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famouspinky Supreme	12-Jul-2019 16:38        famouspinky About Contact  Quote this Post!
x 0   x 0  Alert Admin	Same as NoL sgng123      ( Date: 12-Jul-2019 14:07) Posted: Temasek like to divest, even with new delist rule change high chance with their big iinvestor friend holding over more than 75% of shares that temasek did not own would push over sale if happen. New change to delist require only 75% of shares not own by offer to pass while removing the 10% block. Bad for stocks with overwhelming ownship by parent but very good for stocks with diversify ownership. That why i did mention SIA privatisation for SIA eng is getting harder as sia unwilling to pay higher premium, it either sale to third party or value unlock through share redestribution.
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sgng123 Supreme	12-Jul-2019 14:07        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Temasek like to divest, even with new delist rule change high chance with their big iinvestor friend holding over more than 75% of shares that temasek did not own would push over sale if happen. New change to delist require only 75% of shares not own by offer to pass while removing the 10% block. Bad for stocks with overwhelming ownship by parent but very good for stocks with diversify ownership. That why i did mention SIA privatisation for SIA eng is getting harder as sia unwilling to pay higher premium, it either sale to third party or value unlock through share redestribution.
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runaway Senior	12-Jul-2019 06:02        runaway About Contact  Quote this Post!
x 0   x 0  Alert Admin	海 ， 陆 ， 空 。 海 ， 输 钱 ， 买 了 。 陆 ， 流 血 ， 收 养 了 。 空 ， 还 在 赚 钱 ， 不 可 卖 。
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sgng123 Supreme	12-Jul-2019 01:41        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Maybe temasek price down sia stock price to make offer price premium look good. It what they do to NOL keeping it under 1 dollar dub mode then apl logistoc divest follow by sale offering 1.3 30% premium over last trade price. Very typical bb prep stock for sale. But new rule on delist might make sia think twice abt privatise sia eng lol.
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famouspinky Supreme	11-Jul-2019 18:56        famouspinky About Contact  Quote this Post!
x 0   x 0  Alert Admin	Well said stockgurus      ( Date: 11-Jul-2019 12:48) Posted: Dividend coming... June results coming.. This one is heavily undervalued...May/April results vy good.. Collect dividend and wait for the good results (:  SIA just need to cut its cost, overall profit will be higher...Last year because of so many different brands and poor management.. This year cost should be cut.. If not cut off the management. famouspinky      ( Date: 11-Jul-2019 11:37) Posted: Same method always. Now will be the airport as the package.
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sgng123 Supreme	11-Jul-2019 17:34        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	SGX just changed it delisting rules, making it harder for big shareholder to push delist through brute. Now offer price had to be on equal of highrr than book value. No more bottom fishing and bargain buying. SIA might not wanna privatised sia eng but might go the way to redistribute it stake to all investors. Cheaper this way and controlling stack holder just shift from sia to temasek lol. Time running short, SIA not growing  fast enough air traffic to feed incoming t5 which is bigger than all 4 terminal combined. SIA fate more or less seal, just when it gon be sold off. Triggering event is SIA eng divestment or separation from parent sia. And also why SIA never chopped heads on reform exercise, market not giving it approval since it not doing the most sensible thing to cut cost and boost margin. Don bitch cos it business as usual, time bad time to let go. No need to devote urself to company, learn from them and set up sub to steal thrir customers lol
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stockgurus Member	11-Jul-2019 12:54        stockgurus About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yea Wont be too surprise to see its price go back to 10-11 range next month after results released.. High revenue but cost suddenly shot up last year..How difficult can it be to cut cost? LOL LETS see the results...I am betting cost will be cut.. Cost has been low in 2017, 2018 suddenly due to some stupid management decisions cost went up.. But sia went back to one airline brand and a lean model.. Transformation work should be good..End of last year stupidity. runaway      ( Date: 11-Jul-2019 12:46) Posted: SIA has a strong balance sheet, with strong cash flow and is profitable. It is back by a major shareholder, 55% owned by Temasek,  As the Best Airlines in the World, its branding is formidable. $9.50 is a good buy for anyone thinking of adding a blue chip to his portfolio.
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stockgurus Member	11-Jul-2019 12:48        stockgurus About Contact  Quote this Post!
x 0   x 0  Alert Admin	Dividend coming... June results coming.. This one is heavily undervalued...May/April results vy good.. Collect dividend and wait for the good results (:  SIA just need to cut its cost, overall profit will be higher...Last year because of so many different brands and poor management.. This year cost should be cut.. If not cut off the management. famouspinky      ( Date: 11-Jul-2019 11:37) Posted: Same method always. Now will be the airport as the package. sgng123      ( Date: 11-Jul-2019 11:18) Posted: SiA is rangebound regardless of external fsctor, stock price at recession level where financial performance is not at recession level. All this pointing to bb poisitioning for either a privatisation or divestment once SIA eng got divested or privatised to get a final valuation. NOL stock price also same situation, locked in range and when APL logistic got divested, immediate sale for  whole gtp come later. The fun part is the whole process took years in preparation, temasek doing the dirty work of reorganisation and restructure before selling it off to buyer. Good customer service loh lol. When NOL offer came, temasek and buyers claimed buyer paying 30% premium over last traded ptice where in reality it was them who suppressing the stock. Dressing to make it atractive for big investors to accept offer.
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runaway Senior	11-Jul-2019 12:46        runaway About Contact  Quote this Post!
x 0   x 0  Alert Admin	SIA has a strong balance sheet, with strong cash flow and is profitable. It is back by a major shareholder, 55% owned by Temasek,  As the Best Airlines in the World, its branding is formidable. $9.50 is a good buy for anyone thinking of adding a blue chip to his portfolio.
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famouspinky Supreme	11-Jul-2019 11:37        famouspinky About Contact  Quote this Post!
x 0   x 0  Alert Admin	Same method always. Now will be the airport as the package. sgng123      ( Date: 11-Jul-2019 11:18) Posted: SiA is rangebound regardless of external fsctor, stock price at recession level where financial performance is not at recession level. All this pointing to bb poisitioning for either a privatisation or divestment once SIA eng got divested or privatised to get a final valuation. NOL stock price also same situation, locked in range and when APL logistic got divested, immediate sale for  whole gtp come later. The fun part is the whole process took years in preparation, temasek doing the dirty work of reorganisation and restructure before selling it off to buyer. Good customer service loh lol. When NOL offer came, temasek and buyers claimed buyer paying 30% premium over last traded ptice where in reality it was them who suppressing the stock. Dressing to make it atractive for big investors to accept offer.
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sgng123 Supreme	11-Jul-2019 11:18        sgng123 About Contact  Quote this Post!
x 0   x 1  Alert Admin	SiA is rangebound regardless of external fsctor, stock price at recession level where financial performance is not at recession level. All this pointing to bb poisitioning for either a privatisation or divestment once SIA eng got divested or privatised to get a final valuation. NOL stock price also same situation, locked in range and when APL logistic got divested, immediate sale for  whole gtp come later. The fun part is the whole process took years in preparation, temasek doing the dirty work of reorganisation and restructure before selling it off to buyer. Good customer service loh lol. When NOL offer came, temasek and buyers claimed buyer paying 30% premium over last traded ptice where in reality it was them who suppressing the stock. Dressing to make it atractive for big investors to accept offer.
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famouspinky Supreme	11-Jul-2019 07:10        famouspinky About Contact  Quote this Post!
x 0   x 0  Alert Admin	The ref point is balance sheet. runaway      ( Date: 11-Jul-2019 06:38) Posted: When you make a reference, pls pick the right reference point. NOL was bleeding non-stop, and SMRT was marred with breakdowns and a political concern for the ruling. SIA has been profitable. From  memory, it was in the red only once or twice, during recession and global financial crisis. SIA needs SIA Engineering for secure confidence and reliability , and SIA Engineering benefits from SIA recurring business. Divestment is remote.
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runaway Senior	11-Jul-2019 06:38        runaway About Contact  Quote this Post!
x 0   x 0  Alert Admin	When you make a reference, pls pick the right reference point. NOL was bleeding non-stop, and SMRT was marred with breakdowns and a political concern for the ruling. SIA has been profitable. From  memory, it was in the red only once or twice, during recession and global financial crisis. SIA needs SIA Engineering for secure confidence and reliability , and SIA Engineering benefits from SIA recurring business. Divestment is remote.
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sgng123 Supreme	11-Jul-2019 04:34        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	In short watch out if SIA eng get divested, be mental prepared temasek would divest SIA to get a good deal to boost changi air traffic. Don worry too much about getting undercut by temasek, NOL get 1.1x book value offer price meaning buyer paying 10% premium over it book value. SIA eng privatisation/divestment most likely in lower range of pricing 2.80, basically if u buy above 3 most likely take loss. Big M& A might happen in second half 2019, enjoy the drama scream etc...
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sgng123 Supreme	11-Jul-2019 04:24        sgng123 About Contact  Quote this Post!
x 0   x 1  Alert Admin	Cool down guys, don get work up. I only sharing the similarity NOL having before getting sold off to france carrier. SIA following similar route, buying new airlined, issuing lot of debt, streamlining opration, and the most weird thing is changing to international accounting method cleaning up it balance book. The similarity is damn too identical to NOL, when APL logistic it non core business sold, parent also got sold. Remember sg is a maritime mega port, if shipping line can ta bao to ag mo, what stopping them from selling SIA. Air travel not consider basic necessity as compared to mrt which gov had to take it private. T5 completion soon in next 1 to 2 years uf not enough traffic, everyone go eat xi bei feng lol. The US China decoupling would slow down international trade in next few years, it would become urgent to boost traffic growth
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famouspinky Supreme	10-Jul-2019 22:23        famouspinky About Contact  Quote this Post!
x 0   x 0  Alert Admin	All red marks. Good argh? famouspinky      ( Date: 10-Jul-2019 22:18) Posted: https://www.google.com/amp/s/www.ceicdata.com/en/indicator/singapore/unemployment-rate/amp investshare      ( Date: 10-Jul-2019 21:32) Posted: This is called full employment
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famouspinky Supreme	10-Jul-2019 22:18        famouspinky About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.google.com/amp/s/www.ceicdata.com/en/indicator/singapore/unemployment-rate/amp investshare      ( Date: 10-Jul-2019 21:32) Posted: This is called full employment famouspinky      ( Date: 10-Jul-2019 21:00) Posted: https://stats.mom.gov.sg/Pages/Unemployment-Summary-Table.asp
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famouspinky Supreme	10-Jul-2019 22:05        famouspinky About Contact  Quote this Post!
x 0   x 0  Alert Admin	Mad investshare      ( Date: 10-Jul-2019 21:32) Posted: This is called full employment famouspinky      ( Date: 10-Jul-2019 21:00) Posted: https://stats.mom.gov.sg/Pages/Unemployment-Summary-Table.asp
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investshare Supreme	10-Jul-2019 21:32        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	This is called full employment famouspinky      ( Date: 10-Jul-2019 21:00) Posted: https://stats.mom.gov.sg/Pages/Unemployment-Summary-Table.aspx investshare      ( Date: 10-Jul-2019 20:07) Posted: Sure or not, unemployment rate is near zero.
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famouspinky Supreme	10-Jul-2019 21:09        famouspinky About Contact  Quote this Post!
x 0   x 0  Alert Admin	Theres 2 ways to be spoon fed. 1 pay fee and have at least 1mil in investible cash to a professional or get a ruler like our mentor and the group of old guards to give one a clear direction. If not live a I don't know what's going on life. famouspinky      ( Date: 10-Jul-2019 21:02) Posted: It's only STi equities. Boring and so simple to predict it's only lots of fools thinking it's gold famouspinky      ( Date: 10-Jul-2019 20:58) Posted: Already mentioned it's range bound. Do understand what u r reading. When I mentioned gentng gg sub 1 lots of people in this forum laughed. What happen now? Same for Noble. I'm not gg to tell u exactly how low it can go but u can see it's range from 9.5 to 10.5. most will play in this region of 9.5 to 10.5 and collect dividend if there's any. So if this is ur game, u may carry on
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