SMRT

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(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?

Because as seen from the SOA, the vote outcome at the shareholders meeting is not a sure pass.
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Looks like Temasek is not so enthusiastic, skipping the chicken dance altogether. It's all up to the minorities to decide if this "service" is acceptable

http://infopub.sgx.com/FileOpen/Announce...eID=413675

(20-07-2016, 07:45 PM)specuvestor Wrote:
(18-07-2016, 10:01 AM)specuvestor Wrote: Security now last only 15 years Smile

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? Big Grin 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... Tongue

i REJECT the offer! Big Grin

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
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Think Asset-Business-Structure (ABS)
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yaloh, Big Grin ok lah, follow them go through the whole process, Big Grin
1) Try NOT to LOSE money!
2) Do NOT SELL in BEAR, BUY-BUY-BUY! invest in managements/companies that does the same!
3) CASH in hand is KING in BEAR! 
4) In BULL, SELL-SELL-SELL! 
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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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5% EBIT collar again?! All profit all cream away...hahah
"... but quitting while you're ahead is not the same as quitting." - Quote from the movie American Gangster
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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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yes! it makes sense but 2026, (maybe 2056? Tongue) is really too far away to wait n see...  
so, cash in hand is better than waiting forever??...Tongue

new entity may also emerged smrt+comfortDeg+MayRail+Chinarail+Japrail..etc....

cash is KING! Big Grin
1) Try NOT to LOSE money!
2) Do NOT SELL in BEAR, BUY-BUY-BUY! invest in managements/companies that does the same!
3) CASH in hand is KING in BEAR! 
4) In BULL, SELL-SELL-SELL! 
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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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I very highly doubt HSR can break even, let alone profitable.
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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.

Sent from my MotoG3 using Tapatalk

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

all the more the entity must be privatised to hide the cost and increase the fares? Tongue
1) Try NOT to LOSE money!
2) Do NOT SELL in BEAR, BUY-BUY-BUY! invest in managements/companies that does the same!
3) CASH in hand is KING in BEAR! 
4) In BULL, SELL-SELL-SELL! 
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IIRC, all analyst reports are saying Yes to the offer...

(not vested)
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Take Temasek’s SMRT offer, says OCBC
http://www.theedgemarkets.com.sg/sg/arti...-says-ocbc
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡
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who dare to say no? Big Grin temasek makes its move leh... Tongue
1) Try NOT to LOSE money!
2) Do NOT SELL in BEAR, BUY-BUY-BUY! invest in managements/companies that does the same!
3) CASH in hand is KING in BEAR! 
4) In BULL, SELL-SELL-SELL! 
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