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GLP
WanSiTong
Master
15-Nov-2013 21:54     
 
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 Alert Admin 		GLP is 老 几 har ?

wangwa      ( Date: 15-Nov-2013 18:05) Posted:

How come GLP higher than Capland?
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gaoshou
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15-Nov-2013 18:08     
 
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 Alert Admin 		Good counter

wangwa      ( Date: 15-Nov-2013 18:05) Posted:

How come GLP higher than Capland?
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wangwa
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15-Nov-2013 18:05     
 
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 Alert Admin 		How come GLP higher than Capland?
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WanSiTong
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15-Nov-2013 17:29     
 
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GLP 3.13

CapitaLand 3.07

CMA 2.03

 
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WanSiTong
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15-Nov-2013 15:07     
 
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(US$ M)
2Q2014 2Q2013
Rev 140 173 -19%
EBIT 219 250 -13%
EBIT ex revaluation 101 129 -22%
  Profit after tax 145 195 -26%
PAT ex revaluation 54 104 -48%

 

PAT: Profit After Tax

EBIT : Earning b4 Interest b4 Tax

 

WanSiTong      ( Date: 15-Nov-2013 14:08) Posted:

Global Logistics Properties Limited ? Launching China Logistics Fund To Capture Attractive China Growth
Recommendation: Neutral
Previous Close: S$ 3.00
Fair Value: S$ 2.93
  • Reported 1H14 PATMI of US$349 mn (0% y-y), and Revenue of US$277 mn (-19% y-y) due to sales of assets to J-REIT in 4Q13 and weakening of JPY
  • New and expansion leases at 575,000 sqm, up 60% y-y
  • Started development of 1.1 mn sqm GFA in China, slightly trailed with the whole year targeted development starts of 2.5 mn sqm.
  • Launches World?s Largest China-focus Logistics Fund of US$3 bn
  • Maintain Neutral with fair value adjusted to $2.93

Click here to download for the report.
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LOVEYOURSELF
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15-Nov-2013 14:21     
 
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hope the upwards momentum can be maintained .......

LOVEYOURSELF      ( Date: 20-Oct-2013 10:44) Posted:

I think GLP is  likely to trade in the new $3.0+ to $3.1+ range till 14 Nov...... if its result is good and forward guidance is encouraging, it may test the 3.2+ and $3.3+ range till end of 2013....just my own opinion......cheers.....
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WanSiTong
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15-Nov-2013 14:08     
 
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 Alert Admin 		Global Logistics Properties Limited ? Launching China Logistics Fund To Capture Attractive China Growth
Recommendation: Neutral
Previous Close: S$ 3.00
Fair Value: S$ 2.93
  • Reported 1H14 PATMI of US$349 mn (0% y-y), and Revenue of US$277 mn (-19% y-y) due to sales of assets to J-REIT in 4Q13 and weakening of JPY
  • New and expansion leases at 575,000 sqm, up 60% y-y
  • Started development of 1.1 mn sqm GFA in China, slightly trailed with the whole year targeted development starts of 2.5 mn sqm.
  • Launches World?s Largest China-focus Logistics Fund of US$3 bn
  • Maintain Neutral with fair value adjusted to $2.93

Click here to download for the report.

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Octavia
Elite
15-Nov-2013 10:24     
 
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Yap, cannot be rule out.The organiser/planners need spaces to store their euipments and system in one location.

tonylim      ( Date: 15-Nov-2013 09:57) Posted:

Would the Olympic Games to be hosted by Japan have any positive impact on the share price?

Octavia      ( Date: 15-Nov-2013 09:33) Posted:

GLP registered 2QFY14 net profit of US$145.0m (-26%) and revenue at US$139.8m, as bottom-line was buoyed by a US$107.0m change in fairvalue gains, barring which the results was largely in line with estimates. The decrease in revenue was mainly attributable to the sale of properties in Japan to GLP J-REIT in 4QFY13, the weakening of the Japanese Yen against USD, with average exchange rates decreasing by 26%. The decrease was partially offset by the completion and stabilization of development projects in China with increasing rents, contribution from newly acquired subsidiaries. Rental revenue from China warehouses rose 39% y/y in 2Q14, underpinned by a 6.9% increase in renewal rents. This drove overall revenues up 15% yoy in 1H14, excluding the effect of recent divestments in Japan and exchange rate movements. Same-store NOI growth moderated but stayed a respectable 7.8% yoy. The key positive from this set of results was the strong leasing in China, up 60% yoy and 2.8x qoq to 575k sm. 1H14 new leases of 775k sm are keeping pace with the 1.1m sm of development starts in the period. GLP is confident of meeting its 2.5m sm development starts target for FY14. Occupancy in Japan remains stable at 99%, with renewal rents up 3% yoy, the highest rate seen in years. Japan still accounts for 29% of its GAV. Overall, GLP?s results showed robust leasing demand in China. But the key event was the close of a US$3bn China Logistics Fund (CLF1), which will help it to scale up substantially in a capital-efficient manner, accelerate its fee income growth and maintain its leadership in the China logistics property space Latest broker ratings as follows: CIMB maintains O/p with TP $3.43 CLSA maintains O/p with TP $3.45


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tonylim
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15-Nov-2013 09:57     
 
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 Alert Admin 		Would the Olympic Games to be hosted by Japan have any positive impact on the share price?

Octavia      ( Date: 15-Nov-2013 09:33) Posted:

GLP registered 2QFY14 net profit of US$145.0m (-26%) and revenue at US$139.8m, as bottom-line was buoyed by a US$107.0m change in fairvalue gains, barring which the results was largely in line with estimates. The decrease in revenue was mainly attributable to the sale of properties in Japan to GLP J-REIT in 4QFY13, the weakening of the Japanese Yen against USD, with average exchange rates decreasing by 26%. The decrease was partially offset by the completion and stabilization of development projects in China with increasing rents, contribution from newly acquired subsidiaries. Rental revenue from China warehouses rose 39% y/y in 2Q14, underpinned by a 6.9% increase in renewal rents. This drove overall revenues up 15% yoy in 1H14, excluding the effect of recent divestments in Japan and exchange rate movements. Same-store NOI growth moderated but stayed a respectable 7.8% yoy. The key positive from this set of results was the strong leasing in China, up 60% yoy and 2.8x qoq to 575k sm. 1H14 new leases of 775k sm are keeping pace with the 1.1m sm of development starts in the period. GLP is confident of meeting its 2.5m sm development starts target for FY14. Occupancy in Japan remains stable at 99%, with renewal rents up 3% yoy, the highest rate seen in years. Japan still accounts for 29% of its GAV. Overall, GLP?s results showed robust leasing demand in China. But the key event was the close of a US$3bn China Logistics Fund (CLF1), which will help it to scale up substantially in a capital-efficient manner, accelerate its fee income growth and maintain its leadership in the China logistics property space Latest broker ratings as follows: CIMB maintains O/p with TP $3.43 CLSA maintains O/p with TP $3.45

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Octavia
Elite
15-Nov-2013 09:33     
 
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 Alert Admin 		GLP registered 2QFY14 net profit of US$145.0m (-26%) and revenue at US$139.8m, as bottom-line was buoyed by a US$107.0m change in fairvalue gains, barring which the results was largely in line with estimates. The decrease in revenue was mainly attributable to the sale of properties in Japan to GLP J-REIT in 4QFY13, the weakening of the Japanese Yen against USD, with average exchange rates decreasing by 26%. The decrease was partially offset by the completion and stabilization of development projects in China with increasing rents, contribution from newly acquired subsidiaries. Rental revenue from China warehouses rose 39% y/y in 2Q14, underpinned by a 6.9% increase in renewal rents. This drove overall revenues up 15% yoy in 1H14, excluding the effect of recent divestments in Japan and exchange rate movements. Same-store NOI growth moderated but stayed a respectable 7.8% yoy. The key positive from this set of results was the strong leasing in China, up 60% yoy and 2.8x qoq to 575k sm. 1H14 new leases of 775k sm are keeping pace with the 1.1m sm of development starts in the period. GLP is confident of meeting its 2.5m sm development starts target for FY14. Occupancy in Japan remains stable at 99%, with renewal rents up 3% yoy, the highest rate seen in years. Japan still accounts for 29% of its GAV. Overall, GLP?s results showed robust leasing demand in China. But the key event was the close of a US$3bn China Logistics Fund (CLF1), which will help it to scale up substantially in a capital-efficient manner, accelerate its fee income growth and maintain its leadership in the China logistics property space Latest broker ratings as follows: CIMB maintains O/p with TP $3.43 CLSA maintains O/p with TP $3.45
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hello123
Senior
08-Nov-2013 12:58     
 
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Yells: " google ' sgx swinger ' - for how stock operators work "
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2 days   after prediction   on 18   sept   , GLP rallied to and reacted down from 315   as predicted to crash to 297. 

expecting a bounce from   297 ..

    for more details , see           http://sgxswinger.blogspot.sg/         

hello123      ( Date: 18-Oct-2013 16:18) Posted:



GLP now 307 , could rally to 313-315   react down then go 330-332 react down then finally 338-40..

    for more details , see         http://sgxswinger.blogspot.sg/     

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WanSiTong
Master
30-Oct-2013 11:18     
 
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 Alert Admin 		Hello 123, any update on GLP ?

hello123      ( Date: 21-Oct-2013 14:24) Posted:



as predicted last fri , GLP this monday morning surge to 313 then react down   , now 309.

    for more details , see           http://sgxswinger.blogspot.sg/         

hello123      ( Date: 18-Oct-2013 16:18) Posted:



GLP now 307 , could rally to 313-315   react down then go 330-332 react down then finally 338-40..

    for more details , see         http://sgxswinger.blogspot.sg/     


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WanSiTong
Master
29-Oct-2013 13:42     
 
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 Alert Admin 		MACD cross today!!
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WanSiTong
Master
23-Oct-2013 21:18     
 
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 Alert Admin 		Property Curbs

Consumer prices rose 3.1 percent in September as food costs
advanced the most since May 2012, statistics bureau figures
showed on Oct. 14. Home prices in China?s four major cities
jumped last month by the most since January 2011, government
figures showed this week.
China may issue new property curbs in the fourth quarter,
the China Securities Journal reported today on its front page,
citing unidentified analysts.
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hello123
Senior
21-Oct-2013 14:24     
 
hello123 About Contact  Quote this Post!   Mood: yawn
Yells: " google ' sgx swinger ' - for how stock operators work "
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as predicted last fri , GLP this monday morning surge to 313 then react down   , now 309.

    for more details , see           http://sgxswinger.blogspot.sg/         

hello123      ( Date: 18-Oct-2013 16:18) Posted:



GLP now 307 , could rally to 313-315   react down then go 330-332 react down then finally 338-40..

    for more details , see         http://sgxswinger.blogspot.sg/     

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WanSiTong
Master
21-Oct-2013 13:27     
 
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 Alert Admin 		GLP has been climbing from $2.65 since 28/8 ...........
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LOVEYOURSELF
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21-Oct-2013 09:18     
 
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 Alert Admin 		I agree with yr analysis ......but investors like to look beyond share prices....they consider other factors...I think if GLP can stay above $3.0+ in coming weeks before 14 Nov...it may  touch the  new high of $3.2+ to $3.3+..... that is my own opinion ..........cheers..... 

WanSiTong      ( Date: 20-Oct-2013 20:38) Posted:



Compared to CapitaLand or even CMA, GLP is overvalued:

1 Qtr 2 Qtr 2 Qtr
GLP Capitaland CMA
(US) S$ S$
EPS (cents) 4.11 13.4 8.2
NTA ($) 1.69 3.58 1.78
PAT ($'M) 208 782 325
Last closing price (S$) 3.1 3.18 1.98

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WanSiTong
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20-Oct-2013 20:38     
 
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Compared to CapitaLand or even CMA, GLP is overvalued:

1 Qtr 2 Qtr 2 Qtr
GLP Capitaland CMA
(US) S$ S$
EPS (cents) 4.11 13.4 8.2
NTA ($) 1.69 3.58 1.78
PAT ($'M) 208 782 325
Last closing price (S$) 3.1 3.18 1.98
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LOVEYOURSELF
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20-Oct-2013 10:44     
 
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 Alert Admin 		I think GLP is  likely to trade in the new $3.0+ to $3.1+ range till 14 Nov...... if its result is good and forward guidance is encouraging, it may test the 3.2+ and $3.3+ range till end of 2013....just my own opinion......cheers.....
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LOVEYOURSELF
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18-Oct-2013 16:41     
 
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GLP  is one foot into $3.1+ zone.....

Hope it can stay above $3.1+ today.....

hello123      ( Date: 18-Oct-2013 16:18) Posted:



GLP now 307 , could rally to 313-315   react down then go 330-332 react down then finally 338-40..

    for more details , see         http://sgxswinger.blogspot.sg/     

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