Description

Sign up or Log In

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report.

Log in to read the full report.

show sort by

You are not eligible to view 2 messages. To gain access to more recent message posts signup free for membership.

14	member 7/02/16 1:27PM Re: Re: Re: Re: Re: Re: Re: Re: Re: Re: buy backs 13
Not yet, Mr. Lim replies to me on a 50% hit rate type of basis where I have to email him sometimes once or twice before I get a response. I will email him again view available tags
13	member 7/02/16 6:08AM Re: Re: Re: Re: Re: Re: Re: Re: Re: buy backs 12
thanks! Any update on the debt piece? view available tags
12	member 6/12/16 11:21PM Re: Re: Re: Re: Re: Re: Re: Re: buy backs 11
See below from JLL in HK. They think rents in where SiS is located will be more flattish over the next few years than decline majorly. Rents in Central are expected to increase 5-10% this year,... login to read the rest 1 view available tags
11	member 6/07/16 9:41AM Re: Re: Re: Re: Re: Re: Re: buy backs 10
Agree that the asset coverage is ample. It seems more like a liquidity concern. And based on my research into Hong Kong commercial property market, it feels like there will be a wave of new commercial... login to read the rest view available tags
10	member 6/02/16 6:50PM Re: Re: Re: Re: Re: Re: buy backs 9
Hi Skierholic - we saw that but given the ample asset coverage haven't focused on it. I will ask and find out more about the circumstances behind it. view available tags
9	member 6/02/16 5:55PM Re: Re: Re: Re: Re: buy backs 8
Hi Briarwood, Can you help us understand the HKD 800m bank loan that is due within one year? I supposed the loan was used to finance the real estate purchase. But why such a short dated loan to view available tags
8	member 6/01/16 5:57PM Re: Re: Re: Re: buy backs 7
This article in the WSJ today may be of interest: http://www.wsj.com/articles/investors-and-japanese-reits-a-love-story-1464708423 We will be sending to Mr. Lim! view available tags
7	member 6/01/16 8:13AM Re: Re: Re: buy backs 6
Mgmt's desire to keep its listing status make sense and he probably dont want to close the gap himself but let the general market do it for him Thanks! Great idea view available tags
6	member 5/31/16 12:35AM Re: Re: buy backs 5
The only thing I would add to your question is we think a REIT does more than give tax benefits. Right now the holdco is very cheap - if the REIT would trade for close... login to read the rest view available tags
5	member 5/31/16 12:33AM Re: buy backs 4
100%, it's a good question. The reason why Mr. Lim doesn't do this is his family owns close to the 75% threshold in HK that is allowed to be not part of the public float.... login to read the rest view available tags
4	member 5/30/16 7:54PM buy backs
Thanks for the idea! The article basically mentioned the "wise" timing of Lim's venture into the Japanese tourism and then talks about the spin off as suggested in your post. Qn: why doesnt the mgmt simply buy... login to read the rest view available tags
3	member 5/29/16 6:33PM Re: QUESTIONS 2
Thanks, JT would you mind sending any key points from that article in English in case you can translate? Thansk for the questions Bafana. 1) The HK properties are nearly all office assets in the central business... login to read the rest view available tags

load more messages

			2018	2019
Price:	68.04	EPS	5.10	5.50
Shares Out. (in M):	196	P/E	13	16
Market Cap (in $M):	14,680	P/FCF	0	0
Net Debt (in $M):	11,131	EBIT	1,750	1,800
TEV (in $M):	26,750	TEV/EBIT	16	16

Description

Sign up or Log In

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report. Log in to read the full report.

Sign up for free guest access to view investment ideas with a 45-day delay and read the full report.

Log in to read the full report.