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Banyan Tree - A takeover target? Post Reply Rate topic
lifeisgood Supreme	02-Mar-2016 09:55        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	I have managed to buy Banyan Trees at very low prices. I am therefore forward looking. To me, there are a lot more good things to come in the future.
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lifeisgood Supreme	02-Mar-2016 09:37        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	In the latest corporate restructuring exercise, the organisation structure has been signifcantly flattened to allow for more rapid and flexible decision making, rather than the " Central" HQ decision making in the past. It is taking a leaf out of Guocoleisure (GL) playbook. The hotels are run on an autonomous manner by individual hotel management. It resulted in a huge boost of profitability and customer satisfactions.   I am vested in both.
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vivivava Veteran	02-Mar-2016 09:22        vivivava About Contact  Quote this Post!
x 0   x 0  Alert Admin	this co doesnt grow.   seems to be only growing the brand name and footprint.   doesnt translate to SH value at all? their bizmodel need a maj refresh.   When u try to engage them, they say can' t look at SP , must look at longterm.   They take too long to create a product and that product suck up too much capital, time n effort to create because they ne to build infrastruture.   Every few years affected by calamity (unpredictable), then div get cut or disappear.   They try create a investment property to sell, not taking off in a big way because as we know property is abt location location location.   Their is always secluded with   no/basic infrastucture targetting the super rich only IPO since 2006, 10 yrs.   Look at their performance?   Other than footprint, i think nothing much to shout about. Whys are Qataris still hanging on?
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lifeisgood Supreme	01-Mar-2016 12:01        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	His children were trained from the ground up. At least there is proper grooming for the next gen of leaders within the company. And I understand HKP and his wife has very good 家 教 for their children. I have absolutely no issue with them taking over running of the company, and I believe it will be in good hands. I believe they will make good next gen leaders for this Asian gem. I am vested and will buy more shares of this company on weakness.  vivivava      ( Date: 01-Mar-2016 11:34) Posted: need a bit of a refresh.... But more interested in family dynasty with son and daughter now in co as well
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lifeisgood Supreme	01-Mar-2016 11:46        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	In yesterday SGX announcement, Ho Kwong Ping bought more than 3 million shares over the last 2 days. At least he is showing support in a very depressed market. There is a lot of intangible in the brand equity of Banyan Trees. He is expanding the network rapidly. And he has made some big impairment provisions. Maybe prepping it for a trade sale.   In any case, I applaud him for chopping some overpaid ang mohs managers. And reducing the work force by more than 10%. Cleaning house.
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vivivava Veteran	01-Mar-2016 11:36        vivivava About Contact  Quote this Post!
x 0   x 0  Alert Admin	possibly another tigerair lifeisgood      ( Date: 29-Feb-2016 10:21) Posted: Last Friday volume surged to almost 3 million shares, and today big buyers showing huge bid. After building very strong brand equity for many years, is Banyan Trees ripe for takeover? Are the Thais interested?
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vivivava Veteran	01-Mar-2016 11:34        vivivava About Contact  Quote this Post!
x 0   x 0  Alert Admin	need a bit of a refresh.... But more interested in family dynasty with son and daughter now in co as well
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decentvi Member	01-Mar-2016 11:00        decentvi About Contact  Quote this Post!
x 0   x 0  Alert Admin	lots of properties are not doing well, sinking in terms of profit.
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vivivava Veteran	01-Mar-2016 09:14        vivivava About Contact  Quote this Post!
x 0   x 0  Alert Admin	ipo at 1.2 i think.   how much will they offer 55c?
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lifeisgood Supreme	29-Feb-2016 11:10        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	A few weeks ago, Ho Kwon Ping apparently put up strong bids of a few million shares at $0.40, but managed to buy roughly less than 1 million shares. So who is buying now at $0.47?
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lifeisgood Supreme	29-Feb-2016 10:21        lifeisgood About Contact  Quote this Post!
x 0   x 0  Alert Admin	Last Friday volume surged to almost 3 million shares, and today big buyers showing huge bid. After building very strong brand equity for many years, is Banyan Trees ripe for takeover? Are the Thais interested?
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