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StarhillGbl Reit
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Starhill Rights Issue
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tonylim2
Senior |
29-Dec-2009 12:49
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Many thanks. Appreciate , I am still at learning stage.
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Farmer
Master |
29-Dec-2009 12:16
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Wow! BBs are lock in a battle at 51cts.....stay tune and see who emerge the winner. Haha...waiting to collect more as it's vastly undervalue now, closing in on 49.5cts - its adj-RI price. | ||||
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grandmaster89
Veteran |
29-Dec-2009 02:02
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Who says it isn't deal enhancing?
The 6.7% quoted is simply the return on equity from its Malaysian assets. This means that from every 100 million dollars worth of assets, it will yield 6.7million dollars to the distributable income. Assuming the deal goes through, Starhill Global Reit distributable income will increase due to the contribution from its newly acquired assets. If the assets are worth 500mil, Starhill will gain additional $33.5mil to distribute to unitholders. Remember, any asset that even yields a mere cent will increase the overall distributable income. The 6.7% refers to ROE (earnings/net assets) while the 7% refers to Starhill yield (based on dividends/share price). We cannot simply lump the 2 together.
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Farmer
Master |
28-Dec-2009 22:02
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Big vol. today selling at 51cts - BB's work. But the buying are equally strong at the same price. Let's see tomorrow and its closing price at year end. Dun tell me they're determine to drive it down for window dressing. What's the news? Oops! Francis Yeoh is still on holiday at Davos? | ||||
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tanstg
Senior |
28-Dec-2009 14:47
Yells: "Learn as I trade and trade as I understand" |
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Just be cautious if this counter is to touch 50.5cts today! | ||||
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tonylim2
Senior |
26-Dec-2009 13:09
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The present unit price of 0.515 represent yield of 7.2% , if include the purchase of David Jones In Perth , the yield will improve to 7.6/7.7 %. The yield of the 2 Malls in M'sia only yield 6.7% , it is not accretive at all. Shareholders will definitely vote this out in EGM which will be called in Jan/ Feb 2010. 
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tonylim2
Senior |
24-Dec-2009 16:32
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Not easy to break 0.50 unless there are disastrous events. | ||||
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tanstg
Senior |
23-Dec-2009 22:59
Yells: "Learn as I trade and trade as I understand" |
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Since u are going for a longer term on this counter, do not worry on the short term correction.
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Farmer
Master |
22-Dec-2009 22:14
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Thanks for your kind reply, tanstg.  Well, I'm vested since its ipo era and in it for longer term collecting dividends ~ 6-7% not too high/low for portfolio balancing. Different from you, I more on fundamentals but I do look at its technical from time to time for buying/selling signals. The current trend to me looks more like a buying opportunity - Bollinger bands are tightening(with vol), may signal a change in direction since late Oct'09.  |
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bikerlover
Member |
22-Dec-2009 21:42
Yells: "Good luck to your trading!" |
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There's a resistance at $0.52, so it seems hard for this counter to go below $0.5. It will linger awhile, and then slowly goes up. But whether it will go up or not, will depend on it's next coming quarter report at somewhere end of JAN 2010, and also depends on it's dividend payout. |
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tanstg
Senior |
22-Dec-2009 19:18
Yells: "Learn as I trade and trade as I understand" |
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Farmer - FYI - here is what I have written for my own learning and tracking.... I'm just using these forum for my personal tracking in case I have forgotten what I have studied and predicted on those counter that I'm keen in. It will be good to do your own judge and study on the counter .....it is all your own risk.....do not trust anyone in the forum except yourself. Just an advice!
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tanstg
Senior |
22-Dec-2009 19:08
Yells: "Learn as I trade and trade as I understand" |
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Base on the chart, we noticed that yester-(dark cloud candle stick) and today close price is far below 30-day MA. 30- and 55- days MA is widening which tells us that downtrend or correction is on it's way now....IDS Parabolic has also change to trending down indication from yesterday close. These are all tech. analysis only - as mentioned it all depend on many factors as well, such as external environment like oversea investor fund injection or other general properties report or maybe tomorrow someone is taking up the entire Takashimaya rental floors (say 5-6 office floors) for 10 years...etc. No one (including me) can be 100% sure of the next day trade but their short term trend can still be predicted. Good luck! As mentioned, I will only re-enter at 45 ~48cts in short term (only if it do happen)
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Farmer
Master |
22-Dec-2009 17:48
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Just to share an article from NST....perhaps the Insight of Chairman for YTL Corp? Start the clock now1193 words 20 December 2009 New Straits Times English (c) 2009 New Straits Times Press (Malaysia) Berhad. WITH
Starhill Gallery's watch showcase this year, Tan Sri Francis Yeoh looks
at environmental issues. The chronograph is spinning, the numbers are
worrisome and the time is now, he tells RACHAEL PHILIP.THE next time you look at your watch, Tan Sri Francis Yeoh hopes it tells you more than just the time. It should spur you to think about the environment and how fast we're losing the battle. Now's the time. He feels that if you've not been doing your bit at home, in the work place or in your organisation, it's time to start. This year, with the theme "Time for the Environment", the managing director of YTL Corp Bhd has forged a seamless link between two of his passions - he's ardent about watches, he's worried about the environment. Unintentionally coinciding with the apocalyptic film, 2012, as well as the leaders' meeting in Copenhagen, the 11-day extravagant watch showcase which ended last Sunday was his platform to shout out his message. "I felt it was a good chance to use this world-class event to put the spotlight on environmental issues which affects everyone, everywhere," says Yeoh, 55. "We must stop the environmental degradation. We are living in a very serious state and people are trying to stop the truth from coming out," he adds, referring to the leaked e-mails from the University of East Anglia's Climate Research Unit, discovered just last month. Besides property, YTL's core businesses are in utilities, cement manufacturing and construction, among others. A sure target for activists. But Yeoh is not one who cuts corners. Instead he tries to be responsible in every corner. "We were the first in the country to advocate the use of clean fuel such as gas instead of coal and crude oil for our power plants. "Our submarine pipes are extended 10 per cent further than what is required by engineering by laws to maintain the ambient temperature of marine environment," he offers. "Even at Pangkor, it's an 18-million-year-old forest and people want you to 'Patong-nise' everything. I'm doing the opposite. Preserve the environment and place a naturalist there." What little things does he personally do for the environment? "Articulation. I feel can do more big things. I advocate the use of the ERL, it takes 3.5 million cars off the road in a year." Does he use the ERL? "Every time. Why do people find that surprising? Wake up guys! We always complain that public transportation is never on time. The ERL arrives every 15 minutes and takes 28 minutes to reach KLIA. It's so efficient. "We just have to make sure that we are there at every 13th minute of every quarter of an hour and get on the train. But we are quite used to the punishment and arrive either too early or too late and waste time." He's happy to say that CNBC was in town to document this year's A Journey Through Time III, and the forums and talks on the environment, into two-episode shows. "They were surprised to learn that there was a big watch festival in KL and they were curious. KL houses many big stand-alone watch boutiques in the world, like Jaeger Le Coultre and Bedat & Co which recently opened its first ever stand alone boutique," he says. Draped on his left wrist is, the flavour of the season, a Bedat & Co. Tugging at his cuffs, he shows me the squared face No 7 with Art Deco-inspired numerals. "Although the Swiss AOSC certification says that 60 per cent of parts must come from Switzerland, Bedat & Co maintains 100 per cent Swiss parts. That's why I like it. And they are selling it at a very honest price," he stresses. As owner of the exclusive Starhill Gallery, which houses over 100 luxury watch brands, does he receive watches and other items of adornment as gifts? "No, I buy them. I buy watches to record memorable events in my life. I have about 70 extraordinary pieces... priceless," he says emphatically. This is not counting the many Rolexes and Cartiers that he receives on birthdays. He hopes to open a museum to showcase his rare collection one day. "My father gave me a watch when I turned 21. I bought myself a watch when I made my first million ringgit, first 100 million ringgit, first billion ringgit... The strange thing is, the more money you make, the cheaper the watches become," he says, laughing. It is with some difficulty that Yeoh recalls his first timepiece, given to him by his grandfather. It was a Titoni. "It's a fascinating piece. The Chinese love them. It was the only watch around during the Communist period. I wish I had kept the watches my grandpa gave me." Although connoisseurs and watchmakers readily admit that it's a useless instrument - even Yeoh thinks that it's redundant in this age - he gets all excited talking about watches. "I am fascinated with this instrument which not only measures time but the quality of time. It's an incredible piece of machine that gives me so much pride. You are literally carrying a piece of Picasso around," he says. "Mechanical watches are environmentally friendly. They do not use batteries and it's very unlikely you would throw away a good watch. It's the only machine that emits no carbon footprint, yet is made to work perpetually, with no rest. What goes on behind all this? This must grab your imagination." Despite the sluggish economy, Yeoh thinks he has put on a good show this year. "We still had masterpieces flown in. We must always think long-term. The economic downturn is a short-term thing. We must continue with our plans and reward beauty," he says. The Journey Through Time exhibitions are Yeoh's way of rewarding watch connoisseurs, independent watch-makers and the industry as a form of long-term business models as well as showing off time pieces as a form of sustainable art. Now that the exhibition is over, Yeoh and his five children will keep the family tradition of heading to the mountains in Davos for skiing and some quiet time together, Bible sharing. "I'm an avid reader. I'll bring about 50 books and hope to read a book a day. It's a small village, nobody cares who you are. It's not a party town," says Yeoh who still wears his wedding band. Puan Sri Rosaline Yeoh passed away three years ago. "It's therapeutic to look at the mountains. You see the glory of God before you and you feel humbled. Snow is the most beautiful thing. It captures the awesomeness of His glory." It is in this mountain retreat that Yeoh witnessed the glaciers receding and feel it's worrisome. "We used to have good snow in October but now we only go in December. I dread to think what we are leaving behind for our children." ( END ) |
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Farmer
Master |
22-Dec-2009 17:16
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Why did u say that? Looks like you're quite confident this stock will drop in the near term. Kind to elaborate further?
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tanstg
Senior |
22-Dec-2009 15:00
Yells: "Learn as I trade and trade as I understand" |
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Depend on your call on Starhill.... If you are going for long (1 or 2 years) or just div, it is still at a good price. However, if you are going for short term, just be cautious! Nothing is for sure in stock market, esp in market like Singapore which depends every much on other index....and external factors. |
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grandmaster89
Veteran |
22-Dec-2009 00:50
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Starhill holds alot of prime shopping malls. Good stock to hold. | ||||
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freeme
Elite |
21-Dec-2009 22:50
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yup.. it shouldnt break the support.. even if its slow, its still a nice counter to keep for div while waiting for its asset to be revalue.. | ||||
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Calculation
Senior |
21-Dec-2009 16:01
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This counter has been getting far too lazy. Give it a kick, man! But make sure it jumps in the right direction, not the other way. | ||||
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Farmer
Master |
21-Dec-2009 11:36
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If the trading vol isn't significant, I think we can throw the chart out of the window. Tho, I see strong support at 50-51cts which are being tested a few times recently. It is unlikely to break unless something unforeseen happen....touch wood! 
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tanstg
Senior |
21-Dec-2009 10:13
Yells: "Learn as I trade and trade as I understand" |
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Just a custious! If this counter close at 52 ~ 53cts today, a counter attack candle stick will form and tomorrow will be trending low. | ||||
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