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Global Logistic
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earlybird14
Supreme |
14-Jun-2016 10:29
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With Real earning of PE of 24, among all blue chips who paying good dividend due to right cash flow generation, glp is only able to pay 3.2% which is at the lower side.
So GLP is not undervalued, 1.79 now shall be fair value with PE 24 with healthy cash flow and performance. Other blue chips affected by global economic report lousy profit but earning power still better than GLP, so don't over commit on GLP since it may not be the real crystal who expansion programme may come to an end and stop recording fair value gain, then it actual earning power will be exposed in next bull market and result others bluechips Chiong to sky but glp is left behind due to quarter to quarter net profit is lower.
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earlybird14
Supreme |
14-Jun-2016 10:23
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Just to highlight again.
Glp included too much fair value gain from purchased property. From the case of noble priced in fair value gain from contract derivative and palm oil counter like golden Agri priced in biological asset gain. We know that these gain are not sustainable and sooner or later, they have to stop doing it eventually loading with huge net asset value but weak in net incoming or earning. I suggest all investors who want to invest shall start to exclude all these to justify the actual earning of a company. GLP PE now is 9.8 but look into cash flow, the operating cash they can generate is about 100mio in last q. Assume they can generate the same for next 3q, the earning is about 400mio, which is onlyPE 24. I did the same on hph trust and find that hph trust PE 16. This explain why glp continue beaten but hph stop bleeding and up from 42 to 45 now. This also why even glp launch share buy back but short selling funds doesn't seem like want to let go GLP. No doubt glp is healthy company but you may be confused by the fake earning and actual earning of glp. |
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Octavia
Supreme |
14-Jun-2016 09:26
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Seem like trending down to $1.73 leh. Chart not so nice...high risk. Good luck,sis.
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earlybird14
Supreme |
14-Jun-2016 09:26
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Chart is not good. 1.93 then 1.86. The later one not able to go higher the older one but gonna beaten down below day chart support. This mean the rally is killed.
If they don't quickly bounce above 1.8. It may move to another round downtrend lead by 4hr chart. Sti index has same pattern too.
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halleluyah
Supreme |
14-Jun-2016 09:13
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Jeep some.... |
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FATABA
Supreme |
09-Jun-2016 09:50
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Yes...its running now ...1.855/86
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FATABA
Supreme |
09-Jun-2016 00:30
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Largest pie China is still doing well....USA lease wld continue to contribute. Japan could be flat. Brazil hopefully not too bad but it' s a much smaller pie, also recently signed new lease. Mgt strong share buy back can be view positively.......when cancelled roe goes higher. Keeping finger cross .
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ecekca
Elite |
08-Jun-2016 20:40
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what the story on GLP?
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FATABA
Supreme |
08-Jun-2016 10:28
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Thanks and same to you . I still think GLP will move up soon next 30/days esp when its result is nearer......testing 1.88/1.90 shoud not be a problem (I hope) July result ? Keeping my finger cross ..:)
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Just4win
Supreme |
08-Jun-2016 10:22
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Yup, really at the mercy of bbs... Up and down can really be very fast and fierce. Anyway, good luck to you... Hope u win big big :)
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FATABA
Supreme |
08-Jun-2016 10:20
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This counter is under very well control of bb. Out of no where it will move. When good result and extra lease sign ...it can remain dead for days and week. But volume can shoot up and down. ( v tough for trade) ...... maybe diff for longer term investor eyeing its dividend and longer term potential. DYODD. Happy investing.
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Just4win
Supreme |
08-Jun-2016 09:55
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Me too... getting frustrated with this counter. Had exited yesterday at 1.81 .... wasted commission n my time to monitor this.
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halleluyah
Supreme |
07-Jun-2016 09:53
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Tdy is T+5.... |
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sun233
Elite |
07-Jun-2016 07:03
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JUN 7, 20165:50 AM Global Logistic Properties WAREHOUSE provider GLP has bought an 89 per cent stake in Beijing Youshan Hengrong Yanong Investment Management and Beijing Youshan Hengrong Shengyue Investment Management for 448 million yuan (S$92.5 million) in cash. |
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anonymoustrader
Member |
06-Jun-2016 13:41
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thought share buyback should be a good thing. Since meaning future dividend per share would likely be higher. plus the company is confident. So dont know why ppl are selling?is like just to wreck havoc for this counter |
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flyersummer
Senior |
05-Jun-2016 22:27
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Global Logistic Properties Ltd: Leases 20k sqm to new customers in Brazil GLP recently announced that it has signed a 20k sqm (215k sq ft) lease with two leading companies in Brazil, which are new customer relationships for GLP. One of them, a leading global healthcare company has leased 13k sqm (140k sq ft) at GLP Guarulhos, while a leading third party logistics provider in Brazil has also leased 7k sqm (75k sq ft) at GLP Campinas to serve domestic demand for mobile phones and related products. Management indicates that it continues to see demand from customers in Brazil despite the challenging economic environment as the group&rsquo s well located facilities help customers reduce costs and maximize efficiency as operations get consolidated. Maintain BUY on GLP with an unchanged fair value estimate of S$2.37. (Eli Lee) |
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huatster
Senior |
04-Jun-2016 12:12
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It means that the current price is too low compared with the NAV. So it expects to the trending upwards in the short term.
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earlybird14
Supreme |
04-Jun-2016 12:07
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Because Glp money is limited, but market money is unlimited. If buy back don't work, money go for shorting will be even more.
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cdodkny
Senior |
04-Jun-2016 12:00
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The share buy back symbolise the company's faith and financial cash standings. Long term investor can buy now. Bb that take a position could easily flushed out the contrarian which probably took place these two days amid bad market sentiments despite Sti green. As such, on the contrary once they decide to push it could easily break 1.8 again and surge higher... Look at Thai bev, flushed and contrarian in n out. Look at a few other counters. How ever, fundamental and funds playing is a different ball in all. The intrinsic value of Glp is indeed much higher, decide for yourself. | ||||
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Jebusishere
Member |
04-Jun-2016 10:07
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That's why shld sell while still possible, currently the sma50 down trend
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