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Cache Logistics Trust
02-06-2011, 09:01 PM.
Post: #11
RE: Cache Logistics Trust
mapletree log trust recently got 1 at 9% yield in korea. thats why i brought it up.
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02-06-2011, 09:10 PM. (This post was last modified: 02-06-2011, 09:13 PM by Pelhamh.)
Post: #12
RE: Cache Logistics Trust
Fair point, drzzt. Unless the Chinese asset was in a prime location (sounds like it was) and the Korean asset was in a B grade location (not sure about that). Then we need to understand their FX hedging strategy...

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02-06-2011, 09:14 PM.
Post: #13
RE: Cache Logistics Trust
(02-06-2011, 09:01 PM)Drizzt Wrote: mapletree log trust recently got 1 at 9% yield in korea. thats why i brought it up.

Which one will Cache spend its money on - asset from parents or third party asset ?

CWT earned $6.86 million in the latest China sale and leaseback deal with Cache valued at approx $14.5 million. There is a quite a number of properties in the ROFR and development assets coming online in the next 2 years. Would it make better sense to purchase CWT for the potential boost in earnings and book value going forward or Cache for its stable income backed by master leases from CWT ?
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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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02-06-2011, 09:22 PM.
Post: #14
RE: Cache Logistics Trust
Nick - where did you get the $6.86 million profit for CWT from in this deal with Cache?

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02-06-2011, 09:31 PM.
Post: #15
RE: Cache Logistics Trust
(02-06-2011, 09:22 PM)Pelhamh Wrote: Nick - where did you get the $6.86 million profit for CWT from in this deal with Cache?

"Based on the aggregate net assets of the Group Companies of S$6.65 million and the relevant costs of the sale, the Company will realise a total gain of approximately S$6.86 million, of which S$5.15 million will be accounted for as a one-time gain and the balance of S$1.71 million will be accounted for as deferred gain, to match off against the leaseback commitment, in accordance with Financial Reporting Standard FRS 17."

For more info, read the SGX Announcement below:

http://info.sgx.com/webcoranncatth.nsf/V...penelement [SGX Announcement]

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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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06-06-2011, 04:25 PM.
Post: #16
RE: Cache Logistics Trust
(02-06-2011, 09:14 PM)Nick Wrote: There is a quite a number of properties in the ROFR and development assets coming online in the next 2 years. Would it make better sense to purchase CWT for the potential boost in earnings and book value going forward or Cache for its stable income backed by master leases from CWT ?

Personally my thinking would be more bias towards CLT though I'm vested in both at the moment. In fact, I'm thinking of partially divesting my CWT stake to put into CLT; but your point about potential boost to CWT's book values from divesting more properties is well noted.

When in doubt, buy both! Smile

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06-06-2011, 04:57 PM.
Post: #17
RE: Cache Logistics Trust
http://www.remisiers.org/cms_images/Sunn...011_ke.pdf - Interesting take on CWT as a developer going forward.
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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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28-07-2013, 08:47 AM.
Post: #18
RE: Cache Logistics Trust
Result is out. Smile

http://infopub.sgx.com/FileOpen/Cache_2Q...eID=248965
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28-07-2013, 10:45 AM.
Post: #19
RE: Cache Logistics Trust
(28-07-2013, 08:47 AM)Dividend Warrior Wrote: Result is out. Smile

http://infopub.sgx.com/FileOpen/Cache_2Q...eID=248965

Thank you

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23-10-2013, 06:42 PM.
Post: #20
RE: Cache Logistics Trust
Financial Statement: http://infopub.sgx.com/FileOpen/Cache_3Q...eID=260721

Press Announcement: http://infopub.sgx.com/FileOpen/Cache_3Q...eID=260722

Presentation Slides: http://infopub.sgx.com/FileOpen/Cache_3Q...eID=260723

Quote:CACHE LOGISTICS TRUST’S 3Q 2013 DISTRIBUTABLE INCOME INCREASED 9.6% YEAR-ON-YEAR TO S$16.5 MILLION
- Year-to-date Distributable Income grew 15.7% year-on-year (“y-o-y”) to S$48.9 million
- Portfolio is 100% occupied with no renewal risk for 2013 and only 3% of the leased area up for renewal in 2014
- Strong balance sheet with lower-than-industry average aggregate leverage at 29.2%

(not vested)

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