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(27-10-2012, 01:00 PM)Stocker Wrote: So far how many coroperate management of foreign countries, from PRC , HK , India , Indonesia...etc .. really come here to create shareholder values for the investors ? ........................
I cannot give an exact count but to name a few that crosses my mind - certainly the likes of Sarin Tech (Israel), Dairy Farm (HK), First REIT (Indonesia), DTAC (Thailand), Riverstone (Malaysia) etc. These companies have paid consistent dividend to shareholders and their IPO shareholders have benefited greatly from capital appreciation. End of the day, it doesn't boil down to where the Manager comes from but rather on their abilities and acumen which will take time to be apparent which is why I tend to avoid IPO companies.
(Not Vested in any of these companies presently)
Disclaimer: Please feel free to correct any error in my post. I am not liable for anything. Do your own research and analysis. I do NOT give buy or sell calls and stock tips. Buy and sell at your risk. I am not a qualified financial adviser so I do not give any advice. The postings reflects my own personal thoughts which may or may not be accurate.
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(27-10-2012, 01:00 PM)Stocker Wrote: So far how many coroperate management of foreign countries, from PRC , HK , India , Indonesia...etc .. really come here to create shareholder values for the investors ? ........................
More importantly, is there any Biz Trust (plus Shipping Trust) still listed in SGX that's above IPO price? If I'm not wrong, .... zero! I wonder why... 
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27-10-2012, 01:37 PM
(This post was last modified: 27-10-2012, 01:43 PM by Nick.)
(27-10-2012, 01:19 PM)KopiKat Wrote: (27-10-2012, 01:00 PM)Stocker Wrote: So far how many coroperate management of foreign countries, from PRC , HK , India , Indonesia...etc .. really come here to create shareholder values for the investors ? ........................
More importantly, is there any Biz Trust (plus Shipping Trust) still listed in SGX that's above IPO price? If I'm not wrong, .... zero! I wonder why...
I have been wondering about this also considering some of the MLPs in the USA has done relatively well ie Brookfield Infrastructure Partners, Teekay LNG Partners, TC Pipelines, Plains All American Pipelines, Cedar Fair Partners to name a few.
Probably the ones listed here lack good managers and the seemingly good ones has been delisted (PST and HWT) ?????
Disclaimer: Please feel free to correct any error in my post. I am not liable for anything. Do your own research and analysis. I do NOT give buy or sell calls and stock tips. Buy and sell at your risk. I am not a qualified financial adviser so I do not give any advice. The postings reflects my own personal thoughts which may or may not be accurate.
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(27-10-2012, 01:37 PM)Nick Wrote: (27-10-2012, 01:19 PM)KopiKat Wrote: (27-10-2012, 01:00 PM)Stocker Wrote: So far how many coroperate management of foreign countries, from PRC , HK , India , Indonesia...etc .. really come here to create shareholder values for the investors ? ........................
More importantly, is there any Biz Trust (plus Shipping Trust) still listed in SGX that's above IPO price? If I'm not wrong, .... zero! I wonder why...
I have been wondering about this also considering some of the MLPs in the USA has done relatively well ie Brookfield Infrastructure Partners, Teekay LNG Partners, TC Pipelines, Plains All American Pipelines, Cedar Fair Partners to name a few.
Probably the ones listed here lack good managers and the seemingly good ones has been delisted (PST and HWT) ?????
Even for these 2 (PST and HWT) who seems to be the Best in their class, they were trading at below IPO prices for most of the time when they were listed. They were finally delisted at close to IPO price.
So, perhaps a good strategy for those who're willing to take the risk to invest in Biz Trust would be to patiently wait and observe the mgmt and DPUs + a sizeable enough drop in share price (which'll push up the yield and perhaps give a better margin of safety).... Allow for enough time for any hidden problems to show up / blow up... At least 2-3 years...??
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27-10-2012, 03:01 PM
(This post was last modified: 27-10-2012, 03:08 PM by freedom.)
(27-10-2012, 01:00 PM)Stocker Wrote: So far how many coroperate management of foreign countries, from PRC , HK , India , Indonesia...etc .. really come here to create shareholder values for the investors ? ........................
it would be naive to think that companies list publicly to distribute their profit. they list to get your money. that's a simple fact. for companies in Singapore or abroad.
(27-10-2012, 01:19 PM)KopiKat Wrote: (27-10-2012, 01:00 PM)Stocker Wrote: So far how many coroperate management of foreign countries, from PRC , HK , India , Indonesia...etc .. really come here to create shareholder values for the investors ? ........................
More importantly, is there any Biz Trust (plus Shipping Trust) still listed in SGX that's above IPO price? If I'm not wrong, .... zero! I wonder why...
my thinking about this is that the company issues its share at too high a price.
most of the listed trusts have performed relatively okay from what should be expected from them in operation. what's wrong is most likely the price and too much expectation and too rosy of the prospects?
to list a company at 100 PE, no matter how great its growth is, it is likely to trade below ipo price for a long time.
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27-10-2012, 04:30 PM
(This post was last modified: 27-10-2012, 04:32 PM by Stocker.)
The fact is many still go for the IPO and some choose to cut loss immd after trading  
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Just to note that Indian Government Bonds currently yield in the region of 8%.
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Religare Health Trust garnered some analyst attention this week culminating with 2 fairly detailed research reports covering the Trust operations, risk and growth drivers. Both analyst are fairly bullish about the Trust prospect since it is underpinned by operating assets back by 15 + 15 years lease.
1) CIMB: Indian healthcare exposure (51 pg report)
http://www.remisiers.org/cms_images/rese...12cimb.pdf [Report]
2) DBSV: Good bargain at 10% yield (32 pg report)
http://www.remisiers.org/cms_images/rese...12_buy.pdf [Report]
RHT is currently trading at 83.5 cents.
(Not Vested)
Disclaimer: Please feel free to correct any error in my post. I am not liable for anything. Do your own research and analysis. I do NOT give buy or sell calls and stock tips. Buy and sell at your risk. I am not a qualified financial adviser so I do not give any advice. The postings reflects my own personal thoughts which may or may not be accurate.
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(28-10-2012, 07:43 AM)tanjm Wrote: Just to note that Indian Government Bonds currently yield in the region of 8%.
As compared to religare, investing in indian govt bonds seems to make more sense, dont have to worry about operational risk. by the way, tanjm, are you familiar with how to invest in overseas bonds?
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(29-11-2012, 05:10 PM)money Wrote: (28-10-2012, 07:43 AM)tanjm Wrote: Just to note that Indian Government Bonds currently yield in the region of 8%.
As compared to religare, investing in indian govt bonds seems to make more sense, dont have to worry about operational risk. by the way, tanjm, are you familiar with how to invest in overseas bonds?
but rupee is dropping about the same rate against sgd.
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