SincereStock

  • Following

    0

  • Followers

    18

Fame: 154
asiapac = imagoreits
imago shopping mall kk times square
imago jaya
Joined Jan 2024

Comments

SincereStock replied to comment on ASIAPAC.
to generate fund that can avoid bank loan principle is the typical reason most other commercial buildings are listed as reit anyway, as well as any other stock market listed company. not doing it will only halt company profiability and growth due to never ending bank load principle
2 days · translate
SincereStock replied to comment on ASIAPAC.
they don't have any other assets that can be disposed to fund such about of money anyway. unlikely they would like to totally sell out imago malls as they just bought jaya imago mall, while kk imago mall is their own developed and groomed fot years mall
2 days · translate
SincereStock replied to comment on ASIAPAC.
indeed, and instead of a total disposal, by relisting imago malls as reits, they can get most of the cash needed to pay bank loan while still keeping significant stakes of the reits to retain control and ownership of the malls. totally a win only best available solution to the never ending bank loan principle. considering imago malls valuation should be at its peak now, it is the best time of doing it
2 days · translate
SincereStock replied to comment on LAYHONG.
honestly, expensive can be more expensive because people find expensive thing atttractive, but that just against my principle of trading by buying cheap stock
5 days · translate
SincereStock replied to comment on LAYHONG.
really dont understand why investors are so mean in layhong pe valuation as compared to QL. they are basically similar business except QL got family mart and significantly bigger
5 days · translate
SincereStock replied to comment on LAYHONG.
egg business pe very not likely to sustain, but processed food manufacture pe so far is consistent and growing
5 days · translate
SincereStock replied to comment on ASIAPAC.
some people might see this a bad qr because of the property development loss. (therefore today price movement and no volume) but for me the lost might just be another trigger for the reit relist because that can only cause the company to be more cash hunger.

people will not sell their property when cash wise they are sufficient, but when they are in huge debt or need of cash, that is the time they consider to sell their property for quick large fund
5 days · translate
SincereStock replied to comment on ASIAPAC.
temporary market price movement isnt important now, as i cant take risk cash out while the annoucement i am waiting for can happen anytime from now. it just 1 step away filling in bursa for imago reit relist
5 days · translate
SincereStock replied to comment on ASIAPAC.
welcome, btw my tactic of investment is aim for relist reit or privatization, as long as asiapac currently is under valued. company take which route to unlock value also a win for me, just big win or small win different, hardly go lose from here unless imago mall no longer profitable
5 days · translate
SincereStock replied to comment on ASIAPAC.
like you say lo, they can get fund for other projects and pay their huge 1billion debt (imago mall can pay all those as imago mall latest valuation is 1.3b now) btw i just hope, i am not insider or know any insider inside. you may refer to wta relist paradigm reit for actually example of how it works, how it affect wct mother share price to go up (value unlock)
5 days · translate
Load more