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sgng123 Supreme	04-Jan-2016 18:08        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	2016 Theme of play would be delisting and privatization play, market expect to tank another 10 -15 %
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sgng123 Supreme	04-Jan-2016 11:16        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Everything in STI gona lose their valuation by 30% this year due to big fund withdrawn, making money or defensive stocks all gona be sold off to cover losses in energy hedges. NOL gona be best performing stock 2016 since it is locked in offer price 1.30 with potential for speculation due to unwilling minority 30% .
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earlybird14 Supreme	03-Jan-2016 19:34        earlybird14 About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Who is preparing to lose 30-40% market cap in next 2 years in reits can go ahead to buy reits. Interest rate hike and over supply office, factory, warehouse and retail shop are going to crash this sector in next 2 years once contract which was signed 2-3 years ago all moved into expiry. Know-Your-Stuff      ( Date: 02-Jan-2016 19:17) Posted: Thanks for the insight. However I think Reits are getting more risker now because US interest rate and bond yield are both moving up. SG interest rate will move up also. All these mean risk free rate will move up. Which means Reits will sell off to compensate for a higher risk free premium. sgng123      ( Date: 28-Dec-2015 23:18) Posted: Oil below 40 and high chance would breach 30 then stabilise assuming oil production country cut production . Don worry too much abt nol , the antitrust regulator approval would come before AGM in April .1H 2016 gona be another correction , STI component stocks gona get hit, estimated 15% downside. This would explain why TH accept 1.30 offer cos they know market very bad in 2016. Again after the correction in 1H16, opportunity to accumulate quality defensive stock. Utility and logistic SREIT safer, just avoid stocks/REIT with regional explosure as they would be sold off to mend hedge fund losses in energy industry .
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sgng123 Supreme	02-Jan-2016 23:37        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yup REITs are going down a bit it hit bottom, but stocks going nowhere these 2-3 years . In short REITs still safer than stocks, target logistic/retail based in Singapore those safest. Tough market condition this year and 2017. The high dividend and stronger balance sheet on reits should tide investor over rather than betting on stocks which crash anytime . If STI tank in 1Q16, then CMA offer is fair as stock valuation all tank regardless of result. Scary time ahead, best is to hold cash and wait till 2018
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Know-Your-Stuff Senior	02-Jan-2016 19:17        Know-Your-Stuff About Contact  Quote this Post!
x 0   x 0  Alert Admin	Thanks for the insight. However I think Reits are getting more risker now because US interest rate and bond yield are both moving up. SG interest rate will move up also. All these mean risk free rate will move up. Which means Reits will sell off to compensate for a higher risk free premium. sgng123      ( Date: 28-Dec-2015 23:18) Posted: Oil below 40 and high chance would breach 30 then stabilise assuming oil production country cut production . Don worry too much abt nol , the antitrust regulator approval would come before AGM in April .1H 2016 gona be another correction , STI component stocks gona get hit, estimated 15% downside. This would explain why TH accept 1.30 offer cos they know market very bad in 2016. Again after the correction in 1H16, opportunity to accumulate quality defensive stock. Utility and logistic SREIT safer, just avoid stocks/REIT with regional explosure as they would be sold off to mend hedge fund losses in energy industry .
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sgng123 Supreme	30-Dec-2015 00:10        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Share might shoot up temporary for tigerair if deal fall through due to short covering by SIA. famouspinky      ( Date: 29-Dec-2015 17:39) Posted: 1 is conditional offer the other is unconditional offer 1 is 30% above nav the other is below nav Why nd to pay brokerage comms ? AndyLoss      ( Date: 29-Dec-2015 16:39) Posted: so do u recommend not to sell in the open market at 1.24 - 1.28 whenever it reaches ??  in TigerAir case there is a fear now that the deal may fall... which will pull back the Tiger Air stock... price...hope that does not happen to NOL.
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sgng123 Supreme	30-Dec-2015 00:07        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yup no need to do anything for now. CMA would learn the hard truth about NOL remaining hardcore 30% who rather sink with ship than sell cheap.CPF investors are hardest nut to break in the delist offer.Tigerair minority 25% would teach SIA lesson trying to fish in trouble water. NOL 30% CPF investors and hedge fund had taught TH a lesson in 2004 2.80 also don wanna sell and that time it is 20% premium over book value. CMA would need to act fast and grab as much as possible to hit 90%, elsd they gona be stuck with NOL still listed and difficulities in merging both carriers since touching NOL asset again need to get 90% in AGM. Currently CMA only have 0.77%, long way to go . TH never told them it a big pain in the dealing with minority shareholder lol.
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famouspinky Supreme	29-Dec-2015 17:39        famouspinky About Contact  Quote this Post!
x 0   x 0  Alert Admin	1 is conditional offer the other is unconditional offer 1 is 30% above nav the other is below nav Why nd to pay brokerage comms ? AndyLoss      ( Date: 29-Dec-2015 16:39) Posted: so do u recommend not to sell in the open market at 1.24 - 1.28 whenever it reaches ??  in TigerAir case there is a fear now that the deal may fall... which will pull back the Tiger Air stock... price...hope that does not happen to NOL. sgng123      ( Date: 29-Dec-2015 15:48) Posted: Bad stock market sentiment in 2016 since from history when fed raise rate, stock would sink. Best bet is to wait out the correction in 1H2016. Now tigerair facing problem with minority investors only got 74.5% , SIA might fail in attempt to delist. Tigerair case might be a mirror for us when CMA offer become unconditional . Prelimary offer of 1.50 rejected cos TH want to protect PSA cargo interest and accept 1.30 offer on conditions CMA set up regional cargo center in Singapore . Basically this deal is purely a TH   divestment and national interest one, CMA had to make full share offer due to SGX rule. Most likely NOL would face similar fate as Tigerair since rest of stocks hold by CPF accounts where u can hold on forever since money cannot take out . CMA make it intention to delist NOL so if cannot reach 90% to force buyout, a second offer based off preliminary offer had to be made and adjusted to reach the delist 90%. Keeping NOL listed would screw up CMA merger plan, so sit tight and enjoy 2016 drama of the year. TH selling off NOL stakes to do NS don meant every investors had to do it.
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AndyLoss Master	29-Dec-2015 16:39        AndyLoss About Contact  Quote this Post!
x 0   x 0  Alert Admin	so do u recommend not to sell in the open market at 1.24 - 1.28 whenever it reaches ??  in TigerAir case there is a fear now that the deal may fall... which will pull back the Tiger Air stock... price...hope that does not happen to NOL. sgng123      ( Date: 29-Dec-2015 15:48) Posted: Bad stock market sentiment in 2016 since from history when fed raise rate, stock would sink. Best bet is to wait out the correction in 1H2016. Now tigerair facing problem with minority investors only got 74.5% , SIA might fail in attempt to delist. Tigerair case might be a mirror for us when CMA offer become unconditional . Prelimary offer of 1.50 rejected cos TH want to protect PSA cargo interest and accept 1.30 offer on conditions CMA set up regional cargo center in Singapore . Basically this deal is purely a TH   divestment and national interest one, CMA had to make full share offer due to SGX rule. Most likely NOL would face similar fate as Tigerair since rest of stocks hold by CPF accounts where u can hold on forever since money cannot take out . CMA make it intention to delist NOL so if cannot reach 90% to force buyout, a second offer based off preliminary offer had to be made and adjusted to reach the delist 90%. Keeping NOL listed would screw up CMA merger plan, so sit tight and enjoy 2016 drama of the year. TH selling off NOL stakes to do NS don meant every investors had to do it.
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sgng123 Supreme	29-Dec-2015 15:48        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Bad stock market sentiment in 2016 since from history when fed raise rate, stock would sink. Best bet is to wait out the correction in 1H2016. Now tigerair facing problem with minority investors only got 74.5% , SIA might fail in attempt to delist. Tigerair case might be a mirror for us when CMA offer become unconditional . Prelimary offer of 1.50 rejected cos TH want to protect PSA cargo interest and accept 1.30 offer on conditions CMA set up regional cargo center in Singapore . Basically this deal is purely a TH   divestment and national interest one, CMA had to make full share offer due to SGX rule. Most likely NOL would face similar fate as Tigerair since rest of stocks hold by CPF accounts where u can hold on forever since money cannot take out . CMA make it intention to delist NOL so if cannot reach 90% to force buyout, a second offer based off preliminary offer had to be made and adjusted to reach the delist 90%. Keeping NOL listed would screw up CMA merger plan, so sit tight and enjoy 2016 drama of the year. TH selling off NOL stakes to do NS don meant every investors had to do it.
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ecekca Elite	29-Dec-2015 07:43        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	then buy more pls...:)   Demostation      ( Date: 18-Dec-2015 10:00) Posted: Enough already with 50 lots at 1.22, will wait it out. Lol. Potatoe      ( Date: 18-Dec-2015 09:55) Posted: Oh.... pls. Do everyone a favour. Don't buy anymore . Hahha.....
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student Master	29-Dec-2015 06:38        student About Contact  Quote this Post!
x 0   x 0  Alert Admin	Unlike presale, this counter has no more story, so it is likely to be stuck at this boring price.
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AndyLoss Master	28-Dec-2015 23:29        AndyLoss About Contact  Quote this Post!
x 0   x 0  Alert Admin	is it still worth waiting until April just for the increase from 1.24 to 1.30 ?  any other stock which we can possibly look into - airlines should do well , due to low fuel costs..
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sgng123 Supreme	28-Dec-2015 23:18        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Oil below 40 and high chance would breach 30 then stabilise assuming oil production country cut production . Don worry too much abt nol , the antitrust regulator approval would come before AGM in April .1H 2016 gona be another correction , STI component stocks gona get hit, estimated 15% downside. This would explain why TH accept 1.30 offer cos they know market very bad in 2016. Again after the correction in 1H16, opportunity to accumulate quality defensive stock. Utility and logistic SREIT safer, just avoid stocks/REIT with regional explosure as they would be sold off to mend hedge fund losses in energy industry .
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sgng123 Supreme	27-Dec-2015 14:34        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Boring session till 2016 1q when all big funds would come back to speculate aka jan-feb effect. Maybe cma would start to seriously accumulate nol since they intend to delist Nol   for integration into their fleet. That where the next fun part where cma need to push for 90% for force delist. 67% already in bag just need 23% more, would get more tricky if hedge fund join in fun and accumulate making cma to pay premium for that 33%
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serious Master	21-Dec-2015 22:25        serious About Contact  Quote this Post!
x 0   x 0  Alert Admin	Sellers thrown few m to buyers at 1.235 today .
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jackson5 Master	21-Dec-2015 10:26        jackson5 About Contact  Quote this Post!
x 0   x 0  Alert Admin	CMA bought 245,000 shares on 18/12 @1.24 .
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sgng123 Supreme	20-Dec-2015 17:05        sgng123 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Temasek wanna give discount on their stake to support PSA aka national service that is their problem, no point dragging everyone in their NS. Big players can play off CMA cos CMA need to defend their offer price lol. NOL got rich histroy of stock manipulation by hedge fund to maximise short term return by betting against potential buyer, this just give them a target. What happen in 2004 would just repeat itself, big volume traded with no apparent seller in sight and buyers keep buying and CMA keep shorting lol. Now temasek is truly wash hand over NOL share price and let CMA take over. What eventual happen is temasek get rid of it stake in NOL and CMA stuck with venting 30% minority players with hedge fund betting against a fail delist move. Then u would see massive short covering like what happen in 2004, enjoy the drama. CMA just don get it lol, thinking buying cheap benfefit outweight the drama. jackson5      ( Date: 20-Dec-2015 00:22) Posted: Even there is another potential buyer who will offer more than 1.30 , temasek still has to stick to the agreement with CMA . So 1.30 is fixed !
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hapygolucke Master	20-Dec-2015 13:50        hapygolucke About Contact  Quote this Post!
x 0   x 0  Alert Admin	Big shareholders who bought at .80+  like to hedge 50-80% of their holdings......the deal can go either way.....so it' s better to minimise the risk.... same for Noble....where the 1.5b shorts came from....it' s their own big shareholders holdings.... rawlow1945      ( Date: 19-Dec-2015 17:59) Posted: I am wondering why people still want to short nol ? Is it because certain people try to supress the pricing (working together with cma ?) I can' t load the image, but you can see from this link :  < a href=&http://#39 http://postimg.org/image/w7y028vmp/' target=' _blank' > < img src=' http://s16.postimg.org/w7y028vmp/nol.jpg' border=' 0' alt=" nol" /> < /a>
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spore1 Supreme	20-Dec-2015 12:58        spore1 About Contact  Quote this Post!
x 1   x 0  Alert Admin	Is good to cash out if u Hv bought below $1.Think it will trend lower before approaching June 2016. Uncertainty may drive the price lower.
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