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Banyan Tree - A takeover target? Post Reply Rate topic
andychew.eh Senior	04-Oct-2017 11:09        andychew.eh About Contact  Quote this Post!
x 0   x 0  Alert Admin	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. andychew.eh      ( Date: 03-Oct-2017 20:26) Posted: 1. Very hard to find a gem with potential to grow business exponentially. Especially hard to find it in SGX. I trust Ho KP . Now with Vanke as support, they are surely going to make it. It is like how GLP Ming Z Mei strategically find strong Chinese partners to have stakes in GLP . E.g. Hopu Fang. Powerful deal maker in China and gets things done. That's why GLP becomes No. 1 in China. If you combined No.2 to No.10 market share still less than GLP. 2. Vanke dont anyhow choose partners. It speaks volumes of BT and Mr Ho KP . 3. Counter Party (selling party) may be UOB. But then, they are stated as selling party most probably the role of a broker. If I use UOB as my broker and I sell my holdings, counter party will also show as UOB and not andy. TP : can see $1 within 3 months to 1 year.
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andychew.eh Senior	04-Oct-2017 10:57        andychew.eh About Contact  Quote this Post!
x 0   x 0  Alert Admin	The Trend looks like Thai Bev after taking over F & N. But Thai Bev market cap is huge. This BT only 400 mil + . In 2 to 3 months time : 90 cts
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andychew.eh Senior	04-Oct-2017 10:39        andychew.eh About Contact  Quote this Post!
x 0   x 0  Alert Admin	Think Vanke is holding close to 20% stake in BT directly and indirectly. andychew.eh      ( Date: 03-Oct-2017 20:26) Posted: 1. Very hard to find a gem with potential to grow business exponentially. Especially hard to find it in SGX. I trust Ho KP . Now with Vanke as support, they are surely going to make it. It is like how GLP Ming Z Mei strategically find strong Chinese partners to have stakes in GLP . E.g. Hopu Fang. Powerful deal maker in China and gets things done. That's why GLP becomes No. 1 in China. If you combined No.2 to No.10 market share still less than GLP. 2. Vanke dont anyhow choose partners. It speaks volumes of BT and Mr Ho KP . 3. Counter Party (selling party) may be UOB. But then, they are stated as selling party most probably the role of a broker. If I use UOB as my broker and I sell my holdings, counter party will also show as UOB and not andy. TP : can see $1 within 3 months to 1 year. vivivava      ( Date: 03-Oct-2017 19:59) Posted: Ha, they were the one issuing 0.93 target
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andychew.eh Senior	03-Oct-2017 20:26        andychew.eh About Contact  Quote this Post!
x 0   x 0  Alert Admin	1. Very hard to find a gem with potential to grow business exponentially. Especially hard to find it in SGX. I trust Ho KP . Now with Vanke as support, they are surely going to make it. It is like how GLP Ming Z Mei strategically find strong Chinese partners to have stakes in GLP . E.g. Hopu Fang. Powerful deal maker in China and gets things done. That's why GLP becomes No. 1 in China. If you combined No.2 to No.10 market share still less than GLP. 2. Vanke dont anyhow choose partners. It speaks volumes of BT and Mr Ho KP . 3. Counter Party (selling party) may be UOB. But then, they are stated as selling party most probably the role of a broker. If I use UOB as my broker and I sell my holdings, counter party will also show as UOB and not andy. TP : can see $1 within 3 months to 1 year. vivivava      ( Date: 03-Oct-2017 19:59) Posted: Ha, they were the one issuing 0.93 target? andychew.eh      ( Date: 03-Oct-2017 14:10) Posted: UOB the selling party again. I got some at 0.665. UOB again. Behold ok....Behold
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vivivava Veteran	03-Oct-2017 19:59        vivivava About Contact  Quote this Post!
x 0   x 0  Alert Admin	Ha, they were the one issuing 0.93 target? andychew.eh      ( Date: 03-Oct-2017 14:10) Posted: UOB the selling party again. I got some at 0.665. UOB again. Behold ok....Behold
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andychew.eh Senior	03-Oct-2017 14:10        andychew.eh About Contact  Quote this Post!
x 0   x 0  Alert Admin	UOB the selling party again. I got some at 0.665. UOB again. Behold ok....Behold
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andychew.eh Senior	03-Oct-2017 11:09        andychew.eh About Contact  Quote this Post!
x 0   x 0  Alert Admin	It is actually BTAC that is the driving engine. Resorts Wellness resorts Wellness Serviced Apartments Vanke holding 50% stake will do it BIG. andychew.eh      ( Date: 03-Oct-2017 10:49) Posted: SGX website seems not very updated. Think HKP more than 30% Accor 5 % (option to add additional 5%) Vanke 5 % (option to add additional 5%) Qatar more than 20 % ? I am definitely adding. Both Accor and Vanke come into the picture at 60 cts . Now 67 cts. This stock market cap at least 1 billion in 2 years time. TP : $ 1.35 to $1.50 Note : Vanke dont do small business. They want to see billion dollar revenue from hotels and hospitallity biz. vivivava      ( Date: 03-Oct-2017 10:30) Posted: how will the shareholding look like, Vanke, Accor, Qatar & Ho family
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lifeisgood Supreme	03-Oct-2017 10:54        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	It is mind boggling ! andychew.eh      ( Date: 03-Oct-2017 10:35) Posted: All Seaview Rooms. TTG China says Banyan gonna have 6 marina seawview resorts in China Zhuhai within 5 to 6 years, with more than 1200 rooms. The partnership with Vanke is thus so strategic and important. BTAC. Vanke currently have about 15 to 20 mil sq m of land bank in China. andychew.eh      ( Date: 03-Oct-2017 10:11) Posted: Time to add a bit more. Banyan Tree Zhuhai opening in 1st Qtr 2018, corresponding to the opening of HK Zhuhai Macau Bridge of Engineering Execellence.
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andychew.eh Senior	03-Oct-2017 10:49        andychew.eh About Contact  Quote this Post!
x 0   x 0  Alert Admin	SGX website seems not very updated. Think HKP more than 30% Accor 5 % (option to add additional 5%) Vanke 5 % (option to add additional 5%) Qatar more than 20 % ? I am definitely adding. Both Accor and Vanke come into the picture at 60 cts . Now 67 cts. This stock market cap at least 1 billion in 2 years time. TP : $ 1.35 to $1.50 Note : Vanke dont do small business. They want to see billion dollar revenue from hotels and hospitallity biz. vivivava      ( Date: 03-Oct-2017 10:30) Posted: how will the shareholding look like, Vanke, Accor, Qatar & Ho family? andychew.eh      ( Date: 02-Oct-2017 14:38) Posted: It wont be asset light. Vanke have Vast ...i mean a lot of land parcels in China . Think will offer Land and Construction, BT will do hotel management. Of course Vanke stakes in these developments will be higher. But that is not the point . The important thing is BT will grow exponentially. If you value BT at $1 billion, then its share price would be around $1.35 to $1.50
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andychew.eh Senior	03-Oct-2017 10:35        andychew.eh About Contact  Quote this Post!
x 0   x 0  Alert Admin	All Seaview Rooms. TTG China says Banyan gonna have 6 marina seawview resorts in China Zhuhai within 5 to 6 years, with more than 1200 rooms. The partnership with Vanke is thus so strategic and important. BTAC. Vanke currently have about 15 to 20 mil sq m of land bank in China. andychew.eh      ( Date: 03-Oct-2017 10:11) Posted: Time to add a bit more. Banyan Tree Zhuhai opening in 1st Qtr 2018, corresponding to the opening of HK Zhuhai Macau Bridge of Engineering Execellence.
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vivivava Veteran	03-Oct-2017 10:30        vivivava About Contact  Quote this Post!
x 0   x 0  Alert Admin	how will the shareholding look like, Vanke, Accor, Qatar & Ho family? andychew.eh      ( Date: 02-Oct-2017 14:38) Posted: It wont be asset light. Vanke have Vast ...i mean a lot of land parcels in China . Think will offer Land and Construction, BT will do hotel management. Of course Vanke stakes in these developments will be higher. But that is not the point . The important thing is BT will grow exponentially. If you value BT at $1 billion, then its share price would be around $1.35 to $1.50. lifeisgood      ( Date: 02-Oct-2017 14:12) Posted: Now that Banyan Tree has gone into a GLOBAL BRANDING cum ASSET LIGHT model, capital expenditure requirement going forward should be much lessen, which means it should be more able to pay decent DIVIDEND going forward. This is another catalyst for new investors to come in.
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andychew.eh Senior	03-Oct-2017 10:11        andychew.eh About Contact  Quote this Post!
x 0   x 0  Alert Admin	Time to add a bit more. Banyan Tree Zhuhai opening in 1st Qtr 2018, corresponding to the opening of HK Zhuhai Macau Bridge of Engineering Execellence.
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andychew.eh Senior	02-Oct-2017 15:31        andychew.eh About Contact  Quote this Post!
x 0   x 0  Alert Admin	Vanke just bought a huge piece of land in KL for 500 mil. Say build 4000 serviced apartments. If managed by Banyan Tree , big money.
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andychew.eh Senior	02-Oct-2017 14:38        andychew.eh About Contact  Quote this Post!
x 0   x 0  Alert Admin	It wont be asset light. Vanke have Vast ...i mean a lot of land parcels in China . Think will offer Land and Construction, BT will do hotel management. Of course Vanke stakes in these developments will be higher. But that is not the point . The important thing is BT will grow exponentially. If you value BT at $1 billion, then its share price would be around $1.35 to $1.50. lifeisgood      ( Date: 02-Oct-2017 14:12) Posted: Now that Banyan Tree has gone into a GLOBAL BRANDING cum ASSET LIGHT model, capital expenditure requirement going forward should be much lessen, which means it should be more able to pay decent DIVIDEND going forward. This is another catalyst for new investors to come in.  andychew.eh      ( Date: 02-Oct-2017 14:00) Posted: Accorhotels 5 % stake in BT : $ 24 mil (60 cts a share also ?) Vanke 5% stake in BT : $24 mil (60 cts a share) Both have Options for Additional 5% each. I think HKP deal making would be such as : the Option Price would be higher than 60 cts a share ? BT gonna conquer China Markets with Vanke's help and become a global brand thru partnership with Accor. What I like BT Rev and Profits is they derived from improving hotel management fees. This model is like Funds Mangement Model. Increasing Portfolio of Hotel Assets with lower capital but better profits. GLP us one such model for warehousing assets
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lifeisgood Supreme	02-Oct-2017 14:12        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	Now that Banyan Tree has gone into a GLOBAL BRANDING cum ASSET LIGHT model, capital expenditure requirement going forward should be much lessen, which means it should be more able to pay decent DIVIDEND going forward. This is another catalyst for new investors to come in.  andychew.eh      ( Date: 02-Oct-2017 14:00) Posted: Accorhotels 5 % stake in BT : $ 24 mil (60 cts a share also ?) Vanke 5% stake in BT : $24 mil (60 cts a share) Both have Options for Additional 5% each. I think HKP deal making would be such as : the Option Price would be higher than 60 cts a share ? BT gonna conquer China Markets with Vanke's help and become a global brand thru partnership with Accor. What I like BT Rev and Profits is they derived from improving hotel management fees. This model is like Funds Mangement Model. Increasing Portfolio of Hotel Assets with lower capital but better profits. GLP us one such model for warehousing assets. Warster      ( Date: 02-Oct-2017 12:44) Posted: A growth story for sure. Funds are buying in but at the same time traders and weak players are also going in and out looking for a quick profit.. As for me, my holding period for this is forever or until the fundamentals change. Looking forward to the next agm to see what Mr Ho has to say.
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andychew.eh Senior	02-Oct-2017 14:00        andychew.eh About Contact  Quote this Post!
x 0   x 0  Alert Admin	Accorhotels 5 % stake in BT : $ 24 mil (60 cts a share also ?) Vanke 5% stake in BT : $24 mil (60 cts a share) Both have Options for Additional 5% each. I think HKP deal making would be such as : the Option Price would be higher than 60 cts a share ? BT gonna conquer China Markets with Vanke's help and become a global brand thru partnership with Accor. What I like BT Rev and Profits is they derived from improving hotel management fees. This model is like Funds Mangement Model. Increasing Portfolio of Hotel Assets with lower capital but better profits. GLP us one such model for warehousing assets. Warster      ( Date: 02-Oct-2017 12:44) Posted: A growth story for sure. Funds are buying in but at the same time traders and weak players are also going in and out looking for a quick profit.. As for me, my holding period for this is forever or until the fundamentals change. Looking forward to the next agm to see what Mr Ho has to say.
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lifeisgood Supreme	02-Oct-2017 13:10        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	I know a lot of players are making quick trades for one or two pips profit. To each his own. I kept buying on weakness. But general trend should still be up, for a long while. Warster      ( Date: 02-Oct-2017 12:44) Posted: A growth story for sure. Funds are buying in but at the same time traders and weak players are also going in and out looking for a quick profit.. As for me, my holding period for this is forever or until the fundamentals change. Looking forward to the next agm to see what Mr Ho has to say.
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Warster Member	02-Oct-2017 12:44        Warster About Contact  Quote this Post!
x 0   x 0  Alert Admin	A growth story for sure. Funds are buying in but at the same time traders and weak players are also going in and out looking for a quick profit.. As for me, my holding period for this is forever or until the fundamentals change. Looking forward to the next agm to see what Mr Ho has to say.
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andychew.eh Senior	02-Oct-2017 11:51        andychew.eh About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yeah. The potential for growth is enormous. When they roped in Vanke, I was shocked. I think the Vanke element awes the market. lifeisgood      ( Date: 02-Oct-2017 11:42) Posted: In the past, Banyan Tree was building one brick at a time, due to lack of capital. Things will now take a quantum leap with the participation of Accor and Vanke. It is a company that is embarking on a major growth path. Stay tuned for a much more exciting growth story ahead. andychew.eh      ( Date: 02-Oct-2017 11:35) Posted: Vanke just pumped in $72 mil for a 50% stake in BTAC. Vanke dont do small business. BTAC vision is billion dollar business. But i will email Ho KP personally to suggest dont do too high class concepts like 6 star resorts. Do 4 to 5 star range . Like hilton, 4 seasons, marriott, hotel inter, shangri la.
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lifeisgood Supreme	02-Oct-2017 11:42        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	In the past, Banyan Tree was building one brick at a time, due to lack of capital. Things will now take a quantum leap with the participation of Accor and Vanke. It is a company that is embarking on a major growth path. Stay tuned for a much more exciting growth story ahead. andychew.eh      ( Date: 02-Oct-2017 11:35) Posted: Vanke just pumped in $72 mil for a 50% stake in BTAC. Vanke dont do small business. BTAC vision is billion dollar business. But i will email Ho KP personally to suggest dont do too high class concepts like 6 star resorts. Do 4 to 5 star range . Like hilton, 4 seasons, marriott, hotel inter, shangri la.
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