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KWG Property (01813.HK)
14-02-2018, 03:03 PM,
Post: #71
RE: KWG Property (01813.HK)
(13-02-2018, 02:56 PM)soros Wrote: Posted on aastocks website on 5 Feb 2018 :

Elly Chen, Research Analyst of China's Real Estate at Nomura, said on conference call that she expected real estate industry in Mainland China will experience integration this year and see greater opportunities in merger and acquisitions.

Chen also assumed uptrend to continue for Chinese property developers listed in Hong Kong. The research house was upbeat on

CHINA RES LAND (01109.HK)  +0.800 (+2.883%)    Short selling $144.66M; Ratio 43.892%   ,
CHINA VANKE (02202.HK)  +0.650 (+1.876%)    Short selling $15.15M; Ratio 13.136%   ,
COUNTRY GARDEN (02007.HK)  +0.220 (+1.677%)    Short selling $32.16M; Ratio 5.111%   ,
LONGFOR PPT (00960.HK)  +0.650 (+3.052%)    Short selling $4.56M; Ratio 7.145%   ,
SUNAC (01918.HK)  +0.950 (+3.461%)    Short selling $37.19M; Ratio 13.899%   and
KWG PROPERTY (01813.HK)  +0.340 (+3.178%)    Short selling $5.39M; Ratio 8.966%   .

(Quote is delayed for at least 15 mins.Short Selling Data as at 2018-02-13 12:25.)

Any suggestions for 'merger and acquisition' target? Probably smaller players with low valuation relative to NAV ...

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14-02-2018, 11:27 PM,
Post: #72
RE: KWG Property (01813.HK)
Sorry , I do not know any small target companies.

I did see a company announcement it was entering into joint venture with Country Garden ( 2007.HK ) but cannot remember name of company.

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15-02-2018, 05:37 AM,
Post: #73
RE: KWG Property (01813.HK)
(14-02-2018, 11:27 PM)soros Wrote: Sorry , I do not know any small target companies.

I did see a company announcement  it was entering into joint venture with Country Garden ( 2007.HK  ) but cannot remember name of company.

That was Powerlong 1238. I have a thread about them.

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15-02-2018, 11:36 AM,
Post: #74
RE: KWG Property (01813.HK)
Thank you for pointing out Powerlong which is price at $3.93 this morning. also the NAV is over $6. So you could say it should be a target for valuebuyers..

This Company ( 1238.HK ) has a market cap of $15 Bil whilst Country Garden ( 2007.HK) has a market cap of $303 Bil.

So it could be a takeover prospect but I don't know if CG Directors want to gobble up its partners.

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17-02-2018, 05:44 AM,
Post: #75
RE: KWG Property (01813.HK)
(07-02-2018, 02:21 PM)bmann025 Wrote: gelonghui expects huge increase in revenue for 2018 and 2019

https://www.gelonghui.com/p/165242

OCBC appears to support that view:

'8-Feb-18 1813 KWG Property Holdings Ltd Start of a stellar year ahead Buy - HK$ 15.67'

https://portal.iocbc.com/assets/pdf/ospl...age-SG.pdf

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17-02-2018, 03:58 PM, (This post was last modified: 17-02-2018, 04:03 PM by soros.)
Post: #76
RE: KWG Property (01813.HK)
The OCBC report recommends 2 companies listed on the Hong Kong Stock Exchange :

Longfor (0960.HK) with fair value price at $25.25 and the closing price last thursday ( 15 Feb) was $24.00

KWG ( 1813.HK) with fair value at $15.67 and the closing price last thursday (15 Feb) was $12.08

Its a no brainer, you would choose KWG offering prospects for making 29 % gain compared to Longfor offering prospects for only 5% gain.

I can say this because I am biased and invested in KWG. .

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