| Latest Forum Topics / Raffles Edu Last:0.124 -- |
 Post Reply
|
|
A Few Good Men
|
|||||
|
treetops
Elite |
02-Feb-2026 09:09
Yells: "Moments Today, Memories Tomorrow!" |
||||
|
x 0
x 0 Alert Admin |
When the Chinese government repossesses land&mdash typically for urban planning, development, or public interest&mdash compensation is generally paid to the rights holder. However, because all land in China is technically owned by the State or collectives, this compensation is for the loss of land-use rights and structures, not the land itself. Here is a breakdown of how it works: Key Points on Land Repossession & Compensation What is Paid For: Compensation covers the private property lost, including buildings, structures, moving expenses, and resettlement subsidies.
|
||||
| Useful To Me Not Useful To Me | |||||
|
Jiyaji
Senior |
02-Feb-2026 09:02
|
||||
|
x 0
x 0 Alert Admin |
Good morning, Seems more people need to hear from you. Stock down 4% on opening 
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
QueenMaya
Senior |
31-Jan-2026 17:54
|
||||
|
x 0
x 1 Alert Admin |
I was in Jakarta recently and the way the locals were
talking about how good the raffles school there made me proud of this
being a strong Singapore brand. I hear alot more plan for expansion
In Indonesia. Even Peter Lim is invested in that market now for education.
|
||||
| Useful To Me Not Useful To Me | |||||
|
Barcalo
Master |
31-Jan-2026 11:19
|
||||
|
x 0
x 1 Alert Admin |
Remember recently the Knee-jerk effect of selling? 😂 😂 😂 | ||||
| Useful To Me Not Useful To Me | |||||
|
piscesmonkey
Supreme |
31-Jan-2026 11:05
|
||||
|
x 0
x 1 Alert Admin |
Too low ball. Maybe those bondholders selling
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
shk363
Elite |
31-Jan-2026 10:41
|
||||
|
x 0
x 1 Alert Admin |
buyon dips | ||||
| Useful To Me Not Useful To Me | |||||
|
Huatzaibi
Member |
31-Jan-2026 10:17
|
||||
|
x 0
x 0 Alert Admin |
Scary your lj head.
|
||||
| Useful To Me Not Useful To Me | |||||
|
Newbie85
Veteran |
31-Jan-2026 09:07
|
||||
|
x 0
x 1 Alert Admin |
Told
You all. SCARY
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
treetops
Elite |
30-Jan-2026 17:45
Yells: "Moments Today, Memories Tomorrow!" |
||||
|
x 0
x 0 Alert Admin |
Too much issues new shares to bondholders at $0.065
|
||||
| Useful To Me Not Useful To Me | |||||
|
piscesmonkey
Supreme |
30-Jan-2026 17:14
|
||||
|
x 0
x 1 Alert Admin |
Wait for 133 now | ||||
| Useful To Me Not Useful To Me | |||||
|
treetops
Elite |
30-Jan-2026 14:04
Yells: "Moments Today, Memories Tomorrow!" |
||||
|
x 0
x 1 Alert Admin |
Sell on news. Better stay clear first, still got alot $0.065 shares to convert to cash out. |
||||
| Useful To Me Not Useful To Me | |||||
|
PQTPQK
Supreme |
30-Jan-2026 13:23
|
||||
|
x 0
x 1 Alert Admin |
should go up later.... ?
|
||||
| Useful To Me Not Useful To Me | |||||
|
|
|||||
|
Neutral_Guy
Senior |
30-Jan-2026 13:21
|
||||
|
x 0
x 1 Alert Admin |
Ok. I take a break from this chat. I will let this stock rises naturally. Have a great time trading here. | ||||
| Useful To Me Not Useful To Me | |||||
|
shk363
Elite |
30-Jan-2026 11:49
|
||||
|
x 0
x 0 Alert Admin |
no wonder rise up so much lately
|
||||
| Useful To Me Not Useful To Me | |||||
|
Huatzaibi
Member |
30-Jan-2026 11:27
|
||||
|
x 0
x 0 Alert Admin |
https://sginvestorsedge.com/raffles-educations-china-land-acquisition-unlocks-liquidity-after-years-of-value-being-trapped/?fbclid=IwdGRjcAPpAFVjbGNrA-kAT2V4dG4DYWVtAjExAHNydGMGYXBwX2lkDDM1MDY4NTUzMTcyOAABHhre5A2r6e5FlDxwuaty22whX6YUhj_f6AkfqJjzEtNI99Udqea-1PBiCndx_aem_bNK-57-offI4-R1wRZ9T1w | ||||
| Useful To Me Not Useful To Me | |||||
|
QueenMaya
Senior |
30-Jan-2026 11:15
|
||||
|
x 0
x 0 Alert Admin |
Raffles Education?s China land acquisition unlocks liquidity after years of value being trapped
Ven Sreenivasan
/
Investors Edge 30 Jan 2026 11:06am
Raffles Education has lived for years with a familiar problem in China: assets that look valuable on paper, yet remain stubbornly illiquid in practice.
The proposed government acquisition of its Langfang land may not deliver an immediate windfall, but it does something more important.
It introduces an exit where none previously existed.
That distinction matters.
The asset
The group has disclosed that local authorities in Langfang intend to re-possess approximately 499 mu of land owned by a Raffles Education subsidiary under China?s Land Administration Law.
Compensation terms have yet to be finalised, and management has been careful not to guide expectations prematurely.
The land carries a book value of about RMB 639 million, or roughly S$114 million.
Item Detail
Land size 499 mu
Location Langfang, Hebei
Book value RMB 639m
Compensation Pending
Status Government acquisition process
Price vs. progress
Despite the strategic significance of the announcement, Raffles Education shares have traded lower from the open in recent sessions, slipping back after an earlier advance.
That reaction may look counter-intuitive. It is not unusual.
Short-term price action often reflects positioning rather than fundamentals, particularly in small-cap stocks that have already rebounded sharply from depressed levels.
With no compensation figure or completion timeline yet in hand, some investors have opted to lock in gains rather than wait.
The market?s impatience does not negate the underlying shift.
Liquidity is the story
In today?s China property market, valuation debates are secondary. Liquidity is the binding constraint.
High transaction taxes, policy uncertainty and thin private demand have made large land parcels difficult to monetise, regardless of book value.
Against that backdrop, a government-led acquisition offers something rare: certainty of process.
Even if compensation ultimately comes in below book, the ability to convert a dormant asset into cash carries real economic value.
It reduces balance-sheet drag, lowers strategic friction and restores flexibility.
Capital, redeployed
The strategic logic does not stop at monetisation.
Any net cash realised strengthens Raffles Education?s capacity to redeploy capital into markets where demographics and policy frameworks are more supportive of growth.
Southeast Asia, where the group has been expanding its education footprint, offers clearer demand visibility than China?s structurally challenged property sector.
This is less about extracting maximum value from land, and more about reallocating capital to where it can earn a return.
Why it matters
The recent share price softness reflects timing, not thesis failure.
Markets tend to discount outcomes only when numbers are fixed and timelines are clear.
Until then, uncertainty creates volatility.
What has changed is direction.
A long-standing asset overhang is finally moving.
The balance sheet is becoming more intelligible. Optionality is returning.
The bottom line
This is not a dramatic transaction. It is a necessary one.
Raffles Education is trading short-term price weakness for long-term strategic clarity.
In a market where waiting has carried a cost, execution matters more than optics.
When compensation terms eventually crystallise, the narrative is likely to shift again.
For now, the gap between price action and balance-sheet progress says more about investor behaviour than about the quality of the decision.
That gap is precisely where opportunity tends to form.
Disclaimer: Investors Edge is a journalistic site which aims to inform and engage, not to tell you what to buy or sell. Always do your due diligence, understand the risks involved, and seek professional advice where needed.
|
||||
| Useful To Me Not Useful To Me | |||||
|
Joelton
Supreme |
30-Jan-2026 11:08
|
||||
|
x 0
x 0 Alert Admin |
Raffles Edu: GOVERNMENT ACQUISITION OF THE GROUP' S LAND in China
The board of directors (the &ldquo Board&rdquo or the &ldquo Directors&rdquo ) of Raffles Education Limited (the &ldquo Company&rdquo , and together with its subsidiaries, the &ldquo Group&rdquo ) wishes to announce that the Company&rsquo s subsidiary, Langfang Hezhong Education Consulting Co., Ltd. (formerly known as Langfang Hezhong Real Estate Development Co., Ltd.) (&ldquo Hezhong&rdquo ) has received a notice (the &ldquo Notice&ldquo ) from the Langfang Economic and Technological Development Zone Natural Resources and Planning Bureau (&ldquo Langfang Planning Bureau&rdquo ) that in accordance with Article 58(1) of the Land Administration Law of the People&rsquo s Republic of China and in order to implement the urban planning needs of Langfang Development Zone and to promote urban development and construction, the government shall implement the re-possession of its land located on both sides of Li Siguang Road, Gu' an County, Langfang City, Hebei Province with an area of approximately 499 mu (the &ldquo Land&rdquo ) (the &ldquo Proposed Government Acquisition&rdquo ).
The Board has been informed by Hezhong that Hezhong had, on 27 January 2026, responded to theNotice stating that they would cooperate earnestly in accordance with Chinese laws and regulations and that they stand ready to engage with the Langfang Planning Bureau regarding the specific details of the Proposed Government Acquisition. The Notice does not set out the terms, conditions or other material details of the Proposed Government Acquisition, and Hezhong has indicated that it will engage with the Langfang Planning Bureau.
As at the date of this announcement, the Group has not received any further details from the Langfang Planning Bureau and is therefore unable at this time to assess and disclose the impact of the Proposed Government Acquisition on the Group. Based on the latest audited financial statements of the Group for the financial year ended 30 June 2025, the book value of the Land as at 30 June 2025 was RMB 639,225,229 (equivalent to S$ 113,783,369).
|
||||
| Useful To Me Not Useful To Me | |||||
|
Neutral_Guy
Senior |
30-Jan-2026 10:49
|
||||
|
x 0
x 0 Alert Admin |
I think you guys must know that when the share price is $0.04 to $0.05 range, the owner loan money to help the company. So it is totally right with this Bonds. Else who will want to take such a risk. They are committed to make this business a success. If they just want to make quick money on the shares, they could have bought at $0.05 period. And make more money this way and much quicker. Please look at a bigger picture. My own thots. | ||||
| Useful To Me Not Useful To Me | |||||
|
treetops
Elite |
30-Jan-2026 10:23
Yells: "Moments Today, Memories Tomorrow!" |
||||
|
x 0
x 0 Alert Admin |
Keep issuing New Shares following conversion of Bonds. Those at $0.065. Alot people seem to sell it off for quick profit. |
||||
| Useful To Me Not Useful To Me | |||||
|
treetops
Elite |
30-Jan-2026 10:16
Yells: "Moments Today, Memories Tomorrow!" |
||||
|
x 0
x 0 Alert Admin |
Heading downward again... | ||||
| Useful To Me Not Useful To Me | |||||