got holding power. Dyodd
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anthonykwong Supreme	03-Dec-2016 15:33        anthonykwong About Contact  Quote this Post!
x 0   x 0  Alert Admin	love working in JP Morgan, if only they want me lah...heard from friends they have nice pantry with western coffee and even Chinese tea ! so good ....! if they serve hk dim sum, lagi better sia
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anthonykwong Supreme	03-Dec-2016 01:57        anthonykwong About Contact  Quote this Post!
x 0   x 0  Alert Admin	alamak ...salah lah... JP Morgan not Morgan Stanley.... at least take comfort in : toronto to new york felix chee to winston ma anthonykwong      ( Date: 02-Dec-2016 14:06) Posted: when GIC hires Morgan Stanley, you know the deal is more or less 99.99% confirmed : )
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Qanghoo Supreme	03-Dec-2016 00:10        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	My haunch is this GLP thing might not stretch too long.    In my view,  the difference might be that, for GLP now, there appeared to have been interested parties lurking ard already which probably spurred GIC to nudge GLP into a review of available options.  In the case of OCBC-UE, while OCBC had initiated a strategic review, potential suitors are perhaps not exactly jumping wild, especially if OCBC n friends might have signalled expectations of a  prohibitive dowrysuitors  in potential suitors' eyes.  The fact that Mr C' s  unsolicitated wooing abt 2+yrs ago  had  triggered a fruitles six-mth exclusivity negotiations  probably manifests a wide gulf between the parties (maybe  an unattractive asking px n maybe too not allowing  sufficient rm for negotiations).  This time rd, while OCBC n friends might be more keen to  part company with UE, as apparently shown by their making the first move to OUE, my guess is that the  bar  might still be higher than what potential suitors view as reasonable.  All said, my sense is OCBC n friends have no reason to be  cornered into a fire sale although  they probably see a strategic redeployment of capital as making better business, especially given  rising interest-rate exceptations post-Trump n even if, post-WHB, OCBC' s debt commitment might be higher.  investshare      ( Date: 02-Dec-2016 22:31) Posted: Not sure how fast this review will take. OCBC announce UE review already long time still nothing. SPH announce biz review also few months already.
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investshare Supreme	02-Dec-2016 22:31        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	Not sure how fast this review will take. OCBC announce UE review already long time still nothing. SPH announce biz review also few months already.
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anthonykwong Supreme	02-Dec-2016 22:25        anthonykwong About Contact  Quote this Post!
x 0   x 0  Alert Admin	and the safest global assetizations is ? sizeable portfolio on properties (various)... so you see china funds recently buying up mixed use in seoul, office buildings in australia, strategic hotels in usa, malls in europe... if u buy say airlines, u faced union issues...strikes...politics ...etc so safest still propertied * various anthonykwong      ( Date: 02-Dec-2016 22:13) Posted: china is going thru ultra super inflationary phases ... if raise interest rates will have a hard landing.... rmb going to depreciation mode...ask almost everyone in China especially those tycoons they ferl this way... so, if China funds still taking own sweet time while rmb still seemingly strong vis a vis usd, then sooner or later they will lose out. time is $ now on china side. they need to do global assetizations asap. acquire global assets as much as possible. for those in the job of doing so and fail to do so, they have big responsibilty to answrr to the highest powers .
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anthonykwong Supreme	02-Dec-2016 22:13        anthonykwong About Contact  Quote this Post!
x 0   x 0  Alert Admin	china is going thru ultra super inflationary phases ... if raise interest rates will have a hard landing.... rmb going to depreciation mode...ask almost everyone in China especially those tycoons they ferl this way... so, if China funds still taking own sweet time while rmb still seemingly strong vis a vis usd, then sooner or later they will lose out. time is $ now on china side. they need to do global assetizations asap. acquire global assets as much as possible. for those in the job of doing so and fail to do so, they have big responsibilty to answrr to the highest powers .
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Qanghoo Supreme	02-Dec-2016 17:10        Qanghoo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Dip = jeep.  Haha. InvestorB      ( Date: 02-Dec-2016 17:09) Posted: hope it can see 2.3 next week seanpent      ( Date: 02-Dec-2016 16:53) Posted: yup ..... going forward after yesterday' s announcement, if  the deal can be  concretized in the coming days, guess may see an even bigger gap up on opening ..... let' s hope so .....
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InvestorB Member	02-Dec-2016 17:09        InvestorB About Contact  Quote this Post!
x 0   x 0  Alert Admin	hope it can see 2.3 next week seanpent      ( Date: 02-Dec-2016 16:53) Posted: yup ..... going forward after yesterday' s announcement, if  the deal can be  concretized in the coming days, guess may see an even bigger gap up on opening ..... let' s hope so ..... moron101      ( Date: 02-Dec-2016 14:30) Posted: Hope coming weekend or next week more good news can come in... and this time they are from US and Japan, not just China..
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seanpent Supreme	02-Dec-2016 16:53        seanpent About Contact  Quote this Post!
x 0   x 0  Alert Admin	yup ..... going forward after yesterday' s announcement, if  the deal can be  concretized in the coming days, guess may see an even bigger gap up on opening ..... let' s hope so ..... moron101      ( Date: 02-Dec-2016 14:30) Posted: Hope coming weekend or next week more good news can come in... and this time they are from US and Japan, not just China..
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anthonykwong Supreme	02-Dec-2016 16:20        anthonykwong About Contact  Quote this Post!
x 0   x 0  Alert Admin	look how morgan freeman broker that multi bil deal with CIC in australia...genius anthonykwong      ( Date: 02-Dec-2016 14:06) Posted: when GIC hires Morgan Stanley, you know the deal is more or less 99.99% confirmed : )
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