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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!

share price is at  pathetic 0.32. sucks.
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!

Adrianinsing ( Date: 29-Dec-2022 10:16) Posted:
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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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 😊
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

Volmax ( Date: 23-Dec-2022 09:03) Posted:
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 month
 
CHINA  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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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 month
 
CHINA  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.
 
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!

Adrianinsing ( Date: 22-Dec-2022 00:50) Posted:
Good rally but increasing risk now
Was great at 0.27c but at 0.32c not so good even though still can go higher as the % gain a in a very tightly held stock can exacerbate ur risks - best to wait till it drops a bit first
Volmax ( Date: 21-Dec-2022 22:10) Posted:
Today up 2 cents with moderate volume to 52 weeks high of 32.5 cents.  Uptrend remained intact with more savvy investors discovering this tightly cornered Super Growth Stock.  Share price likely to test 2 years high of 42 cents in the coming weeks.
For those who procastinated, still not too late to enter to ride on Banyan Tree' s Phenomenon Growth Story.
In two years time upon the completion of the Grand Expansion Which Doubling In Size, coincidentally its Banyan' s 30th Anniversary, I foresee there might be some corporate actions to reward the loyal shareholders.
Just Sharing Nia Nia, Not An Inducement To Buy!
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Good rally but increasing risk now
Was great at 0.27c but at 0.32c not so good even though still can go higher as the % gain a in a very tightly held stock can exacerbate ur risks - best to wait till it drops a bit first
Volmax ( Date: 21-Dec-2022 22:10) Posted:
Today up 2 cents with moderate volume to 52 weeks high of 32.5 cents.  Uptrend remained intact with more savvy investors discovering this tightly cornered Super Growth Stock.  Share price likely to test 2 years high of 42 cents in the coming weeks.
For those who procastinated, still not too late to enter to ride on Banyan Tree' s Phenomenon Growth Story.
In two years time upon the completion of the Grand Expansion Which Doubling In Size, coincidentally its Banyan' s 30th Anniversary, I foresee there might be some corporate actions to reward the loyal shareholders.
Just Sharing Nia Nia, Not An Inducement To Buy!
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Today up 2 cents with moderate volume to 52 weeks high of 32.5 cents.  Uptrend remained intact with more savvy investors discovering this tightly cornered Super Growth Stock.  Share price likely to test 2 years high of 42 cents in the coming weeks.
For those who procastinated, still not too late to enter to ride on Banyan Tree' s Phenomenon Growth Story.
In two years time upon the completion of the Grand Expansion Which Doubling In Size, coincidentally its Banyan' s 30th Anniversary, I foresee there might be some corporate actions to reward the loyal shareholders.
Just Sharing Nia Nia, Not An Inducement To Buy!
https://www.scmp.com/news/hong-kong/politics/article/3203336/hong-kong-vows-win-back-tourists-global-campaign-officials-admit-long-road-ahead-following-easing
 
Hong Kong vows to win back tourists with global campaign as officials admit to long road ahead following easing of city' s Covid entry rules
 
- Tourism Board says it will work alongside local businesses on " Hello! Hong Kong"   campaign to offer a range of perks for travellers
- Travel firms from Southeast Asia welcomed to city as part of efforts to win back tourists, with board stressing region is a large market for local industry
Hong Kong Lifted All Travel Curbs  and reopen its border to International Tourism on 14 Dec, to woo back the Tourism Dollars.
If the " Guinea Pig" survives the test, China will urgently follow suits to reopen its Tourism Sector to kick-start its dying economy.
Banyan Tree is poised to benefit from one of its biggest targeted market re-opening, regardless of Inbound or Outbound Tourism.
We can expect the influx of tens of millions of Chinese Top 10 Percenters, who are still flushed with cash to flood the World Tourism Market!
This counter had garner a good deal of attention recently and its share price had break up from immediate resistance, very likely next week will Cheong!

Good results, and this is before the relaxation of COVID restrictions in China and Hong Kong.
Likely to see beteer results in upcoming quarters.Volmax ( Date: 02-Dec-2022 22:00) Posted:
 
https://links.sgx.com/FileOpen/Banyan-Tree-Holdings-Business-Update-3Q22_final.ashx?App=Announcement& FileID=740561
 
3Q2022 BUSINESS UPDATE
Banyan Tree Holdings Limited (the Company, and together with its subsidiaries, the Group) would like to issue a business update.
Overview
  Higher operating profit by 76%  against 3Q21
Hotel Revenue per available room  (RevPAR) up by 56%  compared to 3Q21
Total Property segment  sales of 2022 exceeds pre-COVID period
Expansion continues with  7 hotel openings, and 5 more before year end  and
Total of  69 awards in 2022 from 9 countries,  adding up to a total of 2,988 awards and recognitions to date.
Excellent Reversal, The Next Super Growth Stock!
  
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Hong Kong Shorten Isolation Period & Ease Testing For Travellers.
More Than 20 Cities Open Up, Following China 10 New Rules On Path To Re-opening.
Highly Likely To Announce Re-Opening Of Tourism Before January.
Any bro bought Banyan Tree, today up another 1.5 cents.
This one low transacted volume, if daily trade 300k to 400k, very likely to go back to 40 cents within 1 to 2 weeks.
Shanghai, Shenzhen, Urumuqi and many more cities lifted curbs and lockdown!
A Nation Wide Covid Relaxation Is Not Far Away!
China' s Drastic Policy Reveral!
In addition to Guangzhou, Zhuhai, now Beijing, Tianjin, Chengdu, Chongqing all lifted curbs and lockdown and no longer required daily ART test unless deemed very necessary.
Many " Fang Cang" makeshifts hospitals are being demolished, despite being constructed haftway or have already completed and everywhere road barriers and fences are being removed.
The Trump Card is the re-opening of China to the World Tourism, both In & Out of China and we can look forward to an Full Opening & Influx of Tourism Dollars real soon.
 
Post-Covid Travel Relaxation coupled with Year End Revenge Travelling will give more than a boost to Banyan Q4 Results.
More importantly is Management' s strategic develpoment of 5 different brands to cater for the different consumers needs and encompassed the entire tourism market, from the very affordable holidays to the exclusive luxury stay.
One of the key things is that they are also expanding more in an asset-light model so they only come in as an operator to leverage on the brand name rather than to expand with their own balance sheet in the asset itself. Look forward to the price discovery process by the market.
Volmax ( Date: 03-Dec-2022 20:25) Posted:
Top Twenty Shareholders hold 92.50% of the Company, Market Free Float Only 7.5% or about 64.5m shares.
Tightly cornered stocks, NAV 56 cents and 50 New Hotel In Pipeline To Double Their Footprint Worldwide.
Set To Cheong Soon.
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Top Twenty Shareholders hold 92.50% of the Company, Market Free Float Only 7.5% or about 64.5m shares.
Tightly cornered stocks, NAV 56 cents and 50 New Hotel In Pipeline To Double Their Footprint Worldwide.
Set To Cheong Soon.
Hopefully market starts to appreciate this. Hasn' t really recovered much nor rode the hospitality upside.
Joelton ( Date: 03-Dec-2022 10:53) Posted:
Banyan Tree announces improved earnings in business update
Banyan Tree Holdings announced that its operating profit in3Q2022 rose 76% y-o-y while hotel revenue per available room (RevPAR) rose 36% y-o-y. Property sales for the first nine months of this year exceeded the pre-Covid period, the announcement says.
 
Hotels in Thailand and Maldives which the company owns recorded revenue growth of 150% y-o-y in 3Q2022. Hotel management fees rose 30% y-o-y. The company says China&rsquo s hotel operations rebounded and RevPAR rose by 23% y-o-y.
 
On investment sales, total sales value in 2022 is likely to exceed pre-Covid levels. This is supported by Phuket where 10-year residential visas are available for residential buyers. The company plans to launch the new Banyan Tree Phuket Private Residences in the current quarter.
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