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Expect AHT to charge up to 80 cents and above
anothe day of high volume.. Maybe unknown buying up shares
okie tx for the info.
Goldfinger ( Date: 28-Dec-2015 11:16) Posted:
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At least 20%-30% higher for freehold I think, although rentals would be about the same.
ecekca ( Date: 28-Dec-2015 10:47) Posted:
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bigger player buying up AHT
price push up to 0.765
i know what you mean
how much valuation difference for freehold condo and 99 year condo?
Goldfinger ( Date: 27-Dec-2015 21:50) Posted:
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Just like how you would view a freehold condo in SGP vs a 99 year condo in a similar location earning the same rent I suppose - with freehold you can redevelop and maximise plot ratios in future without having to pay for a fresh lease..
ecekca ( Date: 27-Dec-2015 20:51) Posted:
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how much do you think freehold play a role in their valuation ?
I doubt AHT is attractive because its freehold?
Goldfinger ( Date: 25-Dec-2015 17:45) Posted:
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For Sabana,
Price is cheap cos DPU keep dropping and because their master leases keep on converting to multi-leases
it also due to oversupply of industrial space..
For Fortunre Reit, why do you say have to pay alot more? care to share your view
junction ( Date: 25-Dec-2015 18:49) Posted:
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Sabana just need a change of managers. The price is cheap because the managers are not good. This makes it a good target. To take over Fortune Reit you would have to pay a lot more - not cheap. That does not make it a good target to take over.
ecekca ( Date: 24-Dec-2015 17:19) Posted:
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I'm not even sure if there are comparables to AHT on SGX as AHT properties are largely freehold
if the unknown wants to takeover, they better offer a damn good price like 1.4 P/B if they are betting the australia property will rise.
if they wants to wash their dirty $$, they better even offer a super good price like 1.8 P/B cos the holders are helping them
Goldfinger ( Date: 24-Dec-2015 17:21) Posted:
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So sweet - haha - just an innocent observer lah.. 😇
ecekca ( Date: 24-Dec-2015 17:20) Posted:
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you?
Goldfinger ( Date: 24-Dec-2015 17:06) Posted:
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the reason why Private equity fund loves to take them becos they only mark them once a yearly.
sabana is cheap but it crap
they should take over fortune REIT or Far East HTrust since its the cheapest..
junction ( Date: 24-Dec-2015 14:50) Posted:
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Never show hand yet...
m& A may spike up as prices of shares/reits have corrected. We never know, the next reit/trust to be taken over might be one of those cheaper ones such as Sabana or even APTT
ecekca ( Date: 24-Dec-2015 10:33) Posted:
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the unknown is buying big. suddenly volume spike up and now it 0.75
Sell Vol(K) 500.6K @ 0.735
Buy Vol(K) 647.6K @ 0.73
ecekca ( Date: 24-Dec-2015 09:58) Posted:
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Buy Sell
0.73
ecekca ( Date: 24-Dec-2015 09:25) Posted:
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Another buyer
1.4K
out of 367.4K (only 14.9K are buyer, the rest are seller)
ecekca ( Date: 24-Dec-2015 09:19) Posted:
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