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Engine starting
should head towards 145 soon... still bullish 
Xmas rally ongoing.. don?t sell cheap to bb?
Sgvale ( Date: 18-Dec-2025 16:00) Posted:
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145 ba today
tofudidi ( Date: 18-Dec-2025 15:27) Posted:
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Catch Shortist. 150 coming??
So how?
Profits taking or BBs retreating?
shk363 ( Date: 18-Dec-2025 11:08) Posted:
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buy on dips
Loaded back 140.
Load somemore, still got rooms to advance.
Can' t even reach Half of the fully diluted TP of 34 cents ?
Current TP 54 cents
(At least this KGI doing a better job, taking into consideration the dilution before giving TP 34 cents)
Info only.
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We initiate Raffles Education with an OUTPERFORM recommendation at a fully diluted TP of S$0.34 and a current TP of S$0.54 using a DCF valuation methodology with a WACC of 8.0% and a terminal growth rate of 2.5%. Given the decline in debt levels and lower interest rates, should the Group&rsquo s profitability improve substantially onwards with potential increase in school fees.
Current TP 54 cents
(At least this KGI doing a better job, taking into consideration the dilution before giving TP 34 cents)
Info only.
- - - - -
KGI' s Valuation & Action
We initiate Raffles Education with an OUTPERFORM recommendation at a fully diluted TP of S$0.34 and a current TP of S$0.54 using a DCF valuation methodology with a WACC of 8.0% and a terminal growth rate of 2.5%. Given the decline in debt levels and lower interest rates, should the Group&rsquo s profitability improve substantially onwards with potential increase in school fees.
Load big big
Keep accumulating. Don?t contra. Sure winner.
Private education is on the rise in Asia.
Imagine If private bid would to come for raffles education. $500m enough. All the share holder huat
Raffles Education has 16 Educational Institutions across 9 Countries in Asia Pacific and Europe:
Cambodia, India, Indonesia, Italy, Malaysia, Saudi Arabia, Singapore, Thailand, and the People&rsquo s Republic of China
According to KGI report, Student enrolment stabilised above 22,000 in FY22&ndash 25
Worth only S$223 million (at current mkt cap)??
Latest AR here: https://links.sgx.com/FileOpen/RE_FY2025_Annual%20Report.ashx?App=Announcement& FileID=864092
Cambodia, India, Indonesia, Italy, Malaysia, Saudi Arabia, Singapore, Thailand, and the People&rsquo s Republic of China
According to KGI report, Student enrolment stabilised above 22,000 in FY22&ndash 25
Worth only S$223 million (at current mkt cap)??
Latest AR here: https://links.sgx.com/FileOpen/RE_FY2025_Annual%20Report.ashx?App=Announcement& FileID=864092
Global private equity firms eye Singapore-based XCL Education: sources
A transaction could value the school operator at as much as US$1.5 billion
[HONG KONG] Private equity firms including Warburg Pincus and KKR are among potential bidders for South-east Asian school operator XCL Education, according to people familiar with the matter.
Other alternative asset managers weighing bids for TPG-owned XCL include Blackstone and EQT, the people said, asking not to be identified discussing confidential information.
A transaction could value Singapore-based XCL at as much as US$1.5 billion, people familiar with the situation said previously.
While the sale process is moving forward, considerations are ongoing and other bidders could emerge, the people said, adding that a decision on the buyer is unlikely until next year.
Representatives for the private equity firms declined to comment.
XCL has K-12 school campuses across South-east Asia, including XCL World Academy in Singapore, the American School of Bangkok&rsquo s Sukhumvit campus, and Vietnam Australia International School, according to its website. Its other shareholders include Temasek Holdings.
XCL owns and operates several international schools, including XCL World Academy in Singapore, the American School of Bangkok and Vietnam Australia International School, according to its website.
Private money is pouring into schools in Asia as investors seek to profit from growing demand for quality education. Excluding China, firms closed US$6.4 billion of education deals across the Asia-Pacific last year, an increase of 25 per cent from 2023 and more than double the volume of six years earlier, according to data from LEK Consulting.
Earlier this year, a consortium including asset manager Neuberger Berman bought a stake in Nord Anglia in a deal valuing the international school operator at US$14.5 billion including debt. EQT, one of Nord Anglia&rsquo s major shareholders, invested in the company again through a newer fund. BLOOMBERG
A transaction could value the school operator at as much as US$1.5 billion
[HONG KONG] Private equity firms including Warburg Pincus and KKR are among potential bidders for South-east Asian school operator XCL Education, according to people familiar with the matter.
Other alternative asset managers weighing bids for TPG-owned XCL include Blackstone and EQT, the people said, asking not to be identified discussing confidential information.
A transaction could value Singapore-based XCL at as much as US$1.5 billion, people familiar with the situation said previously.
While the sale process is moving forward, considerations are ongoing and other bidders could emerge, the people said, adding that a decision on the buyer is unlikely until next year.
Representatives for the private equity firms declined to comment.
XCL has K-12 school campuses across South-east Asia, including XCL World Academy in Singapore, the American School of Bangkok&rsquo s Sukhumvit campus, and Vietnam Australia International School, according to its website. Its other shareholders include Temasek Holdings.
XCL owns and operates several international schools, including XCL World Academy in Singapore, the American School of Bangkok and Vietnam Australia International School, according to its website.
Private money is pouring into schools in Asia as investors seek to profit from growing demand for quality education. Excluding China, firms closed US$6.4 billion of education deals across the Asia-Pacific last year, an increase of 25 per cent from 2023 and more than double the volume of six years earlier, according to data from LEK Consulting.
Earlier this year, a consortium including asset manager Neuberger Berman bought a stake in Nord Anglia in a deal valuing the international school operator at US$14.5 billion including debt. EQT, one of Nord Anglia&rsquo s major shareholders, invested in the company again through a newer fund. BLOOMBERG
| You need to have a thorough understanding of the company' s business and liabilities. |
shk363 ( Date: 17-Dec-2025 11:35) Posted:
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:)
SmallSmall ( Date: 17-Dec-2025 16:52) Posted:
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Short covering in progress....
Big shorts covering soon