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241-260 of 309
Aht starts to move higher from 0.625 to 0.645 and came acquisition annoucement.. Interesting...
I think only ready in 2019. It good
Concern is whether right time to buy the asset..
Concern is whether right time to buy the asset..
Goldfinger ( Date: 04-Dec-2015 16:40) Posted:
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Given the central location, wow factor of the building and price - good and sound buy in Melbourne.
ecekca ( Date: 04-Dec-2015 14:41) Posted:
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Anyone has any view of the recent acquisition?
RSI just hit 70% to oversold area.
I think it moving up purely on the macro news since there no company news..
Actually, the AUD is indeed strengthening against SGD. This will have a positive bearing on the profits/revenues accruing from AHT' s Aussie hotels going forward...
Also, the ongoing instability in Europe currently may result in more domestic tourism amongst Aussies. This will be positive for hospitality related plays in Austalia as well.
ecekca ( Date: 01-Dec-2015 21:32) Posted:
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no announcement on sgx too.
ecekca ( Date: 01-Dec-2015 21:32) Posted:
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Don' t think so.. ccy movement is like trading...
Goldfinger ( Date: 01-Dec-2015 19:36) Posted:
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Aussie and Yen have been strengthening?
ecekca ( Date: 01-Dec-2015 16:17) Posted:
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AHT moves up 3.2% . Any one has any idea why it went up ?
which is good...just that macro news will cause it to drop...
Goldfinger ( Date: 29-Nov-2015 15:31) Posted:
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Most of their hotels are Freehold - which means you get div forever
ecekca ( Date: 29-Nov-2015 14:11) Posted:
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how u define brand name for their hotel? I think their hotels quite okay (i mean at least above 3 to 4 stars i think)
Agreed with you that forex is a big risk that why they need to hedge .
Know-Your-Stuff ( Date: 29-Nov-2015 14:05) Posted:
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The hotels they ave have no brand name and very fragmented.And forex is big risk. Forsee most of the currencies (A$, CNY, Jap Yen, etc) they are involved with will depreciate against S$ because of QE and US$ appreciating once Fed hike rate in Dec. To mitigate those risks, there will be another round of hedging and of course they have to pay millions for it just like previously. In addition, those economies are not doing well, esp China and Australia. I have some units but will not buy at current price. Risk is high. Make your own decisions.
Short tem buy
Technical moving up to 0.685 to 0.695
Waiting for the rebound to 0.69 again!!!
Goldfinger ( Date: 19-Nov-2015 12:52) Posted:
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Not sure about you guys - but I know at least 5 families all going separately to Japan this month and next. They are also the type to spend big eg skiing and Club Med etc So there is a tourism revival going on and counters with Japan and also Australian retail and hotel exposure are going to benefit esp given diversion of traffic from Europe given the current fears..
ecekca ( Date: 18-Nov-2015 19:23) Posted:
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Expect to rebound back to 0.69
Oversold level
Level of support at 0.57
Heading south
Result will be better if AUD and JPY strengthen
JPY is doing QE, so JPY will weaken even more
AUD is based on commodity, if commodity weakened more, AUD should head south
Economy downturn, i think occupany rate will drop for all, irregardless of SG/AUD/JPY as everyone will be cutting cost