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uncle168 Member	17-May-2023 16:44        uncle168 About Contact  Quote this Post!
x 0   x 0  Alert Admin	yanlord got 29 sharholders with 1m shares or more holding 93.41%. because the chairman already hold 71% nobody can do hostile takeover. it is exactly like ho bee the boss also 70% control. sooner or later they will delist as the company is generating tons of cash from collecting rental. both are trading at less than 10x PE meaning less than 10 years can earn back the cost of acquiring the company. they only need to buy back 30% so even less time to earn back the acquisition cost. using yanlord nav it is worth S$6.76B not S$1.6B. keekeekee
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uncle168 Member	17-May-2023 16:31        uncle168 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Tanjong Pagar site up for en bloc sale again at unchanged S$216 million reserve price https://www.businesstimes.com.sg/property/tanjong-pagar-site-en-bloc-sale-again-unchanged-s216-million-reserve-price The 999-year leasehold site was first offered for collective sale on Jan 19. However, the tender closed with no bids on Mar 22. strangely yanlord didn' t bid for this freehold site, maybe can only build up to 5-6 stories, very near its 79 anson road. can buy and keep no absd, relocate suntec office to this freehold one. keekeekee
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Sgvale Supreme	17-May-2023 16:07        Sgvale About Contact  Quote this Post!
x 0   x 0  Alert Admin	Properties in China is in lelong sales but still many stay sideline
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tonytony Veteran	17-May-2023 13:50        tonytony About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hi XFX , understand you are an investor of YL . Can I have your opinion , is it good level to buy now , thanks . XiaoFeiXia      ( Date: 16-May-2023 08:30) Posted: Don' t think there will be any privatisation.....As Yanlord had JUST answered all that NO intention or discussion on it going private. uncle168      ( Date: 15-May-2023 17:07) Posted: so basically i have been buying yanlord every month for the past 2 years and will continue to do so until the chairman takes it private. the only stocks worth buying now are the good old property stocks all trading way below nav. these are hard assets worth its weight in gold, a hedge against inflation with recurring rental income. my game now is to wait and see who has more patience, the chairman or me just like i waited for m1 privatisation by keppel. the wait may be long but the reward is sweet :D keekeekee
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tonytony Veteran	16-May-2023 13:04        tonytony About Contact  Quote this Post!
x 0   x 0  Alert Admin	I was contemplating to buy but now change my decision . No dividend and will not privatize , what is the catalyst to buy now ?
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vivacious Supreme	16-May-2023 11:33        vivacious About Contact  Quote this Post!
x 0   x 0  Alert Admin	gd price to enter? uncle168      ( Date: 16-May-2023 11:23) Posted: let' s wait and see keekeekee
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uncle168 Member	16-May-2023 11:23        uncle168 About Contact  Quote this Post!
x 0   x 0  Alert Admin	let' s wait and see keekeekee
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XiaoFeiXia Senior	16-May-2023 08:30        XiaoFeiXia About Contact  Quote this Post!
x 0   x 0  Alert Admin	Don' t think there will be any privatisation.....As Yanlord had JUST answered all that NO intention or discussion on it going private. uncle168      ( Date: 15-May-2023 17:07) Posted: so basically i have been buying yanlord every month for the past 2 years and will continue to do so until the chairman takes it private. the only stocks worth buying now are the good old property stocks all trading way below nav. these are hard assets worth its weight in gold, a hedge against inflation with recurring rental income. my game now is to wait and see who has more patience, the chairman or me just like i waited for m1 privatisation by keppel. the wait may be long but the reward is sweet :D keekeekee
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uncle168 Member	15-May-2023 17:07        uncle168 About Contact  Quote this Post!
x 0   x 0  Alert Admin	so basically i have been buying yanlord every month for the past 2 years and will continue to do so until the chairman takes it private. the only stocks worth buying now are the good old property stocks all trading way below nav. these are hard assets worth its weight in gold, a hedge against inflation with recurring rental income. my game now is to wait and see who has more patience, the chairman or me just like i waited for m1 privatisation by keppel. the wait may be long but the reward is sweet :D keekeekee
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uncle168 Member	15-May-2023 16:42        uncle168 About Contact  Quote this Post!
x 0   x 0  Alert Admin	the only way now to make big money on sgx now is bet on privatisation. all the companies are trying to get delisted as there are more and more rules adding to cost of compliance. these companies are usually trading as huge discount to nav and the controlling shareholder have more than 70% stake. they generate strong recurring cashflow, they don' t ask shareholders for money via rights issues and are mostly quiet and don' t make news headlines until they decide to take the company private. they are mostly family businesses hoping to pass on the wealth beyond the next generation perpetually. the rich nowadays prefer to stay out of the limelight and plan for the future, away from politics and prying eyes of regulators and minority shareholders. i expect to see many more privatisation even if the company act is changed as it makes more sense to pay a bit more to buyout the golden goose so its eggs are kept for the family own consumption rather than share with uncle 168. keekeekee
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uncle168 Member	15-May-2023 16:32        uncle168 About Contact  Quote this Post!
x 0   x 0  Alert Admin	UE BizHub CITY 207/205 River Valley Road & 81/A/B/83 Clemenceau Avenue left 859 years S$775m UE BizHub TOWER Yanlord unit receives URA&rsquo s nod to develop serviced apartments, offices, retail space in Anson Road https://www.businesstimes.com.sg/property/yanlord-unit-receives-uras-nod-develop-serviced-apartments-offices-retail-space-anson-road freehold S$484m land lease in china is generally shorter than singapore so these 2 property are the crown jewels keekeekee
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uncle168 Member	15-May-2023 16:24        uncle168 About Contact  Quote this Post!
x 0   x 0  Alert Admin	yanlord strategy now is to wait and see. selective landbank acquisition holding small stakes in joint venture and wait for the tide to rise again, " bad debts written-off for amount due from a joint venture and loss on withdrawal of Shenzhen Longgang District Bantian Redevelopment Project" this is the main reason why there was no dividend, i estimate the losses to be around S$100m. nothing writtten in the annual report nobody asked anything about this. i think it is trying to deleverage with the recurring rental income rather than paying it out as dividend. so for the next few years maybe no dividend :(
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tonytony Veteran	15-May-2023 16:22        tonytony About Contact  Quote this Post!
x 0   x 0  Alert Admin	2 valuable properties of UE , one is UE Square , the other one ? and which one in redevelopment ? uncle168      ( Date: 15-May-2023 15:39) Posted: it is likely this year. yanlord family has around 73% control, they need 17% more. yanlord has been trading below $2 since 2010 or 13 years ago. it is likely to get the 17% from the stale bulls for the past decade if the offer price is below $2 or 55% of nav. once the law is passed. it would have to get 90% out of the remaining 27% or 97.3% which would be tough for those whom brought around $3-4. yanlord is behaving like singapore land before it was eaten up by uic which now is renamed singapore land. this stock pays very low dividend as it aims to reinvest its retained earnings to grow its investment property portfolio similar to yanlord. for the past 10 years  singapore land nav has risen from 4.24 to 5.57 and yanlord from 2.27 to 3.50. i brought this stock hoping to collect dividend while waiting for privatisation, now no more dividend so a bit disappointed but the intrinsic value of the stock is still there, the 2 freehold property ue has is priceless.and 1 of them is being redeveloped into a mixed used commercial property in the cbd which can see further appreciation in value once completed. the wildcard is the china property development business which is facing headwind. but if you understand how chinese thinks, property prices in china can only go up as chinese are savers and they only buy hard assets like gold and property as they protect against inflation. once property prices rise again, like sheeps everyone will start buying property again. the current share price $0.845 is only 24% of nav and 40% of its cash per share of $2.07. i feel property stocks are trading at steep discounts to their nav as they don' t behave like reits that pays out almost all their earnings. what' s wrong with retaining earnings to grow the investment property portfolio so over time the nav of the company compound and grows rather than reits while they also grow but their nav remains largely the same as they issue new units and borrow to expand their property portfolio. like mlt nav for the past 10 years from 0.97 increase to 1.44 or an increase of 0.47 compared to yanlord increase of 1.23. keekeekee
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tonytony Veteran	15-May-2023 16:03        tonytony About Contact  Quote this Post!
x 0   x 0  Alert Admin	Have gone thru the financials ， should be good except the leverage , it is rather high . Interest costs are higher now . uncle168      ( Date: 15-May-2023 15:39) Posted: it is likely this year. yanlord family has around 73% control, they need 17% more. yanlord has been trading below $2 since 2010 or 13 years ago. it is likely to get the 17% from the stale bulls for the past decade if the offer price is below $2 or 55% of nav. once the law is passed. it would have to get 90% out of the remaining 27% or 97.3% which would be tough for those whom brought around $3-4. yanlord is behaving like singapore land before it was eaten up by uic which now is renamed singapore land. this stock pays very low dividend as it aims to reinvest its retained earnings to grow its investment property portfolio similar to yanlord. for the past 10 years  singapore land nav has risen from 4.24 to 5.57 and yanlord from 2.27 to 3.50. i brought this stock hoping to collect dividend while waiting for privatisation, now no more dividend so a bit disappointed but the intrinsic value of the stock is still there, the 2 freehold property ue has is priceless.and 1 of them is being redeveloped into a mixed used commercial property in the cbd which can see further appreciation in value once completed. the wildcard is the china property development business which is facing headwind. but if you understand how chinese thinks, property prices in china can only go up as chinese are savers and they only buy hard assets like gold and property as they protect against inflation. once property prices rise again, like sheeps everyone will start buying property again. the current share price $0.845 is only 24% of nav and 40% of its cash per share of $2.07. i feel property stocks are trading at steep discounts to their nav as they don' t behave like reits that pays out almost all their earnings. what' s wrong with retaining earnings to grow the investment property portfolio so over time the nav of the company compound and grows rather than reits while they also grow but their nav remains largely the same as they issue new units and borrow to expand their property portfolio. like mlt nav for the past 10 years from 0.97 increase to 1.44 or an increase of 0.47 compared to yanlord increase of 1.23. keekeekee
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uncle168 Member	15-May-2023 15:39        uncle168 About Contact  Quote this Post!
x 0   x 0  Alert Admin	it is likely this year. yanlord family has around 73% control, they need 17% more. yanlord has been trading below $2 since 2010 or 13 years ago. it is likely to get the 17% from the stale bulls for the past decade if the offer price is below $2 or 55% of nav. once the law is passed. it would have to get 90% out of the remaining 27% or 97.3% which would be tough for those whom brought around $3-4. yanlord is behaving like singapore land before it was eaten up by uic which now is renamed singapore land. this stock pays very low dividend as it aims to reinvest its retained earnings to grow its investment property portfolio similar to yanlord. for the past 10 years  singapore land nav has risen from 4.24 to 5.57 and yanlord from 2.27 to 3.50. i brought this stock hoping to collect dividend while waiting for privatisation, now no more dividend so a bit disappointed but the intrinsic value of the stock is still there, the 2 freehold property ue has is priceless.and 1 of them is being redeveloped into a mixed used commercial property in the cbd which can see further appreciation in value once completed. the wildcard is the china property development business which is facing headwind. but if you understand how chinese thinks, property prices in china can only go up as chinese are savers and they only buy hard assets like gold and property as they protect against inflation. once property prices rise again, like sheeps everyone will start buying property again. the current share price $0.845 is only 24% of nav and 40% of its cash per share of $2.07. i feel property stocks are trading at steep discounts to their nav as they don' t behave like reits that pays out almost all their earnings. what' s wrong with retaining earnings to grow the investment property portfolio so over time the nav of the company compound and grows rather than reits while they also grow but their nav remains largely the same as they issue new units and borrow to expand their property portfolio. like mlt nav for the past 10 years from 0.97 increase to 1.44 or an increase of 0.47 compared to yanlord increase of 1.23. keekeekee
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tonytony Veteran	14-May-2023 23:29        tonytony About Contact  Quote this Post!
x 0   x 0  Alert Admin	When will the company act change ! uncle168      ( Date: 14-May-2023 22:30) Posted: the risk is he can low ball $1.08 30% nav and succeed if he do it before the company act changes as he can set up a special purpose vehicle which he control and vote for the takeover bid. keekeekee
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uncle168 Member	14-May-2023 22:30        uncle168 About Contact  Quote this Post!
x 0   x 0  Alert Admin	the risk is he can low ball $1.08 30% nav and succeed if he do it before the company act changes as he can set up a special purpose vehicle which he control and vote for the takeover bid. keekeekee
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uncle168 Member	14-May-2023 22:23        uncle168 About Contact  Quote this Post!
x 0   x 0  Alert Admin	the chairman wants to put yanlord into his family trust so the shares cannot be sold by creditors if his decendents goes bankrupt because there is a chinese saying wealth will not last beyond 3 generations.
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uncle168 Member	14-May-2023 19:39        uncle168 About Contact  Quote this Post!
x 0   x 0  Alert Admin	they also had no intention of.taking ue private. ue has 2 freehold property worth s$1.3b. yanlord has recurring s$200m in rental income. its dividend payout ratio was only 20%. its retained earnimgs over the past decade has helped it amass a huge investment property portfolio. the chairman has received around s$1b in dividend every since it started payimg dividend. why did it stop paying dividend when the annual report states its has hundred of billioms of credit line from china banks? he will likely do it before the company act is changed to stop substaintial shareholders from voting on takeover bids. i'm beting $2.68 70% of nav. keekeekeee
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tonytony Veteran	14-May-2023 15:58        tonytony About Contact  Quote this Post!
x 0   x 0  Alert Admin	MGM just confirmed they did not discuss about privatization . So this is out .. uncle168      ( Date: 14-May-2023 13:47) Posted: waiting for privatisation by gic & chairman family trust. this stock makes 30 cents a year an now only 80+ cents keekeekee
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