GuocoLand    Last:2.23   -

GuocoLand

How come this subsidiary of Guocoland keep losing money  every quarter -------- ECO WORLD INTERNATIONAL BERHAD ?

http://infopub.sgx.com/FileOpen/EWI%20Results%201Q%20ended%2031Jan18.ashx?App=Announcement& FileID=495094

 

 

The NAV of this CITYDEV BROTHER , GUOCOLAND, IS about $3.50.

Now only 2.08.

UE NAV about $3.08 . Price moved to 2.60 to 2.80.

GUOCOLAND UPSIDE A LOT OF ROOM TO MOVE. Not yet move. Once move can see $2.80 to $3.00.

 

This site doesn' t allow posting links of blogs. Search for Donovan Ang. 

huathuat88888      ( Date: 29-Mar-2018 17:00) Posted: Who is donavan ? Jason donavan ? Starship      ( Date: 29-Mar-2018 16:13) Posted: Today, Donovan finally analysed Guocoland. Saying BBs have been shaking out retailers and it will be rallying going forward.

 

Who is donavan ? Jason donavan ?

Starship      ( Date: 29-Mar-2018 16:13) Posted: Today, Donovan finally analysed Guocoland. Saying BBs have been shaking out retailers and it will be rallying going forward.

 

Today, Donovan finally analysed Guocoland. Saying BBs have been shaking out retailers and it will be rallying going forward.

 

All of Guocoland Integrated Projects and other assets in very good locations : Shanghai Guoson just next to Changfeng MRT station Tanjong Pagar Ctr next to Tanjong Pagar MRT Station 20 Collyer Quay next to Raffles Place MRT Station Very solid projects

 

If they cash out this Shanghai Asset , balance sheet will look glorious with loads and liads of CASH . Yummy.

huathuat88888      ( Date: 29-Mar-2018 10:23) Posted: Guocoland may sell the Shanghai Guoson Integrated Project. If they can do it for RMB 30 to 40 bil, est. Can pocket SGD 3 to 3.5 bil in profits.

 

Guoco Tower and Tanjong Pagar Center is another prized asset right above Tanjong Pagar MRT station. Btw, Quek Leng Chan holds about 70 % stake in Guocoland ?

 

Guocoland may sell the Shanghai Guoson Integrated Project. If they can do it for RMB 30 to 40 bil, est. Can pocket SGD 3 to 3.5 bil in profits.

 

As a shareholder heart pain seah, not sure if Quek LC feel heart also or not . Raymond also feel heart pain ? Such a good plot of land in Beijing sold at "such low prices" in 2015. Luckily still have Shanghai Guoson Prized Asset.

huathuat88888      ( Date: 27-Mar-2018 15:56) Posted: 500 000 sqm lamd size sold at RMB 20 000 per sqm ? Too low ! Too cheap. Easily can sell at RMB 60 000 per sqm based on current valuation. Potential Gain of SGD 4 Bil LOST . Why sell so low in 2015 ? huathuat88888      ( Date: 27-Mar-2018 14:57) Posted: Though Guocoland reaped a profit of about $500 mil in 2015 from the sale of their Beijing Dongzhimen Dev, they must be kicking themselves in their foot as the decision maker who proceeded with the sale may have make Guocoland lost "a potential $1.2 bil based on current property price and valuation. If Guocoland sell their Beijing Project in 2015, think they may also sell their Shanghai Project as current property prices and valuation look more attractive than in 2015. Potential Gain : $3 bil to $3.5 bil

 

I am going to find Quek Leng Chan email and send him email on this .

 

Since CHINA CINDA ASSET MANAGEMENT got a steal and bargain from you Guocoland in 2015 and sitting on huge profits from the 510 000 sqm Beijing Land Sale, China Cinda can buy from you your Shanghai Changfeng Project at RMB 40 bil to " balance things out a bit ". Send your son Quek Kon Sean to personally oversee The Deal : )

huathuat88888      ( Date: 27-Mar-2018 15:56) Posted: 500 000 sqm lamd size sold at RMB 20 000 per sqm ? Too low ! Too cheap. Easily can sell at RMB 60 000 per sqm based on current valuation. Potential Gain of SGD 4 Bil LOST . Why sell so low in 2015 ? huathuat88888      ( Date: 27-Mar-2018 14:57) Posted: Though Guocoland reaped a profit of about $500 mil in 2015 from the sale of their Beijing Dongzhimen Dev, they must be kicking themselves in their foot as the decision maker who proceeded with the sale may have make Guocoland lost "a potential $1.2 bil based on current property price and valuation. If Guocoland sell their Beijing Project in 2015, think they may also sell their Shanghai Project as current property prices and valuation look more attractive than in 2015. Potential Gain : $3 bil to $3.5 bil

 

500 000 sqm lamd size sold at RMB 20 000 per sqm ? Too low ! Too cheap. Easily can sell at RMB 60 000 per sqm based on current valuation. Potential Gain of SGD 4 Bil LOST . Why sell so low in 2015 ?

huathuat88888      ( Date: 27-Mar-2018 14:57) Posted: Though Guocoland reaped a profit of about $500 mil in 2015 from the sale of their Beijing Dongzhimen Dev, they must be kicking themselves in their foot as the decision maker who proceeded with the sale may have make Guocoland lost "a potential $1.2 bil based on current property price and valuation. If Guocoland sell their Beijing Project in 2015, think they may also sell their Shanghai Project as current property prices and valuation look more attractive than in 2015. Potential Gain : $3 bil to $3.5 bil

 

Using Yanlord Land Purchase as a guide, Guocoland Shanghai with a GFA of 500 000 sqm may easily fetch more than RMB 30 bil (more than SGD 6 bil) if it is put up for Sale.

huathuat88888      ( Date: 27-Mar-2018 15:33) Posted: YANLORD paid for Shanghai Land Purchase Land size : 70 000 sqm  Plot Ratio 2.64  Gross Flr Area : 183 000 sqm (about RMB 60 000 per sqm)  Misc : resettlement costs ...etc  huathuat88888      ( Date: 27-Mar-2018 04:20) Posted: I have to ReValue Guocoland Prized Asset in Shanghai due to recent land parcel put up for auction in Shanghai. 25 Mar 2018 : Land Parcel for Auction Baoshan District (like Singapore Yishun) 40 000 sqm land for Residential Only Reserve Minimum Bid : RMB 3 Billion GLC GUOSON SHANGHAI INTEGRATED PROJECT PUTUO DISTRICT (Like Singapore Bishan) ABT 150 000 SQM LAND FOR MIXED USED 500 000 SQM GROSS FLOOR AREA So if Guocoland put up Guoson Shanghai for Sale, can attract Offers for around RMB 30 to 35 Billion. About SGD 6 to 7 billion. Very valuable and prized asset.

 

YANLORD paid for Shanghai Land Purchase

Land size : 70 000 sqm 
Plot Ratio 2.64 
Gross Flr Area : 183 000 sqm (about RMB 60 000 per sqm) 

Misc : resettlement costs ...etc 

huathuat88888      ( Date: 27-Mar-2018 04:20) Posted: I have to ReValue Guocoland Prized Asset in Shanghai due to recent land parcel put up for auction in Shanghai. 25 Mar 2018 : Land Parcel for Auction Baoshan District (like Singapore Yishun) 40 000 sqm land for Residential Only Reserve Minimum Bid : RMB 3 Billion GLC GUOSON SHANGHAI INTEGRATED PROJECT PUTUO DISTRICT (Like Singapore Bishan) ABT 150 000 SQM LAND FOR MIXED USED 500 000 SQM GROSS FLOOR AREA So if Guocoland put up Guoson Shanghai for Sale, can attract Offers for around RMB 30 to 35 Billion. About SGD 6 to 7 billion. Very valuable and prized asset. huathuat88888      ( Date: 26-Mar-2018 15:21) Posted: If Guocoland put up Guoson Shanghai for sale and ger rmb 200 bil, nice and sweet : )

 

Guocoland could have owned 11 floors of The Center (HK).

HK $ 40.2 bil sale. LI Kashing and DBS gained.

Seems like Guocoland knows when to buy what to buy BUT dont know when to sell. : )

 

Though Guocoland reaped a profit of about $500 mil in 2015 from the sale of their Beijing Dongzhimen Dev, they must be kicking themselves in their foot as the decision maker who proceeded with the sale may have make Guocoland lost "a potential $1.2 bil based on current property price and valuation.

If Guocoland sell their Beijing Project in 2015, think they may also sell their Shanghai Project as current property prices and valuation look more attractive than in 2015. Potential Gain : $3 bil to $3.5 bil

 

Privatize it, go list it in HK.
At least in HK , you are valued there. Like Dao Heng Bank for example.

Those funds there know what Guoson Shanghai is really worth in today's property market in China especially Shanghai.

huathuat88888      ( Date: 27-Mar-2018 10:10) Posted: This Guocoland Can Buy nobody buy . Seriously Under Valued . NAV more than $3 per Share. Div Yield : 3.33 % So Quek LC with 70% stake sooner or later if privatize it I wont be surprised.

 

This Guocoland Can Buy nobody buy .

Seriously Under Valued . NAV more than $3 per Share.

Div Yield : 3.33 %

So Quek LC with 70% stake sooner or later if privatize it I wont be surprised.

 

I have to ReValue Guocoland Prized Asset in Shanghai due to recent land parcel put up for auction in Shanghai. 25 Mar 2018 : Land Parcel for Auction Baoshan District (like Singapore Yishun) 40 000 sqm land for Residential Only Reserve Minimum Bid : RMB 3 Billion GLC GUOSON SHANGHAI INTEGRATED PROJECT PUTUO DISTRICT (Like Singapore Bishan) ABT 150 000 SQM LAND FOR MIXED USED 500 000 SQM GROSS FLOOR AREA So if Guocoland put up Guoson Shanghai for Sale, can attract Offers for around RMB 30 to 35 Billion. About SGD 6 to 7 billion. Very valuable and prized asset.

huathuat88888      ( Date: 26-Mar-2018 15:21) Posted: If Guocoland put up Guoson Shanghai for sale and ger rmb 200 bil, nice and sweet : )