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Banyan Tree
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Banyan Tree
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Volmax
Master |
27-Jan-2023 22:34
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Broke 355 Resistance, Next Week Revisit 40 cents.
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Volmax
Master |
03-Jan-2023 15:40
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Northbound Train Moving Off. Get Your Ticket Ready!
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n3wbie
Master |
02-Jan-2023 09:39
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I think it is clear that hospitality sector is on the recovery, as seen globally with relaxation of border restrictions. Banyan Tree has also turned the corner & returned to black with recent financials. That being said, the recovery is not even globally as there have been varying rates of reopening so it depends where & when some of the expansion (room keys) come online. There is strong brand equity with the Banyan Tree & Angsana brands which have allowed them to be able to manage room keys without equity interest, resulting in a more asset light model in scaling the business (though this is generally the direction that most hospitality operators such as Hilton, etc are pivoting to in order to support their growth). Banyan Tree have openings at some exotic parts of China which would be niche tourism and will probably have its fair share of visitors willing to pay a premium. There are also some openings which they have equity stakes in so depreciation will impact their financials (non-cash) as they come online. Personally I like the company & the stock but frankly, they have not been communicating their investment thesis well (nor much) so I am not sure how important they value investors engagement. They also have a relatively small free float given that owner + QIA have substantial stakes in the company, of which the stock would also benefit if the market sees more value-add from these strategic shareholders. Just my feeble attempt at some observations after following the company for a while now. Hope useful and welcome any thoughts you / rest might have.
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Volmax
Master |
02-Jan-2023 00:37
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Please read the Company Annoucement on Business Update and Ongoing Development Plan. Perhaps last year Annual Report will give you a better ideas of the Group' s Prospect Going Forward. https://investors.banyantree.com/PDF/Annual_Reports/2021/BTH_AR2021.pdf
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cloudy.mountain
Member |
31-Dec-2022 12:58
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what do u guys think the company is gonna do going forward? to be honest I am not sure if Thailand business has turned profitable yet | ||||
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Adrianinsing
Elite |
30-Dec-2022 20:47
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I agree - 90% have itchy fingers and when they buy and it drops they say - I am here for the long term - Lol 😂
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n3wbie
Master |
30-Dec-2022 20:42
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Portfolio managers however cant afford to stay on the sidelines given that they are managing other peoples' money so to a certain extent, market participation led by institutional players will always be there, we just got to stay nimble!
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Volmax
Master |
30-Dec-2022 18:37
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I doubt many Bro will be disciplined enough to hang around Mr. Market for the next 3 - 6 months, without playing with their little ichy fingers.
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Adrianinsing
Elite |
30-Dec-2022 17:25
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You have totally summed it up ! 100% fact.
Totally correct - with a deep global recession about to hit and future growth likely to be suppressed by this recession- it is time to avoid all shares and to sit on cash - at least until the end March 2023.
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Volmax
Master |
30-Dec-2022 13:58
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Wrong Time To Be In The Market At All. You Can Wait Another 6 Months, Till There Is Massacre & Blood Everywhere To Buy! Meanwhile, The Dynamic Market Wait For No One!
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Adrianinsing
Elite |
30-Dec-2022 12:57
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Wrong time to be buying 😊 | ||||
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Volmax
Master |
29-Dec-2022 14:35
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Yes, it' s Sucks at 32 cents. Wait Till It Gets To 64. This Counter is Better Than The One Trading Millions, But Price Remain Range-Bond - Up & Down 0.5 Cent , 1 Cents Everyday For Many Months! LOL.
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Volmax
Master |
29-Dec-2022 14:06
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Extract From Banyan Recent Business Update.
The Group' s Property Business Gears Up for Strong Outlook " Overall property business continues to see strong demand - total sales value in 2022 will exceed pre-COVID performance and is on track for a record year, with Phuket being internationally recognised as a high-end residential destination given 10-year residential visas are now available in Thailand. The Group sees a shift in demand from residential buyers, from hotel-managed residences to private residences that are being used as primary or secondary homes. Demand for luxury property is surging - affordable price segments were most in demand in past years, however, demand for luxury price segment products is returning with the anticipated launch of new Banyan Tree Phuket Private Residences in 4Q22." Many Chinese Billionaire are turning their focus from investing in Chinese Real Estate, to seeking Overseas Properties in Asia for their " Second Home" , or for investment purposes. It' s not uncommon to see they purchased Several Floors, or Tens of Units of Luxury Properties at one go. This segment is where Banyan make the bulk of their profit.
Other than the Luxury ends, Banyan also cater to the Mass Public with Multiple Brands, Price Range & Services to suits the needs of Wide Spectrum of Clients. No Customer Is Left Unattended! |
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john_ric
Supreme |
29-Dec-2022 14:04
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share price is at pathetic 0.32. sucks. | ||||
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Volmax
Master |
29-Dec-2022 12:53
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Covid initial and subsequent waves of re-infection are unavoidable for ALL countries, when they first open up their borders. Only time is on our side, when eventually the numbers of covid infections will reduce, when the mass public gradually " adapt and accustom" to the new norm.
For the hundreds over millions of Chinese TOP Ten Percenters who are still filthy rich to travel the world, nothing will stop them once China open up for International Tourism on 8 January 23. FYI, the search for " Oversea Travel" had surge 850% on the day China made the opening annoucement and many countries already reinstate their flights to China. We can once again see the Chinese flooding the tourist spots within a month or so. No doubt there could be a recession in 2023, we still see huge numbers of people going overseas (myself including) for leisure or for business travel. For Q4 and FY2022, I' m expecting Banyan to outperform QOQ & YOY during the covid to give a stirring set of results. Get Onboard While You Still Can Get It Cheaply, DYODD As Always!
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Adrianinsing
Elite |
29-Dec-2022 10:16
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Banyan Tree will be knocked back down to 0.26c soon
China Covid is out of control and few will risk visiting any Banyan Tree resort in China. The situation is far worse now in China than before they lifted the Covid restrictions and more and more countries will restrict Chinese travelling from China as Covid variants spread out of control. On top of all that we are about to enter a very deep recession which has to impact high end Banyan Tree resort bookings and could even result in more cancellations Banyan Tree management are honest and very competent but they cannot offset the coming recession. In general, I am convinced that we will see the world, especially the US ( but Singapore will not be spared either ) enter a deep global recession which I think will only become apparent by about March 2023 - the market will drop as future earnings become less certain - I will re enter Banyan Tree around end March 2023 😊 |
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Volmax
Master |
28-Dec-2022 15:52
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China Brace For Tourism Surge As Number Of Traveller Could Reach Up To 70% Pre-Covid Number! - CNA Travel Agencies Prepare For Full Return Of Two-Way Singapore-China Travel! - CNA
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newbie19
Elite |
28-Dec-2022 13:54
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Volmax
Master |
23-Dec-2022 09:03
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A Piece Of Great News For Banyan Tree, Not Far From Full Opening! https://www.bloomberg.com/news/articles/2022-12-22/china-to-cut-quarantine-for-overseas-travelers-from-next-month China to cut quarantine for overseas travellers next monthCHINA plans to cut quarantine requirements for overseas travellers in January, according to people familiar with the matter, as the country dismantles the last vestiges of its Covid Zero policy. Officials are considering a &ldquo 0+3&rdquo policy, where the requirement to spend time in a quarantine hotel or isolation facility would be scrapped, and arrivals into the country instead subject to three days of monitoring, one of the people said, asking not to be identified as the discussions are not public. It&rsquo s not immediately clear what form that monitoring may take, or if it would require quarantining at home. Details of the plan are still being finalised, including when it will start in January.
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Volmax
Master |
22-Dec-2022 13:51
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I profited from the last rally from 29 cents to 40 cents within a month during the uptrend.
Daily Market transacted volume was around 500k to 600k shares and average up 0.5 cent to 1 cent daily. This Trading Pattern is currently repeating, but still at an early stage. Can confirm if break 33.5 convincingly with high volume (> 1500k) Just my observation, DYODD As Always!
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