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Banyan Tree - A takeover target? Post Reply Rate topic
phil1314 Senior	15-Nov-2017 14:17        phil1314 About Contact  Quote this Post!
x 0   x 0  Alert Admin	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 !  Warster      ( Date: 10-Nov-2017 13:52) Posted: No problem. What I feel is that like @lifeisgood has mentioned, this is a turnaround play and so, theres alot of patience involved. As can be seen from the latest report, the asset light structure is starting to yield results, but at trailing EPS of 0.01xx, it probably has a PE~32. (arnd there) The thing about hospitality industry, alot of ppl dont realise is that they need time to turn things around. So for me, I' ve always had the intention to buy and hold, and from time to time, look at the quarterly report to see if the company is heading in the right direction.  As of now, the ship is cruising in the right direction, I' m glad for that and I' m certain HKP would try to unlock shareholder value before he retire and handover to the next generation. Looking at charts, huge sell down pressure from shorts but 0.6 holding on well. I' d think 0.605 is a good price to enter but only use excess cash for this since this is a long term play. Price might fluctuate but as long as it is moving in the right direction (which it is), the price will move up.
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Tradenewbie Member	10-Nov-2017 14:55        Tradenewbie About Contact  Quote this Post!
x 0   x 0  Alert Admin	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 !  Warster      ( Date: 10-Nov-2017 13:52) Posted: No problem. What I feel is that like @lifeisgood has mentioned, this is a turnaround play and so, theres alot of patience involved. As can be seen from the latest report, the asset light structure is starting to yield results, but at trailing EPS of 0.01xx, it probably has a PE~32. (arnd there) The thing about hospitality industry, alot of ppl dont realise is that they need time to turn things around. So for me, I' ve always had the intention to buy and hold, and from time to time, look at the quarterly report to see if the company is heading in the right direction.  As of now, the ship is cruising in the right direction, I' m glad for that and I' m certain HKP would try to unlock shareholder value before he retire and handover to the next generation. Looking at charts, huge sell down pressure from shorts but 0.6 holding on well. I' d think 0.605 is a good price to enter but only use excess cash for this since this is a long term play. Price might fluctuate but as long as it is moving in the right direction (which it is), the price will move up.
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wcp2017 Senior	10-Nov-2017 14:49        wcp2017 About Contact  Quote this Post!
x 0   x 0  Alert Admin	They are building a base at +- 60 cts. It may take a few months . Once they are ready, they will rocket the price up. TP : 90 cts.
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Warster Member	10-Nov-2017 14:15        Warster About Contact  Quote this Post!
x 0   x 0  Alert Admin	Different methods work for different management. But Banyan tree is still mainly a hospitality outfit, I' m not sure they have the capabilities for property development. But then again, isnt that the point of a JV with Vanke, to ride on their coat tail when they are foraying into property development.
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wcp2017 Senior	10-Nov-2017 14:02        wcp2017 About Contact  Quote this Post!
x 0   x 0  Alert Admin	They should do both Property Development e.g. mixed use and hotels. Ho KP is smart but not smart enough (one needs to be open minded to accept new biz models) They should start those LP1 fund LP2 fund to use PE funds to build properties sold then mamage for mgtm fees. For those good locations keep it for recurring rental from mall office . GLP biz model is very good. Very successful. Warster      ( Date: 10-Nov-2017 13:52) Posted: No problem. What I feel is that like @lifeisgood has mentioned, this is a turnaround play and so, theres alot of patience involved. As can be seen from the latest report, the asset light structure is starting to yield results, but at trailing EPS of 0.01xx, it probably has a PE~32. (arnd there) The thing about hospitality industry, alot of ppl dont realise is that they need time to turn things around. So for me, I' ve always had the intention to buy and hold, and from time to time, look at the quarterly report to see if the company is heading in the right direction.  As of now, the ship is cruising in the right direction, I' m glad for that and I' m certain HKP would try to unlock shareholder value before he retire and handover to the next generation. Looking at charts, huge sell down pressure from shorts but 0.6 holding on well. I' d think 0.605 is a good price to enter but only use excess cash for this since this is a long term play. Price might fluctuate but as long as it is moving in the right direction (which it is), the price will move up.
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Warster Member	10-Nov-2017 13:52        Warster About Contact  Quote this Post!
x 0   x 0  Alert Admin	No problem. What I feel is that like @lifeisgood has mentioned, this is a turnaround play and so, theres alot of patience involved. As can be seen from the latest report, the asset light structure is starting to yield results, but at trailing EPS of 0.01xx, it probably has a PE~32. (arnd there) The thing about hospitality industry, alot of ppl dont realise is that they need time to turn things around. So for me, I' ve always had the intention to buy and hold, and from time to time, look at the quarterly report to see if the company is heading in the right direction.  As of now, the ship is cruising in the right direction, I' m glad for that and I' m certain HKP would try to unlock shareholder value before he retire and handover to the next generation. Looking at charts, huge sell down pressure from shorts but 0.6 holding on well. I' d think 0.605 is a good price to enter but only use excess cash for this since this is a long term play. Price might fluctuate but as long as it is moving in the right direction (which it is), the price will move up.
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Tradenewbie Member	10-Nov-2017 11:58        Tradenewbie About Contact  Quote this Post!
x 0   x 0  Alert Admin	thank you for you & @lifeisgood comments and advice. Just don' t want to miss another run-up like when I stopped tracking this stock during its 50+cents range.  i think possible to accummulate and consolidate bit by bit? thanks Warster      ( Date: 31-Oct-2017 18:43) Posted: In an exuberant market like now, there is an opportunity cost to holding shares like banyan which takes a long time to consolidate. this explains the sell down today too, especially as traders also hit stop loss. (Might have to see the shorts report also) Technical charts don't look great tbh, but I wld say wait till q3 results first. My experience is that market don't react too much to financial results, wldnt be too late to buy in then. This share is for the patient, next year agm could be key as we see a clearer picture of what a collaboration with Accor and vanke could impact banyan
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wcp2017 Senior	10-Nov-2017 10:06        wcp2017 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Results good. Encouraging. More importantly they have cash horde of about $150 mil. They should consider PE fund management of hotels. Funds management, build , sale , manage . They can discuss with GLP Ming Z Mei some tips to do it. Ming Z Mei is linked to Vanke anyway (GLP) Just4win      ( Date: 10-Nov-2017 09:17) Posted: Banyan Tree - Swung into 3Q17 net profit of $20.1m (3QFY16: $10.8m loss), mainly boosted by divestment gain arising from partial sale of hotels and assets in China. - Revenue climbed 9% higher to $68.3m on completion of Cassia Bintan (Phase 1) and sold units progressively handed over. - Overall unrecognised property sales stood at $132.4m (3Q16: $84.5m), of which 17% will be recognised in 4Q17. - Over the next 12 months, group expects to open eight new resorts and 11 spas under management. - NAV/share at $0.73.
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Just4win Supreme	10-Nov-2017 09:17        Just4win About Contact  Quote this Post!
x 0   x 0  Alert Admin	Banyan Tree - Swung into 3Q17 net profit of $20.1m (3QFY16: $10.8m loss), mainly boosted by divestment gain arising from partial sale of hotels and assets in China. - Revenue climbed 9% higher to $68.3m on completion of Cassia Bintan (Phase 1) and sold units progressively handed over. - Overall unrecognised property sales stood at $132.4m (3Q16: $84.5m), of which 17% will be recognised in 4Q17. - Over the next 12 months, group expects to open eight new resorts and 11 spas under management. - NAV/share at $0.73.
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rayoflight Veteran	06-Nov-2017 17:14        rayoflight About Contact  Quote this Post!
x 0   x 0  Alert Admin	Last min buyup to 61
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lifeisgood Supreme	02-Nov-2017 16:57        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hope declare some dividend this year. Results should be out soon.
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phil1314 Senior	02-Nov-2017 16:46        phil1314 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Dropped to 59.5 for awhile How will it affect the Accor $24 million convertible bond ? andychew.eh      ( Date: 05-Oct-2017 13:33) Posted: Nice ! Do it lower. Say 61.5 cts . andychew.eh      ( Date: 05-Oct-2017 13:20) Posted: When they buy up, volume was close to 5 mil. Look at when they sell down, volume just 400K. BBs doing flushing. If get lower closer to Vanke 60 cts entry price, will enter " big time ". Vanke just injected Cash $96 mil . That is close to Rmb 500 mil . They have big plans for Banyan Tree
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lifeisgood Supreme	31-Oct-2017 19:35        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	Banyan Tree is a turnaround play. It will take a while for results to show. But we all know, Vanke does not do small things. Neither does Accor. The next announcement may be some blockbuster rollout of 100s of hotels in China with Vanke and in the rest of the world with Accor. Once this is acheived, Banyan Tree will be priced like a global brand, maybe on par with the well known international brands. They are all billion dollar companies. I am holding out for BT to achieve great success. I am very proud of a homegrown company like Banyan Tree. We are on GROUND ZERO here. I am prepared to have faith and stay the course. Still heavily vested. Warster      ( Date: 31-Oct-2017 18:43) Posted: In an exuberant market like now, there is an opportunity cost to holding shares like banyan which takes a long time to consolidate. this explains the sell down today too, especially as traders also hit stop loss. (Might have to see the shorts report also) Technical charts don't look great tbh, but I wld say wait till q3 results first. My experience is that market don't react too much to financial results, wldnt be too late to buy in then. This share is for the patient, next year agm could be key as we see a clearer picture of what a collaboration with Accor and vanke could impact banyan
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Warster Member	31-Oct-2017 18:43        Warster About Contact  Quote this Post!
x 0   x 0  Alert Admin	In an exuberant market like now, there is an opportunity cost to holding shares like banyan which takes a long time to consolidate. this explains the sell down today too, especially as traders also hit stop loss. (Might have to see the shorts report also) Technical charts don't look great tbh, but I wld say wait till q3 results first. My experience is that market don't react too much to financial results, wldnt be too late to buy in then. This share is for the patient, next year agm could be key as we see a clearer picture of what a collaboration with Accor and vanke could impact banyan
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Tradenewbie Member	31-Oct-2017 16:24        Tradenewbie About Contact  Quote this Post!
x 0   x 0  Alert Admin	like this counter but is now a good price to enter? thinking whether to wait after 3Q results as historically quite subdued after.  interested to hear from others
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andychew.eh Senior	05-Oct-2017 13:33        andychew.eh About Contact  Quote this Post!
x 0   x 0  Alert Admin	Nice ! Do it lower. Say 61.5 cts . andychew.eh      ( Date: 05-Oct-2017 13:20) Posted: When they buy up, volume was close to 5 mil. Look at when they sell down, volume just 400K. BBs doing flushing. If get lower closer to Vanke 60 cts entry price, will enter " big time ". Vanke just injected Cash $96 mil . That is close to Rmb 500 mil . They have big plans for Banyan Tree. lifeisgood      ( Date: 04-Oct-2017 15:45) Posted: Chng kays managing both the buy side and sell side. I think consolidating for the next up push
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andychew.eh Senior	05-Oct-2017 13:20        andychew.eh About Contact  Quote this Post!
x 0   x 0  Alert Admin	When they buy up, volume was close to 5 mil. Look at when they sell down, volume just 400K. BBs doing flushing. If get lower closer to Vanke 60 cts entry price, will enter " big time ". Vanke just injected Cash $96 mil . That is close to Rmb 500 mil . They have big plans for Banyan Tree. lifeisgood      ( Date: 04-Oct-2017 15:45) Posted: Chng kays managing both the buy side and sell side. I think consolidating for the next up push! andychew.eh      ( Date: 04-Oct-2017 13:36) Posted: Fellow investors, suggest you pause for this stock. I dont suggest buying now. I noticed a pattern. Same BB buying and selling also same BB. They doing consolidating. Wait till they setlle down 1st. Once setlled, can go in.
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lifeisgood Supreme	04-Oct-2017 15:45        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	Chng kays managing both the buy side and sell side. I think consolidating for the next up push! andychew.eh      ( Date: 04-Oct-2017 13:36) Posted: Fellow investors, suggest you pause for this stock. I dont suggest buying now. I noticed a pattern. Same BB buying and selling also same BB. They doing consolidating. Wait till they setlle down 1st. Once setlled, can go in.
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andychew.eh Senior	04-Oct-2017 13:36        andychew.eh About Contact  Quote this Post!
x 0   x 0  Alert Admin	Fellow investors, suggest you pause for this stock. I dont suggest buying now. I noticed a pattern. Same BB buying and selling also same BB. They doing consolidating. Wait till they setlle down 1st. Once setlled, can go in.
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andychew.eh Senior	04-Oct-2017 11:13        andychew.eh About Contact  Quote this Post!
x 0   x 0  Alert Admin	61st Floor Rooftop Bar andychew.eh      ( Date: 04-Oct-2017 11:09) Posted: Vanke pumped in $72 mil + $24 mil = $ 96 mil Accor pumped in $24 mil Cash injected into Banyan Tree Group : $ 120 mil BKK Banyan doing well. The 61th floor Vertigo Moon Bar have become a tourist must go attraction & travel experience in Bangkok. andychew.eh      ( Date: 04-Oct-2017 10:39) Posted: Think Vanke is holding close to 20% stake in BT directly and indirectly
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