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Trader$1 Member	27-Sep-2023 08:41        Trader$1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Brutal sell-off in ESR logos. I thought they have consolidated their balance sheet in the last divestment and investors should reward that. Is there any concrete reason for this crazy price action? looks like stop losses. n3wbie      ( Date: 26-Sep-2023 23:35) Posted: The sell off based on market speculation on the potential EFR for AEI seems quite overdone? Equally, it speaks to how edgy market is and reflects its sensitivity to potential corporate actions. Another stock which had a similar sell-off recently was Paragon REIT.
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n3wbie Elite	26-Sep-2023 23:35        n3wbie About Contact  Quote this Post! Style: Fundamental
x 0   x 0  Alert Admin	The sell off based on market speculation on the potential EFR for AEI seems quite overdone? Equally, it speaks to how edgy market is and reflects its sensitivity to potential corporate actions. Another stock which had a similar sell-off recently was Paragon REIT.
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Smallinvestor Senior	26-Sep-2023 23:21        Smallinvestor About Contact  Quote this Post!
x 0   x 0  Alert Admin	That's a lot......Sell Sell Sell. luckyguy3      ( Date: 26-Sep-2023 22:15) Posted: The next announcement potentially will be the $240million cold facilities AEIs. For the other 3 AEIs, they resort to fund raising in 2021. This coming one scary la.. wait they announce another fund raising really gg.   Goldfinger      ( Date: 26-Sep-2023 21:34) Posted: Well, many of us became ESR holders because we were from the old ARA Log/Cache, which was a good REIT.  People didn' t vote against, and hence we are here today. It is not all that bad. DPU have been generally resilient. There could be collateral impact from the big drop in ESR share price today. But, ESR does not hold a majority position in the ESR Reit
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luckyguy3 Senior	26-Sep-2023 22:15        luckyguy3 About Contact  Quote this Post!
x 0   x 0  Alert Admin	The next announcement potentially will be the $240million cold facilities AEIs. For the other 3 AEIs, they resort to fund raising in 2021. This coming one scary la.. wait they announce another fund raising really gg.   Goldfinger      ( Date: 26-Sep-2023 21:34) Posted: Well, many of us became ESR holders because we were from the old ARA Log/Cache, which was a good REIT.  People didn' t vote against, and hence we are here today. It is not all that bad. DPU have been generally resilient. There could be collateral impact from the big drop in ESR share price today. But, ESR does not hold a majority position in the ESR Reit. luckyguy3      ( Date: 26-Sep-2023 21:03) Posted: I was a strong supporter.. BUT fed up with their forever AEIs and acquisitions making the NTA and DPU dropped and dropped. Recently I sold all my ESR-LOGOS because I scared they will resort to another fund raising for the $240million cold facilties AEI. Their $300million raised recently are used to repay loan and pay for the costs of the other 3 AEIs. So I start to think they dun have money for this $240million cold facilities AEI, so the only way they are going to pay is to go for another fund raising and then push down the DPU and NTA AGAIN!!! They forever AEIs and disposal and acquisitions BUT everytime NTA and DPU dropped. How come har? Mapletree log and Ind, usually when they aquire or AEIs, their DPU NTA will go up one leh.. This ESR-LOGOS always go down and I think they overpaid each time causing the dilution of the shares and caused the DPU and NTA to drop everytime.  One important thing: Dun ever fall in love with a counter. This ESR-LOGOS super disappointment, the WORST investment I made.
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Goldfinger Supreme	26-Sep-2023 21:34        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	Well, many of us became ESR holders because we were from the old ARA Log/Cache, which was a good REIT.  People didn' t vote against, and hence we are here today. It is not all that bad. DPU have been generally resilient. There could be collateral impact from the big drop in ESR share price today. But, ESR does not hold a majority position in the ESR Reit. luckyguy3      ( Date: 26-Sep-2023 21:03) Posted: I was a strong supporter.. BUT fed up with their forever AEIs and acquisitions making the NTA and DPU dropped and dropped. Recently I sold all my ESR-LOGOS because I scared they will resort to another fund raising for the $240million cold facilties AEI. Their $300million raised recently are used to repay loan and pay for the costs of the other 3 AEIs. So I start to think they dun have money for this $240million cold facilities AEI, so the only way they are going to pay is to go for another fund raising and then push down the DPU and NTA AGAIN!!! They forever AEIs and disposal and acquisitions BUT everytime NTA and DPU dropped. How come har? Mapletree log and Ind, usually when they aquire or AEIs, their DPU NTA will go up one leh.. This ESR-LOGOS always go down and I think they overpaid each time causing the dilution of the shares and caused the DPU and NTA to drop everytime.  One important thing: Dun ever fall in love with a counter. This ESR-LOGOS super disappointment, the WORST investment I made.  Goldfinger      ( Date: 26-Sep-2023 20:42) Posted: I think it would be a great thing if ESR was forced to sell their stake in ESR REIT and it gets merged with MINT or something like that.
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luckyguy3 Senior	26-Sep-2023 21:03        luckyguy3 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I was a strong supporter.. BUT fed up with their forever AEIs and acquisitions making the NTA and DPU dropped and dropped. Recently I sold all my ESR-LOGOS because I scared they will resort to another fund raising for the $240million cold facilties AEI. Their $300million raised recently are used to repay loan and pay for the costs of the other 3 AEIs. So I start to think they dun have money for this $240million cold facilities AEI, so the only way they are going to pay is to go for another fund raising and then push down the DPU and NTA AGAIN!!! They forever AEIs and disposal and acquisitions BUT everytime NTA and DPU dropped. How come har? Mapletree log and Ind, usually when they aquire or AEIs, their DPU NTA will go up one leh.. This ESR-LOGOS always go down and I think they overpaid each time causing the dilution of the shares and caused the DPU and NTA to drop everytime.  One important thing: Dun ever fall in love with a counter. This ESR-LOGOS super disappointment, the WORST investment I made.  Goldfinger      ( Date: 26-Sep-2023 20:42) Posted: I think it would be a great thing if ESR was forced to sell their stake in ESR REIT and it gets merged with MINT or something like that. luckyguy3      ( Date: 26-Sep-2023 19:21) Posted: I think investors selling becos they afraid of another fund raising .. ESR-LOGOS needs $240million for the coming cold facility AEI, With ESR their sponsor doing badly in terms of share price in HK (historical low), I think ESR-LOGOS may have to resort to fund raising from their shareholders. Maybe the reason for today sell down?
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Goldfinger Supreme	26-Sep-2023 20:42        Goldfinger About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think it would be a great thing if ESR was forced to sell their stake in ESR REIT and it gets merged with MINT or something like that. luckyguy3      ( Date: 26-Sep-2023 19:21) Posted: I think investors selling becos they afraid of another fund raising .. ESR-LOGOS needs $240million for the coming cold facility AEI, With ESR their sponsor doing badly in terms of share price in HK (historical low), I think ESR-LOGOS may have to resort to fund raising from their shareholders. Maybe the reason for today sell down? Smallinvestor      ( Date: 26-Sep-2023 17:13) Posted: More fierce than Oue commercial. One day down 3cents. Later like OUE commercial reit, lowest $0.20. Took 1.5 months. Esr at this rate, 3 more days.
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luckyguy3 Senior	26-Sep-2023 19:21        luckyguy3 About Contact  Quote this Post!
x 0   x 0  Alert Admin	I think investors selling becos they afraid of another fund raising .. ESR-LOGOS needs $240million for the coming cold facility AEI, With ESR their sponsor doing badly in terms of share price in HK (historical low), I think ESR-LOGOS may have to resort to fund raising from their shareholders. Maybe the reason for today sell down? Smallinvestor      ( Date: 26-Sep-2023 17:13) Posted: More fierce than Oue commercial. One day down 3cents. Later like OUE commercial reit, lowest $0.20. Took 1.5 months. Esr at this rate, 3 more days.
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Smallinvestor Senior	26-Sep-2023 17:13        Smallinvestor About Contact  Quote this Post!
x 0   x 0  Alert Admin	More fierce than Oue commercial. One day down 3cents. Later like OUE commercial reit, lowest $0.20. Took 1.5 months. Esr at this rate, 3 more days.
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luckyguy3 Senior	26-Sep-2023 16:45        luckyguy3 About Contact  Quote this Post!
x 0   x 0  Alert Admin	really trying to catch up with OUE Comm reit 22 cents.. now 27.5 cents.. wow liao...  luckyguy3      ( Date: 26-Sep-2023 15:26) Posted: This one potential follows the pattern of OUE comm reit , dropped to 22-25 region.. disappointed... OUE Comm reit NTA 59 cents trading at 22 cents. ESR-LOGOS NTA 33 cents only.. I think potentially can catch up with OUE Comm reits 22 cents. lawrence83      ( Date: 23-Aug-2023 15:02) Posted: Actually we should welcome all feedback. I got burned badly from other reits because everyone just talking about the good news. I almost try to add more but then loom the report in details, realise things is not that straightforward. Decide to hold firs
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luckyguy3 Senior	26-Sep-2023 15:26        luckyguy3 About Contact  Quote this Post!
x 0   x 0  Alert Admin	This one potential follows the pattern of OUE comm reit , dropped to 22-25 region.. disappointed... OUE Comm reit NTA 59 cents trading at 22 cents. ESR-LOGOS NTA 33 cents only.. I think potentially can catch up with OUE Comm reits 22 cents. lawrence83      ( Date: 23-Aug-2023 15:02) Posted: Actually we should welcome all feedback. I got burned badly from other reits because everyone just talking about the good news. I almost try to add more but then loom the report in details, realise things is not that straightforward. Decide to hold first luckyguy3      ( Date: 27-Jul-2023 21:29) Posted: i' m stating facts. forum le for discussion.. if you just want to post all bad news then maybe don' t come to forum
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lawrence83 Senior	23-Aug-2023 15:02        lawrence83 About Contact  Quote this Post!
x 0   x 0  Alert Admin	Actually we should welcome all feedback. I got burned badly from other reits because everyone just talking about the good news. I almost try to add more but then loom the report in details, realise things is not that straightforward. Decide to hold first luckyguy3      ( Date: 27-Jul-2023 21:29) Posted: i' m stating facts. forum le for discussion.. if you just want to post all bad news then maybe don' t come to forum    sangsang1      ( Date: 27-Jul-2023 20:02) Posted: i' m stating facts. forum le for discussion.. if you just want to listen to all goood news then maybe don' t come to forum
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MichaelSchenker Master	02-Aug-2023 13:17        MichaelSchenker About Contact  Quote this Post!
x 0   x 0  Alert Admin	Anyone here sold this morning? What is your TP to Buy in again, in the near term.  MichaelSchenker      ( Date: 27-Jul-2023 07:36) Posted: Watch out for XD sangsang1      ( Date: 26-Jul-2023 22:48) Posted: DPU propped up by capital distribution from cash, without capital distribution, DPU actually down quite alot                                                 1H2023    1H2022   Distribution per unit (cents)      1.378          1.46                -5.6%          Taxable income                        1.073          1.231              -12.8%   Tax exempt income                  0.056        0.134              -58%   Capital distribution                    0.249          0.095            +162% once they stop capital distribution from cash, then DPU will be down quite alo
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luckyguy3 Senior	27-Jul-2023 21:29        luckyguy3 About Contact  Quote this Post!
x 0   x 0  Alert Admin	i' m stating facts. forum le for discussion.. if you just want to post all bad news then maybe don' t come to forum    sangsang1      ( Date: 27-Jul-2023 20:02) Posted: i' m stating facts. forum le for discussion.. if you just want to listen to all goood news then maybe don' t come to forum
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luckyguy3 Senior	27-Jul-2023 21:27        luckyguy3 About Contact  Quote this Post!
x 0   x 0  Alert Admin	So are u a shareholder of ESR-LOGOS?  If u are, then u should sell away ur ESR-LOGOS If u are not, then why are u here? spread fear? U dun even dare to say whether u are ESR-LOGOS shareholder. Sure u can say anything u want... this is open forum. U can even try to spread fear.. sure. but u dun even dare to say whether ur are ESR-LOGOS shareholder or not. If u are, then u should sell away ur ESR-LOGOS If u are not, then why are u here? spread fear? sangsang1      ( Date: 27-Jul-2023 20:02) Posted: i' m stating facts. forum le for discussion.. if you just want to listen to all goood news then maybe don' t come to forum
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luckyguy3 Senior	27-Jul-2023 21:25        luckyguy3 About Contact  Quote this Post!
x 0   x 0  Alert Admin	dun dare to say whether u are holding ESR-LOGOS shares.. OBVIOUSLY u are not ESR-LOGOS shareholders.. come here and spread fear :)   sangsang1      ( Date: 27-Jul-2023 20:02) Posted: i' m stating facts. forum le for discussion.. if you just want to listen to all goood news then maybe don' t come to forum
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sangsang1 Member	27-Jul-2023 20:02        sangsang1 About Contact  Quote this Post!
x 1   x 0  Alert Admin	i' m stating facts. forum le for discussion.. if you just want to listen to all goood news then maybe don' t come to forum
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luckyguy3 Senior	27-Jul-2023 19:59        luckyguy3 About Contact  Quote this Post!
x 0   x 0  Alert Admin	valuation loss does not affect cash flow. So are u a shareholder of ESR-LOGOS?  If u are, then u should sell away ur ESR-LOGOS If u are not, then why are u here? spread fear? sangsang1      ( Date: 27-Jul-2023 19:29) Posted: just check pg 2 and 3 of the 1h2023 financial report la ... i lazy la.. 1h2023 loss of 20million 1h2022 loss of 344 million https://esr-logosreit.listedcompany.com/newsroom/20230726_060605_J91U_IL2THCCGQGV8G8BC.1.pdf
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sangsang1 Member	27-Jul-2023 19:29        sangsang1 About Contact  Quote this Post!
x 0   x 0  Alert Admin	just check pg 2 and 3 of the 1h2023 financial report la ... i lazy la.. 1h2023 loss of 20million 1h2022 loss of 344 million https://esr-logosreit.listedcompany.com/newsroom/20230726_060605_J91U_IL2THCCGQGV8G8BC.1.pdf
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sangsang1 Member	27-Jul-2023 19:22        sangsang1 About Contact  Quote this Post!
x 1   x 0  Alert Admin	The capital distribution is 18% of dividend. completing the 3 AEI and 1 development will not increase dividend by 18%. its only 3 AEIs and 1 development out of a 81 property portfolio  So even when this is completed and they stop capital distribution, very likely dpu will drop Again, dont look at glossy presentation and read the cold hard financial numbers in the financial report. then you will also see the 96 million write down in value in 1H2023 alone and the drop in book value to 33.6 cents
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