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ecekca Elite	25-Apr-2016 21:55        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Bouncing up soon
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ecekca Elite	23-Apr-2016 00:16        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Extremely oversold level Would it bounce higher back due to technical
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ecekca Elite	21-Apr-2016 07:41        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	The previous DPU is 1.45. Will this Q be a higher DPU? if so, might expects to receive at least 2.9 cents
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ecekca Elite	20-Apr-2016 16:49        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	beware for those short sell. dividend is coming (since its pay dividend every 6mths)
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ecekca Elite	07-Apr-2016 19:11        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Ascendas forte more on industrial property mgmt than hotel.. wasted not to sell.
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mingsuny Member	07-Apr-2016 09:14        mingsuny About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hi,   This morning seems calm and peaceful so I presume the huge massive sell-off is done.   Now the management has better come up with a full and detailed explanantion cum with good results or else the confidence will not recover.   Happy investing!
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bikerlover Member	07-Apr-2016 00:47        bikerlover About Contact  Quote this Post! Style: Fundamental   Mood: Yells: "Good luck to your investing!!"
x 0   x 0  Alert Admin	Good news.  I hope to see AHT getting bigger and better.  A local promising brand that needs nurturing.
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mingsuny Member	06-Apr-2016 21:10        mingsuny About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hi,   Ascendas Fund and Ascendas Land are all related. They are the major shareholders of the Ascendas REIT, Ascendas India Trust and Ascendas hospitality trust. The government fund is behind if I am right since they are related to the JTC. The major shareholder of the Ascendas REIT is the Ascendas Land, holding 25% so all these affiliated bodies wouldn' t any one of the boats or else all sink.   That' s how I see it!
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ecekca Elite	06-Apr-2016 20:55        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	i think Temasek busy with Keppel and SembCorp... mingsuny      ( Date: 06-Apr-2016 20:42) Posted: Hi,   Anyway the results announcement is akan datang, around the corner. Hopefully aftter tonight' s Fed minutes, everything will resume normal. This counter will receive strong support from the parent company as the fire may spread to their main and india trust. Just like Olam received strong support from Temasek, that is why Muddy Water retreated without much gains unfortunately we could not say the same for Noble as they lack of strong parent company.   I believe their reputation is at stake since they have not given a full and detailed explanation why cancelled off the takeover so we just wait patiently.
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ecekca Elite	06-Apr-2016 20:54        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Ascendas (non listed)
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1oopls Master	06-Apr-2016 20:44        1oopls About Contact  Quote this Post!   Yells: "I love my evil cute cute darling"
x 0   x 0  Alert Admin	who is parent company?
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mingsuny Member	06-Apr-2016 20:42        mingsuny About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hi,   Anyway the results announcement is akan datang, around the corner. Hopefully aftter tonight' s Fed minutes, everything will resume normal. This counter will receive strong support from the parent company as the fire may spread to their main and india trust. Just like Olam received strong support from Temasek, that is why Muddy Water retreated without much gains unfortunately we could not say the same for Noble as they lack of strong parent company.   I believe their reputation is at stake since they have not given a full and detailed explanation why cancelled off the takeover so we just wait patiently.
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ecekca Elite	06-Apr-2016 19:27        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	Price is not right for sure. If price is right, they bound to accept the offer. They should have expect that if they reject the offer, the price will drop for sure. NAV at 0.84 might be the reason why it enticing at 0.6 but not at 0.78 i guess mingsuny      ( Date: 06-Apr-2016 14:29) Posted: Hi,   If we look at the DBS report, although they downgrade this counter from buy to hold, the target price is at $0.77.   I think it is fair as the NAV is around $0.85, so why should the counter keep on going down when the dividend is coming soon?   The management will have to give a full explanation on why don' t sell and what is their future plan during the coming results announcement or else the confidence in this counter will evaporate away.   I suspect either privatisation or they feel that the prospect looks too good to sell away their business.   They announced on 30th of March that their hotel in Osaka has reopened amid booming tourism in Japan and Australia so this might explain why.   The huge sell-off might belong to those big players and margin buyers who have to offload part of their stocks due to margin call.   Even they know that this is a promising counter but do they have a choice?   After a few days, thing should resume normal.   Don' t forget that Ascendas is the biggest shareholder so who thinks that they want to see the share price collapse?   If this counter collapsed, would the fire spread to Ascendas and its India trust?   I still have faith in this counter unless they talk nonsense!
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paul1688 Veteran	06-Apr-2016 18:03        paul1688 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I do not have a view on this counter but definitely ditto your comments. My biggest losses or opportunity costs are when I followed some of these so called young analysts reports that are all theory and lack good judgement and comprehensive analysis even after company visits. Learnt the hard way to do your own analysis and found out I did MUCH better than following these trading house reports done by inept analysts that has no market depth and sense of accountability. My own investing responsibility but just advising - read the reports for content and sieve through the facts from opinion - then make your own informed call. I have a close buddy who made more money doing opposite of analysts Buy / Sell calls (not advocating just sharing) 😉 Sunstar      ( Date: 06-Apr-2016 13:25) Posted: 👍 🏻 If all analyst are so good in their calls, everyone of them will be driving a Ferrari.. But why is it not so? Especially the local house analysts all mostly junior fresh grads who can't even make enough to own a car, let alone value a billion dollar business. ShowMeMoneyp      ( Date: 06-Apr-2016 12:31) Posted: This is amusing to dump share for this reason, especially when it comes from a trading house. First, the NAV is higher than previously assessed which is positive.   Share price at this level was due to prospect of acquisition.   And the potential was linked to NAV, or premium to NAV. Market must see some reasons why it is not traded like the peers. Probably because of the Ascendas Brand. If this valuation is of any value, shouldn' t it come out earlier and say it should be 0.75 x of $0.71 (old NAV), that is 50cents.
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mingsuny Member	06-Apr-2016 14:29        mingsuny About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hi,   If we look at the DBS report, although they downgrade this counter from buy to hold, the target price is at $0.77.   I think it is fair as the NAV is around $0.85, so why should the counter keep on going down when the dividend is coming soon?   The management will have to give a full explanation on why don' t sell and what is their future plan during the coming results announcement or else the confidence in this counter will evaporate away.   I suspect either privatisation or they feel that the prospect looks too good to sell away their business.   They announced on 30th of March that their hotel in Osaka has reopened amid booming tourism in Japan and Australia so this might explain why.   The huge sell-off might belong to those big players and margin buyers who have to offload part of their stocks due to margin call.   Even they know that this is a promising counter but do they have a choice?   After a few days, thing should resume normal.   Don' t forget that Ascendas is the biggest shareholder so who thinks that they want to see the share price collapse?   If this counter collapsed, would the fire spread to Ascendas and its India trust?   I still have faith in this counter unless they talk nonsense!
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ecekca Elite	06-Apr-2016 14:04        ecekca About Contact  Quote this Post! Style: Flexible   Mood:
x 0   x 0  Alert Admin	alot of interest.. time will tell...   Sunstar      ( Date: 06-Apr-2016 13:25) Posted: 👍 🏻 If all analyst are so good in their calls, everyone of them will be driving a Ferrari.. But why is it not so? Especially the local house analysts all mostly junior fresh grads who can't even make enough to own a car, let alone value a billion dollar business. ShowMeMoneyp      ( Date: 06-Apr-2016 12:31) Posted: This is amusing to dump share for this reason, especially when it comes from a trading house. First, the NAV is higher than previously assessed which is positive.   Share price at this level was due to prospect of acquisition.   And the potential was linked to NAV, or premium to NAV. Market must see some reasons why it is not traded like the peers. Probably because of the Ascendas Brand. If this valuation is of any value, shouldn' t it come out earlier and say it should be 0.75 x of $0.71 (old NAV), that is 50cents.
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Sunstar Senior	06-Apr-2016 13:25        Sunstar About Contact  Quote this Post!
x 0   x 0  Alert Admin	👍 🏻 If all analyst are so good in their calls, everyone of them will be driving a Ferrari.. But why is it not so? Especially the local house analysts all mostly junior fresh grads who can't even make enough to own a car, let alone value a billion dollar business. ShowMeMoneyp      ( Date: 06-Apr-2016 12:31) Posted: This is amusing to dump share for this reason, especially when it comes from a trading house. First, the NAV is higher than previously assessed which is positive.   Share price at this level was due to prospect of acquisition.   And the potential was linked to NAV, or premium to NAV. Market must see some reasons why it is not traded like the peers. Probably because of the Ascendas Brand. If this valuation is of any value, shouldn' t it come out earlier and say it should be 0.75 x of $0.71 (old NAV), that is 50cents.
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ShowMeMoneyp Member	06-Apr-2016 12:31        ShowMeMoneyp About Contact  Quote this Post!
x 0   x 0  Alert Admin	This is amusing to dump share for this reason, especially when it comes from a trading house. First, the NAV is higher than previously assessed which is positive.   Share price at this level was due to prospect of acquisition.   And the potential was linked to NAV, or premium to NAV. Market must see some reasons why it is not traded like the peers. Probably because of the Ascendas Brand. If this valuation is of any value, shouldn' t it come out earlier and say it should be 0.75 x of $0.71 (old NAV), that is 50cents.
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sunview Veteran	06-Apr-2016 11:53        sunview About Contact  Quote this Post!
x 0   x 0  Alert Admin	From L & T Based on an independent valuation done in Mar&rsquo 16 for the purpose of the potential sale, independent valuations showed that the RNAV of A-HTRUST&rsquo s 11 hotels was 84.2 cents compared with the historical NAV of 70.2 cents as at its 3Q results release. If we use 84.2 cents, price to RNAV would be 0.9x based on its latest share price of 76.5 cents which is still a premium compared to peers such as CDL Hospitality&rsquo s 0.8x and Far East Hospitality&rsquo s 0.7x. At the mean 0.75x of its 2 peers, it could poten􀆟 ally trade down to 63 cents. Sector yield based on its sector peers suggest an average yield of about 8%. At its latest price, A-TRUST&rsquo s dividend yield is about 7%. If it were to trade to peer average, it could potentially trade down to 68 cents. Barring another deal and assuming A-HTRUST were to trade to its peer group average using both price to NAV and dividend yield as a guide, we derive a potential trading range of 63-68 cents, implying a potential downside risk of between 12-18%. We thus recommend a &ldquo Trading SELL&rdquo on A-HTRUST.
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mingsuny Member	06-Apr-2016 11:34        mingsuny About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hi,   I believe this counter has found the support at around $0.68 so I have bought more to average my cost.   Anyway the dividend is coming so consider it as interest for our long term investment.   I believe this counter may have plans for the long term development or else why wouldn' t they sell the business away?   The coming AGM should have voiced out their rationale of not selling and what is their coming plan.   May be they want to follow the OSIM' s footstep to privatise, nobody knows.   But based on the dividend, the return should be around 9%.   If one feels the return is ok, then should invest or else just stay away from this counter.    Thanks for reading!
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