SPH
Wisdom in SPH restructuring
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seemingly, this deal look like a force marriage and serve most to make the fund managers look good
in total SPH shareholder will get $0.668 cash and 1.378 SPH REIT share for every SPH share they hold which is a lousy deal for SPH retail shareholders
SPH can look for alternative competitive offer /buyer , such as property developers for its REIT and property assets
Haha as expected!
investshare ( Date: 03-Jul-2021 09:06) Posted:
| The pretty lady ready to get married and move out of the old rundown house. |
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Lai liao..
investshare ( Date: 21-May-2021 09:17) Posted:
You can whin and whin, when the big towkays are planning to snap out the prized asset in Sph.
SamWong ( Date: 19-May-2021 11:20) Posted:
| Wisdom my arse.
Wisdom is : if they had used their resouces and make a successful e commerce start up, in media you can look at Instagram startup as example, tik tok, etc....
Dont complain or give excuse Singapore market cannot do start up. With SPH huge $ and HR resources in media, could have gone to China in 2000s to venture, JV etc.
If they had done that, then yes, WISDOM.
DYODD |
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agree
Goldfinger ( Date: 03-Jul-2021 11:26) Posted:
| We still need to vote down the free giveaway and throw cash with it stupid plan. |
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We still need to vote down the free giveaway and throw cash with it stupid plan.
who buys Straits Times these days? Adverts in Straits Times are a waste of money for the advertisers
des_khor ( Date: 03-Jul-2021 09:28) Posted:
4th week never see COURTS advertisement ?
des_khor ( Date: 19-Jun-2021 09:54) Posted:
| Today Saturday right ? Why no COURTS advertisement again ? |
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4th week never see COURTS advertisement ?
des_khor ( Date: 19-Jun-2021 09:54) Posted:
| Today Saturday right ? Why no COURTS advertisement again ? |
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The pretty lady ready to get married and move out of the old rundown house.
Hang on there.
Probably a big hint - Everyman knows SPH is severely undervalued for its property and Fintech assets.
moron101 ( Date: 19-Jun-2021 12:51) Posted:
Keppel may increase its stakes on current SPH as part of its restructuring plans or simply just buy over all valuable assets from SPH.. looks like a good move. 👍 👍
investshare ( Date: 19-Jun-2021 08:42) Posted:
| Now cimb come out same conclusion as mine, and said Keppel is the towkay |
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Keppel may increase its stakes on current SPH as part of its restructuring plans or simply just buy over all valuable assets from SPH.. looks like a good move. 👍 👍
investshare ( Date: 19-Jun-2021 08:42) Posted:
Now cimb come out same conclusion as mine, and said Keppel is the towkay.
investshare ( Date: 21-May-2021 09:17) Posted:
| You can whin and whin, when the big towkays are planning to snap out the prized asset in Sph |
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You mean umbrage will ... ??
We don' t have to give money and property to media ?
investshare ( Date: 29-May-2021 09:34) Posted:
Be a little patience, will happen soon.
investshare ( Date: 21-May-2021 09:17) Posted:
| You can whin and whin, when the big towkays are planning to snap out the prized asset in Sph |
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Today Saturday right ? Why no COURTS advertisement again ?
Now cimb come out same conclusion as mine, and said Keppel is the towkay.
investshare ( Date: 21-May-2021 09:17) Posted:
You can whin and whin, when the big towkays are planning to snap out the prized asset in Sph.
SamWong ( Date: 19-May-2021 11:20) Posted:
| Wisdom my arse.
Wisdom is : if they had used their resouces and make a successful e commerce start up, in media you can look at Instagram startup as example, tik tok, etc....
Dont complain or give excuse Singapore market cannot do start up. With SPH huge $ and HR resources in media, could have gone to China in 2000s to venture, JV etc.
If they had done that, then yes, WISDOM.
DYODD |
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Big show this coming Sept, long to Huat More!
investshare ( Date: 14-Jun-2021 16:23) Posted:
| My ave is 1.28. I could sell and lock in profit now, but I decide to wait for the the big show. |
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My ave is 1.28. I could sell and lock in profit now, but I decide to wait for the the big show.
I am sure the majority owner of qoo10 wants to cash out and become a billionaire soon.
The 51-year-old entrepreneur (who started a similar venture in South Korea but has divested it) expects Qoo10 to stop bleeding red ink in the second half of 2020 - with an eye on an initial public offering the year after, to boot.Goldfinger ( Date: 30-May-2021 11:08) Posted:
Okay, think the shareholding of SPH in qoo10 may be down to 5percent, due to some dilution or additional equity. This more recent 2019 article puts the stake of SPH in qoo10 as 5percent.
Qoo10 sharpens focus on S-E Asia, Companies & Markets - THE BUSINESS TIMES
Goldfinger ( Date: 30-May-2021 11:01) Posted:
| The most potentially valuable is qoo10 I think. It owns a 6+percent stake in qoo10, which has a presence in multiple Asian markets, besides Singapore and qoo10 has other owners. The day that qoo10 goes for a stock market listing in the USA or Hong Kong or London (not silly SGX of course), or is bought out in the billlions by another competitor, eg SEA/Shopee or Lazada or Amazon - the valuation and returns will be very very very big. Very very big. Coupang had a lot of excitement, but SPH only had a 0.1percent stake in Coupang. In qoo10, it is a substantial minority shareholder. |
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Okay, think the shareholding of SPH in qoo10 may be down to 5percent, due to some dilution or additional equity. This more recent 2019 article puts the stake of SPH in qoo10 as 5percent.
Qoo10 sharpens focus on S-E Asia, Companies & Markets - THE BUSINESS TIMESGoldfinger ( Date: 30-May-2021 11:01) Posted:
The most potentially valuable is qoo10 I think. It owns a 6+percent stake in qoo10, which has a presence in multiple Asian markets, besides Singapore and qoo10 has other owners. The day that qoo10 goes for a stock market listing in the USA or Hong Kong or London (not silly SGX of course), or is bought out in the billlions by another competitor, eg SEA/Shopee or Lazada or Amazon - the valuation and returns will be very very very big. Very very big. Coupang had a lot of excitement, but SPH only had a 0.1percent stake in Coupang. In qoo10, it is a substantial minority shareholder.
n3wbie ( Date: 30-May-2021 00:45) Posted:
Do you mind sharing what new economy business does SPH own?
Keppel owns 60% of the data centre biz other potentials fall under minor investments in the digital portfolio, e.g. 0.1% in Coupang.
PBSA, Aged Care, Retail & Commercial [mostly covered by SPH REIT with the exception of Seletar Mall] are all brick and mortar businesses which are hardly new economy. |
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The most potentially valuable is qoo10 I think. It owns a 6+percent stake in qoo10, which has a presence in multiple Asian markets, besides Singapore and qoo10 has other owners. The day that qoo10 goes for a stock market listing in the USA or Hong Kong or London (not silly SGX of course), or is bought out in the billlions by another competitor, eg SEA/Shopee or Lazada or Amazon - the valuation and returns will be very very very big. Very very big. Coupang had a lot of excitement, but SPH only had a 0.1percent stake in Coupang. In qoo10, it is a substantial minority shareholder.n3wbie ( Date: 30-May-2021 00:45) Posted:
Do you mind sharing what new economy business does SPH own?
Keppel owns 60% of the data centre biz other potentials fall under minor investments in the digital portfolio, e.g. 0.1% in Coupang.
PBSA, Aged Care, Retail & Commercial [mostly covered by SPH REIT with the exception of Seletar Mall] are all brick and mortar businesses which are hardly new economy.
investshare ( Date: 20-May-2021 13:20) Posted:
No need to pay me $$$$ I will come out this strategy proposal:
1. Spin-off media as non profit
2. Bring in substantial investor for property asset
3. Standalone new economy business, likely distribute share directly |
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Do you mind sharing what new economy business does SPH own?
Keppel owns 60% of the data centre biz other potentials fall under minor investments in the digital portfolio, e.g. 0.1% in Coupang.
PBSA, Aged Care, Retail & Commercial [mostly covered by SPH REIT with the exception of Seletar Mall] are all brick and mortar businesses which are hardly new economy.
investshare ( Date: 20-May-2021 13:20) Posted:
No need to pay me $$$$ I will come out this strategy proposal:
1. Spin-off media as non profit
2. Bring in substantial investor for property asset
3. Standalone new economy business, likely distribute share directly |
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