Guthrie GTS

[a74henry]

Think daily updates on price movements borders on spamming...

Spamming? No.

It is always good to buy at a discount. Guthrie and many other counters are trading at a discount to their book value. These are worth your analysis. Always do your own check before investing.

(Vested)

[greengiraffe]

http://info.sgx.com/webcoranncatth.nsf/V...E00100B15/$file/FORM3_GA1821_12Mar13_final.pdf?openelement

http://info.sgx.com/webcoranncatth.nsf/V...E000AA2D1/$file/FORM1_V4_9_1_PM130313.pdf?openelement
Towkays up stake:

12/3/13 +1217k @ $0.7298
13/3/13 +423k @ $0.7265

Rich towkay buy shares really different - average price also end with hu8t.

Like that no worries liao. Actually, all the while no worries - towkays so rich until need to constantly find things to buy...

[a74henry]

Thank you for sharing. Finally, I understand the reason for the price rise and volume surge.

The management is buying. Good. This implies the management is confident of its company future and reinforces the idea that it is undervalued.

[Wildreamz]

Guys I am comparing Guthrie with LKH, any insight on their 1st quarter results?

Revenue increased but profit dropped, will growth continue on this counter?

LKH seems much more attractive from its lower PE, higher yield and higher growth (higher ROE and sustainable growth rate) year on year.

Guthrie seems to be dragged down quite a bit every quarter by their leisure and engineering divisions.

On the plus side its NAV increased again to 101 cents per share, also Adora Green going to TOP in the 2H 2013, so that is another thing we can look forward to. Are there any other hidden value of Guthrie that I am missing?

[Wildreamz]

Trading halt tomorrow, pending announcement.

What could it be?

http://info.sgx.com/webcorannc.nsf/Annou...endocument

[Dividend Warrior]

Trading halt tomorrow, pending announcement.

What could it be?

http://info.sgx.com/webcorannc.nsf/Annou...endocument

My wild guess.

Maybe a REIT listing.....

[ngcheeki]

Trading halt tomorrow, pending announcement.

What could it be?

http://info.sgx.com/webcorannc.nsf/Annou...endocument

Would it be another attempt by the major shareholder Putra Masagun which currently own 69.2% of the company take the company private?

[pianist]

do u mean he made an attempt before previously?

[desmondxyz]

Trading halt tomorrow, pending announcement.

What could it be?

http://info.sgx.com/webcorannc.nsf/Annou...endocument

My wild guess.

Maybe a REIT listing.....

If REIT related, Lee Kim Tah should halt also....they own 50% of Jurong Pt each....

[Jacmar]

My gut feel is that it will be a GO given that the NTA(not RNAV) is about $1.00. Too cheap to resist by major SH. if the GO is not close to $1, I am not letting go. Not likely to be a REIT but cannot rule out as they build their Indonesian portfolio.