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Latest Forum Topics / OCBC Bank    Last:17.35    +0.1  Post Reply
Yanlord land now trade way below its ipo $1.03
chartistkaohz
Veteran
13-Feb-2025 09:06     
 
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 Alert Admin 		Yanlord Land Group, through its subsidiary United Engineers Limited (UEL), has received provisional permission from Singapore's Urban Redevelopment Authority to redevelop the property at 79 Anson Road into a mixed-use development comprising offices, retail spaces, and serviced apartments.

Recently, a 50% stake in this redevelopment project has been listed for sale at S$325 million. However, specific details regarding the buyer or the completion of this transaction are not publicly available as of now.

Regarding Yanlord's debt position, the company has been actively managing its financial obligations. As of June 30, 2024, Yanlord reported a total debt of RMB30.071 billion, a 10.1% decrease from the previous financial year. The company's net gearing ratio also improved to 45.3%, down from 46.7% as of December 31, 2023.

While the sale of the 50% stake in the 79 Anson Road redevelopment could potentially provide Yanlord with significant capital, the exact impact on the company's debt levels cannot be determined without confirmation of the transaction's completion and specific details about the allocation of the proceeds. If the sale proceeds are utilized to reduce debt, it would likely further improve Yanlord's financial position.

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chartistkaohz
Veteran
06-Feb-2025 09:18     
 
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 Alert Admin 		仁 恒 置 地 （ Yanlord Land Group） 是 新 加 坡 上 市 的 中 资 房 地 产 开 发 商 ， 主 要 业 务 集 中 在 中 国 一 二 线 城 市 的 高 端 住 宅 和 商 业 地 产 开 发 。 其 股 价 走 势 受 多 重 因 素 影 响 ， 包 括 中 国 房 地 产 政 策 、 宏 观 经 济 环 境 、 行 业 竞 争 格 局 及 公 司 自 身 经 营 情 况 等 。 以 下 是 对 其 股 价 大 走 势 的 分 析 框 架 ：

---

### **一 、 历 史 走 势 回 顾 **
1. **2016-2018年 ： 行 业 红 利 期 **
- 受 益 于 中 国 房 地 产 市 场 的 繁 荣 （ 尤 其 是 高 端 住 宅 需 求 ） ， 叠 加 政 策 宽 松 （ 如 去 库 存 政 策 ） ， 仁 恒 置 地 销 售 额 和 股 价 均 表 现 较 好 。

2. **2019-2020年 ： 政 策 收 紧 与 疫 情 冲 击 **
- 中 国 ?房 住 不 炒 ?政 策 定 调 ， 多 地 限 购 限 贷 加 码 ， 房 企 融 资 受 限 。
- 2020年 新 冠 疫 情 导 致 销 售 放 缓 、 施 工 延 迟 ， 股 价 承 压 。

3. **2021-2022年 ： 行 业 深 度 调 整 **
- 恒 大 事 件 引 发 房 企 债 务 危 机 ， 市 场 对 民 营 房 企 信 心 骤 降 ， 行 业 流 动 性 紧 张 。
- 仁 恒 置 地 因 财 务 相 对 稳 健 （ 低 负 债 率 ） ， 股 价 跌 幅 小 于 同 行 ， 但 仍 受 板 块 拖 累 。

4. **2023年 至 今 ： 政 策 松 绑 与 弱 复 苏 **
- 中 国 出 台 ?保 交 楼 ?、 降 首 付 、 放 松 限 购 等 政 策 ， 但 市 场 复 苏 缓 慢 ， 高 端 住 宅 需 求 受 经 济 环 境 影 响 较 大 ， 股 价 震 荡 。

---

### **二 、 影 响 股 价 的 核 心 因 素 **
1. **政 策 环 境 **
- **房 地 产 调 控 政 策 **： 限 购 限 贷 、 房 贷 利 率 、 土 地 出 让 规 则 等 直 接 影 响 销 售 和 利 润 。
- **金 融 支 持 政 策 **： 房 企 融 资 渠 道 （ 如 债 券 发 行 、 银 行 贷 款 ） 是 否 畅 通 ， 尤 其 是 对 民 营 房 企 的 支 持 力 度 。

2. **宏 观 经 济 与 需 求 **
- 中 国 经 济 复 苏 节 奏 、 居 民 收 入 预 期 、 高 净 值 人 群 购 买 力 （ 高 端 房 产 目 标 客 户 ） 的 变 化 。

3. **行 业 竞 争 与 集 中 度 **
- 国 企 房 企 市 场 份 额 上 升 ， 民 营 房 企 面 临 更 大 竞 争 压 力 。 仁 恒 需 通 过 产 品 力 （ 高 端 定 位 ） 和 品 牌 溢 价 维 持 优 势 。

4. **公 司 基 本 面 **
- **销 售 与 土 储 **： 核 心 城 市 （ 如 上 海 、 南 京 、 深 圳 ） 的 项 目 去 化 速 度 及 土 地 储 备 质 量 。
- **财 务 状 况 **： 净 负 债 率 、 现 金 短 债 比 等 指 标 是 否 安 全 ， 能 否 避 免 流 动 性 危 机 。
- **多 元 化 业 务 **： 商 业 地 产 、 物 业 管 理 的 贡 献 是 否 提 升 抗 周 期 能 力 。

---

### **三 、 未 来 走 势 情 景 分 析 **
#### **乐 观 情 景 **
- **政 策 持 续 宽 松 **： 一 线 城 市 限 购 进 一 步 放 松 ， 房 贷 利 率 下 调 ， 刺 激 改 善 型 需 求 。
- **经 济 复 苏 超 预 期 **： 居 民 消 费 信 心 回 暖 ， 高 净 值 人 群 资 产 配 置 需 求 释 放 。
- **公 司 表 现 **： 销 售 增 速 回 升 ， 土 储 价 值 得 到 市 场 重 估 ， 股 价 可 能 突 破 压 力 位 。

#### **中 性 情 景 **
- **政 策 温 和 托 底 **： 市 场 缓 慢 修 复 ， 但 购 房 者 观 望 情 绪 浓 厚 ， 高 端 项 目 去 化 周 期 拉 长 。
- **股 价 区 间 震 荡 **： 缺 乏 明 确 趋 势 ， 受 板 块 情 绪 和 短 期 业 绩 波 动 影 响 。

#### **悲 观 情 景 **
- **行 业 风 险 蔓 延 **： 房 企 债 务 问 题 再 次 爆 发 ， 市 场 对 民 营 房 企 信 任 度 进 一 步 下 降 。
- **经 济 下 行 压 力 **： 高 端 房 产 需 求 萎 缩 ， 公 司 销 售 不 及 预 期 ， 股 价 可 能 下 探 新 低 。

---

### **四 、 风 险 提 示 **
1. **政 策 不 确 定 性 **： 房 地 产 行 业 高 度 依 赖 政 策 ， 方 向 变 化 可 能 导 致 预 期 反 转 。
2. **行 业 分 化 加 剧 **： 国 企 与 优 质 民 企 抢 占 市 场 份 额 ， 中 小 房 企 生 存 空 间 压 缩 。
3. **汇 率 与 市 场 风 险 **： 仁 恒 在 新 加 坡 上 市 ， 需 关 注 人 民 币 汇 率 波 动 及 海 外 资 本 流 动 影 响 。

---

### **五 、 投 资 者 关 注 点 **
- **短 期 **： 月 度 销 售 数 据 、 政 策 落 地 效 果 （ 如 一 线 城 市 限 购 调 整 ） 。
- **中 长 期 **： 土 储 结 构 优 化 、 财 务 安 全 边 际 、 多 元 化 业 务 进 展 。

---
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chartistkao3
Elite
14-Jan-2025 08:21     
 
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 Alert Admin

A few points to touch on critical aspects of inclusivity and financial sustainability in Singapore. Let me break it down further for clarity:

      1.      Taxing the Poor and Foreign Workers: Taxation needs to be carefully balanced. Imposing higher taxes on lower-income groups or foreign workers might deepen inequality rather than promote inclusivity. Policies should aim to reduce financial burdens for the most vulnerable while ensuring everyone contributes fairly to the system.

      2.      Taxes on Adults Living in Private Homes: Property taxes on private homes, particularly high-value ones, could be a progressive measure to redistribute wealth. However, this needs to be accompanied by mechanisms to ensure it doesn&rsquo t disproportionately affect asset-rich but cash-poor households (e.g., retirees living in old family homes).

      3.      Raising the CPF Withdrawal Age: Extending the CPF withdrawal age is a contentious issue, as it directly impacts retirement planning and individuals&rsquo trust in the system. While it could alleviate short-term fiscal pressures, it&rsquo s not a sustainable solution for addressing long-term structural funding issues.

      4.      Sustainability of Singapore Inc: To maintain fiscal sustainability and inclusivity, Singapore could consider:

      &bull       Diversifying revenue streams (e.g., enhancing wealth taxes or corporate taxes on certain industries).

      &bull       Reducing reliance on regressive taxation (like GST) while ensuring targeted subsidies for lower-income groups.

      &bull       Strengthening social safety nets (e.g., more accessible healthcare and housing support).

      &bull       Encouraging public-private partnerships to share the burden of funding social programs.

 

Like the National service policy everyone play a part to serve this inc
 


chartistkao3      ( Date: 03-Jan-2025 15:30) Posted:



If Yanlord Land enters into a derivative agreement with UOB at a strike price of $0.80, several potential advantages could emerge, depending on the type and structure of the derivative (e.g., options, forward contracts, or swaps). Here&rsquo s a breakdown of potential advantages:

 

1. Hedging Against Price Volatility

      &bull       If the derivative is a put option, it can help Yanlord Land hedge against a potential decline in its share price below $0.80. This ensures downside protection while retaining upside potential.

      &bull       If it&rsquo s a call option, Yanlord could lock in the ability to buy shares at $0.80, which might benefit the company if share prices rise significantly.

 

2. Enhancing Cash Flow Management

      &bull       Derivatives can stabilize cash flows, helping Yanlord Land better manage its financial obligations or funding needs, especially in volatile markets.

 

3. Strategic Financial Planning

      &bull       By locking in a specific price level, Yanlord can plan future capital expenditures, dividends, or debt servicing based on more predictable outcomes.

 

4. Leveraging Undervaluation

      &bull       If $0.80 represents an undervaluation of Yanlord&rsquo s shares (relative to intrinsic value), the derivative can position Yanlord to capitalize on future price recovery.

 

5. Improved Investor Confidence

      &bull       A well-structured derivative with UOB may signal to investors that Yanlord is actively managing risks and aligning with a reputable financial institution, potentially boosting market sentiment.

 

6. Facilitating Strategic Partnerships

      &bull       Entering a derivative with UOB could strengthen Yanlord&rsquo s relationship with the bank, opening opportunities for favorable loan terms or future collaborations.

 

Considerations:

      &bull       Yanlord would need to ensure that the derivative aligns with its overall risk management strategy.

      &bull       The cost of the derivative (e.g., premium for an option) and potential mark-to-market risks must be carefully evaluated.

      &bull       Regulatory compliance and transparency in financial reporting will be crucial.

 

 
 


chartistkao3      ( Date: 31-Dec-2024 09:04) Posted:



The undervaluation of companies like UOL Group, City Developments (CityDev), and United Overseas Insurance (UOI) often stems from market mispricing or overlooked intrinsic value. Here&rsquo s why these companies could be perceived as grossly undervalued:

 

1. UOL Group

      &bull       Property Portfolio: UOL owns high-quality investment properties (e.g., shopping malls, hotels, and offices) and a landbank that may be undervalued relative to book value. Investors may be underestimating potential capital appreciation from these assets, especially if they are marked to conservative historical valuations.

      &bull       Discount to NAV: UOL&rsquo s share price often trades at a significant discount to its net asset value (NAV). For example, if its NAV per share is $10, the market might price it at $6, reflecting a disconnect between intrinsic value and market perception.

      &bull       Dividend Yield & Resilience: UOL pays steady dividends and has a robust balance sheet, which makes it attractive in periods of low interest rates or global uncertainties.

      &bull       Overhang from Property Market Cooling Measures: The Singapore government&rsquo s property curbs may dampen sentiment, but they fail to account for UOL&rsquo s ability to adapt with overseas projects and recurring income streams from its commercial properties.

 

2. City Developments (CityDev)

      &bull       Asset-Heavy Business Model: CityDev is heavily asset-backed, owning prime real estate worldwide. Its global exposure, however, can lead to market concerns over currency risk or geopolitical uncertainty, overshadowing the quality of its portfolio.

      &bull       Recurring Income Streams: While known for residential developments, its hotels (via Millennium & Copthorne) and office buildings provide stable recurring income that markets may overlook.

      &bull       NAV Discount & Hidden Value: Similar to UOL, CityDev&rsquo s market price typically trades well below its NAV, even when its properties&rsquo market values increase. This NAV disconnect reflects investors&rsquo overly conservative views on property sector prospects.

      &bull       Underappreciation of Sustainability Efforts: CityDev is a leader in sustainability in real estate, which positions it well for future growth, but markets may not fully factor this into its valuation.

 

3. United Overseas Insurance (UOI)

      &bull       Niche Business Model: UOI focuses on general insurance, particularly fire, motor, and marine policies. Its stable underwriting profits and conservative investment strategy result in strong cash flow and low risk.

      &bull       Undervalued Insurance Float: UOI&rsquo s investment portfolio, largely in cash and bonds, might be underappreciated as rising interest rates improve its yield. Its conservative balance sheet may not be fully factored into market sentiment.

      &bull       Small-Cap Neglect: UOI&rsquo s relatively small size compared to other insurers means it&rsquo s often overlooked by institutional investors, leading to persistent undervaluation despite strong fundamentals.

      &bull       Parent Company Support: UOI&rsquo s relationship with UOB provides a competitive edge, offering cross-selling opportunities, but the market may not adequately value these synergies.

 

Why They May Be Grossly Undervalued Overall

      1.      Sentiment-Driven Discounts: Negative sentiment around Singapore&rsquo s property market (cooling measures, oversupply fears) and global macro risks may overshadow their strong fundamentals.

      2.      Lack of Analyst Coverage: Smaller or less-prominent companies like UOI are often neglected by analysts, leaving their value unrecognized by the broader market.

      3.      Conservative Accounting: Singapore property firms often report asset values conservatively, ignoring unrealized gains. This undervaluation persists until assets are sold or revalued.

      4.      Institutional Neglect: Larger institutional funds might avoid these stocks due to lower liquidity or market cap, keeping prices depressed.

 

If you believe in the long-term potential of Singapore property and financial markets, these companies could represent excellent buying opportunities. Their steady cash flows, strong asset backing, and dividend-paying ability may eventually be recognized, driving their valuation closer to intrinsic value.
 


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chartistkao3
Elite
03-Jan-2025 15:30     
 
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 Alert Admin

If Yanlord Land enters into a derivative agreement with UOB at a strike price of $0.80, several potential advantages could emerge, depending on the type and structure of the derivative (e.g., options, forward contracts, or swaps). Here&rsquo s a breakdown of potential advantages:

 

1. Hedging Against Price Volatility

      &bull       If the derivative is a put option, it can help Yanlord Land hedge against a potential decline in its share price below $0.80. This ensures downside protection while retaining upside potential.

      &bull       If it&rsquo s a call option, Yanlord could lock in the ability to buy shares at $0.80, which might benefit the company if share prices rise significantly.

 

2. Enhancing Cash Flow Management

      &bull       Derivatives can stabilize cash flows, helping Yanlord Land better manage its financial obligations or funding needs, especially in volatile markets.

 

3. Strategic Financial Planning

      &bull       By locking in a specific price level, Yanlord can plan future capital expenditures, dividends, or debt servicing based on more predictable outcomes.

 

4. Leveraging Undervaluation

      &bull       If $0.80 represents an undervaluation of Yanlord&rsquo s shares (relative to intrinsic value), the derivative can position Yanlord to capitalize on future price recovery.

 

5. Improved Investor Confidence

      &bull       A well-structured derivative with UOB may signal to investors that Yanlord is actively managing risks and aligning with a reputable financial institution, potentially boosting market sentiment.

 

6. Facilitating Strategic Partnerships

      &bull       Entering a derivative with UOB could strengthen Yanlord&rsquo s relationship with the bank, opening opportunities for favorable loan terms or future collaborations.

 

Considerations:

      &bull       Yanlord would need to ensure that the derivative aligns with its overall risk management strategy.

      &bull       The cost of the derivative (e.g., premium for an option) and potential mark-to-market risks must be carefully evaluated.

      &bull       Regulatory compliance and transparency in financial reporting will be crucial.

 

 
 


chartistkao3      ( Date: 31-Dec-2024 09:04) Posted:



The undervaluation of companies like UOL Group, City Developments (CityDev), and United Overseas Insurance (UOI) often stems from market mispricing or overlooked intrinsic value. Here&rsquo s why these companies could be perceived as grossly undervalued:

 

1. UOL Group

      &bull       Property Portfolio: UOL owns high-quality investment properties (e.g., shopping malls, hotels, and offices) and a landbank that may be undervalued relative to book value. Investors may be underestimating potential capital appreciation from these assets, especially if they are marked to conservative historical valuations.

      &bull       Discount to NAV: UOL&rsquo s share price often trades at a significant discount to its net asset value (NAV). For example, if its NAV per share is $10, the market might price it at $6, reflecting a disconnect between intrinsic value and market perception.

      &bull       Dividend Yield & Resilience: UOL pays steady dividends and has a robust balance sheet, which makes it attractive in periods of low interest rates or global uncertainties.

      &bull       Overhang from Property Market Cooling Measures: The Singapore government&rsquo s property curbs may dampen sentiment, but they fail to account for UOL&rsquo s ability to adapt with overseas projects and recurring income streams from its commercial properties.

 

2. City Developments (CityDev)

      &bull       Asset-Heavy Business Model: CityDev is heavily asset-backed, owning prime real estate worldwide. Its global exposure, however, can lead to market concerns over currency risk or geopolitical uncertainty, overshadowing the quality of its portfolio.

      &bull       Recurring Income Streams: While known for residential developments, its hotels (via Millennium & Copthorne) and office buildings provide stable recurring income that markets may overlook.

      &bull       NAV Discount & Hidden Value: Similar to UOL, CityDev&rsquo s market price typically trades well below its NAV, even when its properties&rsquo market values increase. This NAV disconnect reflects investors&rsquo overly conservative views on property sector prospects.

      &bull       Underappreciation of Sustainability Efforts: CityDev is a leader in sustainability in real estate, which positions it well for future growth, but markets may not fully factor this into its valuation.

 

3. United Overseas Insurance (UOI)

      &bull       Niche Business Model: UOI focuses on general insurance, particularly fire, motor, and marine policies. Its stable underwriting profits and conservative investment strategy result in strong cash flow and low risk.

      &bull       Undervalued Insurance Float: UOI&rsquo s investment portfolio, largely in cash and bonds, might be underappreciated as rising interest rates improve its yield. Its conservative balance sheet may not be fully factored into market sentiment.

      &bull       Small-Cap Neglect: UOI&rsquo s relatively small size compared to other insurers means it&rsquo s often overlooked by institutional investors, leading to persistent undervaluation despite strong fundamentals.

      &bull       Parent Company Support: UOI&rsquo s relationship with UOB provides a competitive edge, offering cross-selling opportunities, but the market may not adequately value these synergies.

 

Why They May Be Grossly Undervalued Overall

      1.      Sentiment-Driven Discounts: Negative sentiment around Singapore&rsquo s property market (cooling measures, oversupply fears) and global macro risks may overshadow their strong fundamentals.

      2.      Lack of Analyst Coverage: Smaller or less-prominent companies like UOI are often neglected by analysts, leaving their value unrecognized by the broader market.

      3.      Conservative Accounting: Singapore property firms often report asset values conservatively, ignoring unrealized gains. This undervaluation persists until assets are sold or revalued.

      4.      Institutional Neglect: Larger institutional funds might avoid these stocks due to lower liquidity or market cap, keeping prices depressed.

 

If you believe in the long-term potential of Singapore property and financial markets, these companies could represent excellent buying opportunities. Their steady cash flows, strong asset backing, and dividend-paying ability may eventually be recognized, driving their valuation closer to intrinsic value.
 


chartistkao3      ( Date: 30-Dec-2024 09:30) Posted:



Yes, King Dollar (a strong US dollar) can significantly affect stock markets in economies linked to the yuan (CNY) and Hong Kong dollar (HKD) due to their dollar dependency and trade dynamics. Here&rsquo s how it impacts them:

 

1. Impact on Yuan (CNY)-Linked Markets

      &bull       Currency Depreciation: A strong USD often pressures the yuan to depreciate, especially since the yuan is loosely pegged to the dollar. This makes Chinese imports more expensive, potentially slowing economic activity.

      &bull       Capital Outflows: Investors may move capital out of Chinese markets into USD-denominated assets, affecting liquidity in yuan-linked stock markets.

      &bull       Export Competitiveness: While a weaker yuan benefits exporters, companies with significant USD-denominated debt face rising repayment costs, hurting their profitability and stock performance.

      &bull       Sentiment: A weak yuan may signal economic concerns, further weighing on market sentiment.

 

2. Impact on HKD-Linked Markets

      &bull       Currency Board Pressure: Hong Kong operates a fixed exchange rate system, pegging the HKD to the USD. A strong USD often forces the Hong Kong Monetary Authority (HKMA) to tighten liquidity to maintain the peg. Higher interest rates can dampen economic growth and corporate earnings.

      &bull       Rising Borrowing Costs: Tighter liquidity raises borrowing costs for companies, which can slow investment and weigh on HKD-linked stocks, particularly in interest rate-sensitive sectors like property and finance.

      &bull       Equity Valuations: A strong dollar and rising rates make HKD-denominated assets less attractive compared to USD assets, leading to capital outflows from Hong Kong stock markets.

 

Sector-Specific Effects

      &bull       Exporters: Companies reliant on exports may benefit in yuan-linked markets, as their products become cheaper abroad.

      &bull       Real Estate: Property sectors in HKD markets could struggle due to higher interest rates, which increase financing costs and reduce demand.

      &bull       Banks: Banks in HKD markets, like HSBC and Standard Chartered, could see improved net interest margins due to higher rates, but loan demand may fall.

 

Conclusion

 

The strength of the dollar is a double-edged sword for these markets. In the short term, it may lead to weaker stock performance in HKD- and CNY-linked economies, except for select sectors like exporters or dollar-earning industries. If you&rsquo re monitoring these markets, focusing on policies from the HKMA or PBoC and capital flow trends can give you insight into potential stock market reactions.
 


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chartistkao3
Elite
31-Dec-2024 09:04     
 
chartistkao3 About Contact  Quote this Post!  
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 Alert Admin

The undervaluation of companies like UOL Group, City Developments (CityDev), and United Overseas Insurance (UOI) often stems from market mispricing or overlooked intrinsic value. Here&rsquo s why these companies could be perceived as grossly undervalued:

 

1. UOL Group

      &bull       Property Portfolio: UOL owns high-quality investment properties (e.g., shopping malls, hotels, and offices) and a landbank that may be undervalued relative to book value. Investors may be underestimating potential capital appreciation from these assets, especially if they are marked to conservative historical valuations.

      &bull       Discount to NAV: UOL&rsquo s share price often trades at a significant discount to its net asset value (NAV). For example, if its NAV per share is $10, the market might price it at $6, reflecting a disconnect between intrinsic value and market perception.

      &bull       Dividend Yield & Resilience: UOL pays steady dividends and has a robust balance sheet, which makes it attractive in periods of low interest rates or global uncertainties.

      &bull       Overhang from Property Market Cooling Measures: The Singapore government&rsquo s property curbs may dampen sentiment, but they fail to account for UOL&rsquo s ability to adapt with overseas projects and recurring income streams from its commercial properties.

 

2. City Developments (CityDev)

      &bull       Asset-Heavy Business Model: CityDev is heavily asset-backed, owning prime real estate worldwide. Its global exposure, however, can lead to market concerns over currency risk or geopolitical uncertainty, overshadowing the quality of its portfolio.

      &bull       Recurring Income Streams: While known for residential developments, its hotels (via Millennium & Copthorne) and office buildings provide stable recurring income that markets may overlook.

      &bull       NAV Discount & Hidden Value: Similar to UOL, CityDev&rsquo s market price typically trades well below its NAV, even when its properties&rsquo market values increase. This NAV disconnect reflects investors&rsquo overly conservative views on property sector prospects.

      &bull       Underappreciation of Sustainability Efforts: CityDev is a leader in sustainability in real estate, which positions it well for future growth, but markets may not fully factor this into its valuation.

 

3. United Overseas Insurance (UOI)

      &bull       Niche Business Model: UOI focuses on general insurance, particularly fire, motor, and marine policies. Its stable underwriting profits and conservative investment strategy result in strong cash flow and low risk.

      &bull       Undervalued Insurance Float: UOI&rsquo s investment portfolio, largely in cash and bonds, might be underappreciated as rising interest rates improve its yield. Its conservative balance sheet may not be fully factored into market sentiment.

      &bull       Small-Cap Neglect: UOI&rsquo s relatively small size compared to other insurers means it&rsquo s often overlooked by institutional investors, leading to persistent undervaluation despite strong fundamentals.

      &bull       Parent Company Support: UOI&rsquo s relationship with UOB provides a competitive edge, offering cross-selling opportunities, but the market may not adequately value these synergies.

 

Why They May Be Grossly Undervalued Overall

      1.      Sentiment-Driven Discounts: Negative sentiment around Singapore&rsquo s property market (cooling measures, oversupply fears) and global macro risks may overshadow their strong fundamentals.

      2.      Lack of Analyst Coverage: Smaller or less-prominent companies like UOI are often neglected by analysts, leaving their value unrecognized by the broader market.

      3.      Conservative Accounting: Singapore property firms often report asset values conservatively, ignoring unrealized gains. This undervaluation persists until assets are sold or revalued.

      4.      Institutional Neglect: Larger institutional funds might avoid these stocks due to lower liquidity or market cap, keeping prices depressed.

 

If you believe in the long-term potential of Singapore property and financial markets, these companies could represent excellent buying opportunities. Their steady cash flows, strong asset backing, and dividend-paying ability may eventually be recognized, driving their valuation closer to intrinsic value.
 


chartistkao3      ( Date: 30-Dec-2024 09:30) Posted:



Yes, King Dollar (a strong US dollar) can significantly affect stock markets in economies linked to the yuan (CNY) and Hong Kong dollar (HKD) due to their dollar dependency and trade dynamics. Here&rsquo s how it impacts them:

 

1. Impact on Yuan (CNY)-Linked Markets

      &bull       Currency Depreciation: A strong USD often pressures the yuan to depreciate, especially since the yuan is loosely pegged to the dollar. This makes Chinese imports more expensive, potentially slowing economic activity.

      &bull       Capital Outflows: Investors may move capital out of Chinese markets into USD-denominated assets, affecting liquidity in yuan-linked stock markets.

      &bull       Export Competitiveness: While a weaker yuan benefits exporters, companies with significant USD-denominated debt face rising repayment costs, hurting their profitability and stock performance.

      &bull       Sentiment: A weak yuan may signal economic concerns, further weighing on market sentiment.

 

2. Impact on HKD-Linked Markets

      &bull       Currency Board Pressure: Hong Kong operates a fixed exchange rate system, pegging the HKD to the USD. A strong USD often forces the Hong Kong Monetary Authority (HKMA) to tighten liquidity to maintain the peg. Higher interest rates can dampen economic growth and corporate earnings.

      &bull       Rising Borrowing Costs: Tighter liquidity raises borrowing costs for companies, which can slow investment and weigh on HKD-linked stocks, particularly in interest rate-sensitive sectors like property and finance.

      &bull       Equity Valuations: A strong dollar and rising rates make HKD-denominated assets less attractive compared to USD assets, leading to capital outflows from Hong Kong stock markets.

 

Sector-Specific Effects

      &bull       Exporters: Companies reliant on exports may benefit in yuan-linked markets, as their products become cheaper abroad.

      &bull       Real Estate: Property sectors in HKD markets could struggle due to higher interest rates, which increase financing costs and reduce demand.

      &bull       Banks: Banks in HKD markets, like HSBC and Standard Chartered, could see improved net interest margins due to higher rates, but loan demand may fall.

 

Conclusion

 

The strength of the dollar is a double-edged sword for these markets. In the short term, it may lead to weaker stock performance in HKD- and CNY-linked economies, except for select sectors like exporters or dollar-earning industries. If you&rsquo re monitoring these markets, focusing on policies from the HKMA or PBoC and capital flow trends can give you insight into potential stock market reactions.
 


chartistkao3      ( Date: 30-Dec-2024 09:21) Posted:



Buying Yanlord Land after the December 2024 selloff could present an opportunity due to several factors:

      1.      Undervalued Assets: Yanlord Land specializes in high-quality residential developments in China. A selloff often causes its valuation to drop significantly, potentially making its assets undervalued. This could attract long-term investors once market conditions stabilize.

      2.      China&rsquo s Economic Recovery: If you anticipate that China&rsquo s economic recovery will gain momentum in 2025, demand for premium housing in Tier 1 and Tier 2 cities could rebound, directly benefiting Yanlord.

      3.      Wee Ee Cheong&rsquo s Stake Increase: The increased stake by UOB CEO Wee Ee Cheong signals confidence in Yanlord&rsquo s long-term prospects. This insider activity may imply that Yanlord&rsquo s management has strategic plans to weather the downturn and capture future growth.

      4.      Easing Policy Support: The Chinese government may introduce further stimulus for the real estate sector, such as rate cuts or relaxed housing policies, which would directly support developers like Yanlord.

      5.      High-Quality Portfolio: Yanlord has a strong presence in affluent Chinese cities with higher disposable income. As the economic environment improves, these regions might see a faster recovery in property demand.

      6.      Possible Dividend Yield: Yanlord Land might maintain or improve its dividend payout despite the selloff, providing an attractive yield for patient investors.

 

If these conditions align with your investment strategy&mdash especially one focusing on unpopular or temporarily undervalued assets&mdash Yanlord Land could be worth considering.   Can US manufacture its own products and eat from their own products and sell to the world just on their products without using usd as tools and financial markets to affect the whole global market without china
 


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chartistkao3
Elite
30-Dec-2024 09:30     
 
chartistkao3 About Contact  Quote this Post!  
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 Alert Admin

Yes, King Dollar (a strong US dollar) can significantly affect stock markets in economies linked to the yuan (CNY) and Hong Kong dollar (HKD) due to their dollar dependency and trade dynamics. Here&rsquo s how it impacts them:

 

1. Impact on Yuan (CNY)-Linked Markets

      &bull       Currency Depreciation: A strong USD often pressures the yuan to depreciate, especially since the yuan is loosely pegged to the dollar. This makes Chinese imports more expensive, potentially slowing economic activity.

      &bull       Capital Outflows: Investors may move capital out of Chinese markets into USD-denominated assets, affecting liquidity in yuan-linked stock markets.

      &bull       Export Competitiveness: While a weaker yuan benefits exporters, companies with significant USD-denominated debt face rising repayment costs, hurting their profitability and stock performance.

      &bull       Sentiment: A weak yuan may signal economic concerns, further weighing on market sentiment.

 

2. Impact on HKD-Linked Markets

      &bull       Currency Board Pressure: Hong Kong operates a fixed exchange rate system, pegging the HKD to the USD. A strong USD often forces the Hong Kong Monetary Authority (HKMA) to tighten liquidity to maintain the peg. Higher interest rates can dampen economic growth and corporate earnings.

      &bull       Rising Borrowing Costs: Tighter liquidity raises borrowing costs for companies, which can slow investment and weigh on HKD-linked stocks, particularly in interest rate-sensitive sectors like property and finance.

      &bull       Equity Valuations: A strong dollar and rising rates make HKD-denominated assets less attractive compared to USD assets, leading to capital outflows from Hong Kong stock markets.

 

Sector-Specific Effects

      &bull       Exporters: Companies reliant on exports may benefit in yuan-linked markets, as their products become cheaper abroad.

      &bull       Real Estate: Property sectors in HKD markets could struggle due to higher interest rates, which increase financing costs and reduce demand.

      &bull       Banks: Banks in HKD markets, like HSBC and Standard Chartered, could see improved net interest margins due to higher rates, but loan demand may fall.

 

Conclusion

 

The strength of the dollar is a double-edged sword for these markets. In the short term, it may lead to weaker stock performance in HKD- and CNY-linked economies, except for select sectors like exporters or dollar-earning industries. If you&rsquo re monitoring these markets, focusing on policies from the HKMA or PBoC and capital flow trends can give you insight into potential stock market reactions.
 


chartistkao3      ( Date: 30-Dec-2024 09:21) Posted:



Buying Yanlord Land after the December 2024 selloff could present an opportunity due to several factors:

      1.      Undervalued Assets: Yanlord Land specializes in high-quality residential developments in China. A selloff often causes its valuation to drop significantly, potentially making its assets undervalued. This could attract long-term investors once market conditions stabilize.

      2.      China&rsquo s Economic Recovery: If you anticipate that China&rsquo s economic recovery will gain momentum in 2025, demand for premium housing in Tier 1 and Tier 2 cities could rebound, directly benefiting Yanlord.

      3.      Wee Ee Cheong&rsquo s Stake Increase: The increased stake by UOB CEO Wee Ee Cheong signals confidence in Yanlord&rsquo s long-term prospects. This insider activity may imply that Yanlord&rsquo s management has strategic plans to weather the downturn and capture future growth.

      4.      Easing Policy Support: The Chinese government may introduce further stimulus for the real estate sector, such as rate cuts or relaxed housing policies, which would directly support developers like Yanlord.

      5.      High-Quality Portfolio: Yanlord has a strong presence in affluent Chinese cities with higher disposable income. As the economic environment improves, these regions might see a faster recovery in property demand.

      6.      Possible Dividend Yield: Yanlord Land might maintain or improve its dividend payout despite the selloff, providing an attractive yield for patient investors.

 

If these conditions align with your investment strategy&mdash especially one focusing on unpopular or temporarily undervalued assets&mdash Yanlord Land could be worth considering.   Can US manufacture its own products and eat from their own products and sell to the world just on their products without using usd as tools and financial markets to affect the whole global market without china
 


chartistkao3      ( Date: 12-Dec-2024 09:05) Posted:



Offshoring remains a cost-saving strategy for many industrialists, particularly those seeking to relocate operations to countries with lower labor, production, and regulatory costs. However, Singapore continues to hold a strong appeal for businesses, even in the face of such trends, due to its unique advantages:

 

Why Offshoring Lures Industrialists

      1.      Cost Efficiency: Offshore destinations like Vietnam, Indonesia, and India offer significantly lower labor costs, making them attractive for industries like manufacturing and logistics.

      2.      Tax Incentives: Many countries offer tax breaks and subsidies to lure foreign investors.

      3.      Market Proximity: Relocating operations closer to growing consumer markets, such as in Asia or Africa, reduces shipping and logistics costs.

      4.      Regulatory Relaxation: Some jurisdictions have more flexible regulations, reducing the cost of compliance.

 

Why Singapore Remains Attractive

      1.      Strategic Location: Singapore&rsquo s position as a regional hub offers easy access to Southeast Asian markets, making it ideal for businesses that need to manage regional operations.

      2.      World-Class Infrastructure: From ports to digital connectivity, Singapore&rsquo s infrastructure supports seamless business operations.

      3.      Skilled Workforce: Despite higher labor costs, Singapore offers a highly skilled and productive workforce, crucial for industries requiring advanced manufacturing or R& D.

      4.      Political Stability and Rule of Law: Its stable government and pro-business policies reduce risks, a major factor for high-value industries like biotech and finance.

      5.      Innovation Ecosystem: Singapore invests heavily in technology and innovation, attracting companies focused on long-term growth rather than just cost-cutting.

      6.      Sustainability Focus: Singapore&rsquo s commitment to green technology and sustainability aligns with global industrial trends, drawing companies that prioritize ESG (Environmental, Social, and Governance) factors.

 

Striking a Balance

 

While offshoring may suit cost-conscious industrialists, Singapore&rsquo s value proposition is less about immediate cost savings and more about long-term business resilience, growth, and regional influence. For many, the decision often involves maintaining high-value functions like R& D, headquarters, or logistics hubs in Singapore, while offshoring lower-value processes to cheaper locations.

 

Is cost the main consideration of this companies that are offshoring?
 


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chartistkao3
Elite
30-Dec-2024 09:21     
 
chartistkao3 About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin

Buying Yanlord Land after the December 2024 selloff could present an opportunity due to several factors:

      1.      Undervalued Assets: Yanlord Land specializes in high-quality residential developments in China. A selloff often causes its valuation to drop significantly, potentially making its assets undervalued. This could attract long-term investors once market conditions stabilize.

      2.      China&rsquo s Economic Recovery: If you anticipate that China&rsquo s economic recovery will gain momentum in 2025, demand for premium housing in Tier 1 and Tier 2 cities could rebound, directly benefiting Yanlord.

      3.      Wee Ee Cheong&rsquo s Stake Increase: The increased stake by UOB CEO Wee Ee Cheong signals confidence in Yanlord&rsquo s long-term prospects. This insider activity may imply that Yanlord&rsquo s management has strategic plans to weather the downturn and capture future growth.

      4.      Easing Policy Support: The Chinese government may introduce further stimulus for the real estate sector, such as rate cuts or relaxed housing policies, which would directly support developers like Yanlord.

      5.      High-Quality Portfolio: Yanlord has a strong presence in affluent Chinese cities with higher disposable income. As the economic environment improves, these regions might see a faster recovery in property demand.

      6.      Possible Dividend Yield: Yanlord Land might maintain or improve its dividend payout despite the selloff, providing an attractive yield for patient investors.

 

If these conditions align with your investment strategy&mdash especially one focusing on unpopular or temporarily undervalued assets&mdash Yanlord Land could be worth considering.   Can US manufacture its own products and eat from their own products and sell to the world just on their products without using usd as tools and financial markets to affect the whole global market without china
 


chartistkao3      ( Date: 12-Dec-2024 09:05) Posted:



Offshoring remains a cost-saving strategy for many industrialists, particularly those seeking to relocate operations to countries with lower labor, production, and regulatory costs. However, Singapore continues to hold a strong appeal for businesses, even in the face of such trends, due to its unique advantages:

 

Why Offshoring Lures Industrialists

      1.      Cost Efficiency: Offshore destinations like Vietnam, Indonesia, and India offer significantly lower labor costs, making them attractive for industries like manufacturing and logistics.

      2.      Tax Incentives: Many countries offer tax breaks and subsidies to lure foreign investors.

      3.      Market Proximity: Relocating operations closer to growing consumer markets, such as in Asia or Africa, reduces shipping and logistics costs.

      4.      Regulatory Relaxation: Some jurisdictions have more flexible regulations, reducing the cost of compliance.

 

Why Singapore Remains Attractive

      1.      Strategic Location: Singapore&rsquo s position as a regional hub offers easy access to Southeast Asian markets, making it ideal for businesses that need to manage regional operations.

      2.      World-Class Infrastructure: From ports to digital connectivity, Singapore&rsquo s infrastructure supports seamless business operations.

      3.      Skilled Workforce: Despite higher labor costs, Singapore offers a highly skilled and productive workforce, crucial for industries requiring advanced manufacturing or R& D.

      4.      Political Stability and Rule of Law: Its stable government and pro-business policies reduce risks, a major factor for high-value industries like biotech and finance.

      5.      Innovation Ecosystem: Singapore invests heavily in technology and innovation, attracting companies focused on long-term growth rather than just cost-cutting.

      6.      Sustainability Focus: Singapore&rsquo s commitment to green technology and sustainability aligns with global industrial trends, drawing companies that prioritize ESG (Environmental, Social, and Governance) factors.

 

Striking a Balance

 

While offshoring may suit cost-conscious industrialists, Singapore&rsquo s value proposition is less about immediate cost savings and more about long-term business resilience, growth, and regional influence. For many, the decision often involves maintaining high-value functions like R& D, headquarters, or logistics hubs in Singapore, while offshoring lower-value processes to cheaper locations.

 

Is cost the main consideration of this companies that are offshoring?
 


chartistkao3      ( Date: 12-Dec-2024 09:00) Posted:



Fosun Tourism, the owner of Club Med, has proposed a take-private offer to buy back the shares it does not own and delist from the Hong Kong Stock Exchange. This move includes an offer price of HK$7.8 per share, a 95% premium over its last traded price. Fosun, which owns 80% of the company, plans to focus on long-term growth, emphasizing core businesses and transitioning to an asset-light model. Club Med has over 60 resorts globally but faces challenges due to China&rsquo s economic slowdown .
 


 Useful To Me  Not Useful To Me
chartistkao3
Elite
12-Dec-2024 09:05     
 
chartistkao3 About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin

Offshoring remains a cost-saving strategy for many industrialists, particularly those seeking to relocate operations to countries with lower labor, production, and regulatory costs. However, Singapore continues to hold a strong appeal for businesses, even in the face of such trends, due to its unique advantages:

 

Why Offshoring Lures Industrialists

      1.      Cost Efficiency: Offshore destinations like Vietnam, Indonesia, and India offer significantly lower labor costs, making them attractive for industries like manufacturing and logistics.

      2.      Tax Incentives: Many countries offer tax breaks and subsidies to lure foreign investors.

      3.      Market Proximity: Relocating operations closer to growing consumer markets, such as in Asia or Africa, reduces shipping and logistics costs.

      4.      Regulatory Relaxation: Some jurisdictions have more flexible regulations, reducing the cost of compliance.

 

Why Singapore Remains Attractive

      1.      Strategic Location: Singapore&rsquo s position as a regional hub offers easy access to Southeast Asian markets, making it ideal for businesses that need to manage regional operations.

      2.      World-Class Infrastructure: From ports to digital connectivity, Singapore&rsquo s infrastructure supports seamless business operations.

      3.      Skilled Workforce: Despite higher labor costs, Singapore offers a highly skilled and productive workforce, crucial for industries requiring advanced manufacturing or R& D.

      4.      Political Stability and Rule of Law: Its stable government and pro-business policies reduce risks, a major factor for high-value industries like biotech and finance.

      5.      Innovation Ecosystem: Singapore invests heavily in technology and innovation, attracting companies focused on long-term growth rather than just cost-cutting.

      6.      Sustainability Focus: Singapore&rsquo s commitment to green technology and sustainability aligns with global industrial trends, drawing companies that prioritize ESG (Environmental, Social, and Governance) factors.

 

Striking a Balance

 

While offshoring may suit cost-conscious industrialists, Singapore&rsquo s value proposition is less about immediate cost savings and more about long-term business resilience, growth, and regional influence. For many, the decision often involves maintaining high-value functions like R& D, headquarters, or logistics hubs in Singapore, while offshoring lower-value processes to cheaper locations.

 

Is cost the main consideration of this companies that are offshoring?
 


chartistkao3      ( Date: 12-Dec-2024 09:00) Posted:



Fosun Tourism, the owner of Club Med, has proposed a take-private offer to buy back the shares it does not own and delist from the Hong Kong Stock Exchange. This move includes an offer price of HK$7.8 per share, a 95% premium over its last traded price. Fosun, which owns 80% of the company, plans to focus on long-term growth, emphasizing core businesses and transitioning to an asset-light model. Club Med has over 60 resorts globally but faces challenges due to China&rsquo s economic slowdown .
 


chartistkao3      ( Date: 12-Dec-2024 08:59) Posted:



Abu Dhabi&rsquo s sovereign wealth funds are increasingly focused on private credit as part of their investment strategies, aiming to tap into this rapidly growing sector. The Abu Dhabi Investment Authority (ADIA), one of the world&rsquo s largest sovereign funds, has emphasized private credit for higher returns, especially in areas like litigation finance, aviation lending, and supply-chain finance. This aligns with its strategy of exploring less liquid fixed-income areas to enhance yields, particularly as global interest rates normalize .

 

Mubadala Investment Company, another prominent Abu Dhabi fund, has partnered with firms like Apollo and Citi for a $25 billion private credit program targeting North America, with potential expansion into other regions. This collaboration aims to improve corporate borrowers&rsquo access to private lending, which is particularly valuable for entities deemed too risky by traditional banks .

 

The private credit market, currently valued at $1.5 trillion, is expected to nearly double to $2.8 trillion by 2028. This growth highlights the sector&rsquo s appeal to institutional investors seeking higher yields and inflation hedges, particularly amid volatile public markets .
 


 Useful To Me  Not Useful To Me


chartistkao3
Elite
12-Dec-2024 09:00     
 
chartistkao3 About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin

Fosun Tourism, the owner of Club Med, has proposed a take-private offer to buy back the shares it does not own and delist from the Hong Kong Stock Exchange. This move includes an offer price of HK$7.8 per share, a 95% premium over its last traded price. Fosun, which owns 80% of the company, plans to focus on long-term growth, emphasizing core businesses and transitioning to an asset-light model. Club Med has over 60 resorts globally but faces challenges due to China&rsquo s economic slowdown .
 


chartistkao3      ( Date: 12-Dec-2024 08:59) Posted:



Abu Dhabi&rsquo s sovereign wealth funds are increasingly focused on private credit as part of their investment strategies, aiming to tap into this rapidly growing sector. The Abu Dhabi Investment Authority (ADIA), one of the world&rsquo s largest sovereign funds, has emphasized private credit for higher returns, especially in areas like litigation finance, aviation lending, and supply-chain finance. This aligns with its strategy of exploring less liquid fixed-income areas to enhance yields, particularly as global interest rates normalize .

 

Mubadala Investment Company, another prominent Abu Dhabi fund, has partnered with firms like Apollo and Citi for a $25 billion private credit program targeting North America, with potential expansion into other regions. This collaboration aims to improve corporate borrowers&rsquo access to private lending, which is particularly valuable for entities deemed too risky by traditional banks .

 

The private credit market, currently valued at $1.5 trillion, is expected to nearly double to $2.8 trillion by 2028. This growth highlights the sector&rsquo s appeal to institutional investors seeking higher yields and inflation hedges, particularly amid volatile public markets .
 


chartistkao3      ( Date: 10-Dec-2024 09:14) Posted:



The Politburo meeting statement suggests that China is doubling down on fiscal expansion and significant interest rate cuts, signaling strong policy confidence despite external challenges like Trump&rsquo s proposed 60% tariff on Chinese exports. This indicates that China is prepared to counter economic threats with aggressive stimulus measures.

 

The market&rsquo s reaction, such as the offshore yuan erasing earlier losses and strengthening by 0.1%, reflects investor optimism that China&rsquo s monetary and fiscal efforts will support an economic recovery. These measures could also help stabilize market sentiment, especially in sectors reliant on government support or export resilience.

 

This scenario might present opportunities for investments tied to China&rsquo s domestic growth or recovery themes, including real estate (e.g., Yanlord Land) and banks with exposure to China&rsquo s economy, such as OCBC through Wing Hang Bank and Bank of Ningbo. 
 


 Useful To Me  Not Useful To Me
chartistkao3
Elite
12-Dec-2024 08:59     
 
chartistkao3 About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin

Abu Dhabi&rsquo s sovereign wealth funds are increasingly focused on private credit as part of their investment strategies, aiming to tap into this rapidly growing sector. The Abu Dhabi Investment Authority (ADIA), one of the world&rsquo s largest sovereign funds, has emphasized private credit for higher returns, especially in areas like litigation finance, aviation lending, and supply-chain finance. This aligns with its strategy of exploring less liquid fixed-income areas to enhance yields, particularly as global interest rates normalize .

 

Mubadala Investment Company, another prominent Abu Dhabi fund, has partnered with firms like Apollo and Citi for a $25 billion private credit program targeting North America, with potential expansion into other regions. This collaboration aims to improve corporate borrowers&rsquo access to private lending, which is particularly valuable for entities deemed too risky by traditional banks .

 

The private credit market, currently valued at $1.5 trillion, is expected to nearly double to $2.8 trillion by 2028. This growth highlights the sector&rsquo s appeal to institutional investors seeking higher yields and inflation hedges, particularly amid volatile public markets .
 


chartistkao3      ( Date: 10-Dec-2024 09:14) Posted:



The Politburo meeting statement suggests that China is doubling down on fiscal expansion and significant interest rate cuts, signaling strong policy confidence despite external challenges like Trump&rsquo s proposed 60% tariff on Chinese exports. This indicates that China is prepared to counter economic threats with aggressive stimulus measures.

 

The market&rsquo s reaction, such as the offshore yuan erasing earlier losses and strengthening by 0.1%, reflects investor optimism that China&rsquo s monetary and fiscal efforts will support an economic recovery. These measures could also help stabilize market sentiment, especially in sectors reliant on government support or export resilience.

 

This scenario might present opportunities for investments tied to China&rsquo s domestic growth or recovery themes, including real estate (e.g., Yanlord Land) and banks with exposure to China&rsquo s economy, such as OCBC through Wing Hang Bank and Bank of Ningbo. 
 


chartistkao3      ( Date: 10-Dec-2024 08:28) Posted:



China 2025
strategies often discussed for stabilizing and stimulating economic growth during downturns. Implementing extraordinary counter-cyclical adjustments alongside proactive fiscal policies and an appropriately loose monetary stance could help China achieve several goals:

      1.      Boost Domestic Demand:

      &bull       Counter-cyclical adjustments can stimulate investment and consumption, offsetting weaker global demand.

      &bull       Fiscal measures such as tax cuts, subsidies, and infrastructure spending can directly support households and businesses.

      2.      Enhance Liquidity:

      &bull       A looser monetary policy, through interest rate cuts or reserve requirement reductions, would ensure ample liquidity for businesses and financial institutions.

      3.      Targeted Support for Key Sectors:

      &bull       Focused interventions in real estate, technology, and export-driven industries can stabilize growth and employment.

      4.      Strengthen Confidence:

      &bull       Coordinated fiscal and monetary measures signal government commitment to stabilizing the economy, potentially improving investor and consumer confidence.

 

China has often employed similar tools during past challenges, like the 2008 global financial crisis and the 2020 pandemic. However, care must be taken to balance short-term growth with long-term sustainability, avoiding excessive debt buildup and misallocation of resources.

 

 
 


 Useful To Me  Not Useful To Me
chartistkao3
Elite
11-Dec-2024 08:16     
 
chartistkao3 About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin

Abu Dhabi&rsquo s sovereign wealth funds are increasingly focused on private credit as part of their investment strategies, aiming to tap into this rapidly growing sector. The Abu Dhabi Investment Authority (ADIA), one of the world&rsquo s largest sovereign funds, has emphasized private credit for higher returns, especially in areas like litigation finance, aviation lending, and supply-chain finance. This aligns with its strategy of exploring less liquid fixed-income areas to enhance yields, particularly as global interest rates normalize .

 

Mubadala Investment Company, another prominent Abu Dhabi fund, has partnered with firms like Apollo and Citi for a $25 billion private credit program targeting North America, with potential expansion into other regions. This collaboration aims to improve corporate borrowers&rsquo access to private lending, which is particularly valuable for entities deemed too risky by traditional banks .

 

The private credit market, currently valued at $1.5 trillion, is expected to nearly double to $2.8 trillion by 2028. This growth highlights the sector&rsquo s appeal to institutional investors seeking higher yields and inflation hedges, particularly amid volatile public markets .
 


chartistkao3      ( Date: 10-Dec-2024 09:14) Posted:



The Politburo meeting statement suggests that China is doubling down on fiscal expansion and significant interest rate cuts, signaling strong policy confidence despite external challenges like Trump&rsquo s proposed 60% tariff on Chinese exports. This indicates that China is prepared to counter economic threats with aggressive stimulus measures.

 

The market&rsquo s reaction, such as the offshore yuan erasing earlier losses and strengthening by 0.1%, reflects investor optimism that China&rsquo s monetary and fiscal efforts will support an economic recovery. These measures could also help stabilize market sentiment, especially in sectors reliant on government support or export resilience.

 

This scenario might present opportunities for investments tied to China&rsquo s domestic growth or recovery themes, including real estate (e.g., Yanlord Land) and banks with exposure to China&rsquo s economy, such as OCBC through Wing Hang Bank and Bank of Ningbo. 
 


chartistkao3      ( Date: 10-Dec-2024 08:28) Posted:



China 2025
strategies often discussed for stabilizing and stimulating economic growth during downturns. Implementing extraordinary counter-cyclical adjustments alongside proactive fiscal policies and an appropriately loose monetary stance could help China achieve several goals:

      1.      Boost Domestic Demand:

      &bull       Counter-cyclical adjustments can stimulate investment and consumption, offsetting weaker global demand.

      &bull       Fiscal measures such as tax cuts, subsidies, and infrastructure spending can directly support households and businesses.

      2.      Enhance Liquidity:

      &bull       A looser monetary policy, through interest rate cuts or reserve requirement reductions, would ensure ample liquidity for businesses and financial institutions.

      3.      Targeted Support for Key Sectors:

      &bull       Focused interventions in real estate, technology, and export-driven industries can stabilize growth and employment.

      4.      Strengthen Confidence:

      &bull       Coordinated fiscal and monetary measures signal government commitment to stabilizing the economy, potentially improving investor and consumer confidence.

 

China has often employed similar tools during past challenges, like the 2008 global financial crisis and the 2020 pandemic. However, care must be taken to balance short-term growth with long-term sustainability, avoiding excessive debt buildup and misallocation of resources.

 

 
 


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chartistkao3
Elite
10-Dec-2024 09:14     
 
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 Alert Admin

The Politburo meeting statement suggests that China is doubling down on fiscal expansion and significant interest rate cuts, signaling strong policy confidence despite external challenges like Trump&rsquo s proposed 60% tariff on Chinese exports. This indicates that China is prepared to counter economic threats with aggressive stimulus measures.

 

The market&rsquo s reaction, such as the offshore yuan erasing earlier losses and strengthening by 0.1%, reflects investor optimism that China&rsquo s monetary and fiscal efforts will support an economic recovery. These measures could also help stabilize market sentiment, especially in sectors reliant on government support or export resilience.

 

This scenario might present opportunities for investments tied to China&rsquo s domestic growth or recovery themes, including real estate (e.g., Yanlord Land) and banks with exposure to China&rsquo s economy, such as OCBC through Wing Hang Bank and Bank of Ningbo. 
 


chartistkao3      ( Date: 10-Dec-2024 08:28) Posted:



China 2025
strategies often discussed for stabilizing and stimulating economic growth during downturns. Implementing extraordinary counter-cyclical adjustments alongside proactive fiscal policies and an appropriately loose monetary stance could help China achieve several goals:

      1.      Boost Domestic Demand:

      &bull       Counter-cyclical adjustments can stimulate investment and consumption, offsetting weaker global demand.

      &bull       Fiscal measures such as tax cuts, subsidies, and infrastructure spending can directly support households and businesses.

      2.      Enhance Liquidity:

      &bull       A looser monetary policy, through interest rate cuts or reserve requirement reductions, would ensure ample liquidity for businesses and financial institutions.

      3.      Targeted Support for Key Sectors:

      &bull       Focused interventions in real estate, technology, and export-driven industries can stabilize growth and employment.

      4.      Strengthen Confidence:

      &bull       Coordinated fiscal and monetary measures signal government commitment to stabilizing the economy, potentially improving investor and consumer confidence.

 

China has often employed similar tools during past challenges, like the 2008 global financial crisis and the 2020 pandemic. However, care must be taken to balance short-term growth with long-term sustainability, avoiding excessive debt buildup and misallocation of resources.

 

 
 


chartistkao3      ( Date: 10-Dec-2024 08:25) Posted:



China recently announced a significant monetary policy shift, marking its first adjustment of this kind since 2010, aimed at boosting economic growth. This move reflects China&rsquo s response to prolonged economic challenges, including weak domestic demand, ongoing real estate struggles, and sluggish global trade.

 

The policy shift is expected to involve:

      1.      Lowering interest rates to support borrowing and investment.

      2.      Easing credit restrictions, particularly for small businesses and property markets.

      3.      Enhanced fiscal coordination, promoting infrastructure projects and private sector support.

 

This adjustment aligns with the Chinese government&rsquo s focus on stabilizing growth, potentially rejuvenating its economy while addressing structural issues. Would you like insights into how this might impact global markets or your specific investments?

A more proactive fiscal policy and an appropriately loose monetary policy should be implemented enhancing and refining the policy toolkit strengthening extraordinary counter cyclical adjustments 


 Useful To Me  Not Useful To Me


chartistkao3
Elite
10-Dec-2024 08:40     
 
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  x 0
  x 0

 Alert Admin

The Politburo meeting statement suggests that China is doubling down on fiscal expansion and significant interest rate cuts, signaling strong policy confidence despite external challenges like Trump&rsquo s proposed 60% tariff on Chinese exports. This indicates that China is prepared to counter economic threats with aggressive stimulus measures.

 

The market&rsquo s reaction, such as the offshore yuan erasing earlier losses and strengthening by 0.1%, reflects investor optimism that China&rsquo s monetary and fiscal efforts will support an economic recovery. These measures could also help stabilize market sentiment, especially in sectors reliant on government support or export resilience.

 

This scenario might present opportunities for investments tied to China&rsquo s domestic growth or recovery themes, including real estate (e.g., Yanlord Land) and banks with exposure to China&rsquo s economy, such as OCBC through Wing Hang Bank and Bank of Ningbo. 
 


chartistkao3      ( Date: 10-Dec-2024 08:28) Posted:



China 2025
strategies often discussed for stabilizing and stimulating economic growth during downturns. Implementing extraordinary counter-cyclical adjustments alongside proactive fiscal policies and an appropriately loose monetary stance could help China achieve several goals:

      1.      Boost Domestic Demand:

      &bull       Counter-cyclical adjustments can stimulate investment and consumption, offsetting weaker global demand.

      &bull       Fiscal measures such as tax cuts, subsidies, and infrastructure spending can directly support households and businesses.

      2.      Enhance Liquidity:

      &bull       A looser monetary policy, through interest rate cuts or reserve requirement reductions, would ensure ample liquidity for businesses and financial institutions.

      3.      Targeted Support for Key Sectors:

      &bull       Focused interventions in real estate, technology, and export-driven industries can stabilize growth and employment.

      4.      Strengthen Confidence:

      &bull       Coordinated fiscal and monetary measures signal government commitment to stabilizing the economy, potentially improving investor and consumer confidence.

 

China has often employed similar tools during past challenges, like the 2008 global financial crisis and the 2020 pandemic. However, care must be taken to balance short-term growth with long-term sustainability, avoiding excessive debt buildup and misallocation of resources.

 

 
 


chartistkao3      ( Date: 10-Dec-2024 08:25) Posted:



China recently announced a significant monetary policy shift, marking its first adjustment of this kind since 2010, aimed at boosting economic growth. This move reflects China&rsquo s response to prolonged economic challenges, including weak domestic demand, ongoing real estate struggles, and sluggish global trade.

 

The policy shift is expected to involve:

      1.      Lowering interest rates to support borrowing and investment.

      2.      Easing credit restrictions, particularly for small businesses and property markets.

      3.      Enhanced fiscal coordination, promoting infrastructure projects and private sector support.

 

This adjustment aligns with the Chinese government&rsquo s focus on stabilizing growth, potentially rejuvenating its economy while addressing structural issues. Would you like insights into how this might impact global markets or your specific investments?

A more proactive fiscal policy and an appropriately loose monetary policy should be implemented enhancing and refining the policy toolkit strengthening extraordinary counter cyclical adjustments 


 Useful To Me  Not Useful To Me
chartistkao3
Elite
10-Dec-2024 08:28     
 
chartistkao3 About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin

China 2025
strategies often discussed for stabilizing and stimulating economic growth during downturns. Implementing extraordinary counter-cyclical adjustments alongside proactive fiscal policies and an appropriately loose monetary stance could help China achieve several goals:

      1.      Boost Domestic Demand:

      &bull       Counter-cyclical adjustments can stimulate investment and consumption, offsetting weaker global demand.

      &bull       Fiscal measures such as tax cuts, subsidies, and infrastructure spending can directly support households and businesses.

      2.      Enhance Liquidity:

      &bull       A looser monetary policy, through interest rate cuts or reserve requirement reductions, would ensure ample liquidity for businesses and financial institutions.

      3.      Targeted Support for Key Sectors:

      &bull       Focused interventions in real estate, technology, and export-driven industries can stabilize growth and employment.

      4.      Strengthen Confidence:

      &bull       Coordinated fiscal and monetary measures signal government commitment to stabilizing the economy, potentially improving investor and consumer confidence.

 

China has often employed similar tools during past challenges, like the 2008 global financial crisis and the 2020 pandemic. However, care must be taken to balance short-term growth with long-term sustainability, avoiding excessive debt buildup and misallocation of resources.

 

 
 


chartistkao3      ( Date: 10-Dec-2024 08:25) Posted:



China recently announced a significant monetary policy shift, marking its first adjustment of this kind since 2010, aimed at boosting economic growth. This move reflects China&rsquo s response to prolonged economic challenges, including weak domestic demand, ongoing real estate struggles, and sluggish global trade.

 

The policy shift is expected to involve:

      1.      Lowering interest rates to support borrowing and investment.

      2.      Easing credit restrictions, particularly for small businesses and property markets.

      3.      Enhanced fiscal coordination, promoting infrastructure projects and private sector support.

 

This adjustment aligns with the Chinese government&rsquo s focus on stabilizing growth, potentially rejuvenating its economy while addressing structural issues. Would you like insights into how this might impact global markets or your specific investments?

A more proactive fiscal policy and an appropriately loose monetary policy should be implemented enhancing and refining the policy toolkit strengthening extraordinary counter cyclical adjustments 


chartistkao3      ( Date: 03-Dec-2024 15:29) Posted:

To investors burned by the listed developers in sg

https://youtu.be/GUCoNfRmchM?si=oOAw6u72rwHYtayb
 Useful To Me  Not Useful To Me
chartistkao3
Elite
10-Dec-2024 08:25     
 
chartistkao3 About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin

China recently announced a significant monetary policy shift, marking its first adjustment of this kind since 2010, aimed at boosting economic growth. This move reflects China&rsquo s response to prolonged economic challenges, including weak domestic demand, ongoing real estate struggles, and sluggish global trade.

 

The policy shift is expected to involve:

      1.      Lowering interest rates to support borrowing and investment.

      2.      Easing credit restrictions, particularly for small businesses and property markets.

      3.      Enhanced fiscal coordination, promoting infrastructure projects and private sector support.

 

This adjustment aligns with the Chinese government&rsquo s focus on stabilizing growth, potentially rejuvenating its economy while addressing structural issues. Would you like insights into how this might impact global markets or your specific investments?

A more proactive fiscal policy and an appropriately loose monetary policy should be implemented enhancing and refining the policy toolkit strengthening extraordinary counter cyclical adjustments 


chartistkao3      ( Date: 03-Dec-2024 15:29) Posted:

To investors burned by the listed developers in sg

https://youtu.be/GUCoNfRmchM?si=oOAw6u72rwHYtayb

chartistkao3      ( Date: 03-Dec-2024 15:20) Posted:



To provide a precise comparison of the valuation of Singapore-listed developers between 2019 and 2024, we can analyze metrics such as price-to-book (P/B) ratios, market capitalizations, and price-to-earnings (P/E) ratios for key developers like City Developments Limited (CDL), CapitaLand (now CapitaLand Investment or CLI), and others during both periods.

 

General Observations:

 

      1.      2019 Valuations:

      &bull       Developers in 2019 were valued more conservatively due to global trade tensions (e.g., US-China trade war) and slower global economic growth.

      &bull       Residential cooling measures introduced in 2018 in Singapore also tempered developer valuations.

      &bull       P/B ratios for some major developers hovered between 0.7x to 0.9x, reflecting a significant discount to their book values.

      2.      2024 Valuations:

      &bull       By 2024, some recovery in valuations occurred as the global economy reopened after the pandemic (2020-2021). However, other factors, such as interest rate hikes and weaker demand from China&rsquo s economic slowdown, tempered growth.

      &bull       As of 2024, some developers remain undervalued with P/B ratios still below 1.0x, indicating persistent discounts to book value.

 

Key Points of Comparison:

 

Metric      2019 Average      2024 Average      Change

P/B Ratio      0.7x&ndash 0.9x      0.6x&ndash 0.8x      Slight decline in valuation

Market Capitalization      Moderate growth      Flat or lower      Impacted by slower property market

P/E Ratio      ~10x&ndash 12x      ~8x&ndash 11x      Reflects lower earnings growth

 

Why the Valuation Difference?

 

      1.      2019:

      &bull       Developers traded at discounts due to external risks like the US-China trade war and domestic cooling measures.

      &bull       Rental yields and property price growth were under pressure.

      2.      2024:

      &bull       High interest rates globally, coupled with uncertainties in China&rsquo s property market, reduced investor confidence in real estate developers.

      &bull       Singapore developers, though stable, have struggled with earnings visibility as they diversify into non-property revenue streams like fund management.

 
 


 Useful To Me  Not Useful To Me
chartistkao3
Elite
03-Dec-2024 15:29     
 
chartistkao3 About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		To investors burned by the listed developers in sg

https://youtu.be/GUCoNfRmchM?si=oOAw6u72rwHYtayb

chartistkao3      ( Date: 03-Dec-2024 15:20) Posted:



To provide a precise comparison of the valuation of Singapore-listed developers between 2019 and 2024, we can analyze metrics such as price-to-book (P/B) ratios, market capitalizations, and price-to-earnings (P/E) ratios for key developers like City Developments Limited (CDL), CapitaLand (now CapitaLand Investment or CLI), and others during both periods.

 

General Observations:

 

      1.      2019 Valuations:

      &bull       Developers in 2019 were valued more conservatively due to global trade tensions (e.g., US-China trade war) and slower global economic growth.

      &bull       Residential cooling measures introduced in 2018 in Singapore also tempered developer valuations.

      &bull       P/B ratios for some major developers hovered between 0.7x to 0.9x, reflecting a significant discount to their book values.

      2.      2024 Valuations:

      &bull       By 2024, some recovery in valuations occurred as the global economy reopened after the pandemic (2020-2021). However, other factors, such as interest rate hikes and weaker demand from China&rsquo s economic slowdown, tempered growth.

      &bull       As of 2024, some developers remain undervalued with P/B ratios still below 1.0x, indicating persistent discounts to book value.

 

Key Points of Comparison:

 

Metric      2019 Average      2024 Average      Change

P/B Ratio      0.7x&ndash 0.9x      0.6x&ndash 0.8x      Slight decline in valuation

Market Capitalization      Moderate growth      Flat or lower      Impacted by slower property market

P/E Ratio      ~10x&ndash 12x      ~8x&ndash 11x      Reflects lower earnings growth

 

Why the Valuation Difference?

 

      1.      2019:

      &bull       Developers traded at discounts due to external risks like the US-China trade war and domestic cooling measures.

      &bull       Rental yields and property price growth were under pressure.

      2.      2024:

      &bull       High interest rates globally, coupled with uncertainties in China&rsquo s property market, reduced investor confidence in real estate developers.

      &bull       Singapore developers, though stable, have struggled with earnings visibility as they diversify into non-property revenue streams like fund management.

 
 


chartistkao3      ( Date: 03-Dec-2024 15:01) Posted:



Yes, the implied price-to-net asset value (P/NAV) ratio of 0.9 for United Engineers (UE) based on Yanlord&rsquo s offer price of $2.60 per share aligns with the valuations seen in precedent transactions involving Singapore-listed property developers in 2019.

 

In 2019, the P/NAV ratios for transactions in the Singapore property development sector generally ranged from 0.8 to 1.0. These valuations reflected factors such as the developers&rsquo asset quality, market conditions, and the long-term potential of their property portfolios.

 

A P/NAV below 1.0 suggests that the market values the developer at a discount to its net asset value, possibly due to factors like lower market sentiment, weaker earnings potential, or uncertainty in the broader economic environment. However, it can also indicate opportunities for strategic buyers like Yanlord to acquire assets at attractive valuations, especially if they foresee synergies or undervalued growth potential.

 

Singapore property developers valuation in 2019 and their valuation in 2024 already down by 50% already near cigarette butt level
 
 


 Useful To Me  Not Useful To Me
chartistkao3
Elite
03-Dec-2024 15:20     
 
chartistkao3 About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin

To provide a precise comparison of the valuation of Singapore-listed developers between 2019 and 2024, we can analyze metrics such as price-to-book (P/B) ratios, market capitalizations, and price-to-earnings (P/E) ratios for key developers like City Developments Limited (CDL), CapitaLand (now CapitaLand Investment or CLI), and others during both periods.

 

General Observations:

 

      1.      2019 Valuations:

      &bull       Developers in 2019 were valued more conservatively due to global trade tensions (e.g., US-China trade war) and slower global economic growth.

      &bull       Residential cooling measures introduced in 2018 in Singapore also tempered developer valuations.

      &bull       P/B ratios for some major developers hovered between 0.7x to 0.9x, reflecting a significant discount to their book values.

      2.      2024 Valuations:

      &bull       By 2024, some recovery in valuations occurred as the global economy reopened after the pandemic (2020-2021). However, other factors, such as interest rate hikes and weaker demand from China&rsquo s economic slowdown, tempered growth.

      &bull       As of 2024, some developers remain undervalued with P/B ratios still below 1.0x, indicating persistent discounts to book value.

 

Key Points of Comparison:

 

Metric      2019 Average      2024 Average      Change

P/B Ratio      0.7x&ndash 0.9x      0.6x&ndash 0.8x      Slight decline in valuation

Market Capitalization      Moderate growth      Flat or lower      Impacted by slower property market

P/E Ratio      ~10x&ndash 12x      ~8x&ndash 11x      Reflects lower earnings growth

 

Why the Valuation Difference?

 

      1.      2019:

      &bull       Developers traded at discounts due to external risks like the US-China trade war and domestic cooling measures.

      &bull       Rental yields and property price growth were under pressure.

      2.      2024:

      &bull       High interest rates globally, coupled with uncertainties in China&rsquo s property market, reduced investor confidence in real estate developers.

      &bull       Singapore developers, though stable, have struggled with earnings visibility as they diversify into non-property revenue streams like fund management.

 
 


chartistkao3      ( Date: 03-Dec-2024 15:01) Posted:



Yes, the implied price-to-net asset value (P/NAV) ratio of 0.9 for United Engineers (UE) based on Yanlord&rsquo s offer price of $2.60 per share aligns with the valuations seen in precedent transactions involving Singapore-listed property developers in 2019.

 

In 2019, the P/NAV ratios for transactions in the Singapore property development sector generally ranged from 0.8 to 1.0. These valuations reflected factors such as the developers&rsquo asset quality, market conditions, and the long-term potential of their property portfolios.

 

A P/NAV below 1.0 suggests that the market values the developer at a discount to its net asset value, possibly due to factors like lower market sentiment, weaker earnings potential, or uncertainty in the broader economic environment. However, it can also indicate opportunities for strategic buyers like Yanlord to acquire assets at attractive valuations, especially if they foresee synergies or undervalued growth potential.

 

Singapore property developers valuation in 2019 and their valuation in 2024 already down by 50% already near cigarette butt level
 
 


chartistkao3      ( Date: 03-Dec-2024 14:46) Posted:

Back in October 2019

Yanlord Land Group&rsquo s acquisition of United Engineers Limited (UE) reflects a strategic move to consolidate its interests in both UE and WBL Corporation. By bringing these entities together, Yanlord aims to enhance alignment across its portfolio, creating synergies that optimize operations and strengthen its integrated business model.

 

UE is a prominent real estate player in Singapore, and WBL Corp has diversified interests in property development, automotive, technology, and other sectors. The consolidation enables Yanlord to:

      1.      Streamline Operations: Combining resources and expertise across the companies could reduce redundancies and improve efficiency.

      2.      Expand Market Reach: Yanlord&rsquo s presence in Singapore is fortified by UE&rsquo s established reputation and assets.

      3.      Enhance Portfolio Synergies: Aligning the strategic goals of UE and WBL with Yanlord&rsquo s broader objectives provides a more cohesive direction for growth.

      4.      Leverage Core Competencies: Yanlord&rsquo s experience in high-end residential developments in China and Singapore can complement UE&rsquo s expertise in mixed-use and commercial projects.

 

The acquisition is consistent with Yanlord&rsquo s focus on growth in key Asian markets while diversifying its revenue streams. Let me know if you&rsquo d like more insights into how this move aligns with China&rsquo s recovery trends or Wee Ee Cheong&rsquo s involvement!
 


 Useful To Me  Not Useful To Me
chartistkao3
Elite
03-Dec-2024 15:01     
 
chartistkao3 About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin

Yes, the implied price-to-net asset value (P/NAV) ratio of 0.9 for United Engineers (UE) based on Yanlord&rsquo s offer price of $2.60 per share aligns with the valuations seen in precedent transactions involving Singapore-listed property developers in 2019.

 

In 2019, the P/NAV ratios for transactions in the Singapore property development sector generally ranged from 0.8 to 1.0. These valuations reflected factors such as the developers&rsquo asset quality, market conditions, and the long-term potential of their property portfolios.

 

A P/NAV below 1.0 suggests that the market values the developer at a discount to its net asset value, possibly due to factors like lower market sentiment, weaker earnings potential, or uncertainty in the broader economic environment. However, it can also indicate opportunities for strategic buyers like Yanlord to acquire assets at attractive valuations, especially if they foresee synergies or undervalued growth potential.

 

Singapore property developers valuation in 2019 and their valuation in 2024 already down by 50% already near cigarette butt level
 
 


chartistkao3      ( Date: 03-Dec-2024 14:46) Posted:

Back in October 2019

Yanlord Land Group&rsquo s acquisition of United Engineers Limited (UE) reflects a strategic move to consolidate its interests in both UE and WBL Corporation. By bringing these entities together, Yanlord aims to enhance alignment across its portfolio, creating synergies that optimize operations and strengthen its integrated business model.

 

UE is a prominent real estate player in Singapore, and WBL Corp has diversified interests in property development, automotive, technology, and other sectors. The consolidation enables Yanlord to:

      1.      Streamline Operations: Combining resources and expertise across the companies could reduce redundancies and improve efficiency.

      2.      Expand Market Reach: Yanlord&rsquo s presence in Singapore is fortified by UE&rsquo s established reputation and assets.

      3.      Enhance Portfolio Synergies: Aligning the strategic goals of UE and WBL with Yanlord&rsquo s broader objectives provides a more cohesive direction for growth.

      4.      Leverage Core Competencies: Yanlord&rsquo s experience in high-end residential developments in China and Singapore can complement UE&rsquo s expertise in mixed-use and commercial projects.

 

The acquisition is consistent with Yanlord&rsquo s focus on growth in key Asian markets while diversifying its revenue streams. Let me know if you&rsquo d like more insights into how this move aligns with China&rsquo s recovery trends or Wee Ee Cheong&rsquo s involvement!
 


chartistkao3      ( Date: 03-Dec-2024 14:35) Posted:



Yanlord Land Group, in partnership with Perennial Real Estate Holdings, initially acquired a significant stake in United Engineers Limited (UEL), a company with various properties in Singapore, including United Square. Yanlord later expanded its shareholding to 35.27%, triggering a mandatory buyout offer. UEL&rsquo s assets include shopping malls, commercial developments, and hospitality properties in Singapore and China. Additionally, UEL owns WBL Corporation, which manages various real estate interests, enhancing Yanlord&rsquo s Singapore land bank. The acquisition supports Yanlord&rsquo s strategic growth in the region .



by buying Yanlord we have exposure in china and Singapore when they are undervalued 


 Useful To Me  Not Useful To Me
chartistkao3
Elite
03-Dec-2024 14:52     
 
chartistkao3 About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin

Yanlord&rsquo s investment in acquiring both ordinary and preference shares in United Engineers (UE) at $2.60 per share reflects a strategic move that aligns with Yanlord&rsquo s interests in the real estate and infrastructure sectors. This acquisition likely strengthens Yanlord&rsquo s presence in Singapore and potentially other key markets where UE operates.

 

United Engineers, being one of Singapore&rsquo s oldest companies, holds significant assets and development opportunities. By securing shares at this price, Yanlord positions itself to benefit from potential synergies, such as leveraging UE&rsquo s property portfolio or its established brand in construction and property management.

 
 


chartistkao3      ( Date: 03-Dec-2024 14:46) Posted:

Back in October 2019

Yanlord Land Group&rsquo s acquisition of United Engineers Limited (UE) reflects a strategic move to consolidate its interests in both UE and WBL Corporation. By bringing these entities together, Yanlord aims to enhance alignment across its portfolio, creating synergies that optimize operations and strengthen its integrated business model.

 

UE is a prominent real estate player in Singapore, and WBL Corp has diversified interests in property development, automotive, technology, and other sectors. The consolidation enables Yanlord to:

      1.      Streamline Operations: Combining resources and expertise across the companies could reduce redundancies and improve efficiency.

      2.      Expand Market Reach: Yanlord&rsquo s presence in Singapore is fortified by UE&rsquo s established reputation and assets.

      3.      Enhance Portfolio Synergies: Aligning the strategic goals of UE and WBL with Yanlord&rsquo s broader objectives provides a more cohesive direction for growth.

      4.      Leverage Core Competencies: Yanlord&rsquo s experience in high-end residential developments in China and Singapore can complement UE&rsquo s expertise in mixed-use and commercial projects.

 

The acquisition is consistent with Yanlord&rsquo s focus on growth in key Asian markets while diversifying its revenue streams. Let me know if you&rsquo d like more insights into how this move aligns with China&rsquo s recovery trends or Wee Ee Cheong&rsquo s involvement!
 


chartistkao3      ( Date: 03-Dec-2024 14:35) Posted:



Yanlord Land Group, in partnership with Perennial Real Estate Holdings, initially acquired a significant stake in United Engineers Limited (UEL), a company with various properties in Singapore, including United Square. Yanlord later expanded its shareholding to 35.27%, triggering a mandatory buyout offer. UEL&rsquo s assets include shopping malls, commercial developments, and hospitality properties in Singapore and China. Additionally, UEL owns WBL Corporation, which manages various real estate interests, enhancing Yanlord&rsquo s Singapore land bank. The acquisition supports Yanlord&rsquo s strategic growth in the region .



by buying Yanlord we have exposure in china and Singapore when they are undervalued 


 Useful To Me  Not Useful To Me
chartistkao3
Elite
03-Dec-2024 14:46     
 
chartistkao3 About Contact  Quote this Post!  
  x 0
  x 0

 Alert Admin 		Back in October 2019

Yanlord Land Group&rsquo s acquisition of United Engineers Limited (UE) reflects a strategic move to consolidate its interests in both UE and WBL Corporation. By bringing these entities together, Yanlord aims to enhance alignment across its portfolio, creating synergies that optimize operations and strengthen its integrated business model.

 

UE is a prominent real estate player in Singapore, and WBL Corp has diversified interests in property development, automotive, technology, and other sectors. The consolidation enables Yanlord to:

      1.      Streamline Operations: Combining resources and expertise across the companies could reduce redundancies and improve efficiency.

      2.      Expand Market Reach: Yanlord&rsquo s presence in Singapore is fortified by UE&rsquo s established reputation and assets.

      3.      Enhance Portfolio Synergies: Aligning the strategic goals of UE and WBL with Yanlord&rsquo s broader objectives provides a more cohesive direction for growth.

      4.      Leverage Core Competencies: Yanlord&rsquo s experience in high-end residential developments in China and Singapore can complement UE&rsquo s expertise in mixed-use and commercial projects.

 

The acquisition is consistent with Yanlord&rsquo s focus on growth in key Asian markets while diversifying its revenue streams. Let me know if you&rsquo d like more insights into how this move aligns with China&rsquo s recovery trends or Wee Ee Cheong&rsquo s involvement!
 


chartistkao3      ( Date: 03-Dec-2024 14:35) Posted:



Yanlord Land Group, in partnership with Perennial Real Estate Holdings, initially acquired a significant stake in United Engineers Limited (UEL), a company with various properties in Singapore, including United Square. Yanlord later expanded its shareholding to 35.27%, triggering a mandatory buyout offer. UEL&rsquo s assets include shopping malls, commercial developments, and hospitality properties in Singapore and China. Additionally, UEL owns WBL Corporation, which manages various real estate interests, enhancing Yanlord&rsquo s Singapore land bank. The acquisition supports Yanlord&rsquo s strategic growth in the region .



by buying Yanlord we have exposure in china and Singapore when they are undervalued 


chartistkao3      ( Date: 03-Dec-2024 14:27) Posted:



Buying Yanlord Land, despite U.S. hedge funds avoiding the Chinese property sector, could be a contrarian move based on specific factors:

 

1. Strategic Positioning and Value

 

      &bull       Wealthy Clientele: Yanlord focuses on high-end residential developments, targeting affluent buyers who are less affected by broader economic challenges.

      &bull       Balance Sheet Strength: Compared to other developers, Yanlord may have healthier financials, including lower debt levels and stable cash flow.

 

2. China&rsquo s Economic Recovery

 

      &bull       Policy Support: The Chinese government has recently implemented measures to stabilize the property market, such as easing mortgage restrictions and encouraging first-time homebuyers. This could benefit developers like Yanlord with exposure to key Tier-1 and Tier-2 cities.

      &bull       Urbanization Trends: Long-term demand for high-quality housing in urban areas remains strong, aligning with Yanlord&rsquo s projects.

 

3. Insider Buying as a Signal

 

      &bull       Wee Ee Cheong&rsquo s Stake: The UOB CEO&rsquo s increased stake in Yanlord suggests confidence in the company&rsquo s fundamentals and potential upside. Insider buying often signals undervaluation or expected improvement.

 

4. Contrarian Opportunity

 

      &bull       Undervalued Sector: With hedge funds avoiding the sector, valuations are depressed. A long-term investor might view this as a chance to enter before sentiment shifts.

      &bull       Selective Approach: Unlike many overleveraged peers, Yanlord&rsquo s focus on premium developments and strategic financial management could make it an exception within a struggling sector.

 

5. Diversification

 

      &bull       Exposure to Yanlord allows investors to tap into a specific segment of the Chinese economy, complementing broader investments in Singapore or U.S. markets.

 

If you&rsquo re investing based on the principle of moving from popular to unpopular securities, Yanlord could align with that philosophy&mdash potentially offering strong returns as sentiment eventually rebounds. However, the risks tied to broader market volatility and policy unpredictability in China should be carefully considered.
 


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