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Is Tuan Sing the Next to Go Private?
&zwnj
With Sinarmas Land joining the growing list of SGX-listed property firms being taken private, the spotlight now turns to other undervalued, thinly traded developers like Tuan Sing Holdings.
&zwnj
Trading well below book value and with over 60% insider ownership, Tuan Sing shares characteristics with companies that have already delisted &mdash limited liquidity, asset-rich portfolios, and minimal need for public fundraising. It wouldn&rsquo t be surprising if it &mdash and others &mdash consider a similar path.
Other candidates with deep value and strategic flexibility may include Boustead Singapore (backed by a strong net cash position of over S$368 million), and Ho Bee Land, which is also closely held and asset-heavy.
&zwnj
🔎 Caveat: This is purely speculative and based on publicly available data.
💡 Reminder: This post is not financial advice. Investors should do their own due diligence (DYDD) and consult a licensed advisor before making any decisions.
&zwnj
📉 As privatisations outpace new listings on SGX, the real estate sector may be quietly realigning &mdash and the public market may not be where the real value gets unlocked.
Is Tuan Sing the Next to Go Private?
&zwnj
With Sinarmas Land joining the growing list of SGX-listed property firms being taken private, the spotlight now turns to other undervalued, thinly traded developers like Tuan Sing Holdings.
&zwnj
Trading well below book value and with over 60% insider ownership, Tuan Sing shares characteristics with companies that have already delisted &mdash limited liquidity, asset-rich portfolios, and minimal need for public fundraising. It wouldn&rsquo t be surprising if it &mdash and others &mdash consider a similar path.
Other candidates with deep value and strategic flexibility may include Boustead Singapore (backed by a strong net cash position of over S$368 million), and Ho Bee Land, which is also closely held and asset-heavy.
&zwnj
🔎 Caveat: This is purely speculative and based on publicly available data.
💡 Reminder: This post is not financial advice. Investors should do their own due diligence (DYDD) and consult a licensed advisor before making any decisions.
&zwnj
📉 As privatisations outpace new listings on SGX, the real estate sector may be quietly realigning &mdash and the public market may not be where the real value gets unlocked.
Be patient. It will come :)
tangsookiam1947 ( Date: 12-May-2025 00:23) Posted:
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Privatisation offer for Sinarmas Land raised to 37.5 cents
Sinarmas Land Privatisation Offer Raised to 37.5 Cents
Published by The Edge Singapore on May 11, 2025
The Widjaja family, through Lyon Investments, has increased its privatisation offer for Sinarmas Land from 31 cents to 37.5 cents per share. The offer acceptance deadline has been extended to May 29, from the original May 14. Shareholders who previously accepted the 31-cent offer will still benefit from the revised 37.5 cents. As of May 9, the offeror controls 94.15% of Sinarmas Land shares. The stock last traded at 32 cents on May 9.
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So when is Tuan Sing' s Turn?
Sinarmas Land Privatisation Offer Raised to 37.5 Cents
Published by The Edge Singapore on May 11, 2025
The Widjaja family, through Lyon Investments, has increased its privatisation offer for Sinarmas Land from 31 cents to 37.5 cents per share. The offer acceptance deadline has been extended to May 29, from the original May 14. Shareholders who previously accepted the 31-cent offer will still benefit from the revised 37.5 cents. As of May 9, the offeror controls 94.15% of Sinarmas Land shares. The stock last traded at 32 cents on May 9.
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So when is Tuan Sing' s Turn?
superstartup ( Date: 05-May-2025 11:54) Posted:
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what is the likelihood of Tuan Sing taken private?
superstartup ( Date: 05-May-2025 11:54) Posted:
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Last fri up bullish to 260
Now 1m shares selling at 250
Pressing the price down.
Actions look similiar to Sinarmas, just before the privatisation offer.
Press price down, then offer a " low ball" that looks higher.
Now 1m shares selling at 250
Pressing the price down.
Actions look similiar to Sinarmas, just before the privatisation offer.
Press price down, then offer a " low ball" that looks higher.
As though you guys bought real high near NTA.
No free lunch la.
Looking to add more for long term holding
No free lunch la.
Looking to add more for long term holding
Honestly dun waste time on TS, I have treated this as a measly savings account long ago. Bought it innocently just looking at NTA, thot was a steal only realised it was a value trap. The worst feel is mgt is doing nothing with their staple of properties, future plans for Gultech or to raise any divvy etc.
Hopeless & JLB mgt.
Hopeless & JLB mgt.
HuatAh7898 ( Date: 21-Apr-2025 20:36) Posted:
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don' t think they will want to takeover...the group has so much bank borrowings and debts.
property counters usually thrive in declining interest rate environment..But FEDs is not cutting so soon...
superstartup ( Date: 15-Apr-2025 13:46) Posted:
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Agree.
But I prefer no privatisation.
Then can trade 2 to 3 rounds each year.
Buy say below 250 and then sell near 300.
Very good % annual return.
But I prefer no privatisation.
Then can trade 2 to 3 rounds each year.
Buy say below 250 and then sell near 300.
Very good % annual return.
MrBear12 ( Date: 15-Apr-2025 13:39) Posted:
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The only capital gain I see in this is a takeover
superstartup ( Date: 15-Apr-2025 12:53) Posted:
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I buy for capital gain using OA account.
Bought small small so no worries.
Bought small small so no worries.
MrBear12 ( Date: 15-Apr-2025 12:35) Posted:
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If not, what play is this?
CPF retirement account gives between 4-6% yield guaranteed.
Why buy this for a mere 2.9% yield?
Trade with questions
CPF retirement account gives between 4-6% yield guaranteed.
Why buy this for a mere 2.9% yield?
Trade with questions
superstartup ( Date: 15-Apr-2025 12:31) Posted:
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Nope.
Yield at 240 is 2.9%
For yield plays, go for Reits and Banks instead.
Yield at 240 is 2.9%
For yield plays, go for Reits and Banks instead.
MrBear12 ( Date: 15-Apr-2025 12:09) Posted:
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Does this have 5% yield?
Assuming you buy at 24 cents.
Assuming you buy at 24 cents.
superstartup ( Date: 15-Apr-2025 12:00) Posted:
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Bought another 100K @ 240 using CPF
Keep for long term
Keep for long term
How much are they investing in batam? And how is that project going?
the angst or misgiving about TS mgt is that there is no update on their plans to realise the potential staple of hotels or properties. What they going to with their Gultech stakes, listing in China which they mentioned donkey years ago!
the mgt is jiak leow bee ones
the mgt is jiak leow bee ones
how do you know? Insiders didnt buy back recently...Very quiet...
SmallSmall ( Date: 28-Mar-2025 09:09) Posted:
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Next in line after Sinarmas Land. Another way undervalued stock