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Banyan Tree - A takeover target? Post Reply Rate topic
mariners Senior	19-Dec-2017 18:38        mariners About Contact  Quote this Post! Style: Combined   Yells: "FA tells me what to buy, TA tells me when to buy"
x 0   x 0  Alert Admin	40,000,000 shares at a conversion price of S$0.60 to Accor, starts 21st Dec
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Morello Veteran	19-Dec-2017 14:20        Morello About Contact  Quote this Post! Style: Combined   Mood: Yells: "In it for the long haul"
x 0   x 0  Alert Admin	min trade is 100 shares, how to buy a couple? haha ...jk Warster      ( Date: 19-Dec-2017 14:10) Posted: bought a couple of shares these few days, always got dbs as counter party. If you look at the short volume on sgx. Probably 1mio outstanding shorts at average price 0.54
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Warster Member	19-Dec-2017 14:10        Warster About Contact  Quote this Post!
x 0   x 0  Alert Admin	bought a couple of shares these few days, always got dbs as counter party. If you look at the short volume on sgx. Probably 1mio outstanding shorts at average price 0.54
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phil1314 Senior	18-Dec-2017 13:40        phil1314 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes already start moving Volume build up soon !! phil1314      ( Date: 08-Dec-2017 09:19) Posted: At 54 cents low and there is bear vs bull tussle noticed very small 100 shares transactions either way to maintain price at this level with very low daily volume, very few buyers although more sellers but prices can be 2 ticks higher  But if Accor group option not exercised yet, then prices likely to move up above 60 cents eventually. Year end book close may also favour Qatar, Accor and Vanke to have prices close higher. Any idea has option been exercised?  Just continue to accumulate at this price as eventual financial restructures - BTC listing, Banyan Tree privatization, takeover, etc , surely will see prices higher once market sentiments much better Recall IPO prices was much higher  phil1314      ( Date: 15-Nov-2017 14:17) Posted: Starting to trade below 60 cents in a consistent pattern could be a start of downtren
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EveryoneHuatLah Senior	18-Dec-2017 11:02        EveryoneHuatLah About Contact  Quote this Post!
x 0   x 0  Alert Admin	Share price moving up with thin volume
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phil1314 Senior	08-Dec-2017 09:19        phil1314 About Contact  Quote this Post!
x 0   x 0  Alert Admin	At 54 cents low and there is bear vs bull tussle noticed very small 100 shares transactions either way to maintain price at this level with very low daily volume, very few buyers although more sellers but prices can be 2 ticks higher  But if Accor group option not exercised yet, then prices likely to move up above 60 cents eventually. Year end book close may also favour Qatar, Accor and Vanke to have prices close higher. Any idea has option been exercised?  Just continue to accumulate at this price as eventual financial restructures - BTC listing, Banyan Tree privatization, takeover, etc , surely will see prices higher once market sentiments much better Recall IPO prices was much higher  phil1314      ( Date: 15-Nov-2017 14:17) Posted: Starting to trade below 60 cents in a consistent pattern could be a start of downtrend Tradenewbie      ( Date: 10-Nov-2017 14:55) Posted: Agreed. Picked up a tiny amount at 0.605 to keep & hold long-term. Will accummulate more as price movement fluctuates in the short-term. As you mentioned, the business seems like it' s moving in the right direction and I really like the partnerships they' ve set up this year. Hopefully will bear fruits in the next year or so.  Matter of time for all of us, hopefully! Thanks - very constructive advice from all !
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phil1314 Senior	30-Nov-2017 09:36        phil1314 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Qatar/Accor stakes can easily exceed Ho family if group continues to build up their stake ? Vanke is actually a very small player  Strategically Qatar/Accor looks more interested to access China market through BTC Shooter1509      ( Date: 30-Nov-2017 09:20) Posted: Based on annual report, Qatar owned about 27% BT Holding, Accor 5% with option another 5%. But Qatar control Accor following selling and swap shares Raffles and Fairmont to Accor. If you added up Qatar potentially direct and indirect control 37% and more of the company. This is a strategic partner for BT Holding and where the company is going.
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Shooter1509 Member	30-Nov-2017 09:20        Shooter1509 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Based on annual report, Qatar owned about 27% BT Holding, Accor 5% with option another 5%. But Qatar control Accor following selling and swap shares Raffles and Fairmont to Accor. If you added up Qatar potentially direct and indirect control 37% and more of the company. This is a strategic partner for BT Holding and where the company is going.
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wcp2017 Senior	29-Nov-2017 20:01        wcp2017 About Contact  Quote this Post!
x 0   x 0  Alert Admin	BTC holds the China Assets. Vanke paid 400 mil yuan for a 50% stake in BTC. Banyan Tree holds 40%. HK party (dont know why they so secretive not going to reveal the name) holds 10% . Clipper      ( Date: 29-Nov-2017 18:51) Posted: BTC is newly created subsidiary of Banyan Tree Holdings Ltd ? phil1314      ( Date: 26-Nov-2017 23:21) Posted: Is there a possibility that BTC be listed in HongKong and then acquire Banyan Tree Singapore ?
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Clipper Member	29-Nov-2017 18:51        Clipper About Contact  Quote this Post!
x 0   x 0  Alert Admin	BTC is newly created subsidiary of Banyan Tree Holdings Ltd ? phil1314      ( Date: 26-Nov-2017 23:21) Posted: Is there a possibility that BTC be listed in HongKong and then acquire Banyan Tree Singapore ? wcp2017      ( Date: 22-Nov-2017 15:07) Posted: Not sure if this ia helpful . Banyan Tree China consists of : Vanke 50 % stake (pay 400 mil yuan) Banyan Tree 40% stake 10% held by a HK company not named This HK company is rumored to be booking agent C Trip. The saying is they may plan to list BTC Banyan Tree China in HK. Research 1st before you enter pls.
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phil1314 Senior	29-Nov-2017 09:32        phil1314 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yes ! Trended down below 60 cents for almost two weeks and hit 56 cents on very thin volume. And volume has been very thin - not many weak sellers left and very thin buyers left also but big boys still trying to push price down to accumulate towards day end. But, approaching year end thus watch out for that sharp rebound above 60 cents as Qatar, Accor and Vanke also need to close their books for 31 December. Keeping my fingers crossed together with those who have bought below 60 cents ... phil1314      ( Date: 15-Nov-2017 14:17) Posted: Starting to trade below 60 cents in a consistent pattern could be a start of downtrend Tradenewbie      ( Date: 10-Nov-2017 14:55) Posted: Agreed. Picked up a tiny amount at 0.605 to keep & hold long-term. Will accummulate more as price movement fluctuates in the short-term. As you mentioned, the business seems like it' s moving in the right direction and I really like the partnerships they' ve set up this year. Hopefully will bear fruits in the next year or so.  Matter of time for all of us, hopefully! Thanks - very constructive advice from all !
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phil1314 Senior	26-Nov-2017 23:21        phil1314 About Contact  Quote this Post!
x 1   x 0  Alert Admin	Is there a possibility that BTC be listed in HongKong and then acquire Banyan Tree Singapore ? wcp2017      ( Date: 22-Nov-2017 15:07) Posted: Not sure if this ia helpful . Banyan Tree China consists of : Vanke 50 % stake (pay 400 mil yuan) Banyan Tree 40% stake 10% held by a HK company not named This HK company is rumored to be booking agent C Trip. The saying is they may plan to list BTC Banyan Tree China in HK. Research 1st before you enter pls.
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wcp2017 Senior	22-Nov-2017 15:07        wcp2017 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Not sure if this ia helpful . Banyan Tree China consists of : Vanke 50 % stake (pay 400 mil yuan) Banyan Tree 40% stake 10% held by a HK company not named This HK company is rumored to be booking agent C Trip. The saying is they may plan to list BTC Banyan Tree China in HK. Research 1st before you enter pls.
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phil1314 Senior	20-Nov-2017 17:06        phil1314 About Contact  Quote this Post!
x 0   x 0  Alert Admin	This is a thankful reminder that can still go up to 65 cents and have been buying back below 60 cents wcp2017      ( Date: 20-Nov-2017 12:21) Posted: I sold mine at 65.5 cents. Bought at 52.5 cents when news of Vanke exploring agreement with Banyan T. Will wait for 52.5 cents to enter again. Vanke into the picture must be colloborating on something bigger. Vanke injecting RMB 500 mil cash into Banyan T must be aiming something bigger with Banyan T.
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wcp2017 Senior	20-Nov-2017 12:21        wcp2017 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I sold mine at 65.5 cents. Bought at 52.5 cents when news of Vanke exploring agreement with Banyan T. Will wait for 52.5 cents to enter again. Vanke into the picture must be colloborating on something bigger. Vanke injecting RMB 500 mil cash into Banyan T must be aiming something bigger with Banyan T.
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beginners Veteran	20-Nov-2017 09:38        beginners About Contact  Quote this Post!
x 0   x 0  Alert Admin	Zhang ?penguin? still there ? lifeisgood      ( Date: 19-Nov-2017 02:35) Posted: The previous problems plaguing this company are slowing going away. Banyan Trees always seem to be in the wrong place at the wrong time, like Thailand, Kena Tsunami in Phuket, then political upheavals involving change of a few PMs and military control. However, things are looking much better now as Thailand has stabilised and economy and stock market are both booming (better than Singapore I think). In China, it is able to leverage off Vanke so that it can build its hotel brands without chasing high land prices to build new hotels. Same as what it is doing currently with Accor worldwide. If Banyan Tree instead went out and bought up expensive properties or land to build hotels now, I would be extremely worried. This asset light model allows it to grow its brand quickly, as the intangible brand value may gain much more quickly than actual profits. Therefore, I believe Banyan Tree may be builidng up and then selling out. Unless HKP want to leave it to the next generation to own and operate.
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phil1314 Senior	20-Nov-2017 08:53        phil1314 About Contact  Quote this Post!
x 0   x 0  Alert Admin	What is a good support price ? lifeisgood      ( Date: 19-Nov-2017 02:35) Posted: The previous problems plaguing this company are slowing going away. Banyan Trees always seem to be in the wrong place at the wrong time, like Thailand, Kena Tsunami in Phuket, then political upheavals involving change of a few PMs and military control. However, things are looking much better now as Thailand has stabilised and economy and stock market are both booming (better than Singapore I think). In China, it is able to leverage off Vanke so that it can build its hotel brands without chasing high land prices to build new hotels. Same as what it is doing currently with Accor worldwide. If Banyan Tree instead went out and bought up expensive properties or land to build hotels now, I would be extremely worried. This asset light model allows it to grow its brand quickly, as the intangible brand value may gain much more quickly than actual profits. Therefore, I believe Banyan Tree may be builidng up and then selling out. Unless HKP want to leave it to the next generation to own and operate.
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lifeisgood Supreme	19-Nov-2017 02:35        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	The previous problems plaguing this company are slowing going away. Banyan Trees always seem to be in the wrong place at the wrong time, like Thailand, Kena Tsunami in Phuket, then political upheavals involving change of a few PMs and military control. However, things are looking much better now as Thailand has stabilised and economy and stock market are both booming (better than Singapore I think). In China, it is able to leverage off Vanke so that it can build its hotel brands without chasing high land prices to build new hotels. Same as what it is doing currently with Accor worldwide. If Banyan Tree instead went out and bought up expensive properties or land to build hotels now, I would be extremely worried. This asset light model allows it to grow its brand quickly, as the intangible brand value may gain much more quickly than actual profits. Therefore, I believe Banyan Tree may be builidng up and then selling out. Unless HKP want to leave it to the next generation to own and operate.
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phil1314 Senior	17-Nov-2017 17:39        phil1314 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Both Vanke and Accor groups started buying below 60 cents and present price 57 cents should be close to their average cost Quite unlikely for them to exercise options as prices already fallen below 60 cents Question is will both Vanke and Accor starts accumulating further between 57 cents to 60 cents instead of exercising option Not surprise if buying will resume so this maybe be opportunity to average your cost to below 60 cents if you have bought above 60 cents My guess is privatization, if any, is likely between 60 cents to 70 cents wcp2017      ( Date: 17-Nov-2017 16:38) Posted: Share Price 57 cts now. Below placement price of 60 cts to Vanke and to Accor Group. Last qtr results not bad. They have cash on hand $150 mil. Vanke and think Accor also have option for more placement shares. Loking at right price and opportunity to enter. At least we buy at below Vanke and Accor Group placemebt price 60 cts.
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wcp2017 Senior	17-Nov-2017 16:38        wcp2017 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Share Price 57 cts now. Below placement price of 60 cts to Vanke and to Accor Group. Last qtr results not bad. They have cash on hand $150 mil. Vanke and think Accor also have option for more placement shares. Loking at right price and opportunity to enter. At least we buy at below Vanke and Accor Group placemebt price 60 cts.
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