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HVRRVH Elite	03-Sep-2025 11:33        HVRRVH About Contact  Quote this Post!
x 0   x 0  Alert Admin	A lot of the shareholders will choose scrip now. No problem for enlarge sharebase since there will be a listing of reits which will crystalise the values of the assets. In other words, the values of the assets, those going to be listed, would now be clearly reflected in the respecitve book. No wonder price shoot up so much once clarity is established. It' s a pity that the share price correction didn' t come down to my trigger price of $1.44 a few days back. However, look like existing shareholders wouldn' t be getting the reit shares thru distribution in specie, as BSL' s stake in the reit would be through the 20% holding of UIB. Not even sure there will be special dividend or not as Boustead already injected some of its properties into UIB for 20% stake. Perhaps more properties would be injected and if the injections are not for higher stake in UIB then there may be SD. Let' s see.  HVRRVH      ( Date: 22-Aug-2025 10:50) Posted: Already indicated taking scrip thru investors.sgx.com. Seemless process like last year don' t have to post back the hard copy form. Last year I mentioned they offer scrip probably to boost the total shares base with a view of spinning off a reit. This year they offer scrip again so just take more so when they already announced plan to spin off a reit. They also clever not to offer scrip for interim dividend as the quantum usually is smaller and not worth the admin work and not cost effective. This is an investors friendly company, totoal scrip issue will be rounded up to the nearest whole unit instead of rounding down like some reits. It may seems trivial but still, they choose to round up when they can totally disregard the fractional unit.  HVRRVH      ( Date: 12-Aug-2025 18:26) Posted: Yup. Either half of 3/4 to the nearest round. Won' t take all. If price come below $1.45 can buy out right if not happy with current holding size.
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Rightstock Senior	03-Sep-2025 09:55        Rightstock About Contact  Quote this Post!
x 0   x 0  Alert Admin	Well I hope both will continue to do well and I believe Boustead will break $2.00 and HL Asia $3.00 by the end of this year. Vested in both.
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SmallSmall Supreme	03-Sep-2025 09:47        SmallSmall About Contact  Quote this Post!
x 0   x 0  Alert Admin	I am comparing technical movement based on charts. Then again wasn' t HL Asia languishing ar low $1.00 when their business was exactly the same as it is now? When it is Boustead' s turn to stage a major breakout, there will be no shortage of analysts blowing the trumpets Rightstock      ( Date: 03-Sep-2025 09:40) Posted: I agree with you that Boustead is worth much more than the current price at $1.62. But you should not compare it with HL Asia as their businesses are different.  SmallSmall      ( Date: 03-Sep-2025 09:25) Posted: Watching.......... This one considered under perform when compare to HL Asia
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Rightstock Senior	03-Sep-2025 09:40        Rightstock About Contact  Quote this Post!
x 0   x 0  Alert Admin	I agree with you that Boustead is worth much more than the current price at $1.62. But you should not compare it with HL Asia as their businesses are different.  SmallSmall      ( Date: 03-Sep-2025 09:25) Posted: Watching.......... This one considered under perform when compare to HL Asia
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SmallSmall Supreme	03-Sep-2025 09:27        SmallSmall About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hopefully this round it is differrent becasue it is indeed taking firm action to unlock vlaue by officially submitting REIT IPO instead of analysts just guessing. SmallSmall      ( Date: 03-Sep-2025 09:25) Posted: Watching.......... This one considered under perform when compare to HL Asia
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SmallSmall Supreme	03-Sep-2025 09:25        SmallSmall About Contact  Quote this Post!
x 0   x 0  Alert Admin	Watching.......... This one considered under perform when compare to HL Asia
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lifeisgood Supreme	02-Sep-2025 21:57        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	Would share price pull aggressively away from the scrip dividend price of $1.45 ? tangsookiam1947      ( Date: 02-Sep-2025 21:48) Posted: how high can Boustead go? Centurion went from $0.40 to $1.75 to $1.80...
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tangsookiam1947 Master	02-Sep-2025 21:48        tangsookiam1947 About Contact  Quote this Post!
x 0   x 0  Alert Admin	how high can Boustead go? Centurion went from $0.40 to $1.75 to $1.80...
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John_Rambo Member	02-Sep-2025 20:34        John_Rambo About Contact  Quote this Post!
x 0   x 0  Alert Admin	Boustead reit is on!  https://www.businesstimes.com.sg/companies-markets/boustead-applies-behalf-uib-holdings-ipo-and-listing-reit-includes-its-assets
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lifeisgood Supreme	02-Sep-2025 10:04        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	Seems like slowly trending up, trying to encourage more scrip election for investors?
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lifeisgood Supreme	01-Sep-2025 08:50        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	CSE Global, another company that is quite big on scrip dividend, seems to be well liked by investors and analysts alike.  Hope that applies to Boustead also.
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tangsookiam1947 Master	31-Aug-2025 19:05        tangsookiam1947 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Boustead UIB Stake The Recurring Income Engine Boustead Projects 20 percent stake in Unified Industrial UIB gives shareholders exposure to a scalable capital light income stream Unlike property rental income which is tied to ownership UIB earns management fees from overseeing assets for institutional investors These fees are typically charged as a percentage of assets under management AUM making them highly recurring and predictable At launch UIB manages about S$4.7 billion in logistics and industrial properties across Singapore China and Japan At a standard 1 percent annual fee this translates to about S$47 million in recurring income for UIB Boustead 20 percent share amounts to roughly S$9 to 10 million a year If UIB scales to S$10 billion AUM recurring fees could reach S$100 million annually with Boustead share rising to about S$20 million At S$15 billion AUM Boustead cut could climb further to S$30 million For shareholders this is meaningful Boustead core profits today are around S$60 to 70 million A steady S$20 to 30 million contribution from UIB would lift recurring earnings by 30 to 40 percent without heavy new capital outlay. In short Boustead UIB stake is a hidden growth engine providing recurring income that scales with investor demand for industrial assets
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karuna18 Member	31-Aug-2025 18:23        karuna18 About Contact  Quote this Post!
x 0   x 0  Alert Admin	thank you for the comprehensive AGM report. tangsookiam1947      ( Date: 31-Aug-2025 17:52) Posted: Geospatial Division Mr Mano Sabnani noted that the Geospatial Division showed stronger margins and operating profit in FY2025 and is also the largest revenue contributor to the Group, with potential to expand its scale further. In view of this, Mr Sabnani asked whether management would consider a public listing of the business, which may give it greater visibility and a clearer identity. Mr Wong Fong Fui said that whilst the Geospatial business has grown over the past 29 years, it remains a long way off the required level of maturity to warrant considerations of a public listing. Another overriding factor is that any plans for a public listing will require the consent of the principal, Esri Inc. Mr Wong Fong Fui pointed out that one of the biggest problem the business faces is that not many people know and understand geospatial technology. The division has put in a lot of effort in educating and cultivating an awareness of the technology. Another problem it faces is acquiring and retaining talent &ndash the division has invested in building up and nurturing the necessary GIS talent, only to see many leave for its clients or IT companies. Nevertheless, it is making steady progress and there are further opportunities for growth given that GIS solutions are no longer seen as a niche product. Responding to Mr Sabnani&rsquo s query on the barriers to entry and the level of competition in the geospatial industry, Mr Wong Yu Loon said that while there are competitors, the Esri GIS solution employed by the Geospatial Division is comprehensive and of enterprise grade and puts the division in a unique position. Mr John Lim noted that staff turnover is an issue for the Geospatial Division and asked whether management has looked into giving salary increments and retention bonuses to reduce staff churn. Mr Wong Yu Loon said the staff turnover of 12.5% for the division is actually quite decent, far lower than the rates seen in IT companies. He added that the division has a sophisticated human resources policy that facilitates career progression, staff enablement and industry compensation benchmarking. He assured shareholders that the division has dedicated a lot of resources and effort toward maintaining staff morale. In view of the fact that Esri Indonesia and Esri Malaysia have done well, Mr John Lim asked on whether it would be possible for the Geospatial Division to expand to other Asean markets like Thailand and Vietnam. Mr Wong Yu Loon said there are currently no plans for expansion to other countries. As the distributorship agreements are territory based, it would not be possible to add new markets unless the division buys over other existing distributorships. Mr John Lim described his understanding of Geospatial revenues as being lumpy, with an initial revenue at the start of the contract and maintenance revenue flatlining after a few years, and asked whether the revenues are sustainable. Mr Wong Yu Loon said Geospatial revenues can be considered fairly stable, compared to those of the Real Estate Solutions and Energy Engineering divisions, and there is an expectation that Geospatial revenues will continue to grow every year. Referring to the Geospatial enterprise software, Mr Chia Seow Hwee asked in which markets it has been targeted and how much it can grow. Mr Wong Yu Loon said in the past, only GIS specialists would use the software. However, the pattern of use has changed and it has become a general-purpose tool that everyone should be able to make use of for managing location-based information. As it is no longer confined to GIS specialists, growth will be spurred by greater adoption of the software &ndash currently, the biggest pool of users are field workers using the software on their mobile devices.
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tangsookiam1947 Master	31-Aug-2025 17:52        tangsookiam1947 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Geospatial Division Mr Mano Sabnani noted that the Geospatial Division showed stronger margins and operating profit in FY2025 and is also the largest revenue contributor to the Group, with potential to expand its scale further. In view of this, Mr Sabnani asked whether management would consider a public listing of the business, which may give it greater visibility and a clearer identity. Mr Wong Fong Fui said that whilst the Geospatial business has grown over the past 29 years, it remains a long way off the required level of maturity to warrant considerations of a public listing. Another overriding factor is that any plans for a public listing will require the consent of the principal, Esri Inc. Mr Wong Fong Fui pointed out that one of the biggest problem the business faces is that not many people know and understand geospatial technology. The division has put in a lot of effort in educating and cultivating an awareness of the technology. Another problem it faces is acquiring and retaining talent &ndash the division has invested in building up and nurturing the necessary GIS talent, only to see many leave for its clients or IT companies. Nevertheless, it is making steady progress and there are further opportunities for growth given that GIS solutions are no longer seen as a niche product. Responding to Mr Sabnani&rsquo s query on the barriers to entry and the level of competition in the geospatial industry, Mr Wong Yu Loon said that while there are competitors, the Esri GIS solution employed by the Geospatial Division is comprehensive and of enterprise grade and puts the division in a unique position. Mr John Lim noted that staff turnover is an issue for the Geospatial Division and asked whether management has looked into giving salary increments and retention bonuses to reduce staff churn. Mr Wong Yu Loon said the staff turnover of 12.5% for the division is actually quite decent, far lower than the rates seen in IT companies. He added that the division has a sophisticated human resources policy that facilitates career progression, staff enablement and industry compensation benchmarking. He assured shareholders that the division has dedicated a lot of resources and effort toward maintaining staff morale. In view of the fact that Esri Indonesia and Esri Malaysia have done well, Mr John Lim asked on whether it would be possible for the Geospatial Division to expand to other Asean markets like Thailand and Vietnam. Mr Wong Yu Loon said there are currently no plans for expansion to other countries. As the distributorship agreements are territory based, it would not be possible to add new markets unless the division buys over other existing distributorships. Mr John Lim described his understanding of Geospatial revenues as being lumpy, with an initial revenue at the start of the contract and maintenance revenue flatlining after a few years, and asked whether the revenues are sustainable. Mr Wong Yu Loon said Geospatial revenues can be considered fairly stable, compared to those of the Real Estate Solutions and Energy Engineering divisions, and there is an expectation that Geospatial revenues will continue to grow every year. Referring to the Geospatial enterprise software, Mr Chia Seow Hwee asked in which markets it has been targeted and how much it can grow. Mr Wong Yu Loon said in the past, only GIS specialists would use the software. However, the pattern of use has changed and it has become a general-purpose tool that everyone should be able to make use of for managing location-based information. As it is no longer confined to GIS specialists, growth will be spurred by greater adoption of the software &ndash currently, the biggest pool of users are field workers using the software on their mobile devices.
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karuna18 Member	31-Aug-2025 14:12        karuna18 About Contact  Quote this Post!
x 0   x 0  Alert Admin	you write like you are the public relation of BOUSTEAD. your points were raised at the last AGM. you did not write 1 ssh raised of the high emplyee turnover rate in BOUSTEAD due to low pay causing a lost of experienced talent to competitors. tangsookiam1947      ( Date: 30-Aug-2025 16:27) Posted: Dividend Policy As a long time shareholder, Mr Hoe Kok Weng observed that the share price of the Company has been weak over the past few years, only spiking in the recent two weeks. He is of the view that the Company is undervalued and suggested that the Company pay better dividends under a clear dividend policy, which may help the share price appreciate. Mr Wong Fong Fui noted that the subject of dividend policy has been brought up by many shareholders. He explained however that the lumpy nature of the revenues from the Real Estate Solutions and Energy Engineering divisions makes it difficult for the Company to commit to a fixed dividend policy. Unlike the Geospatial Division which has fairly stable revenues, revenues of the Real Estate Solutions Division is dependent on the timing of projects and it also has to retain cash reserves for new projects. Nevertheless, the Company has been endeavouring to pay out up to 50% of net profit each year, subject to capital spending or other needs. Mr Wong Fong Fui assured shareholders that the Company has a strong track record of consistently paying dividends, with special dividends from time to time. Responding to Mr John Lim&rsquo s query on why the Company is paying higher dividends in FY2025, Mr Wong Fong Fui explained that the Company has remained cash rich and has plans to recycle capital in its business, and management is comfortable with the cash outlay required for the total dividend of 7.5 cents per share in FY2025.
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Alignment Elite	31-Aug-2025 10:58        Alignment About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	For businesses with lumpy cashflows, it makes sense that dividends are also lumpy. Taking a step back, the fundamental purpose of finance is to move money to those who can best use it to deliver a high return on investment. Companies should keep cash within the company for reinvestment if they believe they can deploy it to achieve returns higher than shareholders could by themselves. If they cannot, they should give the money back to shareholders subject to keeping some in hand for a rainy day. That is why all these companies on SGX with massive cash balances are very badly run - they have no use for the cash but are not returning it to shareholders either.
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tangsookiam1947 Master	30-Aug-2025 16:27        tangsookiam1947 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Dividend Policy As a long time shareholder, Mr Hoe Kok Weng observed that the share price of the Company has been weak over the past few years, only spiking in the recent two weeks. He is of the view that the Company is undervalued and suggested that the Company pay better dividends under a clear dividend policy, which may help the share price appreciate. Mr Wong Fong Fui noted that the subject of dividend policy has been brought up by many shareholders. He explained however that the lumpy nature of the revenues from the Real Estate Solutions and Energy Engineering divisions makes it difficult for the Company to commit to a fixed dividend policy. Unlike the Geospatial Division which has fairly stable revenues, revenues of the Real Estate Solutions Division is dependent on the timing of projects and it also has to retain cash reserves for new projects. Nevertheless, the Company has been endeavouring to pay out up to 50% of net profit each year, subject to capital spending or other needs. Mr Wong Fong Fui assured shareholders that the Company has a strong track record of consistently paying dividends, with special dividends from time to time. Responding to Mr John Lim&rsquo s query on why the Company is paying higher dividends in FY2025, Mr Wong Fong Fui explained that the Company has remained cash rich and has plans to recycle capital in its business, and management is comfortable with the cash outlay required for the total dividend of 7.5 cents per share in FY2025.
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karuna18 Member	30-Aug-2025 10:23        karuna18 About Contact  Quote this Post!
x 0   x 0  Alert Admin	when asked to implement a dvd policy like many good companies    with minority ssh interest at heart do, the reply was the business model is such that the profits are in lumps..... WHAT IS THE PROBLEM WHEN YOU HAVE SO MUCH CASH....bad years then take some cash out n good years put more in...ssh then can expect what is the fwd dvd for the year
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karuna18 Member	30-Aug-2025 10:08        karuna18 About Contact  Quote this Post!
x 0   x 0  Alert Admin	what is the use of passing a resolution for scrip shares dvd when the company does not support the share price above the scrip share price when it has hordes of cash in its kitty sitting around for years n when doomsday is ahead when market crashes...... all said it is a stingy stock languishing at 1.00sgd for years until this May. lifeisgood      ( Date: 30-Aug-2025 09:55) Posted: Have to wait for the next catalyst for it to move up. Luckily dividend yield is ok, can tahan a bit. karuna18      ( Date: 30-Aug-2025 09:51) Posted: Boustead has been a dull n stale stock for many years ,other than its miserly dvd compared to its profits
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lifeisgood Supreme	30-Aug-2025 09:55        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	Have to wait for the next catalyst for it to move up. Luckily dividend yield is ok, can tahan a bit. karuna18      ( Date: 30-Aug-2025 09:51) Posted: Boustead has been a dull n stale stock for many years ,other than its miserly dvd compared to its profits  lifeisgood      ( Date: 29-Aug-2025 21:56) Posted: very disappointed with the share price performance
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