tag:blogger.com,1999:blog-2558835596101121602.post5821912442136986676..comments2024-02-29T13:59:08.383+08:00Comments on Singapore IPOs: Mapletree Greater China Commercial Trust (Final pricing)Mr. IPOhttp://www.blogger.com/profile/16449331327581040185noreply@blogger.comBlogger12125tag:blogger.com,1999:blog-2558835596101121602.post-27256583202807771282013-03-06T22:38:37.107+08:002013-03-06T22:38:37.107+08:00Usually it is indicative of your allotment. If you...Usually it is indicative of your allotment. If you use DBS internet banking, you can check the ESA results online.Mr. IPOhttps://www.blogger.com/profile/16449331327581040185noreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-25101469435282409242013-03-06T22:08:26.619+08:002013-03-06T22:08:26.619+08:00I've been partially refunded (stated as "...I've been partially refunded (stated as "1st refund") to my bank account, the portion not refunded being the equivalent of 12 lots. However, I just checked and do not see any MGCCT holdings in my CDP account... ?<br /><br />Is it safe to assume I am alloted 12 lots ?lzwnoreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-89904114791439209692013-03-06T14:48:32.623+08:002013-03-06T14:48:32.623+08:00Mr ipo,
This one really fast.
My money came ba...Mr ipo, <br /><br />This one really fast. <br /><br />My money came back into my UOB a/c already at 2.10 pm. Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-4889759226266206892013-03-02T18:30:38.745+08:002013-03-02T18:30:38.745+08:00I think you cannot just add like that la. The unde...I think you cannot just add like that la. The underlying quality of the assets is important. You can't just compare using NAV. Plus i am not sure how your "methodology" works..why combine crcr with fortune and skip Link reit? keke it is good that you are doing your own analysis thus if you don't like like the results after your analysis, i would suggest not to buy. :) Mr. IPOhttps://www.blogger.com/profile/16449331327581040185noreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-324840515647656552013-03-02T18:13:00.336+08:002013-03-02T18:13:00.336+08:00Hi
I went to do a valuation myself using Fortune ...Hi<br /><br />I went to do a valuation myself using Fortune REIT and CRCT mixture as 0.76 of asset of MGCCT is Hong Kong Mall and 0.24 is China office. <br /><br />Apparently, if you take Fortune REIT book price of 0.766 x 0.76 + CRCT book price of 1.387 x 0.24, you should get a book price of MGCCT of only 0.912. <br /><br />Thus, this means price will be 0.848 (There is this nagging risk that I Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-11933236260102396752013-03-01T22:16:33.752+08:002013-03-01T22:16:33.752+08:00Should be achievable. Should be achievable. Mr. IPOhttps://www.blogger.com/profile/16449331327581040185noreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-4929761705098355292013-03-01T21:57:55.988+08:002013-03-01T21:57:55.988+08:00I only got enough case now to Press 51 lots. I am ...I only got enough case now to Press 51 lots. I am wondering if should press. Looking for short term stag: 7% return, can?<br /><br />broker for kayhian and ocbc tell me institutional demand v strong.<br />Mr Dutyfreenoreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-77177672954352846302013-02-28T21:53:34.610+08:002013-02-28T21:53:34.610+08:00Hi, how do you think the extra stamp duties by the...Hi, how do you think the extra stamp duties by the Hong Kong government will affect this? Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-78449945552440052422013-02-28T19:10:33.967+08:002013-02-28T19:10:33.967+08:00It appears the two properties are leasehold with r...It appears the two properties are leasehold with rather short lease left (35 and 41 years if I'm not mistaken). That's not very positive for NAV appreciation :(Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-12388433501114556782013-02-28T15:39:54.053+08:002013-02-28T15:39:54.053+08:00So its still relatively cheap? A million dollar qu...So its still relatively cheap? A million dollar question : Do you think it can go below its Ipo price given that it will be oversubscribed ??Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-3590496843060362672013-02-28T14:59:32.798+08:002013-02-28T14:59:32.798+08:001.02x price to book at 93c. 1.02x price to book at 93c. Mr. IPOhttps://www.blogger.com/profile/16449331327581040185noreply@blogger.comtag:blogger.com,1999:blog-2558835596101121602.post-39696762703782517002013-02-28T14:54:31.891+08:002013-02-28T14:54:31.891+08:00Hi Mr IPO,
Do you know what's the NAV of this ...Hi Mr IPO,<br />Do you know what's the NAV of this trust ? TksAnonymousnoreply@blogger.com