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It is through a convertible debenture so will not be reflected - Accor has 5%
finjungle ( Date: 18-Jul-2025 12:08) Posted:
Please take a look and read page 231 of the latest annual report.
There is no indication that Accor holds any shares exceeding 5%.
susanbloom ( Date: 18-Jul-2025 11:59) Posted:
| In addition - delisting is on the cards nothing to do with a separate lsiting - just a subsequent split of two businesses |
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Please take a look and read page 231 of the latest annual report.
There is no indication that Accor holds any shares exceeding 5%.
susanbloom ( Date: 18-Jul-2025 11:59) Posted:
In addition - delisting is on the cards nothing to do with a separate lsiting - just a subsequent split of two businesses
susanbloom ( Date: 18-Jul-2025 11:44) Posted:
You are wrong
1. In December 2016 Accor Hotels invested S$24 million (US$16.9 million) in Banyan Tree Holdings, gaining a 5% stake through a convertible debenture. The two hotel groups collaborated to build and run Banyan Tree hotels worldwide. Banyan Tree was intended to benefit from AccorHotels' global booking system and loyalty programme, Le Club AccorHotel
2. Ho is already on Video record as saying that he is thinking about splitting Hotel and Property secions within Banyan Tree Holdings |
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In addition - delisting is on the cards nothing to do with a separate lsiting - just a subsequent split of two businessessusanbloom ( Date: 18-Jul-2025 11:44) Posted:
You are wrong
1. In December 2016 Accor Hotels invested S$24 million (US$16.9 million) in Banyan Tree Holdings, gaining a 5% stake through a convertible debenture. The two hotel groups collaborated to build and run Banyan Tree hotels worldwide. Banyan Tree was intended to benefit from AccorHotels' global booking system and loyalty programme, Le Club AccorHotel
2. Ho is already on Video record as saying that he is thinking about splitting Hotel and Property secions within Banyan Tree Holdings
finjungle ( Date: 18-Jul-2025 11:04) Posted:
2 points
1) Accor has NO investment in Banyan. and
2) The hotel business is far too small for a meaningful separate listing.
Of course, everyone talks and like business light business operations such as the likes of CLI and Keppel which bought into assets managers in the millions.
What have CLI and Keppel bought into?- Name/Brands,people and SOP - are these worth that amount of Money paid |
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You are wrong
1. In December 2016 Accor Hotels invested S$24 million (US$16.9 million) in Banyan Tree Holdings, gaining a 5% stake through a convertible debenture. The two hotel groups collaborated to build and run Banyan Tree hotels worldwide. Banyan Tree was intended to benefit from AccorHotels' global booking system and loyalty programme, Le Club AccorHotel
2. Ho is already on Video record as saying that he is thinking about splitting Hotel and Property secions within Banyan Tree Holdingsfinjungle ( Date: 18-Jul-2025 11:04) Posted:
2 points
1) Accor has NO investment in Banyan. and
2) The hotel business is far too small for a meaningful separate listing.
Of course, everyone talks and like business light business operations such as the likes of CLI and Keppel which bought into assets managers in the millions.
What have CLI and Keppel bought into?- Name/Brands,people and SOP - are these worth that amount of Money paid?
susanbloom ( Date: 18-Jul-2025 10:54) Posted:
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2 points
1) Accor has NO investment in Banyan. and
2) The hotel business is far too small for a meaningful separate listing.
Of course, everyone talks and like business light business operations such as the likes of CLI and Keppel which bought into assets managers in the millions.
What have CLI and Keppel bought into?- Name/Brands,people and SOP - are these worth that amount of Money paid?
susanbloom ( Date: 18-Jul-2025 10:54) Posted:
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The Qataris (QIA) bought into Banyan in 2007/08, from my recollectionn at abov $1.50 pr share.
QIA holds a substantial stake in Accor.
Wouldn' t it be more logical for QIA to privatize with the HOs and inject at a much higher into Accor?
Through this QIA increases it stake in Accor and the HOs could participate in the growth and businesses of Accor.
To privatise at how much? Of course, as low as possible to reap maximium gains into Accor
susanbloom ( Date: 18-Jul-2025 09:23) Posted:
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seems like uptrend still intact. probably heading to 70c next
Yes, there is a difference between a) and b) but one has to keep in mind that the 55 acres of freehold land in Phuket was acquired in 1984, 40 years ago.
Now it is valuable and a shortage of land in strategic location.
Investors sell when they have achieved their goals.
Do you own analysis and make your own decisions,
superstartup ( Date: 15-Jul-2025 11:25) Posted:
Likely wolf realised that it is b) and not a)
And there is a huge difference between the 2
superstartup ( Date: 13-Jul-2025 16:01) Posted:
The subject article quoted " ..... there is still about USD4B to USD5B of value to be realised in Laguna over the next one to two decades."
To each individual' s interpretation. Is the USD4B / USD5B referring to a) the market value for the land bank, or b) the potential sales revenue for development projects which are to be undertaken and spread out over the next one to two decades ?
There is a huge difference for the above 2 interpretations. |
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Likely wolf realised that it is b) and not a)
And there is a huge difference between the 2
superstartup ( Date: 13-Jul-2025 16:01) Posted:
The subject article quoted " ..... there is still about USD4B to USD5B of value to be realised in Laguna over the next one to two decades."
To each individual' s interpretation. Is the USD4B / USD5B referring to a) the market value for the land bank, or b) the potential sales revenue for development projects which are to be undertaken and spread out over the next one to two decades ?
There is a huge difference for the above 2 interpretations.
governor ( Date: 11-Jul-2025 23:13) Posted:
Wolf Money(Banyan Group, The Great Mystery part 2)
Banyan Group
The Great Mystery part 2
&bull Undervalued Land bank is being monetised
&bull Conservative accounting
&bull Supercharged earnings
I have been reading up more on Banyan Group after my recent purchase. There are a couple of things that comes to my attention after reading their latest annual report. The management in an Edge article in late 2024 mentions the Phuket land is worth USD $4b to 5b. I have decided to do an investigation on their accounting methodology and balance sheet.
https://lonewolfinvestor.blogspot.com/2025/07/wolf-moneybanyan-group-great-mystery.html
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So hold til $1.50
finjungle ( Date: 15-Jul-2025 10:50) Posted:
Even at $1 QIA would be sitting on massive losses although it could stoamch it.
lifeisgood ( Date: 15-Jul-2025 10:46) Posted:
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Even at $1 QIA would be sitting on massive losses although it could stoamch it.
lifeisgood ( Date: 15-Jul-2025 10:46) Posted:
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I will hold until $1.00
Simple. Based upon Chart. momentum, fact that this period is the EMBARGO period and also that traditionally after any such rally short sellers arise.
Cadence88 ( Date: 15-Jul-2025 10:03) Posted:
how you arrived at that?
susanbloom ( Date: 15-Jul-2025 09:38) Posted:
| Expect substantial profit taking and correction back to 0.51 |
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how you arrived at that?
susanbloom ( Date: 15-Jul-2025 09:38) Posted:
| Expect substantial profit taking and correction back to 0.51 |
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Expect substantial profit taking and correction back to 0.51
Profit taking now.... Rising too fast...
Wait for pull back...
This stock has been rising significantly probably due for correction as profit taking place very soon
