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EAGLE Hosp Reit US$ @$0.780 cents Post Reply Rate topic
RickyCheng Member	04-Nov-2019 09:58        RickyCheng About Contact  Quote this Post!
x 0   x 0  Alert Admin	Me queueing for 0.495cts.  Either today or tomorrow will hit jackpot.
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danger Supreme	04-Nov-2019 09:32        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	goldlfinger sorry i go huat first at 50.5 .. you wait for your below 50c to average again bah Goldfinger      ( Date: 04-Nov-2019 09:19) Posted: Not really - not serious buying yet.  My serious buying zone will be below 50 cents.  I will accumulate several hundred lots, once I think the selling is done.  You cannot see the size of your fish bowl and compared to others with a larger tank. danger      ( Date: 04-Nov-2019 09:14) Posted: goldfinger how many times you bought already ?  big loss seah where is laksaman
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laksaman57 Supreme	04-Nov-2019 09:23        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	No money liao 😣 danger      ( Date: 04-Nov-2019 09:14) Posted: goldfinger how many times you bought already ?  big loss seah where is laksaman
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danger Supreme	04-Nov-2019 09:19        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	i help you support first at 50.5
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Goldfinger Supreme	04-Nov-2019 09:19        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	Not really - not serious buying yet.  My serious buying zone will be below 50 cents.  I will accumulate several hundred lots, once I think the selling is done.  You cannot see the size of your fish bowl and compared to others with a larger tank. danger      ( Date: 04-Nov-2019 09:14) Posted: goldfinger how many times you bought already ?  big loss seah where is laksaman
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danger Supreme	04-Nov-2019 09:14        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	goldfinger how many times you bought already ?  big loss seah where is laksaman
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Goldfinger Supreme	04-Nov-2019 09:03        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	HIt my buy zone again.  Let me now queue, hmmmm.  Frankly, no guts, do not play the market. Hahaha.  I bought like 300,000 Genting at 40 cents, when it was crashing with the UK casino losses. Dumped at a 6-bagger after RWS launched.  Made like half a million.  This is peanut.  Heeeheee. danger      ( Date: 04-Nov-2019 08:59) Posted: all the longists got butchered
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danger Supreme	04-Nov-2019 08:59        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	all the longists got butchered
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Goldfinger Supreme	04-Nov-2019 07:40        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	Hahah - true and this is just a stock. Don?t like it - just sell and move on. danger      ( Date: 04-Nov-2019 07:16) Posted: FORGET ABOUT EAGLE FIRST... CONCENTRATED ON SAUDI ARAMCO WORLD ' S BIGGEST IPO , SEMBCORP AND RENEWABLE ENERGY
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danger Supreme	04-Nov-2019 07:16        danger About Contact  Quote this Post! Style: Combined   Mood:
x 0   x 0  Alert Admin	FORGET ABOUT EAGLE FIRST... CONCENTRATED ON SAUDI ARAMCO WORLD ' S BIGGEST IPO , SEMBCORP AND RENEWABLE ENERGY
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Goldfinger Supreme	04-Nov-2019 07:06        Goldfinger About Contact  Quote this Post!
x 1   x 0  Alert Admin	Apologies - you mean people still read and believe after the first report? I would be skeptical a tad
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investshare Supreme	04-Nov-2019 06:46        investshare About Contact  Quote this Post!
x 0   x 0  Alert Admin	Read latest Edge.. just as I worry.. investshare      ( Date: 28-Oct-2019 15:26) Posted: But based on their track record on the sinking ship, are we sure that these hotels would not come with surprises too? Will they need big dollar overhaul etc? CheeryVGoh      ( Date: 28-Oct-2019 15:16) Posted: WELL-LOCATED TO CAPTURE GROWTH IN TOP-TIER CITIES &bull Hotels located in established MSAs. About 57% of EHT&rsquo s hotel rooms are located in the top 10 MSAs in the US, and 95% in the top-30 MSAs. This is higher than the average of 50.1% and 76.4% respectively for US lodging REITs. These established cities boast strong economies and sustained growth, giving EHT&rsquo s portfolio good RevPAR growth potential. &bull MSAs are dynamic cities with greater affluence and higher population density. These MSAs are also expected to register higher GDP growth projected at a weighted 3.1% over the next five years. The strong growth is expected to boost future lodging demand and drive RevPAR growth (average for the US: 2.3%). &bull Close proximity to diverse demand generators. EHT&rsquo s hotels are situated close to large corporate offices, popular tourist and leisure hotspots, and major airports serving as major airline hubs. About 47.5% of EHT&rsquo s rooms are located close to corporate headquarters, technology parks and universities while another 39.5% are located near amusement parks and leisure landmarks. The remaining 13% are close to international airports with high passenger traffic. The diverse demand generators provide income diversity and stability. Guests at the 18 hotels are evenly split between corporate (49%) and leisure (51%), giving EHT a well-balanced guest profile. &bull Primarily freehold hotel portfolio. 17 of EHT&rsquo s 18 hotels are freehold properties, accounting for 87% of total portfolio by valuation. The Queen Mary Long Beach is the only non-freehold asset in the portfolio, which has a long balance lease tenure of 63 years and is on a triple-net lease.
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jamesng Master	04-Nov-2019 01:52        jamesng About Contact  Quote this Post!
x 0   x 0  Alert Admin	How come the report did not state when ASAP acquire the hotels but only purchase at what price? They should do it so that we can analyse properly....wonder why???? CheeryVGoh      ( Date: 03-Nov-2019 16:30) Posted: See the profit margin of ASAP :- " These hotels are: Sheraton Denver Tech Center, Crowne Plaza Dallas Near Galleria-Addison, Hilton Houston Galleria Area, Hilton Atlanta Northeast, Renaissance Woodbridge and Doubletree by Hilton Salt Lake City. Crowne Plaza Dallas was purchased by ASAP for US$27.6 million ($37.4 million) and sold the hotel into EHT for US$50.7 million. Its adopted valuation in the REIT is US$57.8 million. ASAP acquired Renaissance Woodbridge for US$30 million and sold the property into EHT for US$67.1 million the valuation adopted in the REIT is US$76.6 million.   ASAP acquired Doubletree by Hilton Salt Lake City in 2017 for US$31.38 million, the REIT acquired it for US$53.4 million at IPO and its valuation in the REIT is US$60.9 million." Dusktilldawn      ( Date: 03-Nov-2019 16:18) Posted: --- Post Removed by User ---
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CheeryVGoh Supreme	03-Nov-2019 23:42        CheeryVGoh About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Opportunist offloading assets (Queen Mary is one) that they do not want.  QM is not a new problem at all. Hmm, next generation may ask why Papa / Mama  or AhGong / Ahma chose such a share if the value never recover and plunge further...........?    Let hope things get better soon !      RickyCheng      ( Date: 03-Nov-2019 21:55) Posted: Another fiasco like sabana reit in 2017 whereby 2 valuers priced one intended porperty purchase exactly the same? Queried in egm and acted 'mat boloh' citing confidentiality and the craps. I attended the egm witnessing how the chairman and ceo were 'interrogated'. The highly paid ceo were ramned left right and eventually resigned. Which prompted sgx (snail action though) to address this issue with latest development - https://sbr.com.sg/commercial-property/news/sgx-regco-sisv-enhance-standard-valuations-real-estate. Pity those who bought chunks if it at ipo price. Hold it for the next gen, like 1 poster mentioned, is one option though. :-)
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laksaman57 Supreme	03-Nov-2019 23:10        laksaman57 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Good riddance to ex-CEO and Vibrant Grp 👋 RickyCheng      ( Date: 03-Nov-2019 21:55) Posted: Another fiasco like sabana reit in 2017 whereby 2 valuers priced one intended porperty purchase exactly the same? Queried in egm and acted 'mat boloh' citing confidentiality and the craps. I attended the egm witnessing how the chairman and ceo were 'interrogated'. The highly paid ceo were ramned left right and eventually resigned. Which prompted sgx (snail action though) to address this issue with latest development - https://sbr.com.sg/commercial-property/news/sgx-regco-sisv-enhance-standard-valuations-real-estate. Pity those who bought chunks if it at ipo price. Hold it for the next gen, like 1 poster mentioned, is one option though. :-)
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raptor87 Member	03-Nov-2019 22:55        raptor87 About Contact  Quote this Post!
x 0   x 0  Alert Admin	You mean 2 indepedent valuers colluded?  RickyCheng      ( Date: 03-Nov-2019 21:55) Posted: Another fiasco like sabana reit in 2017 whereby 2 valuers priced one intended porperty purchase exactly the same? Queried in egm and acted 'mat boloh' citing confidentiality and the craps. I attended the egm witnessing how the chairman and ceo were 'interrogated'. The highly paid ceo were ramned left right and eventually resigned. Which prompted sgx (snail action though) to address this issue with latest development - https://sbr.com.sg/commercial-property/news/sgx-regco-sisv-enhance-standard-valuations-real-estate. Pity those who bought chunks if it at ipo price. Hold it for the next gen, like 1 poster mentioned, is one option though. :-)
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CheeryVGoh Supreme	03-Nov-2019 22:09        CheeryVGoh About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	KGI REPORT. https://www.kgieworld.sg/securities/resources/ck/files/sg-report/Eagle%20Hospitality%20Trust%20(EAGLEHT)_Initiation%20OUTPERFORM_KGI%20Securities%2020191002.pdf
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RickyCheng Member	03-Nov-2019 21:55        RickyCheng About Contact  Quote this Post!
x 0   x 0  Alert Admin	Another fiasco like sabana reit in 2017 whereby 2 valuers priced one intended porperty purchase exactly the same? Queried in egm and acted 'mat boloh' citing confidentiality and the craps. I attended the egm witnessing how the chairman and ceo were 'interrogated'. The highly paid ceo were ramned left right and eventually resigned. Which prompted sgx (snail action though) to address this issue with latest development - https://sbr.com.sg/commercial-property/news/sgx-regco-sisv-enhance-standard-valuations-real-estate. Pity those who bought chunks if it at ipo price. Hold it for the next gen, like 1 poster mentioned, is one option though. :-)
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raptor87 Member	03-Nov-2019 21:51        raptor87 About Contact  Quote this Post!
x 1   x 0  Alert Admin	Sentiment will not recover so soon, but its an attractive price imo. The assets are real. While people may think the hotels may be " overvalued" , it was valued independently by Colliers. If investors doubt that, they should similarly doubt the valuation of other properties held by other REITs as well as it is the same companies which do the valuation. While the buildings may be a bit dated, can' t deny that their locations are pretty decent, especially those catered to corproate/business travellers, being close to the airpot and city centres. Capex to maintain them may even improve RevPAR going forward.
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CheeryVGoh Supreme	03-Nov-2019 21:46        CheeryVGoh About Contact  Quote this Post!   Mood:
x 0   x 0  Alert Admin	Interesting characters, let' s watch how the " STORY" unfolds  uk1234      ( Date: 03-Nov-2019 20:36) Posted: :) the plot thickens , for the Yuans :) So the story looks like this (my theory): the Yuans sold 6 hotels at double the price to EHT (from 1xxm to 2xxm), but EHT " forced" them to subscribe the IPO for 2xxm.  Effectively Yuans get paid in EHT shares for the 6 hotels.  EHT didn' t really pay anything, but get a high " book" value so can artificailly inflate the IPO price.  No wonder Yuans are selling like no tomorrow: whatever cash they can get from the shares, are the actual cash proceeds for their hotels.  So their floor is 50%, 39c.  Yuans are not the sponsor neither the manager, they have no interest in the reit. They just want to get the cash.  The pice collapse not his problem.  Anything above 40c doable.  For the REIT price, valuation at 50% price to " book" start to look correct since book is inflated.  Give it another 20% discount for weak sponsor (hotel reit dun get 100% price to book, 80% to 90% only). Looks like the fair price floor is reaching. (Shame to Colliers and HVS who " value" them at whatever price UC asked) Guys, relax, it' s quite fun to watch this.  I' m vested at 55c for quite a big size and I' m not worried.  The hotels are real, revenues are real, and we are not far from fair value.  At 50c I will add some more.    (btw I read somewhere the other 12 hotels Yuans " advise" UC at the acquisition only, not UC buy from the Yuans.  Can someone with deeper info check this ? )
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