tag:blogger.com,1999:blog-7944902213075756335.post378421671766359664..comments2024-03-28T23:00:40.055+08:00Comments on A Singaporean Stocks Investor (ASSI): Religare Health Trust to be bought for $966m.AK71http://www.blogger.com/profile/16832145412062954289noreply@blogger.comBlogger35125tag:blogger.com,1999:blog-7944902213075756335.post-44005396917830191112018-04-16T09:36:11.118+08:002018-04-16T09:36:11.118+08:00http://www.businesstimes.com.sg/companies-markets/...http://www.businesstimes.com.sg/companies-markets/fortis-woes-pile-pressure-on-singapore-listed-rht-health-trust<br />JHhttps://www.blogger.com/profile/06572654821952735190noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-10145872135584329112018-04-16T09:29:30.357+08:002018-04-16T09:29:30.357+08:00Thanks AK :)
Thanks AK :)<br /><br />JHhttps://www.blogger.com/profile/06572654821952735190noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-75576152052115411812018-04-13T16:10:13.649+08:002018-04-13T16:10:13.649+08:00Hi Charles,
I am sure you have been following all...Hi Charles,<br /><br />I am sure you have been following all the news and analyses available.<br /><br />There are so many different estimates on how much will be paid out but only the manager of RHT knows exactly how much will be paid out. <br /><br />Till now, we only know for sure that proceeds will be "substantially" paid out.<br /><br />If you are buying because you think the pay AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-4067375081606261482018-04-13T12:07:29.609+08:002018-04-13T12:07:29.609+08:00Hi AK, my avg price is near to the estimated 0.86 ...Hi AK, my avg price is near to the estimated 0.86 pay out.<br /><br />It's quite a significant portion in my portfolio so I'm thinking if I should average down further.<br /><br />What should I consider?<br />JHhttps://www.blogger.com/profile/06572654821952735190noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-21550997756424927582018-04-13T11:38:09.056+08:002018-04-13T11:38:09.056+08:00https://www.fool.sg/2018/04/04/what-investors-need...https://www.fool.sg/2018/04/04/what-investors-need-to-know-about-rht-health-trusts-proposal-to-sell-its-assets/<br /><br />so the estimated final net proceeds of S$0.86 per unit? :)<br />JHhttps://www.blogger.com/profile/06572654821952735190noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-81769088957368121852018-04-13T09:19:01.713+08:002018-04-13T09:19:01.713+08:00Hi Charles,
Bondholders should be happy with the ...Hi Charles,<br /><br />Bondholders should be happy with the additional 0.45%, I feel.<br /><br />"As part of the consent solicitation, the trust manager is also asking bondholders to extend the maturity date on the notes by six months, to January 2019. The redemption amount at maturity will however be raised to 100.45 per cent of the principal amount."AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-34097739892157427332018-04-12T10:11:18.047+08:002018-04-12T10:11:18.047+08:00http://www.businesstimes.com.sg/companies-markets/...http://www.businesstimes.com.sg/companies-markets/rht-health-trust-seeks-bondholders-nod-for-sale-to-fortis-maturity-extensionJHhttps://www.blogger.com/profile/06572654821952735190noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-36579088289531787112018-02-26T09:16:15.177+08:002018-02-26T09:16:15.177+08:00Hi Boon Guan,
I am investing in ComfortDelgro and...Hi Boon Guan,<br /><br />I am investing in ComfortDelgro and SingTel for income.<br /><br />Their yield is not so high as Saizen and Croesus but they are different animals, of course.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-66194750405384946982018-02-15T15:05:21.144+08:002018-02-15T15:05:21.144+08:00Hi AK71,
I will need to look for a new dividend s...Hi AK71,<br /><br />I will need to look for a new dividend source to replace RHT.<br />Currently, still holding cash from the delisting of both Saizen and Croesus.<br /><br />Haiz :(<br /><br />Anonymoushttps://www.blogger.com/profile/06254043680277682219noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-82392583457617449752018-02-15T14:11:19.909+08:002018-02-15T14:11:19.909+08:00Hi Charles, Boon Guan Tan and RF,
Thanks for the ...Hi Charles, Boon Guan Tan and RF,<br /><br />Thanks for the comments. :)<br /><br />Things are panning out nicely. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-86786928387253106152018-02-13T17:08:23.086+08:002018-02-13T17:08:23.086+08:00Congrat AK
http://infopub.sgx.com/FileOpen/RHT_Rub...Congrat AK<br />http://infopub.sgx.com/FileOpen/RHT_Ruby%20Announcement_13Feb18.ashx?App=Announcement&FileID=488844<br />Roaming fighterhttps://www.blogger.com/profile/15050719615132926825noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-9885539238196005232018-02-12T13:29:31.982+08:002018-02-12T13:29:31.982+08:00Hi Ak,
I think the downside risk is limited. The ...Hi Ak,<br /><br />I think the downside risk is limited. The most the deal does not goes through with Fortis.<br />I just bought a bit for RHT trust to average down.<br />Anonymoushttps://www.blogger.com/profile/06254043680277682219noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-55845821300730298802018-02-12T11:30:30.064+08:002018-02-12T11:30:30.064+08:00http://www.ibtimes.co.in/markets-plunge-volatility...http://www.ibtimes.co.in/markets-plunge-volatility-surges-this-stock-soaring-759979<br /><br />Fortis shares soar<br />JHhttps://www.blogger.com/profile/06572654821952735190noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-77487788354911480122018-02-12T11:13:35.245+08:002018-02-12T11:13:35.245+08:00https://timesofindia.indiatimes.com/business/india...https://timesofindia.indiatimes.com/business/india-business/singh-brothers-siphoned-rs-500-crore-from-fortis-claims-report/articleshow/62857574.cms<br /><br />Check this article...<br /><br />Wonder whats the outlook for RHT and whether if the buy over will still happen.JHhttps://www.blogger.com/profile/06572654821952735190noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-60853475226749302662018-02-10T22:03:14.690+08:002018-02-10T22:03:14.690+08:00if RHT looks healthy, then it looks yummy at the c...if RHT looks healthy, then it looks yummy at the current price<br />JHhttps://www.blogger.com/profile/06572654821952735190noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-22831285643854405762018-02-10T12:03:17.722+08:002018-02-10T12:03:17.722+08:00Hi Laurence and Charles,
RHT and Fortis are diffe...Hi Laurence and Charles,<br /><br />RHT and Fortis are different entities.<br /><br />Definitely, they are also not the same as the Singh brothers.<br /><br />Apart from counter party risk, I think RHT looks healthy.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-22766798348490267852018-02-09T12:38:59.934+08:002018-02-09T12:38:59.934+08:00http://www.ibtimes.sg/fortis-healthcares-promoters...http://www.ibtimes.sg/fortis-healthcares-promoters-quit-crisis-looms-24299<br /><br />JHhttps://www.blogger.com/profile/06572654821952735190noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-75062366573035921022018-02-09T10:26:35.068+08:002018-02-09T10:26:35.068+08:00RHT is now 0.75. Wonder what would happen if to bu...RHT is now 0.75. Wonder what would happen if to buy now? What are the pros and cons? Please share your thoughtsJHhttps://www.blogger.com/profile/06572654821952735190noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-19962545528187130962018-02-07T15:39:07.568+08:002018-02-07T15:39:07.568+08:00Ooooopppps....looks like the parents of RHT is in ...Ooooopppps....looks like the parents of RHT is in deep s**t. Actually it's two separate big piles of s**t :<br /><br /><br /><a href="https://economictimes.indiatimes.com/industry/healthcare/biotech/pharmaceuticals/billionaire-singh-brothers-accused-in-lawsuit-of-siphoning-money/articleshow/62688940.cms" rel="nofollow">Billionaire Singh brothers accused in lawsuit of siphoning money </a><br laurencehttps://www.blogger.com/profile/00674907410230833403noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-25873717695168658422017-12-04T17:18:17.555+08:002017-12-04T17:18:17.555+08:00Hi Laurence,
Thanks for sharing this.
Still too ...Hi Laurence,<br /><br />Thanks for sharing this.<br /><br />Still too much fog.<br /><br />I am just going to wait and see what happens.AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-16174215210669567012017-12-04T13:01:00.179+08:002017-12-04T13:01:00.179+08:00A forummer wrote to RHT and the reply was posted i...A forummer wrote to RHT and the reply was posted in sharejunction as copied over below. Apparently, the debt is $210m rather than $120.3m :<br /><br />"Thank you for your email. Please find our replies as follows:<br /> <br />Are you able to disclose that Fortis offer does not include the debts including notes which is about S$210m?<br />Yes, this is correct. The purchase consideration is laurencehttps://www.blogger.com/profile/00674907410230833403noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-47624769116572581392017-11-20T09:22:40.234+08:002017-11-20T09:22:40.234+08:00Reader says...
I saw your blog that Fortis propose...Reader says...<br />I saw your blog that Fortis proposed to buy RHT health trust at $966m. In this case, do we need to less off the existing debt to find out the approximate offered unit price?<br />Without debt - 966M/810 units ~ 1.19<br />Or with debt (966-204)M/810 units ~ 0.94<br /><br />AK says...<br />It depends on which analyst you believe. Maybank KE says worth $1.04. Nomura says worth AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-43488198333622202272017-11-18T11:11:44.613+08:002017-11-18T11:11:44.613+08:00Privatisation seems to be fashionable nowadays.
An...Privatisation seems to be fashionable nowadays.<br />Any chance of Olam being taken private as well with this latest news below?<br /><br />Olam International' s public float drops below 10%<br />FRI, NOV 17, 2017 - 6:41 PM<br /><br />Olam International Limited said after trading hours on Friday that as a result of the issuance of new shares, the percentage of its shares held in public hands laurencehttps://www.blogger.com/profile/00674907410230833403noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-11433374533312334852017-11-17T11:28:48.466+08:002017-11-17T11:28:48.466+08:00Reader:
... can you comment on what the trust can ...Reader:<br />... can you comment on what the trust can do with an empty portfolio? Recapitalization?<br /><br />AK:<br />My only experience with something like this was Saizen REIT. Eventually, also delisted. I will just wait and see. :)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.comtag:blogger.com,1999:blog-7944902213075756335.post-43291609336119481372017-11-17T09:09:27.900+08:002017-11-17T09:09:27.900+08:00Hi Cheryl,
If the calculation is correct and if t...Hi Cheryl,<br /><br />If the calculation is correct and if the deal happens, then, it is safe to buy at 86 cents a unit. ;)AK71https://www.blogger.com/profile/16832145412062954289noreply@blogger.com