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Query on Yanlord s long-term trend Post Reply Rate topic
Sinari Member	28-Sep-2017 09:40        Sinari About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	There have been share buybacks on 25, 26 and 27 Sep, annouced in SGX. Yanlord has regain its pre-UEL territories supported by daily huge volumes. Seem like Yanlord knows that the next quarter results (due in Nov) will be good. That' s why they are buying back shares while it is still " cheap" . MichaelSchenker      ( Date: 22-Sep-2017 09:05) Posted: Will it turn out to be like yesterday? Early trading down, afternoon surge to new highs. Looks like a lot of cash to buy back...or was it reported/announced?
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MichaelSchenker Master	22-Sep-2017 09:05        MichaelSchenker About Contact  Quote this Post!
x 0   x 0  Alert Admin	Will it turn out to be like yesterday? Early trading down, afternoon surge to new highs. Looks like a lot of cash to buy back...or was it reported/announced?
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Sinari Member	20-Sep-2017 23:19        Sinari About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	If I am not wrong, Chairman and CEO Zhong Sheng Jian owns more than 60% of Yanlord. Yanlord has been undervaluated for long. If i am him, i will buy over the remaining shares, privates the company, and IPO in HK market. Sooner or later, this will happen. SmallSmall      ( Date: 20-Sep-2017 22:10) Posted: First Daily Shares Buy Back -> Date of Purchase 20/09/2017   Total Number of shares purchased 939,900   Number of shares cancelled 0   Number of shares held as treasury shares 939,900   Highest/ Lowest price per share Highest Price per share SGD 1.67 Lowest Price per share SGD 1.63 Total Consideration (including stamp duties, clearing changes etc) paid or payable for the shares
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SmallSmall Supreme	20-Sep-2017 22:10        SmallSmall About Contact  Quote this Post!
x 1   x 0  Alert Admin	First Daily Shares Buy Back -> Date of Purchase 20/09/2017   Total Number of shares purchased 939,900   Number of shares cancelled 0   Number of shares held as treasury shares 939,900   Highest/ Lowest price per share Highest Price per share SGD 1.67 Lowest Price per share SGD 1.63 Total Consideration (including stamp duties, clearing changes etc) paid or payable for the shares
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Rembrt Member	20-Sep-2017 21:46        Rembrt About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think this could have been like a poker game between Oxley and YP, guessing each other' s intentions and moves.   If Oxley had been buying at close to 2.70, they would not sell without a nice premium for all the trouble. YP won' t buy over from Oxley at high price as they would have to offer a much higher price to the rest of the shareholders.   So one solution is partner up (OYP now) and strip UE.     Combined votes more than 50%, they can change the board (some leaving already before being told to go) and change management, then redevelop or sell properties.     YP extended offer twice, maybe it' s not due to finance, as they won' t offer OCBC unless they have already prepared the cash with P.     They could be negotiating with Oxley, who gets the kidney and who get the heart.
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Observers Elite	20-Sep-2017 21:34        Observers About Contact  Quote this Post!
x 0   x 0  Alert Admin	The fact that the market price has been held above the offer price for such a long period indicates there is a lot of capital interested in getting a stake in UE. Should be easy to raise the money with as little of a discount to offer price. Somemore its equity no need paid interest one. The JV already intended to pump money to buy the entire UE, so cash is not the problem. Yandlord and Perennial buy over UE, must already have major plans in place, and all these need money in UE to execute. The time to raise money is when you don' t need it. When you really really need it, like Noble group now, nobody will want to lend to you. CraigFoo      ( Date: 20-Sep-2017 17:30) Posted: Rights for UE ? For what? Observers      ( Date: 20-Sep-2017 17:03) Posted: Since Yanlord still got so much money (GO assumes their JV has enough cash to do a full acquisition at $2.60), its time to do a rights issue for UE. Don' t say dont take care of retailers, give a bit of discount, $2.59 per share, 1 for 1
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CraigFoo Elite	20-Sep-2017 17:30        CraigFoo About Contact  Quote this Post! Style: Combined
x 0   x 0  Alert Admin	Rights for UE ? For what? Observers      ( Date: 20-Sep-2017 17:03) Posted: Since Yanlord still got so much money (GO assumes their JV has enough cash to do a full acquisition at $2.60), its time to do a rights issue for UE. Don' t say dont take care of retailers, give a bit of discount, $2.59 per share, 1 for 1. MichaelSchenker      ( Date: 20-Sep-2017 08:38) Posted: I think it' s deemed successful, Yanlord has achieved their objectives and market has spoken. From the beginning, Yanlord and it' s concert party Perennial Holdings already declared their intention to keep UEL listed, meaning to say, no intention to buy up all the shares. But since they have acquired > 30%, they are obligated to make a general offer, which they did, at 2.60. So, when the market for UEL is going at 2.70, it' s actually working well for Yanlord as most public shareholders will unlikely sell to them, thereby, ensuring a public float is maintained. On the contrary, IF Yanlord and party raise the offer to deem attractive (eg: $3) to public shareholders, it run the risk of not having enough public float to stay listed. Although they did not have more than 50%, but they are still the majority, which, to them is enough for them to have control over the company, unless the rest of the shareholders, including the public veto against them.
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Observers Elite	20-Sep-2017 17:03        Observers About Contact  Quote this Post!
x 0   x 0  Alert Admin	Since Yanlord still got so much money (GO assumes their JV has enough cash to do a full acquisition at $2.60), its time to do a rights issue for UE. Don' t say dont take care of retailers, give a bit of discount, $2.59 per share, 1 for 1. MichaelSchenker      ( Date: 20-Sep-2017 08:38) Posted: I think it' s deemed successful, Yanlord has achieved their objectives and market has spoken. From the beginning, Yanlord and it' s concert party Perennial Holdings already declared their intention to keep UEL listed, meaning to say, no intention to buy up all the shares. But since they have acquired > 30%, they are obligated to make a general offer, which they did, at 2.60. So, when the market for UEL is going at 2.70, it' s actually working well for Yanlord as most public shareholders will unlikely sell to them, thereby, ensuring a public float is maintained. On the contrary, IF Yanlord and party raise the offer to deem attractive (eg: $3) to public shareholders, it run the risk of not having enough public float to stay listed. Although they did not have more than 50%, but they are still the majority, which, to them is enough for them to have control over the company, unless the rest of the shareholders, including the public veto against them.   Sinari      ( Date: 19-Sep-2017 22:55) Posted: The offer to acquire UEL is not succeesful. Yanlord' s share shot up today. Let' s see if it will revert back to pre-offer' s price.
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bigbang10 Veteran	20-Sep-2017 16:45        bigbang10 About Contact  Quote this Post!
x 0   x 0  Alert Admin	10%!!  benedict7      ( Date: 20-Sep-2017 16:11) Posted: Wow share price surged by 8% today. Positive sentiments about the lapse in offer?
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benedict7 Member	20-Sep-2017 16:11        benedict7 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Wow share price surged by 8% today. Positive sentiments about the lapse in offer?
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MichaelSchenker Master	20-Sep-2017 08:38        MichaelSchenker About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think it' s deemed successful, Yanlord has achieved their objectives and market has spoken. From the beginning, Yanlord and it' s concert party Perennial Holdings already declared their intention to keep UEL listed, meaning to say, no intention to buy up all the shares. But since they have acquired > 30%, they are obligated to make a general offer, which they did, at 2.60. So, when the market for UEL is going at 2.70, it' s actually working well for Yanlord as most public shareholders will unlikely sell to them, thereby, ensuring a public float is maintained. On the contrary, IF Yanlord and party raise the offer to deem attractive (eg: $3) to public shareholders, it run the risk of not having enough public float to stay listed. Although they did not have more than 50%, but they are still the majority, which, to them is enough for them to have control over the company, unless the rest of the shareholders, including the public veto against them.   Sinari      ( Date: 19-Sep-2017 22:55) Posted: The offer to acquire UEL is not succeesful. Yanlord' s share shot up today. Let' s see if it will revert back to pre-offer' s price.
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calvinlooi Senior	19-Sep-2017 22:59        calvinlooi About Contact  Quote this Post!
x 0   x 0  Alert Admin	I dont know the impact of UE so did not touch this shares, and it seems that no one is even care to explain anythings
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Sinari Member	19-Sep-2017 22:55        Sinari About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	The offer to acquire UEL is not succeesful. Yanlord' s share shot up today. Let' s see if it will revert back to pre-offer' s price.
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jackson5 Master	16-Sep-2017 11:30        jackson5 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yanlord is a well managed company , but authority in China has no choice but to control inflation , so they would not want to see property prices keep going up,  many have no resources to buy their homes. Moody was the culprit who bring down the share price of YL years ago . Like it or not , Moody still has grat influence in their action. junction      ( Date: 16-Sep-2017 11:23) Posted: Agree Yanloard is making good money in China from its developments and if intend to privatise UE need to borrow money and may be downgraded by Moody again.   I have more confidence in Yanlord then Moody it is not a reliable ratings agency.   Having said that some short term investors will by influenced by Moody to sell down or even short the stock.   If Yanloard can retrace another 10 to 15%, it probably would be a good pick to hold some of its shares. Sinari      ( Date: 15-Sep-2017 21:13) Posted: Firstly, Yanlord is fundamental strong from its latest sets of financial results. Secondly, it is well-positioned in build luxury residences in a country where people is getting richer and want to upgrade their standard of living.  Now, in M& A, the buyer' s stock price usually drop. Scenario 1: UE bid goes through. Yanlord current share price is already reflective of that. It will likely recover in near future. Scenario 2: UE big fails. Yanlord price will recover back to prior levels. Recent massive sell-downs may means that a privatisiation is imminent.  People with insider information usually sell big to suppress the price. When the price tanks, the same people will buy back. pending privatisation announcement to make huge bucks. This what i observed in my previous companies that where privatised or acquired. They include SMRT, Sakari, Tigerair, NOL. Dont have to agree or disagree with me. just sharing
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junction Master	16-Sep-2017 11:23        junction About Contact  Quote this Post!
x 0   x 0  Alert Admin	Agree Yanloard is making good money in China from its developments and if intend to privatise UE need to borrow money and may be downgraded by Moody again.   I have more confidence in Yanlord then Moody it is not a reliable ratings agency.   Having said that some short term investors will by influenced by Moody to sell down or even short the stock.   If Yanloard can retrace another 10 to 15%, it probably would be a good pick to hold some of its shares. Sinari      ( Date: 15-Sep-2017 21:13) Posted: Firstly, Yanlord is fundamental strong from its latest sets of financial results. Secondly, it is well-positioned in build luxury residences in a country where people is getting richer and want to upgrade their standard of living.  Now, in M& A, the buyer' s stock price usually drop. Scenario 1: UE bid goes through. Yanlord current share price is already reflective of that. It will likely recover in near future. Scenario 2: UE big fails. Yanlord price will recover back to prior levels. Recent massive sell-downs may means that a privatisiation is imminent.  People with insider information usually sell big to suppress the price. When the price tanks, the same people will buy back. pending privatisation announcement to make huge bucks. This what i observed in my previous companies that where privatised or acquired. They include SMRT, Sakari, Tigerair, NOL. Dont have to agree or disagree with me. just sharing. calvinlooi      ( Date: 15-Sep-2017 19:26) Posted: Very sad to saw this. i did not vested because im unclear of the impact of UE to Yanlord. anyone mind to explain why such a good company can get hurt that badly and would the share price recovery?
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jackson5 Master	16-Sep-2017 10:53        jackson5 About Contact  Quote this Post!
x 0   x 0  Alert Admin	If YP dont up its offer prcie . they will stuck with their hundreds of millions in this unproductive investment. Predicament ! serious      ( Date: 15-Sep-2017 22:37) Posted: Believe YP was with the intention of striping the assets of UE after gaining control , that was why they wanted to cross 50% and have a MO , so as to gain at lease 75% of the shares. They didnt expect Oxley join in the game  . YP will have to raise its offer price to get enough shares to cross 50% , and later 75%. . So total costs for taking full control of UE will be higher and more borrowings are needed. Yanlord itself has many developments in China , and has increased its borrowings recently. The debt to equity will be high after more borrowing , Rating agency like Moody will down grade Yanlord like 3/4 years ago. Now probably the share price is trying to factor in this negative scenario .
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serious Master	15-Sep-2017 22:37        serious About Contact  Quote this Post!
x 0   x 0  Alert Admin	Believe YP was with the intention of striping the assets of UE after gaining control , that was why they wanted to cross 50% and have a MO , so as to gain at lease 75% of the shares. They didnt expect Oxley join in the game  . YP will have to raise its offer price to get enough shares to cross 50% , and later 75%. . So total costs for taking full control of UE will be higher and more borrowings are needed. Yanlord itself has many developments in China , and has increased its borrowings recently. The debt to equity will be high after more borrowing , Rating agency like Moody will down grade Yanlord like 3/4 years ago. Now probably the share price is trying to factor in this negative scenario .
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Sinari Member	15-Sep-2017 21:13        Sinari About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	Firstly, Yanlord is fundamental strong from its latest sets of financial results. Secondly, it is well-positioned in build luxury residences in a country where people is getting richer and want to upgrade their standard of living.  Now, in M& A, the buyer' s stock price usually drop. Scenario 1: UE bid goes through. Yanlord current share price is already reflective of that. It will likely recover in near future. Scenario 2: UE big fails. Yanlord price will recover back to prior levels. Recent massive sell-downs may means that a privatisiation is imminent.  People with insider information usually sell big to suppress the price. When the price tanks, the same people will buy back. pending privatisation announcement to make huge bucks. This what i observed in my previous companies that where privatised or acquired. They include SMRT, Sakari, Tigerair, NOL. Dont have to agree or disagree with me. just sharing. calvinlooi      ( Date: 15-Sep-2017 19:26) Posted: Very sad to saw this. i did not vested because im unclear of the impact of UE to Yanlord. anyone mind to explain why such a good company can get hurt that badly and would the share price recovery?
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edwinjup Supreme	15-Sep-2017 20:36        edwinjup About Contact  Quote this Post!
x 0   x 0  Alert Admin	Triple witching.... jack2906      ( Date: 15-Sep-2017 20:22) Posted: Yanlord land, Ascendas i Turst and DairyFram USD... all of them recorded historical high volume trading gap down at pre-close time 5.04pm.  guess is same seller want to cash out so badly? calvinlooi      ( Date: 15-Sep-2017 19:26) Posted: Very sad to saw this. i did not vested because im unclear of the impact of UE to Yanlord. anyone mind to explain why such a good company can get hurt that badly and would the share price recovery?
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jack2906 Veteran	15-Sep-2017 20:22        jack2906 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Yanlord land, Ascendas i Turst and DairyFram USD... all of them recorded historical high volume trading gap down at pre-close time 5.04pm.  guess is same seller want to cash out so badly? calvinlooi      ( Date: 15-Sep-2017 19:26) Posted: Very sad to saw this. i did not vested because im unclear of the impact of UE to Yanlord. anyone mind to explain why such a good company can get hurt that badly and would the share price recovery?
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