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BBBulll Senior	18-May-2018 12:42        BBBulll About Contact  Quote this Post!
x 0   x 0  Alert Admin	Lol BillionX      ( Date: 18-May-2018 12:04) Posted: Watch Sabana.You are next.ESRVIT is coming to get you.Time to load up on Sabana.
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BillionX Senior	18-May-2018 12:04        BillionX About Contact  Quote this Post!
x 0   x 0  Alert Admin	Watch Sabana.You are next.ESRVIT is coming to get you.Time to load up on Sabana.
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laksaman57 Supreme	18-May-2018 10:45        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	"... the merger will be the first in the history of Singapore Reits, and analysts say VIT is unlikely to be ESR-Reit's last target." https://www.businesstimes.com.sg/companies-markets/esr-reit-vit-halt-trading-amid-talk-of-possible-merger-announcement
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laksaman57 Supreme	16-May-2018 20:46        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://www.sreitinvestmentblog.sg/2018/05/analysis-of-sabana-reit-recovering-from.html?m=1
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mrwise Supreme	16-May-2018 08:25        mrwise About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	Power up!
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laksaman57 Supreme	15-May-2018 23:30        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	House cleaning by new CEO is on track. Hoping to see next quarter dpu rise.Well positioned for merger.
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mrwise Supreme	15-May-2018 22:52        mrwise About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	On the right track...looking at $0.55 and above  soon.. Can we see a merger soon? Likely soon..
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laksaman57 Supreme	15-May-2018 16:29        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Want to merge, merge it BIG. Sabana ripe for merger 👍
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BillionX Senior	15-May-2018 15:21        BillionX About Contact  Quote this Post!
x 0   x 0  Alert Admin	​ ESR has been accumulating Sabana. Is there a merger of ESR/VIT/SABANA on the cards?
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john_ric Supreme	15-May-2018 13:10        john_ric About Contact  Quote this Post!
x 0   x 0  Alert Admin	nothing much//
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laksaman57 Supreme	15-May-2018 10:10        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://sabana.listedcompany.com/news.html/id/654370
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laksaman57 Supreme	26-Apr-2018 13:09        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hopefully he can be catalyst for a ESR/Sabana merger 😆
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laksaman57 Supreme	26-Apr-2018 12:56        laksaman57 About Contact  Quote this Post!
x 1   x 0  Alert Admin	Highlight of AGM was the CEO. Young, dynamic and down to earth. Direction correct.Very positive for Sabana. Hope CEO won't get stone walled by remnant of old mgt. If not wrong, activist was there too. chengwh1      ( Date: 26-Apr-2018 11:58) Posted: http://sabana.listedcompany.com/newsroom/20180425_173438_M1GU_9DFI36OAH3L81TCP.2.pdf Just came in yesterday,... looks like mandate has been given again to the BOD to issue more units !!!!!!!!!!!!! More dilution ahead,... or perhaps not with the new CEO,..
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chengwh1 Elite	26-Apr-2018 11:58        chengwh1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	http://sabana.listedcompany.com/newsroom/20180425_173438_M1GU_9DFI36OAH3L81TCP.2.pdf Just came in yesterday,... looks like mandate has been given again to the BOD to issue more units !!!!!!!!!!!!! More dilution ahead,... or perhaps not with the new CEO,..
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laksaman57 Supreme	25-Apr-2018 15:13        laksaman57 About Contact  Quote this Post!
x 1   x 0  Alert Admin	"Shari'ah Compliant" doesn't seem to bring value to the reit but shackle the type of occupancy allowable under the rule. Its time to dropped it to improve occupancy.
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laksaman57 Supreme	20-Apr-2018 20:38        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wonder why ESR/Sabana deal attempt fell thru ? Sabana asked for too much ? or ESR give too little ? Anyone got any info ?
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tonylim70 Veteran	20-Apr-2018 20:10        tonylim70 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Spot on.. well said :) Totally agree with u. Some ppl here seems to hate ESR reits alot, posting bad things and posting website that says bad things about ESR.. mcking      ( Date: 20-Apr-2018 19:34) Posted: --- Post Removed by User ---
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tonylim70 Veteran	20-Apr-2018 13:43        tonylim70 About Contact  Quote this Post!
x 0   x 0  Alert Admin	nah, that is his own opinion, who knows whether  he has " other" motive :) With potential  merger with Viva , ESR Reits is a gem laksaman57      ( Date: 20-Apr-2018 13:41) Posted: https://www.fool.sg/2018/04/18/3-reasons-i-will-not-invest-in-esr-reit/
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laksaman57 Supreme	20-Apr-2018 13:41        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	https://www.fool.sg/2018/04/18/3-reasons-i-will-not-invest-in-esr-reit/
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tonylim70 Veteran	20-Apr-2018 13:08        tonylim70 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think they give the full dividend to the preferential shares becos they want to " encourage" shareholders to subscribe for the shares at 54 cents... Eg: Let say initially there are 10 shares, revenue is $100, bank interest on loan is $40. $$ availale for  Dividend = $60 ==> $60/10shares  = $6  dividend  for each share from Jan to Mar 2018 Then on 28th march, 2 extra shares was listed raising $100. So the $100 is used to pay the bank loan. So the revenue remains  $100, bank interest is lesser now as loan amount is lesser  now, say interest  is $39  (less than  $40 initially) becos of saving in interest for 29,30 and 31 March. But the  2 extra shares  were promised entitlement to dividend for the entire  3 mths. So $$$ available for Dividend = $61 ==> $81/12shares = $5.08 dividend for each share from Jan to Mar 2018. (Drop in DPU) BUT from Q2 onwards. Due to lesser debt, the saving in interest for bank loan is no more only 3 days, is for 3 mths now. So revenue $100, bank interest on loan is $20 (much lesser than $40 initially). So $$$ available for dividend = $80/12 shares = $6.67 dividend for each share tonylim70      ( Date: 20-Apr-2018 12:49) Posted: Wrong la, it rises by 4%. The drop is because of the extra preferential shares. The money received from the extra shares issued was received on 28th March (3 days before the end of Q1).. And the money was used to repay debts and only help the company saved 3 days  of interest. BUT the extra shares received the full allocation of dividend for Q1. If u pro-rate the dividend for those new shares aka 3 days of dividend, the DPU increase is arounf $0.0108 (around there) increase by 4% and this mark the first increase in DPU for a long time ==> Good sign. So the next quarter, the interest saved from  the $125m received from the extra share that is used to pay up debts will be used to pay dividend so the dividend will be back to normal and based on Q1 trend, the dividend will be around 1 cent , increase from last year   laksaman57      ( Date: 20-Apr-2018 12:34) Posted: ESR reit dpu fell, yet again
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