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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
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
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
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
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!
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
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
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
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
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
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