SMRT

(21-07-2016, 02:53 PM)ianphoon Wrote: Smrt trading at 1.65 now, 3c below offer price
Does it mean confirm profits for people who buy at this price?
And why does it not trade at offer price?

(20-07-2016, 07:45 PM)specuvestor Wrote:

(18-07-2016, 10:01 AM)specuvestor Wrote: Security now last only 15 years

I think this deal is pretty watershed on the govt's thinking of what is a reasonable margin for transport business in an operator model. I'm not sure how the profit collar works in reality ie for example does a one year bonus for staff pushing OM to below 3.5% qualify? But of course on the structure side transport companies can improve the ROE through capital management but without sizable assets it will be limited.

I think it is a good deal for the public consumer. I think the operator model is a good compromise between capex spending for public / social infrastructure vs Singapore Inc mentality.

(20-07-2016, 07:09 PM)brattzz Wrote: but... but...S$1.68 is low leh...considering the 1b stuck...

i REJECT the offer!

Offer $1.88 pls!

Brattzz though we suspect Temasek will do the standard chicken dance and up the price next week or so, whether $1.68 or $1.78 is good price already under this new framework, which if u read between my lines that it's a good deal for the public consumers

I suspect that without the deal u would be staring at $1.38 instead

(22-07-2016, 09:50 AM)BlueKelah Wrote: Is this possibly linked to the upcoming high speed rail thing? Maybe they are planning to have a wholly gov owned entity to run the HSR in the future, there should be massive growth and profits in that new line.

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(22-07-2016, 09:50 AM)BlueKelah Wrote: Is this possibly linked to the upcoming high speed rail thing? Maybe they are planning to have a wholly gov owned entity to run the HSR in the future, there should be massive growth and profits in that new line.

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(22-07-2016, 09:50 AM)BlueKelah Wrote: Is this possibly linked to the upcoming high speed rail thing? Maybe they are planning to have a wholly gov owned entity to run the HSR in the future, there should be massive growth and profits in that new line.

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(22-07-2016, 10:35 AM)kichialo Wrote:

(22-07-2016, 09:50 AM)BlueKelah Wrote: Is this possibly linked to the upcoming high speed rail thing? Maybe they are planning to have a wholly gov owned entity to run the HSR in the future, there should be massive growth and profits in that new line.

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I very highly doubt HSR can break even, let alone profitable.